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SALESFORCE ADMIN
Student Hand Book for Udemy Sessions
Volume-1

HOMEWORK#1

Ans. Reliance Industry Company is Parent Account and have 3 Child


Account -
a) Reliance Banking Is sub account
b) Reliance Footwear is a Sub Account
c) Reliance Supermarket is a sun account.

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Reliance banking have two Contacts-


Rajesh K and Rohit W

Reliance Footwear have One Main Contact -


Manoj K -
And two Sub Contact who report to Manoj K-
Jack Uningston
Taylor Fox

Reliance Supermarket have two contact-


David Bruce and Steven King.
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HomeWork#2

Ans. Cinema have 3 Child Account-


A) Bollywood Cinema
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B) Tollywood Cinema
Page

C) Hollywood Cinema
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Bollywood Cinema have 1 Main Contact-


Amitabh Bachchan
And One Sub contact -
Abhishek Bachchan (Which Reports to Amitabh Bachchan)

Tollywood have two Contact -


Cheranhjeevi and NTR
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Chiranjeevi have one sub Contact- Ram Charan (Who Reports to


Cheranjeevi)

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HomeWork#3

Ans- Government Of India have 3 Child Account -


A) India Ministry Of Home
B) India Ministry Of Tourism
C) India Ministry Of Finance

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India Ministry Of Tourism

India Ministry Of Home


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Indian Ministry of Finance

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HomeWork#4

Ans-

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HomeWork#5

Ans-

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HomeWork#6

Ans.

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HomeWork#7

Ans

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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

When we create Object Without selecting the CheckBox „Launch a new


custom Tab Wizard. It skipped the Tap screen and directly took us to the
Object Manager screen. We can see the Object in object manager but we
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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

Q.2 Create a custom Object with the “Game”


Ans- If we create an Object with CheckBox Check „Launch a new custom
Tab Wizard. It does not skip the Tap screen and the object is visible in
searching via App Launcher.

INTERVIEW QUESTION

Q1. What is an Object?


Ans - Object is the database tables that allow us to store data specific to
the organisation in the salesforce.

Q2. Different Types of objects in salesforce.com ?


Ans - There are two types of Objects - Custom Object and Standard
Object.

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)

Q.4 What is Object Id? Provide a few Examples?


Ans - A unique 18 digit Alphanumeric Id is created while creating every
record.

Q.5 Can we delete Standard Object Name?


Ans - No

Q6. How to rename Standard Object Name?


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Ans - Yes, We can rename the Standard object by searching Rename Tab.
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Q7. How many Objects can be created in a free Edition?


Ans - We can create up to 200 Custom Objects.

Q8. How many objects can be created in Enterprise Edition?


Ans - We can create up to 2000 Custom Objects.

HomeWork#10

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Ans.

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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
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2. Only required field is visible on the UI.

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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.
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Q 2. How many Custom Fields can be created in Unlimited Edition Per


Page

Object?
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Ans - We can create up to 800 Customs fields per Object.

Q 3. What are the different ways to make the field Required?


Ans. 1. We can go to Tab and then click new.
2. Go to object manager and Click on Field and relationships.

Q 4. What is field? Why admin team creates Fields?


Ans. Field is the individual pieces of the data that store specific
information within a record.Admin create Field to capture, store and
organise various types of data within records.

Q 5. What are the data types available in Field?


Ans. Auto number, Text, Text(Area) ,Text(Encrypted),Text(Long),Email,
Number, Phone,Relationships, Formula, Date, Date Time, PickList ,
Mustiselect Picklist, Currency, Text(Encrypted), Checkbox, Geolocation.

Q 6. What are the different ways to make the field required?


Ans. 1. While making a field by clicking on Required we can make the field
required.
2. By page Layout.

Q 7. Can we Delete Standard Field?


Ans. No we can‟t delete standard fields as its read only fields.

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.

Q 9. What is External Id ? When Admin Team enables the External Id


option on field?

Q 10. What are the navigation steps to create Fields?


Ans. Setup→Object Manager→ (search object) → Fields and
Relationships→ new→ Select the data type according to the requirement.
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HomeWork#13

Ans.

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Ans.
Picklist With Default New status

HomeWork#14

Q 1. Implement Lookup relationship between Candidate object and


Position Object and note down the observation.
Ans . System did not allow you to delete parent records. On the other
hand it allows you to delete Child records. If you Choose the below option
while creating a Lookup relationship.
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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

Q 3. Implement Lookup relationship between Project and Team member


Object and note down the observation. Make the field mandatory.
Ans. While Creating Lookup relationship if you choose a field required the
system will not allow you to delete the parent record on other hand it will
alway you to delete the child record. Second option is directly get disabled
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when clicked on Always required.


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HomeWork#17

Q 4. Implement Lookup relationship between Lead Object and Account


Object and note down the observation. Make the field mandatory.
Ans. Observation same as above.

Interview Question

Q 1. What is Lookup Relationships?


Ans. Lookup relationship is a loosely coupled bond. Lookup relationship
Provides the One-Many associations by default.
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Q 2. What are the limits to create a Lookup relations per object ?


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Ans. We can create 40 Lookup relationships per object.

Q 3. What are the sharing setting are applicable?


Ans. Sharing settings of both parent record and child record are
independent.

Q 4. When relationship is lookup?


Ans. When the Child record is not get delete after deleting parent record. Comment [1]: ??
Comment [2]: Can you ask madam
live section
Q 5. How do you make Lookup relationships mandatory?
Ans. By Clicking Required checkbox while creating a Lookup relationship.

