ADMIN INTERVIEW

SALESFORCESTART
 WHAT IS SALESFORCE?
• SALESFORCE IS THE WORLD NUMBER ONE CUSTOMER RELATIONSHIP
MANAGEMENT PLATFORM.
• IT HELPS YOU MARKETING SALES COMMERCE SERVICE AND IT TEAMWORK
AS ONE FORM
• FOR EXAMPLE:
SALESFORCE CRM, MICRO DYNAMIC, SALESFORCE ANALYTICS, MARKETING
COMMERCE CLOUD
 WHAT IS CLOUD COMPUTING?

• SALESFORCE IS A CLOUD BASED TECHNOLOGY AND EVERYTHING IT WILL

PROVIDED BY COMPANIES WE CAN STORE DATA MANAGE DATA IN LOCAL
SERVER OR PERSONAL COMPUTER.
• THERE ARE THREE TYPES OF CLOUD COMPUTING:
1. SOFTWARE AS A SERVICE [SAAS]
2. PLATFORM AS A SERVICE[PAAS]
3. INFRASTRUCTURE AS A SERVICE[IAAS]
 [SAAS] SOFTWARE AS A SERVICE

• SAAS IS ALSO CALLED AS THE ALREADY DEVELOPED APPLICATION BY THE

COMPANY
• WE CANT CUSTOMISE THE FIELD
• IT HAS A STANDARD FIELDS
• THE APPLICATION ALREADY DEVELOPED BY THE COMPANY AND WE CAN’T
CUSTOMISE THE APPLICATION
 PLATFORM AS A SERVICE

• IN PLATFORM AS A SERVICE WE CAN CUSTOMISE THE APPLICATIONS

• IT IS THE BRANCH OF CLOUD COMPUTING IT ALLOW USERS TO DEVELOP RUN AND MANAGE
APPLICATIONS WITHOUT HAVING TO GET A STUCK OR CAUGHT UP IN CODE STORAGE

•INFRASTRUCTURE AS A SERVICE :

• A THIRD PARTY HOST ELEMENTS OF INFRASTRUCTURE SUCH AS HARDWARE SOFTWARE SERVERS

• STORAGE ALSO PROVIDING BY IAAS AND BACKUP SECURITY MAINTENANCE IT ALL PROVIDED BY
INFRASTRUCTURE AS A SERVICE
 HOW MANY TYPES OF EDITIONS IN SALESFORCE?

• THERE ARE FIVE TYPES OF EDITIONS IN SALESFORCE:

• GROUP
• CONTACT MANAGER
• PROFESSIONAL
• PERFORMANCE (IT IS ALSO CALLED UNLIMITED EDITION)
• ENTERPRISE
 WHAT IS PRODUCTION?

• IT IS REAL TIME ENVIRONMENT HERE WE WILL STORE REAL TIME DATA IT

STORE THE LIVE DATA THAT IS ACTIVELY USED TO RUN THE BUSINESS,
• WE CANNOT MAKE MINOR CHANGES IN PRODUCTION
• IF YOU WANT TO LOGIN IN PRODUCTION THE URL IS
• LOGIN. SALESFORCE. COM
 WHAT IS SANDBOX?

• SANDBOX IS USED BY CLIENT FOR THE USAGE OF DEVELOPING IN COMPANY

• IT IS INSTANCE OF FORCE.COM CONTAINS PRODUCTION METADATA AND DATA
• SANDBOXES ARE TEST ENVIRONMENTS THAT SALES FORCE PROVIDES AS
SAFE SPACE
• FOR TESTING AND TRAINING OR EXPERIMENTING WITH DIFFERENT
CONFIGURATIONS
• IT ENABLES YOU TO CREATE MULTIPLE COPIES OF YOUR PRODUCTION
ENVIRONMENT TESTING TRAINING AND DEVELOPMENT
 HOW MANY TYPES OF SANDBOXES?

• THERE ARE FOUR TYPES OF SANDBOXES

• DEVELOPER
• DEVELOPER PRO
• PARTIAL COPY
• FULL SANDBOX
 TYPES OF SANDBOXES

• DEVELOPER:
• DEVELOPER SANDBOXES ARE LIMITED TO 200 MB OF TEST OR SAMPLE DATA, WHICH IS ENOUGH FOR
MANY DEVELOPMENT AND TESTING TASKS.
IT WILL CREATE ALL THE METADATA YOU CAN REFRESH A DEVELOPER SANDBOX ONCE PER DAY.

