(1). What are the Standard Profiles available in Salesforce?
Six (6) Standard Profiles (EE/UE and PE)
- Standard User – Can view, edit, and delete their own records
- Solution Manager – Standard User permissions + Can manage published solutions + Can manage categories
- Marketing User – Standard User permissions + Can import leads for the organization
- Contract Manager – Standard User permissions + Can edit, approve, activate, and delete contracts
- Read-Only – Can only view records
- System Administrator – “Super User,” can customize and administer the application
(2). What is the Force.com Platform?
– Customize, integrate and create enterprise applications as a service and without software.
– Customize standard applications provided by salesforce.com or build their own on-demand applications
– Group standard and custom tabs into new custom applications
– Customize standard applications provided by salesforce.com or build their own on-demand applications
– Group standard and custom tabs into new custom applications
(3). Salesforce Editions and Limits?
– Personal Edition
– Contact Manager
– Group Edition
– Professional Edition
– Enterprise Edition
– Unlimited Edition
– Developer Edition
– Contact Manager
– Group Edition
– Professional Edition
– Enterprise Edition
– Unlimited Edition
– Developer Edition
(4). What are Standard Business Objects?
• Campaigns: A Campaign is any marketing project that you want to plan, manage, and track in Salesforce.
• Leads: A Lead is any person, organization or company that may be interested in your products. Sometimes Leads are referred to as Prospects or Suspects. Leads are not yet customers.
• Accounts: An Account is an organization, individual or company involved with your business such as customers, competitors and partners that you wish to track in Salesforce.
• Contacts: A Contact is any individual or influencer associated with an account that you want to track in Salesforce.
• Opportunities: An Opportunity is any potential revenue-generating event (“sales deal” ) that you want to
track in Salesforce.
• Cases: A case is a detailed description of a customer’s feedback, problem or question.
• Solutions: A solution is a detailed description of a customer issue and the resolution of that issue. The
collection of your organization’s solutions is sometimes referred to as the solution knowledge base.
• Forecasts: A forecast is your best estimate of how much revenue you can generate in a quarter.
• Documents:
• Reports: Reports are summaries and analyses of your data, which you can display or print.
• Dashboards: Dashboards give you a real-time snapshot of corporate metrics and key performance
indicators. A dashboard is a group of different charts (or components) that graphically display your custom
report data.
• Calendar and Task: Activities are both tasks and scheduled calendar events. You can define and track
activities for many different objects, including campaigns, accounts, contacts, and leads.
• Products: Products are the individual items that you sell on your opportunities. (Please note that Products are available in EE/UE and Developer and in PE for an additional fee.)
Please note, not all Standard Objects are depicted in the above slide or discussed in the notes.
Please refer to Help in Salesforce for more information.
• Leads: A Lead is any person, organization or company that may be interested in your products. Sometimes Leads are referred to as Prospects or Suspects. Leads are not yet customers.
• Accounts: An Account is an organization, individual or company involved with your business such as customers, competitors and partners that you wish to track in Salesforce.
• Contacts: A Contact is any individual or influencer associated with an account that you want to track in Salesforce.
• Opportunities: An Opportunity is any potential revenue-generating event (“sales deal” ) that you want to
track in Salesforce.
• Cases: A case is a detailed description of a customer’s feedback, problem or question.
• Solutions: A solution is a detailed description of a customer issue and the resolution of that issue. The
collection of your organization’s solutions is sometimes referred to as the solution knowledge base.
• Forecasts: A forecast is your best estimate of how much revenue you can generate in a quarter.
• Documents:
• Reports: Reports are summaries and analyses of your data, which you can display or print.
• Dashboards: Dashboards give you a real-time snapshot of corporate metrics and key performance
indicators. A dashboard is a group of different charts (or components) that graphically display your custom
report data.
• Calendar and Task: Activities are both tasks and scheduled calendar events. You can define and track
activities for many different objects, including campaigns, accounts, contacts, and leads.
• Products: Products are the individual items that you sell on your opportunities. (Please note that Products are available in EE/UE and Developer and in PE for an additional fee.)
Please note, not all Standard Objects are depicted in the above slide or discussed in the notes.
Please refer to Help in Salesforce for more information.
(5). What is a Company Profile?
Contains core information for your company
• Language, Locale and Time Zone
• Licenses
• Storage and Used Space
• Fiscal Year
• Primary Contact and Address information
• Manage Currencies
• Language, Locale and Time Zone
• Licenses
• Storage and Used Space
• Fiscal Year
• Primary Contact and Address information
• Manage Currencies
(6). What is a Fiscal Year in Salesforce?
