Objects
|
Leads, accounts, contacts,
opportunities, tasks, events, cases, solutions, assets, and Vikram
sfdc
1. What is Apex
Ans: It is the in-house technology
of salesforce.com which is similar to Java
programming with object oriented concepts and to write our own custom logic.
2. What is S-Control ?
Ans: S-Controls are the predominant salesforce.com widgets which are completely based on Javascript. These are hosted by salesforce but executed at client side. S-Controls are superseded by Visualforce now.
3. What is a Visualforce Page ?
Ans: Visualforce is the new markup language from salesforce, by using which, We can render the standard styles of salesforce. We can still use HTML here in Visualforce. Each visualforce tag always begins with “apex” namespace. All the design part can be acomplished by using Visualforce Markup Language and the business logic can be written in custom controllers associated with the Page.
4. Will Visual force still
supports the merge fields usage like S-control ?
Ans: Yes. Just like S-Controls, Visualforce Pages support embedded merge fields, like the {!$User.FirstName} used in the example.
5. Where to write Visualforce code
?
Ans: You can write the code basically in 3 ways.
1. setup->App Setup->Develop->Pages and create new
Visulaforce page.
2. Setup -> My Personal Information -> Personal
Information -> Edit check the checkbox development mode. When you run the
page like this,https://ap1.salesforce.com/apex/MyTestPage.
you will find the Page editor at the bottom of the page. You can write you page
as well as the controller class associated with it, there it self.
3. Using EclipseIDE you can create the Visulaforce page and
write the code.
6.What are Apex Governor Limits?
Governor limits are runtime limits
enforced by the Apex runtime engine. Because Apex runs in a shared,
multitenant environment, the Apex runtime engine strictly enforces a number
of limits to ensure that code does not monopolize shared resources. Types of
limits that Apex enforces are resources like memory, database resources,
number of script statements to avoid infinite loops, and number of records
being processed. If code exceeds a limit, the associated governor issues a
runtime exception.
7. How to create and host S
Control in Salesforce ?
8. Difference between Sandbox and
Development environment?
9. How to schedule export or take
the backup of salesforce?
http://shivasoft.in/blog/webtech/salesforce/backup-the-salesforce-data/
10. Do governor limits apply to sandbox instances?
Ans : Governor limits do apply to all Salesforce instances
(trial, developer, production or sandbox environments). However code coverage
and successful execution of test classes is only enforced when deploying to a
production environment.
11. What is difference in ISNULL
and ISBLANK?
ISNULL:
· Determines if an expression is null (blank) and returns
TRUE if it is. If it contains a value, this function returns FALSE.
· Text fields are never null, so using this function with a
text field always returns false. For example, the formula field
IF(ISNULL(new__c) 1, 0) is always zero regardless of the value in the New
field. For text fields, use the ISBLANK function instead.
· Multi-select picklist fields are never null in s-controls,
buttons, and email templates, so using this function with a multi-select
picklist field in those contexts always returns false.
· Empty date and date/time fields always return true when
referenced in ISNULL functions.
· Choose Treat blank fields as blanks for your formula when
referencing a number, percent, or currency field in an ISNULL function.
Choosing Treat blank fields as zeroes gives blank fields the value of zero so
none of them will be null.
· Merge fields can be handled as blanks, which can affect
the results of components like s-controls because they can call this
function.
· When using a validation rule to ensure that a number field
contains a specific value, use the ISNULL function to include fields that do
not contain any value. For example, to validate that a custom field contains
a value of ’1,’ use the following validation rule to display an error if the
field is blank or any other number: OR(ISNULL(field__c), field__c<>1)
ISBLANK:
· Determines if an expression has a value and returns TRUE
if it does not. If it contains a value, this function returns FALSE.
· Use ISBLANK instead of ISNULL in
new formulas. ISBLANK has the same functionality as ISNULL, but also supports
text fields. Salesforce.com will continue to support ISNULL, so you do not
need to change any existing formulas.
· A field is not empty if it contains a character, blank
space, or zero. For example, a field that contains a space inserted with the
spacebar is not empty.
