1.
Lookup Relationship
1. What is App in Sales force?
An app is a group of tabs that work as a unit to provide
functionality. Users can switch between apps using the
Force.com app drop-down menu at the top-right corner of
every page.
You can customize existing apps to match the way you work,
or build new apps by grouping standard and custom tabs.
Navigation to create app in Sales force: Setup ->Build -
>Create->App-> Click on new and create your application
according to your requirements.
2. What is object in Sales force?
Custom objects are database tables that allow you to store
data specific to your organization in salesforce.com. You can
use custom objects to extend salesforce.com functionality or
to build new application functionality.
Once you have created a custom object, you can create a
custom tab, custom related lists, reports, and dashboards for
users to interact with the custom object data. You can also
access custom object data through the Force.com API.
Navigation to create object in sales force: Setup->Build-
>Create->Object-> Click on new object and create object
according to your requirement.
3. How many relationships included in SFDC & What are
they?
We are having two types of relationships, they are
2. Master-Detail Relationship
4. What is a “Lookup Relationship”?
This type of relationship links two objects together,
1. Up to 25 allowed for object
2. Parent is not a required field.
3. No impact on a security and access.
4. No impact on deletion.
5. Can be multiple layers deep.
6. Lookup field is not required.
5. What is “Master-Detail Relationship”?
Master Detail relationship is the Parent child relationship. In
which Master represents Parent and detail represents Child. If
Parent is deleted then Child also gets deleted. Rollup
summary fields can only be created on Master records which
will calculate the SUM, AVG, MIN of the Child records.
1. Up to 2 allowed to object.
2. Parent field on child is required.
3. Access to parent determines access to children.
4. Deleting parent automatically deletes child.
5. A child of one master detail relationship cannot be the
parent of another.
 6. Lookup field on page layout is required.
6. How can I create Many – to – Many relationship?
Lookup and Master detail relationships are one to many
relationships. We can create many – to – Many relationship
by using junction object. Junction object is a custom object
with two master detail relationships.
7. A custom object contains some records, now my
requirement is to create field in this object with master
detail relationship. Can we create master detail relationship
in this case?
No, directly we cannot create master details relationship if
custom object contains existing records.
Following are the steps to create to create master-detail
relationship when records are available in custom object.
1. First create field with lookup relationship.
2. And then associate look field with parent record for every
record
3. Next change the data type of the field from look up to
Master detail.
8. List examples of custom field types?
Text, Pick list, Pick list (multi select), Date, Email,
Date/Time, Date, Currency, Checkbox, Number, Percent,
Phone, URL, Text Area, Geolocation, lookup relationship,
master detail relationship etc…..
9. What is TAB in Salesforce?
Tab is a user interface component to user creates to display
custom object data.
There are three type of tabs.
1. Custom Tabs
2. Visual force Tabs
3. Web Tabs
10. Does user can create insert their own custom logo, while
creating their own custom applications?
Yes user can upload their custom logo in documents and then
they choose that logo for organization.
11. List things that can be customized on page layouts?
We can customize different things on page layout like,
Fields, Buttons, Custom Links and Related Lists. We can also
create sections.
12. What is a “Self Relationship”?
Self Relationship is a lookup relationship to the same object.
Suppose let’s take an object “Merchandise”. Here we can
create relationship in between the Account to Account (same
object) object. That is called “Self Relationship”.
13. What are the main things need to consider in the
“Master-Detail Relationship”?
Record level access is determined by the parent, Mandatory
on child for reference of parent, cascade delete (if you delete
the parent, it can cascade delete the child).
14. What is difference between trigger and workflow?
 Workflow
1. Workflow is automated process that fired an action based
on Evaluation criteria and rule criteria.
2. We can access a workflow across the object.
3. We cannot perform DML operation on workflow
4. We cannot query from database
 Trigger
1. Trigger is a piece of code that executes before or after a
record is inserted or updated.
2. We can access the trigger across the object and related to
that objects
3. We can use 20 DML operations in one trigger.
4. We can use 20 SOQL’s from data base in one trigger.
15. What is Wrapper class?
 A Wrapper class is a class whose instances are collection of
other objects.
 It is used to display different objects on a Visual Force
page in same table.
16. What is Difference between SOQL and SOSL?
 SOQL(Salesforce Object Query Language).
1. Using SOQL we can Search only on one object at a time.
2. We can query on all fields of any datatype
3. We can use SOQL in Triggers and classes.
4. We can perform DML operation on query results.
 SOSL(Salesforce object Search Language).
1. Using SOSL we can search on many objects at a time.
2. We can query only on fields whose data type is text, phone
and Email.
3. We can use in classes but not in Triggers.
4. We cannot perform DML operation on search result
17. What is difference insert() and database .insert() ?
Using insert method we can insert the records but if any error
occurs in any record system will throw an error insertion fail
and none of the records are inserted.
If we want to execute partially success of bulk insert
operation we will use database .insert.
18. What is Static Resources?
Using Static Resources we can upload images, zip files, jar
files, java script and CSS files that can be referred in a visual
force page.
The maximum size of Static Resources for an organization is
250mB.
19. How to call java script using Static Resource in Visual
Force page?
Add java script file in Static Resource setup -> develop ->
Static Resources -> click on ‘New’ -> Name: filename and
add file from local desktop and save.
We can use that file as follows in Visual Force page
Manual Sharing is sharing a single record to single user or
group of users.
We can see this button detail page of the record and this is
visible only when OWD setting is private.

 <apex: includescript values=” {! $Resource.fileName}”/> Criteria Based Sharing rules:

20. What is sharing rule? If we want to share records based on condition like share
records to group of users
If we want to give the access to other users we use sharing
rules. Whose criteria are country is India.

21. How many ways we can share a record? Setup -> security controls -> sharing settings -> select the
object and provide name and
Role Hierarchy:
Conditions and save
If we add a user to a role, the user is above in the role
hierarchy will have read access. Apex sharing:
Setup -> manage users -> roles -> setup roles -> click on Share object is available for every object(For Account object
‘add role’ -> provide name and save. share object is AccountShare ). If we want to share the
records using apex we have to create a record to the share
OWD: object.
 Defines the base line setting for the organization. 22. What are the actions in workflow?
 Defines the level of access to the user can see the other
1. Email Alert
user’s record

