Aug 10

Salesforce Lightning Interview Questions

Salesforce Lightning Interview Questions

In this post I am going to share Salesforce Lightning Interview Questions

What is Lightning?
Lightning is the collection of tools and technologies behind a significant upgrade to the Salesforce platform. Lightning includes:

  • Experience: A set of modern user interfaces optimized for speed. This includes the Lightning Experience, Salesforce1 Mobile app and template-based communities.
  • Lightning Component Framework: A JavaScript framework and set of standard components that allow you to build reusable components to customize the Lightning Experience, Salesforce1 Mobile app and template-based communities and build your own standalone apps.
  • Visual Building Tools: Drag-and-drop technologies for fast and easy app building & customizations. Use the Lightning App Builder to customize the Lightning Experience and Salesforce1 Mobile app. Use the Community Builder to customize template-based communities.
  • Lightning Exchange: A section of the AppExchange where you can find 70+ partner components to jumpstart your development.
  • Lightning Design System: Style guides and modern enterprise UX best practices to build pixel perfect apps that match the look and feel of the Lightning Experience and Salesforce1 Mobile app.

What are the tools included in lightning ?

  • Lightning Component Framework – Components and extensions that allow you to build reusable components, customize the Salesforce1 Mobile App, and build standalone apps.
  • Lightning App Builder – A new UI tool that lets you build apps lightning fast, using components provided by Salesforce and platform developers.
  • Lightning Connect – An integration tool that makes it easier for your Force.com app to consume data from any external source that conforms to the OData spec.
  • Lightning Process Builder – A UI tool for visualizing and creating automated business processes.
  • Lightning Schema Builder – A UI tool for viewing and creating objects, fields, and relationships.

What is Aura? Why do I see the aura: namespace in the code?

Aura is the open source technology that powers Lightning Components. The aura: namespace contains all of the basic building blocks for defining components and applications.

Is Lightning an MVC framework?

No, it’s a component-based framework.

What is difference between Visualforce Components and Lightning Components?

Visualforce components are page-centric and most of the work is done on the server. Lightning is designed from the component up, rather than having the concept of a page as its fundamental unit. Lightning Components are client-side centric, which makes them more dynamic and mobile-friendly.

Where we can display lightning component?

There are a number of possibilities for display lightning component..

  •  Lightning Experience: We can display component in the Lightning Experience using the App Builder. We can edit the home page, edit a record detail page or create/edit a new app page to include it.
  •  Salesforce1 Mobile app: We can display component in the Salesforce1 Mobile app by creating a custom Lightning tab that references it and adding that tab in mobile navigation.
  • Standalone Lightning app: By create a standalone Lightning app (e.g. myapp.app) and include component in this app. Access Lightning app by URL.
  • Add Apps to the Lightning Experience App Launcher: Your Lightning Components apps and custom tabs are available from the App Launcher.
  • Add Apps to Lightning Experience and Salesforce App Navigation:  You can add Lightning components tabs to an app and they display as items in the app’s navigation bar.
  • Lightning App Builder and Community Builder : We can display component in template-based (e.g. Napili) community using the Community Builder. Build custom user interfaces using your own Lightning components, or those you install from AppExchange, for desktop and mobile devices.
  • Add Lightning Components to Lightning Pages: A Lightning Page is a custom layout that lets you design pages for use in the Salesforce mobile app or in Lightning Experience. You can use a Lightning Page to create an app home page and add your favorite Lightning component, such as the Expenses app we’ll be creating in this module, to it.
  • Add Lightning Components to Lightning Experience Record Pages: You can customize Lightning Experience record pages by adding a Lightning Component.
  • Launch a Lightning Component as a Quick Action: Create actions using a Lightning component, and then add the action to an object’s page layout to make it instantly accessible from a record page.
  • Create Stand-Alone Apps: A standalone app comprises components that use your Salesforce data and can be used independently from the standard Salesforce environment.
  • Run Lightning Components Apps Inside Visualforce Pages: Add Lightning components to your Visualforce pages to combine features you’ve built using both solutions. Implement new functionality using Lightning components and then use it with existing Visualforce pages.
  • Run Lightning Components Apps on Other Platforms with Lightning Out: Lightning Out is a feature that extends Lightning apps. It acts as a bridge to surface Lightning components in any remote web container. This means you can use your Lightning components inside of an external site (for example, Sharepoint or SAP), or even elsewhere on the platform such as on Heroku.
  • Customize Flow Screens: Create a flow to guide your users through a business process. By default, you can add simple fields like inputs or radio buttons to a flow screen. But with a custom Lightning component, you can fully customize the look-and-feel and functionality of your screen.