· Use the BLANKVALUE function to return a specified string
if the field does not have a value; use the ISBLANK function if you only want
to check if the field has a value.
· If you use this function with a numeric field, the
function only returns TRUE if the field has no value and is not configured to
treat blank fields as zeroes.
12. Is it possible to write the
Apex code from user Interface?
You can add, edit, or
delete Apex using the Salesforce.com user interface only
in a Developer Edition organization, a Salesforce.com Enterprise
Edition trial organization, or sandboxorganization.
In a Salesforce.com production organization, you can only make
changes to Apex by using the Metadata API ,
deploycall,
the Force.com IDE, or theForce.com Migration Tool. The Force.com
IDE and Force.com Migration Tool are free resources provided
by salesforce.com to support its users and
partners, but are not considered part of our Services for purposes of
the salesforce.com Master Subscription
Agreement.
13. When you can’t add Time
dependent action in Workflow rule?
You can’t add time-dependent actions to a rule if you choose Every time a record is created or edited.
14. What are the types of email
templates available in salesforce.com?
1. Text
2. HTML with Letter Head
3. Custom HTML
4. Visual force
15. What are the different
Salesforce.com Editions and Limits?
Ans : check
this URL
16. What is Roll up summary field
in Salesforce?
Roll up summary field in
salesforce calculates the Count, Sum, Min or Max of
particular field of any child record. Thus, we can say that Roll up summary
field can only be created on Master object. To read further, please check this URL
17. What will happen if the
Account is deleted?
If the Account is deleted then
Contact, Opportunity will also be deleted from Salesforce which are related
to that Account.
From the database perspective,
check below image of child relationships of Account:
Account Child relationship in
salesforce
If we use schema builder, released
in Winter 12 it would look like:
Account Contact and Opportunity of
salesforce in schema builder
18. How many types of the
relationship fields available in Salesforce?
Ans :
1. Master Detail
2. Many to Many
3. Lookup
4. Hierarchical (It is available only on User Object, we
cannot create this relationship)
19. How to create many to many
relationships between object?
Creating many to many relationship
in salesforce is little tricky. You cannot create this type of relationship
directly. Follow below steps to create this type of relationship.
Create both objects which should
be interlinked.
Create one custom object (also
called as junction object), which should have autonumber as
unique identification and create two master relationships for
both objects, no need create tab for this object.
Now on both object, add this field
as related list.
20. In Which sequence Trigger and
automation rules run in Salesforce.com The
following is the order salesforce logic is applied to a record.
1. Old record loaded from database (or initialized for new
inserts)
2. New record values overwrite old values
3. System Validation Rules
4. All Apex “before” triggers (EE / UE only)
5. Custom Validation Rules
6. Record saved to database (but not committed)
7. Record reloaded from database
8. All Apex “after” triggers (EE / UE only)
9. Assignment rules
10. Auto-response rules
11. Workflow rules
12. Escalation rules
13. Parent Rollup Summary Formula value
updated (if present)
14. Database commit
15. Post-commit logic (sending email)
Additional notes: There is no way
to control the order of execution within each group
above.
21. If one object in Salesforce
have 2 triggers which runs “before insert”. Is there any way to control the
sequence of execution of these triggers?
Ans : Salesforce.com has documented that trigger
sequence cannot be predefined. As a best practice create one trigger per
object and use comment blocks to separate different logic blocks. By having
all logic in one trigger you may also be able to optimize on your SOQL
queries.
22. How to delete the User from
Salesforce?
Ans : As per now, salesforce does not allow to delete any user,
however you can deactivate the user.
23. How to delete the users data
from Salesforce?
Ans : To delete the Users Data go to Setup | Administration
Setup | Data Management | Mass Delete Record, from there select the
objects like Account, Lead etc and in criteria select the users name and
delete all records of that user related to particular object.
24. How to restrict the user to
see any record, lets say opportunity?
Ans : set up opportunity sharing to be private. If both
users are admins or have view all records on opportunity, then that overrides
private sharing.
