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The values available in the Stage picklist of opportunity can be limited by creating a Sales Process
for opportunity or from the picklists available for editing from any record type of opportunity.
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Specifying entry criteria is compulsory for:
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Workflow rule
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Approval process
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Both
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If multiple active approval processes exist on Account & an account record submitted for approval
meets the entry criteria of multiple approval processes, then it cannot be guaranteed which
approval process the record will enter
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Which of these can be cloned?
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Workflow rule
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Approval process
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Both of above
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Can attachments to Salesforce records be attached using the Apex Data Loader?
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The csv file would need to have these columns: the Salesforce ID of the
parent record to which the attachment should be attached. For example, Account record ID
0019000000CZYfN Name
The name with which this attachment should be saved in SFDC
(We can give any name, not necessary it should be the file name)
File Attachment1 IsPrivate
0 if the attachment is not private; 1 if it is private. OwnerId
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The csv file would need to have these columns: ParentId – the Salesforce ID of the
parent record to which the attachment should be attached. For example, Account record ID
0019000000CZYfN Name
The name with which this attachment should be saved in SFDC
(We can give any name, not necessary it should be the file name)
File Attachment1 IsPrivate
0 if the attachment is not private; 1 if it is private. OwnerId
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For which objects is field history tracking available & for which is it not available?
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Field history tracking is available for
Account, Leads, Contact, Opportunity, Cases, Contract, Solution, custom objects. It is not
available for
Activities, Campaign, Quotes, Product, Ideas, Asset, User
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Field history tracking is available for
Account, Leads, Contact, Opportunity, Cases, Users, Solution, custom objects. It is not
available for
Activities, Campaign, Quotes, Product, Ideas, Asset, Contract
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A custom text field on Account ‘Location’ has a validation rule
if(location__c == null || isblank(location__c), true, false)
This field has been removed from the Account page layout. So error for this field will not be given
when a new account record is being created.
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If a submitted record meets entry criteria of multiple approval processes, then which approval
process will it enter?
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A record created meets entry criteria of multiple workflow rules. Which of the workflow rules will
execute?
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If there is a custom validation rule on a custom object Position for the custom text field Location to
make sure that this field is not left blank, then what are the various ways of bypassing this
validation rule?
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Deactivate the validation rule
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Provide a value to this field in the before insert/update
trigger on the Location object if this field has been left blank.
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activate the validation rule
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For which objects quick create is available?
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Lead
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account
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contact
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forecast
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opportunity
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What are the drawbacks of quick create?
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The fields which are displayed in the quick create page layout (e.g.while creating a new
contact, if we use quick create to create a new account on the fly) can be
modified/selected/chosen by us & validation rules don’t fire (for the account which is created
quickly using quick create) which is a limitation of Salesforce.
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The fields which are displayed in the quick create page layout (e.g.while creating a new
contact, if we use quick create to create a new account on the fly) cannot be
modified/selected/chosen by us & validation rules don’t fire (for the account which is created
quickly using quick create) which is a limitation of Salesforce.
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With Sales Process many different Sales Processes can be created with different values
in the Stage picklist for each of them & they can be used interchangeably with any record type on
a plug-n-play basis. Otherwise the values in the Stage picklist would have to be tediously modified
each time if it were done using picklist available for editing for any record type.
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If any workflow rule is having a task of send email in which a particular user is a recipient of that
email, then that user can be deactivated only if the workflow rule is deactivated.
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Can a single permission set be assigned to users of different profiles
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Which objects are available while importing data using the import wizard?
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Lead
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Account
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Contact
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Solution
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Custom objects
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A UK user creates a task on a lead for an Indian user for 24/07/2012. The reminder for the task is
scheduled for13:00 on 24/07/2012.The difference between UK time & India time is 4.5 hours.
When the India user logs in, he will see the reminder scheduled for 13:00 or 17:30?
