What is Cloud Computing ?

-Pictorial representation of internet is Cloud.

• Cloud Computing is nothing but internet computing.

• With this approach everything can be done in internet (Using

Application, Developing Application and distributing the hardware), no

need of any minimum hardware requirements and no need to install any

software in local system.

• Cloud Computing is an approach to provide the following services -

1. SAAS (Software As A Service)

2. PAAS (Platform As A Service)

3. IAAS (Infrastructure As A Service)

[Link] is CRM & Explain briefly?

-- CRM (Customer Relation Management) is a strategy which is used to learn

about customers’ requirements and behaviour in order to increase revenue

and Profits by maintaining stronger relationship with them. -

-- Customer Relationship Management Refers to the practice of collecting,

storing and analysing customer-level-information, and incorporating the

results in to the decision making processof a firm. CRM also involves in core

business process like production, operations, sales, marketing, and finance.

3. What are the Advantages & Dis-Advantages of Cloud Computing?

ADVANTAGES:-

1) Back-up and restore data. ...

• 2) Improved collaboration. ...

• 3) Excellent accessibility. ...

• 4) Low maintenance cost. ...

• 5) Mobility. ...

• 6) IServices in the pay-per-use model. ...

• 7) Unlimited storage capacity. ...

• 8) Data security.

Dis-Advantages:-

1) Performance may vary.

2) security risks.

3) Low band width.

4) Technical issues.

5) Lack of support.

[Link] are deployment modes of cloud computing?

1. Public Cloud.

2. Private Cloud.

3. Hybrid Cloud and

4. Community Cloud.

[Link] is Salesforce?

1. Salesforce is a company which provides a web based tool called

Salesforce

2. Salesforce by following the Cloud Computing approach, providing

SAAS and PAAS

3. SAAS: Providing Sales, Marketing and Call Center applications as a

service
4. PAAS: Providing [Link] platform in which we can develop Apex

(Programming language similar to Core Java) and Visualforce (Mark up

language similar to HTML) logic.

[Link] is Production Environments?

It is the Org where active paying users accessing business critical data

are known as production environments.

[Link] is production url?

[Link]

[Link] is sandbox?

To make any changes for the exiting application we should copy all

contents of the production into sandbox and make all changes after that

test thoroughly and move those changes into production.

[Link] is sandbox url?

[Link]

[Link] are the types of Sandboxes?

1. Developer Sandbox

2. Developer pro sandbox

3. Partial data sandbox

4. Full copy sandbox

[Link] is Developer sandbox?

• It copy only configuration changes from the production

• It won’t copy real time data

• Sample data limit is 200mb

• Refresh time interval is one day

[Link] is developer pro sandbox?

• Copy configuration changes

• No real time data

• Sample data limit is 1GB

• Refresh time interval one day

[Link] is partial data sandbox?

• Copy configuration changes

• Copy certain amount of real time data

• Real time data limit is 5GB

• Refresh interval 5 days

[Link] is Full copy sandbox?

• It is exact replica of the production

• Copy both configuration and entire real time data from the production

• Refresh time interval 29 days

[Link] Salesforce Editions?

1. Group

2. Professional.

3. Enterprise.

4. Unlimited.

[Link] is App in Sales force?

App means an Application. In Salesforce an Applicationconsists a group of

tabs which are designed to work as a single function.

[Link] is an object in Salesforce? Different types of object in

[Link]? And why they called so?

Objects are database tables that allow us to store data specific to the

organization in salesforce.

1. Standard objects.

2. Custom Objects.

Standard Objects :- Standard objects are called so because they are created

and provided by [Link].

Custom Objects :- Custom objects are those which are created by an User in

[Link].

[Link] is TAB in Salesforce?

1. Custom Tabs.

2. Visualforce Tabs.

3. Web Tabs.

[Link] examples of custom field types?

Some of the custom field types are date field, Date/Time field, Currency field,

Checkbox field, Number field, Text field, Pick list field, Email field, percent

fields, phone field, Url field and many more.

[Link] many custom fields can I created in an object?

In Unlimited edition we can create up to 500 fields per object. In professional

edition we can create up to 100 custom fields per object.

[Link] is the profile?