 OWD can be Private, Public Read Only, Public Read and

2. Task
Write.
3. Field Update
Setup -> Security Controls -> sharing settings -> Click on
4. Outbound Message
‘Edit’
23. How many ways we can made field is required?
Manual Sharing:
 1. While creation of field
2. Validation rules
3. Page Layout level
24. What is difference between Role and Profile?
Role is Record level access and it is not mandatory
for all users.
Profile is object level and field level access and it is
mandatory for all users.
25. What is the maximum size of the PDF generated on
visual force attribute renderAs?
15MB
26. How many controllers can be used in a visual force
page?
Salesforce come under SAAS so, we can use one
controller and as many extension controllers.
27. What is difference between Action support and Action
function?
 Action function: Invoke the controller method from java
script using AJAX and we can use action function from
different places on visual force page.
 Action support: Invoke the controller method using AJAX
when even occurs on page like onMouseOver, onClick,
ect… and we can use action support for particular single
apex component.
28. How many ways we can call the Apex class?
1. Visual force page
2. Web Service
3. Triggers
4. Email services
29. How to create Master Details relationship between
existing records?
Directly we can’t create Master Detail relationship between
existing records, first we have to create Lookup relationship
and provide valid lookup fields and it shouldn’t null.
30. What is permission set?
Permission sets extend user’s functional access
without changing user’s profile.
Ex: A user has only read access through profile on custom
object, administrator want to give access Edit and create
operations to him without changing the profile. Administrator
creates the permission set having edit and creates operation
on custom object and assign to that user.
31. What are the different types of controllers?
We have three types of controllers. They are
1. Standard controller.
2. Custom controller.
 3. Controller extension.
Controller definition: A Visual force controller us a set of
instructions that specify what happens when a user interacts
with the components specified in associated Visualforce
markup, such as when a user clicks a button or a link.
 Controllers also provide access to the data that should be
displayed in a page and can modify component behavior.
 If we use custom controller, we can define new navigation
elements or behaviors, but we must also reimplement any
functionality that was already provided in a standard
controller.
33. What is the difference between the Workflow and
Approval Process?
Workflow rules and Approval Processes can be used together.

Standard Controller: A standard controller consists of the Workflow Rules Approval Processes
same functionality and logic that is used for a standard
Salesforce page. For example, if we use the standard accounts
controller, clicking a Save button in a Visualforce page result Are triggered only when a
in the same behavior as clicking Save on a standard Account user clicks “Submit for
Are Triggered upon Save Approval” button.
edit page.

Custom Controller: A custom controller is a class written in Consists of one set of

Apex that implements all of a page logic. criteria and actions Consists of multiple steps

If we use custom controller, we can define new navigation

elements or behaviors, but we must also reimplement any Have an entry criteru8a, step
functionality that was already provided in a standard criteria and step actions.
controller.
Have Initial submission
Controller Extensions: A controller extensions is a class action, rejection and
written in Apex that adds to or overrides behavior in a approval actions and action
standard or custom controller. Extensions allow us to leverage for each step
that functionality of another controller while adding our own
custom logic.
Some attributes can’t be
32. What is Custom controller? modified processes must be
deactivated before they can
Custom Controller: A custom controller is a class written in Can be modified or deleted. be deleted.
Apex that implements all of a page logic.
34. What are the report Types?
Total number of DML
Record types are used to display different picklist values and statements issued 150
page layouts to different users based on their profiles.

35. How to make the Record type as default? 38. What are the annotations in the Apex?

By using profiles. An Apex annotation modifies the way a method or class is

used, similar to annotations in Java.
Go to the particular profile and by using Record Type
 @Deprecated.
Settings we can make the Record types as default.
 @Future.
36. What is the Customer Portal and Partner Portal?
 @Is Test.
Customer portal: A Salesforce.com Customer Portal similar
to a Self – Service Portal in that it provides an online support  @ReadOnly.
channel for your customers – allowing them to resolve their
inquires without contacting a customer service representative.  @RemoteAction.

37. Tell me one Governor Limit? 39. What is @IsTest annotation?

Use the isTest annotation to define classes or individual

Total number of SOQL
queries issued 200 methods that only contain code used for testing you
application.

Total number of records 40. How many controller extensions we can use?
retrieved by SOQL queries 50000
Any number of controller extensions.
Total number of records 41. What are the Collections?
retrieved by SOQL queries 20
 Lists.
Total number of records  Maps.
retrieved by a single SOSL
query. 200  Sets.
42. What are the difference between the Sets and Maps?
 A Set is an unordered collection of primitives or sObjects
that do not contain any duplicate elements.
 A Map is a collection of key-value pairs where each unique
key maps to a single value. Keys can be primitive data
type, while values can be a primitives, sObject, collection
type or an Apex object.
43. What are the data types we can give for the Key and
Values in Maps?
 Keys – Primitive Data Types.
Use the without sharing keywords when declaring a class to
ensure that the sharing rules for the current user are not
enforced.
47. What is the difference between Tigger.new and
Trigger.old?
Trigger.new : Returns a list of the new versions of the
sObject records.
Note that this sObject list is only available in insert and
update triggers, and the records can only be modified in
before triggers.

 Values – Primitive, sObject, Collection Type or an Apex Trigger.old : Returns a list of the old versions of the sObject
Object. records.

44. Have you Implemented record type in your project? Note that this sObject list is only available in update and
delete triggers.
Yes, we have created Record Types and we have done Page
Layout Assignment also. 48. What is the Custom Settings?

Custom Setting that provides a reusable set of static data that

can be accessed across your organization. There are two types
45. What are the types of Sandboxes you’re using? of custom settings.
Full Sandbox and Configuration only Sandbox. 1. List Custom Settings.
 Full Sandbox : Full Sandbox is Production environment. 2. Hierarchy Custom Settings.
 Configuration Sandbox: Test Sandbox. 49. What is the difference between the Lookup and Master-
detail relationship?
46. What is the difference between the with Sharing and
with out Sharing keywords?
Lookup Relationships Master-Detail Relationships
Use the with sharing keywords when declaring a class to
enforce the sharing rules that apply to the current user.
 There are three ways to make a filed required. They are
We can create upto 25 We can create upto 2 Master-
lookup Relationships Details Relationships 1. While creating a filed.

2. Using Page Layout and using Validation Rules.

Master-Details Relationships
Lookup can be created if cannot be created if records 3. FLS(doubt).
records already exists already exists.
53. How many ways we can create visualforce page?

If we deletes the Parent If we delete the Parent record, There are two ways to create a visualforce page. They are
record, then the child will then the Childs will be deleted
not be deleted. automatically. 1. By using the URL.

2. By using the path setup=> Develop=> Pages.

Mandatory Optional
50. What is the difference between the Profiles and Roles?
Profiles: A collection of settings and permissions that define
how a user accesses records. Profiles Control a user’s
permissions to perform different functions in Salesforce.
 A Profile can have many users, but a user can have only
one profiles.
Roles : Controls the level of visibility that users have yo an
organization’s data.
51. Can we create a user without assigning the profile?
No, because while creating the user, selection of profiles is
mandatory thing.
54. What are the assignment Rules?
Assignment Rules are used to automate organization’s lead
generation and support processes.
 Lead Assignment Rules specify how leads are assigned to
users or queues as they are created manually, captured from
the web, or imported via the lead import wizard.
 Case Assignment Rules determine how cases are assigned
to users or put into queues as they are created manually,
using Web-to-Case.
55. What are the types of Relationships?
1. Master- Detail.
2. Lookup.
3. Many to Many.