What are the different Lightning component bundles?

  • Component :UI for lightning component
  • Controller: Contains client-side controller methods to handle events in the component.
  • Helper: JavaScript functions that can be called from any JavaScript code in a component’s bundle
  • Style: Contains styles for the component.
  • Document: A description, sample code, and one or multiple references to example components
  • Design: File required for components used in Lightning App Builder, Lightning pages, or Community Builder.
  • SVG: Custom icon resource for components used in the Lightning App Builder or Community Builder.
  • Renderer: Client-side renderer to override default rendering for a component.

Click Here for official Salesforce documentation.

What is Lightning Experience?

Lightning Experience is the name for the all new Salesforce desktop app, with new features, built with a modern user interface and optimized for speed.

What is Lightning Design System?

Style guides and modern enterprise UX best practices to build pixel perfect apps that match the look and feel of the Lightning Experience and Salesforce1 Mobile app. Click Here for official link.

What happens to my existing Visualforce Pages?

They’ll continue to be supported in the current UI and Lightning Experience. See the Trailhead module on this topic.

What are the type of events into Salesforce Lightning component?

  • Application Event – Scope of this event is throughout the lightning App and any component which has registered for this event would get a notification.
  • Component Event– Scope of this event is within itself or the parent component of this event, all the components declared within the parent component would get notified of this event.
  • System Event- these are the events fired by Salesforce’s system during the lifecycle of the lightning app.

Which interface we are supposed to implement so that a lightning component can be used as a Tab?

We need to implement the following “force:appHostable” so that we can use the component as a Tab.

Which interface we are supposed to implement so that a lightning component can be used as quick action?

We need to implement the following “force: lightningQuickAction” so that we can use the component as a Quick Action.

Can we Include One Lightning component to another ?

Yes we can include one Lightning component inside another Lightning component

 

Please refer to below links for more detail about lightning:

Lightning FAQ

Lightning Design System

Lightning Experience Rollout Specialist

Lightning Component Framework Specialist

Lightning Experience Specialist

Lightning Components Developer Guide

 

Permanent link to this article: http://www.sfdcpoint.com/salesforce/salesforce-lightning-interview-questions/

Jan 20

Salesforce Certified Community Cloud Consultant Exam

Salesforce Certified Community Cloud Consultant Exam Tips

How to pass Salesforce Certified Community Cloud Consultant Exam

My Experience

Salesforce Certified Community Cloud Consultant Exam is part of architect journey. But this is optional exam. But I will strongly recommend everyone to appear for his exam if you want to be Salesforce Certified Technical Architect(CTA). Communities management is very important topic from business prospective.

Credential Overview

The Salesforce Certified Community Cloud Consultant credential is designed for those who have experience implementing and consulting on the Salesforce Communities applications in a customer-facing role. Candidates should also be able to troubleshoot and solve platform issues.

Here are some examples of the concepts you should understand to pass the exam:

  • Enable, create, configure, manage membership, and deploy communities
  • Differentiate between the capabilities of different license types
  • Configure the community management console
  • Describe the infrastructure of communities
  • Employ build options

The Salesforce Certified Community Cloud Consultant candidate has the experience, skills, knowledge, and ability to:

  • Enable, Create, Configure, Manage Membership, and Deploy Communities.
  • Employ architecture design options.
  • Configure the community management console.
  • Describe the infrastructure of communities.
  • Employ build options.
  • Describe the capabilities of different deployment types.
  • Differentiate between the capabilities of different license types.
  • Exercise the capabilities of the Community Workspaces (Dashboards, Recommendations, Reputation, Moderation, Insights, Topics, etc.).
  • Exercise the capabilities of the Community Builder and Visualforce (Modify templates, Create new pages, Add / Remove Components, Custom Objects, Custom navigation, Branding, Articles/Knowledge).
  • Implement the appropriate security model for a given use case (Sharing & Users, Person Accounts, Profiles, etc.).
  • Determine if a community is SEO-enabled.
  • Employ fundamental best practices for adoption and engagement.
  • Invest time in studying the resources listed in this Exam Guide and the additional required study materials provided by Salesforce.