A profile in Salesforce is a group/collection of settings and permissions that

define what a user can do in Salesforce. Profile deals with CRED (Create,

Read, Edit and Delete) permissions over Apps, Tabs, sObjects, Fields, Record

Types, etc..A profile controls “Object permissions, Field permissions, User

permissions, Tab settings, App settings, Apex class access, Visualforce page

access, Page layouts, Record Types, Login hours & Login IP ranges. profile

can be assigned to many users, but a user can be assigned a single profile at

a time.

Types of profiles in Salesforce:-

Standard profiles: By default, salesforce provides below standard profiles.

We cannot delete standard ones.

1. Read Only

2. Standard User

3. Marketing User

4. Contract Manager

5. Solution Manager

6. System Administrator.

Custom Profiles: Custom ones defined by us. They can be deleted if there are no users assigned to that

particular one.

7. Navigation: setup -> Administer -> Manage users -> Profiles

[Link] 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.

Permission Set Control:

• Object Permission

• Field Permission
• User Permission

• Tab Settings

• App Settings

• Apex class access

• Visualforce Page access

[Link] b/w Profile and Permission set?

When you should choose Profiles ???

When you have set of permissions which needs to be shared with multiple users, then you can give all the users the

same profile.

When to choose Permission set??

If there is a specific permission, or access that you don’t want to share with everyone but only with few users, then

you can go for Permission Set. Just like profiles, through permission set also you can control object and field level

security.

[Link] is a role and role hierarchy in Salesforce?

--- Role deals with authorization to access data. Roles are designed to

increase data visibility, to open up access to Salesforce records. You will

have a baseline visibility set for each object in your org, known as the ‘org

wide default’ (organizational wide default, OWD).

---Role hierarchy is a mechanism to control the data access to the records on

a salesforce object based on the job role of a [Link] role hierarchy

automatically grants record access to users above the record owner in the

hierarchy. This option is enabled for all objects by default.

[Link] between Role and Profile?

Roles :- Using Roles we can provide record level access like organization

wide defaults, Role hierarchy, sharing rules and Manual sharing. Simply roles

influences record level access.

Profiles :- Using Profiles we can proivde profile object level and field level

access can be made like general permissions, tab level permissions, read &

write permissions etc.

[Link] is [Link]?

[Link] is a type of service provided by [Link] to enhance

the power of [Link] CRM applications. [Link] provides

“Data as a Serivce” to subscribers.

27. Number of standard profiles available in [Link]?

In salesforce we have 6 standard profile they are.

1. Standard user.

2. Solution manager.

3. Marketing User.

4. Read only.

5. System administrator.

[Link] can you use the term “Transfer Record” in profile?

Transfer record is a type of permission in salesforce. If a user is given

access to transfer a record, then the user will have the ability to

transfer the records which have Read access.

[Link] me about Company Profile?

In [Link] company profile consists of information about

language, locale, time zone, number of licenses, storage and available

space, about fiscal year, address and currencies.

[Link] to get security token in [Link]?

---Your Salesforce security token is a case-sensitive alphanumeric key

that is used in combination with a password to access Salesforce via

API.

To get security token in [Link] go to your

name=>Personal=>Reset my Security token.

[Link] is a Fiscal Year in Salesforce?

6. Fiscal years in Salesforce are used to define starting and ending date of

an organization financial [Link] years in salesforce are two types

they are.

7. --> Standard fiscal year :- To change starting month of the fiscal year

this type is used.

8. --> Custom fiscal year :- We can set custom fiscal year dates like

quarters, weeks.

[Link] is field dependency?

Field dependency means, controlling a fields value based on the other field. For example, there are two fields

called Country & State. I want to display only states related specific selected country when I select

country.
Below table may helps you to understand about which fields can be

used as controlling & dependent fields.

Data Type Can we define as Controlling field Can we define as Dependent field

Standard Picklist Yes No

Custom Picklist Yes Yes

Multi-Select pick list No Yes

Checkbox Yes No

[Link] is Page Layout and Record Types?

---> Page layouts control the layout and organization of buttons, fields,

s-controls, Visualforce, custom links, and related lists on object record

pages. They also help

determine which fields are visible, read only, and required. Use page

layouts to customize the content of record pages for users.

