1. What are different kinds of reports?
-> Tabular: Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can’t be used to create groups of data or charts, and can’t be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.
-> Summary: Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page.
-> Matrix: Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.
-> Joined: Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “subreport,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.
2. What are different kinds of dashboard component?
-> Chart: Use a chart when you want to show data graphically.
-> Gauge: Use a gauge when you have a single value that you want to show within a range of custom values.
-> Metric: Use a metric when you have one key value to display.
* Enter metric labels directly on components by clicking the empty text field next to the grand total.
* Metric components placed directly above and below each other in a dashboard column are displayed together as a single component.
-> Table: Use a table to show a set of report data in column form.
-> Visualforce Page: Use a Visualforce page when you want to create a custom component or show information not available in another component type.
-> Custom S-Control: Custom S-Controls can contain any type of content that you can display or run in a browser, for example, a Java applet, an ActiveX control, an Excel file, or a custom HTML Web form
3. What actions can be performed using Workflows?
Following workflow actions can be performed in a workflow:
-> Email Alert:
Email alerts are workflow and approval actions that are generated using an email template by a workflow rule or approval process and sent to designated recipients, either Salesforce users or others. Workflow alerts can be sent to any user or contact, as long as they have a valid email address.
-> Field Update:
Field updates are workflow and approval actions that specify the field you want updated and the new value for it. Depending on the type of field, you can choose to apply a specific value, make the value blank, or calculate a value based on a formula you create.
-> Task:
Assigns a task to a user you specify. You can specify the Subject, Status, Priority, and Due Dateof the task. Tasks are workflow and approval actions that are triggered by workflow rules or approval processes
-> Outbound Message:
An outbound message is a workflow, approval, or milestone action that sends the information you specify to an endpoint you designate, such as an external service. An outbound message sends the data in the specified fields in the form of a SOAP message to the endpoint.
4. What are groups in SFDC and what is their use?
Groups are sets of users. They can contain individual users, other groups, the users in a particular role or territory, or the users in a particular role or territory plus all of the users below that role or territory in the hierarchy.
There are two types of groups:
Public groups: Only administrators can create public groups. They can be used by everyone in the organization.
Personal groups: Each user can create groups for their personal use.
You can use groups in the following ways:
-> To set up default sharing access via a sharing rule.
-> To share your records with other users.
-> To specify that you want to synchronize contacts owned by others users.
-> To add multiple users to a Salesforce CRM Content library.
-> To assign users to specific actions in Salesforce Knowledge.
5. What is Visualforce View State?
Visualforce pages that contain a form component also contain an encrypted, hidden form field that encapsulates the view state of the page. This view state is automatically created, and as its name suggests, it holds the state of the page – state that includes the components, field values and controller state.
- > Minimize number of form on a page. Use apex:actionRegion instead of using 2 or more forms.
-> Refine your SOQL to only retrieve the data needed by the page.
-> All public and private data members present in Standard,Custom and Controller extensions are saved.
-> The transient variables are not passed to view state and therefore not stored in View State.
6. Which objects can be imported by Import Wizard?
Following objects can be imported using import wizard.
Accounts
Contacts
Leads
Solutions
Custom Objects
7. What is Profile and Components?
Profile contains user permissions and access settings that control what users can do within their organization.
A collection of settings and permissions that define how a user accesses records
– Determines how users see data and what they can do with in the application.
– A profile can have many users, but a user can have only one profile.
Profiles Components:
-> Which standard and custom apps users can view
-> Which tabs users can view
-> Which record types are available to users
-> Which page layouts users see
-> Object permissions that allow users to create, read, edit and delete records
-> Which fields within objects users can view and edit
-> Permissions that allow users to manage the system and apps within it.
-> Which Apex classes and Visualforce pages users can access
-> Which desktop clients users can access
-> The hours during which and IP addresses from which users can log in.
-> Which service providers users can access (if Salesforce is enabled as an identity provider)
8. What is Permission Set?
Permission Set represents a set of permissions that’s used to grant additional access to one or more users without changing their profile or reassigning profiles. You can use permission sets to grant access, but not to deny access.
Every Permission Set is associated with a user license. You can only assign permission sets to users who have the same user license that’s associated with the permission set. If you want to assign similar permissions to users with different licenses, create multiple permission sets with the same Permissions, but with different licenses.
Permission sets include settings for:
-> Assigned apps
-> Object settings, which include:
* Tab settings
* Object permissions
* Field permissions
-> App permissions
-> Apex class access
-> Visualforce page access
-> System permissions
-> Service providers (only if you’ve enabled Salesforce as an identity provider)
9. Profile Vs Permission Sets Permissions and Access Settings?
1. User permissions and access settings specify what users can do within an organization.
2. Permissions and access settings are specified in user profiles and permission sets. Every user is assigned only one profile, but can also have multiple permission sets.
3. When determining access for your users, it’s a good idea to use profiles to assign the minimum permissions and access settings for specific groups of users, then use permission sets to grant additional permissions.
10. What are the Standard Profiles available in Salesforce?
-> Standard User – Can view, edit, and delete their own records
-> Solution Manager – Standard User permissions + Can manage published solutions + Can manage categories
-> Marketing User – Standard User permissions + Can import leads for the organization
-> Contract Manager – Standard User permissions + Can edit, approve, activate and delete contracts
-> Read-Only – Can only view records
-> System Administrator – “Super User,” can customize and administer the application
