Term
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Definition
| A Campaign is any Marketing project that you want to plan, manage and track in Salesforce. |
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Term
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Definition
| A Lead is any person, organization or company that may be interested in your products. Sometimes Leads are referred to as Prospects or Suspects. Leads are not yet customers. |
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Term
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Definition
| An Account is an organization, individual or company involved with your business such as customers, competitors and partners that you wish to track in Salesforce. |
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Term
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Definition
| A Contact is any individual or influencer associated with an account that you want to track in Salesforce. |
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Term
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Definition
| An Opportunity is any potential revenue-generating event ("sales deal") that you want to track in Salesforce. |
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Term
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Definition
| A case is a detailed description of a customer's feedback, problem or question. |
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Term
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Definition
| A solution is a detailed description of a customer issue and the resolution of that issue. The collection of your organization's solution is referred to as knowledge base. |
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Term
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Definition
| Forecast is your best estimate of how much revenue you can generate in a quarter. |
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Term
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Definition
| Reports are summaries and analyses of your data, which you can display or print. |
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Term
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Definition
| Dashboards give you a real-time snapshot of corporate metrics and key performance indicators. A dashboard is a group of different charts or components that graphically display your custom report data. |
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Term
| What are Calendar and Tasks? |
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Definition
| Activities are both tasks and scheduled calendar events. You can define and track activities for many different objects, including campaigns, accounts, contacts and leads. |
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Term
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Definition
| Products are the individual items that you sell on your opportunities. |
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Term
| What are the different editions in a Sales Cloud? |
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Definition
Contact Manager
Group
Professional
Enterprise and
Unlimited. |
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Term
| What are the different editions in a Service Cloud? |
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Definition
Professional
Enterprise and
Unlimited |
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Term
| When does a user receive an email to activate his IP address? |
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Definition
After a user enters his login credentials and clicks on the Login button
- Salesforce checks whether the user is active.
- Checks if the Profile has login hours set.
- Checks if there are IP restrictions at Profile level.
- Checks browser for salesforce cookie
- Checks if IP is within Org wide trusted network.
Yes on any of the above options - bypass identity confirmation.
No to all of the checks - activation reqd. |
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Term
| What is a business process? |
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Definition
Lead Process: Lead Status (open, closed, etc.)
Sales Process (opportunity): Stage (won, lost, percentage)
Support Process (case): Case Status (open, closed, etc.)
Solutions Process: Solution Status (draft, deployed, etc.) |
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Term
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Definition
| A collection of settings and permissions that determines what the user can do with records they have access to and how they view those records |
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Term
| Will Profiles override your organization's sharing model? |
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Definition
Profiles never override your org sharing model. For example, the Standard User profile gives a user access to create, edit and delete leads. However a user with this profile cannot edit or delete other user's leads if your org sharing model is set to Read Only for leads.
Profiles, Org wide sharing model and Role Hierarchy are considered together for access. |
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Term
| What are the standard profiles? |
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Definition
System Administrator
Standard User
Read Only
Contract Manager
Solution Manager
Marketing User |
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Term
| Can Standard Profiles be edited? |
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Definition
| They cannot be edited but the Tab settings for standard profiles are always configurable. |
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Term
| What is a Marketing User profile? |
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Definition
| Has all the permission of a standard user and can import leads for the organization. |
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Term
| Explain Contract and Solution Manager? |
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Definition
Contract Manager has all the access of a Standard User and can create, edit, delete, approve and activate contracts.
Solution Manager also has the same access as a Standard User and can manage published solutions and solution categories. |
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Term
| What are the components of a Profile |
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Definition
Page Layouts
Profile Level Security
Custom Apps
Tabs
Record Types
Login hours and IP addresses
Administrative, General and Object permissions. |
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Term
When are custom fields removed from recycle bin?
30 days or
45 days? |
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Definition
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Term
| Changing what data type will cause loss of data? |
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Definition
Changing to/from Date & Datetime
Changing to Number, Percent and Currency from other data types.
Changing from Checkbox, Multiselect picklist, Autonumber to other types.
Changing to Multi-select picklist from any type except picklist.