52. How many ways we can make a filed required? 4. Hierarchical.

56. Can we delete the user from Salesforce?
As per now, Salesforce does not allow to delete any user, how
ever we can deactivate the user.
57. How to create the Many to Many relationships between
object?
Create one custom object, which should have auto number as
unique identification and create two Master- Detail
relationships for this object. And this Object is called as
Junction object.
58. What is Cross Object Formula?
Cross-Object Formula can reference merge fields from a
master(“parent”) object if an object is on the detail side of a
master-details relationship. We can reference fields from
object that are up to ten relationships. We can able to insert
related Object data into a formula.
59. How to hide a tab for an User?
By Profiles we can hide a tab from a user.
Use “Tab Hidden” setting for Tab Hide.
60. What is an External ID?
External ID are used when we interacting with a external
systems. It will act as unique identifier. We can define 3
external ID fields per object. These are the data types of
fields.
 Number.
 Text.
 Email.
61. How to merge duplicates without going for third Party
tools?
Click on the Tab and go to Tools section, we can find the
Merge option.
62. How many ways we can do deployment?
There are three ways to do deployment.
1. By using change Sets.
2. By using Force.com IDE tool(Eclipse).
3. By using Force.com Migration toolkit.
63. What is the best practice you are using while coding?
 Bulkify your code: Bulkifying Apex code refers to the
concept of making sure the code properly handles more
than one record at a time. When we try to load the link of
the records using the Data Loaders, then we make sure that
code will satisfy.
 Avoid SOQL Queries inside For loops: When queries are
placed inside a for loop, a query is executed on each
interaction and the governor limit is easily reached. Instead
move the SOQL query outside of the for loop and retrieve
all the necessary data in a single query.
  Avoid Multiple Triggers on the Same Object: Write the
Single Trigger on the each object and write the logic in the
classes and call that classes in the triggers.
 use of the Limits Apex Methods to avoid Hitting Governor
Limits.
 Avoid hardcoding IDs.
64. What is the MVC design pattern in Salesforce.com?
65. How many records we can display in the particular
report?
Any number of records.
66. What are the data components in the Dashboards?
The following are the Data Components in the Dashboards.
1. Horizontal Bar Chart.

Model View Controller (MVC) design pattern is the one of 2. Vertical bar Chart.
the most popular design pattern which contains three
modules. 3. Line Chart.

1. Model. 4. Pie Chart.

2. View. 5. Donut Chart.

3. Controller. 6. Funnel Chart.

 Model: What Schema and Data does salesforce uses to 7. Gauge Chart.
represent the system completely. In Salesforce, we can say
that sObject are the model. 8. Metric.

 Example: Sobjects, Apex Classes. 9. Table.

 View: How the Schema and data is represented. Visualforce Note: The Components of the Dashboard that use the Grand
is used to present the data to users. Totals is Metric and Gauge.

 Example: Pages, Components. 67. How to call method in VF page?

 Controller: How the interface actions. Controllers are used
to perform the actions whenever users interact with
Visualforce.
 Example: Standard, Custom(Apex).
We have a attribute called action in the
<apex:commnadbutton> tag in the VF page.
<apex:commandButton action=”{!save}” value=”Save”
id=”theButton”/>.
68. How much code coverage we can do for a Test Class?  Validation rule verify that the data a user enters in a record
meets the standards we specify before the user can save the
 75%. record.

69. What is the Formula Filed?
A read-only field that derives its value from a formula
expression which we define. The formula filed is updates
when any of the source field change.
70. Mention the names of Standard Controllers?
 Accounts.
 Contacts.
 Opportunities.
 Validation rule also included the error message to display
to the user when the rule returns a value of the true due to
an invalid value.
83. If we don’t have 75%code coverage, can we move it from
one sandbox to another sandbox?
Yes, we can move a class from one Sandbox to another
sandbox. But if we want to move a class from sandbox to
environment we need to have a Test Class with a minimum of
code coverage should be 75%.

 Leads…etc. 66. What are the Data Components in the Dashboards?

80. What are the actions in Workflow? The following are the Data Components in the dashboards.
 Tasks.  Horizontal Bar Chart.
 Email Alert.  Line Chart.
 Field Update.  Pie Chart.
 Outbound Message.  Donut Chart.
81. Can we delete a record using the Workflow?  Funnel Chart.
 No.  Gauge Chart.
82. What is the validation Rule?  Metric.