--> Record Types allow us to specify a category of records that display

different picklist values and page layouts.

Administrators can associate record types with profiles so that different

types of users should see different picklist values and page layouts in

the record’s detail page.

[Link] to delete user from Salesforce?

In [Link], deleting a user is not possible. But the user can be

deactivated by freezing that user in salesforce. To deactivate user go to

Setup=>Administer=>Manage users=>Users=>Click on Freeze.

[Link] how many ways can we store files, images and documents in

[Link]? what are they?

In [Link] we can store files, images and documents in 5 types they

are.

1. Attachments.

2. Documents.

3. Google drive.

4. Libraries.

5. Chatter Files.
[Link] are Static Resources?

Static resources helps to store, uploaded images, files, zip files,

documents, JavaScript files, Css Files which can be used in visual

force pages. Maximum data storage limit for static resource is 250mb.

[Link] some standard indexed fields in [Link]?

Id, name, owner fields, lookup fields, master-detail relationship fields,

audit dates like Last Modified dates etc are the standard indexed fields

in [Link].

[Link] some standard indexed fields in [Link]?

Id, name, owner fields, lookup fields, master-detail relationship fields,

audit dates like Last Modified dates etc are the standard indexed fields

in [Link].

[Link] fields cannot be added as a custom Index?

Formula fields.

[Link] is track field history in salesforce?

Salesforce field history tracking is a method that can be used to track

changes associated with each specific field. Salesforce allows you to

track up to 20 fields per object (both standard or custom objects). By

enabling Field History Tracking, you will see who made the change,

the date it was updated, and the previous value of the field.

[Link] is Field Audit Trail?

Field Audit Trail lets you define a policy to retain archived field history

data up to 10 years from the time the data was archived. This feature

helps you comply with industry regulations related to audit capability

and data retention.

[Link] between track field history and field audit trail?

With Field Audit Trail, you can track up to 60 fields per object. Without it,

you can track only 20 fields per object. With Field Audit Trail, you

retain archived field history data up to 10 years from the time the data

was archived. Without it, you retain archived data for only 18 months.
[Link] are the Activities in Salesforce?

To create the Activities, while creating the object, we should check for 'Allow Activities' check box then user

can add open Activities and Activity History related lists on the Object layout.​

There are two types of activities -

1. Task: Task is nothing but work assigned to a particular person, it

doesn't have certain time limit.

2. Event: It has certain time limit in that time only all persons should

assemble after the time limit over, event will get complete.

- Once event or task status changed to 'Completed' then we can see

those records under Activity History Related List.

[Link] is the difference between ISBLANK() AND 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.

[Link] is the architecture of the salesforce?

• MVC Architecutre - Model, View , Controller

• View - It is the user interface (Apps, Tabs, Page Layouts, Fields and

Record Types)

• Controller - Business Logic (Save, Edit, New, Cancel and Delete - upon

click on these button salesforce execute some logic from controller)

• Model - It is the Database, which stores Schema (Meta-Data(Data about

Data) --> Apps, Tabs, sObjects, fields, Apex Classes, Visualforce pages,

etc...) and Instance (Records)

[Link] is the difference between 15 digit and 18 digit id in Salesforce?

• 15 digit case-sensitive version

• 15 digit ID is what will be received from within the user interface

• 18 digit case-insensitive and best used for manipulating data outside

Salesforce

• 18 digit id is referenced through in the API and other 3rd party tools.

• To convert 15 digit ID to 18 digit ID - CASESAFEID(Id)

[Link] is the difference between detail page and edit page?

• Whenever user try to create a new record or edit an existing record

user can input the values for the fields, this page is nothing but edit

page.

• After creating a new record or editing an existing record, user can see

the information of the record, this page is nothing but detail page.

[Link] is out of box functionality?

An out-of-the-box is a feature or functionality of a product that works immediately after or even without any special

installation without any configuration or modification.

[Link] is validation rule?

Validation Rules in Salesforce verify that the data entered by a user meets certain criteria before the user can save

the record.

[Link] are Governor Limits?

Since we are working in multitenant environment Salesforce is enforcing

the limits for all the functionalities.

