Swap Na Sales Force Admin For Ude My Sessions
Swap Na Sales Force Admin For Ude My Sessions
Swap Na Sales Force Admin For Ude My Sessions
SALESFORCE ADMIN
Student Hand Book for Udemy Sessions
Volume-1
HOMEWORK#1
1
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HomeWork#2
B) Tollywood Cinema
Page
C) Hollywood Cinema
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5
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HomeWork#3
6
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HomeWork#4
Ans-
9
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10
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11
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12
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HomeWork#5
Ans-
13
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14
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HomeWork#6
Ans.
15
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16
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HomeWork#7
Ans
17
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HOME WORK #8
Q1. Create a Custom Object with the name „Player‟. Without selecting the
CheckBox „Launch a new custom Tab Wizard After saving the Custom
Object and write down your observation.
Ans
are not able to see that in App Launcher while searching.If we went to
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Tab from Setup and we can completed the skipped step then its visible
while searching via App Launcher.
HomeWork#9
INTERVIEW QUESTION
Q3. Upon creation of the Object, how many field created by Created by
Salesforece?
Ans - 5 Fields. Which are -
1.Created by
2.Name
3.LastModified
4.Owner
5.ID (which is a hidden field)
Ans - Yes, We can rename the Standard object by searching Rename Tab.
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HomeWork#10
20
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Ans.
21
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22
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HomeWork#11
Ans.
Ans –The Object created by the Schema Builder has two drawbacks 1.
The object is not visible. So we need to create a tab for the object
separately
23
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24
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HomeWork#12
Ans.
Interview Questions
Q 1. How many Custom Object Fields can be created in Developer edition
Per Object?
Ans - We can create up to 100 Custom fields per object.
25
Object?
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Q 8. What are the Difference between Custom Field and Standard Field?
Ans. Custom Field is created by the user requirement and Standard field
is provide by the Salesforce.
We can delete the Custom field but we can‟t delete the Standard field.
We can modify the Custom field but we can‟t modify the standard field as
it read only field.
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HomeWork#13
Ans.
27
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Ans.
Picklist With Default New status
HomeWork#14
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HomeWork#15
Q 2. Implement Lookup relationship between Course and Student Object
and note down the observation.
Ans. If you choose the below Option which is by default. It allows you to
delete the parent record and the value get removed from child record.
HomeWork#16
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HomeWork#17
Interview Question
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HomeWork#18
32
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HomeWork#19
33
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34
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HomeWork#20
Q.3 Implement a Lookup filter on child object to display the Book based
on the class.
Ans.
INTERVIEW QUESTION
Q1. If we need to adjust the Lookup dialog, which Object should we
go(Parent/Child)
And Parent Object.
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HomeWork#21
HomeWork#22
36
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Observation-
1. Account is a standard object so we can‟t make Account a Child
Object..
2. The Master-Detail Relationship Field is Mandatory.
3. When we delete Parent Record Child records also get deleted.
4. While recovering the Parent Record we can‟t see the child record in
the Recycle bin.
5. But when we recovered the Parent record child record also got
recovered.
HomeWork#23
HomeWork#24
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INTERVIEW QUESTION
38
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Lookup Relationship-
1. It is a loosely Coupled bond in which the associated child record is
not deleted if we delete the Parent Record.
2. We can make 40 lookup relationships per object.
3. Parent field is not mandatory.
4. We don‟t Rollup Summary field on Master-Detail.
5. Security of both Parent Record as well as Child Record is
Independent.
Q 3. Can Admin implement Master -Details Relationship between below 2
objects?
Account- parent
Branch- Child
Ans. Yes. (In consideration as Branch is custom objrcet)
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HomeWork#25
HomeWork#26
40
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HomeWork#27
41
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1) By default it is mandatory
2) While creating the child record , we can
associate the Parent record
7) Master-Detail Relationship
Child Controlled by Parent
42
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Standard Objects:
Account - Opportunity -- Master-Detail
Relationship
on Account we can create Roll-up summary
Field for Opportunity
but on Opportunity record -- Account is
not mandatory
Delete --->
Parent record of Account
contact --> Delete
UnDelete --> Parent , child record will be
restored
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HomeWork#28
Q.1
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HomeWork#29
HomeWork#30
Q.3 What will happen to “Reservation, Hotel and Contact ” if Room Record
is deleted ?