 Table.
Note : The Components of the dashboard that use the Grand
Totals is Metric and Guage.
67. How to call method in the VF page?
 We have a attribute called action in
the <apex:commnadbutton> tag in the VF page.
<apex:commandButton action=”{!save}” value=”save”
id=”theButton”/>.
68. How much code coverage we can do for a Test Classes?
 75%.
69. What is the Formula Field?
 A read-only field that derives its value from a formula
expression which we define. The formula field is updated
when any of the source fields change.
70. Mention the names of Standard Controllers?
 Accounts, Contacts, Opportunities, Leads…etc.(all
Standard and custom objects).
71. What are the actions in the Workflow?
 Task.
 Email Alert.
 Field Update.
 Outbound Messages.
72. Can we delete a record using the Workflow?
 No.
73. What is the validation rule?
 Validation Rules verify that the data a user enters in a
record meets the standards we specify before the user can
save the record.
 Validation rule also included the error message to display
to the user when the rule returns a value of true due to an
invalid value.
74. If we don’t have 75% code coverage, can we move it
from one sandbox to another sandbox?
 Yes, we can move a class from one sandbox to another
sandbox. But if we want to move a class from sandbox to
production environment we need to have a Test Class with
a minimum of code coverage should be 75%.
75. Can we have duplicates in the External ID?
 No
76. Which method in custom settings returns list of records?
 getAll().
77. What are the context variables in Triggers?
 Trigger.new, Trigger.old.
 Trigger.NewMap, Trigger.OldMap.
 isInsert, isUpdate, isDelete, isBefore, isAfter, isUndelete.
78. What is the Bulk Triggers?
 All the triggers are bulk triggers by default, and can process
multiple records at a time. We should always plan on
processing more than one record at a time.
79. What is the difference between giving with sharing and
without sharing while creating a class?
 The class with sharing means we are enabling the access to
the profiles. The class without sharing means we are
disabling the access to the profiles.
80. Can we put list in the Map?
 Yes, we can put list in the Map. Please find the code below.
Map<Id, List<Opportunity>> MapList=New Map<Id,
List<Opportunity>>();
81. What is the Rollup Summary?
 A read-only field that displays the sum, minimum, or
maximum value of a field in a related list or the record
count of all records listed in a related list.
82. How can we implement a scheduler in Force.com?
 In Force.com we have a concept of scheduling the apex.
We can write a block of code which can be scheduled at
particular point of time in a week.
83. What are the different types of the trigger events?
An event in a trigger refers to a situation when the trigger gets
fired.
 Before Insert: Before inserting the record into the
database, the trigger will be fired.
 Before Update: Before deleting a record, trigger will be
fired.
 Before Delete: Before Deleting the record, trigger will be
fired.
 After Insert: After Inserting a newly entered record into
database, the trigger will be fired.
 After Update: After modifying the record once it is saved
to database. the trigger will be fired.
 After Delete: After Deleting a record, if user need to
perform any action, he can fire the trigger using this after
delete event.
 After Undelete: Once the record gets deleted, it will be
sent to recycle bin to its respective object and the
transaction is done.
84. Can we have duplicate in the External ID?
 No.
85. What are the different types of trigger events?
An event in a trigger refers to a situation when the trigger gets
fired.
 Before Insert: Before updating a record onto the database,
the trigger will be fired.
  Before Update: Before updating a record which is fetched
from database, the trigger will be fired.
 Before Delete: Before Deleting a record an once it is saved
to database, the trigger will be fired.
 After Insert: After inserting a newly entered record into
database, the trigger will be fired.
 After Delete: After Deleting a record, a user need to
perform any action, he can fire the trigger using this after
delete event.
 After Undelete: Once the record gets deleted, it will be sent
to recycle bin. So, a trigger can be fired when user is
moving back from recycle bin to its respective object and
the transaction is done.
86. What are the types of Triggers?
There are two types of Triggers in Salesforce.
 Bulk Triggers.
 Recursive Triggers.
Recursive Trigger: A Trigger that creates a new record as
part of its processing logic; however, that record may then
cause another trigger to fire, which in turn causes another to
fire, and so on.
87. What is the difference between render, rerender and
renderas?
 Render: Component in Visualforce page can show or hide
by suing render.
 Rerender: If we want to refresh partial page in Visual force
page we have to use Rerender.
 Render as: By using this we can convert entire visual force
into PDF. the syntax is Render as = “pdf”.
88. What is the difference between Trigger and Workflow?
 Workflow: Inbuilt functionality, used on single object.
 Trigger: Used for complex business process in which
multiple Objects can handle.
Examples:-
 Using Workflow, Based on the criteria we mentioned on
the parent record, we can do filed update on the parent only
but not on the chid object.
 Using Triggers, Based on the criteria we mentioned on the
parent record, we can do field update on the child also.
89. How many characters can we enter in the formulae
field? What will happen if we exceed the character limit?
 We can enter upto3900 characters in the formula field. If
we exceed the limit, then it will give the compilation error.
90. Can we include on formula field with in another
formula field? What about the size?
Yes, we can include on formula field with in another formula
field. It will calculate the formula field characters which we
included in the formula field.
91. What is the action Function in the VF pages?
  <apex:actionFunction>: A component that provides
support for invoking controller action methods from
Javascript code using an Ajax request.
 An <apex:actionFunction> component must be
child of an component.
 <apex:actionStatus>: This Component i s used for
displaying different values depending on whether it’s in
progress or completed.
 <apex:actionsupport>: A component that adds AJAX
support to another component, allowing the component to
be refreshed asynchronously by the server when a
particular event occurs, such as a button click or
mouseover.
 <apex:actionPoller>: This component specifies a timer
that sends an Ajax update request to Force.com according
to a time interval that we specify.
92. What is the difference between the ISBLANK() and
ISNULL ()?
Both determines if an expression has a value and returns
TRUE if it does not. If it contains a value. this function
returns FALSE.
 ISBLANK(expression) : The expression allows both
number and text fields
 ISNULL(expression): Here the expression allows only
number fields.
93. What are the Operators we can do using Data Loader?
 Insert.
 Update.
 Upsert.
 Delete.
 Export.
94. What is the maximum size of the PDF generated on
Visualforce attribute renderAS?
The maximum response size when creating a PDF must be
below 15 MB, before being rendered as a PDF.
95. What is the Order of Execution?
The Order of execution gives the what are the events that
Salesforce performs in order.
 Executes all before triggers.
 System validations are performed.
 Custom validations are performed.
 Saves the record but doesn’t commit.
 Executes the assignment rules.
 Executes the Workflow rules.
 Commit to th database.
96. Can we change the data type from lookup relationship to
master-detail relationships?
Yes, we can change the Lookup relationship to master-detail
relationships.
97. We can create master-Detail relationships if records 100. What are the OWD?
already exist on object? Then how to achieve this one?
 Organization Wide Default’s is used to restrict access.
First we have to create the lookup relationship. Next update
 OWD sharing settings give you a baseline level to access
the existing records with some value in the lookup field. Now
for each object and enable you to extend that level of
change the data type from lookup to master-detail.
access using hierarchies.
98. What is the difference between Force.com and
101. What is sharing rule?
Salesforce.com?
Sharing rules represent the exceptions to your organization-
Force.com is the platform used to develop the applications in
wide default settings. Using sharing rules we can extend the
the salesforce. Salesforce.com is keyword used to search
access for the records.
anything.
102. At profile level what are the permissions we must give
99. What is the difference between Data Loader and Import
for OWD’s does not work?
Wizard?
View All and Modify All permissions.
Data Loader Import Wizard
103. What is permission sets?

