1. What is the difference between profile and role ?

Profile -
a. It controls what the user can do in salesforce.org.
b. It is mandatory for all users.
c. Basically, a profile is a collections of setting and permission that decides which
data and features the user can have access to .
Settings, determine what the can see eg: apps, tabs, record types
Permission, determines, what the user can do eg: create record, edit, delete etc.
d. The most important profile is “System Administrator” - the system administrator
has absolute access to everything.
e. One user can have maximum of 1 profile only.
f. But many users can have the same profile.
g. Profiles - its 1 way of providing the object level permission to the user
h. Its the Profile, which provides - Field Level Security, Page Layouts, Custom
Apps, Record Types, Login and Tabs.
i. There are 2 types of profiles
A. Standard Profile
a. A profile which is given salesforce by default eg:- System
Administrator.
B. Custom Profile
a. A profile, which is created by the user based on their user
requirement.
eg:- Client Services - LEX

Role -
a. It controls what the user can see in salesforce.org.
b. Its an optional for the user
c. It controls the access of records and folders.
d. Using Roles - the manager can also the records which are created or associated
to its subordinates.

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2. What is an App, Object, Fields and Records in Salesforce ?

App, Objects, fields and records are building blocks of Salesforce
a.A pp-
i. An app in salesforce, is a collection of objects, fields, permissions and functionality which is
used to support the business process.
Eg:- Alliancebernstein

a.Objects -
i. You can compare an object to a table in the database, where in the database - the data is
stored and in the objects too data is stored.
ii. An object consists of fields and records.
Eg:- An object is a tab in the spreadsheet(excel)
Eg:- Leads, Contacts

b.Fields-
i. U can compare fields to the column in the database.
ii. Both standard and custom objects have fields.
Eg:- Relationship Object has fields like Relationship Name, Base , City.
iii. Its a place where you can store the data(record)
Eg:- A field is the column on the table.

c. Records -
i. U can compare, record to the rows in the database table.
ii. Record is an actual data which is associated to the object
Eg:- A record is a row in the table.
Eg:- the Contact Name - Amrut

d.Org
i. Its a short form of ‘Organization’.
ii.Its a place where all data, configuration and customizations lives.
iii. In order to access it we need to login into it

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3. How many types of Objects are there ?

There are 2 types of Objects
a. Standard Object -
i. These objects are given by Salesforce CRM Eg:- Leads, Relationships
ii. They can’t be deleted.
iii. U can’t edit/customize the standard objects baked on ur need or requirement.

b. Custom Objects
i. These Objects are created by the user
ii.They end with suffix “_ _c” Eg:- Access_Request_ _c
iii. U can edit the custom objects
iv. U can delete the custom objects

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4. What are Standard Fields and Custom Fields

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5. What are groups ?
Groups consist of set of users.
A group can contain individual users, other groups or users in a particular role
There are 2 types of Groups
a. Public Groups and b. Personal Groups

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6. What is a Public Group ?

a. Public Group is used to group different users together, irrespective of their Profile and
Roles.
eg:- If you want to create a team, in which the users are from different profile as well as
from different roles - then we can create it with the help of public groups.
b. In public groups we can add Users, Roles, Roles & Subordinates & other Public Groups
too.
c. The purpose of having a public group - is instead of sharing the information to each user
individually, instead of that it's better to create a public group, add the required users to
that group and share the information to the created group, which in turn will be shared to
the users of the group. Thus it helps in saving time.
eg:- Test SF Base1
d. Only administrator can create public group
e. The public group can be used by each and every one in the org
f. We can create as many public groups as we want - there is no limit for it.
g. The created public group can be used on all objects.
h. How to create a public group ?
i. Click on “Setup”
ii. Enter “Public Groups” in the text box
iii. Under “Users” click on “Public Groups”
iv. Click on “Create new view”.
v.

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7. What is a Personal Group ?

a. Each user can create its own group, for its personal use is called Personal Group.
b. The use of Personal Group is - its used to share the records.

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8.What are Queues ?

a. Queues - its a collection of records that do not have any owner.
b. Queues are like holding areas in our CRM, where records wait for the user to pick them
up, assign them to an owner and work on processing them.
 c. We can use Queue to manage cases, leads, tasks, events
d. The administrator decides which user or public group can join the Queue as Queue
Member

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9. Difference between Public Group and Queues

Public Group -
a. It consist of groups of individual users - with whom we wish to share the information in
the org.
b. Public Group can be accessed amongst all objects.
Queues -
a. Its the collection of records, that do not have an owner.
b. Basically, the Queue is a holding area in CRM, where records wait for the user to pick
them up , assign them to the owner and work on them.

======================================================

10. What is a sandbox org ? What are different types of sandboxes in salesforce ?
a. Sandbox is the copy of production env, which is used for testing and development
purpose.
b. There are 4 types of Sandboxes
i. Developer (200 MB storage, refreshed daily , used for developing)
ii. Developer Pro (1GB storage, refreshes daily , used for integration testing)
iii. Partial Copy (5GB storage, refreshes every 5 days, used for end-to-end testing)
iv. Full Copy - (Same size as that of production, refreshes in 28 days, used for testing)
In my current project, I am using “Full Copy” Sandbox.

