Salesforce Lightning Interview Questions

Salesforce Lightning Interview Questions

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

Here is list of all Salesforce Lightning Interview Questions:

  • What is Salesforce Lightning?
  • What are the tools included in lightning ?
  • What is Aura? Why do I see the aura: namespace in the code?
  • Is Lightning an MVC framework?
  • What is difference between Visualforce Components and Lightning Components?
  • Where we can display lightning component?
  • What are the different Lightning component bundles?
  • What is Lightning Experience?
  • What is Lightning Design System?
  • What happens to my existing Visualforce Pages?
  • What are the type of events into Salesforce Lightning component?
  • What is the basic difference between Application Event and Component Event?
  • Component events vs Application events. Which one I should use?
  • What is aura definition bundle?
  • What is the use of implements in lightning component?
  • Which interface we are supposed to implement so that a lightning component can be used as a Tab?
  • Which interface we are supposed to implement so that a lightning component can be used as quick action?
  • Which interface we are supposed to implement so that a lightning component can be used in Community builder?
  • What is use of @AuraEnabled annotation
  • Can we Include One Lightning component to another ?
  • How can we use Lightning Components with the Salesforce1 Mobile App ?
  • How can we use a lightning component in a VisualForce Page?
  • Can we integrate Lightning components with another framework like Angular?
  • Can we include external JavaScript/CSS libraries like jQuery, bootstrap in components?
  • What is use of aura:method tag in salesforce lightning?
  • How to ensure FLS while working with Lightning Component?
  • How can we display loading spinner in lightning component?
  • How can we conditionally display content in lightning component?
  • What is the use of force:hasRecordId interface?
  • How to get current record id in lightning component?
  • What is a FlexiPage in lightning?
  • How can we deploy lightning components?
  • What Is Lightning Data Service?
  • What is Locker Service in Salesforce Lightning?
  • What are value providers in Salesforce Lightning ?
  • What are List of Global value providers in lightning?
  • How to create popup in lightning component?

 

Here is list of all Salesforce lightning interview questions and answers:

What is Salesforce 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.
Salesforce Lightning Interview Questions

Salesforce Lightning Interview Questions

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.

 

What is the basic difference between Application Event and Component Event?

Component events are used to do communication between child and parent. They use bubbling and capture same as used in DOM events. A change in a child component can be communicated to the parent component via component event.

Application events are used to communicate any change in the component to a broader audience. Any component who has registered for this event will get a notified.

Component events vs Application events. Which one I should use?

Component events can only be handled by components above them in the containment hierarchy, therefore, their usage is localized to the components that need to know about them.

Application events are best used for something that should be handled at the application level, such as navigating to a specific record. Application events allow communication between components that are in separate parts of the application and have no direct containment relationship.

What is aura definition bundle?

A bundle contains an Aura definition and its related resources. The definition can be a component, application, event, interface, or a tokens collection.

An AuraDefinitionBundle component is a folder that contains definition files. Unlike most other metadata components, an AuraDefinitionBundle component isn’t a single file, it’s a collection of files. Each file represents a resource in a bundle, such as markup, applications, code files (including controllers and helpers), events, documentation, and interfaces.

A bundle doesn’t have a suffix. Definition files can have one of these suffixes:

SuffixComponent Type
.appApplication
.cmpComponent
.designDesign
.evtEvent
.intfInterface
.jsController, Helper, or Renderer
.svgSVG Image
.cssStyle
.auradocDocumentation
.tokensTokens collection

What is the use of implements in lightning component?

Implements is use to refer platform interfaces which enables a component to be used in different contexts or to grant access to extra context data, a component can implement more than one interfaces.

Here is list of all interfaces that can be implemented in lightning component

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.

Which interface we are supposed to implement so that a lightning component can be used in Community builder?

We need to implement the following “forceCommunity:availableForAllPageTypes” so that we can use the component in community builder.

What is use of @AuraEnabled annotation

How to call apex class from lightning component

The AuraEnabled annotation enables Lightning components to access Apex methods and properties.

The AuraEnabled annotation is overloaded, and is used for two separate and distinct purposes.

  • Use @AuraEnabled on Apex class static methods to make them accessible as remote controller actions in your Lightning components.
  • Use @AuraEnabled on Apex instance methods and properties to make them serializable when an instance of the class is returned as data from a server-side action.

For more details, please refer to lightning:datatable example

Can we Include One Lightning component to another ?

Yes we can include one Lightning component inside another Lightning component

How can we use Lightning Components with the Salesforce1 Mobile App ?

We can create a custom Lightning tab that points to our component and include that tab in our Salesforce1 Mobile navigation.

How can we use a lightning component in a VisualForce Page?

A Lightning component can be embed in any webpage using a very powerful and flexible feature, Lighting out. When used with Visualforce some complexity becomes simpler.
Lightning component can be added to Visualforce page in three steps:

  1. We have to first Add the Lightning Components for Visualforce JavaScript library to your targetted Visualforce page using the tag.
  2. Next we have to create and refer a Lightning app which is used to the component dependencies.
  3. Lastly we need to write a JavaScript function which will finally create the the component on the page using $Lightning.createComponent()

For more details, please refer Use Lightning Components in Visualforce Pages

Can we integrate Lightning components with another framework like Angular?

Yes, we can integrate lightning with any 3rd party framework.

Can we include external JavaScript/CSS libraries like jQuery, bootstrap in components?

Yes, we can use multiple libraries in our lightning component like JQuery, Bootstrap, custom CSS and custom Javascript libraries using static resource.

What is use of aura:method tag in salesforce lightning?

We can use <aura:method> to define a method as part of a component’s API. This enables you to directly call a method in a component’s client-side controller instead of firing and handling a component event. Using <aura:method> simplifies the code needed for a parent component to call a method on a child component that it contains.

How to ensure FLS while working with Lightning Component?

FLS and CRUD are not automatically enforced in the lightning component whenever any object is referenced in the Apex Controller and the component will display the fields and records for which the users do not have access. Therefore we should manually enforce the FLS and CRUD in the Apex Controller. Also when we use Lightning Data service  it takes care of FLS and CRUD for us.

How can we display loading spinner in lightning component?

Spinners are CSS loading indicators that should be shown when retrieving data or performing slow computations. lightning:spinner displays an animated spinner image to indicate that a request is loading. This component can be used when retrieving data or performing an operation that takes time to complete.

aura:waiting and aura:donewaiting can be used for controlling the loading spinner.

For more details please refer to below post lightning spinner  and Lightning Spinner in LWC (Lightning Web Component)

How can we conditionally display content in lightning component?

We can use aura:if to conditionally display content in lightning component. For more details refer to below post aura:if in lightning component

What is the use of force:hasRecordId interface?

or

How to get current record id in lightning component?

Add the force:hasRecordId interface to a Lightning component to enable the component to be assigned the ID of the current record. The current record ID is useful if the component is used on a Lightning record page, as an object-specific custom action or action override in Lightning Experience or the Salesforce app, and so on. This interface has no effect except when used within Lightning Experience, the Salesforce mobile app, and template-based communities.

For more details refer below link force:hasRecordId

What is a FlexiPage in lightning?

FlexiPage represents the metadata associated with a Lightning page. A Lightning page represents a customizable screen made up of regions containing Lightning components.
A Lightning page can contain upto 25 components. Flexi page are stored as xml file and can be deployed using metadata api or any deployment tool.

Lightning pages are referred as FlexiPages in API and referred as Lightning pages elsewhere in SFDC documentation.

How can we deploy lightning components?

Lightning components can be deployed similar to any other component using changeset, ant migration tool, eclipse or any other migration tool.

What Is Lightning Data Service?

Use Lightning Data Service to load, create, edit, or delete a record in your component without requiring Apex code. Lightning Data Service handles sharing rules and field-level security for you. In addition to not needing Apex, Lightning Data Service improves performance and user interface consistency. Main advantage of using lightning data service is that we can perform basic operations without Apex code.

For more details refer to below link Lightning Data Service

What is Locker Service in Salesforce Lightning?

Locker Service is a powerful security architecture for Lightning components. Locker Service enhances security by isolating Lightning components that belong to one namespace from components in a different namespace. Locker Service also promotes best practices that improve the supportability of your code by only allowing access to supported APIs and eliminating access to non-published framework internals.

For more details please refer below link: Locker Services

What are value providers in Salesforce Lightning ?

Value Providers in lightning Component encapsulate related values together and used to access data. In Salesforce lightning, we have two value providers for a component they are v (View) and c (Controller).

  • v is component attribute set which helps to access component attribute values in markup
  • c is component controller helps us to link with event handlers and action for the component

What are List of Global value providers in lightning?

  • $globalID
  • $Browser
  • $Label
  • $Locale
  • $Resource

 

How to create popup in lightning component?

Modals/Popup Box are used to display content in a layer above the app. This paradigm is used in cases such as the creation or editing of a record, as well as various types of messaging and wizards.