• How many no of fields for an object: 500

• No of master detail relationships for an object: 2

• No of lookup relationship for an object: 40

• No of rollup summery fields: 25

• How many external ids we can enable for an object: 7 (increased from 3

to 7 in Winter-15)

• Total number of records retrieved by a SOQL query – 50,000

• Total number of SOQL queries issued – 100 (Synchronous) 200

(Asynchronous)

• Total number of DML statements issued – 150

• Total number of callouts (HTTP requests or Web services calls) in a

transaction – 100

• Maximum CPU time on the Salesforce servers – 10,000ms

(Synchronous) 60,000ms

(Asynchronous)

[Link] many objects can be created in salesforce in one project?

There is a hard limit of 3,000 total custom objects per Organization,

regardless of whether they're created within the Org or installed from the

AppExchange. For example, with Unlimited Edition, you could create

2,000 custom objects and install an additional 1,000 objects.

[Link] is an External ID in Salesforce ?

An external ID is a custom field that has the External ID attribute,

meaning that it contains unique record identifiers from a system outside

of Salesforce.

[Link] is the maximum number of external IDs an object may have in

Salesforce?

We can designate up to 25 External ID fields per object.

[Link] which data type we can enable external id?

text, number, auto number, email.

--->> Use of External ID in Salesforce:

• It becomes searchable in the sidebar search.

• Salesforce record Id’s are not required to load data.

• It can be used with UPSERT DML operation to integrate with other

systems.

• The Data Import Wizard detects existing records in Salesforce with

external IDs that match those values in the import file.

Example:When we update or upsert any record in Salesforce we do it by

using Record Id. But if we want to update or upsert the record from

some External System, we won’t be having Record Id in the External

system. Sowe choose one field as ‘External ID’ in the Salesforce and

based on that we can upsert the records from External System.

[Link] is the difference between unique ID and external ID in

Salesforce?

The 'Unique ID' field is a setting which prevents the same value from

being used in multiple records for any specific field. External IDs are

often created with the 'Unique ID' setting so that the External IDs will be

unique to each record.

[Link] is list view?

List View allows you to see a filtered list of records, such as contacts,

accounts, or custom objects.

[Link] is Inline editing?

On the detail page without clicking on edit button we can edit particular field if

it is not read-only.59. How to disable Inline editing?

To enable or disable Inline editing follow the below navigation - Setup-->

Customise--> User Interface--> Enable Inline Editing.

60. What is Enhanced list view?

Enhanced lists give you the ability to quickly view, customize, and edit list data

to speed up your daily productivity.

[Link] is mini page layout and how to enable?

For lookup fields on record detail page we see a link, whenever we put cursor

on that link we see a popup window which displays few fields. To control the

fields visibility, on that look up field parent object page layout we see a mini

page layout in that we can control.

62. What is lead process?

To control the picklist values of the status field on the lead object we should

create lead process. Without selecting the lead process we can't create the

record type for lead object

63. What is sales process?

• To control the picklist values of the stage field on the opportunity

object we should create sales process.

• Without selecting the sales process we can't create the record type for

opportunity object

64. What is Support process?

• To control the picklist values of the status field on the case object we

should create support process.

• Without selecting the support process we can't create the record type

for case object.

[Link] 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.

---->> On lead object we can generate the HTML code by selecting lead

fields and by mentioning return URL from web-to-lead option. The

generated HTML code can be hosted in any of the website. Upon

entering the information in those fields and clicking on submit button

that information will be saved into lead object of the Salesforce.

--->>What is a Lead?

Leads are people who are interested in your product and service. Converting leads to loyal customers will

provide success within a business.

[Link] many web to lead requests can you have in Salesforce?

The daily limit for Web-to-Lead requests is 500 per day. If your

organization exceeds its daily Web-to-Lead limit, the Default Lead

Creator receives an email containing the additional lead information.

[Link] is a case in salesforce?

Cases are the foundation of the Service Cloud and are used to track

customer issues and inquiries. Cases are typically used to track and

manage customer feedback, issues or questions. Cases can be created

by support representatives, from web forms on your website

(web-to-case), by customers themselves from the Customer Portal or

directly from emails (email-to-case). New cases can be assigned directly

to support agents, case teams or case queues using assignment rules.