Ans - Reservation Record will get deleted which is associated with Room
record. As it is a Child object of Room(Parent) Object. It will not have any
impact on Hotel and Contact.
HomeWork#31
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HomeWork#32
HomeWork#33
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HomeWork#34
Q.2 What will happen to “Reservation and Room Object” if Contact record
is deleted?
Ans.
Contact Records
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Reservation Record
Room Records
Hotel Records
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HomeWork#35
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After deleting
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HomeWork#36
Q.3 What will happen to “Reservation, Hotel and Contact ” if Room Record
is deleted ?
Ans.
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Hotel records don't have any impact on it as it's a Parent record of Room
record.
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HomeWork#37
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INTERVIEW QUESTION
Q.1 How many Roll-up summary fields can be created per Object?
Ans. We can create 25 Roll up summary per object.
Q.2 What are the different aggregate functions while creating Roll up
summary Field?
Ans. Count, Sum,Min, Max.
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Q.10 What happened to the Junction record when someone deleted the
one-parent record?
And. Junction object is a Child Object so the Record which is associated
with the parent record is also deleted.
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Q.3 What is an Indirect Lookup Relationship? Where can we see this Data
Type?
Ans. Indirect Lookup relationship is a which is used when external data
does not include salesforce Ids, This data type only found in External
Object
Q.4 What type a Relationship can Admin implement when a child Object is
a Custom Object and Parent Object is an external Object?
Ans. External Lookup Relationship.
Q.5 What type of Relationship can Admin implement when Child Object is
External Object and Parent Object is External Object?
Ans. External Lookup Relationship.
Q.6 What type of Relationship can Admin Implement when Child Object is
External Object and Parent Object is Standard Object?
Ans. Indirect Lookup Relationship and External Lookup Relationship.
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HomeWork#38
Q.38 Implement following field on Contact Object
Field - Salary.
Create a formula field to find out Monthly Salary.
Ans. - Logic applied
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HomeWork#39
Q.39 Create a Formula field to find out the Tax deduction on top of the
salary.
Ans. Logic Applied
Representation of Field
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HomeWork#40
Field Representation
If Industry = Other
Industry value =
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Field Representation
If Industry = Other
Industry value = IT
If the industry is not equal to other then the Industry field remain Blank
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HomeWork#41
Q.41 Implement a Formula field on Lead Object to Display not valid Email
when the email Field is blank. Otherwise display Invalid Email.
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HomeWork#42
Q.42 Implement a Formula Field on Contact Object if Phone does not have
a value then display “No contact Information “ Or else display valid?
Ans. Logical Representation
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HomeWork#43
68
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HomeWork#44
72
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HomeWork#45
74
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When Annual Revenue >100 and Type is not Null then Revenue
Percentage is 100
HomeWork#46
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HomeWork#47
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Q.47 Implement a Formula field to get the match of Last Activity date
Ans. Logical Representation.
HomeWork#48
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Q.48 Implement a Formula Field to display the month name based Last
activity month.
1-Junuary, 2- Feb, 3- march.
Ans. Logical Representation
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HomeWork#49
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HomeWork#50
80
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HomeWork#51
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HomeWork#52
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HomeWork#53
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HomeWork#54
87
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HomeWork#55
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90
HomeWork#56
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HomeWork#57
91
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HomeWork#58
Q.58 Implement a following field on Campaign Object - Location
Then Implement a formula field to get the GeoLocation based on Location
latitude and Longitude
Ans.
HomeWork#59
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HomeWork#60
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INTERVIEW QUESTION
Q.1 What will happen if we exceed the character limit?
Ans - We can enter up to 3900 characters in the Formula field. If this limit
exceeds then it gives the compilation error.
Q.2 Can I call the Description field and replace the special character to „0‟.
Ans. No, We can‟t.
Q.3 Can we call another formula field of the same Objects in the current
object?
Ans. Yes, We can.
Q.4 What are the return types in the Formula fields?
Ans. Currency, Text, Number, Percent, Checkbox, Date time,Date,Time
Q.5 Differences between IsPickcal and Include function?
Ans. isPickval is used for Picklist
Include is used for Multi select Picklist
Q.6 What are the character limits in the formula field?