Q 6. What is the relationship in Salesforce?


Ans. Relationship in Salesforce is the way of connecting two or more
objects with each other.

Q 7. What are the different type of relationship in salesforce?


Ans There are 4 types of relationships
1.Lookup Relationships
2.Master details relationship
3.External lookup relationship
4.Hierarchical relationship
5. Self Relationship.

Q 8.Where do you create Lookup relationships?


Ans. We create Lookup Relationships on Child records.

Q 9.What are the navigation step to create Lookup Relationship?


Ans. Setup → Object Manager → Search the object → Click on the object
→ Field and Relationships → click on new → Click on lookup Relationship.

Q 10. If I delete a Parent Record what will happen to child Records?


Ans. If we delete a Parent Record the child records data in the field gets
removed.

Q 11. Where can Admin team see the deleted records.


Ans. Recycle bin.
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HomeWork#18

Q1. Configure the Lookup Relationship between “Course” and “Student”


object and Apply lookup Filter such as the same location field will pop up
when choosing the location.
Ans.

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HomeWork#19

Q.2 Implement Lookup dialog to display the Parent records as - “Project


Name” and “Project Title”. And Also Implement lookup Filter on child
Record.
Ans.

Look up Configuration While selecting Name of the Project - its only


Display Lightning Pade and Salaar

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While selecting Auro its showing Bahubali only

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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.

Q.2 InLightning maximum how many lines can be displayed while


searching the Lookup field?
Ans. Two fields.

Q.3 What is the Purpose of Lookup Filter?


Ans. To restrict the unnecessary record and show only that record which
is necessary.
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HomeWork#21

Q1.Configure the Master- Detail Relationship between „Student‟ and


„Department‟ Object and list out all the Observation.
Ans. Observation-
1.In Master-Detail Relationship is a required field.
2. When we delete Parent Record Child records also get deleted.
3.While recovering the Parent Record we can‟t see child record in Recycle
bin.
4.But when we recovered the Parent record child record also get
recovered.

HomeWork#22
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Q2.Configure the Master- Detail Relationship between „Parent‟ and


„Account‟ Object and list out all the Observations.
Ans.

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

Q3.Configure the Master- Detail Relationship between „Account‟ and


„Lead‟ Object and list out all the Observations.
Ans- As Account and Lead both are standard objects we can‟t make
master relationship between them as we can‟t make any of them as child
objects.

HomeWork#24

Q 4.Configure the Master- Detail Relationship between „Account‟ and


„Hiring Manager‟ Object and list out all the Observations.
Ans. We can't make a Master- Detail Relationship with the already
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existing Record in Object.


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INTERVIEW QUESTION

Q.1 How many Master-Details Lookup fields on a child Record?


Ans. Only 2.
Q.2 Difference between Lookup Relationship and Master-Details
Relationship?
Ans.
Master Detail Relationships-
1. It is a Tightly coupled bond in which associated Child records also
get deleted if we delete Parent Records.
2. We can make only 2 Master-Detail Relationships per object.
3. Parent field is mandatory.
4. We have a Rollup Summary field on Master-Detail.
5. Security of Child Record is controlled by Parent Record.

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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)

Q.4 What will happen if Admin creates a Master-Details Relationship when


there are records on the object ?
Ans. „A error thrown by the system means that we can create a Master
Details relationship on an already existing account and say make a
Lookup Relationship give feed up data and change into a master detail
relationship.

Q.6 Can Admin delete Parent Record in master-details relationship?


Ans. Yes.

Q.7 What will happen if the Parent record is deleted?


Ans. If we delete the Parent Record the associated Child record also get
deleted.
Q.8 What is the meaning of the error Can‟t create Master-Detail
Relationship.
Ans. It means that in the Master-Detail Relationship field is mandatory.
You can‟t create it on an existing record. To avoid this you have to create
a Lookup relationship populate the lookup field and then convert it into a
Master-Detail relationship
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HomeWork#25

Q1. Convert the Lookup Relationship between “Student” and “Book”


Object to Master- Detail Relationship.
Ans. To convert Lookup into Master-Detail Relationship We must populate
all the values in the Lookup field as in Master- Detail relationship the
fields are mandatory.

HomeWork#26

Q 2. Convert the Lookup Relationship between „Project‟ and „Team


Member‟ Object to Master-Detail Relationship.
Ans.

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Based on What we did in class

HomeWork#27

Q 3.Creating a Rollup Summary on Candidate Object.


Ans. Rollup Summary can be created only in Master-Detail
relationships(On Parent Object). We can get the Count, Sum, Max and
Min option to get the count of Child Objects.
Created Count of Positions on Candidate Object.

Created a RollUp Summary of Count of Experience required as a Fresher


using Criteria

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Notes of Observations from Class -


Master-Detail Relationship

1) By default it is mandatory
2) While creating the child record , we can
associate the Parent record

3) if I want to change the value ? (of master-Detail)


Allow Reparenting --> true

4) Delete Parent Record --> Child records


will be deleted
1. Re-Parenting

5) Lookup to Master-Detail --> Lookup with field


should have a data
Master-Detail to Lookup --> No issue

6) Limit : 2 Master-Detail Relationship per Object

7) Master-Detail Relationship
Child Controlled by Parent
42

parent sharing security -- shared to


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8) Roll-up summary --> Count, Sum, Min, Max


of the Child record

Parent -- > Count of Child Records

Roll-up summary --> create on parent Object

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

Account - Contact -- > Lookup Relationship

Delete --->
Parent record of Account
contact --> Delete
UnDelete --> Parent , child record will be
restored

Parent record of Account


Opportunity

Parent record of Account


Contact
Opportunity
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HomeWork#28

Q.1

Ans- Fields and Relationships on Reservation Object(Junction Object)


Which is link to Contact and Room.
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Fields on Room(Child) object which is in a Master detail Relationship with


Hotel( Parent) Object.