Cases allow you to interact with customer easily by sending and

receiving email in one centralised location, replying with knowledge

articles or solutions and managing entitlements more efficiently.

[Link] is a Web to Case Form?

Web to case forms are used to gather customers requests directly from

company or organization website. Web to Case forms are similar to Web

to lead Forms. By using web to case forms we can generate 50, 000

cases per day automatically.

When Web to Case form is submitted [Link] runs field

validation rules before creating any record.

Rich text Area fields are not used in Web to Case forms because Rich

Text Area fields are not supported by [Link] for web to case

forms.

[Link] are queues in Salesforce?

1. Queues in salesforce are used to prioritize, distribute, assignand share

the workload among the team members who are sharing the workload.

2. Queues are like a placeholder/area in Salesforce CRM which is used to

store the records and users who are part of Queue can pick the record

and work.

3. Queues can be created for cases, leads, tasks, contact requests,

orders, service contracts, knowledge articles, and custom objects.

[Link] is public group?

[Link] group consists of set of Users. These are created to group

users who have different profiles.

--------->>> When they can be used: -

a. Public groups can be used in sharing rules to share the records.

b. They can be used salesforce knowledge.

c. They can be used in reports and dashboards folder to give access to

reports and dashboards present in them.

[Link] are the Assignment rules?

On lead and case objects we can create the Assignment rules. Whenever any record is submitted for

lead/case if specified condition in the Assignment rule satisfied based on that we can decide the owner of

the case/lead.

[Link] are Auto-Response Rules?

On lead and case objects we can create the Auto-Response Rules. Whenever any record is submitted for

lead/case if specified condition in the Auto-Response Rules satisfied based on that we can decide the email

format which should send as auto response.

[Link] are the Escalation rules?

On case object we can create Escalation rule. Based on the priority we can send escalation mails.

[Link] me about Field-Level Security?

In field level security, we control the user what to see, edit, delete of a

particular field in the object.

[Link] are Login Hours and Login IP Ranges?

---->> Login hours are set in an organization to restrict the user’s who

tries to login before or after login hours.

---->> IP ranges are used to restrict any login attempt is done from

unknown IP addresses.

[Link] is a User Record?

User records consist key information about the [Link], Email,

licence, Profile, Username ,etc.

[Link] is a Record Owner?

Record Ownership : The User or Queue who controls and have the right

to access a record.

Generally there are two types of Owners. They are

1. Users.

2. Queues.

78. What is Grant Access Using Hierarchies?

Say there are three roles

• Role A

• Role B

• Role C
Role A is higher in hierarchy, Role B is in middle and Role C is lower in

hierarchy

If the Role A user through Manual Sharing or Sharing Rules, shares the

record to Role C user who is in lower hierarchy, then the Role B user

who is above in hierarchy to Role C user can see the records, if we

enable Grant Access Using Hierarchies at sharing settings then Role B

user cannot see the record.

[Link] is 'Grant Account Login Access'?

If we enable 'Grant Account Login Access' for a user then we can see 'Log in' button on the detail page of

that user. By clicking on that 'Log in' button without giving that user's username and password we can log in.

80. How to provide security for Meta-Data files (Schema)?

Using Profiles and Permission Sets.

[Link] to provide security for the Records(Instance)?

1. Roles

2. OWD(Organigation Wide Defaults)

3. Sharing Rules.

4. Manual Sharing
5. Apex Managed sharing

6. View all.

7. Modify all.

8. View all data.

9. Modify all data.

82. In how many ways can we share a record?

Records can be shared in 5 types they are

1. Org Wide Defaults.

2. Role Hierarchy.

3. Sharing Rules.

- Manual Sharing.

- Criteria Based sharing.

- Apex managed sharing.

Role hierarchy:-

Whenever a user is added to a role, the user above the current user in

the hierarchy of roles will have access to reading the records and
inheriting the [Link] steps for role hierarchy: Go to

Setup → find manage users' → roles → set up roles → click on ‘add role’

→ provide name and click on save.

OWD:-

OWD(Organization-Wide Defaults) allows you to give permissions to the

organization-wide and to define baseline setting for the organization. It

is also helpful in defining the user’s accessibility level to the user where

a user can see other user’s records.

OWD settings /can be Public Read Only, Private, Public Read, and Write.