Changing to Autonumber except from Text
Changing from Text Area (Long) to Email, Phone, Text and URL |
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Term
| Will the recycle bin contain data of the deleted custom field? |
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Definition
| Yes, it will be available for restore for 45 days. |
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Term
| Things to know about dependent picklist. |
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Definition
Standard picklist, can be a controlling field but not dependent field.
Custom picklist, can be a controlling field and a dependent field.
Custom Multi-select picklist, cannot be a controlling field but can be a dependent field.
Standard and Custom checkbox, can be a controlling field but not dependent field. |
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Term
| What standard picklist cannot be controlling fields? |
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Definition
User - Salutation, Currency, Locale & Lang
Activity - Subject, Type, Show Time As |
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Term
| Can dependent picklist have default values? |
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Definition
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Term
| What is the max number of picklist values? |
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Definition
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Term
| Can there be nested dependent picklist? |
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Definition
| You can have unlimited dependency levels but the values are filtered only by the direct parent not grandparents. |
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Term
| What is the characteristic of Lookup relationship? |
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Definition
It has not effect on
- deletion
- record ownership
- security and
- is not required on page layouts |
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Term
| What do you know about lookup relationship on Opportunity products and Users? |
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Definition
Opportunity products can have lookup relations from but not to them.
Users cannot have lookup relationship from them but can have to them. |
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Term
| What is the impact to Report type when you create a lookup relationship? |
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Definition
| A new report type is created under "Others Reports" when you create a lookup relationship between custom objects. |
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Term
| What is the alternate to using nested IFs? |
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Definition
| Use Case statement as the number of SOQL statements is less compared to nested IFs. |
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Term
| How many levels can a formula reach? |
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Definition
| Upto 5 levels of parents and grandparent objects. |
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Term
| Which takes precedence - field level security or page layout? |
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Definition
| The most restrictive setting is used. For example - if FLS is readonly and pagelayout is required for a field then the field will be read-only. |
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Term
| How many fields can be displayed on a customizable related list? |
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Definition
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Term
| How is the permission between Sharing Rules, Role Hierarchy and Organization wide defaults |
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Definition
Role Hierarchy overrides Org wide default setting. Sharing rules are used when you cannot get access using role hierarchy setup and org wide defaults.
Delegated Administration (View All, Modify All) overwrites all the security settings.
Sharing rules open up access while org wide default restricts access. |
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Term
Which is the most minimum access
Sharing rules
Role hierarchy or
Org wide defaults |
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Definition
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Term
| Do sharing rules apply to existing records? |
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Definition
| Yes and it applies to new records as well. |
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Term
| If a user is assigned to a group or role that is assigned to a sharing rule, will the rules be evaluated? |
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Definition
| Yes if a user is assigned to a group or role used in a sharing rule then the sharing rules will be evaluated. |
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Term
| Can a group or rule be removed from a sharing rule? |
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Definition
| No, groups and roles in a sharing rule cannot be removed. You can only edit the access levels to the roles and groups. |
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Term
| What is the effect on the account visibility of a user gets access to opportunity or case or contact by a sharing rule? |
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Definition
| He gets view access on the account. |
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Term
| When are sharing rules re-evaluated? |
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Definition
Whenever new users or existing users are modified from a group or role of a sharing rule.
Also when records are transferred to users, the rules are re-evaluated.
Also when the rule is updated, re-evaluation is done. |
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Term
| When does creating sharing rules make sense? |
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Definition
| When the org wide default is either Read-only or Private. |
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Term
| What should the Account org wide default be if you want to make the Contact public read/write |
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Definition
| At least 'public read-only' |
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Term
| What is the difference between 'View All' and 'View All Data' permissions? |
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Definition
'View All Data' provides read access to all the objects while 'View All' is managed at each object level.
Similar is Modify All Data and Modify All permissions. |
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Term
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Definition
OWD [restrict access]
Role Hierarchy [vertical access]
Sharing Rules [lateral access]
Manual Sharing [flexible]
Delegated Administration [admin] |
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Term
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Definition
Used for organizing email templates, documents, reports and dashboards.