Fields on Hotel Object.


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HomeWork#29

Q 2 What will happen to “Reservation and Room Object” if Contact record


is deleted?

Ans - If we delete Contact record Reservation object get deleted and


Room object doesn't have any impact.
The Reservation Object is directly connected with the Contact object.
Contact is a Parent object and Reservation is a Child object and Room is a
parent object of Reservation.

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

Q.4 What will happen to “Room, Reservation” if Hotel Record is deleted?


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Ans - All Associated Record of Room as well as Reservation will get


deleted as Room is a child object for hotel and Reservation is a child
object of Room. All they are in Master Detail Relationship.

HomeWork#32

Q.5 Not down all the Observations for Junction Object(Many-to-Many


Relationship).
Ans -
1. We need 3 objects for many to many relationship.
2. Junction Object is a Child Object for both the Parent Object.
3. If we delete one of the Parent records, its associates child record
will get deleted with the other parent record will not get deleted.

HomeWork#33

Ans. Data Model


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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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1.Reservation Record “Angelina” → links to Contact Details “ Serni” and


Room “R-0005”
Room “R-0005” → Links to “Imperial”

2.Reservation Record “Harish” → links to Contact Details “ Balajii” and


Room “R-0003”
Room “R-0003” → Links to “Ashoka”

3. Reservation Record “Prakash” → links to Contact Details “ Sibitha” and


Room “R-0004”
Room “R-0004” → Links to “New Angel”

4.Reservation Record “Suresh” → links to Contact Details “Manjunatha”


and Room “R-0002”
Room “R-0002” → Links to “Radisson Blu”.

HomeWork#35

Q 2.What will happen to “Reservation and Room Object” if Contact record


is deleted?
Ans. If we deleted Contact Account Assume “ Manjunatha‟‟ which is on
top.
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Reservation Record “Sudesh” which is a Child of Contact record


“Manjunatha” also got deleted.

Before deleting contact record “Manjunatha”

After deleting
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It doest have any impact on Room Records.


Before deleting contact record “Manjunatha”

After deleting contact record “Manjunatha”

HomeWork#36

Q.3 What will happen to “Reservation, Hotel and Contact ” if Room Record
is deleted ?
Ans.

Room Record After Deleting “R-0003” his associated child record of


Reservation “Harish” is Also got deleted.
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Room Record Before Deleting “R-0003”

Room Record After Deleting “R-0003”

Reservation Records Before deleting Room “R-0003”


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Reservation After deleting Room record ”R-0003”

Hotel records don't have any impact on it as it's a Parent record of Room
record.

Hotel Before deleting Room record ”R-0003”

54

Hotel After deleting Room record ”R-0003”


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Contact records don‟t have any impact.


Contact before deleting Room record ”R-0003”

Contact After deleting Room record ”R-0003”

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HomeWork#37

Q.4 What will happen to “Room, Reservation” if Hotel Record is deleted?


Ans.
As we deleted Hotel Record „New Angel‟ has associated child Room record
“R-0004” Aslo got deleted.
As Room record “R-0004” has associated child Reservation record
“Prakash” Aslo got deleted.

Hotel Record before deleting Record „New Angel‟.

Hotel Record After deleting Record „New Angel‟.


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Reservation Records before Deleting Hotel Record „New Angel‟.

Reservation Records After Deleting Hotel Record „New Angel‟.

Room Records before Deleting Hotel Record „New Angel‟.

Room Records After Deleting Hotel Record „New Angel‟.


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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.

Q.3 Which Object should we create Roll-up Summary field.


Ans. Parent Object.

Q.4 Can Developer Edit Roll up Summary Field?


Ans. No as it is a Read only field.

Q.5 How many objects do we need, in order to implement a Many-Many


Relationship?
Ans. 3 object.

Q.6 What is a Junction Object? Why do we need it?


Ans. Junction Object is a child Object which is created to connect 2 parent
objects. For Many-Many Relationships we Need a Junction object.

Q.7 How many Object hierarchal Relationships support?


Ans. Only one which is User Object.

Q.8 What is a Roll up Summary Field in Salesforce?


Ans. Roll-up Summary Field can only support on Parent Object. It is Used
to Aggregate the
Related Child Object record with the available function such as Count,
Sum, Min, Max.

Q.9 List out the function of Roll-up Summary.


Ans- 1. Count
2. Sum
3.Min
4. 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.1 What is an External Object? How to create External Object?


Ans External Object is a kind of Custom object whose Data is stored
Outside the Org.
To Create External Object-
1. We need an external Data source.
2. Setup → External Data Source → New External Data Source → Type
(Salesforce connect OData 2.0), Give the URl of external source and
click on save → Click on Validate and Sync → Click on object which
you want to create and click on Sync → External Object → Create a
Tab for the object.
Q.2 What is an External Lookup Relationship? Where can we see this Data
type.
Ans. External Lookup Relationship is a new field type which is used to
connect the link with External Object. External Lookup Relationship only
can be seen in External Objects.