25. What is the difference between
trigger.new and trigger.old in Apex – SFDC?
Ans :
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
beforetriggers.
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.
26. How to restrict any Trigger to
fire only once ?
Ans:
Triggers can fire twice, once
before workflows and once after workflows, this is documented at
http://www.salesforce.com/us/developer/docs/apexcode/
Content/ apex_triggers_order_of_execution.htm:
“The before and after triggers
fire one more time only if something needs to be updated. If the fields have
already been set to a value, the triggers are not fired again.”
Workaround:
Add a static boolean variable to a
class, and check its value within the affected triggers.
27. What is difference
between WhoId and WhatId in the Data Model of Task ?
Ans :
WhoID refers to people things. So
that would be typically a Lead ID or a Contact ID
WhatID refers to object type things. That would typically be an Account ID or an Opportunity ID
28. Where is the option of the
report for the “Custom Object with related object” and what are the condition
to generate related reports?
Ans :
If the parent object is the
standard object provided by the salesforce like “Account”, “Contact” then the
report will be in there section with related custom object.
If both objects are the custom then the report will be in “Other Reports” Sections.
Following are the conditions to
get the report of related objects:
· On both the objects, Reports option must be enable.
· The relationship between both of them must be “Master –
detail relationship”.
29. How you can provide the User
Login (Authentication) in Public sites created by Salesforce.
Answer : We can provide the authentication on public sites using
“Customer Portal”.
This part of the interview question mainly focus on the dynamic Apex feature of thesalesforce.com .
30 : What is the dynamic Apex?
Ans : Dynamic Apex enables developers to create more flexible applications by providing them with the ability to “Access sObject and field describe information”, “Write Dynamic SOQL Queries”, “Write Dynamic SOSL Queries” and “Dynamic DML”.
31 : How to get the list of all
available sobject in salesforce database using Apex (Dynamic Apex)?
Ans:
32 : How to create instance of
sobject dynamically? Normally the sobject is created like “Account a = new
Account();”. But if you are in situation that you don’t know which sobject is
going to be instantiated ? Means it will be decided at runtime, how you will
handle it? Hint : Use Dynamic Apex.
Ans:
33 : How to get all the fields of
sObject using dynamic Apex?
Ans:
34 : How to get all the required
fields of sObject dynamically?
Ans: There is no direct property available in Apex dynamic API to represent the required field. However there is another way to know about it. If any field have below three properties then it is mandatory field.
1. If it is Creatable
2. If it is not nillable and
3. If it does not have any default value
35 : How to display error messages
in the visualforce page ?
Ans: In Apex use below code to create the error message for visualforce.
in Visualforce page add below tag
where you want to display the error message.
<apex:pageMessages
></apex:pageMessages>
36 : What is property in Apex?
Explain with advantages.
Ans: Apex mainly consist of the syntax from the well known programming language Java. As a practice of encapsulation in java we declare any variable as private and then creates the setters and getters for that variable.
However, the Apex introduced the
new concept of property from language C# as shown below:
As we can see how simple the code
is and instead of using nearly 8 to 11 lines all done in 1 line only. It will
be very useful when lots of member is declared in Apex class. It has another
advantage in “number of lines of code” limit by salesforce which will
drastically reduced.
37 : What is the controller
extension ?
Ans: Any apex class having a public constructor with Custom Controller or Standard Controller object as a single argument is known as controller extension.
38 : Explain the need or
importance of the controller extension.
Ans: Controller extension is very useful and important concept introduced by the salesforce recently. It gives the power to programmer to extend the functionality of existing custom controller or standard controller. A Visualforce can have a single Custom controller or standard controller but many controller extensions. we can say that the custom extension is the supporter of custom or standard controller. Consider one example : If there is one controller written and used by the multiple visualforce pages and one of them needs some extra logic. Then instead of writing that logic to controller class (Which is used by many visualforce pages) we can create a controller extension and apply to that page only.
39 : How to read the parameter
value from the URL in Apex?
Ans: Consider that the parameter name is “RecordType”.
40. What is Master Detail
relationship and look up relationship in Salesforce?