For more details, refer to below link Modal/Popup Lightning Component Salesforce

Modal/Popup Lightning Web Component(LWC)

 

 

If you have any other useful question answer related to Salesforce Lightning Interview Questions, please add in comment section.

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

I will keep adding more questions to Salesforce Lightning Interview Questions.

For other interview questions please refer to Salesforce interview questions

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

salesforce order of execution

Salesforce order of execution

What is salesforce order of execution?

What is order of execution in salesforce?

Salesforce order of execution

When you save a record with an insertupdate, or upsert statement, Salesforce performs the following events in order.

Before Salesforce executes these events on the server, the browser runs JavaScript validation if the record contains any dependent picklist fields. The validation limits each dependent picklist field to its available values. No other validation occurs on the client side.

Salesforce order of execution

Salesforce order of execution

 

Here is an order of execution in salesforce

  • The original record is loaded from the database.
  • System Validation Rules.
  • Executes record-triggered flows that are configured to run before the record is saved.
  • Executes all before triggers.
  • Custom Validation rules.
  • Executes duplicate rules.
  • Saves the record to the database, but doesn’t commit yet.
  • Executes all after triggers.
  • Executes assignment rules.
  • Executes auto-response rules.
  • Executes workflow rules.
  • Executes escalation rules.
  • If there are workflow field updates, updates the record again.
  • If the record was updated with workflow field updates, fires before and after triggers one more time. Custom validation rules, flows, duplicate rules, processes, and escalation rules are not run again.
  • Executes processes and flows launched via processes and flow trigger workflow actions.
  • Executes entitlement rules.
  • Executes record-triggered flows that are configured to run after the record is saved.
  • If the record contains a roll-up summary field or is part of a cross-object workflow, performs calculations and updates the roll-up summary field in the parent record. Parent record goes through save procedure.
  • If the parent record is updated, and a grandparent record contains a roll-up summary field or is part of a cross-object workflow, performs calculations and updates the roll-up summary field in the grandparent record. Grandparent record goes through save procedure.
  • Executes Criteria Based Sharing evaluation.
  • Commits all DML operations to the database.
  • Executes post-commit logic, such as sending email.

 

Here is an order of execution in salesforce in more detail:

On the salesforce server,

  1. Loads the original record from the database or initializes the record for an upsert statement.
  2. Loads the new record field values from the request and overwrites the old values.

    If the request came from a standard UI edit page, Salesforce runs system validation to check the record for:

    • Compliance with layout-specific rules
    • Required values at the layout level and field-definition level
    • Valid field formats
    • Maximum field length

    When the request comes from other sources, such as an Apex application or a SOAP API call, Salesforce validates only the foreign keys. Before executing a trigger, Salesforce verifies that any custom foreign keys do not refer to the object itself.

    Salesforce runs user-defined validation rules if multiline items were created, such as quote line items and opportunity line items.

  3. Executes record-triggered flows that are configured to run before the record is saved.
  4. Executes all before triggers.
  5. Runs most system validation steps again, such as verifying that all required fields have a non-null value, and runs any user-defined validation rules. The only system validation that Salesforce doesn’t run a second time (when the request comes from a standard UI edit page) is the enforcement of layout-specific rules.
  6. Executes duplicate rules. If the duplicate rule identifies the record as a duplicate and uses the block action, the record is not saved and no further steps, such as after triggers and workflow rules, are taken.
  7. Saves the record to the database, but doesn’t commit yet.
  8. Executes all after triggers.
  9. Executes assignment rules.
  10. Executes auto-response rules.
  11. Executes workflow rules.
  12. Executes escalation rules.
  13. If there are workflow field updates, updates the record again.
  14. If the record was updated with workflow field updates, fires before update triggers and after update trigger one more time (and only one more time), in addition to standard validations. Custom validation rules, flows, duplicate rules, processes, and escalation rules are not run again.
  15. Executes processes and flows launched via processes and flow trigger workflow actions. (Process Builder, Flows launched by processes, flow launched by workflow rules)
    When a process or flow executes a DML operation, the affected record goes through the save procedure.
  16. Executes entitlement rules.
  17. Executes record-triggered flows that are configured to run after the record is saved.
  18. If the record contains a roll-up summary field or is part of a cross-object workflow, performs calculations and updates the roll-up summary field in the parent record. Parent record goes through save procedure.
  19. If the parent record is updated, and a grandparent record contains a roll-up summary field or is part of a cross-object workflow, performs calculations and updates the roll-up summary field in the grandparent record. Grandparent record goes through save procedure.
  20. Executes Criteria Based Sharing evaluation.
  21. Commits all DML operations to the database.
  22. Executes post-commit logic, such as sending email.

Additional Considerations

Note the following when working with triggers.

The order of execution isn’t guaranteed when having multiple triggers for the same object due to the same event. For example, if you have two before insert triggers for Case, and a new Case record is inserted that fires the two triggers, the order in which these triggers fire isn’t guaranteed.

Please refer to below official link for salesforce order of execution:

Trigger and Order of Execution

For interview questions related to trigger, refer to the below link:

Salesforce Interview Questions on Triggers

Permanent link to this article: https://www.sfdcpoint.com/salesforce/salesforce-order-of-execution/

Salesforce admin interview questions

Salesforce Admin Interview questions

Salesforce admin interview questions and answers.

Here is list of all Salesforce admin interview questions:

  • What is Salesforce?
  • What is Cloud computing?
  • What is CRM?
  • What are some CRM provider
  • What are different types of cloud computing?
  • What is PaaS?
  • What is SaaS?
  • What is IaaS?
  • What are different Salesforce Editions?
  • What is difference between Salesforce.com and Force.com?
  • What is Database.com?
  • What is App in Salesforce?
  • What is an object in Salesforce?
  • Different types of object in Salesforce.com?
  • How many relationship types are in Salesforce?
  • What is Master-detail  relationship?
  • What is Many-to-many relationship?
  • What is External lookup?
  • What is Indirect lookup?
  • What is Hierarchical relationship?
  • What is a roll-up summary field?
  • What are different Levels of data access in Salesforce?
  • What is Organization-wide defaults?
  • What is role hierarchy?
  • What are the difference between a Role and Profile?
  • What are Sharing Rules?
  • What is Manual sharing?
  • What is Profile?
  • What are standard profiles?
  • What is Permission Set?
  • What is “View all” and “Modify all” permission?
  • Is it possible to restrict permission for users using permission set?
  • If a user does not have access to a specific record type, will they be able to see the records that have that record type?
  • What are Salesforce Reports?
  • What are the different Report Formats?
  • What is Tabular Report?
  • What is Summary Report?
  • What is Matrix Report?
  • What is Joined Report?
  • What is Conditional Highlighting in Salesforce report?
  • What is Bucket Field?
  • Which field type does Bucketing field support?
  • What are Dashboards?
  • What are the different Dashboard Component?
  • What is Workflow?
  • What are the types of Workflow actions?
  • What is Time-dependent Workflow?
  • What is Approval Process?
  • What is Salesforce Flow?
  • What are Assignment Rules?
  • What are Queues?
  • What are Auto-Response Rules?
  • What is Escalation Rules?
  • What is Chatter in Salesforce?

 

Here is list of all Salesforce admin interview questions and answers:

CRM and Cloud Computing basics Salesforce admin interview questions

What is Salesforce?

Salesforce is the world’s #1 customer relationship management (CRM) platform. Salesforce provides cloud-based, CRM applications for sales, service, marketing, and more.

Salesforce has essentially changed how enterprise software is delivered and used. Its software is cloud-based and hence doesn’t need IT experts to set up anything. Salesforce has defined the ideal way as how to connect with customers. Building meaningful and lasting bond with the customers, identifying their needs, address problems faster and deploy apps that are customer focused is all possible through Salesforce.

Salesforce Technologies is one of the leading and very hot Technology in IT industry. Through Salesforce.com Technology thousands of Job opportunity are created for Salesforce developers and Salesforce Administration Job Seekers. As per Forbes magazine, nearly 55% of enterprises predict cloud computing will enable new business model in three years. So Salesforce is one of the Cloud Computing Technology which have bright future in the upcoming years. Salesforce provides different enterprise cloud computing applications to all size industries and businesses.

Salesforce applications are provided on subscription basis primarily through direct sales effort and indirectly through partners.

What is Cloud computing?

Cloud computing is a kind of outsourcing of computer programs. Using cloud computing, users are able to access software and applications from wherever they are; the computer programs are being hosted by an outside party and reside in the cloud. This means that users do not have to worry about things such as storage and power, they can simply enjoy the end result.

Cloud computing is shared pools of configurable computer system resources and higher-level services that can be rapidly provisioned with minimal management effort, often over the Internet. Cloud computing relies on sharing of resources to achieve coherence and economies of scale, similar to a public utility.

What is CRM?