•DEVELOPER PRO:
•YOU CAN REFRESH A DEVELOPER PRO SANDBOX ONCE PER DAY
•REFRESH LIMIT :- DAILY
•DATA LIMIT :- 1GB
•IT WILL CREATE ALL THE METADATA
 TYPES OF SANDBOXES

• PARTIAL COPY:
• STORAGE: 5GB, IT WILL CREATE ALL THE METADATA AND DATA
• WE CAN CREATE 10000 RECORDS PER PROJECT
• REFRESH: 5 DAYS

• FULL SANDBOX:
• SAME AS SOURCE
• IT WILL CREATE ALL THE METADATA AND DATA IT DESIGNED FOR TESTING ACTIVITIES
• REFRESH: 29 DAYS
 WHAT IS MULTITENANT
ARCHITECTURE

• IT MEANS ONE COMMON APPLICATION FOR

MULTIPLE GROUPS OR CLIENTS IN SUCH
ARCHITECTURE MULTIPLE KINDS USE THE
SAME SERVER BUT THERE ARE ISOLATED
FROM EACH OTHER
 WHAT IS SALESFORCE OBJECTS?

OBJECTS ARE DATABASE TABLES THAT ALLOW US TO STORE DATA

SPECIFIC TO THE ORGANIZATION IN SALESFORCE.
TWO TYPE OF OBJECTS IN SALESFORCE. THEY ARE.

1.STANDARD OBJECTS: THE OBJECTS PROVIDED BY

SALESFORCE.COM IS CALLED STANDARD OBJECTS. EXAMPLES OF
STANDARD OBJECTS ARE ACCOUNTS, CONTACTS, OPPORTUNITIES,
LEADS, PRODUCTS, CAMPAIGNS, CASES, USERS, CONTRACTS,
REPORT, AND DASHBOARDS, ETC.

2. CUSTOM OBJECT: THE OBJECTS CREATED BY US ARE CALLED

CUSTOM OBJECTS. CUSTOM OBJECTS STORE INFORMATION THAT IS
 WHAT ARE FIELDS AVAILABLE IN
SALESFORCE?
•NUMBER
•AUTO NUMBER
•PERCENT
•CHECKBOX
•PHONE
•CURRENCY •PICKLIST
•DATE •PICKLIST (MULTI-SELECT)

•DATE/TIME •ROLL-UP SUMMARY

•EMAIL •TEXT
•TEXT (ENCRYPTED)
•EXTERNAL LOOKUP RELATIONSHIP
•TEXT AREA
•FORMULA
•TEXT AREA (LONG)
•GEOLOCATION
•TEXT AREA (RICH)
•HIERARCHICAL RELATIONSHIP •TIME
•LOOKUP RELATIONSHIP •URL

• MASTER-DETAIL RELATIONSHIP
 WHAT ARE THE READ ONLY FIELDS IN
SALESFORCE?
• FORMULA
• AUTONUMBER
• ROLLUP SUMMARY

WE CANNOT ENTER THE DATA IN ABOVE FIELDS

WE JUST READ DATA AND WE CANT MODIFY
 AFTER LEAD IS CONVERTED WHAT
WILL BE HAPPEN?

LEADS ARE CONVERTED INTO

• ACCOUNT
• CONTACT
• OPPORTUNITY(OPTIONAL)
• TASK
 WHAT ARE EXTERNAL ID FIELDS

• 1. EMAIL
• 2.TEXT
• 3.NUMBER
• 4.AUTO NUMBER
• 5. FORMULA

• YOU CAN DESIGNATE UP TO 25 EXTERNAL ID FIELDS PER OBJECT.

WHAT IS QUOTE?
• A QUOTE IS A SPECIFIC COMBINATION OF PRODUCT QUANTITY AND PRICING
 WHAT IS WEB TO CASE?

• WEB-TO-CASE IS AN INNOVATIVE SALESFORCE SERVICE CLOUD FEATURE THAT

LETS YOU AUTOMATICALLY CAPTURE SUPPORT REQUESTS DIRECTLY FROM YOUR
WEBSITE AND TURN THEM INTO CASES. IT USES A SIMPLE, CUSTOMIZABLE FORM
THAT INCLUDES THE FIELDS YOU NEED BASED ON YOUR REQUIREMENTS.

•WHAT IS WEB TO LEAD?

• THE PROCESS OF USING A WEBSITE FORM TO CAPTURE VISITOR INFORMATION
AND STORE THAT INFORMATION AS A NEW LEAD IN SALESFORCE.
 WHAT IS CONTACT ROLES?

• CONTACT ROLES IS THE WAY TO ESTABLISH MANY TO MANY RELATIONSHIPS

WITH CONTACTS AND ACCOUNTS ,CONTACT AND CASES OR
• CONTACT AND OPPORTUNITIES

WHAT IS ROUTE ADDRESS?