=======================================================

11. What are the Governor Limits in Salesforce ?

a. Salesforce is a Cloud Computing Technology, and it has multi-tenant architecture(think of
an apartment of 4 floors and 8 flats - and it has a water tank at the terrace, which
provides water to all the 8 flats in the apartment, basically, water tank is a shared
resource)
b. Basically, using Governor Limits the Salesforce which controls the use of resources by
the org.
c. In Salesforce, it is the Governor Limits, which controls how much data or how many
records,you can store in the shared database.
a. Salesforce is on a shared platform, which means the resources are shared with the
clients of the salesforce. But the salesforce has to enforce some limits on the resources
used by clients.
b. These rules are referred to as Governor Limits.
 c. These limits are different according to the license or version the client has purchased.
d. Types of Salesforce Governor Limits
a. Per Transaction Apex Limits
b. Per Transaction Certified Managed Package Limits
c. Lightning Platform Apex Limit
d. Static Apex Limit
e. Size-Specific Apex Limit
f. Miscellaneous Apex Limit

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12. What is permission sets ?

a. Permission Set is one more way (apart from Profiles) of giving the access to Object
Permission.
b. We use permission sets to grant additional permission to the specific user on top of the
existing profile permissions that specific user has, that too without modifying the existing
profile permissions the specific user has.
c. Permission Set is an addition to the existing permissions, which means - while providing
the permission set we can't remove the existing permissions the user has, we can only
add permission.
d. The user creates its own permission set - as there are no standard permission set.
e. There are 2 conditions where we give/assign Permission Set to the user.
i. If we want to give additional access to the user for a certain duration of time.
ii. If we want to assign or give the same permission to 2 users of different profile - then
we can give it using permission set.

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13. Difference between Profile and Permission Set

Profile -
a. Every user must have a profile.
b. Every user can have maximum of 1 profile

Permission Set -
a. It’s not necessary that every user must have a permission set.
b. A user can have more then 1 permission set.
c. A permission set is a collection of settings and permissions that gives users the access
to various Salesforce features.
Note :- At a time we can assign upto 1000 users the permission set.

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14. What is a Page Layout ?

 a. It controls 2 things - a. Detail Page b. Edit Page & c. New Page of a particular object (eg:
new Case etc)
b. We can create as many page layouts as we want, and we can assign different page
layouts to different different users
Eg:- For Test 9 User we assign Marketing Profiles - in short the Test 9 User has access
to 4 different types of Campaigns and he can create any of the 4 types of campaigns and
has access to all the 4 types of campaigns detail page and edit page.
c. It is in page layout we decide which field is to be displayed to the user.
d. It is in page layout we decide how we wish to see the fields, either we want the fields on
the left hand side only or we want the fields on both sides of the page.

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15. What is an app in Salesforce ?

a. An app is a container which has all the objects, tabs and other functionality.
b. Its a group of tabs, which work together to provide an application to the user
c. It consist of name(eg: Bernstein) , logo(eg: A|B) and the set of tabs.
d. The simplest app, consist of only 1 tab (i.e., Home tab and default logo)
Eg:- Sales Cloud is an app which consist of group of tabs, whose purpose is to provide
an application functionality to the user.

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16. What are the Standard Fields or Audit Fields for every custom object ?
There are 4 types of Standard Fields
i. Owner
ii. Name
iii.Created By
iv.Last Modified By

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17. What are Reports ? What are different types of Reports in Salesforce ?
i. Reports is the standard object given by salesforce
ii. Using Reports we can summarize the data & analyze the data as per client requirements
There are 4 types of Reports in Salesforce
a. Tabular Report -
i. Its simple table format
ii. Its a default report type.
iii. In tabular report, the data is just listed without any subtotals.
iv. A tabular report, will just list all the items and it will have a grand total.
v. Tabular Report, cannot be used as a data source in dashboard.

b. Summary Report -
 i. It is similar to tabular report, but here we get the sub-totals of the particular
field(column).
ii. Summary Report, can be used as a data source in dashboard.

c. Matrix Report -
i. Its a 2-dimensional report, which allows you to group the data by both row and column.
ii. Matrix Report, can be used as a data source in dashboard.

d. Joined Report -
i. In joined report, you can have multiple reports in 1 report.
ii. We cannot export, joined report.
iii. Joined Report, cannot be used as data source in dashboard.

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18. What are “Activities” in salesforce ?

Activities are standard objects in salesforce
There are 2 activities
a. Task - We can create a task - by clicking on “Log a Call” button and “To Do” button
We can create a task from contacts tab, relationship and opportunities tab
b. Event - We can create an event - by clicking on “New Event” button which is in Contacts
tab.

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19. What are Record Types ?

Each Record Type is Salesforce, will have different page layout, different fields and different
pick-list values based on their requirement.
Eg:- In Relationship/Entities tab - we have 2 record types
a. Relationship &
b. Professional Entity.
Both the above mentioned record types - will have different fields and different picklist values
and their page layout might also differ from each other.

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20. What are different types of Rules in Salesforce ?