Ans. 3900 Characters.
Q.7 What is the Difference between ISBLANK and ISNULL?
Ans. Isblank is used for Number as well as Alphabets
While Isnull is used only for numbers.
Q.8 When do the formula fields get executed?
Ans. After the records get saved.
HomeWork#61
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HomeWork#62
Q.62 Create a Formula field on Case object, if case start new for more
than 1 day then display Escalate case or else normal
Ans. Logical Representation
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HomeWork#63
98
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HomeWork#64
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HomeWork#65
Q.65 Create a Formula Field on the Case Object to find the differences
between the created date and Closed Date
Ans. Logical Representation
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HomeWork#66
HomeWork#67
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HomeWork#68
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HomeWork#69
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HomeWork#70
Ans. Screenshot
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HomeWork#71
<a>,<b>,<br/>,<i>,<u>,<font>,<h1>....<h6>,<image>,<ol>,<ul>,<p
>,
<table>,<tr>,<th>,<tbody>,<td>
Input -Logic -Output
Ans.<a> - Input -Logic -Output
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<p> - Input,output
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<table>,<tr>,<th>,<td>
HomeWork#72 113
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114
HomeWork#73
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HomeWork#74
Q.74 Subject : Add new user in Salesforce •
Description :add following user in Salesforce and provide Admin access to
this user • User First Name: Virat • User Last Name : Kohli • User Email :
vk@gmail.com • Access : Admin access • User Mobile Number : +91
5545678345
Ans. Screenshot
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HomeWork#75
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HomeWork#76
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HomeWork#77
Q.77 Subject: Freeze existing users in Salesforce • Description: Freeze
following existing user • User Name : Prahlada Joshi • User Name: Anurag
Singh • User Name: Kumar Shah • Provide valid email ID and Profile
should the Salesforce Platform License • Login to Salesforce with
username and Password • Then Freeze the user, try to log in the user but
you will not be able to log in the user as it is Freeze • Unfreeze the user,
and will be able to log in with the user with the same username and
password.
Ans. User - Prahlad Joshi
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HomeWork#78
Q.78 • Subject : Delete Existing user in Salesforce • Description :delete
existing following users in Salesforce for Chatter free license • User Name
: Ashwini Goyal • User Name: Jyoti Singh • User Name : Hardeep Joshis
Ans. Deleted User- Ashwini Goyal, Jyoti Singh, Hardeep Joshi
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HomeWork#79
Q.79 Subject : Create new Profile “TATA Sales Admin” • Description :
Create a new Profile “TATA Sales Admin” where this profile should have
following access: • Sales Lightning Application • Marketing Lightning
Application.
Ans. Given TATA Sales admin profile - Prahlad Joshi
User - Prahlad Joshi have only access Sales Lightning Application and
Marketing Lightning Application
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INTERVIEW QUESTION
Q 1.Can we delete a user in Salesforce?
Ans. No, We can‟t delete a user but we can deactivate or freeze users in
Salesforce.
Q.2 How to freeze a user? And how to unfreeze the user?
Ans. Freeze a user mean the user not able to login in Salesforce
To Freeze the user - setup→user→click on the user name→ click on
Freeze.
To Unfreeze the user - setup→user→click on the user name→ click on
Unfreeze.
Q.3 What is Profile ?
Ans. Profile defines what users can do in salesforce. Profile gives access to
the User which defines on which he is able to do work.
Q.4 what are the different Profile and what are the Purposes of these
Profile Id‟s
Ans. There are two types of profile Standard profile and Custom Profile.
The purpose of profile Id is we can edit and change the profile name so
assured logic will continue to work as same after the profile name get
changed.
Q.5 How to create a new Profile?
Ans. Setup→ Profile→ you can clone or make a new profile.
Q.6 How to Assign a profile to the user.
Ans. While making User you can assign Profile. Profile is mandatory while
making a User.
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Q. 7 What are the Different ways to assign the profile to the user?
Ans. While making User you can assign Profile .We can also go to the user
and change the Profile depending on Salesforce licences.
Q.8 How many Profiles can be created for a single Licence?
Ans. 1500
Q.9 How many Profiles can be assigned to the User?
Ans. One user can have only one Profile but one Profile can have multiple
Users.
