Salesforce Interview Questions-Data Management Part-2

6. Can we avoid duplicates using apex data loader which we can do through import wizard?
No.

7. What is Bulk API?
The Bulk API is used to upload high volume of data (millions of records).
The Data Loader uses the SOAP-based Web Services API by default. To use the Bulk API instead, check “Bulk API” checkbox in apex data loader settings page.
When you check Bulk API checkbox, increases the batch (upto 10000 records) which is usually 200 in normal upload.
Hard delete bypasses the Recycle Bin, so deleted records do not consume storage space and there is no way to retrieve them.

8. What is difference between “Export” and “Export All” in apex data loader?
Export: It will fetch only active records from salesforce.
Export All: It will fetch active as well as records from recycle bin.

9. True or False: Users can mass transfer records to which they do not have read access?
False

10. What is DateTime format supported in .csv file for upload in salesforce?
YYYY-MM-DDThh:mm:ss.00Z

11. Is there is any option to specify time zone for uploading records in apex data loader?
Yes. Present in settings page of apex data loader.

12. When “Hard Delete” button will be enabled in apex data loader?
When you enable Bulk API setting in apex data loader.

Salesforce Interview Questions-Data Management Part-1

1. Is it necessary to define an explicit primary key in custom objects?
No. Every object has a standard field called id. There is no need to define an explicit primary key in custom objects. The standard id field can be used as primary key.

2. In which order, we upload data in salesforce for related objects?
When loading data into a salesforce application dependencies between objects determine the order in which objects are loaded. If there is a one-to-many relationship between A and B, the data for A should be loaded before the data for B.

3. What is Upsert and how external id are beneficial?
Upsert is an API function that combines insert and updates into a single call. Upsert uses an indexed custom field or external ID to determine whether to create a new object or update an existing object.

-If the external ID is not matched, then a new object is created
-If the external ID is matched once, then the existing object is updated
-If the external ID is matched multiple times, then an error is reported

Use Upsert when importing data to prevent the creation duplicates.

4. What is import wizard?
It is easy to use tool to load Accounts, Contacts, Leads, Solutions, or Custom Objects.

-Load 50,000 records or less.
-Prevent duplicates
-Doesn’t support all standard object but supports all custom object

5. Which is API based tool supported by Salesforce and what are its advantages?
Apex Data Loader

Advantages are:-

-Is a fully supported salesforce.com product.
-Supports import from CSV or export to CSV.
-Can be used to import or export more than 50,00 records.
-Supports loading from or exporting to a database via JDBC.
-Supports custom relationships for upsert.
-Can be run from command line.

Salesforce Interview Questions-Reports & Dashboards Part-2

6. What is a Custom Report Type?
Custom report types allow you to build a framework in the report wizard, from which users can create and customize reports. You build custom report types off of the relationships (master-detail and lookup) between objects so that you can:

• Choose which standard and custom objects to display to users creating and customizing reports
• Define the relationships between objects displayed to users creating and customizing reports
• Select which objects' fields can be used as columns in reports

Note that the visibility of custom report types in the report wizard is controlled by users' access to the objects in the report type.
You may define which related records from other objects are returned in report results by choosing a relationship to another object.
You can associate up to four objects to a custom report type.

7. What is difference between custom report types and standard report types?
Standard report types are report types which salesforce create itself when we create objects and relationship between them.
Custom report types allow admin to specify what all fields will be available to user while creating a report. Also its provide functionality to associate up to 4 objects.

8. How access to reports and dashboard is controlled in Salesforce?
Access to reports and dashboards are controlled by folder in which they are stored. If user has access to folder then they can run reports present in that folder.
In reports data displayed is as per running user's security access. Reports can be run on both standard and custom objects.
Reports data is always generated in real time. When a report is saved, reports configuration parameters are stored but the generated data is not stored.

9. What is analytical snapshot?
Analytical snapshot allows reports run at scheduled time to be stored as objects. Analytical snapshots are used to perform trend analysis. As an example if we want to view how monthly sales are growing, fields in a report with sales figure can be stored in a custom object every month using Analytical snapshot. Data in this custom object can then be used to perform trend analysis.
Analytical snapshot are available from the Data Management menu option. Source report in Analytical snapshot can be of the type Tabular or Summary.
Setup Analytical reports require a four step process

• Select source report
• Select custom object
• Map source report fields to custom object fields
• Schedule the frequency for taking the snapshots

10. What is dashboard?
Dashboards are graphical representation of reports. Dashboards can be generated for summary or matrix reports (and not for tabular reports). Dashboards display data as per last time report was run.
A dashboard can have upto 20 components.