• IT SPECIFIES EMAIL IDS FROM WHICH THE EMAIL NEED TO BE CONVERTED
AS A CASE
WHAT IS LEAD ASSIGNMENT?
IT IS AN AUTOMATICALLY ASSIGNED LEADS RECORD TO A PARTICULAR USER
OR QUEUES.
 RULES IN SALESFORCE

HOW MANY TYPES OF ROLES IN

SALESFORCE AND WHAT ARE THEY:
1.ASSIGNMENT RULES
2. AUTO RESPONSIBLE RULES
3.ESCALATION RULES
 ASSIGNMENT RULES

• BASED ON CONDITION WE CAN ASSIGN LEADS TO

USERS OR QUEUES
• AT A TIME ONLY ONE ACTIVE ASSIGNMENT RULE
WILL BE THERE IN THE SYSTEM
• WE CAN CREATE ASSIGNMENT RULES IN LEAD AND
CASE OBJECTS
 AUTO RESPONSE RULES

• BASED ON CONDITION WE CAN RESPOND LEADS TO USERS OR QUERIES

• AT A TIME ONLY ONE ACTIVE ORDER RESPONSE RULE WILL BE APPLICABLE
• WE CAN CREATE AUTO RESPONSE RULES IN LEAD AND CASE OBJECTS

ESCALATION RULES
• WE CAN CREATE ONLY ONE ESCALATION RULE ON CASE OBJECT
• AS A TIME ONLY ONE ACTIVE ESCALATION RULE WILL BE ACTIVATE
• BASED ON BUSINESS HOURS WE CAN ESCALATE A CASE TO A QUEUE OR TO
ANOTHER USER.
• CONFIGURE THE RULE TO AUTOMATICALLY NOTIFY A USER.
 WHAT IS EMAIL TO CASE?

• CAPTURING THE CASE INFORMATION THROUGH EMAIL

• THE EMAIL TO CASE ARE TWO TYPES
• 1.ON DEMAND EMAIL TO CASE
• 2. EMAIL TO CASE
 HOW MANY TYPES OF
RELATIONSHIPS IN SALESFORCE

THERE ARE FIVE TYPE OF RELATIONSHIPS IN SALESFORCE:

• 1. MANY TO MANY RELATIONSHIP
• 2. SELF RELATIONSHIP
• 3. LOOKUP RELATIONSHIP
• 4. MASTER DETAIL RELATIONSHIP
• 5. HIERARCHICAL RELATIONSHIP
 MANY TO MANY RELATIONSHIP

• A MANY-TO-MANY RELATIONSHIP ALLOWS EACH RECORD OF ONE OBJECT TO

BE LINKED TO MULTIPLE RECORDS FROM ANOTHER OBJECT AND VICE VERSA.
• FOR EXAMPLE:
• ONE BRANCH CAN HAVE A MULTIPLE COURSES AND ONE COURSE CAN HAVE A
MULTIPLE BRANCHES
• ONE PRODUCT HAVE A MULTIPLE PRICE BOOK ONE PRICE BOOK HAVE MULTIPLE
PRODUCTS FOR BOTH JUNCTION OBJECT IS PRICEBOOKENTRY
• THE MANY TO MANY RELATIONSHIP IS ALSO CALLED AS A JUNCTION OBJECT
 SELF RELATIONSHIP

• IF YOU WANT TO CREATE RELATIONSHIP ON

SAME OBJECT IS CALLED SELF RELATIONSHIP
• FOR EXAMPLE:
• ACCOUNT TO ACCOUNT
• CHILD CAMPAIGN TO PARENT CAMPAIGN
 LOOKUP RELATIONSHIP

• THE RELATIONSHIP BETWEEN CHILD TO PARENT OBJECT

• IT WAS LOOSELY COUPLED
• PARENT IS NOT REQUIRED
• PARENT WILL NOT CONTROL THE CHILD RECORD
• WHEN WE DELETE PARENT RECORD CHILD RECORD WILL NOT DELETE
• WE CAN CREATE 40 LOOKUPS PER OBJECT(38+2)
 MASTER DETAIL RELATIONSHIP

THE RELATION BETWEEN IS CHILD TO PARENT OBJECT

PARENT IS REQUIRED
PARENT WILL CONTROL THE CHILD OBJECT
WHEN WE DELETE PARENT RECORDS THE CHILD RECORDS ALSO AUTOMATICALLY DELETE
IT WAS TIGHTLY COUPLED
WE CAN CREATE TWO MASTER DETAIL PER OBJECT
RECORD LEVEL SECURITY CONTROLLED BY PARENT IN MASTER DETAIL
WE CAN CREATE ROLL UP SUMMARY FIELDS ON THE MASTER RECORD TO SUMMARISE THE
DATA
 HIERARCHICAL RELATIONSHIP

• A SPECIAL LOOKUP RELATIONSHIP AVAILABLE

FOR ONLY THE USER OBJECT. IT LETS USERS
USE A LOOKUP FIELD TO ASSOCIATE ONE USER
WITH ANOTHER THAT DOES NOT DIRECTLY OR
INDIRECTLY REFER TO ITSELF.
 CAN WE CONVERT LOOKUP INTO
MASTER DETAIL?