Follow the steps for OWD: Go to Setup → find the Security Controls →

click on ‘sharing settings’ → click on ‘Edit.

Sharing Rules.

Sharing Rules makes automatic exceptions to organization wide

defaults settings for particular users in an organization. Sharing rules

can be done by manual sharing, criteria based sharing and Apex

managed sharing.
Manual sharing:

Manual sharing is sharing a single record/file to a single user or group

of users through manual access.

We can see a button for manual sharing on the detail page of the record

and it can be seen only when the OWD setting is private.

Criteria based sharing rules:

If we want to share records based on conditions such as share records

with a group of users with the criteria of the country is India.

Follow the steps for criteria-based sharing rules: Go to Setup → security

controls → sharing settings → select the object and provide name and

conditions then click on save.

Apex sharing:

Sharing object is available for each and every object in Salesforce. For

example, the Account object’s share object is AccountShare.

By using Apex, if we want to share the records then we have to create a

record to the shared object.

[Link] are the different types of Sharing Rules in Salesforce and

explain them?

• Account sharing Rule.

• Contact Sharing Rule.

• Case Sharing Rule.

• Opportunity sharing Rule.

• Lead Sharing Rule.

• Custom Object sharing Rule.

[Link] we use sharing rules to restrict data access?

No, sharing rules cannot restrict data access.

85. Is it possible to create sharing rules for detail object?

No, we can create sharing rules for details objects because they don’t

have owner field.

[Link] can you change the setting “Grant Access Using Hierarchies”

for Standard Objects?

It is not possible, by default Grant Access Using Hierarchies options are

enabled for standard objects and they cannot be changed. For custom

objects we canchange “Grant Access Using Hierarchies“ settings .

[Link] many Number of accesses available in Organization Wide

Defaults and what are they?

We have 13 types of access in Organization default settings. They are

1. Private

2. Controlled by parent

3. Public Read Only.

4. Public Read/Write.

5. Public Read/Write/Transfer.

6. Public Full Access.

7. Use.

8. No Access.

9. View Only.
10. Hide Details.

11. Hide Details and Events.

12. Show Details.

13. Show Details and events.

[Link] are the different types of Relationships in SFDC?What are they?

They are four types of Relationships in [Link]. They are

1. Master-Detail relationship.

2. Look-up Relationship.

3. Many-to-Many Relationship.

4. External Relationship

[Link] convert master-detail to look-up and vice versa?

- You can convert a master-detail relationship to a lookup relationship as

long as no roll-up summary fields exist on the master object.

- You can convert a lookup relationship to a master-detail relationship,

but only if the lookup field in all records contains a value.

[Link] is LookUp Relationship?

A Lookup relationship involves finding value of a field based on the

value in another field in another object. It is mostly used in the case of

commonly shared data between two objects.

Lookup is a type of Salesforce relationship that connects two objects

together without affecting security and deletion properties. Creating an

intermediary relationship between objects is possible by adding lookup

relationships to standard, custom and external objects.

[Link] is a lookup relationship field?

It is the field in child object that has the relation with parent object. It

generally holds id of the parent object

[Link] is master-detail relation?

The Master Detail relationship is used when a user wants to manage the

display of detail records based on the value reflected in the master

record. As an example, in a courier company, it is always that the

delivery schedule is based on the delivery location.

[Link] b/w LookUp and Master-Detail Relationship?

Lookup relationship Master-detail relationship

Loosely coupled. Strongly coupled.

Roll-up summary field not available. Roll-up summary field is available..

Parent record is not required when creating a child Parent record is required in order to save a child

record. record.

Lookup fields are not required on the page layout of Master-detail field is always required on the page

the detail record but if you make them a required field, layout of the detail record (because of the point

it is advised! above).

Standard object record can be on the detail side of a

Standard object record cannot be a child.
custom object in a lookup relationship.

The parent controls the record ownership of child

records. The owner field is not available on the detail

By default record ownership of child records is not
record in master-detail relationship queues, sharing
controlled by the parent.
rules and manual sharing is not possible for detail

records as it requires the owner field.

You can have a child record without a parent. You cannot have a child record without a parent.

You can have a maximum of two master details on an

You can have a maximum of 40 lookups on an object.
object.

