What is Cloud Computing? State some advantages.
Answer: Cloud Computing is all about the delivery of on-demand computing services. These services are divided into three categories – Platform-as-a-service(PaaS), Infrastructure-as-a-service(IaaS) and Software-as-a-service(SaaS).
The hallmark of these services is innovation at a faster rate and flexibility in the available resources. The advantages of Cloud Computing are:
- Security
- Less expensive
- Enhance Collaboration
- Offer Flexibility
- Provide Insights
- Automated Software Updates
- 24 x 7 Availability
What do you know about Salesforce?
Salesforce has become a leader in CRM development. It is a customer relationship management (CRM) platform that connects businesses with their customers. It is a single, integrated CRM platform that provides a standard shared picture of every customer to all of your departments, including marketing, sales, commerce, and service, and also allows you to store the data on a secure Cloud. Not only does the platform include a number of services and tools for relationship management, but it also assists in app development. As a result, Salesforce allows you to operate your business from anywhere.
Why do we use Tabs in Salesforce? Mention the types of Tabs.
In Salesforce.com, a list of tabs is placed in the Tab menu. Tabs are used to access an object’s data.
There are three types of tabs:
- Custom tab
- Visualforce tab
- Web tab
What is Profile? Mention the types of Profiles available in Salesforce.
A profile is similar to settings and permissions in Salesforce. It is used to perform different functions that are defined by users. It is another way to manage particular records.
There are two types of profiles:
- Standard profiles: Profiles created by Force.com
- Custom profiles: Profiles created by users
Salesforce standard profiles are:
- Standard User
- Solution Manager
- Marketing User
- Read-only
- System Administrator
What is the difference between Profile and Role?
Profiles: Object and field-level access may be created using profiles, such as general permissions, tab level permissions, read & write permissions, and so on.
Role: We may offer record-level access using roles, such as organization-wide defaults, Role hierarchy, sharing rules, and manual sharing. Simply put, record-level access is influenced by responsibilities.
Mention the ways to store files, documents, and images in Salesforce.com.
We can store files, documents, and images in Salesforce.com as below:
- Attachments
- Documents
- Google Drive
- Libraries
- Chatter Files
What is Field Dependency?
In Salesforce, Field Dependencies are filters that will let the users modify their content and control the value of one field dependent on the value of another. There are two other fields in Field dependency which are.
- Controlling Field.
- Dependent field.
Mention various types of sharing rules in Salesforce?
In Salesforce, there are few sharing rules available which are as follows:
- Account sharing Rule.
- Case Sharing Rule.
- Contact Sharing Rule.
- Custom Object sharing Rule.
- Lead Sharing Rule.
- Opportunity sharing Rule
List the characteristics and functions of a Roll-up Summary field.
Characteristics of a roll-up summary field:
- It can be created for a Master-Detail relationship but not for a Lookup relationship.
- Auto numbers are not available here.
- We cannot change the field type in a roll-up summary field.
- It derives data from the Child object.
Functions of the roll-up summary field:
- Count
- Sum
- Min
- Max
Mention the ways to share a record?
In Salesforce, there are 5 ways we can share records
- Role Hierarchy.
- Organization-Wide Defaults.
- Manual Sharing.
- Criteria Based Sharing Rules.
- Apex Sharing
What are the various types of relationships available in Salesforce?
These are the various relationship types in Salesforce that users can create. Which are:
- Self-relationship
- Lookup
- Indirect lookup
- External lookup
- Many-to-many (junction object)
- Hierarchical
- Master-detail relationship
A lookup relationship allows you to relate records to each other, creating a parent-child schema. Generally, this is done between the different objects (such as Accounts and Contacts), but it can be one object (such as Parent Accounts). Relationship fields allow for users to specify how records affect each other and help with reporting.
Master-Detail relationships are similar to lookup relationships but have a few special features. First, Master-Detail allows for Roll-up Summary fields to be created. This relationship type also affects security in that the Detail (or child) record does not have a record owner. It inherits its visibility from the Master (or parent) record. That can be very beneficial, or limiting, depending on your use case.
Record Types allow you to create separate kinds of records for each object. They control the page layouts, picklist values available, and other business logic. A good example is a call center. You’d likely need different fields visible and required for Cases involving customers’ mortgages compared to car loans.
Here’s a tip: I almost always create a Record Type when I make create a new object even if I’m only planning to use one type. It’s so much easier to add a second one when you need them than it is to to go back and introduce Records Types to an object that already has records.
Data Modelling
What is the difference between Standard and Custom objects?
Answer: Standard objects which are default set in with Salesforce. Examples are Account, Contact, Lead, and Opportunity. Custom objects are when you create information that’s specific to the industry. For example, your business may want to create a custom property object which will store all the information related to real estate that you want to sell.
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