1. what's Cloud computing?
“Cloud Computing may be a new trend in IT development, deployment, a Delivery module of business merchandise, Services that are provided over the net that are been utilized by the important time User“
Read a lot of on Cloud Computing => what's Cloud Computing.
2. Expand CRM and in short, make a case for regarding CRM?
Full type for CRM or signifier for CRM is “Customer Relationship Management “. we are able to perceive from the total type wherever CRM is an application wont to alter Sales and promoting functions by an employing a software system referred to as CRM software system . BY victimization CRM software system each Company / Organization plans to extend their revenues and profits. This strategy of accelerating revenue is finished in the main by attracting Customers, clients, Sales, etc.
Read a lot of on CRM:- what's CRM.
3. List some CRM Softwares?
We have a variety of CRM software system that is provided by prime CRM corporations a number of them are listed below relying upon their gift market.
- Salesforce training CRM.
- Microsoft Dynamics CRM.
- Oracle CRM.
- SAP CRM.
- Sage CRM.
- NetSuite CRM.
- Oracle CRM on Demand.
- Oracle Sales Cloud(Fusion CRM).
- SugarCRM.
- Nimble
4. What are the benefits of Cloud Computing?
Cloud computing has created tremendous growth in process power, dependability of the net and therefore the nice increase in broadband speeds.
It makes tremendous sense to create use of the centralized server of the supplier of cloud computing services as not solely will it scale back the prices by a good extent by creating redundant the necessity to shop for many software system licenses, it additionally eliminates the massive prices needed by a company to keep up and upgrade existing software system.
Read a lot of on Cloud Computing blessings:- Cloud Computing Advantages.
5. what's the definition of CRM?
“Cloud Computing definition is given by office (US National Institute of Standards and Technology): Cloud Computing may be a model for sanctioning omnipresent, convenient, on-demand network access to a shared pool of configurable computing resources that may be quickly provisioned and free with borderline management effort or service supplier interaction“.
6. What are the preparation modes of cloud computing?
Cloud computing services may be provided in four totally different preparation modes reckoning on the scale and structure of a company. Four preparation modes of cloud computing are
- Public Cloud.
- Private Cloud.
- Hybrid Cloud and
- Community Cloud.
7. what's PaaS?
PaaS means” Platform as a Service”. Here in “PaaS“, the cloud service suppliers offer hardware, OS(Operating System), Storage, Network services over the cloud. it's the method like rent. If there's no service like Platform and there'll be no Applications. that applications are the hinge upon a Platform.
Get a lot of details on Paas:- what's PaaS.
8. what's SaaS?
SaaS means that software system as a Service. Through this Services all the software’s are distributes over the cloud. By victimization SaaS no ought to install any software system all software’s are pronto accessible over the net.
Get a lot of details on SaaS:- what's SaaS.
9. what's IaaS?
Full type IaaS is “Infrastructure as a Service”. Here in IaaS, the cloud service suppliers can offer infrastructure like servers, hosting services and storage. Servers and storages are the essential services offer by Cloud Service suppliers.
Get a lot of details on IaaS:- what's IaaS.
10. what's Public Cloud?
Public cloud may be accessible to individuals across the globe. during this Public Cloud, the user has no management over the resources.
11. what's personal Cloud?
Private Cloud may be accessed solely within the restricted premises. in camera cloud, Cloud Services suppliers Cloud infrastructure to explicit Organization or Business especially. This Cloud infrastructure isn't provided to others.
12. what's Hybrid Cloud?
Hybrid Cloud is that the combination of a variety of clouds of any sort, however, the cloud has the power to permit knowledge and/or applications to be touched from on cloud to a different cloud. Hybrid Cloud may be a combination of (Public Cloud, Private Cloud, Community Cloud). Here API is employed as an associate interface between public and personal Cloud.
13. What are the various kinds of Cloud Service providers?
Cloud Service suppliers are those that offer cloud services to the business and customers or shoppers. Cloud Service suppliers can have a large knowledge base, knowledge centers, infrastructure, software’s, platform and hardware systems.
Get a lot of details on Cloud Service suppliers:- totally different Cloud service providers list.
14. distinction between Public and Personal Cloud?
Public cloud may be accessible to individuals across the globe. during this Public Cloud, the user has no management over the resources. wherever personal Cloud may be accessed solely among the restricted premises. in camera cloud, Cloud Services suppliers Cloud infrastructure to explicit Organization or Business especially. This Cloud infrastructure isn't provided to others.