It Supports A permission set is a collection of settings and permission

It Support all the Accounts/Contacts, Leads, that give users access to various tools and functions. The
Standard Object and Solutions and Custom settings and permissions in permission sets are also found in
Custom Objects. Objects. profiles, but permission sets extend user’s functional access
without changing their profiles.
Supports
upto million Supports upto 50,000 1. What is Cloud computing?
records. records. “Cloud Computing is a new trend in IT development,
deployment, Delivery module of business Products, Services
that are provided over the internet that are been used by the
Duplicates will be Duplicates will not be real time User“
allowed allowed.
 Read more on Cloud Computing => What is Cloud
Computing.
Have batch size. Don’t have any batch size.
 2. Expand CRM and briefly explain about CRM ?
Full form for CRM or Acronym for CRM is “Customer
Relationship Management “. We can understand from the
full form where CRM is an application used to automate
Sales and marketing functions by a using a Software
called CRM Software . BY using CRM Software every
Company / Organization plans to increase their revenues
and profits. This strategy of increasing revenue is done
mainly by attracting Customers, clients, Sales etc.
 Read more on CRM :- What is CRM.
3. List some CRM Software’s?
We have number of CRM software’s which are provided by
top CRM companies some of them are listed below
depending upon their present market.
1. Salesforce CRM.
2. Microsoft Dynamics CRM.
3. Oracle CRM.
4. SAP CRM.
5. Sage CRM.
6. NetSuite CRM.
7. Oracle CRM on Demand.
8. Oracle Sales Cloud(Fusion CRM).
9. SugarCRM.
10. Nimble
4. What are the Advantages of Cloud Computing?
 Cloud computing has made tremendous growth
in processing power, reliability of the Internet and the
great increase in broadband speeds.
 It makes tremendous sense to make use of the centralized
server of the provider of cloud computing services as not
only does it reduce the costs by a great extent by making
redundant the need to buy several software licenses, it also
eliminates the huge costs required by an organization to
maintain and upgrade existing software.
 Read more on Cloud Computing Advantages :- Cloud
Computing Advantages.
5. What is the definition of CRM?
“Cloud Computing definition given by NIST (US National
Institute of Standards and Technology) :Cloud
Computing is a model for enabling ubiquitous, convenient,
on-demand network access to a shared pool of configurable
computing resources that can be rapidly provisioned and
released with minimal management effort or service provider
interaction“.
6. What are deployment modes of cloud computing?
Cloud computing services can be provided in four different
deployment modes depending on size and structure of an
organization. Four deployment modes of cloud computing are
1. Public Cloud.
2. Private Cloud.
 3. Hybrid Cloud and
4. Community Cloud.
7. What is PaaS?
PaaS means” Platform as a Service”. Here in “PaaS “ the
cloud service providers provides hardware, OS(operating
System), Storage, Network services over the cloud. It is the
way like a rent. If there is no service like Platform and there
will be no Applications. Which applications are build on a
Platform.
Get more details on Paas :- What is PaaS.
8. What is SaaS?
SaaS means Software as a Service. Through this Services all
the software’s are distributes over the cloud. By using SaaS
no need to install any software all software’s are readily
available over the internet .
 Get more details on SaaS :- What is SaaS.
9. What is IaaS?
Full form IaaS is “Infrastructure as a Service”. Here in
IaaS the cloud service providers will provides infrastructure
like servers, hosting services and storage. Servers and
storage’s are the basic services provide by Cloud Service
Providers.
 Get more details on IaaS :- What is IaaS.
10. What is Public Cloud?
Public cloud can be available to people across the world. In
this Public Cloud the user has no control over the resources.
11. What is Private Cloud?
Private Cloud Can be accessed only with in the limited
premises. In Private cloud Cloud Services Providers Cloud
infrastructure to particular Organization or Business
specially. This Cloud infrastructure is not provided to others.
13. What is Hybrid Cloud?
Hybrid Cloud is the combination of number of clouds of any
type but the cloud has the ability to allow data and / or
applications to be moved from on cloud to another cloud.
Hybrid Cloud is a combination of (Public Cloud ,Private
Cloud, Community Cloud). Here API is used as an interface
between public and Private Cloud.
14. What are the different types of Cloud Service
providers?
Cloud Service Providers are those who provide cloud services
to the business and customers or consumers. Cloud Service
providers will have huge data base, Data centers,
infrastructure, software’s, platform and hardware systems.
 Get more details on Cloud Service providers :- Different
Cloud service providers list.
15. Difference between Public and Private Cloud?
Public cloud can be available to people across the world. In
this Public Cloud the user has no control over the resources.
Where Private Cloud Can be accessed only within the
limited premises. In Private cloud Cloud Services Providers
Cloud infrastructure to particular Organization or Business
specially. This Cloud infrastructure is not provided to others.
16. Salesforce.com is based on which cloud
computing Service ?
Salesforce.com is based on Software as a Service ( SaaS).
17. What are common factors on SaaS, PaaS, and
IaaS?
SaaS, Paas and IaaS are the three types of services provided
using “cloud”. Their common factor for providing services
to organization and customer is the “CLOUD” depending
upon the types of the service they need. Saas provides
Software service on cloud where PaaS provides Platform for
application development and finally IaaS provides
Infrastructure.
18.What is Salesforce?
Salesforce is one of the best customer relationship
management (CRM) tool. Salesforce is among one of the
best web based flexible and powerful database provider
available in the market.
Get more details on Salesforce :- What is Salesforce.
19.Different Salesforce Editions?
Salesforce.com provides different types of editions and
features depending upon the cloud. For Sales cloud it
provides four different types of editions. They are
1. Group.
2. Professional.
3. Enterprise.
4. Unlimited.
20.Number of Salesforce Editions released per year?`
Salesforce Releases e updates for every year. They are
1. Spring.
2. Summer.
3. Winter.
21.Difference between Salesforce.com and Force.com?
Salesforce.com and fore.com are relatively same but they are
different in their functionality. Salesforce.com is used to
develop CRM functionality based application where
force.com is used to customize our data model, business logic
and User interface
22.What is Database.com?
Database.com is a type of service provided by Salesforce.com
to enhance the power of Salesforce.com CRM applications.
Database.com provides “Data as a Service” to subscribers.
23.How many types of portals are available in
Salesforce?
In Salesforce.com we have three types of portals. They are
 1. Customer Portal.
2. Partner portal.
3. Self Service portal.
24. What is App in Sales force?
App means an Application. In Salesforce an Application
consists a group of tabs which are designed to work as a
single function. We have number of applications in
Salesforce.com some of them are sales, marketing, chatter,
site.com, work.com etc.
We can create new application and also customization for the
existing apps in Salesforce.com. To create new app in sfdc go
to Setup=>Build=>Create=>App.
25.Different types of object in Salesforce.com? And
why they called so?
In Salesforce.com we have two types of objects. They are
1. Standard objects.
2. Custom Objects.
 Standard Objects :- Standard objects are called so because
they are created and provided by Salesforce.com.
 Custom Objects :- Custom objects are those which are
created by an User in salesforce.com.
Get more details on Salesforce objects:- Objects in Salesforce
26.What is an object in Salesforce?
An Objects is represented as a database table which stores
organization data . Objects consists of set of fields and we
store data against that field. To view
data Salesforce provided TABS.
To create custom fields go
to Setup=>Build=>Create=>Object.
27.What is TAB in Salesforce?
Salesforce.com provides list of tabs and are placed in Tab
menu. To access data of an objects Tabs are used. Tabs in
Salesforce are three types they are.
1. Custom Tabs.
2. Visualforce Tabs.
3. Web Tabs.
28. List examples of custom field types?
Some of the custom field types are date field, Date/Time
field, Currency field, Checkbox field, Number field, Text
field, Pick list field, Email field, percent fields, phone field,
URL field and many more.
Learn how to create custom fields :- Custom fields.
29.What are the Standard and Custom Fields in
Salesforce?
 Standard fields for custom objects stores the information
about created by, modified by, currency, Name, owner and
Division. These are the standard fields in Salesforce.com.
  Custom field for custom objects store unique data or
information of an organization.
30. How many custom fields can I created in an
object?
In Unlimited edition we can create up to 500 fields per object.
In professional edition we can create up to 100 custom fields
per object.
31. 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.
1. Standard Profile.
2. Custom Profile.
 Standard Profile : Profiles created by force.com are called
Standard Profiles.
 Custom Profiles :Profiles created by user are called
Custom Profiles.
32. What is Role ?
Role Hierarchy settings make the managers and
subordinates to edit, and view the records. The users in the
Hierarchy can be able to view, edit and report all the data
shared.
To create roles in salesforce go
to setup=>Administer=>Manage Users=> Roles.
33.Difference between Role and Profile?
Roles :- Using we can provide record level access like
organization wide defaults, Role hierarchy, sharing rules and
Manual sharing. Simply roles 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.
34. Number of standard profiles available in
Salesforce.com?
In salesforce we have 6 standard profile they are.
1. Standard user.
2. Solution manager.
3. Marketing User.
4. Read only.
5. System administrator.
35. How can you use the term “Transfer Record” in
profile?
Transfer record is a type of permission in salesforce. If a user
is is given access to transfer a record then the user will have
the ability to transfer the records which have Read access.
36.Tell me about Company Profile?
In salesforce.com company profile consists of information
about language, locale, time zone, number of licenses, storage
and available space, about fiscal year, address and currencies.
37.How to get security token in Salesforce.com?
To get security token in salesforce.com go to your
name=>Personal=>Reset my Security token.
38.What is a Fiscal Year in Salesforce?
Fiscal 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.
1. Standard fiscal year :- To change starting month of the
fiscal year this type is used.
2. Custom fiscal year :- We can set custom fiscal year dates
like quarters, weeks.
39.What is a dependent picklist?
Dependent Picklist allows to contain multiple values and pick
value one among them or Multiple values among them.
Dependent fields depends upon controlling field.
Read more about dependent Picklist :- Dependent picklist.
40.What is Page Layout and Record Types?
 Page Layout :- In page layout customization can be done
like fields, related lists, custom links can be arranged.
 Record Types :- Record types in salesforce helps to
implement business processes like defining picklist values
for standard and custom pick lists.
41.How to delete user from Salesforce?
In salesforce.com, deleting a user is not possible. But the user
can be deactivated by freezing that user in salesforce. To
deactivate user go to Setup=>Administer=>Manage
users=>Users=>Click on Freeze.
42.How to freeze users in salesforce.com?
In salesforce.com, deleting a user is not possible. But the user
can be deactivated by freezing that user in salesforce. To
deactivate user go to Setup=>Administer=>Manage
users=>Users=>Click on Freeze.
43.In how many ways can we store files, images and
documents in salesforce.com? what are they?
In Salesforce.com we can store files, images and documents
in 5 types they are.
1. Attachments.
2. Documents.
3. Google drive.
4. Libraries.
5. Chatter Files.
44.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.
45.List some standard indexed fields in
salesforce.com?
Id, name, owner fields, lookup fields, master-detail
relationship fields, audit dates like Last Modified dates etc are
the standard indexed fields in Salesforce.com.
46.Which fields are Indexed by default in Salesforce?
Salesforce indexed some fields by default they are Id, name,
owner fields, lookup fields, master-detail relationship fields,
audit dates like Last Modified dates.
47.Which fields cannot be added as a custom Index?
Formula fields.
48.In salesforce, Can two users’ can have same
profile?
Yes.
49.Is it possible to edit formula field values in a
record?
No.
Salesforce interview Questions on Security
50. 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
1. Manual Sharing.
2. Automatic Sharing.
51. What is Manual Sharing?
Manual sharing is the process of sharing records manually.
52. 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.
53. Difference between profiles and permission sets?
Permission Sets : In this Permission sets we define the access
level of the user. Generally we determine what a user can do
in the applications. These are used to grant additional
permission to a user.
Profiles : In Object level Security, Profiles are assigned to the
user by system administrator. A profile can be assigned to
many users where as a user can have only one Profile.
54. How can you define Field Dependency?
In Field dependency, we have to fields controlling filed and
dependent field. When a selection is made the controlling
field controls dependent picklist values.
Ex:- When a country is selected in dependent picklist then the
states are available to that country. Here country is
controlling field and State is dependent field.
55. How many field dependencies we can use in Visual  Record Types.
Force page?
 Tab Settings.
We can use up to 10 field dependencies in visual force pages.
 Assigned Apps.
56. Tell me about Field-Level Security?
 Object Permissions.
In field level security, we control the user what to see, edit,  Field Level Security.
delete of a particular field in the object.
 Apex Classes
57. Briefly describe about Field-Level Security?
 Visual Force Pages
In field level security, we control the user what to see, edit,
delete of a particular field in the object. In some situation like 58. What are Login Hours and Login IP Ranges?
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  Login hours are set in an organization to restrict the user’s
that objects then we go for Field Level Security. who tries to login before or after login hours.