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The lead validation rules trigger only if this option is checked on Customize > Leads >
Settings ‘Enforce Validation and Triggers fromLead Convert
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If this option is unchecked on Customize > Leads > Settings, ‘Enforce Validation and Triggers from
Lead Convert’ then the validation rules and triggers of account, contact & opportunity are
bypassed but the validation rules and triggers of lead execute
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While creating record type specifying associated process is compulsory. So process has
to be created first.
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What are the advantages of using Chatter Desktop over using the in-app Chatter?
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With Chatter Desktop, no installed browser is required (like IE or Google Chrome or
Firefox) for accessing Chatter as it is a desktop application.
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Chatter Desktop can be configured to start automatically when the machine starts, so no time
waste logging into the SFDC environment
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An Apex Sharing Reason cannot be created on a custom object with the label ‘Manual Sharing’
because the in-built standard sharing reason provided by Salesforce has the same label, so it
would give error
“An Apex Sharing Reason with this name already exists”
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Using workflow rule field update action on a child object, any field of its parent can be given a
value.
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While converting a lead
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The update trigger of lead will fire
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The delete trigger of lead will fire
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Both update trigger & delete t rigger of lead will fire
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Neither update trigger nor delete trigger of lead will fire
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A lead can have more than one values in the lead status picklist with the ‘Converted’ checkbox
checked for them so that these values are available while converting the lead to be assigned to
the ‘Status’ picklist as the converted status
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Apex Scheduler code will execute first at the specified time. If the Apex Scheduler code
causes updation of any record then the triggers & workflow rules for that object will execute.
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From where would you add the Default Account Team?
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While creating a list view for opportunities if the filter chosen is “My Opportunity Teams” then this
list view will list these opportunities:
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Opportunities owned by that user even if that user is not a member of the Opportunity Teams of
those opportunities
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Only those opportunities owned by that user in which he is also a member of the Opportunity
Teams of those opportunities
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Opportunities owned by that user or any other user in which he is a member of the Opp
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If an opportunity team member is cloned (From the opportunity team related list of an opportunity
record by clicking on the team member name & then clicking on ‘Clone’), a new user record gets
created.
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On the user detail page, the checkbox for ‘Marketing User’ is unchecked. A user has to
be a Marketing User to be able to create a campaign.
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On the Campaign detail page, the ‘Campaign Members’ related list refers to the people:
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Files can be uploaded on Chatter from:
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Files tab is available:
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When the email ID of a user is changed then email with link to verify the change is sent to:
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Mass email can be sent to Leads, Contacts and Cases. This is achieved by: Clicking the
link ‘Mass Email Leads’ on the Leads tab. Clicking the link ‘Mass Email Contacts’ on the Contacts
tab. Clicking the link ‘Mass Email Cases’ on the Cases tab.
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How to find out if SFDC environment uses packages?
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Which of the following is not standard salesforce.com functionality?
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Email to lead
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Email to case
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Web to lead
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Web to case
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Which are the types of page layouts?
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While creating an approval process and assigning the next approver using the hierarchy
relationship field on user [Option’s exact name is “Automatically assign an approver using a
standard or custom hierarchy field”], which is the standard user field available?
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Which object allows creation of a hierarchical relationship with itself? (Data type: Hierarchy)
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How many maximum cross object formula fields are allowed in an object?
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What is the name of the default public group to which all users are added?
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All Internal Users
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All Users
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What levels of access can be granted using sharing rules?
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What levels of access can be granted using manual sharing?
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Read-Only
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Read/Write
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Full Access
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How many permission sets can you have in an organization?
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What are details of order of execution among validation rules, auto-response rules, assignment
rules, triggers, escalation rules, workflow rules etc.?
A. Custom validation rules are
executed like required field check validation rule. So in the before trigger you can assign value to
any such field which was left blank while creating the record & the custom validation rule won't
give error then.
B. System validation rules are executed like data type checking of the field values. So
error for text value in numeric field etc.
C. Before triggers execute.