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

Representation on field - Annual Salary is 600000 and Monthly salary is


50000
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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

Q.40 Implement a formula field on Account object to display the value


“IT” when the Industry is Other.
Ans. Logic Applied

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.

Ans. Logical Represent

When email is Empty, Email Check= Not Valid 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

When Phone field dont have value, Contact check = no contact


information

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When Phone field has value, Contact check = Valid

HomeWork#43

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Q.43 Implement a formula field on contact object to check weather phone


number is contains only number or text
Phone : 879454ourvsjb
Phone : esjdvsjvdjs
Phone : augdhiu%%%
Phone : 8754545
Ans. Logical Representation

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Checkbox is not check if its Alphanumeric -879454ourvsjb

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CheckBox is not check for Alphabets

Checkbox is not check for Alphabets and special character

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Checkbox is checked for Number only.

HomeWork#44

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Q.44 Implement a formula field on opportunity if type has a value or Lead


source has a value then display the output Valid Lead or else not valid.
Ans. Logic Applied

When Type and Lead source dont have a value

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When Type has a value

When Lead Source has a Value

HomeWork#45
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Q.45 Implement a formula field on Account Object, if Annual Revenue is


greater than 100 and type is not null than display 100% or else 0
Ans. Logical Representation

When Annual field is 99 and Type is null then Revenue is 00%

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When Annual Revenue >100 and Type is not Null then Revenue
Percentage is 100

HomeWork#46

Q.46 Implement a formula field on lead when the rating is


Cold, Warm, Hot .
Ans.

76

HomeWork#47
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Q.47 Implement a Formula field to get the match of Last Activity date
Ans. Logical Representation.

Last modified month =3

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

When Last Modified month = 3, Month in Alphabet = March

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HomeWork#49

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Q. 49 Implementing a formula field on the user object


If the user Department is „IT”, 0.25
If the user Department is “Field” “0.15‟
Else 0
Ans.

HomeWork#50
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Q.50 Implement a Formula field on Lead Object


If the Country is „Japan‟,then display Japanese
If the Country is „India‟,then display Indian
If the Country is „US‟,then display American
Else Chinese.
Ans. Logical Representation.

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Country = India, Language= indian

HomeWork#51

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Q.51 • Create a fields on the Account object


• Main_Amount__c • Service_Amount__c • Discount_Amount__c •
GST__c •
if all the vales are present then only calculate the sum of
• Main_Amount__c • Service_Amount__c • Discount_Amount__c •
GST__c
• output : when all the values are present
Main_Amount__c+Service_Amount__c+Discount_Amount__c+GST__c
Ans. Logical Representation

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HomeWork#52

Q.52 Implement a Multi Picklist Field “Place‟ on Contact Object


Madhapur- Ameerpet- HI- tech city - Jubilee Hills.
Identify the count of the values that are selected by the user.
Ans. Logical Representation

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Place have two value, Picklist count = 2

HomeWork#53
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Q.53 Implement a Formula field on Contact Object Check


a) If the Place is a Hi- Tech city the display „IT Industry‟,
b) If the Place is Ameerpet then display “Institute
c) Or else display „Other‟.
Ans.

HomeWork#54

Q.54 Implement a Formula Field if Opportunity Name Is Greater than 10


Digits in the reverse string or else display “No reverse Function?
Ans. Logical Representation

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Opportunity Name = MahranaPratanp >10 then Reverse =


patarPanarahaM

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HomeWork#55
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Q.55 Implement a Formula Field on the Opportunity if „Main


Competitor(s)‟ has a value IT then replace it with “Industry”.
Ans. Logical Representation

90

HomeWork#56
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Q.56 Implement a Formula field on Opportunity to get the User


Department
Ans. Logical Representation

HomeWork#57

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Q.57 Implement a Formula field on the opportunity to be created by user


Profile name?
Ans. Logical Representation

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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Q.59.Implement a formula field to find the dis;tance between two


Geolocation
Create a following fields on Lead –
warehouse_Location__c (Data type : GeoLocation)
Store_Location_C (Date type : GeoLocation)
Ans.

93

HomeWork#60
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Q.60 Implement a formula field on Account to capture the Shipping


address and display in the format
a)If the shipping country is „USA‟ → then the output should be= Shipping
Street break shipping city, shipping state space shipping postal code
Ex : 1301 Hoch Drive <br> Lawrence, KS 66045<br>USA
b) If the shipping Country is „france‟ → then output should be = Shipping
street break shipping postal code space shipping city break shipping
country
Ex: 1301 Hoch Drive <br> 66045 Lawrence<br>France.
Ans

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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.

Q.9 Where formula fields can be used?


Ans. When we want to execute some conditional statement in the record.

HomeWork#61

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Q.61.Create a Formula Field on opportunity to get the age of the


opportunity, If Amount is greater than the 10000, then get Month of the
closed date - created date
Ans. Logical Representation

Age of the Opportunity = 1 as the created day is 09.03.2024

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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

Q.63 Create a formula field in the Campaign object, to identify whether


the campaign is during the weekday and weekend –
If it is created during a weekday then display “Weekday”
Or else display “Weekend”.
Ans. Logical Representation

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HomeWork#64

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Q.64.Create a Formula field on Lead Object, is created year is leap year


or not
Ans. Logical Representation

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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

Q.66 Create a field on Opportunity Object


• Expire Date/time: 31/12/2024 11:00: 00
• create a formula field to identify the number of hours to reach next
year
• If it is less than 1 hour then display about to start the new year •
else display: "Lot of time pending "
Ans.

