Salesforce Interview Questions for Admin

Salesforce Interview Questions, Salesforce answers – Part 1

1. What is App in Sales force?

An app is a group of tabs that work as a unit to provide functionality. Users can switch between apps using the Force.com app drop-down menu at the top-right corner of every page.

You can customise existing apps to match the way you work, or build new apps by grouping standard and custom tabs.

Navigation to create app in Sales force: Setup ->Build ->Create->App-> Click on new and create your application according to your requirements.

2. What is object in Sales force?

Custom objects are database tables that allow you to store data specific to your organization in salesforce.com. You can use custom objects to extend salesforce.com functionality or to build new application functionality.

Once you have created a custom object, you can create a custom tab, custom related lists, reports, and dashboards for users to interact with the custom object data. You can also access custom object data through the Force.com API.

Navigation to create object in sales force: Setup->Build->Create->Object-> Click on new object and create object according to your requirement.

3. How many relationships included in SFDC & What are they?

We are having two types of relationships, they are

1. Lookup Relationship
2. Master-Detail Relationship

4.  What is a “Lookup Relationship”?

This type of relationship links two objects together,

1. Up to 25 allowed for object
2. Parent is not a required field.
3. No impact on a security and access.
4. No impact on deletion.
5. Can be multiple layers deep.
6. Lookup field is not required.

5. What is “Master-Detail Relationship”?

Master Detail relationship is the Parent child relationship. In which Master represents Parent and detail represents Child. If Parent is deleted then Child also gets deleted. Rollup summary fields can only be created on Master records which will calculate the SUM, AVG, MIN of the Child records.

1. Up to 2 allowed to object.
2. Parent field on child is required.
3. Access to parent determines access to children.
4. Deleting parent automatically deletes child.
5. A child of one master detail relationship cannot be the parent of another.
6. Lookup field on page layout is required.

6. How can I create Many – to – Many relationship?

Lookup and Master detail relationships are one to many relationships. We can create many – to – Many relationship by using junction object. Junction object is a custom object with two master detail relationships.

7.  A custom object contains some records, now my requirement is to create field in this object with master detail relationship. Can we create master detail relationship in this case?

   No, directly we cannot create master details relationship if custom object contains existing records.

   Following are the steps to create to create master-detail relationship when records are available in custom object.

1. First create field with lookup relationship.
2. And then associate look field with parent record for every record
3. Next change the data type of the field from look up to Master detail.

8. List examples of custom field types?

Text, Pick list, Pick list (multi select), Date, Email, Date/Time, Date, Currency, Checkbox, Number, Percent, Phone, URL, Text Area, Geolocation, lookup relationship, master detail relationship etc…..

9. What is TAB in Salesforce?

   Tab is a user interface component to user creates to display custom object data.

   There are three type of tabs.

1.     Custom Tabs
2.     Visual force Tabs
3.      Web Tabs

10. Does user can create insert their own custom logo, while creating their own custom applications?

Yes user can upload their custom logo in documents and then they choose that logo for organization.

11. List things that can be customised on page layouts?

  We can customise different things on page layout like, Fields, Buttons, Custom Links and Related Lists. We can also create sections.

12. What is a “Self Relationship”?

Self Relationship is a lookup relationship to the same object. Suppose let’s take an object “Merchandise”. Here we can create relationship in between the Account to Account (same object) object. That is called “Self Relationship”.

13. What are the main things need to consider in the “Master-Detail Relationship”?

Record level access is determined by the parent, Mandatory on child for reference of parent, cascade delete (if you delete the parent, it can cascade delete the child).

14. What is difference between trigger and workflow?

• Workflow

1. Workflow is automated process that fired an action based on Evaluation criteria and rule criteria.
2. We can access a workflow across the object.
3. We cannot perform DML operation on workflow
4. We cannot query from database

• Trigger

1. Trigger is a piece of code that executes before or after a record is inserted or updated.
2. We can access the trigger across the object and related to that objects
3. We can use 20 DML operations in one trigger.
4. We can use 20 SOQL’s from data base in one trigger.

15. What is Wrapper class? 

• A Wrapper class is a class whose instances are collection of other objects.
• It is used to display different objects on a Visual Force page in same table.

16. What is Difference between SOQL and SOSL?

• SOQL(Salesforce Object Query Language).

1. Using SOQL we can Search only on one object at a time.
2. We can query on all fields of any datatype
3. We can use SOQL in Triggers and classes.
4. We can perform DML operation on query results.

• SOSL(Salesforce object Search Language).

1. Using SOSL we can search on many objects at a time.
2. We can query only on fields whose data type is text,phone and Email.
3. We can use in classes but not in Triggers.
4. We cannot perform DML operation on search result

17. What is difference insert() and database .insert() ?

Using insert method we can insert the records but if any error occurs in any record system will throw an error insertion fail and none of the records are inserted.

If we want to execute partially success of bulk insert operation we will use database .insert.

18. What is Static Resources?

Using Static Resources we can upload images, zip files, jar files, java script and CSS files that can be referred in a visual force page.

The maximum size of Static Resources for an organization is 250mB.

19. How to call java script using Static Resource in Visual Force page?

Add java script file in Static Resource setup -> develop -> Static Resources -> click on ‘New’ -> Name: filename and add file from local desktop and save.

We can use that file as follows in Visual Force page

• <apex: includescript values=” {! $Resource.fileName}”/>

20. What is sharing rule?

If we want to give the access to other users we use sharing rules.

21. How many ways we can share a record?

Role Hierarchy:

If we add a user to a role, the user is above in the role hierarchy will have read access.

Setup -> manage users -> roles -> setup roles -> click on ‘add role’ -> provide name and save.

OWD:

• Defines the base line setting for the organization.
• Defines the level of access to the user can see the other user’s record
• OWD can be Private, Public Read Only, Public Read and Write.

Setup -> Security Controls -> sharing settings -> Click on ‘Edit’

Manual Sharing:

Manual Sharing is sharing a single record to single user or group of users.

We can see this button detail page of the record and this is visible only when OWD setting is private.

Criteria Based Sharing rules:

If we want to share records based on condition like share records to group of users

Whose criteria are country is India.

Setup -> security controls -> sharing settings -> select the object and provide name and

Conditions and save

Apex sharing:

Share object is available for every object(For Account object share object is AccountShare ). If we want to share the records using apex we have to create a record to the share object.

22. What are the actions in workflow?   

     1. Email Alert

     2. Task

     3. Field Update

     4. Outbound Message

23.  How many ways we can made field is required?

      1. While creation of field

      2. Validation rules

      3. Page Layout level

24.  What is difference between Role and Profile?

       Role is Record level access and it is not mandatory for all users.