Field Level Security can be controlled by Profiles and To set login hours in an organization go
Permission sets. to Setup=>Administration=>Manage users=>Profiles.

 IP ranges are used to restrict any login attempt is done from

= > Profiles.
unknown IP addresses. Usually organizations maintain
 Page Layouts. login IP ranges.

 IP Ranges. To set Login IP ranges in salesforce go

to Setup=>Administration Setup=>Manage Users=>
 Login Hours. Profiles.
 Desktop. 59. What is a User Record?
 Client Access. User records consist key information about the user.
= > Permission sets. 60. What is a Record Owner?
 App Permissions. 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 4. Opportunity sharing Rule.

1. Users. 5. Lead Sharing Rule.

2. Queues. 6. Custom Object sharing Rule.

61. What are Organization Wide Defaults? 65. In how many ways can we share a record?

 Organization wide Defaults define the baseline level of Records can be shared in 5 types they are
access to data records for all users in an Organization.
1. Role Hierarchy.
 Organization wide Defaults are used to restrict access to
data(Records). 2. Organization Wide Defaults.

 Organization wide Defaults(OWD) can be defined for 3. Manual Sharing.

Standard Objects and Custom Objects.
62. 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.
63. What is Access at the Role Level?
Access at the role level depends upon the organization wide
defaults.
4. Criteria Based Sharing Rules.
5. Apex Sharing.
66. Best Practices of Creating Contact Sharing Rules?
Organization wide default settings are used to set red, write,
read/write permissions
67. How can I provide record level access to user’s in an
organization? then what should i use from Salesforce
security model?

64. What are the different types of Sharing Rules in Get more details on record level security :- Record level
Salesforce and explain them? security in salesforce.