CRM means “Customer Relationship Management “. We can understand from the full form where CRM is an application used to automate Sales and marketing functions by a using a Software called CRM Software. By using CRM Software every Company / Organization plans to increase their revenues and profits. This strategy of increasing revenue is done mainly by attracting Customers, clients, Sales etc.

Salesforce Admin Interview questions

Salesforce Admin Interview questions

More Salesforce admin interview questions

What are some CRM provider

  • Salesforce CRM.
  • Microsoft Dynamics CRM.
  • Oracle CRM.
  • SAP CRM.
  • Sage CRM.
  • NetSuite CRM.
  • Oracle CRM on Demand.
  • SugarCRM.

 

What are different types of cloud computing?

  • Infrastructure as a Service (IaaS)
  • Software as a Service (SaaS)
  • Platform as a Service (PaaS)

 

What is PaaS?

Platform as a Service (PaaS)

The branch of cloud computing that allows users to develop, run, and manage applications without having to get caught up in code, storage, infrastructure and so on.

There are several types of PaaS. Every PaaS option is either public, private, or a hybrid mix of the two. Public PaaS is hosted in the cloud, and its infrastructure is managed by the provider. Private PaaS, on the other hand, is housed in onsite servers or private networks and is maintained by the user. Hybrid PaaS uses elements from both public and private and is capable of executing applications from multiple cloud infrastructures.

What is SaaS?

Software as a Service (SaaS)

Using the cloud, software such as an internet browser or application is able to become a usable tool.

What is IaaS?

Infrastructure as a Service (IaaS)

A third party hosts elements of infrastructure, such as hardware, software, servers, and storage, also providing backup, security, and maintenance.

What are different Salesforce Editions?

  • Essentials: Designed for small businesses that want to get started with a CRM system quickly. It includes intuitive walkthroughs and a setup assistant to get started, an easy-to-use UI, and administration tools to customize your deployment as you grow.
  • Professional: Designed for businesses requiring full-featured CRM functionality. It includes straightforward and easy-to-use customization, integration, and administration tools to facilitate any small to midsize deployment.
  • Enterprise: Meets the needs of large and complex businesses. It gives you advanced customization and administration tools, in addition to all the functionality available in Professional Edition, that can support large-scale deployments. Enterprise Edition also includes access to Salesforce APIs, so you can easily integrate with back-office systems.
  • Unlimited: Maximizes your success and extends it across the entire enterprise through the Lightning Platform. It gives you new levels of platform flexibility for managing and sharing all your information on demand. Includes all Enterprise Edition functionality, Premier Support, full mobile access, unlimited custom apps, increased storage limits, and other features.
  • Developer: Provides access to the Lightning Platform and APIs. It lets developers extend Salesforce, integrate with other applications, and develop new tools and applications. Developer Edition also provides access to many of the features available in Enterprise Edition.

What is difference between Salesforce.com and Force.com?

Salesforce.com and fore.com are relatively same but they are different in their functionality. Salesforce.com is used to develop CRM functionality based application where force.com is used to customize our data model, business logic and User interface.

What is Database.com?

Database.com is a type of service provided by Salesforce.com to enhance the power of Salesforce.com CRM applications. Database.com provides “Data as a Service” to subscribers.

What is App in Salesforce?

App means an Application. In Salesforce an Application consists a group of tabs which are designed to work as a single function. We have number of applications in Salesforce.com some of them are sales, marketing, chatter, site.com, work.com etc.

We can create new application and also customization for the existing apps in Salesforce.com. To create new app in sfdc go to Setup=>Build=>Create=>App.

Fields and Objects Salesforce Admin Interview questions

What is an object in Salesforce?

An Objects is represented as a database table which stores organization data . Objects consists of set of fields and we store data against that field. To view data Salesforce provided  TABS.

To create custom fields go to Setup=>Build=>Create=>Object.

Different types of object in Salesforce.com? 

In Salesforce.com we have two types of objects. They are

  • Standard Objects :- Standard objects are called so because they are created and provided by Salesforce.com.
  • Custom Objects :- Custom objects are those which are created by an User in salesforce.com.

 

How many relationship types are in Salesforce?

  • Master-detail 
  • Many-to-many
  • Lookup
  • External lookup
  • Indirect lookup
  • Hierarchical

 

What is Master-detail  relationship?

Master-detail closely links objects together such that the master record controls certain behaviors of the detail and subdetail record. For example, you can define a two-object master-detail relationship, such as Account—Expense Report, that extends the relationship to subdetail records, such as Account—Expense Report—Expense Line Item. You can then perform operations across the master—detail—subdetail relationship.

What is Many-to-many relationship?

Many-to-many You can use master-detail relationships to model many-to-many relationships between any two objects. A many-to-many relationship allows each record of one object to be linked to multiple records from another object and vice versa. For example, you create a custom object called “Bug” that relates to the standard case object such that a bug could be related to multiple cases and a case could also be related to multiple bugs.

Lookup Links two objects together. Lookup relationships are similar to master-detail relationships, except they do not support sharing or roll-up summary fields. With a lookup relationship, you can:

  • Link two different objects.
  • Link an object with itself (with the exception of the user object; see Hierarchical). For example, you might want to link a custom object called “Bug” with itself to show how two different bugs are related to the same problem.

 

What is External lookup? 

External lookup An external lookup relationship links a child standard, custom, or external object to a parent external object. When you create an external lookup relationship field, the standard External ID field on the parent external object is matched against the values of the child’s external lookup relationship field. External object field values come from an external data source.

What is Indirect lookup?

Indirect lookup An indirect lookup relationship links a child external object to a parent standard or custom object. When you create an indirect lookup relationship field on an external object, you specify the parent object field and the child object field to match and associate records in the relationship. Specifically, you select a custom unique, external ID field on the parent object to match against the child’s indirect lookup relationship field, whose values come from an external data source.

What is Hierarchical relationship?

Hierarchical A special lookup relationship available for only the user object. It lets users use a lookup field to associate one user with another that does not directly or indirectly refer to itself. For example, you can create a custom hierarchical relationship field to store each user’s direct manager.

For more details, please refer to this link Object Relationships Overview

 

What is a roll-up summary field?

A roll-up summary field calculates values from related records, such as those in a related list. You can create a roll-up summary field to display a value in a master record based on the values of fields in a detail record. The detail record must be related to the master through a master-detail relationship. For example, you want to display the sum of invoice amounts for all related invoice custom object records in an account’s Invoices related list. You can display this total in a custom account field called Total Invoice Amount. 

For more details refer official link roll-up summary field

Security related Salesforce Admin Interview Questions

What are different Levels of data access in Salesforce?

Organization level security

For your whole org, you can maintain a list of authorized users, set password policies, and limit logins to certain hours and locations.

Object level security

Access to object-level data is the simplest thing to control. By setting permissions on a particular type of object, you can prevent a group of users from creating, viewing, editing, or deleting any records of that object. For example, you can use object permissions to ensure that interviewers can view positions and job applications but not edit or delete them.

Field level security

You can restrict access to certain fields, even if a user has access to the object. For example, you can make the salary field in a position object invisible to interviewers but visible to hiring managers and recruiters.

Record level security

You can allow particular users to view an object, but then restrict the individual object records they’re allowed to see. For example, an interviewer can see and edit her own reviews, but not the reviews of other interviewers. You can manage record-level access in these four ways.

  • Organization-wide defaults
  • Role hierarchies
  • Sharing rules
  • Manual sharing

 

What is Organization-wide defaults?

Organization Wide Defaults(OWD) in salesforce is the baseline level of access that the most restricted user should have. Organizational Wide Defaults are used to restrict access. You grant access through other means like(sharing rules, Role Hierarchy, Sales Teams and Account teams, manual sharing, Apex Sharing ). In simple words Organization Wide Defaults(OWD) specify the default level of access users have to each other’s records.

For more details please level to below post Organization Wide Defaults(OWD) in salesforce

What is role hierarchy?

It give access for users higher in the hierarchy to all records owned by users below them in the hierarchy. Role hierarchies don’t have to match your organization chart exactly. Instead, each role in the hierarchy should represent a level of data access that a user or group of users needs.

What are the difference between a Role and Profile?

Roles are one of the ways you can control access to records. They also impact reports (e.g. “My Teams” filter). Roles come into play if your security model (OWDs) are set to private.

Profiles help determine record privileges. Assuming the User can see the record, Profiles determine what the User can do, view or edit on that record. Profiles control other system privileges as well (mass email, export data, etc)

In simple words, Roles are one of the ways you can control access to records and Profiles determine what the User can do, view or edit on that record.

What are Sharing Rules?

Sharing Rules are automatic exceptions to organization-wide defaults for particular groups of users, so they can get to records they don’t own or can’t normally see. Sharing rules, like role hierarchies, are only used to give additional users access to records. They can’t be stricter than your organization-wide default settings.

What is Manual sharing?