There are 5 types of rules in salesforce, and salesforce processes the rules according to the
below mentioned order.
a. Validation Rules
b. Assignment Rules
c. Auto-Response Rules
d. Workflow Rules
 e. Escalation Rules

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21. What are Validation Rules ?

a. It will validate the data which is entered in the field.
b. It will validate the data against the formula or expression and returns true or false.
c. If the data entered is invalid in the particular field, then the validation rule will return an
error message either at the top of the page or below the particular field.
d. Validation rules can also include an error message, which will be displayed to the user
when the user enters an invalid data, indicating that the validation rule has failed to pass
the criteria.
e. Validation rule constitutes of
i. Formula - If the formula evaluates to “False” the validation error is thrown and if the
formula evaluates to “True” then the validation error is not thrown.
ii. Error Message - Error Message is displayed on validation failure.
iii. Error Message Location - The validation rule error message is displayed at the top of
the page or below the particular field which as invalid data.
f. The main purpose of the validation rule is to make sure the data the user has inputs,
updated or removed meets the standard rule before savings.
g. Thus by having a validation rule, the user does not end up saving the invalid data.

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22. What are Assignment Rules ?

a. Assignment Rules will assign the lead or case to the specific user, when the criteria is
met or the formula evaluates to “true”.
b. It applies for Leads or Cases.
c. There are 2 types of Assignment Rules
A. Case Assignment Rules B. Lead Assignment Rules

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23. What are Auto-Response Rules ?

a. It automatically sends email responses to lead or case when the criteria is met or the
formula evaluates to true.
b. It is applied for Leads which are captured through Web-to-Lead form.
c. It is applied for Cases which are captured through a
i. Sef-Service Portal.
ii. Customer Portal.
iii. Web-to-Case form
iv. Email-to-Case message
v. On demand Email-to-Case message.
=====================================================================

24. What are Workflow rules ?

a. Workflow in salesforce, is a business logic engine which will automate certain actions
based on the particular criteria. If the criteria is meet, the action will be executed and if
the criteria is not meet the record will be created/saved but the action will not be
executed.
b. Instead of doing the manual task such as : send email regularly, update the records in
salesforce as part of standard process - you could do it automatically, using workflow.
c. Using Workflow rules you can save time.
d. Workflow rules mainly consist of 2 components
1. Criteria - Its the “IF condition”, when the criteria is met the action should be
taken.
There are 3 types of criteria
a. Created - When the record is created, and the rule is meet , the
rule will run for only once.
b. Created & Every time its edited - Everytime the record is edited,
that many times the rule is evaluated and its run every time.
c. Created & Every time its edited to subsequently meet the
criteria - its selected by default

2. Actions -This is the “Then” part of the process IIt consists of actions that should
be performed when the criteria for the workflow is met.
There are 2 types of Actions present in the workflow
A. Immediate Actions - It’s an immediate action which gets executed when a
record is created.
eg :: When the Case is created, an email is sent immediately to the members of
the base
B. Time Dependent Actions - Action which gets executed, after certain duration of
time.
eg:- When the case close date is nearing it send a mail to the members, asking
to work on it.

There are 4 actions which are specified by workflow rule

1. Email Alert -
a. Email is sent automatically using Email Template
b. There are 4 types of Email Templates
i. Text - All users can create the text template
ii. HTML with LetterHead - Only Admin and users having “Edit
HTML Template” permissions can create this template based on a
letterhead.
We use this in our project
iii. Custom HTML - They can create their own HTML Template
by customizing the HTML with Letterhead.
 iv. Visualforce

2. Field Update - It allows the user to change the field value in the record
3. Tasks - It assigns the task to the single user, owner or role. When the
task is assigned to the user - an email is also sent as a notification.
4. Outbound Messages

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25. What are Escalation Rules ?

a. It is used to escalate the case, automatically when the case is not handled or the case is
not yet closed within the certain time frame.
b. The case is escalated to the new person after the certain business hours.
c. Escalation Rules applies for only “Cases”.

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26. What are different types of Relationship ?

a. Relationship depicts, how 2 objects are related to each other.
b. There are 5 different types of Relationships
i. Master-detail Relationship
ii. Lookup Relationship
iii. Many to Many Relationship
iv. Self Relationship
v. External Relationship

i. Master-detail Relationship -

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27. What are Profile-Level Security / Object-level security ?
a. Using Object-level security we can easily control the data access.
b. It presents the users or group of users from viewing, editing, deleting, creating any
record of any object by setting permission on that object.
c. There are 2 ways of setting object permissions.
i. Profiles - Its nothing but the set of settings and permissions
- Where, settings - determine what the user can see and
permission - determine what te user can do
ii. Permission Sets - It provides additional permission and access to the user.