       Profile is object level and field level access and it is mandatory for all users.

25. What is the maximum size of the PDF generated on visualforce attribute renderAs?

        15MB

26.  How many controllers can be used in a visual force page?

       Salesforce come under SAAS so, we can use one controller and as many extension controllers.

27.  What is difference between Action support and Action function?

• Action function:  Invoke the controller method from java script using AJAX and we can use action function from different places on visual force page.
• Action support: Invoke the controller method using AJAX when even occurs on page like onMouseOver, onClick, ect… and we can use action support for particular single apex component.

28. How many ways we can call the Apex class?

        1. Visual force page

        2. Web Service

        3. Triggers

        4. Email services

29. How to create Master Details relationship between existing records?

Directly we can’t create Master Detail relationship between existing records, first we have to create Lookup relationship and provide valid lookup fields and it shouldn’t  null.

30. What is permission set?

        Permission sets extend user’s functional access without changing user’s profile.

  Ex:  A user has only read access through profile on custom object, administrator want to give access Edit and create operations to him without changing the profile. Administrator creates the permission set having edit and creates operation on custom object and assign to that user.

Salesforce Interview Questions – Part 2

31. What are the different types of controllers?

We have three types of controllers. They are

1. Standard controller.
2. Custom controller.
3. Controller extension.

Controller definition: A Visual force controller us a set of instructions that specify what happens when a user interacts with the components specified in associated Visualforce markup, such as when a user clicks a button or a link.

• Controllers also provide access to the data that should be displayed in a page, and can modify component behavior.

Standard Controller: A standard controller consists of the same functionality and logic that is used for a standard Salesforce page. For example, if we use the standard accounts controller, clicking a Save button in a Visualforce page result in the same behavior as clicking Save on a standard Account edit page.

Custom Controller: A custom controller is a class written in Apex that implements all of a page logic.

If we use custom controller, we can define new navigation elements or behaviors, but we must also reimplement any functionality that was already provided in a standard controller.

Controller Extensions: A controller extensions is a class written in Apex that adds to or overrides behavior in a standard or custom controller. Extensions allow us to leverage that functionality of another controller while adding our own custom logic.

32. What is Custom controller?

Custom Controller: A custom controller is a class written in Apex that implements all of a page logic.

• If we use custom controller, we can define new navigation elements or behaviors, but we must also reimplement any functionality that was already provided in a standard controller.

33. What is the difference between the Workflow and Approval Process?

Workflow rules and Approval Processes can be used together.

Workflow Rules	Approval Processes
Are Triggered upon Save	Are triggered only when a user clicks “Submit for Approval” button.
Consists of one set of criteria and actions	Consists of multiple steps
	Have an entry criteru8a, step criteria and step actions.
	Have Initial submission action, rejection and approval actions and action for each step
Can be modified or deleted.	Some attributes can’t be modified processes must be deactivated before they can be deleted.

Salesforce Interview Questions – Part 3.

34. What are the report Types?

Record types are used to display different picklist values and page layouts to different users based on their profiles.

35. How to make the Record type as default?

By using profiles.

Go to the particular profile and by using Record Type Settings we can make the Record types as default.

36. What is the Customer Portal and Partner Portal?

Customer portal: A Salesforce.com Customer Portal similar to a Self – Service Portal in that it provides an online support channel for your customers – allowing them to resolve their inquires without contacting a customer service representive.

37. Tell me one Governor Limit?

Total number of SOQL queries issued	200
Total number of records retrieved by SOQL queries	50000
Total number of records retrieved by SOQL queries	20
Total number of records retrieved by a single SOSL query.	200
Total number of DML statements issued	150

38. What are the annotations in the Apex?

An Apex annotation modifies the way a method or class is used, similar to annotations in Java.

• @Deprecated.
• @Future.
• @Is Test.
• @ReadOnly.
• @RemoteAction.

39. What is @IsTest annotation?

Use the isTest annotation to define classes or individual methods that only contain code used for testing you application.

40. How many controller extensions we can use?

Any number of controller extensions.

41. What are the Collections?

• Lists.
• Maps.
• Sets.

42. What are the difference between the Sets and Maps?

• A Set is an unordered collection of primitives or sObjects that do not contain any duplicate elements.
• A Map is a collection of key-value pairs where each unique key maps to a single value. Keys can be primitive data type, while values can be a primitives, sObject, collection type or an Apex object.

43. What are the data types we can give for the Key and Values in Maps?

• Keys – Primitive Data Types.
• Values – Primitive, sObject, Collection Type or an Apex Object.

44. Have you Implemented record type in your project?

Yes, we have created Record Types and we have done Page Layout Assignment also.

Salesforce Interview Questions – Part 4

45. What are the types of Sandboxes you’re using?

Full Sandbox and Configuration only Sandbox.

• Full Sandbox : Full Sandbox is Production environment.
• Configuration Sandbox: Test Sandbox.

46. What is the difference between the with Sharing and with out Sharing keywords?

Use the with sharing keywords when declaring a class to enforce the sharing rules that apply to the current user.

Use the without sharing keywords when declaring a class to ensure that the sharing rules for the current user are not enforced.

47. What is the difference between Tigger.new and Trigger.old?

Trigger.new : Returns a list of the new versions of the sObject records.

Note that this sObject list is only available in insert and update triggers, and the records can only be modified in before triggers.

Trigger.old : Returns a list of the old versions of the sObject records.

Note that this sObject list is only available in update and delete triggers.

48. What is the Custom Settings?

Custom Setting that provides a reusable set of static data that can be accessed across your organization. There are two types of custom settings.

1. List Custom Settings.
2. Hierarchy Custom Settings.

49. What is the difference between the Lookup and Master-detail relationship?

Lookup Relationships	Master-Detail Relationships
We can create upto 25 lookup Relationships	We can create upto 2 Master-Details Relationships
Lookup can be created if records already exists	Master-Details Relationships cannot be created if records already exists.
If we deletes the Parent record, then the child will not be deleted.	If we delete the Parent record, then the Childs will be deleted automatically.
Mandatory	Optional

50. What is the difference between the Profiles and Roles?

Profiles: A collection of settings and permissions that define how a user accesses records. Profiles Control a user’s permissions to perform different functions in Salesforce.

• A Profile can have many users, but a user can have only one profiles.

Salesforce FAQ, SFDC Interview Questions – Part 5.

51. Can we create a user without assigning the profile?

No, because while creating the user, selection of profiles is mandatory thing.