It allows owners of particular records to share them with other users. Although manual sharing isn’t automated like org-wide sharing settings, role hierarchies, or sharing rules, it can be useful in some situations, such as when a recruiter going on vacation needs to temporarily assign ownership of a job application to someone else.

What is Profile?

Each user has a single profile that controls which data and features that user has access to. A profile is a collection of settings and permissions. Profile settings determine which data the user can see, and permissions determine what the user can do with that data.
  • The settings in a user’s profile determine whether she can see a particular app, tab, field, or record type.
  • The permissions in a user’s profile determine whether she can create or edit records of a given type, run reports, and customize the app.

Profiles usually match up with a user’s job function (for example, system administrator, recruiter, or hiring manager), but you can have profiles for anything that makes sense for your Salesforce org. A profile can be assigned to many users, but a user can have only one profile at a time.

What are standard profiles?

  • Read Only
  • Standard User
  • Marketing User
  • Contract Manager
  • System Administrator

 

What is Permission Set?

A permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles.

Permission sets make it easy to grant access to the various apps and custom objects in your org, and to take away access when it’s no longer needed.

Users can have only one profile, but they can have multiple permission sets.

What is “View all” and “Modify all” permission?

View all and Modify all permissions are usually given to system administrator. When you grant “View All” or “Modify All” for an object on a profile or permission set, you grant any associated users access to all records of that object regardless of the sharing and security settings.

In essence, the “View All” and “Modify All” permissions ignore the sharing model, role hierarchy, and sharing rules that the “Create,” “Read,” “Edit,” and “Delete” permissions respect. Furthermore, “Modify All” also gives a user the ability to mass transfer, mass update, and mass delete records of that specific object, and approve such records even if the user is not a designated approver.

These tasks are typically reserved for administrators, but because “View All” and “Modify All” let us selectively override the system, responsibilities that are usually reserved for the administrator can be delegated to other users in a highly controlled fashion.

 

Is it possible to restrict permission for users using permission set?

No, Permission Set always extends the permission. It does not restrict permission to users.

If a user does not have access to a specific record type, will they be able to see the records that have that record type?

Yes, Record type controls only visibility of record on UI but not its access to users. If user does not have access to record type then user will not be able to create records for that record type using UI. But user will we able to see records if they have appropriate permission to do so.

For more details about security questions for Salesforce admin interview questions, refer to my previous post Salesforce security interview questions

Report and Dashboard related Salesforce Admin Interview Questions

What are Salesforce Reports?

A Reports is a set of records displayed in the form of rows and columns.
Reports data can be filtered, grouped, and displayed graphically as a chart. Reports are stored in Folder – which controls who has access.

What are the different Report Formats?

Tabular Reports, Summary Reports, Matrix Reports, Joined Reports.

What is Tabular Report?

It is the simplest and fastest report formats. It displays the rows as records and fields are listed as columns just like a spreadsheet. It supports sorting of records.

What is Summary Report?

This report allows the user to group rows of data, summarize the field value which also supports sorting and display subtotals.

What is Matrix Report?

In this report, records are summarized in a grid format. It allows the records to be grouped by both columns and rows.

What is Joined Report?

In this type of report, User can create multiple report blocks that provide different different views of your data. In this format of report, we organize the data in the form of block. You can add upto 5 blocks in a single report. Each block is defined as a Sub-report(Report Type). It can have its own field, columns, sorting and filtering.

What is Conditional Highlighting in Salesforce report?

Conditional Highlighting is a powerful way to show values in report within given
limits. Using Conditional Highlighting, We can specify colours for different ranges of values in reports.

What is Bucket Field?

Bucketing lets you quickly categorize report records, without having to create a formula or a custom field.

Which field type does Bucketing field support?

It supports the field type of Picklist, Number, Text.

What are Dashboards?

Salesforce Dashboard is the visual representation of snapshots that are generated from Salesforce reports data. Using Salesforce Dashboard components, you can convert business requirements in Graphical representation using Sales force reports. Like reports, Dashboard are also stored in Folders.

What are the different Dashboard Component?

Scatter Chart, Line Chart, Funnel Chart, Vertical Bar Chart, Donut Chart, Horizontal Bar Chart, Pie Chart, Gauge, Metric, Table, Visual force Pages.

Other Salesforce admin interview questions

What is Workflow? 

Workflow rules are the automated process used in business process to send Email Alerts, Assign a Task, Update a field on rule criteria or action based criteria requirements.

What are the types of Workflow actions?

  • Task – Assign a Task
  • Email Alert: Send an Email.
  • Field update: Update a Field.
  • Outbound Message: Send an Outbound Message to External System.

What is Time-dependent Workflow?

The workflow that are scheduled to happen at a later time.

What is Approval Process?

Approval Process are used in the business process to Approve or Reject the record.
It involves Approval or Rejection of records, where one person creates the record and
submits that record for Approval.

What is Salesforce Flow?

In Salesforce, a flow is an application that automates complex business processes. Simply put, it collects data and then does something with that data.

Flow Builder is the declarative interface used to build individual flows. Flow Builder can be used to build code-like logic without using a programming language.

What are Assignment Rules?

Assignment Rules automatically assign incoming Leads & Cases to specific agents so that the right people work on the right leads and cases.

What are Queues?

Queues allow the group of users to manage a shared workload more efficiently It prioritize your support team’s workload by creating lists from which specific agents can jump in to solve certain types of cases.

What are Auto-Response Rules?

Auto Response Rules Automatically send personalized email templates for new cases and new leads from your website.

What is Escalation Rules?

Escalation Rules ,  Automatically escalate cases to the right people when the cases aren’t solved by a certain time.

What is Chatter in Salesforce?

Chatter is a Salesforce real-time collaboration application that lets your users work together, talk to each other, and share information.

If you have any question related to Salesforce admin interview questions, please add your comments

I will keep adding more questions to Salesforce admin interview questions.

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Salesforce developer interview questions

Salesforce Developer Interview Questions

Salesforce developer interview questions and answers

Here is list of all Salesforce developer interview questions:

  • What is Salesforce?
  • What is Cloud computing?
  • What is CRM?
  • What is PaaS?
  • What is SaaS?
  • What is IaaS?
  • What are different Salesforce Editions?
  • What is Master-detail relationship?
  • What is Many-to-many relationship?
  • What is Organization-wide defaults?
  • What is role hierarchy?
  • What are the difference between a Role and Profile?
  • What are Sharing Rules?
  • What is Manual sharing?
  • What is Profile?
  • What is Apex?
  • What is a Trigger?
  • What are the various event on which a trigger can fire?
  • What are different type of Triggers?
  • What are the considerations while implementing the Triggers?
  • What is batch class in Salesforce?
  • What is Salesforce Lightning?
  • What are the different Lightning component bundles?
  • What is Lightning Experience?
  • What is Lightning Design System?
  • What happens to my existing Visualforce Pages?
  • What are the type of events into Salesforce Lightning component?
  • What is the basic difference between Application Event and Component Event?
  • Component events vs Application events. Which one I should use?
  • Can we Include One Lightning component to another ?
  • How can we use Lightning Components with the Salesforce1 Mobile App ?
  • How can we use a lightning component in a VisualForce Page?
  • Can we integrate Lightning components with another framework like Angular?
  • Can we include external JavaScript/CSS libraries like jQuery, bootstrap in components?
  • How to ensure FLS while working with Lightning Component?
  • How can we display loading spinner in lightning component?
  • How can we conditionally display content in lightning component?
  • What is the use of force:hasRecordId interface?
  • How to get current record id in lightning component?
  • What is a FlexiPage in lightning?
  • How can we deploy lightning components?
  • What Is Lightning Data Service?
  • What are List of Global value providers in lightning?
  • How to create popup in lightning component?

 

Here is list of all Salesforce developer interview questions and answers:

What is Salesforce?

Salesforce is the world’s #1 customer relationship management (CRM) platform. Salesforce provides cloud-based, CRM applications for sales, service, marketing, and more.

Salesforce has essentially changed how enterprise software is delivered and used. Its software is cloud-based and hence doesn’t need IT experts to set up anything. Salesforce has defined the ideal way as how to connect with customers. Building a meaningful and lasting bond with the customers, identifying their needs, address problems faster and deploy apps that are customer-focused is all possible through Salesforce.

Salesforce Technologies is one of the leading and very hot Technology in IT industry. Through Salesforce.com Technology thousands of Job opportunity are created for Salesforce developers and Salesforce Administration Job Seekers. As per Forbes magazine, nearly 55% of enterprises predict cloud computing will enable new business model in three years. So Salesforce is one of the Cloud Computing Technologies which have bright future in the upcoming years. Salesforce provides different enterprise cloud computing applications to all size industries and businesses.

Salesforce applications are provided on a subscription basis primarily through direct sales effort and indirectly through partners.

What is Cloud computing?