• TO CONVERT LOOKUP TO THE MASTER-DETAIL

RELATIONSHIP YOU NEED TO GIVE PARENT
RECORDS ON ALL CHILD RECORDS. THEN ONLY
YOU CAN CONVERT A LOOKUP RELATIONSHIP TO
A MASTER-DETAIL RELATIONSHIP IF THE LOOKUP
FIELD IN ALL THE RECORDS CONTAINS A VALUE
 CAN WE CONVERT MASTER
DETAIL TO LOOKUP?

• TO CONVERT A MASTER-DETAIL RELATIONSHIP TO A LOOKUP RELATIONSHIP,

WE HAVE TO MAKE SURE THERE ARE NO ROLL-UP SUMMARY FIELDS ON THE
MASTER OBJECT. IF THERE ARE ROLLUP SUMMARY FIELDS WE HAVE TO
DELETE THOSE FIELDS TO CONVERT IT. DELETED ROLL-UP FIELDS SHOULD
ALSO BE PERMANENTLY DELETED.
 WHAT IS RELATIONSHIP
BETWEEN ACCOUNT AND
CONTACT?

• ACCOUNT AND CONTACT HAVE A LOOKUPRELATIONSHIP IN UI

• IN BACKGROUND ITS BEHAVE LIKE A MASTER DETAIL RELATIONSHIP
• BY DEFAULT SALESFORCE HAS A CASCADE DELETE IS TRUE
• WHEN THE PARENT RECORD IS DELETED THE CHILD RECORD IS ALSO
DELETED
 WHAT ARE FIELD DEPENDENCY

• FIELD DEPENDENCIES ARE THE SPECIAL TYPE OF FILTERS THAT HELP US TO

CHANGE THE CONTENT OF A PICKLIST BASED ON THE VALUE OF ANOTHER FIELD.
• FOR EXAMPLE,
• INSTEAD OF DISPLAYING THE ALL POSSIBLE OPTIONS FOR A COUNTRY IN A
SINGLE PICKLIST, THIS IS ALWAYS GREAT TO LIMIT THE VALUES TO DISPLAY
BASED ON THE VALUE OF OTHER FIELDS LIKE STATE. THIS IS AN EXCELLENT
STYLE TO PICK THE RIGHT OPTION QUICKLY AND MORE CONVENIENTLY.
 FIELD DEPENDENCY

• TWO TYPES OF FIELD DEPENDENCY:

• CONTROLLING FIELDS – IT IS ABLE TO CONTROL THE AVAILABLE VALUES IN ONE OR

MORE CORRESPONDING DEPENDENT FIELDS.

• DEPENDENT FIELDS – IT IS ABLE TO DISPLAY THE VALUES BASED ON THE VALUES

SELECTED FOR THE CORRESPONDENT CONTROLLING FIELDS THE COUNTRY WILL BE
THE CONTROLLING FIELD AND THE STATE WILL BE THE DEPENDENT FIELD
• INDIA >>>>>>>ANDHRA PRADESH>>>>>
• AMERICA>>>>>WASHINGTON>>>>>>>>

• BOTH DEPENDENT FIELDS AND CONTROLLING FIELDS WORK IN CONJUNCTION TO

FILTRATION OF VALUES.
 WHAT IS PAGE LAYOUT?

• CONTROL WHICH FIELDS, LISTS OF RELATED RECORDS, AND CUSTOM LINKS

USERS SEE
• CUSTOMIZE THE ORDER THAT THE FIELDS APPEAR IN THE PAGE DETAILS
• DETERMINE WHETHER FIELDS ARE VISIBLE, READ ONLY, OR REQUIRED
• CONTROL WHICH STANDARD AND CUSTOM BUTTONS APPEAR ON RECORDS
AND RELATED LISTS
• CONTROL WHICH QUICK ACTIONS APPEAR ON THE PAGE
 WHAT IS VALIDATION RULE?

•VALIDATION RULES HELP YOU IMPROVE THE

QUALITY OF YOUR DATA BY VERIFYING THAT THE
DATA ENTERED BY A USER MEETS THE
STANDARDS YOU SPECIFY. IF THE DATA DOESN’T
•MEET YOUR SPECIFICATIONS, THEN THE USER
CANNOT SAVE THEIR CHANGES TO THE RECORD.
 ISBLANK() OR ISNULL()

ISNULL() WORKS ONLY FOR NUMBER DATA TYPE FIEDS, IF

WE DON'T POPULATE WITH VALUE FOR NUMBER FIELDS IT
WILL RETURN TRUE.
ISNULL() WON'T SUPPORT TEXT DATA TYPE FIELDS BECAUSE
TEXT FIELDS NEVER BECOME NULL.
ISBLANK() SUPPORTS BOTH NUMBER AS WELL AS TEXT DATA
TYPES.
 WHAT IS ISNEW()?