11. Is it possible that data you see on dashboard and data you see on report after drilling down the report on dashboard are different?
Yes.
When a user views the drill-down report for a dashboard component, running user's access permissions determine what data is displayed on the drilldown report. Hence it is possible that data in the drill down report does not match the cumulative dashboard data.
Remember report runs based on current or logged in user and display real time data but dashboard store the information from reports when you refresh dashboard. In order to see real time data on dashboard, refresh the dashboard.
Also dashboard can run based on logged in user or specified user but reports always runs based on logged in user.

12. What are different chart types available for dashboards?

• Vertical column
• Horizontal bar
• Line
• Donut
• Funnel
• Pie

Funnel is used to show proportion of values against each other.
Pie is used to demonstrate proportion of single value against total.
Donut is used to demonstrate proportion of single value against total and also show the total value.

13. What are limitations of salesforce reports?

• Support for trend analysis in Salesforce is fairly limited.
• User Interface of Salesforce reports and dashboards is fixed. Salesforce does not support pixel perfect report.
• Salesforce reports do not support importing data from other sources
• When displaying objects and their children, Salesforce does not support reporting on objects that do not have any children.
• If an object has two different related lists, then Salesforce reporting does not support displaying both these related lists together.

Reports & Dashboards-Part 1

Salesforce Interview Questions-Reports & Dashboards Part-1

1. What are different types of reports?

• Tabular report. This is the most basic report. It displays just the row of records in a table like format with grand total. Tabular reports cannot be used for generating dashboards.
• Summary report. This is the most commonly type of report. It allows grouping of rows of data. It supports sorting and displaying subtotals. For example in a recruiting app, a summary report could be used to display open positions classified by department name.
• Matrix report. This is the most complex report format. Matrix report summarize information in a grid format. Matrix reports allows records to be grouped by both columns and rows.
• Joined Reports: Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.

2. What all reports can be used to generate dashboards?
Summary and Matrix reports

3. What all things are not supported in joined reports?
The following items aren’t supported in joined reports, and aren’t converted:

• Bucket fields
• Cross filters
• The Rows to Display filter

4. What are bucket fields?
Bucketing lets you quickly categorize report records without creating a formula or a custom field. For example, create a bucket field named Size based on the # Employees field. Then, create buckets that group records into “Large,” “Medium,” or “Small” ranges that you define. Bucket fields can be used like any other field to sort, filter, and group your report.
You can add up to five bucket fields per report, each with up to 20 buckets. Only numeric, picklist and text field can be used for bucketing. Other data types are not supported.

5. Can we create a formula type in reports?
Yes.
Formula are not available in tabular reports but available for other report types.
Formula can be only in number, currency and percent format.

                                                                                Reports & Dashboards-Part 2

Salesforce Interview Questions-Workflow & Approval Process Part-2

6. Difference between workflow rule and approval process?

Workflow	Approval
They are activated when a record is saved.	Approval process are triggered by explicitly clicking the "Submit for Approval" button.
Workflow consists of single step and different action	Approval process consists of multiple steps. Also different action is taken based upon whether the record is approved or rejected.

7. 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.

8. How we can achieve dynamic approval process like approve of position record should be user defined in hiring manager field of position?
It is possible through apex triggers because in standard approval process, you need to define approver while creating approval process.

9. Is it possible to skip steps in approval process?
Yes.
In processes that have steps that are optional depending on criteria, use the skip step feature.
To skip steps, use filter criteria or formula, then choose what should happen to records that do not meet the criteria. The options are:
- Approve Record (approves the request and performs all final approval actions).
- Go to Next Step (skips this step and goes to the next step).

10. Can we implement multilevel approval process in salesforce?
Yes. Define different steps in approval process.

11. Can we update parent record with workflow field update?
Yes, only if relationship is master detail. If it is look-up relationship, then it is not possible.