Cloud computing is a kind of outsourcing of computer programs. Using cloud computing, users are able to access software and applications from wherever they are; the computer programs are being hosted by an outside party and reside in the cloud. This means that users do not have to worry about things such as storage and power, they can simply enjoy the end result.

Cloud computing is shared pools of configurable computer system resources and higher-level services that can be rapidly provisioned with minimal management effort, often over the Internet. Cloud computing relies on sharing of resources to achieve coherence and economies of scale, similar to a public utility.

What is CRM?

CRM means “Customer Relationship Management “. We can understand from the full form where CRM is an application used to automate Sales and marketing functions by a using a Software called CRM Software. By using CRM Software every Company / Organization plans to increase their revenues and profits. This strategy of increasing revenue is done mainly by attracting Customers, clients, Sales etc.

What is PaaS?

Platform as a Service (PaaS)

The branch of cloud computing that allows users to develop, run, and manage applications without having to get caught up in code, storage, infrastructure and so on.

There are several types of PaaS. Every PaaS option is either public, private, or a hybrid mix of the two. Public PaaS is hosted in the cloud, and its infrastructure is managed by the provider. Private PaaS, on the other hand, is housed in onsite servers or private networks and is maintained by the user. Hybrid PaaS uses elements from both public and private and is capable of executing applications from multiple cloud infrastructures.

What is SaaS?

Software as a Service (SaaS)

Using the cloud, software such as an internet browser or application is able to become a usable tool.

What is IaaS?

Infrastructure as a Service (IaaS)

A third party hosts elements of infrastructure, such as hardware, software, servers, and storage, also providing backup, security, and maintenance.

Salesforce Developer Interview Questions

What are different Salesforce Editions?

  • Essentials: Designed for small businesses that want to get started with a CRM system quickly. It includes intuitive walkthroughs and a setup assistant to get started, an easy-to-use UI, and administration tools to customize your deployment as you grow.
  • Professional: Designed for businesses requiring full-featured CRM functionality. It includes straightforward and easy-to-use customization, integration, and administration tools to facilitate any small to midsize deployment.
  • Enterprise: Meets the needs of large and complex businesses. It gives you advanced customization and administration tools, in addition to all the functionality available in Professional Edition, that can support large-scale deployments. Enterprise Edition also includes access to Salesforce APIs, so you can easily integrate with back-office systems.
  • Unlimited: Maximizes your success and extends it across the entire enterprise through the Lightning Platform. It gives you new levels of platform flexibility for managing and sharing all your information on demand. Includes all Enterprise Edition functionality, Premier Support, full mobile access, unlimited custom apps, increased storage limits, and other features.
  • Developer: Provides access to the Lightning Platform and APIs. It lets developers extend Salesforce, integrate with other applications, and develop new tools and applications. Developer Edition also provides access to many of the features available in Enterprise Edition.

 

What is Master-detail  relationship?

Master-detail closely links objects together such that the master record controls certain behaviors of the detail and subdetail record. For example, you can define a two-object master-detail relationship, such as Account—Expense Report, that extends the relationship to subdetail records, such as Account—Expense Report—Expense Line Item. You can then perform operations across the master—detail—subdetail relationship.

What is Many-to-many relationship?

Many-to-many You can use master-detail relationships to model many-to-many relationships between any two objects. A many-to-many relationship allows each record of one object to be linked to multiple records from another object and vice versa. For example, you create a custom object called “Bug” that relates to the standard case object such that a bug could be related to multiple cases and a case could also be related to multiple bugs.

Lookup Links two objects together. Lookup relationships are similar to master-detail relationships, except they do not support sharing or roll-up summary fields. With a lookup relationship, you can:

  • Link two different objects.
  • Link an object with itself (with the exception of the user object; see Hierarchical). For example, you might want to link a custom object called “Bug” with itself to show how two different bugs are related to the same problem.

 

What is Organization-wide defaults?

Organization Wide Defaults(OWD) in salesforce is the baseline level of access that the most restricted user should have. Organizational Wide Defaults are used to restrict access. You grant access through other means like(sharing rules, Role Hierarchy, Sales Teams and Account teams, manual sharing, Apex Sharing ). In simple words Organization Wide Defaults(OWD) specify the default level of access users have to each other’s records.

For more details please level to below post Organization Wide Defaults(OWD) in salesforce

What is role hierarchy?

It give access for users higher in the hierarchy to all records owned by users below them in the hierarchy. Role hierarchies don’t have to match your organization chart exactly. Instead, each role in the hierarchy should represent a level of data access that a user or group of users needs.

What are the difference between a Role and Profile?

Roles are one of the ways you can control access to records. They also impact reports (e.g. “My Teams” filter). Roles come into play if your security model (OWDs) are set to private.

Profiles help determine record privileges. Assuming the User can see the record, Profiles determine what the User can do, view or edit on that record. Profiles control other system privileges as well (mass email, export data, etc)

In simple words, Roles are one of the ways you can control access to records and Profiles determine what the User can do, view or edit on that record.

What are Sharing Rules?

Sharing Rules are automatic exceptions to organization-wide defaults for particular groups of users, so they can get to records they don’t own or can’t normally see. Sharing rules, like role hierarchies, are only used to give additional users access to records. They can’t be stricter than your organization-wide default settings.

What is Manual sharing?

It allows owners of particular records to share them with other users. Although manual sharing isn’t automated like org-wide sharing settings, role hierarchies, or sharing rules, it can be useful in some situations, such as when a recruiter going on vacation needs to temporarily assign ownership of a job application to someone else.

What is Profile?

Each user has a single profile that controls which data and features that user has access to. A profile is a collection of settings and permissions. Profile settings determine which data the user can see, and permissions determine what the user can do with that data.
  • The settings in a user’s profile determine whether she can see a particular app, tab, field, or record type.
  • The permissions in a user’s profile determine whether she can create or edit records of a given type, run reports, and customize the app.

Profiles usually match up with a user’s job function (for example, system administrator, recruiter, or hiring manager), but you can have profiles for anything that makes sense for your Salesforce org. A profile can be assigned to many users, but a user can have only one profile at a time.

What is Apex?

Apex is a strongly typed, object-oriented programming language that allows developers to extend the Salesforce platform by writing their own business logic into the platform. Apex looks similar to Java and can be launched through a variety of user-initiated events such as record updates, button clicks, triggers on objects, or external web service requests.

What is a Trigger?

Apex triggers enable you to perform custom actions before or after events to records in Salesforce, such as insertions, updates, or deletions. Just like database systems support triggers, Apex provides trigger support for managing records.

Use triggers to perform tasks that can’t be done by using the point-and-click tools in the Salesforce user interface. For example, if validating a field value or updating a field on a record, use validation rules and workflow rules instead.

What is Trigger Syntax?

trigger TriggerName on ObjectName (trigger_events) {
   code_block
}

What are the various event on which a trigger can fire?

A trigger is a set of statement which can be executed on the following events. In above trigger events one or more of below events can be used with comma separated.

  • before insert
  • before update
  • before delete
  • after insert
  • after update
  • after delete
  • after undelete

What are different type of Triggers?

There are two types of triggers:

  • Before triggers are used to perform a task before a record is inserted or updated or deleted. These are used to update or validate record values before they are saved to the database.
  • After triggers are used if we want to use the information set by Salesforce system and to make changes in the other records. are used to access field values that are set by the system (such as a record’s Id or LastModifiedDate field), and to affect changes in other records. The records that fire the after trigger are read-only.

What are the considerations while implementing the Triggers?

Consider the following before implementing the triggers.

  • Upsert trigger fires on 4 different events :- before(insert, update), after (insert, update)
  • Merge trigger are fired on both events on delete
  • Field history is updated after the trigger has successfully finished processing data.
  • Any callout should be asynchronous so that trigger does not have to wait for the response.
  • A trigger cannot have a static keyword in its code.
  • If a trigger completes successfully the changes are committed to the database and if it fails the transaction is rolled back.

Read the Apex Developer Guide for more detailed considerations.

For more details about triggers in salsforce refer to below links

Salesforce Interview Questions on Triggers

Triggers in Salesforce

 

What is batch class in Salesforce?

Batch class in salesforce is used to run large jobs (think thousands or millions of records!) that would exceed normal processing limits. Using Batch Apex, you can process records asynchronously in batches (hence the name, “Batch Apex”) to stay within platform limits. If you have a lot of records to process, for example, data cleansing or archiving, Batch Apex is probably your best solution.

Here’s how Batch Apex works under the hood. Let’s say you want to process 1 million records using Batch Apex. The execution logic of the batch class is called once for each batch of records you are processing. Each time you invoke a batch class, the job is placed on the Apex job queue and is executed as a discrete transaction.

For more details please refer batch Apex example in salesforce

What is Salesforce 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 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.

 

What is the basic difference between Application Event and Component Event?

Component events are used to do communication between child and parent. They use bubbling and capture same as used in DOM events. A change in a child component can be communicated to the parent component via component event.