• THE CONDITION OF RECORD IS NEW OR NOT IF IT’S NEW THE VALIDATION WILL FIRE

HOW WE CAN SKIP VALIDATION FOR

ADMIN PROFILE?
• USING GLOBAL VARIABLE WE CAN SKIP VALIDATION
RULE FOR ADMIN PROFILE AND ALSO USERS
 WHAT IS RECORD TYPE

RECORD TYPES ALLOW YOU TO ASSOCIATE DIFFERENT

BUSINESS PROCESSES AND SUBSET OF PICK LIST VALUE
TO DIFFERENT USERS BASED ON THEIR USER PROFILE.
THEY ARE USED TO DRIVE WHICH PAGE LAYOUTS
USERS SEE WHEN VIEWING RECORDS, BASED ON THEIR
USER PROFILE.
 WHAT IS BUSINESS PROCESS IN
RECORD TYPE?
• THE BUSINESS PROCESS IS METADATA TYPE ENABLE TO DISPUTE DIFFERENT VALUE
FOR USERS BASED ON THEIR PROFILE MULTIPLE BUSINESS PROCESS ALLOW YOU TO
TRACK SEPARATE SALES SUPPORT AND LEAD LIFE CYCLE A BUSINESS PROCESS
WON’T BE AVAILABLE TO USERS UNTIL YOU ASSOCIATE WITH A RECORD TYPE ADD
THE RECORD TYPE TO USER PROFILES,
• OBJECTS WHICH WE NEED TO CREATE IN BUSINESS PROCESS:
• OPPORTUNITY--- SALES PROCESS
• LEAD--- LEAD PROCESS
• CASE--- SUPPORT PROCESS
 RECORD TYPES

• IN OPPORTUNITY WE CAN CONTROL THE STAGE FIELDS PICKLIST VALUES

WITH THE SALES PROCESS
• IN LEAD OBJECT WE CAN CONTROL LEAD STATUS THROUGH LEAD PROCESS
• IN CASE OBJECT WE CAN CONTROL THE CASE STATUS THROUGH SUPPORT
PROCESS
 WHAT IS SALES PROCESS?

• SALES PROCESS IS USED TO DETERMINE WHICH

OPPORTUNITY CHANGES ARE SELECTABLE WHEN
RECORD TYPES ARE ENABLED YOU MUST CREATE A
SALES PROCESS BEFORE CREATING THE OPPORTUNITY
RECORD TIME AND WE CAN ASSIGN THAT TO
DIFFERENT PROFILES
 WHAT IS LEAD PROCESS?

• LEAD PROCESS IS USED TO DETERMINE WHICH LEAD STATUS A SELECTABLE

RECORD TYPE ARE ENABLED YOU MUST CREATE A LEAD PROCESS BEFORE
CREATING THE LEAD RECORD TYPE

• WHAT IS SUPPORT PROCESS?

• A SUPPORT PROCESS IS USED TO DETERMINE WHICH CASE STATUS ARE
SELECTABLE WHEN RECORD TYPES ARE ENABLED YOU MUST CREATE A
SUPPORT PROCESS BEFORE CREATING THE CASE RECORD TYPE.
 IMPORT WIZARD

1.IMPORT WIZARD:
IT IS SALESFORCE INTERNAL UI TOOL
BY USING THIS TOOL WE CAN LOAD UP TO 50K RECORD.
TO LOAD DATA INTO SALESFORCE WE HAVE TO USE CSV FILE.
THIS TOOL WILL SUPPORT FEW STANDARD OBJECT AND ALL CUSTOMOBJECTS.
STANDARD OBJECT: LEAD,ACCOUNT,CONTACT,ETC;
USING THIS TOOL WE CAN INSERT, UPDATE ,UPSERT DATA
 DATALOADER:
• USING THIS TOOL WE CAN LOAD UP TO 5 MILLION RECORDS.
• HERE ALSO WE WILL USE CSV FILE.
• HERE WE CAN PERFORM MORE ACTIONS THAN IMPORT WIZARD
• INSERT, UPSERT, DELETE, HARDDELETE, EXPORT,EXPORTALL
• IT WILL SUPPORT ALL SALES FORCE OBJECTS THAT IS STANDARD OBJECT
AND CUSTOM OBJECTS.
• HERE WE CAN USE SDL FILE FOR MAPPING THIS TOOL WILL GIVE TWO FILES
ONE IS SUCCESSFUL AND OTHER IS FAILURE FILES TO USE DATA LOADER WE
HAVE TO INSTAL DATA LOADER AND WE NEED TO USE JDK
 WHAT IS BULK API IN DATA
LOADER?

•BULK API IS OPTIMISED TO

LOAD OR DELETE A LARGE
NUMBER OF RECORDS
ASYNCHRONOUSLY
 WHAT IS BATCH SIZE OF BULK API?

• THE DEFAULT BATCH SIZE IN DATA LOADER

IS 200
• IF YOU SELECT “ENABLE BULK API” THE
DEFAULT BATCH SIZE IS 2000
 HOW MANY AUTOMATION TOOLS
AVAILABLE IN SALESFORCE?

