Configuration
Using point and click approach, we can configure the functionalities.
Salesforce Configuration Interview Questions | Salesforce Admin Interview Questions | Salesforce Administration Interview Questions | Salesforce point and click Interview Questions
1. What is Track Field History?
- While creating the object, we can enable 'Track Field History'.
- If, we enable 'Track Field History' user can see 'Set History Tracking' button under 'Custom Fields & Relationships' section which is available on the object detail page.
- By clicking on 'Set History Tracking' button, we can enable tracking for the fields which ever we want.
- To see the object history, go to object's record layout and add Object Name History related list to the layout.
- Whenever, user changes field value from one value to another value, it will show the history of the field in 'Object History' related list.2. What are the Activities in Salesforce?To create the Activities, while creating the object, we should check for 'Allow Activities' check box then user can add open Activities and Activity History related lists on the Object layout.There are two types of activities -
- Task: Task is nothing but work assigned to a particular person, it doesn't have certain time limit.
- Event: It has certain time limit in that time only all persons should assemble after the time limit over, event will get complete.- Once event or task status changed to 'Completed' then we can see those records under Activity History Related List.
3. How to Rename the tab?
Tab name will be decided based on the Plural Label of the custom object, to rename go to corresponding object detail page and rename the plural label.
4. How to display multiple columns after clicking on the tab?
Click on the tab(Which should be realted to any of the custom/standard object) > Expand Force.com Quick Access Menu > Edit Columns > Move the needed fields from Available Fields to Selected Fields. > Click on Save > User should be able to see multiple columns.
(OR)
Click on Setup > Create > Objects > Select the corresponding object link > Under Search Layouts section > Click Edit which should be left to Object Tab > Move the needed fields from Available Fields to Selected Fields. > Click on Save > User should be able to see multiple columns.
5. What is the difference between ISBLANK() AND ISNULL()?
- ISNULL() works only for number data type fieds, if we don't populate with value for number fields it will return true.
- ISNULL() won't support TEXT data type fields because text fields never become null.
- ISBLANK() supports both number as well as text data types.6. What is dependent picklist?In some scenario's, we should be able to control one of the field(Dependent field) from another field(Controlling field), example If we select Country(Controlling field) as US then City(Dependent Field) should display only US cities.
- We can use checkbox data type fields also while creating dependent picklist (Note: Checkbox should be always controlling field)
- We can use multi-select data type fields also while creating dependent picklist (Note: multi-select data type field should be always dependent field)
7. What is the architecture of the salesforce
MVC Architecutre - Model, View , Controller
- View - It is the user interface (Apps, Tabs, Page Layouts, Fields and Record Types)
- Controller - Business Logic (Save, Edit, New, Cancel and Delete - upon click on these button salesforce execute some logic from controller)
- Model - It is the Database, which stores Schema (Meta-Data(Data about Data) --> Apps, Tabs, sObjects, fields, Apex Classes, Visualforce pages, etc...) and Instance (Records)8. What is the difference between 15 digit and 18 digit id in Salesforce?
- In Salesforce, whenever user create any component (Object, field, tab etc...) or record then salesforce will generate an unique id with which user can identify the record or component.
- After creating the record, in the URL user can see the id of the record which is of 15 digits length.
- Through user interface user always see 15 digit id which is Cases-Sensitive
- If the user query the existing records from the database through API (Either from Query Tool or from a program), it will always return 18 digit id which is Case-Insensitive.
- Last 3 digits of the 18 digit represents checksum of the capitalization of 15 digit id.
- Based on the first 3 digits user can identify the object of the record.
- All the records belongs to same object will contain same firt 3 digits.
9. What is Record Type?
- For an object based on the Record Type, we can show different fields and different picklist values by assigning different page layouts for the record types and profiles.
- After creating the record type, on the record type detail page user can see all the picklist data type fields, user can edit the picklist and decide which values should display for this particular record type.10. What is the difference between detail page and edit page?
- Whenever user try to create a new record or edit an existing record user can input the values for the fields, this page is nothing but edit page.
- After creating a new record or editing an existing record, user can see the information of the record, this page is nothing but detail page.
11. What is out of box functionality?
Within the sfdc standered functionality (no need to code).
12. What are the type of tabs?
Custom tabs (create for objects)
Web tabs (create to display a website)
Visual force tabs (create to display the visual force page)
13. What is validation rule?
While creating or modifying the record based on the certain conditions we can display error messages on top of the page or below to the filed.