Application events are used to communicate any change in the component to a broader audience. Any component who has registered for this event will get a notified.

Component events vs Application events. Which one I should use?

Component events can only be handled by components above them in the containment hierarchy, therefore, their usage is localized to the components that need to know about them.

Application events are best used for something that should be handled at the application level, such as navigating to a specific record. Application events allow communication between components that are in separate parts of the application and have no direct containment relationship.

 

Can we Include One Lightning component to another ?

Yes we can include one Lightning component inside another Lightning component

How can we use Lightning Components with the Salesforce1 Mobile App ?

We can create a custom Lightning tab that points to our component and include that tab in our Salesforce1 Mobile navigation.

How can we use a lightning component in a VisualForce Page?

A Lightning component can be embed in any webpage using a very powerful and flexible feature, Lighting out. When used with Visualforce some complexity becomes simpler.
Lightning component can be added to Visualforce page in three steps:

  1. We have to first Add the Lightning Components for Visualforce JavaScript library to your targetted Visualforce page using the tag.
  2. Next we have to create and refer a Lightning app which is used to the component dependencies.
  3. Lastly we need to write a JavaScript function which will finally create the the component on the page using $Lightning.createComponent()

For more details, please refer Use Lightning Components in Visualforce Pages

Can we integrate Lightning components with another framework like Angular?

Yes, we can integrate lightning with any 3rd party framework.

Can we include external JavaScript/CSS libraries like jQuery, bootstrap in components?

Yes, we can use multiple libraries in our lightning component like JQuery, Bootstrap, custom CSS and custom Javascript libraries using static resource.

What is use of aura:method tag in salesforce lightning?

We can use <aura:method> to define a method as part of a component’s API. This enables you to directly call a method in a component’s client-side controller instead of firing and handling a component event. Using <aura:method> simplifies the code needed for a parent component to call a method on a child component that it contains.

How to ensure FLS while working with Lightning Component?

FLS and CRUD are not automatically enforced in the lightning component whenever any object is referenced in the Apex Controller and the component will display the fields and records for which the users do not have access. Therefore we should manually enforce the FLS and CRUD in the Apex Controller. Also when we use Lightning Data service  it takes care of FLS and CRUD for us.

How can we display loading spinner in lightning component?

Spinners are CSS loading indicators that should be shown when retrieving data or performing slow computations. lightning:spinner displays an animated spinner image to indicate that a request is loading. This component can be used when retrieving data or performing an operation that takes time to complete.

aura:waiting and aura:donewaiting can be used for controlling the loading spinner.

For more details please refer to below post lightning spinner

How can we conditionally display content in lightning component?

We can use aura:if to conditionally display content in lightning component. For more details refer to below post aura:if in lightning component

What is the use of force:hasRecordId interface?

or

How to get current record id in lightning component?

Add the force:hasRecordId interface to a Lightning component to enable the component to be assigned the ID of the current record. The current record ID is useful if the component is used on a Lightning record page, as an object-specific custom action or action override in Lightning Experience or the Salesforce app, and so on. This interface has no effect except when used within Lightning Experience, the Salesforce mobile app, and template-based communities.

For more details refer below link force:hasRecordId

What is a FlexiPage in lightning?

FlexiPage represents the metadata associated with a Lightning page. A Lightning page represents a customizable screen made up of regions containing Lightning components.
A Lightning page can contain upto 25 components. Flexi page are stored as xml file and can be deployed using metadata api or any deployment tool.

Lightning pages are referred as FlexiPages in API and referred as Lightning pages elsewhere in SFDC documentation.

How can we deploy lightning components?

Lightning components can be deployed similar to any other component using changeset, ant migration tool, eclipse or any other migration tool.

What Is Lightning Data Service?

Use Lightning Data Service to load, create, edit, or delete a record in your component without requiring Apex code. Lightning Data Service handles sharing rules and field-level security for you. In addition to not needing Apex, Lightning Data Service improves performance and user interface consistency. Main advantage of using lightning data service is that we can perform basic operations without Apex code.

For more details refer to below link Lightning Data Service

What are List of Global value providers in lightning?

  • $globalID
  • $Browser
  • $Label
  • $Locale
  • $Resource

 

How to create popup in lightning component?

Modals/Popup Box are used to display content in a layer above the app. This paradigm is used in cases such as the creation or editing of a record, as well as various types of messaging and wizards.

For more details, refer to below link Modal/Popup Lightning Component Salesforce

For more details about lightning, refer to Salesforce Lightning Interview Questions

For more salesforce developer interview questions refer to below links

Salesforce Lightning Interview Questions

Salesforce admin interview questions

Salesforce interview questions

Good luck for interview 🙂

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Everything You Need To Know About Migrating Legacy Data To Salesforce CPQ

Salesforce CPQ is one of the most commonly used Salesforce offerings when it comes to sending quotes to clients. It allows users to price their products according to their configuration, create suitable quotes, and send the same to the clients through suitable platforms.

Salesforce CPQ applications take into consideration a range of customizations, discounts, quantities, and optional features to help the user quote prices in a quick and accurate manner.

Owing to the modern and automated functionality of Salesforce CPQ, companies across the globe are shifting from their old legacy ERP systems to the new CRM applications. However, making such a shift and adapting to the new platform is not easy. In order to move your legacy data into Salesforce CPQ, it is important to take into consideration aspects such as data migration, configuration, business logic, and much more.

Why Should You Migrate Your Legacy Data To Salesforce CPQ?

Conducting Smarter Sales

Moving your legacy data into Salesforce CPQ allows the modern application to follow a strategic approach in accessing your customer database. Salesforce CPQ helps you guide your sales reps in all their tasks to ensure smart and successful sales.

Increased Automation

Salesforce CPQ allows you to automate a number of sales processes, including the generation of suitable quotes by understanding the requirements of your clients.

Increased Accuracy

With Salesforce CPQ, your sales reps can undertake their processes quickly without worrying about their accuracy. The platform guarantees about setting the exact and desired level of pricing according to your requirements. Moreover, the platform allows you to automate approvals to streamline precise transactions.

Better Assessment Of Profitability

Salesforce CPQ provides users with tools and features for analyzing sales structures, making sales forecasts, undertaking deal-making analysis, and much more. This helps your sales reps and management to improve the assessment of profitability.

Reducing Sales Cycle

Moving your legacy data to Salesforce CPQ allows you to shorten your sales cycle to a great extent. As the platform automates the process of generating quotes and delivering them to the clients, it cuts down the time taken by your sales reps to nurture the leads captured. This helps your sales team to generate more leads in a shorter span of time.

Increased Productivity

Salesforce CPQ guarantees users about minimizing errors in pricing and generating quotes with lower lead time. This allows your sales reps to optimize their resources and make the most of the automated tools provided by the Salesforce offering, leading to higher productivity.

Getting Started With Data Migration

While migrating data from legacy ERP systems to Salesforce CPQ, you need to consider specific prerequisites to ensure that all the dependencies are migrated effectively along with your database. For example, if you are migrating a contract into Salesforce CPQ, you need to ensure that you migrate its associations to the concerned account and the opportunity as well. This makes for complete migration.

However, if the concerned account already exists in your Salesforce database, you need to map the relevant properties of the account to the respective Salesforce objects for auto-populating the fields when you migrate the contract.

Another important prerequisite for migrating data into Salesforce CPQ is to clearly define the type of data you need to migrate – historical and new data or historical data only. This provides you with a sense of direction and sets the base for the migration process.

The Use Of Data Migration Tools And Execution Sequence

There are several Salesforce data migration tools that would help you move your legacy database to Salesforce CPQ. However, it is important to remember that the migration process would be implemented in a set sequence of stages. Irrespective of the data migration tool you use, every stage holds equal importance and needs to be completed before reaching the next one.

Here are some of the most commonly used tools/methods for migrating your data to Salesforce:

  • Data Loader – Salesforce data loader is a tool offered by Salesforce to its users for bulk importing and exporting data. As you migrate your data using Data Loader, the tool reads, extracts, and loads information into your system from CSV files or a database.
  • ETL Tools – ETL tools the tools dedicated to extracting, transforming, and loading your data. A simple Google search would provide you with a range of ETL tools to choose from.
  • API Integration – This is the method of migrating your database to Salesforce by integrating two applications using REST or SOAP APIs.
  • Third-Party Tools – These are the tools designed exclusively for Salesforce data migration. You can implement these tools based on your specific needs and preferences for moving your data to Salesforce CPQ.

Stages Of Migrating Legacy Data To Salesforce CPQ

While you are selecting an ideal tool to migrate your legacy data to Salesforce CPQ, the most important aspects to consider are the different CPQ stages involved in migrating every record.

At every stage, the data values remain the same. On migration, Salesforce CPQ would process your records and match them with the assigned “To Be” stage. Every CPQ migration stage is guaranteed against the creation of duplicate records when CPQ processes are running. This is achieved by making use of the “Upsert” capability of Salesforce. Salesforce CPQ allows users to undertake concurrent processing of their database to reduce the overall stage execution time.