Access is defined - Read or Read/Write
Access is explicit - does not roll up based on role hierarchy |
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Term
| What kind of permissions do you need for Folders? |
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Definition
| Manage Public Documents gives you the access to create a new folder. |
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Term
| Can you create email alerts on workflow rules on activities? |
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Definition
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Term
| Can you create outbound message for workflow rules on junction object? |
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Definition
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Term
Workflow rules are triggered when a standard object in a master-detail relationship is re-parented, even if the object's
evaluation criteria is set to When a record is created, or when a record is edited and did not
previously meet the rule criteria. True or False? |
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Definition
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Term
| Can cross object field updates be possible? |
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Definition
| Only on workflows that is related to custom objects. In standard objects, it is only possible with CaseComments and EmailMessages. |
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Term
Salesforce.com processes any rules in the following order:
1. Validation rules
2. Assignment rules
3. Auto-response rules
4. Workflow rules (with immediate actions)
5. Escalation rules
True or False |
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Definition
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Term
| Execution order of time dependent actions? |
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Definition
Time triggers are not necessarily executed in the order they are displayed on the workflow rule detail page.Workflow rules
list time triggers that use the Before field first, followed by time triggers that use the After field. |
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Term
If you change a date field that is referenced by an unfired time trigger in a workflow rule that has been evaluated,
Salesforce.com recalculates the unfired time triggers associated with the rule. For example, if a workflow rule is scheduled
to alert the opportunity owner seven days before the opportunity close date and the close date is set to 2/20/2011,
Salesforce.com sends the alert on 2/13/2011. If the close date is updated to 2/10/2011 and the time trigger has not fired,
Salesforce.com reschedules the alert for 2/3/2011. If Salesforce.com recalculates the time triggers to a date in the past,
Salesforce.com triggers the associated actions shortly after you save the record. |
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Definition
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Term
| If a time trigger uses a field that is null, Salesforce.com ignores the time trigger. True or False? |
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Definition
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Term
You can deactivate a workflow rule at any time. If the rule has pending actions in the workflow queue, editing the record
that triggered the rule removes the pending actions from the queue. If you don't edit the record, the pending actions are
processed even though the rule has been deactivated. |
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Definition
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Term
| In edit mode, do field level security apply to required fields? Yes or No |
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Definition
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Term
| Conceptually validation rules are fired for the entire record not just the field. |
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Definition
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Term
| What is the sequence in validation rule execution> |
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Definition
1. Standard validation rules like required, unique, data type
2. Custom validation rules |
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Term
| Is validation rule enforced - Support objects? |
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Definition
| All except Forecasts and Territories |
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Term
| Is validation rule enforced - Reporting & Dashboards? |
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Definition
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Term
| Is validation rule enforced - API ? |
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Definition
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Term
| Is validation rule enforced - Import and Data Loader |
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Definition
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Term
| Is validation rule enforced - Lead Convert? |
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Definition
| Yes, if enabled for your organization |
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Term
| Is validation rule enforced - Record Merge |
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Definition
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Term
| Is validation rule enforced - Offline, connect for outlook and salesforce mobile? |
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Definition
| Only when the data is synchronized with server. |
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Term
| Is validation rule enforced - Web To Case and Web to Lead? |
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Definition
| Web to Case - enforced but no feedback to user, admin notified of errors. |
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Term
| Is validation rule enforced - Self Service Portal |
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Definition
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Term
| Can validation rules be packaged? |
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Definition
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Term
| Requiredness is available for standard fields? |
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Definition
| No, it is available only for custom fields |
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Term
| If you have existing data that is not unique, will you be able to enforce Uniqueness by setting the Unique property? |
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Definition
| No, when you select Unique property, Salesforce will attempt to create a Unique index which will fail because of duplicate data. So Uniqueness will not be enforced. |
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Term
| Data import wizard can be used to import data for? |
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Definition
| Accounts, Contacts, Leads, Solutions and Custom objects. |
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Term
| Contacts and Leads may be updated based on matching email address? |
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Definition
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Term
| Solutions can be updated based on Solution Titles? |
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Definition
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Term
| Custom objects can be updated based on Custom object names? |