52. How many ways we can make a filed required?

There are three ways to make a filed required. They are

1. While creating a filed.
2. Using Page Layout and using Validation Rules.
3. FLS(doubt).

53. How many ways we can create visualforce page?

There are two ways to create a visualforce page. They are

1. By using the URL.
2. By using the path setup=> Develop=> Pages.

54. What are the assignment Rules?

Assignment Rules are used to automate organization’s lead generation and support processes.

• Lead Assignment Rules specify how leads are assigned to users or queues as they are created manually, captured from the web, or imported via the lead import wizard.
• Case Assignment Rules determine how cases are assigned to users or put into queues as they are created manually, using Web-to-Case.

55. What are the types of Relationships?

1. Master- Detail.
2. Lookup.
3. Many to Many.
4. Hierarchical.

56. Can we delete the user from Salesforce?

As per now, Salesforce does not allow to delete any user, how ever we can deactivate the user.

57. How to create the Many to Many relationships between object?

Create one custom object, which should have auto number as unique identification and create two Master- Detail relationships for this object. And this Object is called as Junction object.

58. What is Cross Object Formula?

Cross-Object Formula can reference merge fields from a master(“parent”) object if an object is on the detail side of a master-details relationship. We can reference fields from object that are up to ten relationships. We can able to insert related Object data into a formula.

59. How to hide a tab for an User?

By Profiles we can hide a tab from a user.

Use “Tab Hidden” setting for Tab Hide.

60. What is an External ID?

External ID are used when we interacting with a external systems. It will act as unique identifier. We can define 3 external ID fields per object. These are the data types of fields.

• Number.
• Text.
• Email.

Salesforce Answers, Salesforce Interview Question.

61. How to merge duplicates without going for third Party tools?

Click on the Tab and go to Tools section, we can find the Merge option.

62. How many ways we can do deployment?

There are three ways to do deployment.

1. By using change Sets.
2. By using Force.com IDE tool(Eclipse).
3. By using Force.com Migration toolkit.

63. What is the best practice you are using while coding?

• Bulkify your code: Bulkifying Apex code refers to the concept of making sure the code properly handles more than one record at a time. When we try to load the link of the records using the Data Loaders, then we make sure that code will satisfy.
• Avoid SOQL Queries inside For loops: When queries are placed inside a for loop, a query is executed on each interaction and the governor limit is easily reached. Instead move the SOQL query outside of the for loop and retrieve all the necessary data in a single query.
• Avoid Multiple Triggers on the Same Object: Write the Single Trigger on the each object and write the logic in the classes and call that classes in the triggers.
• use of the Limits Apex Methods to avoid Hitting Governor Limits.
• Avoid hardcoding IDs.

64. What is the MVC design pattern in Salesforce.com?

Model View Controller (MVC) design pattern is the one of the most popular design pattern which contains three modules.

1. Model.
2. View.
3. Controller.

• Model: What Schema and Data does salesforce uses to represent the system completely. In Salesforce, we can say that sObject are the model.
  • Example: Sobjects, Apex Classes.
• View: How the Schema and data is represented. Visualforce is used to present the data to users.
  • Example: Pages, Components.
• Controller: How the interface actions. Controllers are used to perform the actions whenever users interact with Visualforce.
  • Example: Standard, Custom(Apex).

65. How many records we can display in the particular report?

Any number of records.

66. What are the data components in the Dashboards?

The following are the Data Components in the Dashboards.

1. Horizontal Bar Chart.
2. Vertical bar Chart.
3. Line Chart.
4. Pie Chart.
5. Donut Chart.
6. Funnel Chart.
7. Gauge Chart.
8. Metric.
9. Table.

Note: The Components of the Dashboard that use the Grand Totals is Metric and Gauge.

67. How to call method in VF page?

We have a attribute called action in the <apex:commnadbutton> tag in the VF page.

<apex:commandButton action=”{!save}” value=”Save” id=”theButton”/>.

68. How much code coverage we can do for a Test Class?

• 75%.

69. What is the Formula Filed?

A read-only field that derives its value from a formula expression which we define. The formula filed is updates when any of the source field change.

70. Mention the names of Standard Controllers?

• Accounts.
• Contacts.
• Opportunities.
• Leads…etc.

80. What are the actions in Workflow?

• Tasks.
• Email Alert.
• Field Update.
• Outbound Message.

81. Can we delete a record using the Workflow?

• No.

82. What is the validation Rule?

• Validation rule verify that the data a user enters in a record meets the standards we specify before the user can save the record.
• Validation rule also included the error message to display to the user when the rule returns a value of the true due to an invalid value.

83. If we don’t have 75%code coverage, can we move it from one sandbox to another sandbox?

Yes, we can move a class from one Sandbox to another sandbox. But if we want to move a class from sandbox to environment we need to have a Test Class with a minimum of code coverage should be 75%.

SFDC Interview Questions, SFDC FAQ – Part 7

66. What are the Data Components in the Dashboards?

The following are the Data Components in the dashboards.

• Horizontal Bar Chart.
• Line Chart.
• Pie Chart.
• Donut Chart.
• Funnel Chart.
• Gauge Chart.
• Metric.
• Table.

Note : The Components of the dashboard that use the Grand Totals is Metric and Guage.

67. How to call method in the VF page?

• We have a attribute called action in the <apex:commnadbutton> tag in the VF page.

<apex:commandButton action=”{!save}” value=”save” id=”theButton”/>.

68. How much code coverage we can do for a Test Classes?

• 75%.

69. What is the Formula Field?

• A read-only field that derives its value from a formula expression which we define. The formula field is updated when any of the source fields change.

70. Mention the names of Standard Controllers?

• Accounts, Contacts, Opportunities, Leads…etc.(all Standard and custom objects).

71. What are the actions in the Workflow?

• Task.
• Email Alert.
• Field Update.
• Outbound Messages.

72. Can we delete a record using the Workflow?

• No.

73. What is the validation rule?

• Validation Rules verify that the data a user enters in a record meets the standards we specify before the user can save the record.
• Validation rule also included the error message to display to the user when the rule returns a value of true due to an invalid value.

74. If we don’t have 75% code coverage, can we move it from one sandbox to another sandbox?

• Yes, we can move a class from one sandbox to another sandbox. But if we want to move a class from sandbox to production environment we need to have a Test Class with a minimum of code coverage should be 75%.

75. Can we have duplicates in the External ID?

• No

76. Which method in custom settings returns list of records?

• getAll().

77. What are the context variables in Triggers?

• Trigger.new, Trigger.old.
• Trigger.NewMap, Trigger.OldMap.
• isInsert, isUpdate, isDelete, isBefore, isAfter, isUndelete.