No cascade delete. Cascade delete.

94.. What is a “Self Relationship”?

Self Relationship is nothing but creating relationship between two same objects. This Self Relationship is a

Look-up Relationship to the same object.

95. What is Roll-up summary?

Roll-Up Summary field in salesforce calculates values from a set of

related records.

[Link] out the functions of Roll-up Summary field ?

• Count : It calculates the total number of related records.

• Sum : It totals the values of selected fields.

• Min : Displays lowest value.

• Max : Displays the highest value.

[Link] is Many-Many Relationship in Salesforce ?

• Many-Many Relationships between two objects can be created.

• Junction Object is used to create Many-Many Relationship.

• Junction object can also be called as Join Object.

• Junction Object links each objects in Many-Many Relationship.

[Link] is Junction Object?

A child object which is having master detail relationships with two

different parent object is called junction [Link] using Junction Object

we can achieve Many to Many relationship.​

Example:​

Object1: Department​

Object2: Project​

Child Object: Employee

• Field1: Department (Master Detail with Department )

• Field2: Project(Master Detail with Project)

Note: From the above example we can say Employee Object as Junction

Object.

99. Can we create Master Detail relationship on existing records?

Yes, It is possible to create Master-Detail Relationship on existing

record. First we have to create Look-Up relationship to a record then

convert it to master-Detail Relationship.

[Link] Administrator Limits for Developer Edition

01. Max number of Custom Fields - 500​

02. Max number of Custom Relationship Fields - 40​

03. Max number of Active Workflow Rules - 50​

04. Max number of Total Workflow Rules - 500​

05. Max number of Approval Processes - 500​

06. Max number of Active Lookup Filters - 5​

07. Max number of Active Validation Rules - 100​

08. Max number of VLOOKUP Functions - 10​

09. Max number of Sharing Rules (Both Owner and Criteria-based) - 300​

10. Max number of Sharing Rules (Criteria-based Only) - 50​

11. Max number of Custom Objects - 400​

12. Max number of User Licenses - 2​

13. Max number of Rollup Summary Fields - 25​

14. Max number of Custom App - 10​

15. Max number of Tabs - 100​

16. Max number of Master Details Relationship - 2​

17. Max number of Custom Report - 400​

18. Max number of File attachment - 2GB​

19. Max number of people you can add to chat - 10​

20. Max number of HTML - 5MB, PDF - 25MB, Word - 25MB, XLS - 5MB​

21. Max number of a custom logo - 20KB​

22. Max number of mass email to 5,000 external email addresses per day​

23. Max number of Active Flows - 500​

24. Max number of Code coverage - 30,00,000 characters​

25. Max number of Data storage - 20MB​

26. Max number of Record Limit - 5MB​

27. Max number of rows you can insert into a custom object is 2,000​

28. Max number of source report columns you can map to target fields is

100.​

29. Dynamic dashboards per org - 3​

30. Report builder preview shows a maximum of 20 rows for summary

and matrix reports and 50 rows for tabular.​

31. Reports display a maximum of 2,000 records.​

32. Summary and matrix reports display the first 2,000 groupings when
Show Details is disabled.​

33. Matrix reports display a maximum of 4,00,000 summarized values.​

34. Matrix reports display a maximum of 2,000 groupings in the vertical

axis when Show Details is disabled.​

35. Up to 5 metrics display in the Lightning Experience report header.​

36. In a joined report, each block can have up to 100 columns. A joined

report can have up to 5 blocks.​

37. You can add up to 10 custom summary formulas to each block in a

joined report.​

38. A joined report can have a total of 50 custom summary formulas.​

39. Each joined report can have up to 10 cross-block custom summary

formulas.​

40. When you filter on standard long text area fields, such as Description

or Solution Details, only the first 1000 characters of the field are

searched for matches in reports.​

41. Summary fields on tabular, summary, and matrix reports can display

up to 21-digits.​
42. Joined reports require that the new user interface theme is enabled.