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28. What is Field-level security ?
a. It talks about which field the user is able to see, which field the user is not able to see.
Which field value the user is able to edit and which field value the user is not able to edit.
b. There are 2 ways where we control field-level security
i. Profiles ii. Permission Sets.
c. Each field will have only 2 settings and permissions - Read Access & Edit Access.
d. We can set the field level security, by going to to Profiles -> Field-Level Security

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29. What are different levels of data access/data security?
a. Data Security in Salesforce is divided into 4 parts
i. Organization Level - It deals with making the organization secure. So that not
everyone can access the data or apps which are there in the org.
ii. Object Level - It deals with providing access to objects in the Org. CRUD (Create,
Read, Edit/Update, Delete) are controlled using object level security.
iii. Field Level - It deals with providing access to the particular field in an object to the
user.
iv. Record Level - It deals with providing access of record to a particular user. Users will
have access to view an object, but will be restricted to an individual record.
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30. What is Record-Level Security ?
a. It determines which individual records the user can edit and view in the object.
b. It is only necessary, if we want to reduce the number of records the user could view or
edit.
c. If we don't want the user to view or edit all the records of the object then in that case, we
implement Record-Level Security.
d. Note :- Object-Level Security and Record-Level Security go hand-in-hand.
eg:- If Object- Level security is “Read” and Record-Level Security is “Private”, then the
Final Access is decided based on the most restrictive access only
(i.e., in this case its “Private”)
e. Note :- No matter what ever permission you have set a Record-Level Security, the owner
of the record should always be able to edit the record.
f. There are 3 permissions on Record-Level Security
i. Public Read/Only - Users can see the record, but not edit it.
ii. Public Read/Write - Users can see the record and also edit it.
iii. Private - User cannot see the record, nor edit the record.
g. We can implement Record-Level Security using 4 ways or methodology.
i. Organisation-Wide Default (OWD) - It will set the base line access for entire org on
that particular object.
It has the least visibility and least access.
ii. Role Hierarchy - Its an hierarchy, where in the user can access the record which are
owned by its subordinates.
eg:- The Manager can access the records which are owned by its resources
(subordinates).
iii. Sharing Rules - It is used to create automatic exceptions.
iv. Manual Sharing - It means manually sharing the record
- It has the highest visibility and highest access.
========================================================================
.
31. What is Organization - Wide Default(OWD) ?
a. OWD determines the baseline level of access for all the users in our organization for the
particular object.
b. Note :- OWD is set for each and every object of the org.
c. OWD provides the least access/ visibility is very low in record-level security.
d. OWD can be set using the below 3 permissions
i. Public Read/Only - All the users of the org, can only see the records - but cannot edit it
ii. Public Read/Write - All the users of the org, can see and edit the records.
iii. Private - Only the record owners and the users above record owner in role hierarchy
could only see the record.
e. How to set OWD in Saleforce ?
i. Go to Settings.
ii. Search for Sharing Settings and click on it.
iii. Click on “Edit” button.
iv. OWD is applied for all objects - so select any of the object and set any of permissions
(Public Read Only , Public Read Write & Private) and save it.

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32. What is Role Hierarchy ?

a. Using Role Hierarchy, we can provide Record-Level Security.
b. The Role Hierarchy, varies from the organization to organization.
c. The major use of role hierarchy is to share or provide the access of the records of the
subordinates automatically to their respective managers.
d. The user can create the role hierarchy, based on how he wishes to share the records.
iv. Role Hierarchy, is also
e. OWD is object specific (when we set OWD - we need to think of every object in the org)
but Role Hierarchy is not object specific.
f. How to set Role Hierarchy ?
i. Click on Setup
ii.Enter “Roles” and Search for it.
iii. Under “Users” → click on “Roles”
iv. Click on “Set up Roles” → there you can add a new “Role”.
g. You can also enable and disable Role Hierarchy for the particular object
h. Steps to enable and disable, Role Hierarchy for the particular object ?
i. Click on Setup
ii.Enter “Sharing Settings” and Search for it.
iii. You can check or uncheck the checkbox of “Grant Access Using Hierarchies” - thus
enabling or disabling the Role Hierarchy for the particular object.
 Note :- You can enable and disable Role Hierarchy by checking/unchecking “Grant
Access Using Hierarchies” checkbox for only Custom Objects but not for Standard
Objects.

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33. What are Sharing Rules ?

a. Sharing Rules are used to open up the access to Salesforce Record on top of OWD and
Role Hierarchy.
(Basically, if we have the requirement - where we are not able to achieve using OWD
and Role Hierarchy, then we go for Sharing Roles.)
b. Sharing rules only works for the Objects, if the OWD for that record is either Private or
Public Read Only (If the OWD is Public Read Write - which means all the objects in the
org already have the access to read and write, in that case there is no purpose of having
Sharing Rules).
c. There are 2 types of Sharing Rules
i. Owner Based
ii.. Criteria Based
d. Note :- With the help of Sharing Rules - we cannot share the record directly with the
individual user.
e. We can share the records using sharing rules with
i. Roles
ii. Public Groups
iii. Roles and Subordinates.