Salesforce Interview Questions-Workflow & Approval Process Part-1

1. What is workflow rule and Workflow actions?
Many of the tasks you normally assign, the emails you regularly send, and other record updates are part of your organization's standard processes. Instead of doing this work manually, you can configure workflow to do it automatically.
Workflow automates the following types of actions based on your organization's processes:

• Tasks—Assign a new task to a user, role, or record owner.
• Email Alerts—Send an email to one or more recipients you specify.
• Field Updates—Update the value of a field on a record.
• Outbound Messages—Send a secure, configurable API message (in XML format) to a designated listener.

Before adding new action you need to deactivate workflow rule and do the changes and then again activate it.

2. A workflow already exists on object. Now user want to add time dependent workflow action to it but not able to get an option to select time dependent action. What might be issue?
Evualation criteria is set to “created, and every time it’s edited”
3. What is queue?
A queue can hold a predefined set of objects and consists of a set of users. Any of the queue members can pick up tasks assigned to the queue. Users or Queues can be owners of records.
While adding queue members to queue, you can add users, public group, partner users, specify role of users etc.

4. What are approval process?
Salesforce supports wizard based easy to configure approval process. After an object is selected, the wizard guides the user through a step-by-step setup. Approval process is triggered when a user clicks on the "Submit for approval" button.
The approval process consists of the following steps -

• Process definition
• Initial submission actions
• Step definitions
• Final Rejection actions
• Final Approval actions

Final Recall actionsIn workflow rule,action is triggered when a record meets an evaluation criteria. Workflow rules definition does not impact existing records. Workflow rule gets applied to new record creation or edits.

5. Is it possible to create parallel approval process (ability for multiple user to approve or reject a record)?
Yes. Parallel approval process allows specifying (upto 25) multiple approvers. The approver setting could be set to unanimous, or first action. In unanimous parallel approval process, all approvers must approve a request, before it is considered as approved.

Next Blogs>>: Salesforce Interview Questions-Workflow & Approval Process Part-2

Refer Below Links for Salesforce Interview Questions

Validation Rules
Process Builder
Reports & Dashboards
Data Management
Sharing & Security
Salesforce Objects & Fields

Salesforce Interview Questions-Process Builder

1. What is process builder?
The Process Builder is a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly graphical representation of your process as you build it. The Process Builder’s simple and powerful design allows you to:

• Create your processes using a convenient layout with point-and-click efficiency.
• Create your whole process in one place rather than using multiple workflow rules.
• Create processes by collaborating with different teams in your business.
• Stop using Apex code to automate simple tasks.

Automated processes in the Process Builder are based on records and consist of:

• Criteria that determine when to execute action groups.
• Immediate and scheduled actions to execute when those criteria are met.

Any change that causes a record to match the criteria can automatically trigger the action group.
You can use the more powerful and flexible Process Builder to perform the same actions as workflow. The process builder doesn’t support outbound messages, but you can easily create one yourself with Apex. With the Process Builder, you can:

• Create a record
• Update any related record—not just the record or its parent
• Use a quick action to create a record, update a record, or log a call
• Launch a flow—you can’t schedule this action with workflow
• Send an email
• Post to Chatter
• Submit for approval

2. What should be the condition we need to specify in process builder to specify schedule actions?
Below are 2 conditions:

• Only when record is created
• When record is created or edited and while define criteria select the checkbox for below setting
  • Do you want to execute the actions only when specified changes are made to the record?

3. Is it possible to edit the process once it is activated?
No, You need to clone and while cloning you can create new process or create new version.

4. How to troubleshoot the errors if any issue comes in process builder?
Use the error messages that appear in the Process Builder and the emails you receive when a process fails to help solve problems that arise when you’re working with processes. When all else fails, look at the Apex debug logs for your processes.

• Identifying Errors in the Process Builder

The API names for criteria nodes and actions are created in the background. When you create or update processes, you might see error messages that reference those names to help you identify specifically where the problem occurred.

• Errors Received after a Process Starts Evaluating a Record

When a user performs an action that triggers a process (such as creating a record) and that process fails, the user sees a page with this error: “Workflow Action Failed to Trigger Flow.” In addition, the administrator who created the process receives an email with more details.

• Using Debug Logs to Troubleshoot Processes

Use debug logs to find detailed information about your running processes after they finish running. For example, if a process doesn’t seem to trigger when a record meets the process’s criteria, or if you want to understand the sequence of processes being executed.

5. What user permission is required to create edit and view process?
“Manage Force.com Flow” AND “View All Data” in profile.