• THERE ARE FOUR TYPES OF AUTOMATION TOOLS

AVAILABLE IN SALESFORCE:
• WORK FLOW
• APPROVAL PROCESS
• PROCESS BUILDER
• FLOWS
 HOW MANY TYPES OF APPROVAL PROCESS?

•SALESFORCE APPROVAL PROCESS IS AN AUTOMATED PROCESS AND YOUR ORGANIZATION

CAN USE TO APPROVE RECORDS IN SALESFORCE,
•AN APPROVAL PROCESS IS COMBINATION OF STEPS FOR A RECORD TO BE APPROVED AND
PERSON HAS TO APPROVE IT EACH STEP.
•A STEP CAN APPLY TO ALL THE RECORDS TO THAT OBJECT OR JUST RECORD THAT MEETS
THE CERTAIN CRITERIA.
•AN APPROVAL PROCESS ALSO SPECIFIES THE ACTIONS TO TAKE
•WHEN A” RECORD IS APPROVED, REJECTED, RECALLED, OR FIRST SUBMITTED “FOR
APPROVAL.
•
 HOW MANY WIZARDS ARE IN
APPROVAL PROCESS AND WHAT ARE
THEY?

•JUMP START WIZARD

•STANDARD WIZARD
 JUMP START WIZARD

– THE JUMP START WIZARD CREATES A ONE-STEP APPROVAL PROCESS FOR

YOU IN JUST A FEW MINUTES
– THE STANDARD WIZARD IS USEFUL FOR COMPLEX APPROVAL PROCESSES.
•JUMP START WIZARD
• THE JUMP START WIZARD IS USEFUL FOR SIMPLE APPROVAL PROCESSES
WITH A SINGLE STEP.
• USE THE JUMP START WIZARD IF YOU WANT TO CREATE AN APPROVAL
PROCESS QUICKLY BY ALLOWING SALESFORCE TO AUTOMATICALLY
CHOOSE SOME DEFAULT OPTIONS FOR YOU.
 STANDARD WIZARD

• THE STANDARD WIZARD IS USEFUL FOR COMPLEX APPROVAL PROCESSES.

• USE IT WHEN YOU WANT TO FINE TUNE THE STEPS IN YOUR APPROVAL PROCESS.
• THE STANDARD WIZARD CONSISTS OF A SETUP WIZARD THAT ALLOWS YOU TO DEFINE
YOUR PROCESS AND ANOTHER SETUP WIZARD THAT ALLOWS YOU TO DEFINE EACH STEP
IN THE PROCESS.
 SCENARIO:
AFTER ACTIVATING THE APPROVAL
PROCESS, I WANT TO ADD ONE MORE
STEP. IS IT POSSIBLE?

IT’S NOT POSSIBLE, TO ADD ONE MORE STEP DEACTIVATE THE

APPROVAL PROCESS AND CLONE THE DEACTIVATED APPROVAL
PROCESS AND ADD THE NEW STEPS.
 IS IT POSSIBLE TO START APPROVAL PROCESS AFTER
RECORDS IS CREATED IN SALESFORCE WITHOUT
CLICKING ON SUBMIT FOR APPROVAL BUTTON?

YES. PROCESS BUILDER OR APEX TRIGGER

CAN BE USED TO INITIATE APPROVAL
PROCESS WHEN RECORD IS CREATED.
 WHAT IS PROCESS BUILDER?
•THE PROCESS BUILDER IS THAT HELPS YOU EASILY AUTOMATE YOUR
BUSINESS PROCESSES BY PROVIDING A POWERFUL AND USER-
FRIENDLY VISUAL REPRESENTATION OF YOUR PROCESS AS YOU
BUILD IT.
• INSTEAD OF DOING THIS REPETITIVE WORK MANUALLY, YOU CAN
CONFIGURE PROCESSES TO DO IT AUTOMATICALLY. THE PROCESS
BUILDER’S SIMPLE AND POWERFUL DESIGN ALLOWS YOU TO
AUTOMATE PROCESSES.
•
 THE PROCESS BUILDER IT CAN PERFORM ACTIONS THEY ARE:

•CREATE A RECORD
•UPDATE ANY RELATED RECORD
•USE A QUICK ACTION TO CREATE A RECORD, UPDATE A RECORD, OR LOG A CALL
•LAUNCH A FLOWS SEND AN EMAIL
•POST TO CHATTER
•SUBMIT FOR APPROVAL
•CALL APEX METHODS
•BUT THE PROCESS BUILDER DOESN’T SUPPORT OUTBOUND MESSAGES.
 WHAT IS WORK FLOW IN SALESFORCE?