Users without the new theme are unable to create, edit, or run joined

reports.​

43. Forecast reports include only opportunities that are set to close

within the forecast period, except those assigned to the Omitted

forecast category.​

44. A dashboard filter can have up to 50 options. By default, 10 options

are enabled. Contact Salesforce to extend your limit​

45. Each dashboard can have up to 20 components.​

46. A dashboard table or chart can display up to 20 photos.​

47. You must wait at least one minute between dashboard refreshes.​

48. You can add up to 1000 fields to each custom report type.​

49. The maximum number of rows you can insert into a custom object is

2,000.​

50. The maximum number of runs you can store is 200.​

51. The maximum number of source report columns you can map to

target fields is 100​

52. You can only add report charts from the enhanced page layout editor.

The mini console and the original page layout editor are not supported.​

53. On detail pages, users can refresh up to 100 report charts every 60

minutes.​

54. Your org can refresh up to 3,000 report charts every 60 minutes.​

55. Each report can include up to five bucket fields​

56. Each bucket field can contain up to 20 buckets.​

57. Each bucket can contain up to 20 values.​

58. Bucket fields are available for use only in the report where they’re

generated. To use a bucket in multiple reports, create the field for each

report, or create a separate formula field for the object that’s dependent

on the bucket.

[Link] case of Master-Detail relationship, on Update of master record

can we update the field of child record using workflow rule?

No
102. In case of Master-Detail relationship, on Update of child record can

we update the field of Parent record using workflow rule?

Yes, we can update the field of Parent record using workflow rule.

103.A custom object contains some records, now my requirement is to

create field in this object with master detail relationship.

No. we can no create master detail relationship first create look up

relationship and associate look fields for every parent record and then

convert this to Master detail relationship.

[Link] we create both master detail relationship and Look-Up

Relationship at a time?

Yes, we can create.

105. What will happen if we undelete the deleted Junction Object?

Master – Detail Relationship data types will be converted to look up

relationship data types.

[Link] it possible to delete junction – Object in case of Mater – Detail Relationship?

• If the parent objects don’t have Roll up Summary fields for the child

object then we can delete.

• To delete a child object it should not be referred in Apex Classes and

Apex Triggers.

• Later if we undelete the object, Master detail fields on the junction

objects will be converted to look up [Link]:

• If we delete only Master – Detail Relationship field from the child object

and undelete it from the Recycle Bin then it will be converted to look up

relationship.

• Parent Object we cannot delete because it will be referred in the child

object.

[Link] a junction object if we delete one of the parent record what will

happen to child records?

Child records will be get deleted which are related to Department as well

as Project.

[Link] CHILD RECORD BE A MASTER TO SOME OTHER OBJECT?

A child of one master detail relationship cannot be the parent of another.

[Link] WE CREATE A MASTER DETAIL ON STANDARD OBJECT?

No We Can’t Create Master detail relation to Standard Objects, by default

they are given Relations to each other.

[Link] IS SECURITY SHARING ON THE MASTER DETAIL RELATION?​

The security settings for the master record control the detail and sub

detail records.

[Link] CHILD RECORDS WHICH ARE DELETED WILL THEY GO TO

RECYCLEBIN?​

A: Deleting a detail record moves it to the Recycle Bin and leaves the

master record intact; deleting a master record also deletes related detail

and sub detail records. Undeleting a detail record restores it, and

Undeleting a master record also undeletes related detail and sub detail

records. However, if you delete a detail record and later, separately,

delete its master record, you cannot undelete the detail record, as it no

longer has a master record to relate to.

[Link] WE CREATE THE LOOKUP RELATION ON STANDARD

OBJECT?​

A: Yes
[Link] IS PRIMARY MASTER?

The first master-detail relationship you create on your junction object

becomes the primary relationship.

[Link] IS SECONDARY MASTER?

The second master-detail relationship you create on your junction object

becomes the secondary relationship.

[Link] IS IMPORTANCE OF PRIMARY MASTER?​

Look and feel: The junction object's detail and edit pages use the color

and any associated icon of the primary master object.

Record ownership: The junction object records inherit the value of the

Owner field from their associated primary master record. Because

objects on the detail side of a relationship do not have a visible Owner

field, this is only relevant if you later delete both master-detail

relationships on your junction object.​

Division: If your organization uses divisions to segment data, the

junction object records inherit their division from their associated

primary master record. Similar tothe record ownership, this is only

relevant if you later delete both master-detail relationships.