1. Account sharing Rule. 68. If i want Object level accesses then what should i use
from Salesforce security model?
2. Contact Sharing Rule.
Get more details on object level access. Object Level Security
3. Case Sharing Rule. in Salesforce.
69. What are governor limits? It’s Profile.

Governor Limits in Salesforce.com are the run time limits 75. While setting OWD (Organization wide sharing), can we
enforced by the apex runtime engine to write scalable and change/modify the setting of child record in case of Master-
efficient code. Detail relationship?

Read more on Governor Limits :- Governor limits in
Salesforce.
70. Is it possible to bypass Grant Login access using
Hierarchies in case of standard objects?
Yes
71. Can we use sharing rules to restrict data access?
No, we can not change the settings of child record in Master
Detail relationship because child record is controlled by
parent record.
76. Number of accesses available in Organization Wide
Defaults and what are they?
We have 13 types of access in Organization default settings.
They are

No, sharing rules cannot restrict data access. 1. Private

72. Is it possible to create sharing rules for detail object? 2. Controlled by parent

3. Public Read Only.

No, we can create sharing rules for details objects because
they don’t have owner field. 4. Public Read/Write.

Salesforce Interview Questions on OWD 5. Public Read/Write/Transfer.

73. How can you change the setting “Grant Access Using 6. Public Full Access.
Hierarchies” for Standard Objects ?
7. Use.
It is not possible , by default Grant Access Using Hierarchies
options are enabled for standard objects and they can not be 8. No Access.
changed. For custom objects we can change “Grant Access 9. View Only.
Using Hierarchies “settings .
10. Hide Details.
74. What are the Mandatory points that you think while
creating User and Role ? 11. Hide Details and Events.
 12. Show Details.  Relationship is optional.

13. Show Details and events.  No impact on Security.

77. In Partner Community, external user is having appropriate  Roll-Up summary fields cannot be available.
OWD and Profile Settings for Opportunity or consider any
other Object. However they are getting  25 look-up relationships can be created to one Object.
insufficient privilege access, what might be cause of this error ?
80. What is “Master-Detail Relationship”?
1. First check that every field used in report has Field level
security for external users. We create Master-Detail Relationship using Junction Object
in Salesforce.
2. Check whether Standard Report Visibility settings are
enabled, if it is enabled user can be able to see reports  Child record must have a associated parent.
which are based on standard report types.
 Cascade record-level security.
3. Now external user can be able to access sensitive
information of internal user.  Cascade record deletion.

 Roll-up Summary fields can be established.

Salesforce Interview Questions on Relationships
 Standard objects can not be a detail object.
78. What are the different types of Relationships in
SFDC?What are they?
 Standard Objects can be a Master object
They are four types of Relationships in Salesforce.com. They  Maximum 2 Master-Detail Relationships can be created to
are a Object.
1. Master-Detail relationship.  Records can be re parented.
2. Look-up Relationship. Get more details here :- Master-Detail Relationship
3. May-Many Relationship. 81. What is a “Self Relationship”?
4. Hierarchy Relationship (we can not use this relationship).
Self Relationship is nothing but creating relationship between
79. What is a “Look-up Relationship”? two same objects. This Self Relationship is a Look-up
Relationship to the same object.
 No parent is required.
82. What is Roll-up summary?
Roll-Up Summary field in salesforce calculates values from a
set of related records.
83. Define various characters of Roll-up Summary Field?
1. Roll-Up Summary field can be created only in a object
which is referred as a object with a master detailed
relationship field.
2. Roll-Up Summary field can only created for Master-detail
Relationship.
3. Roll-Up Summary field can not be created for Look-up
Relationship.
4. It Derives the data from child Object.
5. We can’t change field type of a field that we reference in a
roll-up summary field.
6. Auto numbers are not available here.
7. Roll-Up Summary fields are not available for mapping lead
fields of converted fields.
84. List out the functions of Roll-up Summary field ?
 Count : It calculates the total number of related records.
 Sum : It totals the values of selected fields.
 Min : Displays lowest value.
 Max : Displays the highest value.
85. What is Many-Many Relationship in Salesforce ?
 Many-Many Relationships between two objects can be
created.
 Junction Object is used to create Many-Many Relationship.
 Junction object can also be called as Join Object.
 Junction Object links each objects in Many-Many
Relationship.
86. How to create Roll-up summary field on look-up
relationship?
https://www.salesforcetutorial.com/how-to-create-roll-up-
summary-fields-in-salesforce/
87. Can we have Roll up Summary fields in case of Parent-
Child Relationships?
No.
88. Is it possible to edit Roll up summary field value in a
record?
No. roll up summary fields are read only fields and they can
not be edited.
89. Is it possible to create Roll up summary field on parent
object ?
Yes, we can create Roll up Summary field on parent object
only with master detail relation between objects.
90. How to create Many – to – Many relationship?
https://www.salesforcetutorial.com/many-to-many-
relationships-in-salesforce/
91. What is Junction Object?
In salesforce, Junction Object are the part of the objects
which joins one object to another. These are specially used to
join many objects in Many to Many relationships.
92. What are the main things need to consider in the “Master-
Detail Relationship”?
Cascade deletion of the child records is done when parent
record is deleted in Master-Detail Relationship.
93. Can we convert the look up relationship to Master Detail
relationship? If so How can we convert?
Yes, we can convert Look-Up relationship to Master-Details
Relationship. Conversion can be done only if all the fields
have valid look-Up fields values only.’
94. Can we create Master Detail relationship on existing
records?
Yes, It is possible to create Master-Detail Relationship on
existing record. First we have to create Look-Up relationship
to a record then convert it to master-Detail Relationship.
95. How to create many to many relationships between two
objects?
Many to Many Relationship can be created using Junction
object.
Learn how to create Many to Many Relationship in
Salesforce.
96. In case of Master-Detail relationship, on Update of master
record can we update the field of child record using workflow
rule?
No
97. In case of Master-Detail relationship, on Update of child
record can we update the field of Parent record using
workflow rule?
Yes, we can update the field of Parent record using workflow
rule.
98. What happens to detail record when master record is
deleted?
When master Record is deleted, it’s detail records are also
deleted.
99. What happens to child record when a master record is
deleted in Look-up Relationship?
Child records are not deleted.
100. A custom object contains some records, now my
requirement is to create field in this object with master detail
relationship.
No. we can no create master detail relationship first create
look up relationship and associate look fields for every parent
record and then convert this to Master detail relationship.
101. Can we create both master detail relationship and Look-
Up Relationship at a time ?
Yes, we can create.
Salesforce Interview Questions on Reports &
Dashboards.
102.What are different kinds of reports?
There are three types of reports in salesforce.com they are
1. Tabular reports.
2. Summary reports.
3. Matrix reports
103.What are Standard Reports?
Standard reports in salesforce are those provided by
salesforce.com. These type of reports can not be deleted and
used primarily for creating custom reports.
104.What are custom Reports?
Custom reports in salesforce are those created by user with
specific criteria. These type of report can be deleted, edited
and stores in personal folders.
105.What is a Tabular report ?
Tabular reports in salesforce are those where the data is
displayed in the form of list. In Tabular reports custom data is
arranged with out subtotals.
106.What is a Summary Report?
Summary reports in salesforce are those where the data is
displayed in the form of summary format. Sorting, sum-total
of data can be available in this report.
107.What is a Matrix Report?
Matrix reports is salesforce are those where the data is
arranged in grid format having rows and columns. Data is
arranged vertically and horizontally in tables like excel
format.
108.What is Trend Report?
Trend reports in salesforce are those which displays historical
data. Trend reports are used to analyze which fields contains
data that we want to leave out.
109.What are Custom Report Types?
Custom report types in salesforce allows us to build
framework in the report wizard when creating custom reports.
This custom reports can be created between standard and
custom objects.
110.Who can run Reports?
In Salesforce.com, most reports run automatically when we
click on the report name. If we want to run a report click
on “Run Report” to run automatically.
111.What is a bucket field in reports?
In salesforce reports, bucket fields are used to categorize
reports records . When we use bucket field in reports there is
no need of creating formula or a custom field.
112.Is it possible to delete reports using Data loader?
No, it is not possible to delete reports using data loaders.
113.What are Dashboards?
Salesforce Dashboards are the graphical representation and
visual presentation of reports data in salesforce.
114.What are the different Dashboard Components?
Salesforce dashboard components are used to represent data.
Salesforce dashboards have some visual representation
components like graphs, charts, gauges, tables, metrics and
visual force pages. We can use up to 20 components in single
dashboard.
115.What are dynamic Dashboards?
Dynamic dashboards in Salesforce displays set of metrics that
we want across all levels of your organization. Enterprise
Editions can use five dynamic dashboards and Unlimited
edition can use ten dashboards.
116.Can we schedule dynamic dashboards?
No, we can not schedule dynamic dashboards for refresh. It
must be done manually.
117.Explain dynamic Dashboard.
Dynamic dashboards in Salesforce displays set of metrics that
we want across all levels of your organization.
Dynamic Dashboards in salesforce are Created to provide
security settings for the dashboards in salesforce.com. We
may have a requirement in an organization to “view all
data” by every user in an organization according to their
access we have to select Run as Logged-in User. There are
two setting option in Dashboards. They are
1. Run as specified User.
2. Run as Logged-in User.
118.Who can access “drag and drop dashboard”?
User who have permissions in managed dashboard can access
drag and drop dashboard.
119.Which type of report can be used for dashboard
components?
Summary reports and Matrix reports are used for dashboard
components.
120.Which permission is required to set the running user
other than you in dashboard?
The user must have “View All Data” permission is required
to set the running users.
121.What is the use of “floating report header”?
Floating report headers enables us to display the column
header visible on each page when we scroll the report page.
122.How to enable “floating report header”?
To enable floating report header in salesforce go to
Setup=>Customize=>Reports and Dashboards=>User
Interface settings=>Click on enable floating report header.
123.What is Analytical Snapshot in Salesforce.com ?
Analytical Snapshot in Salesforce are used to create reports
on historical data.
124.What is Workflow?
Salesforce Workflow is a business logic that evaluates the
records as they are created, updated in an object to apply
automated process like Assigning Tasks, Emails, Field
Update and outbound message sending.
125.Different Workflow Components available in
salesforce?
In salesforce.com. workflows consists of 5 components they
are.
1. Workflow rules.
2. Workflow tasks.
Workflow tasks in salesforce are used to assigns a task to
users. Using tasks we can specify the Subject, Status, Priority,
and Due Date of the task. Tasks are workflow & approval
actions that are triggered by workflow rules or approval
processes.
128.What is a Workflow Alert?
Email alert is one of the action used in workflow and
approval. They are used to generate email template by a
workflow rule or approval process and sent to destination
recipients. We can send workflow email alerts to users,
contacts having an valid email address.
129.What is a Workflow Field Update?