15. Salesforce.com is predicated on that cloud computing Service?
Salesforce.com is predicated on software system as a Service ( SaaS).
16. What are the common factors on SaaS, PaaS, and IaaS?
SaaS, Paas, and IaaS are the 3 kinds of services provided victimization “cloud”. Their factor for providing services to organization and client is that the “CLOUD” depending upon the kinds of the service they have. Saas provides software system service on cloud wherever PaaS provides Platform for application development and eventually IaaS provides Infrastructure.
17. What is Salesforce?
Salesforce is one of the simplest client relationship management (CRM) tool. Salesforce is among one among the simplest net-based mostly versatile and powerful info supplier accessible within the market.
Get a lot of details on Salesforce:- what's Salesforce.
18. Different Salesforce Editions?
Salesforce.com provides differing kinds of editions and options relying upon the cloud. For Sales cloud, it provides four different kinds of editions. They are
Group.
Professional.
Enterprise.
Unlimited.
19. The number of Salesforce Editions free per year?`
Salesforce Releases e updates for each year. They are
20.Difference between Salesforce.com and Force.com?
Salesforce.com and fore.com are comparatively same however they're totally different in their practicality. Salesforce.com is employed to develop CRM practicality based mostly application wherever force.com is used to customize our data model, business logic and User interface
22. 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 Service” to subscribers.
23. How many types of portals are available in Salesforce?
In Salesforce.com we have three types of portals. They are
- Customer Portal.
- Partner portal.
- Self Service portal.
24. What is App in Salesforce?
The app means an Application. In Salesforce an Application consists of a group of tabs which are designed to work as a single function. We have a 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.
25.Different types of object in Salesforce.com? And why they called so?
In Salesforce.com we have two types of objects. They are
- Standard objects.
- 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 a User in salesforce.com.
Get more details on Salesforce objects:- Objects in Salesforce
26. What is an object in Salesforce?
An Objects is represented as a database table which stores organization data. Objects consist of a 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.
27. What is TAB in Salesforce?
Salesforce.com provides a list of tabs and are placed in the Tab menu. To access data of an objects Tabs are used. Tabs in Salesforce are three types they are.
- Custom Tabs.
- Visualforce Tabs.
- Web Tabs.
28. 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, Picklist field, Email field, percent fields, phone field, Url field and many more.
Learn how to create custom fields:- Custom fields.
29. What are the Standard and Custom Fields in Salesforce?
Standard fields for custom objects store 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 stores unique data or information of an organization.
30. How many custom fields can I create in an object?
In the Unlimited edition, we can create up to 500 fields per object. In the professional edition, we can create up to 100 custom fields per object.
31. What is a profile?
Profiles are those which defines a 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.
The profile is of two types.
- Standard Profile.
- Custom Profile.
Standard Profile: Profiles created by force.com are called Standard Profiles.
Custom Profiles: Profiles created by the user are called Custom Profiles.
32. 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.
33.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 influence 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.
34. The number of standard profiles available in Salesforce.com?
In Salesforce, we have 6 standard profile they are.
- Standard user.
- Solution manager.
- Marketing User.
- Read-only.
- System administrator.
35. How can you use the term “Transfer Record” in profile?
Transfer record is a type of permission in salesforce. If a user is given access to transfer a record then the user will have the ability to transfer the records which have Read access.
36. 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 a fiscal year, address and currencies.
37. How to get a security token in Salesforce.com?
To get security token in salesforce.com goes to your name=>Pers>Reset My Security Token.
38. What is a Fiscal Year in Salesforce?
Fiscal years in Salesforce are used to define the starting and ending date of an organization financial year. Fiscal years in Salesforce trailhead are two types they are.
Standard fiscal year:- To change the starting the month of the fiscal year this type is used.
Custom fiscal year:- We can set custom fiscal year dates like quarters, weeks.
39. 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 depend upon controlling field.
Read more about dependent Picklist:- Dependent picklist.
40. 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.
41. 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.
42. 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 certification. To deactivate user go to Setup=>Administer=>Manage users=>Users=>Click on Freeze.
43.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.
- Attachments.
- Documents.
- Google drive.
- Libraries.
- Chatter Files.
44. What are Static Resources?
Static resources help to store upload images, files, zip files, documents, javascript files, CSS Files which can be used in visual force pages. The maximum data storage limit for the static resource is 250mb.