Q.10 Can we create a User without Profile?
Ans. No, Profile is mandatory while creating User.
Q.11 Differences between the License and Profile?
Ans. Licence is the user access to the Salesforce product and feature the
company can have while Profile is the access given to the User what he
can do in the Salesforce.
Q.12 Difference between User and Profile?
Ans.1.Profile defines what a user can do in Salesforce.
While User is anyone who can login in Salesforce.
2. Profile is Mandatory while creating a user.
While User is not mandatory while creating a Profile.
3. One profile can have multiple Users.
While One User can have one Profile.
HomeWork#80
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HomeWork#81
Q.81 • Create permission set:
• Label: Email Permissions • API Name: Email_Permissions • Checkbox:
Session Activation Required : False • Licence: None • Assign the
permission set to Hemanth Kumar
Ans. Permission Set allotted
HomeWork#82
Q.82 Create New Profile “CEO –Read only” Copy of “Read only” • Remove
Object access of • Work Types • Work Orders • Entitlement Assign this
profile to system Admin user which created yesterday
Ans.System don‟t allowed to save the profile after removing work order
Access Only. As it is in relationship with the Work plan so we need to
remove the Work Plan also. After removing the Work plan System allowed
you to saved.
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HomeWork#83
Q.83 Assignment: Create a Profile "Service Admin " and License is
Salesforce. and assign the Users to this profile • On Position Object -->
only Read access • Login as Service Admin User then cross verify the
Position Object access • Create -- is this user able to create a Position
Record ? • Edit --- is this user able to edit the Position Record ? • Delete -
- Is this user able to Delete the Position Record ? • View All --is this User
able to see all the records (other user records ) ? • Modify All -- is this
user able to modify all the records ? • Logout as Service Admin User.
Ans. Users not able to Create,Edit,Delete,Modify the records can only
Read Records as we only give Read access.
HomeWork#84
Q.84 • Open Profile "Service Admin " --> Go to System Permissions •
Enable Modify All Option --> Save • switch from "System Permissions " to
"Object Settings" • cross verify the Position Object access. • Before
Position Object access should "only Read Access " • after System
Permissions setting Position Object should have "R, C, E, D, V, M" • What
could be the reason/How the Position Object settings are updated to c, E,
D, V, M ?
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HomeWork#85
Q.85 • Create permission set Group :
• Label: PSG • API Name: PSG • Checkbox: Session Activation Required
should be false • Licence: None • Assign the permission set • Email
Permissions • Temporary Account Edit • Assign the permission set Group
to Hemanth Kumar
Ans. Permission Group assigned to Hemant Kumar.
INTERVIEW QUESTION
Q.1 What is Permission Set in Salesforce ?
Ans. Permission set is defined as the extension of permission to a
particular User.
Q.2 What can be controlled by using permission set ?
Ans. We can control Object Permission ,Field Permission , User Permission
, Tab Settings , App Settings ,Apex class access , Visualforce Page access.
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INTERVIEW QUESTION
Q.1 What are the role Properties?
Ans. Properties for Role-
A.One user is assigned to One Role whereas one Role is assigned to
multiple Users .
B.One Role can report to one higher manager Role.
C. Parent Role Can‟t be deleted directly If there are child Roles.
D. Top most organisation name can‟t be deleted only it can be modified.
Q.2 When do we use Role?
Ans. When we want Particular User/Users to restrict to see records and
want other Particular User/ Users to see the Records.
Q.3 What are the Navigation steps to create a Role?
Ans. SetUp→User→Role.
Q.4 What are the different types of Role?
Ans.Types of Roles -
A. Territory-based Role : Role Based on Location, Area, Country, GEO
Division.
B. Product -based Role: Role Based on line of Business.
C. Company size-based: Role Based on Customer Division.
Q.5 What is the Differences between Role and Profile
Ans.
A.Profile define what users can do – Create, Read, Edit, Delete
While Role defines what users see - record Visibility
B A user Must have a Profile Assigned
While Role is Optional
C.Profile Grouping users with similar functions.
Role Hierarchy, that splits users with more authority from those with
less.
D.Profile controls access to Objects, field-level security (which fields are
visible or editable), page layouts, record types, apps, tabs
Role controls access to Records, Folders.