Official Study Materials

Official Exam page
Official Exam Guide contains full exam outline
free self-directed resource guides which contains all important links

Important Topics

Expand Your Reach with Communities Trail
Salesforce Communities Overview
My Domain
Communities User Licenses
How to share files in Chatter across communities
Grant Super User Access to Customer Users in Your Community
Share Records Owned By High-Volume Community Users
Grant High-Volume Community Users Access to Records Important
Using Templates to Build Communities
Communities Containers: Options for Building Salesforce Communities
Access Communities in the Salesforce App
Add Authenticated Site.com Pages to Community Tabs
How to Provision Salesforce Communities Users
salesforceben blog Quiz
salesforceben blog guide
proprofs quiz
automationchampion blog

Good Luck for exam :)

Permanent link to this article: http://www.sfdcpoint.com/salesforce/salesforce-certified-community-cloud-consultant-exam/

Dec 25

Salesforce Certified Mobile Solutions Architecture Designer Exam

Salesforce Certified Mobile Solutions Architecture Designer Exam Tips

How to pass Salesforce Certified Mobile Solutions Architecture Designer Exam

My Experience

This is one of easier exam from all architect exam. This is optional from Architect journey. I did not had any previous experience in building mobile app. But I had experience in using and customizing Salesforce 1 mobile app(Now its Salesforce App). I had never used Mobile SDK. So i decided to go through trailhead modules which were very helpful in understanding concept. I strongly recommend Develop with Mobile SDK trail if you do not have previous experience in using Mobile SDK. This trail will cover 50% of exam.

Credential Overview

The Salesforce Certified Mobile Solutions Architecture Designer credential is designed for those who assess the architecture environment and requirements and design and implement sound and scalable mobile solutions on the Force.com platform that meet those requirements. Candidates should have experience communicating solutions and design trade-offs to businesses and IT stakeholders.

Here are some examples of the concepts you should understand to pass the exam:

  • Describing the differences between Salesforce1, Native, HTML5 and Hybrid mobile architectures
  • Defining how a customer can choose between Salesforce1 solution and a Customer Mobile Solution
  • Understanding the Salesforce1 app and its configuration/customization options
  • Describing how mobile solution capabilities can be enhanced via connected devices (e.g., Wearables, iBeacons)

Official Study Materials

Official Exam page
Official Exam Guide contains full exam outline
free self-directed resource guides which contains all important links

Important Topics

Native, HTML5, or Hybrid: Understanding Your Mobile Application Development Options
Multi-Device Strategy
Develop with Mobile SDK Trail
Visualforce Mobile
Developing Offline Apps with Salesforce Mobile Services
Building Beautiful Apps With the Salesforce Mobile SDK
Mobile SDK Development Guide
Customize Your My Domain Login Page with Your Brand
MAR 20, 2014 BY STUART LEUNG 5 Ways the Internet of Things Will Make Marketing Smarter
Salesforce Wear Developer Pack
Salesforce Mobile App Security Guide
Salesforce Mobile Push Notifications Implementation Guide
Work Offline with the Salesforce App
Using SmartStore to Securely Store Offline Data

Good Luck for exam :)

Permanent link to this article: http://www.sfdcpoint.com/salesforce/salesforce-certified-mobile-solutions-architecture-designer-exam/

Permanent link to this article: http://www.sfdcpoint.com/salesforce/get-started-with-salesforce-dx/

Nov 22

Salesforce Certified Identity and Access Management Designer Exam

Salesforce Certified Identity and Access Management Designer Exam Tips

How to pass Salesforce Certified Identity and Access Management Designer Exam

My Experience

This was my fifth architect exam. I was searching online for this exam. In every post it was written that this is toughest exam from all architect exam. I too agree with all other posts that this is tougher as compare to other architect exam. Some of my friends also failed in this exam in first attempt. But still with good preparation you can crack this exam. Luckily and Credits to salesforce documentation I passed this exam in first attempt with very good score. I studied almost all links mentioned in resource guides. I will cover important topics at end of this post. My advice: Don’t get scared by this exam. Study all important topics, you can crack this exam easily.

Credential Overview

The Salesforce Certified Identity and Access Management Designer credential is designed for those who assess the architecture environment and requirements and design sound, scalable and high-performing solutions on the Force.com platform that meet the Single Sign-on (SSO) requirements. Candidates should have experience communicating solutions and design trade-offs to businesses and IT stakeholders.