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34. What is Manual Sharing ?

a. Sharing the record manually( by clicking on “Share” button) to an individual user is
manual sharing.
b. Only i. Record Owner - can share the record manually to an individual user.
ii. A user in the role who is above the owner in role hierarchy - can share the
record manually, to an individual user.
iii. System Administrator - can share the record manually to an individual user.
iv. A user who has full access to the record - can share the record manually to
an individual user.
c. We can share the record manually to the
i. Groups
ii.Roles
iii. Roles & Subordinates
iv. Individual Users
========================================================================

35. What is Data Security in Salesforce ?

a. Data Security deals with the sharing of data and visibility of data among the users of the
organization.
b. Data Security is divided into 4 levels
i. Organization Level - In salesforce we have different different organizations, it deals
with which users could access the org and which couldn’t access the org.
ii. Object Level - Here, the user should be able to access the org, but it deals with the
access of objects amongst the users, and the users who have access of the particular
objects are able to edit, create, read, & delete (CRUD) we can achieve with object level
security. .
iii. Field Level - The user can view or not view and edit or not edit the fields in the object.
iv. Record-Level - It basically controls which particular record the user could see or not
see and edit or not edit.
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36. What is Global PickList ?
a. Global PickList is also called as PickList Value Sets.
b. The use of Global Picklist is - In picklist you have 1 set of values, which you can use it in
any object.
eg :- In Campaign Object → Region is the field which is the PickList value.
c. There are 2 types of PickList
i. Standard PickList - It cannot be deleted.
- It can be a controlling field, but it cannot be a Dependent field.
ii. Custom PickList - It can be a controlling field as well as Dependent field

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37. What is Field Dependency ?
a. There are 2 fields, the value of the 2nd field is dependent on the 1st field.
b. There are 2 terminologies, when it comes to Field Dependency
i. Controlling Field - The field which controls the value of another field.
eg :- The value of the 2nd field is dependent on the 1st field.
ii. Dependent Field - The field whose value is controlled by the controlling field.
eg :- The value of the 2nd field is controlled by the 1st field.
c. Field Dependency only works for certain fields, and those fields are
i. PickList
ii. MultiSelect PickList - There is not Standard MultiSelect PickList
- There is only Custom MultiSelect PickList.
 - It cannot be a controlling field, it is only a dependent field.

iii. Checkbox
d. The reason, why only the above 3 fields the field dependency works is because its only
these 3 fields have pre-defined values and we can only group based on pre-defined
values

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38. What is Relationship and what are different types of Relationships in Salesforce ?
a. Relationship is used to establish - relationship between 2 objects.
There are 2 types of relationships in salesforce
a. Master-Detail Relationship
i. Its a parent-child relationship, in which Master is Parent and Detail is Child.
ii.Its one-Many Relationship, where in Master is on One Side and Child is on Many side.
iii.When master object is deleted, the child object gets deleted
eg:- Branch- Student Relationship :: In a college no student can be created without a
branch and in 1 branch there can be many students.
iv. Deleting the parent will automatically delete the child, and it's called Cascade Delete.
v. In Master-Detail Relationship :: the owner of the parent & child object, will be the
same. Which means - the owner of the child object will be deleted and the child object will be
the parent object (So basically the owner of the parent object also owns the child object)
eg:- The branch owner who is parent object also owns the students who is the child
object.
vi. The child object(Detail) will inherit the properties(Security, Sharing) of parent object
(Master).Basically, if the user is able to see and edit the master object records , then only the
user can see and edit the child object records.

Lookup Relationship
a. Here 2 objects are in relationship with 2 objects, but this relationship is not like
master-detail relationship
b. It is divided into 1 type , that is Self Relationship
Self Relationship :-
i. An object relationship to itself, is self relationship
eg:- A case related to another case is an example of Self Relationship (Your phone has
a speaker problem you raise a complaint by creating a case, then after some time Your phone
has a heating issue, so for this issue you again create a case - so the 1st case is related to the
2nd case, is a self relationship)
c. The type of Self Relationship is “Hierarchical Relationship”
Hierarchical Relationship
i. It is the self relationship, on the user object.
ii. The reason it is called a Hierarchical Relationship, is because it shows the hierarchy
of the organization.

Many to Many Relationship

 a. To achieve many-to-many relationship, we need to create a Junction Object, with 2
master-detail relationship fields
b. Junction Object - Any object which has 2 master- detail relationships is called Junction
Object.
c. Junction Object is used to implement Many-to-Many relationship, between 2 objects.
eg:- Object A and Object B, have got many - to - many relationship, and we implement
it using the Object C (Junction Object).
The relationship between Object A & Object C will be of Master-Detail (Object A =
Master) & (Object C = Detail).
Similarly, the relationship between Object B & Object C will be of Master-Detail (Object B =
Master) & (Object C = Detail).

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39. What is Lookup Filter ?
a. It limits the record available in the lookup.

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40. What is a Roll-Up Summary ?
a. Roll-up summary fields, are used to aggregate(it means, sum, avg, min count etc) the
data of child records and show the aggregated data on to the master record.
b. Roll-Up summary fields, can only be created on the Master-Detail Relationship and not
on the Lookup Relationship.
c. Roll-Up Summary fields, can only be created on the master object in the Master-Detail
Relationship.
d. Roll-Up Summary fields are Read-Only.