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Definition
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Term
| What is the limit on the number of records that can be imported using UI? |
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Definition
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Term
| What are the supported data types for an External ID field? |
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Definition
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Term
| Is External field case insensitive? |
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Definition
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Term
| How many external fields can you have on an object? |
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Definition
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Term
| Can a field in CSV be mapped to more than one salesforce field? |
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Definition
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Term
| Can you create a record that has a lookup field that is not yet defined? |
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Definition
| No, lookup records must be created before adding the records that refers it. |
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Term
| How can Account and Contact fields be imported? |
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Definition
| Using the record Id, only then will you be able to update the record owner, account name, account site, created by , last modified by, contact first name and contact last name |
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Term
| What happens if you dont check 'Overwrite existing data'? |
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Definition
| Only blank fields will be updated with values from CSV. |
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Term
| What tool will you use to load data into Opportunities or Products? |
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Definition
| Data Loader. Import Wizard is used only for Accounts, Contacts, Leads, Solutions and Custom objects. |
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Term
| Which tool can I used to schedule data import? |
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Definition
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Term
| Which tool can I use to load data without triggering workflow rules? |
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Definition
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Term
| Which tool should I use to prevent duplicates? |
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Definition
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Term
| How long does the Recycle bin hold data? |
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Definition
| 30 days, it is 45 days for custom fields but 30 days for data. |
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Term
| Does data in recycle bin count towards storage limit? |
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Definition
| It is not while deleted custom fields is counted towards the total number of custom fields for the org. |
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Term
| What is the limit of records in Recycle bin? Say if the size is 1GB. |
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Definition
rule = 250 * Size in MB.
For the question = 250 * 1000MB
= 250, 000 records. |
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Term
| You cannot deleted a product that is used on an opportunity? |
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Definition
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Term
| You cannot delete the Standard Price book or a price book that is on an opportunity? |
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Definition
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Term
| Wht are the two types of storage allocation in salesforce? |
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Definition
Data storage and
File storage. |
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Term
| How is File storage consumed> |
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Definition
Attachments
Documents
Salesforce Content |
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Term
| You can use the import wizard to erase existing data, True or False? |
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Definition
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Term
| Joe imports Sara's records who is inactive, will the record ownership be assigned to Joe. Yes or No |
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Definition
| Yes, if the record owner is inactive then the user doing the data load will be used. |
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Term
| Joe is loading an invalid value to a picklist, will the data load display an error? |
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Definition
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Term
| Who can import data for all users? |
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Definition
| Only System administrator and Marketing profiles. |
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Term
| How does the Import wizard perform matching when updating records? |
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Definition
Custom object names,
Solution titles,
External ID or
Salesforce ID |
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Term
| When you save a record with an insert, update, or upsert statement, Salesforce.com performs the following events in order. |
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Definition
On the server, Salesforce.com:
Loads the original record from the database or initializes the record for an upsert statement.
Loads the new record field values from the request and overwrites the old values. If the request came from a standard UI edit page, Salesforce.com runs system validation to check the record for:
Compliance with layout-specific rules
Required values at the layout level and field-definition level
Valid field formats
Maximum field length
Salesforce.com does not perform system validation in this step when the request comes from other sources, such as an Apex application or a Web Services API call.
Executes all before triggers.
Runs most system validation steps again, such as verifying that all required fields have a non-null value, and runs any user-defined validation rules. The only system validation that Salesforce.com does not run a second time (when the request comes from a standard UI edit page) is the enforcement of layout-specific rules.
Saves the record to the database, but does not commit yet.
Executes all after triggers.
Executes assignment rules.
Executes auto-response rules.
Executes workflow rules.
If there are workflow field updates, updates the record again.
If the record was updated with workflow field updates, fires before and after triggers one more time (and only one more time). Note
The before and after triggers fire one more time only if something needs to be updated. If the fields have already been set to a value, the triggers are not fired again.
Executes escalation rules.
If the record contains a roll-up summary field or is part of a cross-object workflow, performs calculations and updates the roll-up summary field in the parent record.
Commits all DML operations to the database.
Executes post-commit logic, such as sending email. |
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