Salesforce Interview Question – Part 8

78. What is the Bulk Triggers?

• All the triggers are bulk triggers by default, and can process multiple records at a time. We should always plan on processing more than one record at a time.

79. What is the difference between giving with sharing and without sharing while creating a class?

• The class with sharing means we are enabling the access to the profiles. The class without sharing means we are disabling the access to the profiles.

80. Can we put list in the Map?

• Yes, we can put list in the Map. Please find the code below.

Map<Id, List<Opportunity>> MapList=New Map<Id, List<Opportunity>>();

81. What is the Rollup Summary?

• A read-only field that displays the sum, minimum, or maximum value of a field in a related list or the record count of all records listed in a related list.

82. How can we implement a scheduler in Force.com?

• In Force.com we have a concept of scheduling the apex. We can write a block of code which can be scheduled at particular point of time in a week.

83. What are the different types of the trigger events?

An event in a trigger refers to a situation when the trigger gets fired.

• Before Insert: Before inserting the record into the database, the trigger will be fired.
• Before Update: Before deleting a record, trigger will be fired.
• Before Delete: Before Deleting the record, trigger will be fired.
• After Insert: After Inserting a newly entered record into database, the trigger will be fired.
• After Update: After modifying the record once it is saved to database. the trigger will be fired.
• After Delete: After Deleting a record, if user need to perform any action, he can fire the trigger using this after delete event.
• After Undelete: Once the record gets deleted, it will be sent to recycle bin to its respective object and the transaction is done.

Salesforce Interview Questions, answers – part 9

84. Can we have duplicate in the External ID?

• No.

85. What are the different types of trigger events?

An event in a trigger refers to a situation when the trigger gets fired.

• Before Insert: Before updating a record onto the database, the trigger will be fired.
• Before Update: Before updating a record which is fetched from database, the trigger will be fired.
• Before Delete: Before Deleting a record an once it is saved to database, the trigger will be fired.
• After Insert: After inserting a newly entered record into database, the trigger will be fired.
• After Delete: After Deleting a record, a user need to perform any action, he can fire the trigger using this after delete event.
• After Undelete: Once the record gets deleted, it will be sent to recycle bin. So, a trigger can be fired when user is moving back from recycle bin to its respective object and the transaction is done.

86. What are the types of Triggers?

There are two types of Triggers in Salesforce.

• Bulk Triggers.
• Recursive Triggers.

Recursive Trigger: A Trigger that creates a new record as part of its processing logic; however, that record may then cause another trigger to fire, which in turn causes another to fire, and so on.

87. What is the difference between render, rerender and renderas?

• Render: Component in Visualforce page can show or hide by suing render.
• Rerender: If we want to refresh partial page in Visual force page we have to use Rerender.
• Render as: By using this we can convert entire visual force into PDF. the syntax is Render as = “pdf”.

88. What is the difference between Trigger and Workflow?

• Workflow: Inbuilt functionality, used on single object.
• Trigger: Used for complex business process in which multiple Objects can handle.

Examples:-

• Using Workflow, Based on the criteria we mentioned on the parent record, we can do filed update on the parent only but not on the chid object.
• Using Triggers, Based on the criteria we mentioned on the parent record, we can do field update on the child also.

89. How many characters can we enter in the formulae field? What will happen if we exceed the character limit?

• We can enter upto3900 characters in the formula field. If we exceed the limit, then it will give the compilation error.

90. Can we include on formula field with in another formula field? What about the size?

Yes, we can include on formula field with in another formula field. It will calculate the formula field characters which we included in the formula field.

91. What is the action Function in the VF pages?

• <apex:actionFunction>: A component that provides support for invoking controller action methods from Javascript code using an Ajax request.
  • An <apex:actionFunction> component must be child of an component.
•  <apex:actionStatus>: This Component i s used for displaying different values depending on whether it’s in progress or completed.
• <apex:actionsupport>: A component that adds AJAX support to another component, allowing the component to be refreshed asynchronously by the server when a particular event occurs, such as a button click or mouseover.
• <apex:actionPoller>: This component specifies a timer that sends an Ajax update request to Force.com according to a time interval that we specify.

92. What is the difference between the ISBLANK() and ISNULL ()?

Both determines if an expression has a value and returns TRUE if it does not. If it contains a value. this function returns FALSE.

• ISBLANK(expression) : The expression allows both number and text fields
• ISNULL(expression): Here the expression allows only number fields.

93. What are the Operators we can do using Data Loader?

• Insert.
• Update.
• Upsert.
• Delete.
• Export.

94. What is the maximum size of the PDF generated on Visualforce attribute renderAS?

The maximum response size when creating a PDF must be below 15 MB, before being rendered as a PDF.

95. What is the Order of Execution?

The Order of execution gives the what are the events that Salesforce performs in order.

• Executes all before triggers.
• System validations are performed.
• Custom validations are performed.
• Saves the record but doesn’t commit.
• Executes the assignment rules.
• Executes the Workflow rules.
• Commit to th database.

96. Can we change the data type from lookup relationship to master-detail relationships?

Yes, we can change the Lookup relationship to master-detail relationships.

97. We can create master-Detail relationships if records already exist on object? Then how to achieve this one?

First we have to create the lookup relationship. Next update the existing records with some value in the lookup field. Now change the data type from lookup to master-detail.

98. What is the difference between Force.com and Salesforce.com?

Force.com is the platform used to develop the applications in the salesforce. Salesforce.com is keyword used to search anything.

99. What is the difference between Data Loader and Import Wizard?

Data Loader	Import Wizard
It Support all the Standard Object and Custom Objects.	It Supports Accounts/Contacts, Leads, Solutions and Custom Objects.
Supports upto  million records.	Supports upto 50,000 records.
Duplicates will be allowed	Duplicates will not be allowed.
Have batch size.	Don’t have any batch size.

100. What are the OWD?

• Organisation Wide Default’s is used to restrict access.
• OWD sharing settings give you a baseline level to access for each object and enable you to extend that level of access using hierarchies.

101. What is sharing rule?

Sharing rules represent the exceptions to your organization-wide default settings. Using sharing rules we can extend the access for the records.

102. At profile level what are the permissions we must give for OWD’s does not work?

View All and Modify All permissions.

103. What is permission sets?

A permission set is a collection of settings and permission that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend user’s functional access without changing their profiles.

1. What is Cloud computing?
“Cloud Computing is a new trend in IT development, deployment, Delivery module of business Products, Services that are provided over the internet that are been used by the real time User“

List some CRM Software’s?

We have number of CRM softwares which are provided by top CRM companies some of them are listed below depending upon their present market.