HomeWork#67

Q.67 Implement a formula field Contact to convert the Birthday date to


string format
Ans. Logical Representation

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HomeWork#68

Q.68 Implement a Formula field on Contact to calculate the age of the


customer based on the Birthday date.
Ans. Age in years

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HomeWork#69

69. Implement an Email template for Lead Object


Hi <Lead Name>,
Thank you for showing interest
we have received lead from <Lead source>
This Lead is created as <Rating>.
our Marketing team will contact you .
Thank you,
Ans.Screenshot

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HomeWork#70

Q.70 Configure a HTML type of Email Template, to Notify the Candidate


upon Creating Record in Salesforce. •
Create Letter head with Header and Footer
• Email Subject : • Congratulation .. !! Welcome On-Board.
• Email Content : • Dear < Candidate Name >, • Thank you for showing
the interest on Position . • We are pleased to inform you, that your
Records has been uploaded to our HR Portal. • Details are • Candidate ID:
< Candidate ID> • Candidate name :< Candidate Name> • Location : <
Candidate Location> • Please Contact on the below address, if any
queries. • Thank you, • DELL. • Visit us : http://careers.dell.com

Ans. Screenshot

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HomeWork#71

Q.71 • HTML tags

<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

<b> - Input -Logic -Output

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<h1>....<h2> - Input -Logic -Output

<br/> - Input -Logic -Output

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<i> - Input -Logic -Output

<u> - Input -Logic -Output

<ol> Input -Logic -Output


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<font> - Input -Logic -Output

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<ul> - Input -Logic -Output

<p> - Input,output

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<table>,<tr>,<th>,<td>

HomeWork#72 113
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Q72. Configure an Lightning Email Template, to Notify the Contact upon


Creating a New Contact Record.
• Email Subject : • New Contact is Created
• Email Content :
• Header • Dear , • we are pleased to inform you, the below Contact has
been assigned to you • Here are the Contact Details : • Contact ID: •
Contact Name : • Contact Phone: • Footer • Thank you, • Salesforce
Team • DELL Inc. • Email us :hr@Dell.com
Ans.

114

HomeWork#73
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Q.73 Configure an Email Template, to Notify the Account Owner upon


Creating a New Opportunity Record.
• Email Subject : • New Lead Created for Account : -< Opportunity Id>
• Email Content : • Dear , • New Opportunity is created in our
organization, we are pleased to inform you, the below Opportunity has
been assigned to you • Here are the Opportunity Details : • Opportunity
ID: • Opportunity Name : • Opportunity Stage : • Annual Revenue : •
Please work on the Opportunity and Close the opportunity on or before •
Thank you, • Salesforce Team • DELL Inc. • Email us :hr@Dell.co
Ans. Screenshot

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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

Q.75 Subject : Add new user in Salesforce • Description :add following


user in Salesforce and provide Admin access to this user • User First
Name: Melissa • User Last Name : David • User Email : md@gmail.com •
Access : Admin access • User Mobile Number : +91 5545678345
Ans. Screenshot

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HomeWork#76

Q.76 Subject : Add 10 new user in Salesforce


• Description :add 10 users in Salesforce for Chatter free license • User
Name: Rajnath Singh • User Name : Amit Shah • User Name : Piyush
Goyal • User Name: Girirraj Singh • User Name : Pralhad Joshi • User
Name: Anurag Singh • User Name : Kumar Shah • User Name : Ashwini
Goyal • User Name: Jyoti Singh • User Name : Hardeep Joshi
Ans

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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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Freeze - Prahlad Joshi

After Freezing not able to login

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Unfreeze - Prahlad Joshi


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Now After Unfreezing Prahlad Joshi Able to login

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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.

13. What can be controlled at Profile level?


Ans. We can control Create,Read, Edit, Delete access of App, tab,
Field,Object, Login Hours,User setting,Page Layout,Record type.

HomeWork#80

Q.80 Subject : Create New Permission set


• Clone the Minimum Access - Salesforce profile and name it Salesforce
Minimum Access • Create a new user: • First Name: Hemanth • Last
Name: Kumar • User Licence: Salesforce • Profile: Salesforce Minimum
Access • Create permission set: • Label: Temporary Account Edit • API
Name: Temporary_Account_Edit • Checkbox: Session Activation Required
: False • Licence: None • Object: Account • Enabled permissions: Modify
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All • Assign the permission set to Hemanth Kumar


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Ans.User- Hemant Kumar, Profile- Salesforce Minimum Access

Created- Permission Set(Temporary Edit Access)

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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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Ans.
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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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Q.3 What is the difference between Profile and Permission?


Ans 1. Profile have most restrictive settings and permission a user
assigned to this profile should have
While Permission sets extend the access settings and permission provided
by the profile.
2.A User can have only one Profile Assigned,
A user can have more than one Permission sets.
3.Every user must be assigned to Profile
It is not necessary for every user to have permission set.
Q.4 How Many Permission Set can be Assigned to a user?
Ans. The limit depends on the type of Salesforce feature and Editions>
Maximum 1000 permission can be created.
Q.5 Can i Create permission sets without selecting License?
Ans. Yes.
Q.6 What is Profile?
Ans Profile Is the Permission given to a user which defines what he can do
in Salesforce.
Q7.What is Role?
Ans. Role defines what users can see in Salesforce in which Higher role
User can see records of Lower role User.
Q.8 What to change Profile View in Salesforce?
Ans. SetUp→ User→ Profile.