3. Workflow Email alerts. Field updates in workflow and approval processes specifies
the field that we want updated and inserting the new value for
4. Workflow field updates. it. Depending on the field type, we can choose the following
options. They are apply a specific value, make the value
5. Workflow Outbound messages blank, or calculate a value based on a formula you create.
126.What are the different workflow actions available in 130.What is Time-Dependent Workflow?
Salesforce?
Time dependent workflows are not executed independently.
1. Tasks. Time dependent workflows remain constant in the workflow
queue as long as the workflow rule criteria is valid.
2. Email alerts.

3. field updates. 131.Time-Dependent Workflow – Considerations?

4. Outbound messages When defining time dependent workflows in salesforce we

have to use standard and custom date and date/time fields
127.What is a Workflow Task? defined for the object.

 We have to specify time using days and hours.

  Also add actions to existing time triggers.
132.Limitations of Time-dependent workflow?
When defining time dependent workflows in salesforce we
have to use standard and custom date and date/time fields
defined for the object.
 We have to specify time using days and hours.
 Also add actions to existing time triggers.
133.In which criteria of a workflow – “time dependent
workflow action” cannot be created ?
Created, and every time it’s edited.
134.When you can’t add Time dependent action in
Workflow rule?
Time dependent actions in workflow rules can not be added
when the following actions takes place.
 When workflow rule is active.
 When workflow rule is deactivated and has pending actions
in the queue.
 When the workflow rule criteria of a record is set to:
created, and every time it’s edited.
 When the workflow rule is included in a package.
135.We have a “Time Based Workflow” and there is
Action scheduled to be executed. If we Deactivate the
workflow, Scheduled actions will be removed from queue
or not?
Even after deactivating the the workflow, its action will not
be removed. It’s still active in queue.
136.We have “Time Based Workflow” and there is action
scheduled to be executed. Can we delete that workflow?
It is not possible to delete the workflow when the workflow is
having any pending time dependent actions.
137.How to clear the Time based workflow action queue?
We can clear time based workflow action queue in two ways
they are
1. Make the criteria false.
2. Removing scheduled actions from the queue.
138.While creating workflow on Task, what difference
observed on available actions?
While creating workflow on task we can not find “Send
Email”action.
139.Suppose if a record meets workflow criteria for time
based workflow action, the action goes in queue. Later,
before the time based action is triggered, the same record
gets modified and the criteria previously met is changed
and now it does not meet the workflow criteria. What
happens to the time based action placed in Queue?
Simply the time based workflow action is removed from
workflow queue and will not get fired.
140.Difference between Trigger and Workflow?