Here are some examples of the concepts you should understand to pass the exam:

  • Understanding Configuration requirements of delegated authentication
  • Understanding configuration requirements of SAML
  • Knowledge of when to use IDP initiated vs. service provider initiated
  • Describing provisioning and de-provisioning related to SAML, Oauth, and OpenID Connect

Official Study Materials

Official Exam page
Official Exam Guide contains full exam outline
free self-directed resource guides which contains all important links

Important Topics

Trailhead
Create a Connected App
Digging Deeper into OAuth 2.0 in Salesforce
Enabling Single Sign-On with the Force.com Platform
Identity Provider Values
Salesforce Communities Licenses
Configure a Salesforce Authentication Provider
Best Practices and Tips for Implementing Single Sign-On
Single Sign-On with SAML on Force.com
My Domain
Scope Parameter Values
Single Sign-On
Inside OpenID Connect on Force.com
Configure SSO Across Multiple Salesforce Orgs
Secure Coding Single Sign On
Modify Session Security Settings
Configure SSO to Salesforce Using Microsoft Active Directory Federation Services as the Identity Provider
Setting Up the App Launcher (Salesforce Classic)
Social Single Sign-On with OpenID Connect
Configuring SSO for Mobile and Desktop Apps Using SAML and OAuth
Social Single Sign-On with OpenID Connect
OAuth Authentication
SAML Single Sign-On for Canvas Apps
Configuring SAML SSO for a Canvas App
Two-Factor Authentication
Seamless Authentication with Force.com Canvas
Customizing User Authentication with Login Flows
Deploying Single Sign-On and Identity for Employees, Customers, and Partners
How to Provision Salesforce Communities Users
About Just-in-Time Provisioning for SAML
Integrating Active Directory with Salesforce using Identity Connect
Salesforce memo Blog
Quizlet
alwaysablezard blog

Good Luck for exam :)

Permanent link to this article: http://www.sfdcpoint.com/salesforce/salesforce-certified-identity-and-access-management-designer-exam/

Oct 14

Salesforce Certified Development Lifecycle and Deployment Designer Exam

Salesforce Certified Development Lifecycle and Deployment Designer Exam Tips

Salesforce Certified Development Lifecycle and Deployment Designer Exam

My Experience

This was my third architect exam. I will rate this one also easier to crack. Most of people who are working in Salesforce development get chance to practically work in most of topics which are required for this exam. It requires good knowledge about development & deployment lifecycle and all tools which are required for development & deployment. I had used most of tools and features in my project. So it was easy for me. But if you have not worked on it, don’t worry this exam preparation will be good opportunity for you to learn so many good things. Go through all topics mentioned in resource guides. I will list down most important topics at end of this post.One more important point to mention that most of questions in this exam were scenario based.

Credential Overview

The Salesforce Certified Development Lifecycle and Deployment Designer credential is designed for those who assess their architecture environment and requirements and then implement management solutions on the Force.com platform that meet those requirements. Candidates should have experience communicating solutions and design trade-offs to businesses and IT stakeholders.

Here are some examples of the concepts you should understand to pass the exam:

  • Experience with project and development lifecycle methodologies
  • Experience providing requirements traceability through the project’s lifecycle
  • Awareness of Salesforce and third-party application development lifecycle tools
  • Understanding test plan design and evaluating effectiveness

The Salesforce Certified Development Lifecycle and Deployment Designer candidate has the experience, skills, knowledge, and ability to:

  • Communicate development methodologies and trade-offs.
  • Provide alternatives to development methodologies.
  • Ensure Governance through change management and release management.
  • Ensure Governance in environment management.
  • Develop and execute effective deployment strategies.
  • Use technical tools to execute deployment strategies and environmental approaches.
  • Describe the capabilities and characteristics of metadata API.
  • Describe the capabilities and constraints of the tools available for accessing the Metadata API (Force.com Migration Tool, Force.com IDE, and Change Sets).
  • Describe source control and continuous integration, how they are used, and when they should be recommended.
  • Utilize testing methodologies.
  • Describe strategies to restore and back up.
  • Understand deployment KPIs.
  • Follow Salesforce release schedules and know how they may impact deployments and projects.

A candidate for this exam will likely need assistance with:

  • Environment configuration.
  • Code development.
  • Test execution.
  • Code migration.
  • Configuring continuous integration/development architectures.
  • Setting up a governance process.