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41 . What is a Record ID ?
a. Record ID, is used for identifying the record in the salesforce org.
b. Every record has its own Record ID.
c. In Salesforce Lightning env, the Record Id is 18 Digit, and its alphanumeric.
d. In Salesforce Classic env, the Record Id is 15 Digit
e. Its system generates a unique ID and it can’t be edited or deleted.
f. When the user creates Relationship - the Relationship ID is generated by the application,
this Relationship ID is nothing but the Record ID .
Similarly, the Contact ID, Opportunities ID and Leads ID are the Record ID.
g. Every time you create a new record - a Record ID is generated.
h. There are 2 types of Record ID
i. 15-Digit Record ID - Its case sensitive
ii. 18-Digit Record ID - Its not case sensitive
i. The last 3 digits of an 18 Digit Record ID, is the checksum of the capitalization of 1st 15
Digits of Record ID
j. The first 3 characters of the Record ID - Defines the object and its pre-defined by
salesforce
 For Accounts - 001
For Contacts - 003
For Leads - 00Q
For Relationships - 001
For Opportunities - 006

========================================================================
42. What is an External ID ?
a. Its a Custom Field, which you mark it uniquely while the data is coming from an external
source
b.

========================================================================
43. What is Bucket Field ?
a. A bucket field is used in reports.
b. U can apply bucket column to 3 different types of fields
i. Text
ii. Number Field
Iii. Drop-Down

c. Using bucket field, you can group the record, without using the complex formulas
d. Using a bucketing field - the user can create a custom field.

========================================================================

44. What is a Dashboard ?

a. Dashboard is a graphical representation of the reports.
b. The source of data on the Dashboard is from the reports.
c. There are 5 components of the Dashboard
i. Charts
ii. Tables
iii. Gauge
iv. Metric
v. Visualforce
d. It's a Static Dashboard, which is a basic dashboard and it is available to the users who
have made reports out of the data.
e. The relationship between the dashboard and report is 1:1 - basically 1 dashboard shows
the data of 1 report. But you can use the same report in multiple dashboard components
eg:- The Same report can represent the data in the form of bar chart and also in pie
chart.
f. The user can show multiple dashboard component on a single dashboard page layout.
g. Like Reports, Dashboards are also stored in folders. If you have access to folder you can
view the Dashboard, but to view the dashboard components(bar chart, pie chart) you
need the access of the reports.
========================================================================
45. What is Dynamic Dashboard ?
a. Dynamic Dashboard, allows multiple users to access the dashboard.This means the
dynamic dashboard can be used by specific user along with a logged-in user, and
displays data specific to both the users accordingly.
b. Dynamic Dashboard, cannot be saved to personal folders.

========================================================================

46. What is Process Builder ?

a. Process Builder is a tool, using which you can easily automate the business process.
b. Its tool, which allows you to automate business processes by providing powerful and
user-friendly visual representation of the process.
c. Its a tool which allows the user to point and click on the object and fields while setting up
the process.
d. Each process consist of a following components
i. Trigger.
ii. Atleast 1 criteria node
iii. Atleast 1 action
Trigger :- It determines when the process should run. (i.e., the trigger should run when
the record is created or the trigger should run when the record is updated or edited)
Criteria :- It determines whether or not to execute actions. You can add as many criteria
nodes as you desires. If the criteria is meet, the process execute that action. If the
criteria is not meet, then the process skips those actions and moves to the next criteria.
Action :- When the criteria is meet, the process will execute its action either the
immediate action or the scheduled action will be executed.
The immediate action will be executed, as soon as the criteria evaluates to true.
The scheduled action will be executed, at a specific time.

The actions which we can perform using Process Builder are

a. Create a new record.
b. Update the related record
c. Log a call
d. Submit for Approval
e. Send email alerts

========================================================================

47. What is the difference between Process Builder and Workflow ?

 a. Workflow :- In Workflow we can only have 1 If/Then statement

48. What is an autonumber ?

a. The autonumber is a system generated number
b. Its gets incremented, when you create a new record
c. The max length of autonumber is 19 digits
d. The autonumber get incremented when a new record is created, but the numbers are not
sequential
e. Standard Auto-Number fields cannot be edited or modified in Lightning
Eg:- Account Number

49. What are Data Types available in SFDC ?

Note :-
a. When a custom object is created, that time we get a chatter option
b. Salesforce is a cloud company, everything it offers resides in the trusted multitenant
cloud

There are 3 main categories in setup menu

i. Administration
- It is here you manage your users and data.
- It is here you can add users, change permissions, import and export data and
create email templates.
ii. Platform Tools
- The customization happens at platform tools.
- It is here, you can create apps, modify the user interface and deploy new
features to your users.
- The code is also managed at platform tools.
iii. Settings
- It is here where manage our company information and organization security.
- It is here, you can view org history
- It is here, you can add business hours.

c. SAML is the protocol that Salesforce Identity uses to implement SSO

=======================================================================

Salesforce QA interview Questions:

1) What is Salesforce Campaign Management System.