• Regularly Send Emails For Particularly Update Any Field And Sending Message
For Particular Person Then We Can Automate All These Activities In Sales
Force With The Help Of Workflow.
• Workflow Is Nothing But To Perform An Action When Sending An Email And
Updating A Particular Field
• Workflow Consist Two Main Things
• Criteria Based
• Action Based
 WORKFLOW
Criteria is a basic condition its causes to the workflow
condition.
Only the condition is true then action is automatically
performed.
But when condition is false the workflow does not apply action.
The action will perform when the criteria is become true
 WORKFLOW ACTIONS
False

When a record No actions

criteria
is created, Will perform
updated

It will
true perform
actions
 WORKFLOW ACTIONS

• TYPES OF ACTIONS IN WORKFLOW:

• IMMEDIATE ACTION: IMMEDIATE ACTION IS EXECUTED AS SOON AS THE CRITERIA
WILL MEET INTO TRUE
• TIME TRIGGER ACTION: THIS ONE IS EXECUTED AT PARTICULAR TIME
• EMAIL
• FIELD UPDATE
• TASK
• OUTBOUND MESSAGES
 EVOLUTION CRITERIA FOR WORKFLOW?

• There are three evaluation criteria in workflow

• Create: this criteria evaluates workflow rule when a record is created
• Upsert: this evaluates a workload rules when a record is created and updated
• Created at any time it’s edited to subsequently met criteria: this evaluates the
workflow rule criteria each time record this creator updated this happens usually in
2 condition.
• First condition: when you create a new record
• Second condition: for an update record
 USE CASES OF WORKFLOW

• Poster conversion of leads.

• Better customer service reduces human errors.
• By using workflow we can send email to the customer when they want to
buy products
• Tracking the sales process
 HOW MANY EMAIL TEMPLATES WE
HAVE?

• THERE ARE FOUR TYPES OF EMAIL TEMPLATES WE HAVE:

TEXT
HTML
CUSTOM
VISUALFORCE
 FLOWS
• HOW MANY TYPES OF FLOWS WE HAVE
AND WHAT ARE THEY?
 FLOWS

1.Screen Flow
2.RecordTrigger flow
3.AutoLaunched flow
4.Schedule Flow
 SCREEN FLOWS

• You can create to many possibilities Screen Flow.

• You can Guide your users through a complicated process
• Guides users through a business process that’s launched from lightning
pages, experience cloud sites, quick actions, and more.
If you want to automate business process then collect the data from users then we will
use screen flows
 RECORD TRIGGER FLOW

We have two types of record trigger flow:

1.Before Record Trigger(Fast Field Update):
UPDATE ANY RECORD AND PERFORM ACTIONS, LIKE SEND AN EMAIL. THIS MORE
FLEXIBLE FLOW RUNS AFTER THE RECORD IS SAVED TO THE DATABASE.
2.After Record Trigger(Action Related Records):
UPDATE FIELDS ON THE RECORD THAT TRIGGERS THE FLOW TO RUN. THIS HIGH-
PERFORMANCE FLOW RUNS BEFORE THE RECORD IS SAVED TO THE DATABASE.
 SCHEDULED TRIGGER FLOW

• Launches at a specified time and frequency

for each record
• A scheduled flow, or schedule-triggered
flow, is a salesforce flow that is
autolaunched at a specified time and
repeated at a specified interval.
 AUTO LAUNCHED FLOW

• AUTO-LAUNCHED DOES NOT REQUIRE ANY USER INTERACTION; IT CAN

BE AUTO-LAUNCHED WHEN A RECORD IS CHANGED.
no one would know what have been triggered done at a time we have to
create auto launched flow.
sometimes your might have the same set of action that should run or record
changes of different objects then you can create an auto launched flows and
use its as subflow
 WHAT IS PROFILE?
• A PROFILE IS A COLLECTION OF SETTINGS AND PERMISSIONS THAT DEFINE WHAT A USER CAN DO IN SALESFORCE.
• A profile controls:
• App settings,

• tab settings,

• object permissions,

• field permissions,

• user permissions,

• apex class access,

• visualforce page access,

• page layouts,

• record types,

• login hours & login IP ranges.

 WHAT IS PERMISSION SET

• A PERMISSION SET IS A COLLECTION OF SETTINGS AND PERMISSIONS THAT

GIVE USERS ACCESS TO VARIOUS TOOLS AND FUNCTIONS. PERMISSION SETS
EXTEND USERS' FUNCTIONAL ACCESS WITHOUT CHANGING THEIR PROFILES.
 Standard profiles cannot be deleted, and
permissions cannot be edited.
System Administrator View and modify all data, customize app.

Standard User View, edit, and delete records they can access.

Solution Manager Standard User plus they can manage published solution.

Marketing User Standard User plus they can import leads.

Contract Manager Standard User plus they can manage contracts.

Read Only Only view records they can access.

 WHAT IS DELEGATED APPROVER?