Study Materials

Official Exam page
Official Exam Guide contains full exam outline
Free self-directed resource guides which contains all important links

Important Topics

Development Lifecycle Guide
An Introduction to Environments
Application Lifecycle Management Trailhead
Fifteen Things to Consider Before Your Next Data Migration
A Guide to Application Performance Profiling in Force.com
9 Steps to Effective Change Management
Change Management Trailhead
Change Sets
Sandbox Setup Considerations
Change Sets Best Practices
Force.com IDE
Understanding Metadata API
Bestpractices:Continuous Integration Techniques
Agile Development Through Salesforce

Good Luck for exam :)

Permanent link to this article: http://www.sfdcpoint.com/salesforce/salesforce-certified-development-lifecycle-and-deployment-designer-exam/

Oct 07

Salesforce Certified Integration Architecture Designer Exam

Salesforce Certified Integration Architecture Designer Exam Tips

How to pass Salesforce Certified Integration Architecture Designer Exam

My Experience

This exam sounds difficult. But in my experience this is easy exam. Out of all architect exam, I scored maximum in this exam. If you have worked on 2-3 integration projects and you have good hands-on experience in integration, then 1 week of study is enough for this exam. Like all other architect exam, I went through all links in free self-directed resource guides. Some of topics are repeated, so you can skip those topics. This one was 4th architect exam for me, So I was very confident for this exam. When I submitted exam, I was sure that I will pass this exam.

Credential Overview

The Salesforce Certified Integration Architecture Designer credential is designed for those who assess the architecture environment and requirements and design sound and scalable technical solutions on the Force.com platform that meet end-to-end integration requirements. Candidates should have experience communicating solutions and design trade-offs to business stakeholders.

Here are some examples of the concepts you should understand to pass the exam:

  • Held a technical architect role on multiple complex deployments or gained equivalent knowledge through participation and exposure to these types of projects
  • Thorough understanding of Web Services in general and SOAP and REST specifically; understands the basic workings of HTTP/S
  • Understand the different Force.com APIs and is able to design solutions using the appropriate API
  • Understand data migration considerations, design trade-offs, and common ETL tools
  • Experience with common integration patterns used on the Force.com Platform
  • Understand patterns/mechanisms to secure integrations such as TLS for HTTP

Official Study Materials

Official Exam page
Official Exam Guide contains full exam outline
Free self-directed resource guides which contains all important links

Important Topics

Integrating with the Force.com Platform
Integration Architecture for the Salesforce Platform
Salesforce Developer Limits and Allocations
An Introduction to Salesforce to Salesforce
Integration Patterns and Practices
Which API Do I Use?
Salesforce APIs – What They Are & When to Use Them
Canvas Developer Guide
Plan Bulk Data Loads
Integration patterns and practices

Good Luck for exam :)

Permanent link to this article: http://www.sfdcpoint.com/salesforce/salesforce-certified-integration-architecture-designer-exam/

Sep 30

Salesforce Certified Data Architecture and Management Designer Exam

Salesforce Certified Data Architecture and Management Designer Exam Tips

How to pass Salesforce Certified Data Architecture and Management Designer Exam

My Experience

This exam was 2nd architect exam for me. Its not that much easy if we compare it with Sharing and Visibility Exam. But if you do good preparation and study all topics mentioned in resource guides, then you can easily crack it. Good understanding of data and security/sharing model in an LDV (large data volume) environment and best practices around LDV migration are required for preparing for the exam. Following are most important topics:

  • Large Data Volumes (LDV)
  • Skinny Tables
  • Indexes
  • Data Loading(LDV)
  • Data Quality

Credential Overview

All this is copied from official certification page and guide.

The Salesforce Certified Data Architecture and Management Designer credential is designed for those who assess the architecture environment and requirements and design sound, scalable, and high-performing solutions on the Force.com platform as it pertains to enterprise data management.

Here are some examples of the concepts you should understand to pass the exam:

  • Aware of platform-specific design patterns and key limits
  • Understand large data volume considerations, risks, and mitigation strategies
  • Understand LDV considerations with communities
  • Ability to design a data and sharing model that supports an LDV environment
  • Understand data movement best practices in an LDV environment
  • Understand strategies to build an optimized and high-performing solution

The Salesforce Certified Data Architecture and Management Designer candidate has the experience, skills, and knowledge of:

  • Data modeling/Database Design
    • Custom fields, master detail, lookup relationships
    • Client requirements and mapping to database requirements
  • Standard object structure for sales and service cloud
    • Making best use of Salesforce standard and big objects
  • Association between standard objects and Salesforce license types
  • Large Data Volume considerations
    • Indexing, LDV migrations, performance
  • Salesforce Platform declarative and programming concepts
  • Scripting using those tools (Data loader, ETL platforms)
  • Data Stewardship
  • Data Quality Skills (concerned with clean data)

Official Study Materials

Official Exam page
Official Exam Guide contains full exam outline
Free self-directed resource guides which contains all important links

Important Topics

Best Practices for Deployments with Large Data Volumes
The Salesforce Bulk API – Maximizing Parallelism and Throughput Performance When Integrating or Loading Large Data Volumes
6 steps toward top data quality
PK Chunking Header
The Force.com Multitenant Architecture
Long- and Short-Term Approaches for Tuning Force.com Performance
Salesforce Backup and Restore Essentials Part 1 (Study all 4 parts)
Use PK Chunking to Extract Large Data Sets from Salesforce
Extreme Force.com Data Loading, Part 1 (Study all parts)
Working with Very Large SOQL Queries
Force.com Query Optimizer Secrets
Architect Salesforce Record Ownership Skew for Peak Performance

Other Links:
Quizlet
salesforcememo blog link

Good Luck for exam :)

Permanent link to this article: http://www.sfdcpoint.com/salesforce/salesforce-certified-data-architecture-and-management-designer-exam/

Sep 30

Salesforce Certified Sharing and Visibility Designer Exam

Salesforce Certified Sharing and Visibility Designer Exam Tips

How to pass Salesforce Certified Integration Architecture Designer Exam

My Experience

This is one of easiest exam from all architect exam.  I believe it should be easy for everyone who has good knowledge about salesforce security model. Salesforce Security is fundamentals of Salesforce platform. Everyone who starts learning salesforce always learns Salesforce security. Exam had mix of questions. Most of questions were scenario based. 10-20% question were very tricky and required good understanding of basic concepts. Exam was little bit lengthy. So time management is very important. This was 1st architect exam for me. So I studied for 2 weeks. When I submitted exam, I was not 100 % sure if I will pass or not(1st architect exam is always a fear). But I scored very well in exam. Following are basic topics that you should know:

  • Profiles & Permission Sets
  • OWD
  • Role Hierarchy
  • Sharing Rules
  • Apex Managed Sharing
  • Record Locking related issues
  • Territory Management
  • Communities
  • Account & Opportunity Teams
  • Salesforce licenses

Credential Overview

All this is copied from official certification page and guide.

The Salesforce Certified Sharing and Visibility Designer credential is designed for those who assess the architecture environment and requirements and design sound, scalable, and high-performing technical solutions on the Force.com platform that meet sharing and visibility security requirements. Candidates should have experience communicating solutions and design trade-offs to businesses and IT stakeholders.

Here are some examples of the concepts you should understand to pass the exam:

  • Creation of criteria based and ownership based sharing rules
  • Understanding org wide defaults
  • Understanding different types of licenses
  • Describing the fundamental concepts around role hierarchy

The Salesforce Certified Sharing and Visibility Designer candidate has the experience, skills, knowledge, and ability to:

  • Describe the usage and implementation of sharing rules, both criteria based and ownership based.
  • Architect the appropriate object relationships given a scenario.
  • Articulate how Org-Wide defaults may impact a security model.
  • Articulate how different Salesforce license types may impact a security & sharing model.
  • Describe how the Role Hierarchy may impact the decisions made when designing a security model.
  • Describe how Profile configuration may impact a security and sharing model.
  • Describe the fundamental concepts around role hierarchy, apex sharing etc. to different levels of audience.
  • Articulate different security capabilities with respect to record visibility, CRUD based security, record level access and the differences between the three.
  • Describe the limits of declarative capabilities and when a more custom security solution is required with associated risks and limitations.
  • Articulate what Apex Sharing is and when it should be used.
  • Articulate the security implications of using Dashboards, Apex run as an Administrator, VisualForce pages or other “run in context” tools to expose aggregate data.
  • Identify and mitigate performance and scalability concerns for a recommended solution.
  • Develop a test process to validate a security model.
  • Articulate use cases for complex sharing such as territory management or account teams should be used.

