Interview questions

Entitlement rules on which object?

Cases

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.

make the set up not available

at profile level...setup and configuration

sharing rule criteria?

1) Based on record owner 2)Based on criteria

Process builder actions

1) Create a record 2)Update any related record 3)Launch a flow 4)Send an Email 5)Post to chatter 6)Submit for approval 7)Call an apex method 9)Use quick action to 1) Create a record 2)Log a call 3)Update a record

Can we perform delete operation on the process builder?

No

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?

Account sharing Rule. Contact Sharing Rule. Case Sharing Rule. Opportunity sharing Rule. Lead Sharing Rule. Custom Object sharing Rule.

Why/how do we use workflow outbound messages?

Copy the endpoint URL , create an outbound message with that . Select the fields you want to send . when the criteria met it will fire out bound message. To see this goto the source page and refresh it. It will get the response in XML form. Underneath SOAP API is working but in a declarative way. Ex:- URLs Hookbin,Request bin

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.

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 ?

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 internal user.

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

Get more details on object level access. Object Level Security in Salesforce.

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

Get more details on record level security :- Record level security in salesforce.

Communities

If you want to have access to leads, campaings, cases go with partner community. Otherwise go with customer community

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.

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.

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

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.

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 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.

When we import data from external system irrespective of created by date in the external system data will be stored in salesforce through data loader in the current date . But its read only field how to edit it?

In the profile there is an administrative setting

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.

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 Manual Sharing?

Manual sharing is the process of sharing records manually.

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.

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.

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.

Best Practices of Creating Contact Sharing Rules?

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

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.

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.

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

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.

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. Standard Profile. 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 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.

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.

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.

Salesforce process

Salesforce processes rules in the following order: Validation rules Assignment rules Auto-response rules Workflow rules (with immediate actions) Escalation rules

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.

0. 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 Manual Sharing. Automatic Sharing.

How to get security token in Salesforce.com?

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

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.

What is a User Record?

User records consist key information about the user.

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

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

What is Page Layout and Record Types?

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.

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

Yes

Workflow Rule Limitations

You can't package workflow rules with time triggers. You can't create outbound messages for workflow rules on junction objects.

workflow

if the B is updated in the master detail parent will be updated but not child through workflow

What is a Fiscal Year in Salesforce?

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

process builder

when workflow occurs on child, all the parents will be updated as well as its child too . It doesnt matter whether it is master detail or look up. Parent , parent and child, child's child and myself can be modified through process builder.