2) Salesforce License Information
3) Objects, Tabs & its types, Fields, Page Layouts and Page Layout Assognment
4) Relationships in Salesforce
5) Usage of Roll Up Summary field
6) What is cascade Delete Property. How Account and Contact behave as a Master-
Detail relationship if they have a lookup relationship.
7) How to create a many-to-many relationship in salesforce?
8) What is the difference between trigger and workflow?
9) Difference between process builder and workflow rules?
10) What are flows and its types? What are the benefits of flows?
11) Difference between process builder, triggers and flows?
12) What are workflows? Workflow criteria’s ? What actions we can perform using
workflows?
13) What is the difference between SOQL and SOSL?
14) What are profiles and roles and what is the difference between them?
15) What are permission sets? Are these added permissions to profiles? If yes, how?
16) What is WhoId and WhatId?
17) Order of execution in salesforce?
18) What are public groups?
19) Difference between public groups and queues?
20) Security model of Salesforce?
21) What is a sharing rule?
22) How many ways we can make a field as required in salesforce?
23) Where do we store javascript, images in salesforce? Ans : Static resources.
(Check how?)
24) What is the usage of transfer record in profiles in salesforce?
25) What is field dependency? How many field dependencies we can use on a visual
force page?
26) What are reports and dashboards?
27) How many components can be displayed on a single dashboard?
28) How many types of reports are there in salesforce?
29) Bucket field in reports?
30) Operations which can be performed on a trigger?
31) What is an approval process? What all things we can do in an approval process?
32) How many types of API's are there in salesforce? Ans: 4 types.( Usage of each)
 33) What are governor limits in salesforce? Examples?
34) What are record types? Why do we use them?
35) What are the different types of sandbox available in salesforce? Usage of each?
36) Difference between a sandbox and developer edition in salesforce?
37) What are test classes in salesforce?
38) Difference between custom settings and custom metadata in salesforce?
39) What are the ways of doing a deployment in salesforce?
40) What is an inbound and what is an outbound change set?
41) What all actions can you perform using a data loader?
42) Usage of export all and hard delete in data loader?
43) What are assignment rules in salesforce and on which object do we apply them?
44) What is Lightning and what are the advantages of using lightning over classic?
45) Write Down Test Case for Lead Conversion.
46) Write Down Test Case for Data Import .
47) What are Object Creation Options when it is first created ?
48) What are the optional features while creating a Custom Object?
49)What are the steps to know the structure of an object?
50) How to enable Multi currency option?
51)Steps to Convert Look Up relationship to Master Relationship and vice versa?

========================================================================

Salesforce QA interview Questions and links:

https://www.salesforceben.com/30-salesforce-developer-interview-questions-answers/

https://career.guru99.com/top-23-salesforce-interview-questions/

Schema Builder
https://subscription.packtpub.com/book/application_development/9781784394677/1/ch01lvl1sec1
1/schema-builder

https://data-flair.training/blogs/salesforce-schema-builder/

01:Can two users have the same profile? Can two profiles be assigned to the same user?
Ans:Yes 2 users can have 1profile and 2 profiles CANNOT be assigned to an user.

02:What is a sandbox org? What are the different types of sandboxes in Salesforce?
Ans: To make any changes for the exiting application we should copy all contents of the
production into sandbox and make all changes after that test thoroughly and move those changes
into production.
To create the sandbox, in production we can find one link called sandboxes. by clicking on that
link we can create the sandbox by choosing type of the sandbox.
03::What is the use of writing sharing rules? Can you use sharing rules to restrict data access?
Use sharing rules to extend sharing access to users in public groups, roles, or territories. Sharing
rules give particular users greater access by making automatic exceptions to your org-wide
sharing settings

04:: Is it possible to schedule a dynamic dashboard in Salesforce?

https://subscription.packtpub.com/book/virtualization_and_cloud/9781785283697/6/ch06lvl1sec62
/scheduling-a-dashboard-refresh

https://focusonforce.com/analytics-and-reporting/creating-a-dynamic-dashboard-in-salesforce/

if you have a dynamic Dashboard (reporting with Running User) you can't schedule a refresh.
Instead you must manually refresh the dashboard each time

Email to running user is available on dynamic dashboards.

05:: Is it possible to schedule a dynamic dashboard in Salesforce?

No

06: In which scenarios you will use Permission set

To improve the permissions for the users over profiles we should go for Permission Sets.
Example- To give additional permissions to few users who belongs to different profiles over Apps,
Tabs, sObjects and fields.

07:Explain Salesforce Architecture

https://www.janbasktraining.com/blog/what-is-salesforce-architecture/
https://www.opencodez.com/salesforce/visualforce-mvc-architecture-on-cloud.htm

08:Explain the salesforce relationship .

https://subscription.packtpub.com/book/big_data_and_business_intelligence/9781786463180/1/ch
01lvl1sec13/types-of-relationship-in-salesforce

09:in which scenarios you will create Junction object or Explain many to many relationship with an
example

https://subscription.packtpub.com/book/big_data_and_business_intelligence/9781786463180/1/ch
01lvl1sec13/types-of-relationship-in-salesforce

10:What is record type in salesforce?

https://www.salesforcetutorial.com/page-layouts-and-record-types-in-salesforce/

11:Can we delete users from the salesforce

No
12:Explain the sales cloud process
"Sales Cloud" refers to the "sales" module in salesforce.com. It includes Leads, Accounts,
Contacts, Contracts, Opportunities, Products, Pricebooks, Quotes, and Campaigns (limits apply).
It includes features such as Web-to-lead to support online lead capture, with auto-response rules.
It is designed to be a start-to-end setup for the entire sales process; you use this to help generate
revenue.
"Service Cloud" refers to the "service" (as in "customer service") module in salesforce.com. It
includes Accounts, Contacts, Cases, and Solutions. It also encompasses features such as the
Public Knowledge Base, Web-to-case, Call Center, and the Self-Service Portal, as well as
customer service automation (e.g. escalation rules, assignment rules). It is designed to allow you
to support past, current, and future clients' requests for assistance with a product, service, billing,
etcetra; you use this to help make people happy.