1. Salesforce CRM.
2. Microsoft Dynamics CRM.
3. Oracle CRM.
4. SAP CRM.
5. Sage CRM.
6. NetSuite CRM.
7. Oracle CRM on Demand.
8. Oracle Sales Cloud(Fusion CRM).
9. SugarCRM.
10. Nimble

What are the Advantages of Cloud Computing?

• Cloud computing has made tremendous growth in processing power, reliability of the Internet and the great increase in broadband speeds.

What is the definition of CRM?

“Cloud Computing definition given by NIST (US National Institute of Standards and Technology) : Cloud Computing is a model for enabling ubiquitous, convenient, on-demand network access to a shared pool of configurable computing resources that can be rapidly provisioned and released with minimal management effort or service provider interaction“.

What are deployment modes of cloud computing?

Cloud computing services can be provided in four different deployment modes depending on size and structure of an organization. Four deployment modes of cloud computing are

1. Public Cloud.
2. Private Cloud.
3. Hybrid Cloud and
4. Community Cloud.

What is Public Cloud?

Public cloud can be available to people across the world. In this Public Cloud the user has no control over the resources.

What is Private Cloud?

Private Cloud Can be accessed only with in the limited premises. In Private cloud Cloud Services Providers Cloud infrastructure to particular Organization or Business specially. This Cloud infrastructure is not provided to others.

What is Hybrid Cloud?

Hybrid Cloud is the combination of number of clouds of any type but the cloud has the ability to allow data and / or applications to be moved from on cloud to another cloud. Hybrid Cloud is a combination of (Public Cloud ,Private Cloud, Community Cloud). Here API is used as an interface between public and Private Cloud.

What are the different types of Cloud Service providers?

Cloud Service Providers are those who provide cloud services to the business and customers or consumers. Cloud Service providers will have huge data base, Data centers, infrastructure, software’s, platform and hardware systems.

Difference between Public and Private Cloud?

Public cloud can be available to people across the world. In this Public Cloud the user has no control over the resources. Where Private Cloud Can be accessed only within the limited premises. In Private cloud Cloud Services Providers Cloud infrastructure to particular Organization or Business specially. This Cloud infrastructure is not provided to others.

Salesforce.com is based on which cloud computing Service ?

Salesforce.com is based on Software as a Service ( SaaS).

What are common factors on SaaS, PaaS, and IaaS?

SaaS, Paas and IaaS are the three types of services provided using “cloud”. Their common factor for providing  services to organization and customer is the “CLOUD”depending upon the types of the service they need. Saas provides Software service on cloud where PaaS provides Platform for application development and finally IaaS provides Infrastructure.

What is Salesforce?

Salesforce is one of the best customer relationship management (CRM) tool. Salesforce is among one of the best web based flexible and powerful database provider available in the market.

Different Salesforce Editions?

Salesforce.com provides different types of editions and features depending upon the cloud. For Sales cloud it provides four different types of editions. They are

1. Group.
2. Professional.
3. Enterprise.
4. Unlimited.

Number of Salesforce Editions released per year?`

Salesforce Releases e updates for every year. They are

1. Spring.
2. Summer.
3. Winter.

Difference between Salesforce.com and Force.com?

Salesforce.com and fore.com are relatively same but they are different in their functionality. Salesforce.com is used to develop CRM functionality based application where force.com is used to customize our data model, business logic and User interface

What is Database.com?

Database.com is a type of service provided by Salesforce.com to enhance the power of Salesforce.com CRM applications. Database.com provides “Data as a Serivce” to subscribers.

How many types of portals are available in Salesforce?

In Salesforce.com we have three types of portals. They are

1. Customer Portal.
2. Partner portal.
3. Self Service portal.

What is App in Sales force?

App means an Application. In Salesforce an Application consists a group of tabs which are designed to work as a single function. We have number of applications in Salesforce.com some of them are sales, marketing, chatter, site.com, work.com etc.

We can create new application and also customization for the existing apps in Salesforce.com. To create new app in sfdc go to Setup=>Build=>Create=>App.

Different types of object in Salesforce.com? And why they called so?

In Salesforce.com we have two types of objects. They are

1. Standard objects.
2. Custom Objects.

• Standard Objects :- Standard objects are called so because they are created and provided by Salesforce.com.
• Custom Objects :- Custom objects are those which are created by an User in salesforce.com.

What is an object in Salesforce?

An Objects is represented as a database table which stores organization data . Objects consists of set of fields and we store data against that field. To view data Salesforce provided  TABS.

To create custom fields go to Setup=>Build=>Create=>Object.

What is TAB in Salesforce?

Salesforce.com provides list of tabs and are placed in Tab menu. To access data of an objects Tabs are used. Tabs in Salesforce are three types they are.

1. Custom Tabs.
2. Visualforce Tabs.
3. Web Tabs.

List examples of custom field types?

Some of the custom field types are date field, Date/Time field, Currency field, Checkbox field, Number field, Text field, Pick list field, Email field, percent fields, phone field, Url field and many more.

What are the Standard and Custom Fields in Salesforce?

• Standard fields for custom objects stores the information about  created by, modified by, currency, Name, owner and Division. These are the standard fields in Salesforce.com.
• Custom field for custom objects store unique data or information of an organization.

How many custom fields can I created in an object?

In Unlimited edition we can create up to 500 fields per object. In professional edition we can create up to 100 custom fields per object.

What is a profile?

Profiles are those which defines user’s  to perform different functions like settings and permissions in salesforce. It is another way to restrict or control access to a particular record.

Profile are of two types.

1. Standard Profile.
2. Custom Profile.

• Standard Profile : Profiles created by force.com are called Standard Profiles.
• Custom Profiles :Profiles created by user are called Custom Profiles.

What is Role ?

Role Hierarchy settings make the managers and subordinates to edit, and view the records. The users in the Hierarchy can be able to view, edit and report all the data shared.

To create roles in salesforce go to setup=>Administer=>Manage Users=> Roles.

Difference between Role and Profile?

Roles :- Using we can provide record level access like organization wide defaults, Role hierarchy, sharing rules and Manual sharing. Simply roles influences record level access.

Profiles :- Using  profile object level and field level access can be made like general permissions, tab level permissions, read & write permissions etc.

Number of standard profiles available in Salesforce.com?

In salesforce we have 6 standard profile they are.

1. Standard user.
2. Solution manager.
3. Marketing User.
4. Read only.
5. System administrator.

How can you use the term “Transfer Record” in profile?

Transfer record  is a type of permission in salesforce. If a user is is given access to transfer a record then the user will have the ability to transfer the records which have Read access.

Tell me about  Company Profile?