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|----Marketing head{Telangana}----Marketing
Head[Hyderabad}
Q.7 What is the Differences between Role and Profile
Ans.
A.Profile define what users can do – Create, Read, Edit, Delete
While Role defines what users see - record Visibility
B. A user Must have a Profile Assigned
While Role is Optional
Q11. How many Permission sets can be assigned to the permission set
Group?
Ans upto 100.
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HomeWork#86
Q.86 • OWD--> Account => Private
• new Profile (Copy of Salesforce Platform license)
• Profile = Account --> Read
• Assign the Profile to 2 users
• 1 user create a Record and share the Record with 2nd User , access :
Read Only
• Observation/Output :
A)Is 2 nd User able to view the Record after Manual sharing (Read Only)?
Ans. Yes.
B)Is 2 nd User able to edit the Record which is shared?
Ans. No. As We have only given Access and OWD is also private.
C)Is 2 nd User able to delete the Record which is shared?
Ans. No.
D)Is 2 nd User able to create a new Record ?
Ans.No.
HomeWork#87
Q.87.Profile = Account --> Read, Create
• Observation/Output :
A)Is 2 nd User able to view the Record after Manual sharing (Read Only)?
Ans. Yes.
B)Is 2nd User able to edit the Record which is shared?
Ans. No..
C)Is 2 nd User able to delete the Record which is shared?
Ans. No.
D)Is 2 nd User able to create a new Record ?
Ans.Yes.
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Profile = Account --> Read, Create, Edit, Delete,View ALL, Modify All
• Observation/Output :
A)Is 2 nd User able to view the Record after Manual sharing (Read Only)?
Ans. Yes.
B)Is 2 nd User able to edit the Record which is shared?
Ans. Yes.
C)Is 2 nd User able to delete the Record which is shared?
Ans. No.
D)Is 2 nd User able to create a new Record ?
Ans.Yes.
E)Is 2 nd User able to create a Delete Shared Record?
Ans.Yes.
F) Is 2 nd User able to see all the Records ?
Ans. Yes.
G)Is 2 nd User able to Modify all the Records ?
Ans.Yes
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HomeWork#88
Q.87.Assign the Profile to 2 users
• 1 user create a Record and share the Record with 2nd User , access :
Read/Write Only
• Observation/Output :
A) Is 2 nd User able to view the Record after Manual sharing
(Read/Write)?
Ans Yes.
B) Is 2 nd User able to edit the Record which is shared?
Ans.No.
C)Is 2 nd User able to delete the Record which is shared?
Ans.No.
D)Is 2 nd User able to create Delete Shared Record?
Ans.No.
E) Is 2 nd User able to create new Record ?
Ans.No.
Profile = Account --> Read, Create
• Observation/Output :
A) Is 2 nd User able to view the Record after Manual sharing
(Read/Write)?
Ans Yes.
B) Is 2 nd User able to edit the Record which is shared?
Ans.No.
C)Is 2 nd User able to delete the Record which is shared?
Ans.No.
D)Is 2 nd User able to create Delete Shared Record?
Ans.No.
E) Is 2 nd User able to create new Record ?
Ans.Yes.
• Profile = Account --> Read, Create, Edit
• Observation/Output :
A) Is 2 nd User able to view the Record after Manual sharing
(Read/Write)?
Ans Yes.
B) Is 2 nd User able to edit the Record which is shared?
Ans.Yes.
141
Ans.No.
E) Is 2 nd User able to create new Record ?
Ans.Yes.
• Profile = Account --> Read, Create, Edit,Delete
• Observation/Output :
Ans. Yes.
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HomeWork#89
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INTERVIEW QUESTION
Q.1 What are Sharing Rules.
Ans. Sharing Rules can be defined as the Sharing the record to the User
Single or a group of users by manually or automatic sharing rule.
Q.2 What are different types of Sharing Rules?
Ans. There are two types of Sharing Rules.
Owner based Sharing Rule and Criteria based Sharing Rule
In Owner based sharing rule - Record will get shared on the basis of
Owner.
Criteria based sharing rule- Record will get shared after meeting the
criteria.
Q.3 Difference between manual and automatic sharing in Salesforce ?
Ans. Manual sharing records can be shared to the user by the owner by
clicking the sharing rule manually one by one.