Ans: 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. Look up relationship is something like “has-a” (Containership) relationship. Where one record has reference to other records. When one record is deleted then there is no impact on other records.
41. Can we convert the lookup
relationship to Master Detail relationship?
Ans: We can convert the lookup relationship to master detail relationship if and only if all the existing record has valid lookup field.
42. In How many way we can invoke
the Apex class?
Ans:
1. Visualforce page
2. Trigger
3. Web Services
43. Can we create Master Detail
relationship on existing records?
Ans: No. As discussed above, first we have to create the lookup relationship then populate the value on all existing record and then convert it.
44. How validation rules executed?
is it page layout / Visualforce dependent?
Ans : The validation rules run at the data model level, so they are not affected by the UI. Any record that is saved in Salesforce will run through the validation rules.
45. What is the difference between
database.insert and insert ?
Ans: insert is the DML statement which is same as database.insert. However, database.insert gives more flexibility like rollback, default assignment rules etc. we can achieve the database.insert behavior in insert by using the method setOptions(Database.DMLOptions) Important Difference:
· If we use the DML statement (insert), then in bulk
operation if error occurs, the execution will stop and Apex code throws an
error which can be handled in try catch block.
· If DML database methods (Database.insert) used, then if
error occurs the remaining records will be inserted / updated means partial
DML operation will be done.
46. What is the scope of static
variable ?
Ans: When you declare a method or variable as static, it’s initialized only once when a class is loaded. Static variables aren’t transmitted as part of the view state for a Visualforce page.
Static variables are only static
within the scope of the request. They are not static across the server, or
across the entire organization.
47. Other than SOQL and SOSL what
is other way to get custom settings?
Ans: Other than SOQL or SOSL, Custom seting have there own set of methods to access the record. For example : if there is custom setting of name ISO_Country,
48. What happen if child have two
master records and one is deleted?
Ans : Child record will be deleted.
49. What is Difference in render,
rerender and renderas attributes of visualforce?
Ans: render – It works like “display” property of CSS. Used to show or hide element. rerender – After Ajax which component should be refreshed – available on commandlink, commandbutton, actionsupport etc. renderas – render page as pdf, doc and excel.
50. What is Scheduler class in
Apex?
Ans: The Apex class which is programed to run at pre defined interval. Class must implement schedulable interface and it contains method named execute(). There are two ways to invoke schedular :
1. Using UI
2. Using System.schedule
The class which implements
interface schedulable get the button texted with “Schedule”, when user clicks
on that button, new interface opens to schedule the classes which implements
that interface.
To see what happened to scheduled job, go to “Monitoring | Scheduled jobs “
Example of scheduling :
To see how to make crone job
string – refer this URL.
51. Explain Permission sets
released in Winter 12.
Ans : A permission set is a collection of settings and permissions 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 users’ functional access without changing their profiles. For example, to give users access to a custom object, create a permission set, enable the required permissions for the object, and assign the permission set to the users. You never have to change profiles, or create a profile for a single use case. While users can have only one profile, they can have multiple permission sets.
52. What is the difference between
External ID and Unique ID?
Ans: External ID This is a field that usually references an ID from another (external) system. For instance, if the customer has an Oracle Financials system that they will be linking with salesforce.com, it may be easier for them to be able to refer to the Oracle ID of account records from within salesforce. So they would create an external ID in salesforce.com and they would load the Oracle ID into that field for each account. They can then refer to that ID field, rather than thesalesforce.com id.
Additionally, if you have an
external ID field, the field becomes searchable in the sidebar search. You
also can use the upsert API call with the extenal ID to refer to records.
You can have multiple records with
the same external ID (though it is not reccomended, as it will defeat the
purpose of the external id) .
External Id available for Text,
Number and Email field types.
External Id is used in upsert
operations.
· If external id is absenor not matched then insert happens.
· If external id matched once then record will be updated.
· If external id is matched multiple times then error
occurs.