Q.9 What is the Difference between User and Profile?


Ans. 1 Profile defines what User can do in salesforce - CRED.
Role defines what user can see in salesforce.
2. A User must have a Profile Assigned
While Role is optional.
3.Profile Grouping User with similar Function
Role Hierarchy that splits User with more authority from those with less.
4. Profile controls access to Objects, fields-level security, Page Layout,
record types, apps tabs.
Role controls access to Records, Folders
Q.10 What are the Properties Of Permission Set?
Ans.• Properties of Permission Set -
1.Permission set always have true
2.One user Can have multiple Permissions, where as One Permission Set
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can have multiple users


3. Permission sets are used to grant permissions-temporarily or long
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4 License is not mandatory while creating a Permission set , but after


creating a permission set with License the license type cannot be
changed.
5. Can assign 1000 Permission sets to User. This limit depends on the
type of salesforce features and editions.

Q.11 What are the Properties of permission set Group?


Ans. The Properties of Permission Set Group -
1.Permission set group consist of one or more permissions set.
2.Permissions can‟t be modified in permission set group
3. If Permission is modified in Permission set then it impact permission
set group .
4. One user can have multiple permission set Group.
5.Simplified user assignment to Permission set .
6. Can add up to 100 permission sets to a permission set group.
Q.12 Can Admin change the Permission set directly in permission set
Group?
Ans. Yes
Q.13 How Admin can restrict Permission set assign only some time?
Ans. By Muting Permission in group.
Q.14 Can Permission set be assigned to Multiple User?
Ans. Yes.

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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.

Q.6 Provide Example of Role Hierarchy?


Ans
Marketing Head {India}---------|---Marketing Head {Maharashtra}----
Marketing Head{Nagpur}
|
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|---Marketing Head {Bihar}


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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

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.
Q.8 How can you Control Record Level Access?
Ans. Using OWD( Organization Wide Defaults).
Q.9 How many Roles can be Assigned to single Users?
Ans. One user can have only one role.
Q.10 What is a muting Permission set? When do you apply?
Ans. Muting is removing the permission set access for a particular period
of time. While deployment we use Muting.

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


• 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.
• Profile = Account --> Read, Create, Edit, Delete
• 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. Yes..

D)Is 2 nd User able to create a new Record ?


Ans. Yes.

Profile = Account --> Read, Create, Edit, Delete,View 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. Yes.
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.
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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

C)Is 2 nd User able to delete the Record which is shared?


Ans.No.
Page

D)Is 2 nd User able to create Delete Shared Record?


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Ans.No.
E) Is 2 nd User able to create new Record ?
Ans.Yes.
• Profile = Account --> Read, Create, Edit,Delete
• 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.

C)Is 2 nd User able to delete the Record which is shared?


Ans.Yes.
E) Is 2 nd User able to create a new Record ?
Ans.Yes.
D)Is 2 nd User able to create a Delete Shared Record?
Ans.No.
.
Profile = Account --> Read, Create, Edit, Delete,View ALL
• 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.

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. No.
F) Is 2 nd User able to see all the Records ?
Ans. Yes.
Profile = Account --> Read, Create, Edit, Delete,View ALL, Modify All
• Observation/Output :
142

A)Is 2 nd User able to view the Record after Manual sharing


(Read/Write)?
Page

Ans. Yes.
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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. Yes.
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.

HomeWork#89

Q.88 Configure a Public Group “Bangalore Sales Group” by adding two


“Salesforce Platform users” as the Group Members.
• Create an Account Sharing Rule
• Account.Type=Prospect • OR
• (Account.Rating =Hot AND Account.Industry='Banking') • OR
• Account.Active__C=YES.
Ans.

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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

Q.90 Update OWD settings to • Account -> Private


• Create an Opportunity Record by login with “CTO user”
• Login as CFO, COO should not be able to see Opportunity Records that
created by CTO Use
Ans. OWD - Account= Private

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The Opportunity created by CTO-Hemanth Kumar

The Opportunity created by CTO-Hemanth Kumar is not visible to CFO-


Anurag Shah

The Opportunity created by CTO-Hemanth Kumar is not visible to


COO - Pralhad Joshi.

HomeWork#92

Q.91. Update OWD settings to • Account -> Private


• Create an Opportunity Record by login with “CTO user”
• Login as CFO, COO should not be able to see Opportunity Records that
created by CTO User
• CTO User Manually share Records to CFO, COO (Read Access)
Ans. After Sharing the record manually CFO,COO still they are not able to
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see records created by CTO.


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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.

Ans. The Account shared by CTO-Hemanth Kumar is visible to CFO -


.Anurag Singh

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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.

Q.8 What are the Navigation steps to create a Public Group ?


Ans. Setup→Public Group→ New Group.
Q.9 Which Object contains Public Group access on OWD?
Ans. Campaign.
Q.10 What are the limitations of Public Groups ?
Ans.
Q.11 What are the Properties of a Public Group?
Ans. The Properties of Public Groups are-
A)We can Create one or more Public Groups inside an Organization.
B)All the Public Group members' information will get resides inside the
“Group” Object.
C) A User Can be Part of Multiple Groups.
Configure a Queue “Service Queue”, by adding the “Case Object” as
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Supporting object and ”Salesforce License” as the Queue Member.


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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

Q.99 Configure a Queue “Opp Sales Queue”, by adding the “Opportunity


Object” as Supporting object and ”Salesforce License” as the Queue
Member.
Ans.Queue does not support Opportunity Object.