In Automatic Sharing Record is sharing Automatically based on criteria or
user.
Q.4 Explain the different levels of access that can be granted through
sharing rules in Salesforce?
Ans. Read Only and Read/Write.
Q.5 How to share all Internal users whenever a criteria is met ?
Ans. We need to click on Select the user and assign the group of
users,Role and Roles and internal subordinates.
Q.6 How to share a record with a Single user through Sharing Rules ?
Ans. Record owners can share the Records by clicking the sharing Rule.
Q.7 What are differences between role hierarchy and sharing rules?
Ans. In Role Hierarchy Records is get shared based on level of Positions
which mean higher level user can see lower level users records.
While in Sharing Rule User can Share records to other user Manual or
Automatic based on User and Criteria.
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HomeWork#90
Q.89 Create a Role Hierarchy as below.
• Assign CTO, CEO to Salesforce License Users
• Assign CFO, COO, CTO to Salesforce platform License users
Ans
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HomeWork#91
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HomeWork#92
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HomeWork#93
Q.92.• Update OWD settings to
• Account -> Private
• Create an Account Record by login with “CTO user”
• Login as CFO, COO should not be able to see Account Records that
created by CTO User
• CTO User Manually share Records to CFO, COO (Read Access)
Ans. The Account shared by created by CTO-Hemanth Kumar is visible to
COO - Pralhad Joshi.
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INTERVIEW QUESTION
Q.1 What does Role Hierarchy do?
Ans. Role Hierarchy allows us to make the subordinates records to be
visible to the Manager by default. Which means higher level Users can see
lower level Users records.
Q.2 What is OWD?
Ans. OWD stands for Organization wide default. Which is a base level
security for Records in organisation.
Q.3 If OWD is private for a single Object, then what will happen?
Ans. If the OWD is private for a single Object then the Records is only
visible for Records owners.
Q.4 What are the different types of Sharing Mechanism?
Ans. Manual Sharing, Automatic Sharing and Apex Sharing.
Q.5 What is Manual Sharing?
Ans. Manual Sharing is a type of Sharing Mechanism in which record
owners can share records with the help of clicking a button to User or a
Group of Users.
Q.6 What are the Properties of Manual Sharing.
Ans. The Properties of manual Sharing are -
We can share records with the access of Read only and Read/ Write .
We can share records to a User or Group of Users.
Q.7 What is a Public Group ?
Ans. Public Group Contains a set of users and sub Groups also.
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HomeWork#94
Q.98 Configure a Queue “Service Queue”, by adding the “Case Object” as
Supporting object and ”Salesforce License” as the Queue Member.
Ans.
HomeWork#95
HomeWork#96
Q.100 In Profile there are few Options that are available but not in the
Permission set.
Ans.
INTERVIEW QUESTION
Q.1 What is Public Read/Write/Transfer ?
Ans. Public Read/Write/Transfer Defines as giving access to every user in
the Org to Read/ Write and Transfer(only for Lead and case object) the
Records. 150
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Q.11 What are all the Objects available for Queue Supporting ?
Ans. Lead, Case, Quick Text, Order, Knowledge Article Version, User
Provisioning Request, Feedback related Objects, Service Appointment,
work type and All Custom Objects.
Q.12 .What will happen, if the Record is Assigned to Queue?
Ans.The Record will get awaited inside the Queue till any of the Queue
Member accepted it.Or else it has been Transferred to the Other Queues.
Once the Queue Member accept the record, then the Record Ownership
will get Transferred from “Queue” to the “Accepted member.
Q.13 .How can a user accept the record from Queue?
Ans. Users accept the records by clicking on „‟Accept check box”.
First User needs to expands the Picklist/List View Options.
Then Select the “Queue Name”.
Select the Record‟s Check Box.
Click on “Accept” button.
Q.14 Where can we see Records that are assigned Queues ?
Ans. By Expanding the Picklist/List View Options on Object and Select the
Queue Name.
Q.15.What are the Navigation Steps to create a Queue?
Ans. Setup→ Queues→New→ Queue Name and Email Address →
Supported Objects→Queue Member.
HomeWork#97
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HomeWork#98
Ans. According to the Case priority the case will be distributed to Queue.
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HomeWork#99
Ans.