Unique ID field
This is a setting for the field
that will prevent you from using the same value in multiple records for the
unique field. So if I create a 5 character text field and make it unique, and
I create a record with the value “12345″ i will not be able to create another
record with that same value in the unique field. If i try to do so, I will
get an error saying that the value is already in use.
Often, External Ids are set with
the unique property so that the IDs will be unique to each record.
Salesforce – External Id option
while creating field
53. How to get the picklist value
in Apex class?
Ans : Using Dynamic apex, we can achieve this.on object of type pickilist, call getDescribe(). then call the getPicklistValues() method. iterate over result and create a list. bind it to <apex:selectOptions>.
54. What are the types of
controller in visual force?
Ans : There are basically two types of Controller in Visual force page.
1. Standard Controller and
2. Custom Controller
55. How many Controllers can be
used on single VF page?
Ans :
Only one controller can be used
salesforce. Other than them, Controller extension can be
used. There may be more than one Controller extention.
Example :
if ExtOne and ExtTwo, both have
the method getFoo() then the method of ExtOne will be
executed.
A controller extension is any Apex
class that contains a constructor that takes a single argument of type ApexPages.StandardController or CustomControllerName,
where CustomControllerName is the name of a custom controller that you want
to extend.
56. Explain System.runAs()
Ans : Generally, all Apex code runs in system mode, and the permissions and record sharing of the current user are not taken into account. The system method, System.runAs(), lets you write test methods that change user contexts to either an existing user or a new user. All of that user’s record sharing is then enforced. You can only use runAs in a test method. The original system context is started again after all runAs() test methods complete. Example :
57. Explain Test.setPage().
Ans: It is used to set the context to current page, normally used for testing the visual force controller.
58. What is the custom settings ?
Ans : Custom settings are similar to custom objects and enable application developers to create custom sets of data, as well as create and associate custom data for an organization, profile, or specific user. All custom settings data is exposed in the application cache, which enables efficient access without the cost of repeated queries to the database. This data can then be used by formula fields, validation rules, Apex, and the Web services API.
59. Types of the custom settings?
Ans : List Custom Settings A type of custom setting that provides a reusable set of static data that can be accessed across your organization. If you use a particular set of data frequently within your application, putting that data in a list custom setting streamlines access to it. Data in list settings does not vary with profile or user, but is available organization-wide. Examples of list data include two-letter state abbreviations, international dialing prefixes, and catalog numbers for products. Because the data is cached, access is low-cost and efficient: you don’t have to use SOQL queries that count against your governor limits.
Hierarchy Custom Settings
A type of custom setting that uses a built-in hierarchical logic that lets you “personalize” settings for specific profiles or users. The hierarchy logic checks the organization, profile, and user settings for the current user and returns the most specific, or “lowest,” value. In the hierarchy, settings for an organization are overridden by profile settings, which, in turn, are overridden by user settings.
60. Difference between SOSL and
SOQL in Salesforce ?
Ans :
61. How to round the double to two
decimal places in Apex?
Ans:
62.In Profile settings, what is
difference between “Modify All Data” and “Modify All” ?
Ans: Modify All Data : Create, edit, and delete all organization data, regardless of sharing settings. Modify All : Give All (Read, Create, Add, Delete) permission to selected Object.
63. If i want record level access
then what should i use from Salesforce security model?
Ans: Manual Sharing
63. If i want Object level access
then what should i use from Salesforce security model?
Ans: Profile
64. In OWD (Organization wide
sharing), can i change the setting “Grant Access Using Hierarchies” for
Standard Objects ?
Ans: You cannot change it for Standard Objects However for Custom Objects its possible.
65. What is Mandatory while
creating User, Role or Profile?
Ans : Its Profile.
66. In case of Master-Detail
relationship, on Update of master record can we update the field of child
record using workflow rule?
Ans: No
67. In case of Master-Detail
relationship, on Update of child record can we update the field of Parent
record using workflow rule?
Ans: Yes, the Master fields are also available for “Criteria evaluation”.
68. While setting OWD
(Organization wide sharing), can we change/modify the setting of child record
in case of Master-Detail relationship?
Ans: No, Child record is controlled by the Parents setting.