In salesforce.com company profile consists of information about language, locale, time zone, number of licenses, storage and available space, about fiscal year, address and currencies.

How to get security token in Salesforce.com?

To get security token in salesforce.com go to your name=>Personal=>Reset my Security token.

What is a Fiscal Year in Salesforce?

Fiscal years in Salesforce are used to define starting and ending date of an organization financial year.Fiscal years in salesforce are two types they are.

1. Standard fiscal year :- To change starting month of the fiscal year this type is used.
2. Custom fiscal year :- We can set custom fiscal year dates like quarters, weeks.

What is a dependent picklist?

Dependent Picklist allows to contain multiple values and pick value one among them or Multiple values among them. Dependent fields depends upon controlling field.

What is Page Layout and Record Types?

• Page Layout :- In page layout customization can be done like fields, related lists, custom links can be arranged.
• Record Types :- Record types in salesforce helps to implement business processes like defining picklist values for standard and custom pick lists.

How to delete user from Salesforce?

In salesforce.com, deleting a user is not possible. But the user can be deactivated by freezing that user in salesforce. To deactivate user go to Setup=>Administer=>Manage users=>Users=>Click on Freeze.

How to freeze users in salesforce.com?

In salesforce.com, deleting a user is not possible. But the user can be deactivated by freezing that user in salesforce. To deactivate user go to Setup=>Administer=>Manage users=>Users=>Click on Freeze.

In how many ways can we store files, images and documents in salesforce.com? what are they?

In Salesforce.com we can store files, images and documents in 5 types they are.

1. Attachments.
2. Documents.
3. Google drive.
4. Libraries.
5. Chatter Files.

What are Static Resources?

Static resources helps to store upload images, files, zip files, documents, javascript files, Css Files which can be used in visualforce pages. Maximum data storage limit for static resource is 250mb.

List some standard indexed fields in salesforce.com?

Id, name, owner fields, lookup fields, master-detail relationship fields, audit dates like Last Modified dates etc are the standard indexed fields in Salesforce.com.

Which fields are  Indexed by default in Salesforce?

Salesforce indexed some fields by default they are Id, name, owner fields, lookup fields, master-detail relationship fields, audit dates like Last Modified dates.

Which fields cannot be added as a custom Index?

Formula fields.

In salesforce, Can two users’ can have same profile?

Yes.

Is it possible to edit formula field values in a record?

No.

Salesforce interview Questions on Security

What is a Sharing Rule?

Sharing rules in Salesforce represent the permissions and exceptions to your organization. By using sharing rules we can grant access to edit, read, read/write permissions to user. Sharing Rules are of two types. They are

1. Manual Sharing.
2. Automatic Sharing.

What is Manual Sharing?

Manual sharing is the process of sharing records manually.

What is permission set?

Permission sets in salesforce.com are the combination of different settings and permission sets given to user to access records and files.

Note :- Manual sharing is available for only Organization wide default settings are private to the object.

Difference between profiles and permission sets?

Permission Sets : In this Permission sets we define the access level of the user. Generally we determine what a user can do in the applications. These are used to grant additional permission to a user.
Profiles : In Object level Security, Profiles are assigned to the user by system administrator. A profile can be assigned to many users where as a user can have only one Profile.

Difference between profiles and permission sets?

Permission Sets : In this Permission sets we define the access level of the user. Generally we determine what a user can do in the applications. These are used to grant additional permission to a user.
Profiles : In Object level Security, Profiles are assigned to the user by system administrator. A profile can be assigned to many users where as a user can have only one Profile.

How can you define Field Dependency?

In Field dependency, we have to fields controlling filed and dependent field. When a selection is made the controlling field controls dependent picklist values.

Ex:- When a country is selected in dependent picklist then the states are available to that country. Here country is controlling field and State is dependent field.

How many field dependencies we can use in Visual Force page?

We can use up to 10 field dependencies in visualforce pages.

Tell me about Field-Level Security?

In field level security, we control the user what to see, edit, delete of a particular field in the object.

Briefly describe about Field-Level Security?

In field level security, we control the user what to see, edit, delete of a particular field in the object. In some situation like if we want to grant access control over Object to a user but the user should not be able to access some particular fields in that objects then we go for Field Level Security.

Field Level Security can be controlled by Profiles and Permission sets.

= > Profiles.

• Page Layouts.
• IP Ranges.
• Login Hours.
• Desktop.
• Client Access.

= > Permission sets.

• App Permissions.
• Record Types.
• Tab Settings.
• Assigned Apps.
• Object Permissions.
• Field Level Security.
• Apex Classes
• Visual Force Pages

What are Login Hours and Login IP Ranges?

• Login hours are set in an organization to restrict the user’s who tries to login before or after login hours.

To set login hours in an organization go to Setup=>Administration=>Manage users=>Profiles.

• IP ranges are used to restrict any login attempt is done from unknown IP addresses. Usually organizations maintain login IP ranges.

To set Login IP ranges in salesforce go to Setup=>Administration Setup=>Manage Users=> Profiles.

What is a User Record?

User records consist key information about the user.

What is a Record Owner?

Record Ownership : The User or Queue who controls and have the right to access  a record.

Generally there are two types of Owners. They are

1. Users.
2. Queues.

What are Organization Wide Defaults?

• Organization wide Defaults define the baseline level of access to data records for all users in an Organization.
• Organization wide Defaults are used to restrict access to data(Records).
• Organization wide Defaults(OWD) can be defined for Standard Objects and Custom Objects.

What is a Role and Role Hierarchy?

Salesforce uses role hierarchy to automatically to grant access to users by default. We can not edit Grant Access using Hierarchies for standard objects and can edit Grant Access using Hierarchies check box for Standard objects.

What is Access at the Role Level?

Access at the role level depends upon the organization wide defaults.

What are the different types of Sharing Rules in Salesforce and explain them?

1. Account sharing Rule.
2. Contact Sharing Rule.
3. Case Sharing Rule.
4. Opportunity sharing Rule.
5. Lead Sharing Rule.
6. Custom Object sharing Rule.

 In how many ways can we share a record?

Records can be shared in 5 types they are

1. Role Hierarchy.
2. Organization Wide Defaults.
3. Manual Sharing.
4. Criteria Based Sharing Rules.
5. Apex Sharing.

Best Practices of Creating Contact Sharing Rules?

Organization wide default settings are used to set red, write, read/write permissions

How can i provide record level access to user’s in an organisation? then what should i use from Salesforce security model?

Salesforce Security is of two types they are

• System Level Security.
• Application Level Security.

 If i want Object level accesses then what should i use from Salesforce security model?

What are governor limits?