13:what is the difference between closed won and closed lost( opportunity stages)

https://www.tenfold.com/what-is/close-won-opportunities

14: Difference types of cloud in salesforce

https://www.guru99.com/cloud-computing-for-beginners.html#3

15: On which cloud your project is implemented? and explain me what all the object you are using
?

16:what all the types of reports are there in Salesforce org

https://www.salesforcetutorial.com/reports-in-salesforce/
https://trailhead.salesforce.com/content/learn/modules/reports_dashboards/reports_dashboards_o
verview

17:How will Login into Salesforce without username and password-Imp

Grant Account Login Access
l
18:What is list view
After clicking on the tab on the top of the page we can see views, by default we can see the value
called ‘all’. If we click on ‘Go’ beside that all we can see all the records of that object. If we want
we can create new views. While creating the view we can give the filter conditions so that based
on the filter condition only we can see the records.

19:What is inline edit?

On the detail page without clicking on edit button we can edit particular field if
it is not read-only.
To enable or disable Inline editing follow the below navigation - Setup--> Customise--> User
Interface--> Enable Inline Editing

20: Difference between roles and profiles

Profile deals with CRED (Create, Read, Edit and Delete) permissions over Apps, Tabs, sObjects,
Fields, Record Types, etc...
We can map only one profile for one user and without mapping the profile we cannot create the
user.

Roles
In salesforce, roles are defined so as to increase the data visibility a particular user has. The data
visibility can be increased using sharing rules or by building role hierarchy. Role hierarchy allows
the user sitting in higher level have access of records owned by users having role lower in
hierarchy. It is not mandatory that a user should have a role.

Organisation wide default sets the default access for objects, for example OWD set as private
would mean that only the owner of the record can access the record. One way to grant additional
access of these records to other users is through roles i.e users higher in role hierarchy would get
the access of records owned by users lower in hierarchy. Other way is by writing sharing rules,
wherein we can specify the logic to decide which record should be shared and with what role user.
We can specify against custom objects whether the records should be shared using role hierarchy
or not but this is default set for standard objects and cannot be changed. That is, standard object
records will always be shared according to role hierarchy. Defining role for users is not a
mandatory thing, however not defining role for a user could affect the data shown on opportunity
and other reports for that user.
Summarizing the points for role,

1. Role controls the level of record access user has

2. Helps extend the OWD settings for different objects
3. Sharing rules can be written to share records with particular role and subordinates
4. Defining role for user is not mandatory.

Profiles
Unlike role, profile is mandatory for every user in salesforce. You cannot have a user without a
profile. It is the building pillar of the entire org. Profile states the objects/field permissions and also
other permissions with in the org. It defines what a user can do within the org, it states the access
settings and user permissions. Profile controls following -
Object permissions [create, delete,read, edit permissions]
field permissions [view, edit]
Record type permission
Which Apps can be viewed
Login hours can be defined
IP address permissions
Which tabs are visible
Which page layouts can be viewed
Classes, vf pages permissions
Salesforce provides some standard profiles with different set of permissions for each, we can
create our own profiles to have permissions as per our requirement. New profile should be cloned
from existing profile.

Difference between the two can be summarized as below

1. Role defines what user can see depending on the hierarchy(Helps in defining data visibility)
2. Profile defines what a user can do within the org(Defines various permissions)
3. Defining profile for a user is mandatory, role is not.

21: Difference between workflow and process builder and which action we cannot do with the help
of process builder.

https://www.salesforceben.com/workflow-rules-vs-process-builder-feat-apex/

22: Have you worked on Data Loader and all the actions you have performed with the help of data
loader
https://developer.salesforce.com/docs/atlas.en-
us.dataLoader.meta/dataLoader/when_to_use_the_data_loader.htm
Useful:
https://www.salesforcetutorial.com/salesforce-data-loader/

23: Basic questions on workbench

https://www.salesforcetutorial.com/workbench-salesforce-using-workbench/

https://www.forcetalks.com/blog/how-to-use-workbench-with-salesforce/

http://www.infallibletechie.com/2014/04/purge-in-workbenchdeveloperforcecom.html

24: Public Group and Queue.

25: What is validation Rule?

26: Difference between apex and trigger

28: Which edition you are using in your project, Ex-01: Essential 02: Professional 03: Enterprise
04:Unlimited 05:Developer
29:Waht is CPQ(Configure Price Quote) and explain it

30: Basic Questions on reports and dashboards Ex: Different types of report and what all reports
we can’t use in dashboard (Detailed and Matrix).

31: Different type of Email Template

32: About integration testing between two application.

33: What all the challenges you have faces in your project and how you managed it?

34: Workflow types available in salesforce.

35: what is approval process and explain me when will you use approval process.
36:Once we assign record for approval can we recall and assign it to another user?-Yes we can
recall and assign same record to other user.
37:Governor limit