69. What is the need of “Custom
Controller” in Visualforce as everything can be done by the combination of
Standard Controller + Extension class.
Ans :
· Sharing setting is applied on standard object/extension by
default; In case we don’t want to apply sharing setting in our code then
Custom controller is only option.
· It is possible that the functionality of page does not
required any Standard object or may require more than one standard object,
then in that case Custom controller is required.
70. In class declaration if we
don’t write keyword “with sharing” then it runs in system mode then why
keyword “without sharing” is introduced in apex?
Ans: Lets take example, there is classA declared using “with sharing” and it calls classB method. classB is not declared with any keyword then by default “with sharing” will be applied to that class because originating call is done through classA. To avoid this we have to explicitly define classB with keyword “without sharing”.
Part 8 interview question is going
to be around reports and profiles related question as i have seen this type
of questions in lot of interviews.
71. If user doesn’t have any right
on particular record and have only read level access at object level. Can he
change the record owner?
Ans : Yes. In profile, there is setting for “Transfer Record”.
72. In Which Scenario share object
“MyCustomObject__share” is not available/created for custom object
“MyCustomObject” ?
Ans: The object’s organization-wide default access level must not be set to the most permissive access level. For custom objects, this is Public Read/Write. For more information, see Access Levels. This object is used for creating Apex based sharing.
73. How to hide the “App Setup”
Menu from user’s setup page?
Ans : In Profile, remove access “View Setup and Configuration”.
74. While creating new profile for
user, which existing profile should be copied?
Ans: If the new user is not System administrator then copy from “Standard User” profile.
75. Who can run reports?
Ans : Users with permission “Run Report” and access to report folder can only run the report.
76. What is Difference between
“printable View” and “Export Details“ button on report?
Ans: Printable View: formatting, grouping and subtotals are persisted. Export Details: formatting, grouping and subtotals are lost.
Salesforce Report – Printable view
and Export Details
77. What is the use of “floating
report header”?
Ans: If you have long tabular report, you can make the column header visible on each pages as you scroll, by enabling floating report headers.
78. How to enable ““floating
report header”?
Ans : Go to “Setup | App Setup | Customize | Report and Dashboard | User Interface Settings “. Click on checkbox “Enable Floating Report Headers”.
Salesforce Enable Floating Reports
Headers
79. Which permission is required
to set the running user other than you in dashboard?
Ans: “View All Data” in profile.
80. Who can access “drag and drop
dashboard”?
Ans : User with permission “manage dashboard”.
81. Which type of report can be
used for dashboard components?
Ans : Summary and matric report.
82. How many types of dashboard
components are available?
Ans : Chart, Table, Metric and Gauge.
83.
Explain dynamic Dashboard.
Ans : Dashboard which is running under current logged in user permission are known as “dynamic Dasboard”. At the most 3 dynamic dashboards can be built. Available in Unlimited, Enterprise and developer edition. This type of dashboard cannot be scheduled for refresh. IT must be scheduled manually.
84. What is the default timeout
period while calling webservice from Apex.
Ans : 10 sec.
Read more at -
85. A single Apex transaction can
make how many callouts to an HTTP request or an API call ?
Ans : Maximum 10 callouts
86. How to increase timeout while
calling web service from Apex ?
Ans :
87. How to show loading image
while Ajax call in Visualforce? OR how to show image in
<apex:actionStatus> tag in Visualforce?
Ans:
88. What
is analytic Snapshot in salesforce?
Ans : Analytic snapshot capture and store the data at pre decided intervals. It captures data from report and saves in custom object as per schedule. It only supports tabular and summary report as a source report. It does not support matrix report. The field type in target object must be same as source report object field.
Salesforce Analytic Snapshot –
Source Report and Target Object
Salesforce Analytic Snapshot –
Field Mapping between Source Report and Target Object
89. What is difference between
Mobile Lite and Salesforce Mobile?