45. 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.
46. 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.
47. Which fields cannot be added as a custom Index?
Formula fields.
48. In Salesforce, Can two users’ can have the same profile?
Yes.
49. Is it possible to edit formula field values in a record?
No.
50. What is 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 the user. Sharing Rules are of two types. They are
- Manual Sharing.
- Automatic Sharing.
51. What is Manual Sharing?
Manual sharing is the process of sharing records manually.
52. What is the permission set?
Permission sets in salesforce.com are the combination of different settings and permission sets given to the user to access records and files.
Note:- Manual sharing is available for only Organization wide default settings are private to the object.
53. 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 the system administrator. A profile can be assigned to many users whereas a user can have only one Profile.
54. 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 independent picklist then the states are available to that country. Here the country is controlling field and State is dependent field.
55. How many field dependencies we can use in Visual Force page?
We can use up to 10 field dependencies in visual force pages.
56. 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.
57. Briefly describe 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 those 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
58. What are Login Hours and Login IP Ranges?
Login hours are set in an organization to restrict the user’s who tries to log in before or after login hours. To set login hours in an organization go to Setup=>Administrati>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.
59. What is a User Record?
User records consist of key information about the user.
60. 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
Users.
Queues.
61. 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.
62. What is the 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 checkbox for Standard Objects.
63. What is Access at the Role Level?
Access at the role level depends upon the organization-wide defaults.
64. What are the different types of Sharing Rules in Salesforce and explain them?
- Account sharing Rule.
- Contact Sharing Rule.
- Case Sharing Rule.
- Opportunity sharing Rule.
- Lead Sharing Rule.
- Custom Object sharing Rule.
65. In how many ways can we share a record?
Records can be shared in 5 types they are
- Role Hierarchy.
- Organization-Wide Defaults.
- Manual Sharing.
- Criteria Based Sharing Rules.
- Apex Sharing.
66. Best Practices of Creating Contact Sharing Rules?
Organization-wide default settings are used to set read, write, read/write permissions
67. How can I provide record-level access to users in an organization? then what should I use from the Salesforce security model?
Get more details on record level security:- Record level security in salesforce.
68. If I want Object-level accesses then what should I use from the Salesforce learning security model?
Get more details on object-level access. Object Level Security in Salesforce.
69. 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.
Read more on Governor Limits:- Governor limits in Salesforce.
70. Is it possible to bypass Grant Login access using Hierarchies in case of standard objects?
Yes
71. Can we use sharing rules to restrict data access?
No, sharing rules cannot restrict data access.
72. 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.
73. 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.
74. What are the Mandatory points that you think while creating User and Role?
It’s Profile.
75. 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.
76. A number of accesses available in Organization-Wide Defaults and what are they?
We have 13 types of access in Organization default settings. They are
- Private
- Controlled by parent
- Public Read Only.
- Public Read/Write.
- Public Read/Write/Transfer.
- Public Full Access.
- Use.
- No Access.
- View Only.
- Hide Details.
- Hide Details and Events.
- Show Details.
- Show Details and events.
77. In the Partner Community, the 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 because of this error?
First, check that every field used in report has Field level security for external users.
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.
Now external user can be able to access sensitive information of the internal user.
78. What are the different types of Relationships in SFDC? What are they?
They are four types of Relationships in Salesforce.com. They are
- Master-Detail relationship.
- Look-up Relationship.
- May-Many Relationship.
- Hierarchy Relationship (we can not use this relationship).
79. What is a “Look-up Relationship”?
- No parent is required.
- The relationship is optional.
- No impact on Security.
- Roll-Up summary fields cannot be available.
25 look-up relationships can be created to one Object.
80. What is “Master-Detail Relationship”?
We create Master-Detail Relationship using Junction Object in Salesforce.
- Child record must have an associated parent.
- Cascade record-level security.
- Cascade record deletion.
- Roll-up Summary fields can be established.
- Standard objects cannot be a detail object.
- Standard Objects can be a Master object
- Maximum 2 Master-Detail Relationships can be created to an Object.
- Records can be reparented.
Get more details here :- Master-Detail Relationship
81. What is “Self Relationship”?
Self Relationship is nothing but creating a relationship between two same objects. This Self Relationship is a Look-up Relationship to the same object.