• Choose a user to receive another user's approval

requests over a predefined time period. Delegated
approvers are helpful when the original approver can't
respond to approvals, such as during a vacation.
 WHAT IS UNIONMUS APPROVAL PROCESS?

• IN A.P THERE ARE ONE CHECKBOX CALLED UNONIMUS A.P THAT MEANS
• IT WILL TAKE APPROVER WHO ARE IN THE LIST TO SUBMIT DATA AND EVERY
ONE SHOULD APPROVE.
• CHOOSE A USER TO RECEIVE ANOTHER USER'S APPROVAL REQUESTS OVER A
PREDEFINED TIME PERIOD. DELEGATED APPROVERS ARE HELPFUL WHEN THE
ORIGINAL APPROVER CAN'T RESPOND TO APPROVALS, SUCH AS DURING A
VACATION.
 HOW MANY TYPES OF SECURITIES
WE HAVE ?

ORGANAIZATION LEVEL SECURITY

OBJECT LEVEL SECURITY
FIELD LEVEL SECURITY
RECORD LEVEL SECURITY
 ORGANAIZATION LEVEL SECURITY

• It will give security in Organaization level

• In Organaization level we have 3 types-----

1.Network Access:
• It will use at a particular API address.
• 2.Business hours:
• The company working hours
• 3.Holidays:
• office holidays
 FIELD LEVEL SECURITY

• FIELD LEVEL SECURITY:

• Field level security can only restrict access, it cannot grant it.
For example, support profile has read access on contact object and you provide

• Read and edit access to a field on the contact object. Users with the support profile will still
only have read access.

• However, if support profile has read and edit permissions on the

• Contact object and, read-only field-level permissions on a field in the contact object, then
users assigned to support profile will only have read access to that particular field.
 OBJECT LEVEL SECURITY

• PROFILE: OBJECT LEVEL SECURITY IS DETERMINED BY A PROFILE ASSIGNED TO A

PARTICULAR USER
• . PROFILE CONTROLS OBJECTS THAT A USER CAN SEE AND WHAT THEY CAN DO ON
THESE OBJECTS, THESE SETTINGS ARE CALLED CRED (CREATE, READ, EDIT, DELETE)
 RECORD LEVEL SECURITY:

• OWD(ORGANIZATION WIDE DEFAULT)

• ROLE HIRERACHY
• SHARING RULES
• MANUAL SHARING
 OWD
• PRIVATE
• PUBLIC
• PUBLIC READ ONLY
• PUBLIC READ AND WRITE
• PUBLIC READ AND WRITE AND TRANSFERRED
• PUBLIC FULL ACCESS
• CONTROLL BY PARENTS
 CAN WE DELETE USER IN SALESFORCE?

• We cannot delete but we can deactivate

user.
•
 WHAT IS FREEZE USER IN SALESFORCE?

• Freeze user means temporarily

disable the account,
• the salesforce liscence cannot be
used because it is in freeze
 WHAT IS DEACTIVATE USER?

• Suspend the user account entirely and they are

not returning user
• If we deactivate the user then the salesforce
license will get release and that license will be
available for other user
 WHAT IS AUDIT TRAIL IN SALESFORCE?

• THE AUDIT TRAILS FEATURE IN SALESFORCE ENABLE YOU TO CLOSELY THE

CHANGES MADE IN YOUR ORGANIZATION
• IT HELPS YOU TRACK THE RECENT SETUP CHANGES THAT YOU AND OTHER
ADMINISTRATORS HAVE MADE TO YOUR ORGANIZATION THIS FEATURE ALL
MODIFICATIONS CONCERNING THE ADMINISTRATION,
CUSTOMIZATION ,SECURITY, SHARING, DATA MANAGEMENT, DEVELOPMENT
AND MORE OF YOU SAYS ORGANIZATION
• IT CAN ESPECIALLY USEFUL IN ORGANIZATION AND MULTIPLE
ADMINISTRATORS
• THE AUDIT TRAIL IS MAINLY USED TO TRACK THE USER DATA
 WHAT IS WHOID?

• Who ID in salesforce refers to people thinks so that would be

typically a lead ID or contact ID
• The who ID is represents a human.
• Such as a lead or contact who ids or polymorphic, polymorphic
means a who id is equivalent to a contact id or lead id
• The label is “name”
 WHAT IS WHATID ?

• IN SALESFORCE REFERS TO OBJECT TYPE THINGS THAT WOULD BE TYPICAL

BE THE ACCOUNT ID OR OPPORTUNITY ID .
• THE WHAT ID REPRESENTS NON HUMAN OBJECTS SUCH AS ACCOUNT,
OPPORTUNITIES CAMPAIGN ,CASES OR CUSTOM OBJECTS WHAT ID OR
POLYMORPHIC, POLYMORPHIC MEANS IS EQUIVALENT TO THE WHAT ID OF A
RELATED OBJECTS.
• THE LABEL IS “RELATED TO”