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Testing
Lead: First name =„test‟ or Lead : Last Name=„test‟ or
Lead:Email=„EQUALS@test.com‟ → Unassigned Lead Queue.
Nor SDRThree
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INTERVIEW QUESTION
Q.1 What is the difference between Public Group and Queue?
Ans.A)Queue - It is for Assignment.
Public Group - It is to Share the records to user or group.
B)Queue-The main purpose of Salesforce Queue is to balance the
workload.
Public Group --The primary objective of Public Groups is to ease the
sharing.
C)Queue-It can be created for Custom Objects, Lead, Case, and
Knowledge Articles.
Public Group –It can be used across various objects.
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HomeWork#100
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Redirected to WWW.salesforce.com
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HomeWork#101
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INTERVIEW
Q.1 What is web-to-Lead?
Ans.To capture users information and store that information as a new lead
in Salesforce. Salesforce lets you easily create web-to-lead forms that
capture information about visitors to your website.
Q.2 What are the limitations with Web-to-Lead ?
Ans. The Limitations of Web to Leads are –
A) Before creating records submitted via Web-to-Lead, Salesforce runs
field validation rules. If any field values are invalid, no lead record is
created
B) The daily limit for Web-to-Lead requests is 500.
C) If your organisation exceeds its daily Web-to-Lead limit, the
Default Lead Creator (specified in the Web-toLead setup page)
receives an email containing the additional lead information.
D) Salesforce stores additional requests in a pending request queue
that contains both Web-toCase and Web-to-Lead requests.
E) The requests are submitted when the limit refreshes. The pending
request queue has a limit of 50,000 combined requests.
F) Salesforce doesn't support rich text area (RTA) fields on Web-to-
Lead forms.
Q.3 What is Web-to-Case ?
Ans.To capture users' rise case and store that information as a new Case
in Salesforce. Salesforce lets you easily create web-to-Case forms that
capture information about visitors to your website.
Q.4 How to send auto response user after creating the lead / Case ?
Ans. Setup →Type Organization-Wide AddressesSetup → Lead/Case Auto-
Response Rules→ Create New Response→ Rule Entry→ Criteria→ Select
the Email template.
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HomeWork#102
Ans.
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HomeWork#103
Ans.
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HomeWork#104
Deleted the Extra but Still showing on UI, please explain in comment
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HomeWork#105
Q.109 Create a validation Rule on the Account Object , to make sure the
Account Number value should be required.
Ans.
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HomeWork#106
Q.110 Create a validation Rule on the Opportunity Object , to make sure
the Tracking Number value should be required.
Ans.
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HomeWork#107
Q.110 Create a Validation Rule on the Lead Object, to make sure the
Annual Revenue value is required.
Ans.
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HomeWork#108
Q.111 Create a Validation Rule on the Position Object, to make sure
maximum budget should be always higher than Minimum Pay
Ans.
HomeWork#109
Ans.
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HomeWork#110
Ans.
HomeWork#111
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HomeWork#112
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HomeWork#113
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HomeWork#114
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HomeWork#115
Ans.
HomeWork#116
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Ans.
HomeWork#117
Ans.
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HomeWork#118
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Ans.
HomeWork#119
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Ans. Validation rule fired as the Tracking field is empty When Account‟s
Industry = Agriculture, Type is Customer- Direct and Rating is Hot.
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Ans.
INTERVIEW QUESTION
Q.1 What is the Validation Rule ?
Ans. Validation rule is a tool which restricts the invalid data saved in the
record.
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Q.4 What are the different Functions that are used in the Validation Rule?
Ans. The function of Validation rule are -
AND,OR,ISBLANK,ISPICKVAL,ISCHANGED,IF,PRIORVALUE,REGEX,ISNEW,
BEGAINS,CONTAINS,IF, ADDMONTHS,DATE
,TIME,DATEVALUE,DATETIMEVALUE,DAYOFYEAR, CASE,
CASEFIED,ISNUMBER,LEN,ETC
Q.6 When Validation rules are executed ? (Before Insert or after Insert)?
Ans. After Insert.
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After Approval from Vivek thombre its still show pending because the
vacancies are above 6 and its need VP‟ Approval
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Ans. Reports on Lead Source with grouping based on Lead source Field
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Chart Representation
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Industry = Energy
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