Ans :
Difference between Mobile lite and
Salesforce Mobile
Mobile Lite is a free, restricted version of Salesforce Mobile that is available to any Salesforce user who doesn't have a mobile license. Mobile lite is not supported by the customer portal and partner portal. More read at - http://www.salesforce.com/mobile/apps/salesforcemobile/comparison/
90. What is features of “Manage
Members” in campaign records?
Ans :
Campaign members are created from
lead, contact, or person account records. Salesforce provides a variety of
ways in which you can manage your campaign members. You can add and update up
to 50,000 campaign members at a time through lead, contact, and person
account reports; you can search for and add or edit multiple leads and
contacts from the Manage Members page; you can add an unlimited number of
leads and contacts using a CSV import file; or you can add members to a
campaign one at a time from contact or lead detaildashboards
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Any
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Initial set of records
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Recently viewed on Web
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Fully configurable
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Download additional records
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Using live search
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Using live search
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Security
|
Secured data access and
over-the-air management
|
Secured data access and
over-the-air management
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Price
|
Free for all editions of
Salesforce
|
Free for Unlimited Edition
customers; available in Professional Edition and Enterprise Edition for a fee
|
Difference between
Mobile lite and Salesforce Mobile
Mobile Lite is a free, restricted version of Salesforce Mobile that is available to any Salesforce user who doesn't have a mobile license.
Mobile lite is not supported by the customer portal and partner portal.
More read at - http://www.salesforce.com/mobile/apps/salesforcemobile/comparison/
Mobile Lite is a free, restricted version of Salesforce Mobile that is available to any Salesforce user who doesn't have a mobile license.
Mobile lite is not supported by the customer portal and partner portal.
More read at - http://www.salesforce.com/mobile/apps/salesforcemobile/comparison/
90. What is features
of “Manage Members” in campaign records?
Ans :
Ans :
Campaign members are
created from lead, contact, or person account records. Salesforce provides a
variety of ways in which you can manage your campaign members. You can add and
update up to 50,000 campaign members at a time through lead, contact, and person
account reports; you can search for and add or edit multiple leads and contacts
from the Manage Members page; you can add an unlimited number of leads and
contacts using a CSV import file; or you can add members to a campaign one at a
time from contact or lead detail
To close a case in
Salesforce, a user need to have Edit permission on Case. By default, when a
user click Close Case button, user will be bring into a new page to enter few
information before close the case. Admin can set mandatory field in Close Case
page, from Setup - Customize -
Case - Page Layout and look for Case
Close Page Layouts.
But, can we make this simple? Meaning just click a button to close the case without have to open a new page. Yes, use custom close case button. Here we go:
But, can we make this simple? Meaning just click a button to close the case without have to open a new page. Yes, use custom close case button. Here we go:
1.
Setup - Customize -
Cases - Buttons, Links, and Actions
2.
Click 'New Button or
Link', select 'Detail Page Button' in Display Type and Behavior select 'Execute
JavaScript'
3.
Paste script below
4.
Add custom button
created to the page layout and remove default Close Case button, you can
multiple page layout with different button based on user profile and case
record type.
{!REQUIRESCRIPT("/soap/ajax/13.0/connection.js")}
var caseObj = new
sforce.SObject("Case");
caseObj.Id =
'{!Case.Id}';
if({!NOT(Case.IsClosed)}){
caseObj.Status =
'Closed';
var result =
sforce.connection.update([caseObj]);
if
(result[0].success=='false') {
alert(result[0].errors.message);
} else {
location.reload(true);
}}
Another option is to enable Close value available in Status. By default, this value will not available when user edit the Case, but we can enable it. Here we go: Setup - Customize - Cases - Support Settings, and enable Show Closed Statuses in Case Status Field
This will give "Close" Status
available when user edit Case, this is not one click, but two (edit and save).
How about if want to limit only certain profiles can close case?
Easy... create validation rule with this formula, sample:
RecordType.Name = 'CSD Case' && ISCHANGED(IsClosed)
How about if want to limit only certain profiles can close case?
Easy... create validation rule with this formula, sample:
RecordType.Name = 'CSD Case' && ISCHANGED(IsClosed)
Excellent blog, share more interview questions.
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