82. What is Roll-up summary?
The roll-up Summary field in salesforce calculates values from a set of related records.
83. Define various characters of Roll-up Summary Field?
The roll-up Summary field can be created only in an object which is referred to as an object with a master detailed relationship field.
The roll-up Summary field can only be created for Master-detail Relationship.
The roll-up Summary field cannot be created for Look-up Relationship.
It Derives the data from child Object.
We can’t change the field type of a field that we reference in a roll-up summary field.
Auto numbers are not available here.
Roll-Up Summary fields are not available for mapping lead fields of converted fields.
84. 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 the lowest value.
Max: Displays the highest value.
85. 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 a Join Object.
Junction Object links each object in Many-Many Relationship.
86. How to create Roll-up summary field on look-up relationship?
https://www.salesforcetutorial.com/how-to-create-roll-up-summary-fields-in-salesforce/
87. Can we have Roll-up Summary fields in case of Parent-Child Relationships?
No.
88. 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.
89. Is it possible to create a Roll-up summary field on the parent object?
Yes, we can create a Roll-up Summary field on parent object only with master-detail relation between objects.
90. How to create Many – to – Many relationships?
https://www.salesforcetutorial.com/many-to-many-relationships-in-salesforce/
91. What is Junction Object?
In Salesforce, Junction Object is the part of the objects which joins one object to another. These are specially used to join many objects in Many to Many relationships.
92. What are the main things need to consider in the “Master-Detail Relationship”?
Cascade deletion of the child records is done when a parent record is deleted in Master-Detail Relationship.
93. Can we convert the lookup 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 the existing record. First, we have to create a 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 the case of Master-Detail relationship, on Update of master record can we update the field of child record using workflow rule?
No
97. In the case of Master-Detail relationship, on Update of child record can we update the field of Parent record using workflow rule?
Yes, we can update the field of Parent record using workflow rule.
98. What happens to detail record when a master record is deleted?
When master Record is deleted, it’s detailed 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 a field in this object with the master-detail relationship.
No. we can no create a master-detail relationship first create lookup relationship and associate look fields for every parent record and then convert this to Master-detail relationship.
101. Can we create both a master-detail relationship and Look-Up Relationship at a time?
Yes, we can create.
102. What are the different kinds of reports?
There are three types of reports in salesforce.com they are
- Tabular reports.
- Summary reports.
- Matrix reports
103. What are the Standard Reports?
Standard reports in Salesforce are those provided by salesforce.com. These type of reports cannot be deleted and used primarily for creating custom reports.
104. What are Custom Reports?
Custom reports in Salesforce admin certification are those created by a user with specific criteria. These type of report can be deleted, edited and stored in personal folders.
105. What is a Tabular report?
Tabular reports in Salesforce are those where the data is displayed in the form of a list. In Tabular reports, custom data is arranged without 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 are 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 analyze which fields contain data that we want to leave out.
109. What are Custom Report Types?
Custom report types in salesforce allow us to build a 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 a 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 visual force pages. We can use up to 20 components in single dashboard.
115. What are dynamic Dashboards?
Dynamic dashboards in Salesforce displays a 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 a refresh. It must be done manually.
117. Explain dynamic Dashboard.
Dynamic dashboards in Salesforce displays a 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
Run as specified user.
Run as Logged-in User.
118. Who can access “drag and drop dashboard”?
The user who has permissions in the 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 is 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 an automated process like Assigning Tasks, Emails, Field Update, and outbound message sending.
125.Different Workflow Components available in Salesforce?
In salesforce.com. workflows consist of 5 components they are.
- Workflow rules.
- Workflow tasks.
- Workflow Email alerts.
- Workflow field updates.
- Workflow Outbound messages
126. What are the different workflow actions available in Salesforce?
- Tasks.
- Email alerts.
- field updates.
- 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?
An email alert is one of the actions 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 a valid email address.
129.What is a Workflow Field Update?
Field updates in workflow and approval processes specify the field that we want updating and inserting the new value for it. Depending on the field type, we can choose the following options. They 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 are 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 cannot be added when the following actions take 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 are 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 the queue or not?
Even after deactivating the workflow, its action will not be removed. It’s still active in the 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 a time-based workflow action queue in two ways they are
Make the criteria false.
Removing scheduled actions from the queue.
138. While creating a workflow on Task, what difference observed on available actions?
While creating a workflow on the 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 the 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 the workflow queue and will not get fired.