A candidate for this exam will likely need assistance with the following:

  • Designing and implement a tokenization strategy.
  • Identifying off platform data security considerations.
  • Determining non-core platform data security considerations (E.g. AppExchange) and other Salesforce products (E.g. Heroku).
  • Describing how specific security constructs work (E.g. SSL, RSA).
  • Identifying common use-cases for requirements gathering.
  • Determining performance issues and scalability of large data sets with sharing.
  • Determining what types of sharing are impacted in an LDV scenario.
  • Determining security requirements around certain kinds of data: PCI, PII, HIPPA, etc.
  • Articulating security concepts such as Least Privilege, Defense in Depth, and Failure Securely.
  • Implementing project and development lifecycle methodologies.
  • Defining identity management and SSO architecture.

Study Materials

Official Exam page
Official Exam Guide contains full exam outline
Free self-directed resource guides which contains all important links

Important Topics

Record-Level Access: Under the Hood
An Overview of Force.com Security
Enterprise Territory Management
Strengthen Your Data’s Security with Shield Platform Encryption
Managing Lookup Skew in Salesforce to Avoid Record Lock Exceptions
Apex Managed Sharing
Designing Record Access for Enterprise Scale
Behind the Scenes of Record Ownership in Salesforce
Locking Down Record Access in Salesforce
Storing Sensitive Data
Without Sharing: Best practices
Salesforce Group Membership Sharing for Peak Performance
Reducing Lock Contention by Avoiding Account Data Skew

Other Links:
Quizlet
salesforcememo blog link

Good Luck for exam :)

Permanent link to this article: http://www.sfdcpoint.com/salesforce/salesforce-certified-sharing-and-visibility-designer-exam/

Aug 11

Step by Step Guide for using Salesforce Command Line Interface Data Loader

In this article, I will cover a step by step guide for using Salesforce Command Line Interface Data Loader:

So first of all what is Command Line Interface Data Loader, and why should we use it from Command Line when there is already a visual user interface provided? Well, the answer is:

  • You can automate the data loading process using the CLI data loader. Suppose you want some data from your org to be extracted every night.
  • You may want a CSV file which is kept at a particular location on a machine, to be uploaded into an org at a fixed time.

 

NOTE: The CLI data loader functionality is only available for Windows Operating System. 

 

Prerequisites for using CLI Data Loader:

  1. First of all, make sure you have the Admin rights on the machine.
  2. Then, download the data loader setup file on the machine by going into Salesforce environment Setup –> Data Management –> Data Loader. Choose the option “Download Data Loader for Windows“. It will download the latest version of data loader setup file. Install it by following the setup wizard.
  3. Also, you need to have the required version of JRE (Java Run Time Environment). Go to step a and b only if you don’t have the JRE already on the system, otherwise only check step c.
    1.  Download the latest JRE version from Oracle site downloads page.
    2. Install the downloaded JRE file.
    3. Setup the environment variables and then check the installation by following the steps given by Mr. Arun on this link: Setup Environment Variables Java

 

Before going to further steps:

  • Validate your data loader directory looks like below screenshot.
  • Make sure that you validate the JRE installation and version by hitting Java -version command on your Command Prompt Window as shown in the screenshot below.
data loader directory structure

data loader directory structure

 

Check JRE Installation and Path

 

All Looks good? Yes? Okay, let’s start step by step on how to use Salesforce CLI Data Loader now:

Step 1: Prepare your key for encrypting the password of your org:

  • Open the command prompt window, and navigate to the bin folder of data loader directory (steps shown in screenshot below). We need to navigate to bin location, because encrypt.bat and process.bat both files exists here at this location.
  • Use the command encrypt.bat -g anyKeyTextOfYourChoiceYou can use any text you want to use as an Encryption key. In my screenshot, I have used myKey, but you can use any of your choice.
  • Once you will hit enter, it will show you the encrypted version of your text. Copy that value (highlighted in screenshot), and save it in a .txt file and save the file at some proper location on your machine. It will be used in further steps. I have saved mine at “D:\data loader files\encryptionKey.txt” location.
Prepare the encryption key

Prepare the encryption key

 

Step 2: Encrypt your Salesforce environment password by using the encrypted key prepared above.

  • On the same Command Prompt Window, use the command encrypt.bat -e <yourOrgPassword> <location of the txt file with encrypted key>
  • Our command was like: encrypt.bat -e nitish$0413 “D:\data loader files\encryptionKey.txt”. 
  • Copy the encrypted value of your password, we will use in further steps when creating process-conf.XML file.