Here are the stages involved in migrating your legacy data to Salesforce CPQ:

  • Account Stage
  • Contact Stage
  • Pricebooks
  • Product2
  • Pricebook Entry Stage
  • Opportunity Stage
  • Quote Stage (As Is, To Be, and Sync)
  • Quote Line Item Stage (As Is, To Be, and Sync)
  • CPQ Pricing Engine Stage
  • Contract Migration Stage
  • Renewal Opportunity Stage
  • Billing Migration Stage
  • Post Migration Cleanup Stage

Validating Your Data And Processes

One of the key concerns while migrating your data to Salesforce CPQ is to ensure its integrity and accuracy. Ignoring the quality of the data migrated would end up affecting all your business processes carried out using the concerned records.

Here are some of the key aspects to consider to ensure the integrity of your database in the process of its migration:

Being Aware Of Potential Discrepancies

In order to maintain the integrity of your database, it is important to be aware of the discrepancies that are likely to hamper the quality of your data. These issues can occur in any of the following fields:

  • Migration stages
  • Amendments in pricing
  • Amendments in contracts
  • Amendments in renewals
  • Term and subscription
  • Product nesting
  • Quotation transformation

Also, make sure that you avoid making any assumptions regarding the business-related data stored within your system.

Using An Automated Accelerator

Using an automated accelerator or script can help you validate your data in a faster and more effective manner. However, before you run the automated accelerator, it is important to decide whether your data migration process needs “Configuration” or “No Configuration”. Keeping this in mind, manipulate the stages for your CPQ objects.

“Configuration” stands for migrating your legacy data into Quote or Proposal and the object of Product Configuration along with accompanying data into the object of CPQ line item. Here, the data will appear in a cart which can be updated manually at a later stage.

“No Configuration” stands for migrating your legacy data into the line item objects of Quote and Proposal. To ensure the accuracy of your quote finalization, you need to recreate the rules and logic into Salesforce CPQ to trigger the same when your data is migrated. Also, it is important to note that when you migrate your legacy historical data with no configuration, you do not need to run any business logic during the migration process. This is to prevent your old data to get overridden.

The use of automated accelerators or scripts can also help users match their business processes in a more accurate manner.

Reporting On Discrepancy Or Redundancy

The reporting on discrepancy and redundancy is a process that is commonly performed during the Order Migration stage. A successful Salesforce CPQ migration is defined on the existing as well as the new reconciliations giving zero discrepancies.

Some of the most common sources of data discrepancy include:

  • Rounding errors and decimal point resolution
  • Omitting one-time charges, discounts, shipping charges, or taxes during the process of data migration

If you encounter discrepancy or redundancy of data, here are two important ways in which you can resolve the issue:

  • Avoid manual reconciling of migrated orders. This would break the integrity of the entire data migration process.
  • Always make sure that the stages feeding into the CPQ pricing calculation engine match the business logic for triggering events.

Moreover, you can get rid of discrepancies by performing sample runs of customer invoices and comparing the same to ensure their consistency.

The Final Word

This is all you need to know to get started with the process of migrating your legacy data to Salesforce CPQ. If you are new to Salesforce, it is always advisable to take the help of experts and Salesforce professionals to guide you throughout the process.

 

Permanent link to this article: https://www.sfdcpoint.com/salesforce/everything-you-need-to-know-about-migrating-legacy-data-to-salesforce-cpq/

Best Salesforce Data Migration Practices For Effective Data Management

Best Salesforce Data Migration Practices For Effective Data Management

Best Salesforce Data Migration Practices

Data migration plays an important role in optimizing your Salesforce environment. Whether you want to migrate data into your Salesforce instance or out of it, it is important to be precise and vigilant in doing the same. Organizations often come across technological and managerial challenges while migrating data into or out of their Salesforce instances.

Best Salesforce Data Migration Practices

It is always important to understand that incomplete and incorrect data would negatively affect your business processes. While you migrate your Salesforce data, make sure that you are dealing with the correct record and make use of automated tools for managing your processes.

Some of the major challenges faced by companies in handling their Salesforce databases include:

  • Difficulty in merging data that is organized and structured differently in the event of mergers or acquisitions
  • Having databases that are managed by incongruent parties within the organization
  • Difficulties in making the older in-house and traditional systems communicate with the latest APIs to undertake specific processes

This is why it is important for organizations to have a clearly defines Salesforce data migration strategy to facilitate seamless data management. It allows companies to make the most of their Salesforce instances and handle their databases in the best way possible.

Here are some of the most important Salesforce data migration practices that an organization should implement to optimize its business processes:

Having A Well-defined Data Governance Plan In Place

Having an extensive and practical data governance plan in place provides you with a clear sense of direction when it comes to migrating your Salesforce records. This helps you ensure that everyone is on the same page all the data migration processes are organized to obtain the desired results.

Keeping your Salesforce database clean and centralized should be given prime importance while charting out your data governance plan. Identify the data being moved in or out of your Salesforce org, have a clearly defined process to add or remove the concerned records, and have decision-makers ensure the execution of the plan.

When your Salesforce data is governed well, it helps you streamline your data migration processes and tackle all challenges that come your way.

Keeping Your Data Organized

This is a minor detail that is often overlooked by organizations. Always make sure that the data to be migrated is organized. If you go ahead with Salesforce data migration without focusing on the quality of data being exchanged, it is likely to affect your system and business processes adversely.

To keep your data organized, make sure that every custom field within the database goes through a thorough vetting process for explaining what the field is, how it will be used, and distinguishing between organized and unorganized data.

This information can be used by Salesforce Administrators for creating validation rules, pick lists, and field dependencies to streamline data mapping. However, there are times when pick lists and validation rules are not enough to determine the quality of data being migrated. In such cases, it is advisable to audit the fields by running regular reports and security checks for assessing the junk data.

Moreover, it is important to understand that keeping your database clean and organized should not be a one-time activity. Make sure that you run security checks and undertake data audits on a regular basis to keep your database organized.

Have A Pilot Data Migration Project

For several organizations, Salesforce is often a newer platform and the employees are not completely well-versed with its functionality. Also, the flexible data structure of Salesforce is likely to come in conflict with the existing systems with lesser data flexibility. This can result in your business processes getting affected in an unwanted manner.

In order to prevent these challenges, it is advisable to start with a pilot data migration project. This helps your team in understanding exactly how the process of data migration would take place and how the records will be added to or removed from your Salesforce org.

Once you implement a pilot project to undertake data migration, your data governance team, and other relevant departments will get a hang of how the processes are carried out. For example, if you have valuable sales data stored within an older and less flexible database, it becomes difficult to obtain value from the records. In such cases, you can filter out the unwanted data bring the legacy data into your Salesforce org by using default data settings. This can be followed by extracting important trends and obtaining valuable insights from the database via Salesforce reporting.

Keeping A Check On Data Integrations

Data integrations play an important role in managing your Salesforce database and are often ongoing processes. It is always important to make sure that the data being integrated conforms to acceptable standards. The most ideal way of doing so is by making use of suitable integration tools. These tools identify specific data processes within your system and alert you with any issues with the concerned records.

However, it is also important to understand the integration tools have their own flaws and one shouldn’t blindly rely on them. The right way to keep a check on data integrations is by having a data integration tool in place as well as having the integration written by a professional who understands the tool. This will result in the system sending you alerts that are more accurate.

Moreover, you can check the quality of your data and look for duplicate records by creating an integration status dashboard with the help of Salesforce dashboard tools.

Implementing Third-party Data Integration And Migration Tools

Irrespective of the quality of your data migration and integration plan, you will not be able to streamline your processes without a robust data migration tool in place. It is, therefore, important to implement suitable data migration and integration tool that automates your processes and provides you with the desired results.

An ideal data migration tool should have the following key features:

  • Easy drag-and-drop tools for building data pipelines and keeping the database clean
  • Highly configurable data pipelines that alert the users in case of potential threats and “bad” data
  • Tools to secure the integration processes behind the firewall with the help of a cloud-based service
  • Provision of experts that help users build an integration pipeline in the absence of in-house professionals
  • Latest technology for data cleansing and verification for ensuring that the data being migrated is clean and not corrupt
  • Provision for scheduling of processes and seamless process automation to reduce manual interference
  • Higher accuracy of processes undertaken
  • A wide range of data targets, including popular cloud data warehouse platforms such as Snowflake, BigQuery, Amazon Redshift, etc., relational databases such as SQL Server, Oracle, MySQL, etc., and REST API.
  • The ability to read from and writing into your Salesforce instance

Apart from preventing developers from going ahead with manual programming, the use of third-party tools helps users in faster implementation of quality integrations. This is essentially because these tools are pre-built and offer built-in data validation features. Also, the third-party tools help users in making sure that the data stored within their systems are always clean ad up-to-date.