14. There are two fields, if the user populate two field values if we combine those values uniqueness should be maintained, how to achieve this without coding?
Create a unique text field and update the field from workflow rule (use formula to update by combining two field values), after the update again all the system validations will be performed so error will be displayed.
15. What are Governor Limits?
Since we are working in multitenant environment Salesforce is enforcing the limits for all the functionalities.
- Max. number of Master Detail relationships per an object: 2
- Max. number of Relationship Fields per an object: 40 (Increased from 25 to 40 in Summer'14)
- Max number of Roll-up Summary fields per an object: 25 (Click here for the Reference)
- How many external ids we can enable for an object: 7 (increased from 3 to 7 in Winter'15)
16. For which data type we can enable external id?
text, number, auto number, email.
17. What is list view?
After clicking on the tab on the top of the page we can see views, by default we can see the value called ‘all’. If we click on ‘Go’ beside that all we can see all the records of that object. If we want we can create new views. While creating the view we can give the filter conditions so that based on the filter condition only we can see the records.
18. What is Inline editing?
On the detail page without clicking on edit button we can edit particular field if it is not read-only.
19. How to disable Inline editing?
To enable or disable Inline editing follow the below navigation - Setup--> Customise--> User Interface--> Enable Inline Editing
20. What is Enhanced list view?
In list views we can modify multiple records at a time using Enhanced list views Note: To modify multiple records, all the records should belong to same record type in the list view otherwise we cannot modify.
21. What is search layout?
Whenever we click on a tab or we click on a lookup icon or search for a record we see only one standard field by default, to enable remaining fields -
- To show multiple fields for the records which display under a tab, on object detail page > under Search layouts edit tab and add required fields.
- To show multiple fields for the records which display when we click on lookup of a field, on object detail page > under Search layouts edit Lookup Dialogs and add required fields.
- To show multiple fields for the records which display when we search for the records, on object detail page > under Search layouts edit Search Results and add required fields.
22. What is mini page layout and how to enable?
For lookup fields on record detail page we see a link, whenever we put cursor on that link we see a popup window which displays few fields. To control the fields visibility, on that look up field parent object page layout we see a mini page layout in that we can control.
23. What is lead process?
To control the picklist values of the status field on the lead object we should create lead process.
Without selecting the lead process we can't create the record type for lead object
24. What is sales process?
To control the picklist values of the stage field on the opportunity object we should create sales process.
- Without selecting the sales process we can't create the record type for opportunity object
25. What is Support process?
To control the picklist values of the status field on the case object we should create support process.
Without selecting the support process we can't create the record type for case object
26. What is web-to-lead?
On lead object we can generate the HTML code by selecting lead fields and by mentioning return URL from web-to-lead option. The generated HTML code can be hosted in any of the website. Upon entering the information in those fields and clicking on submit button that information will be saved into lead object of the Salesforce.
27. What is Queue?
In queue we can add group of users and we can assign the objects to the Queue. After creating the queue one of the list view automatically created on the objects which are selected for the queue. We can assign this queue as the owner of the records (objects which are selected for this queue). Later users who are part of that queue can claim the ownership by navigating to list view corresponding to the queue. In that list view users who are part of the queue can select the record and click on accept button so that record ownership will be transferred from queue to accepted person.
28. What is public group?
We can add set of random users in the public group. We can't assign public group as an owner of the record. In manual sharing, sharing rules and in list views we can use public group.
29. What are the Assignment rules?
On lead and case objects we can create the Assignment rules. Whenever any record is submitted for lead/case if specified condition in the Assignment rule satisfied based on that we can decide the owner of the case/lead. Note: While submitting case/lead we should check for 'Assign using active assignment rule' checkbox which will display under Optional section.
30. What are Auto-Response Rules?
On lead and case objects we can create the Auto-Response Rules. Whenever any record is submitted for lead/case if specified condition in the Auto-Response Rules satisfied based on that we can decide the email format which should send as auto response.
31. What are the Escalation rules?
On case object we can create Escalation rule. Based on the priority we can send escalation mails.
32. What is the Architecture of the Salesforce?
Salesforce Architecture is MVC. MVC stands for -
M - Model (Database - Physical Existance of the Data)
V - View (Userineterface which can be seen by the user)
C - Controller (Business Logic)
33. Relate TV, Remote and Setup Box with MVC?
M - Model --> Setup Box
V - View --> TV
C - Controller --> Remote
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