Governor Limits in Salesforce.com are the run time limits enforced by the apex runtime engine to write scalable and efficient code.

 Is it possible to bypass Grant Login access using Hierarchies in case of standard objects?

Yes

Can we use sharing rules to restrict data access?

No, sharing rules cannot restrict data access.

 Is it possible to create sharing rules for detail object?

No, we can create sharing rules for details objects because they don’t have owner field.

what is owd in salesforce

Salesforce Organization-Wide default or Organization-Wide sharing settings determine the default or baseline level of access for all records of an object. Organization-wide defaults can never grant users more access than they have through their object permissions.”

How can you change the setting “Grant Access Using Hierarchies” for Standard Objects ?

It is not possible , by default Grant Access Using Hierarchies options are enabled for standard objects and they can not be changed.For custom objects we can change “Grant Access Using Hierarchies “settings .

What are the Mandatory points that you think while creating User and Role ?

It’s Profile.

While setting OWD (Organization wide sharing), can we change/modify the setting of child record in case of Master-Detail relationship?

No, we can not change the settings of child record in Master Detail relationship because child record is controlled by parent record.

Number of accesses available in Organization Wide Defaults and what are they?

We have 13 types of access in Organization default settings. They are

1. Private
2. Controlled by parent
3. Public Read Only.
4. Public Read/Write.
5. Public Read/Write/Transfer.
6. Public Full Access.
7. Use.
8. No Access.
9. View Only.
10. Hide Details.
11. Hide Details and Events.
12. Show Details.
13. Show Details and events.

 In Partner Community, external user is having appropriate OWD and Profile Settings for Opportunity or consider any other Object. However they are getting insufficient privilege access, what might be cause of this error ?

1. First check that every field used in report has Field level security for external users.
2. Check whether Standard Report Visibility settings are enabled, if it is enabled user can be able to see reports which are based on standard report types.
3. Now external user can be able to access sensitive information of internal user.

Salesforce Interview Questions on Relationships

What are the different types of Relationships in SFDC?What are they?

They are four types of Relationships in Salesforce.com. They are

1. Master-Detail relationship.
2. Look-up Relationship.
3. May-Many Relationship.
4. Hierarchy Relationship (we can not use this relationship).

What is a “Look-up Relationship”?

• No parent is required.
• Relationship is optional.
• No impact on Security.
• Roll-Up summary fields cannot be available.
• 25 look-up relationships can be created to one Object.

What is “Master-Detail Relationship”?

We create Master-Detail Relationship using Junction Object in Salesforce.

• Child record must have a  associated parent.
• Cascade record-level security.
• Cascade record deletion.
• Roll-up Summary fields can be established.
• Standard objects can not be a detail object.
• Standard Objects can be a Master object
• Maximum 2 Master-Detail Relationships can be created to a Object.
• Records can be re parented.

What is a “Self Relationship”?

Self Relationship is nothing but creating relationship between two same objects. This Self Relationship is a Look-up Relationship to the same object.

What is Roll-up summary?

Roll-Up Summary field in salesforce calculates values from a set of related records.

Define various characters of Roll-up Summary Field?

1. Roll-Up Summary field can be created only in a object which is referred as a object with a master detailed relationship field.
2. Roll-Up Summary field can only created for Master-detail Relationship.
3. Roll-Up Summary field can not be  created for Look-up Relationship.
4. It Derives the data from child Object.
5. We can’t change field type of a field that we reference in a roll-up summary field.
6. Auto numbers are not available here.
7. Roll-Up Summary fields are not available for mapping lead fields of converted fields.

List out the functions of Roll-up Summary field ?

• Count : It calculates the total number of related records.
• Sum : It totals the values of selected fields.
• Min : Displays lowest value.
• Max : Displays the highest value.

 What is Many-Many Relationship in Salesforce ?

• Many-Many Relationships between two objects can be created.
• Junction Object is used to create Many-Many Relationship.
• Junction object can also be called as Join Object.
• Junction Object links each objects in Many-Many Relationship.

 How to create Roll-up summary field on look-up relationship?

Step1 : Go to Detailed view of the object then go to Custom fields and Relationship section.

Custom fields and Relationship section => New => Roll-Up Summary.

Now enter all the details like Field Label and Field name and Select Next.

Enter Summarized object from picklist, Select Roll-Up Types select Next and finally Save it.

Below is the Roll-Up Summary field created to sum all fees paid by all students in a college.

Like wise create remaining 3 roll-up summary fields and also create some records in the objects.

Can we have Roll up Summary fields in case of Parent-Child Relationships?

No.

 Is it possible to edit Roll up summary field value in a record?

No. roll up summary fields are read only fields and they can not be edited.

Is it possible to create Roll up summary field on parent object ?

Yes, we can create Roll up Summary field on parent object only with master detail relation between objects.

 How to create Many – to – Many relationship?

https://www.salesforcetutorial.com/many-to-many-relationships-in-salesforce/

What is Junction Object?

In salesforce, Junction Object are the part of the objects which joins one object to another. These are specially used to join many objects in Many to Many relationships.

What are the main things need to consider in the “Master-Detail Relationship”?

Cascade deletion of the child records is done when parent record is deleted in Master-Detail Relationship.

Can we convert the look up relationship to Master Detail relationship? If so How can we convert?

Yes, we can convert Look-Up relationship to Master-Details Relationship. Conversion can be done only if all the fields have valid look-Up fields values only.’

94. Can we create Master Detail relationship on existing records?

Yes, It is possible to create Master-Detail Relationship on existing record. First we have to create Look-Up relationship to a  record then convert it to master-Detail Relationship.

95. How to create many to many relationships between two objects?

Many to Many Relationship can be created using Junction object.

Learn how to create Many to Many Relationship in Salesforce.

96. In case of Master-Detail relationship, on Update of master record can we update the field of child record using workflow rule?

No

97. In case of Master-Detail relationship, on Update of child record can we update the field of Parent record using workflow rule?

Yes, we can updatethe field of Parent record using workflow rule.

98. What happens to detail record when master record is deleted?

When master Record is deleted, it’s detail records are also deleted.

99. What happens to child record when a master record is deleted in Look-up Relationship?

Child records are not deleted.

100. A custom object contains some records, now my requirement is to create field in this object with master detail relationship.

No. we can no create master detail relationship first create look up relationship and associate look fields for every parent record and then convert this to Master detail relationship.

101. Can we create both  master detail relationship and Look-Up Relationship at a time ?

Yes, we can create.

Salesforce Interview Questions on Reports & Dashboards.

102.What are different kinds of reports?

