1. Why do we use Tabs in Salesforce? Mention the types of Tabs.
Ans : In Salesforce.com, a list of tabs is placed in the Tab menu. Tabs are used to access an object’s data.
There are three types of tabs:
Custom tab
Visualforce tab
Web tab

 

2. What is Field Dependency?
Ans : In Salesforce, Field Dependencies are filters that will let the users modify their content and control the value of one field dependent on the value of another. There are two other fields in Field dependency which are.
Controlling Field.
Dependent field.

 

3. Mention various types of sharing rules in Salesforce?
Ans : There are a few sharing rules in Salesforce available which are as follows:
Account sharing Rule.
Case Sharing Rule.
Contact Sharing Rule.
Custom Object sharing Rule.
Lead Sharing Rule.
Opportunity sharing Rule.

 

4. List the characteristics and functions of a Roll-up Summary field.
Ans : Characteristics of a roll-up summary field:
It can be created for a Master-Detail relationship but not for a Lookup relationship.
Auto numbers are not available here.We cannot change the field type in a roll-up summary field.
It derives data from the Child object.
Functions of the roll-up summary field:
Count
Sum
Min
Max

 

5. What are the different kinds of Reports in Salesforce?
Ans: Different kinds of reports in Salesforce are:
Tabular Report: It is similar to a spreadsheet and is the simplest and fastest way to see data. Tabular reports are the best to create lists of records.
Summary Report: It is similar to a tabular report but allows users to group rows of data, view subtotals, and create charts.
Matrix Report: It is similar to a summary report, but it allows users to group and summarize data by both rows and columns.
Joined Report: Joined reports let us create multiple report blocks that provide different views of our data and each block acts as a subreport.

 

6. Mention the ways to share a record?
Ans : In Salesforce, there are 5 ways we can share records
Role Hierarchy.
Organization Wide Defaults.
Manual Sharing.
Criteria Based Sharing Rules.
Apex Sharing

 

7. Name the different Workflow components in Salesforce.com.
Ans : There are five workflow components in Salesforce.com:
Workflow Rules
Workflow Tasks
Workflow Email Alerts
Workflow Field Updates
Workflow Outbound Messages

 

8. What are the various types of relationships available in Salesforce?
Ans : These are the various relationship types in Salesforce that users can create. Which are:
Self-relationship
Lookup
Indirect lookup
External lookup
Many-to-many (junction object)
Hierarchical
Master-detail relationship

 

9. What are the limitations of a Time-dependent Workflow?
Ans : Limitations of a time-dependent workflow are as follows:
Time triggers do not support minutes or seconds.
Time triggers cannot reference when formula fields that include related-object merge fields.
We cannot add or remove a time trigger if:
The workflow rule is active
The workflow rule is included in the package

 

10. What is the Formula field?
Ans : A Formula field is a read-only field that is coupled with a formula or expression from which its value is calculated. With the corresponding modification in the formula or expression, the value of this type of field is immediately changed. This field can be created using both standard and custom objects.

 

11. What is Data Loader?
Ans : Salesforce Data Loader is a client application that allows you to import or export data in bulk. One can insert, update, remove, or export Salesforce records with this tool. Data Loader reads, extracts, and loads data from comma-separated values (CSV) files or a database connection for importing data. It creates CSV files for exporting data.

 

12. What is field-level security and how can it be controlled?
Ans : Field-level security helps control the accessibility of a user to a particular data field. Suppose, if an organization is providing a user with the access to see, edit, manipulate, or delete a data object specific to the user’s field of work, it can hide other data objects from the user.
To control the field-level security, we use to profile and permission sets. The attributes of profile and permission sets are mentioned below:
Profiles
Page layouts
IP ranges
Login hours
Desktop
Client access
Permission
App permissions
Record types
Tab settings
Assigned apps
Object permissions
Field-level security
Apex classes
Visualforce pages

 

13. Difference between profile and roles .

 

Role Profile The role helps in defining data visibility A profile sets the limit of what a user can do in the organization A role defines what user data a user can see based on hierarchy

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Profile defines permissions Defining role to a user is mandatory always Defining profile is not always mandatory Hence, Roles offer a feature to control access to records by impacting reports.

For example, filtering “My Teams”. Roles function if an organization’s security model (OWDs) is set to private. Profiles assist to decide record privileges i.e. assuming the User can observe the record, it concludes what the User can function, delete, edit, view on that record.

Most of the time it controls other system privileges like export data, mass email, and many more

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