– Used for an organizations financial planning
– Usually a year in length
– Impacts forecasts, quotas and reports
Salesforce allows two types:
–Standard Fiscal Years are periods that follow the Gregorian calendar, but can start on the first day of any
month of the year. (A Gregorian Year is a calendar based on a 12 Month Structure and is used throughout
much of the world.)
–Custom Fiscal Years are for companies that break down their fiscal years, quarters and weeks in to custom fiscal periods based on their financial planning requirements.
– Usually a year in length
– Impacts forecasts, quotas and reports
Salesforce allows two types:
–Standard Fiscal Years are periods that follow the Gregorian calendar, but can start on the first day of any
month of the year. (A Gregorian Year is a calendar based on a 12 Month Structure and is used throughout
much of the world.)
–Custom Fiscal Years are for companies that break down their fiscal years, quarters and weeks in to custom fiscal periods based on their financial planning requirements.
- Forecasting can NOT be used with Custom Fiscal Years
- Customizable Forecasting must be enabled for use with Custom Fiscal Years
(7). What is Standard and Custom Fields in Salesforce ?
Standard Fields
What is a Standard Field?
– Standard Fields are pre-defined in Salesforce
– You cannot delete standard fields but you can remove non-required standard fields from a page layout
Standard Field customizations include the ability to change standard field labels and tabs
What is a Standard Field?
– Standard Fields are pre-defined in Salesforce
– You cannot delete standard fields but you can remove non-required standard fields from a page layout
Standard Field customizations include the ability to change standard field labels and tabs
- You can change the display labels of standard tabs, objects, fields, and other related user interface labels so they better reflect your organization’s business requirements.
- Renamed labels – for example, “Accounts” changed to “Companies” – display on all user pages, in Outlook Edition, and in Offline Edition.
- It’s important to note that all pages in the Setup area use the default, original labels.
- Reports and views are not renamed based on the new label value.
Custom Fields
What is a Custom Field?
– Capture information unique to your business process by creating custom fields with custom field help for each of the tabs that your organization uses – Limits:
–Recycle Bin for Deleted Custom Fields
–Custom fields are deleted permanently after 45 days
What is a Custom Field?
– Capture information unique to your business process by creating custom fields with custom field help for each of the tabs that your organization uses – Limits:
–Recycle Bin for Deleted Custom Fields
–Custom fields are deleted permanently after 45 days
(8). Is it possible to change the existing data types of custom fields, if Yes please explanin?
Yes. Its possible but Changing the data type of an existing custom field can cause data loss in the following situations:
- Changing to or from type Date or Date/Time
- Changing to Number from any other type
- Changing to Percent from any other type
- Changing to Currency from any other type
- Changing from Checkbox to any other type
- Changing from Picklist (Multi-Select) to any other type
- Changing to Picklist (Multi-Select) from any type except Picklist
- Changing from Auto Number to any other type
- Changing to Auto Number from any type except Text
- Changing from Text Area (Long) to any type except Email, Phone, Text, Text Area, or URL
(9). What is a dependent picklist?
– Dependent fields can help make your data more accurate and consistent by applying filters.
– A dependent field works in conjunction with a controlling field to filter its values. The value chosen in the controlling field affects the values available in the dependent field.
– 300 is the maximum number of values allowed in a controlling picklist
– A custom multi-select picklist cannot be the controlling field for a dependent field
– A dependent field works in conjunction with a controlling field to filter its values. The value chosen in the controlling field affects the values available in the dependent field.
– 300 is the maximum number of values allowed in a controlling picklist
– A custom multi-select picklist cannot be the controlling field for a dependent field
Field Type | Controlling Field | Dependent Field |
Standard Picklist | Yes | No |
Custom Picklist | Yes | Yes |
Custom Multi-Select | No | Yes |
Standard Checkbox | Yes | No |
Custom Checkbox | Yes | No |
(10). What is Page Layout and Record Types?
Page Layout:
– How detail and edit pages are organized
– Page section customizations
– Which fields, related lists, and Custom Links a users sees
– Field properties – visible, read-only and required
– Page section customizations
– Which fields, related lists, and Custom Links a users sees
– Field properties – visible, read-only and required
Record Types:
– Allows you to define different sets of picklist values for both standard and custom picklists
– Record Types help you implement your custom business processes
– Record Types help you implement your custom business processes
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