 

Step 3: Create the mapping file and save it in .sdl format

  • You need to create the mapping file by putting the CSV file header name on left side and Salesforce API name on right side.
  • Save the file in .sdl format on your machine.
  • If there are multiple fields and complex mapping, you can also take help of Dataloader field mapping UI, and save the mapping file from there instead of creating everything manually.

Note: Make sure that API Name of fields should be exactly as in Salesforce. The API names are on the right-hand side of the = character in the mapping file. Capital and Small letters also make a difference and you may face issues. 


#Mapping values created by Nitish on 11th Aug
NAME=Name
INDUSTRY=Industry
NUMBEROFEMPLOYEES=NumberOfEmployees

Here is the screenshot of our CSV file which we are gonna upload:

CSV File Screenshot

CSV File Screenshot

 

Step 4: Prepare the process-conf.XML file according to our requirements

  • One sample process-conf.XML file has already been given in the data-loader directory Samples folder.
  • Copy that sample file and paste in the location at D drive, where we stored the encryptionKey.txt file as well.
  • Keep all other files like mapping file, data files at the same location, which is “D:\data loader files”.
  • Edit the process-conf.XML file now and change the contents of the file as given below. This file contains the information and specifications about all the operations you need to perform in your data load. For ex:
    • What is the action you want to perform (insert, update, export etc.)
    • Your username
    • Password (encrypted)
    • Instance Name
    • Success error file location
    • Few others as shown in the text.

 


<!DOCTYPE beans PUBLIC "-//SPRING//DTD BEAN//EN" "http://www.springframework.org/dtd/spring-beans.dtd">
<beans>
 <bean id="accountInsert" class="com.salesforce.dataloader.process.ProcessRunner" singleton="false">
 <description>accountInsert job gets the account record from the CSV file and inserts it into Salesforce.</description>
 <property name="name" value="accountInsert"/>
 <property name="configOverrideMap">

<map>
  <entry key="sfdc.debugMessages" value="true"/>
  <entry key="sfdc.debugMessagesFile" value="D:\accountInsertSoapTrace.log"/>
  <entry key="sfdc.endpoint" value="https://login.salesforce.com"/>
  <entry key="sfdc.username" value="yourusername@gmail.com"/>
  <entry key="sfdc.password" value="148d6c06b76cdc88415aa34c673e00ed3423a42"/>
  <entry key="process.encryptionKeyFile" value="D:\data loader files\encryptionKey.txt"/>
  <entry key="sfdc.timeoutSecs" value="600"/>
  <entry key="sfdc.loadBatchSize" value="200"/>
  <entry key="sfdc.entity" value="Account"/>
  <entry key="process.operation" value="insert"/>
  <entry key="process.mappingFile" value="D:\data loader files\accountInsertMap.sdl"/>
  <entry key="dataAccess.name" value="D:\data loader files\accountDataToInsert.csv"/>
  <entry key="process.outputSuccess" value="D:\data loader files\accountDataToInsertSuccess.csv"/>
  <entry key="process.outputError" value="D:\data loader files\accountDataToInsertLogError.csv"/>
  <entry key="dataAccess.type" value="csvRead"/>
  <entry key="process.initialLastRunDate" value="2017-08-10T00:00:00.000-0800"/>
</map>

</property>
</bean>
</beans>

Step 4: Hit the final command, and run the process for data load.

  • You need to be at the same location as shown in above CMD screenshots, because process.bat file resides there only.
  • Hit the command process.bat “<file path to process-conf.xml>” <process name>
  • Replace <file path to process-conf.xml> with the path to the directory containing process-conf.xml & replace <process name> with the process specified in process-conf.xml.
  • In our case, it was process.bat “D:\data loader files” accountInsert. accountInsert is the process name mentioned in the process-conf.XML file.
  • process-conf.XML file can contain many processes and you need to run one at a time by using the above command.

Once the process is run, the success and error CSV files will be available at the location you mentioned in process-conf.XML file.

Now you have learned how to use data loader CLI version to load the data, you can also schedule mutiple operations by creating a .bat file and write multiple commands to execute multiple processes one by one. You can get more information about creating .bat file in the PDF at the link below. Check out the last paragraph on P.6 of the cheatsheet for an example:

Note: You should also take a look at the process-conf.XML file provided in samples folder of data loader default directory, to understand some other tags needed to upsert, export operations of data loading.

Related Posts:

Data Loader Command Line Introduction

Command line dataloader in Salesforce – Solve Common errors

Good luck for data loading! :)

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