There are three types of reports in salesforce.com they are

1. Tabular reports.
2. Summary reports.
3. Matrix reports

103.What are Standard Reports?

Standard reports in salesforce are those provided by salesforce.com. These type of reports can not be deleted and used primarily for creating custom reports.

104.What are custom Reports?

Custom reports in salesforce are those created by user with specific criteria. These type of report can be deleted, edited and stores in personal folders.

105.What is a Tabular report ?

Tabular reports in salesforce are those where the data is displayed in the form of list. In Tabular reports custom data is arranged with out subtotals.

106.What is a Summary Report?

Summary reports in salesforce are those where the data is displayed in the form of summary format. Sorting, sum-total of data can be available in this report.

107.What is a Matrix Report?

Matrix reports is salesforce are those where the data is arranged in grid format having rows and columns. Data is arranged vertically and horizontally in tables like excel format.

108.What is Trend Report?

Trend reports in salesforce are those which displays historical data. Trend reports are used to analyse which fields contains data that we want to leave out.

109.What are Custom Report Types?

Custom report types in salesforce allows us to build framework in the report wizard when creating custom reports. This custom reports can be created between standard and custom objects.

110.Who can run Reports?

In Salesforce.com, most reports run automatically when we click on the report name. If we want to run a report click on “Run Report” to run automatically.

111.What is a bucket field in reports?

In salesforce reports, bucket fields are used to categorize reports records . When we use bucket field in reports there is no need of creating formula or a custom field.

112.Is it possible to delete reports using Data loader?

No, it is not possible to delete reports using data loaders.

113.What are Dashboards?

Salesforce Dashboards are the graphical representation and visual presentation of reports data in salesforce.

114.What are the different Dashboard Components?

Salesforce dashboard components are used to represent data. Salesforce dashboards have some visual representation components like graphs, charts, gauges, tables, metrics and visualforce pages. We can use up to 20 components in single dashboard.

115.What are dynamic Dashboards?

Dynamic dashboards in Salesforce displays set of metrics that we want across all levels of your organization. Enterprise Editions can use five dynamic dashboards and Unlimited edition can use ten dashboards.

116.Can we schedule dynamic dashboards?

No, we can not schedule dynamic dashboards for refresh. It must be done manually.

117.Explain dynamic Dashboard.

Dynamic dashboards in Salesforce displays set of metrics that we want across all levels of your organization.

Dynamic Dashboards in salesforce are Created to provide security settings for the dashboards in salesforce.com. We may have a requirement in an organization to “view all data” by every user in an organization according to their access we have to select Run as Logged-in User. There are two setting option in Dashboards. They are

1. Run as specified User.
2. Run as Logged-in User.

118.Who can access “drag and drop dashboard”?

User who have permissions in managed dashboard can access drag and drop dashboard.

119.Which type of report can be used for dashboard components?

Summary reports and Matrix reports are used for dashboard components.

120.Which permission is required to set the running user other than you in dashboard?

The user must have “View All Data” permission is required to set the running users.

121.What is the use of “floating report header”?

Floating report headers enables us to display the column header visible on each page when we scroll the report page.

122.How to enable “floating report header”?

To enable floating report header in salesforce go to Setup=>Customize=>Reports and Dashboards=>User Interface settings=>Click on enable floating report header.

123.What is Analytical Snapshot in Salesforce.com ?

Analytical Snapshot in Salesforce are used to create reports on historical data.

124.What is Workflow?

Salesforce Workflow is a business logic that evaluates the records as they are created, updated in an object to apply automated process like Assigning Tasks, Emails, Field Update and outbound message sending.

125.Different Workflow Components available in salesforce?

In salesforce.com. workflows consists of 5 components they are.

1. Workflow rules.
2. Workflow tasks.
3. Workflow Email alerts.
4. Workflow field updates.
5. Workflow Outbound messages

126.What are the different workflow actions available in Salesforce?

1.  Tasks.
2.  Email alerts.
3.  field updates.
4.  Outbound messages

127.What is a Workflow Task?

Workflow tasks in salesforce are used to assigns a task to users. Using tasks we can specify the Subject, Status, Priority, and Due Date of the task. Tasks are workflow & approval actions that are triggered by workflow rules or approval processes.

128.What is a Workflow Alert?

Email alert is one of the action used in workflow and approval. They are used to generate email template by a workflow rule or approval process and sent to destination recipients. We can send workflow email alerts  to users, contacts having an valid email address.

129.What is a Workflow Field Update?

Field updates in workflow and approval processes specifies the field that we want updated and inserting the new value for it. Depending on the field type, we can choose the following options. They are apply a specific value, make the value blank, or calculate a value based on a formula you create.

130.What is Time-Dependent Workflow?

Time dependent workflows are not executed independently. Time dependent workflows remain constant in the workflow queue as long as the workflow rule criteria is valid.

131.Time-Dependent Workflow – Considerations?

When defining time dependent workflows in salesforce we have to use standard and custom date and date/time fields defined for the object.

• We have to specify time using days and hours.
• Also add actions to existing time triggers.

132.Limitations of Time-dependent workflow?

When defining time dependent workflows in salesforce we have to use standard and custom date and date/time fields defined for the object.

• We have to specify time using days and hours.
• Also add actions to existing time triggers.

133.In which criteria of a workflow – “time dependent workflow action” cannot be created ?

Created, and every time it’s edited.

134.When you can’t add Time dependent action in Workflow rule?

Time dependent actions in workflow rules can not be added when the following actions takes place.

• When workflow rule is active.
• When workflow rule is deactivated and has pending actions in the queue.
• When the workflow rule criteria of a record is set to: created, and every time it’s edited.
• When the workflow rule is included in a package.

135.We have a “Time Based Workflow” and there is Action scheduled to be executed. If we Deactivate the workflow, Scheduled actions will be removed from queue or not?

Even after deactivating the the workflow, its action will not be removed. It’s still active in queue.

136.We have “Time Based Workflow” and there is action scheduled to be executed. Can we delete that workflow?

It is not possible to delete the workflow when the workflow is having any pending time dependent actions.

137.How to clear the Time based workflow action queue?

We can clear time based workflow action queue in two ways they are

1. Make the criteria false.
2. Removing scheduled actions from the queue.

138.While creating workflow on Task, what difference observed on available actions?

While creating workflow on task we can not find “Send Email”action.

139.Suppose if a record meets workflow criteria for time based workflow action, the action goes in queue. Later, before the time based action is triggered, the same record gets modified and the criteria previously met is changed and now it does not meet the workflow criteria. What happens to the time based action placed in Queue?

Simply the time based workflow action is removed from workflow queue and will not get fired.

140.Difference between Trigger and Workflow?