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.2 What is the differences between Public Read/Write and Public


Read/Write/Transfer ?
Ans. In Public Read/Write Users are only able to Read and Write while in
Public Read/Write/Transfer Users are able to Read/Write and Transfer
(Only in Lead and Case) also.
Q.3 Which all Objects have Public Read/Write/Transfer?
Ans. Lead and Case.
Q.4 What is the Differences between Sharing and Transfer?
Ans. In Sharing Record we can share the records without changing the
owner. While the Transfer owner of the records gets changed.
Q. 5 What is Queue?
Ans. Queue is nothing but a Location, where all the pending records are
awaiting for the processing by the executive
Q.6 What are the Properties of Queues ?
Ans. The Properties of Queues -
A) Queue is nothing but a Location, where all the pending records are
awaiting for the processing by the executive.
B)Centralised location to assign a work (Salesforce Records) for
efficient and effective work flows.
C) Salesforce Queues prioritise, distribute, and assign the records used
by teams sharing workloads.
D)There is no limit to the number of queues.
E) All Queues information will reside inside the “Group” Object.
Q.7 How many Queues can be created per Object ?
Ans. There is no Limit on Creating Queue per Object.
Q.8 What does Queue Contains ?
Ans. Queue Contains represents the group of people who can access the
Queue records.
Q.9 What is Queue Supporting Objects?
Ans. Lead, Case, Quick Text, Order, Knowledge Article Version, User
Provisioning Request, Feedback related Objects, Service Appointment,
work type and All Custom Objects.
Q.10 What is Queue members ?
Ans. It represents the group of User, who can access the Queue records.
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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.

Q.16.What are the different ways to assign records to Queue ?


Ans. Queue can be Assigned Manual Transfer or Automated Transfer.

Q.17.What all the Objects has "Queue" option ?


Ans. Lead, Case, Quick Text, Order, Knowledge Article Version, User
Provisioning Request, Feedback related Objects, Service Appointment,
work type and All Custom Objects.
Q.18 What is Manual Sharing ?
Ans. In this approach, we can transfer each record to the Queue manually
by changing the “Record Owner” field to the Queue.
Q.19 When Client will go for Manual Sharing?
Ans. When the Records are not in bulk and Client don't want to apply any
criteria.

HomeWork#97
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Q.101 Configure a Queue “Service Queue”, by adding the “Case Object”


as Supporting object and ”Salesforce License” as the Queue Member.
Ans.

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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Account Exec One- Vivek Thombare

SDR Three- Hemanth Kumar

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Testing
Lead: First name =„test‟ or Lead : Last Name=„test‟ or
Lead:Email=„EQUALS@test.com‟ → Unassigned Lead Queue.

Lead Neither Assigned = Account exec One.

Nor SDRThree

Lead source= Demo Request…. Assigned to SDR Three Queue

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Annual Revenue >1000000 = Account Excu One

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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Q.2 What are the different Types of Queue?


Ans. There are three types of Queue-
Attribute- Based, Round Robin and Least Loaded.
Q.3 What is Automated Transfer ?
Ans. Automated Transfer defines as the transferring of the records to the
user automatically based on certain criteria with the help of Assignment
rule.
Q.4 How to implement Automated Transfer ?
Ans. To Implement Automated Transfer we need to used Assignment
Rule. With the help of Assignment we put some criteria based on the
criteria Records get assigned to a particular queue.
Q.5 What is the Assignment Rule ?
Ans. Assignment Rules are used to Transfer the Record to the required
User or Queue dynamically at run time based on the specified conditions.
Assignment Rules will always fire “After Insert, After Update ” the record
inside the object.
Q.6 How many Assignment Rules created Per Object ?
Ans. We can create One or More Assignment rule but only One
assignment rule can be active at a time.
Q,7 How many Assignment should be Active at a time?
Ans.Only One.
Q.8 When Assignment Rule Executed?
Ans. When the criteria of Rule Entry meet then only the Assignment Rule
is Executed.
Q.9 What are the different type of Assignment Rules provided by
Salesforce?
Ans. Salesforce Provided 3 types of Assignment Rules.-
Lead Assignment Rules: - These are used to Transfer the Lead Records to
the required user/Queue dynamically at runtime based on the specified
conditions.
Case Assignment Rules: - These are used to Transfer the Case Records
to the required User/Queue dynamically at runtime based on the specified
conditions.
Custom Assignment Rules: - We can configure the Custom Assignment
Rules for the Queue Supporting Objects, with the help of ”Apex
Programming”
Q.10 How to implement Custom Assignment Rule?
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Q.11. What is Rule Entry ?


Ans. Rule Entry defined the Criteria for the execution of the Assignment
Rule.
Q.12. What are the different steps to complete the assignment Rule ?
Ans. First we need to make the Assignment Rule and we need to make a
Rule entry which defines the criteria for the Assignment Rule.

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HomeWork#100

Ans. Web to Case page

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Redirected to WWW.salesforce.com

Priority-High == Tier 1 Service Team

Priority-Medium == Tier 2 Service Team

Priority-Low == Tier 3 Service Team

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HomeWork#101

Ans. Account is got created


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User Got Response

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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.

Q.5 What is daily limit for web-to-lead or web-to-case ?


Ans. The daily limit of Web-to-Lead is upto 500 and Web to Case is upto
5000.

Q.6 What is Auto-Response Rules?


Ans. Auto Response Rules is the automated tool that allows us to send an
164

Email automatically based on a certain criteria.


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Q.7 Provide 2 examples/scenario web-to-Lead /Web-to-Case?


Ans. Web to Lead- 1) Product added on the page which asked for contact
when we visit the website page.
2)You-tube Ad which asked you to sign up for a free seminar.
Web to case- 1) Amazon Customer service page while Something went
wrong on delivery.

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HomeWork#102

Ans.

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IT position Record Type

Non IT position Record Type

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HomeWork#103

Ans.

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HomeWork#104

Ans. 2 are created Extra by mistake

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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HomeWork#117

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HomeWork#118

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HomeWork#119

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HomeWork#120

Ans.

HomeWork#121

Ans.

HomeWork#122

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Ans.

HomeWork#123

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HomeWork#124

Ans. Validation rule fired as the Tracking field is empty When Account‟s
Industry = Agriculture, Type is Customer- Direct and Rating is Hot.

HomeWork#125
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Ans.

HomeWork#126

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HomeWork#127

Ans.

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HomeWork#128

Ans.

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HomeWork#129

Ans. Validation Rule Fired (Not allowed to saved)

Record get saved when put Number in Account number

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HomeWork#130

Ans. Validation Rule fired( Cant able to save the record)

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HomeWork#131

Ans. Validation Rule Fired.Q

HomeWork#132

Ans. Validation Rule Fired


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Record get saved when Amount Increased from 0

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HomeWork#133

Ans. Ans. Validation Rule Fired

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Records Get saved when Amount is greater than 0

HomeWork#134

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Ans.

HomeWork#135

Ans.

HomeWork#136

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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.

Q.2 How to create a Validation Rule?


Ans. Setup→ Object manager→ Select the object on which you want to
create validation rule→ the select Validation Rules from bottom on left
side→Given the name→ Create a validation using function→ Error
Message.

Q.3 What is the Purpose of Validation Rule?


Ans. The purpose of the Validation rule is to restrict the invalid data saved
in the records.
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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.5 How to bypass the validation rule for System Admin?


Ans. by using Profile.name <> System Admin, we can bypass the
validation rule for system admin.

Q.6 When Validation rules are executed ? (Before Insert or after Insert)?
Ans. After Insert.

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HomeWork#137

Ans. Approval Processes Created

Vivek Thombre got approval request


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After Approval from Vivek thombre its still show pending because the
vacancies are above 6 and its need VP‟ Approval

Application is manually submitted for the approval to Vivek Thombare

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VP - Hemanth Kumar got an approval request.

Approval Status -Approved

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Got mail after the Approval

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HomeWork#138

Ans. Tabular Report with Only Active Account

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HomeWork#139

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Ans. Tabular Report on Lead source= Web

HomeWork#140

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HomeWork#141

Ans. A Tabular Report, to represent all Account Records which are


associated with few Cases

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HomeWork#142

Ans.

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HomeWork#143

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Ans.

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HomeWork#144

Ans. Reports on Lead Source with grouping based on Lead source Field

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Chart Representation

Subscribe the report for Daily

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Top 5 highest Amount on Opportunity

Joint Report with Lead With Lead Status

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HomeWork#145

Ans.

HomeWork#146

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Ans.

HomeWork#147

Ans.

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HomeWork#148

Ans.

220
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HomeWork#149

Ans. Shipping Address Checkbox is not checked

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When We check the Shipping address Checkbox,Condition meets and the


Shipping Address gets copied to Billing Address.

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HomeWork#150

Ans. Auto Layout of the Flow

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HomeWork#151

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Ans. Flow Layout

Industry = Energy

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Related Opportunity Lead Source = Other

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When Account Industry = Agriculture

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Related Opportunity Lead get Updated to Web from Other

Account Owner got an Email after Lead Source Updated to Web.

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HomeWork#152

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Ans.

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HomeWork#153

Ans. Flow Layout

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Now Riyan have 2 Contact

Now we added One more Contact


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After Added One More Contact Count Number of Related Contact


increased to 3

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HomeWork#154

Ans.

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HomeWork#155

Ans.

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When Rating = Hot

1 Contact,1 Opportunity,1 Lead Is Created

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HomeWork#156

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Ans. Layout

Schedule Job Daily at 7 pm

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HomeWork#157

Ans. Layout

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Schedule Job at 8pm Daily

HomeWork#158

Ans.

240
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HomeWork#159

Ans. Layout

Send Email Job is Schedule at 11 pm

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HomeWork#160

Ans. layout

Schedule the Job at weekly


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HomeWork#161

Ans. Layout

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After Creating A Account A Contact, Opportunity And Case is Got Created

HomeWork#162

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Ans. Debug Run Successfully as record ID provided with Industry = null

HomeWork#163

Ans.
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HomeWork#164

Ans.

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HomeWork#165

Ans.

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HomeWork#166

Ans.

HomeWork#167 248
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Ans. Exported record from Hiring manager

Deleted Account From Hiring Manager

Deleted Record from Hiring Manager in Recycle Bin

249
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HomeWork#168

Ans.

HomeWork#169

Ans. All Exported Record From student Object

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HomeWork#170

Ans

HomeWork#171

Ans.

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HomeWork#172

Ans.

HomeWork#173

Ans.

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HomeWork#174

Ans.

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HomeWork#175

Ans.

HomeWork#176

Ans.

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HomeWork#177

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Ans.

HomeWork#180

Ans.

HomeWork#181
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Ans.

257
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