Using The Right Salesforce Tools

Selecting the right Salesforce always helps you leverage your data migration processes. For example, using Salesforce reporting allows you to export Excel files and text files from your Salesforce instance to other systems. Data Loader helps you in importing data from external sources to your Salesforce org. An able developer or administrator can implement these tools and use them for creating a seamless integration pipeline without writing codes.

In order to do so, the user needs to have a careful oversight for spotting bad data and issues with data formatting for loading data. Although it requires a lot of precision and effort, it is a good way to start integrating new implementations within your organization.

If your data migration needs are limited and simple, it is always advisable to make use of in-built Salesforce tools to manage your records.

Employing Salesforce API

Salesforce API allows developers to upload and download data using their Salesforce environment. They use Salesforce Object Query Language (SOQL) for retrieving data from Salesforce and writing code to insert or update specific Salesforce objects (standard and custom).

Although it requires manual programming, the Salesforce API is pretty flexible and convenient to use. Developers need specific development resources and integration specifications every time they undertake Salesforce integration.

Some of the key benefits of using Salesforce API include:

  • Reduced need for data entries
  • Saving time in data migration
  • Automating the movement of data between apps to be integrated
  • Reducing the need for a user to run a report manually in order to export the results

The Final Word

These were some of the most important Salesforce data migration practices and strategies that should be implemented within your organization. Before going ahead with a data migration tool or creating a migration plan, always make sure that your database is clean and the processes are in sync with your organizational needs.

 

Permanent link to this article: https://www.sfdcpoint.com/salesforce/best-salesforce-data-migration-practices-for-effective-data-management/

Salesforce Marketing Cloud Implementation Guide

Salesforce Marketing Cloud is the world’s most influential digital marketing platform, allowing you to plan, personalize, and optimize 1:1 customer journeys. It enables you to communicate with customers through various ways, including Journey Management, Email, Mobile, Social, Ads, Network, Predictive Intelligence, Content & Messaging, and Customer Data platforms.

It is the best resolution for your organization because it allows you to reach out to your consumers with the right offer at the right time and in the right place.

Salesforce marketing cloud services include a solution for every marketing channel you use to communicate with your prospects and clients. The utter volume of options available to you can often be overwhelming, leaving you unsure where to begin.

In this Marketing Cloud Implementation Guide, we’ll look at:

1. Who is responsible for what?

Please make the following people aware of their roles, depending on the size of your company:

Marketers: These are platform users who will create campaigns, marketing strategies and manage prospects engagement using Marketing Cloud’s various apps (Journey builder, automation tools, contact builder, email studio, etc.)

Webmaster: The webmaster will be responsible for implementing the platform’s various apps (Journey builder, automation tools, contact builder, email studio, etc.)

Because the purpose of the Marketing Cloud Implementation is to convert prospects into qualified leads, addressing marketing strategy, and construct journeys to boost efficiency.

Management: It’s good to keep control informed about the cloud implementation because they could wish to produce reports and dashboards to track the platform’s metrics changes.

2. Account configuration Business Units Roles:

Retailing Cloud uses a graded administration organization called Business Units to govern access to information and information exchange.

SAP / Private IP: The Send Authentication Package (CAP) was created to improve deliverability and reputation while sending emails. Its services are the private area, dedicated IP, RMM (Reply Mail Management), and account branding tool.

Reply Mail Management is a solution that automates auto-responder (OOO) responses and unsubscribes requests. One must configure the reply emails to be sent to the Reply-To address that will act on messages.

Send Management: One can save time and effort by using this option. It allows you to build a send classification in a central location for email jobs that can be reused for many emails send definitions by combining these parameters: Sender profile, CAN-SPAM priority, and Delivery Profile.

File Transfer Locations: Each implementation is assigned one Enhanced FTP, a safe and versatile file transfer protocol. It must be configured for you to be able to import and export files, as well as run reports on your computer.

3. Data Management

Data management: It is critical for a variety of reasons. Data is gathered from various sources, including CRM, websites, apps, and file import. To accommodate these multiple data segmentation demands, the following data management features are available.

Lists: The Marketing Cloud Email Application’s default method of storing data in an index. It only necessitates a minimal amount of setting and setup. Emails are sent to your subscribers using lists. When you join a new subscriber to your list, they will automatically be added to All Subscribers (Master database for your account).

Data Extension: Because lists have limits and can only be used to add subscribers, data extension addresses this by allowing you to construct custom databases for your subscribers as well as any other form of data.

Product Catalogue, Activities Tracked, business, store information, Warehouse, and Product SKUs are a few examples. Make a sendable data extension related to All Subscribers when creating a data extension to store subscribers.

Contact Builder: It is a fantastic program that comes with various tools that provide you access to your account’s contact data. The contact builder allows you to manage and link data from external sources. It also gives you a unified view of your customer’s interactions with your company.

This can help you better recognize your client’s behaviour and wants, allowing you to improve and personalize customer encounters depending on the data you’ve gathered.

4. Creating Templates, Forms, Landing Pages, and Microsites

One has two options for creating an email, a form, or a landing page:
Use Marketing Cloud’s tools or paste HTML code. If you want to alter the code or use the AMP script in either scenario, you may need IT assistance. This can help you boost engagement by allowing you to use advanced personalization and dynamic content.

You’ll also need the assistance of a webmaster to embed the Web Collect (form) code into your webpage. Cloud implementation capabilities can automate repetitive processes (such as emails, social media, and other website actions) to make your marketing team’s job easier. It will allow them to be more productive and concentrate on the essential things.

Playbooks:

This is a three-part Welcome series program that your new subscribers signed up for. The first email will be sent, followed by the second and third emails, sent to the subscriber when a certain amount of time has passed.

Create three email messages, a subscriber list or data extension as a subscriber source, and an attribute or field that contains the date indicating when the subscriber enrolled in the list or data extension to run this program.

During the customer lifecycle, the Welcome series playbook has the highest open and click-through rates. It would help if you made a lasting impression on your customer so that they will want to come back for more.

Automation Studio:
Using this drag-and-drop interface, you may automate various tasks by creating a workflow and setting a timetable. You can create a workflow to unzip a file, transfer tracking data, or filter data to deliver targeted and relevant messages, for example.

Conclusion:

Salesforce Marketing Cloud is a dynamic environment. You (and your team) will be familiar with the basic features once you’ve successfully implemented the Marketing Cloud as your primary marketing tool.

The platform’s advanced capabilities so that you can stay current with marketing developments. Thankfully, unravelling the Salesforce Marketing Cloud (SFMC) deployment strategy is as simple as wearing a ball of yarn once you have the starting point.

Permanent link to this article: https://www.sfdcpoint.com/salesforce/salesforce-marketing-cloud-implementation-guide/

What Is Salesforce Integration?

Salesforce has been helping organizations in handling their customer databases for over two decades. It provides users with the right mix of process automation and personalization to tailor their services based on the specific requirements of the clients.

However, if you are willing to extend the functionalities of the CRM giant and merge it with another suitable platform, you can do so with the help of Salesforce integration.

What Is Salesforce Integration?

Salesforce integration is the process of merging the data and functionality of Salesforce with another application to provide users with a single unified experience. It allows you to provide your team with an ideal mix of features pertaining to both platforms.

Salesforce users often face the issue of reconciling data between two platforms and switching between them while performing specific activities. Salesforce integration relieves them from this problem and provides them with a centralized platform to work on.

For example, Salesforce PayPal integration would allow you to use your Salesforce org as a payment gateway. Similarly, Salesforce Twilio integration would streamline your communication processes with your clients.

Salesforce Integration Processes

There are two major approaches to carry out the process of Salesforce integration – App-based and code-based.

App-based Salesforce Integration

As the name suggests, app-based Salesforce integration is carried out using dedicated applications. These apps allow users to integrate the data between two apps and develop a unified platform with a few simple clicks.

In order to integrate your Salesforce CRM with suitable applications, you would need a robust and smooth integration platform that facilitates the seamless transfer of data between the two applications.

Some popular third-party apps that facilitate effective Salesforce integration include Zapier and Jitterbit among others.

Code-based Salesforce Integration

Apart from using dedicated applications, Salesforce integration can also be carried out with the help of a programming language. The use of Apex is the most common example of code-based Salesforce integration. It is a proprietary programming language having a syntax that is similar to Java. 

Some of the core benefits of carrying out code-based Salesforce integration using Apex include:

  • Built-in support for Salesforce Lightning Platform
  • Simple to use and easy to understand language
  • Suited for different API versions
  • The programming language can be hosted on the Lightning Platform and entirely controlled by the same

Different Ways To Integrate Salesforce

Salesforce integration can be carried out for different layers within your CRM platforms, such as data, user interface, and business logic.

Business Logic Integration

Business logic integration involves using Apex Web Services for Inbound and Apex Callouts for Outbound for handling business logic across different applications and accomplishing end-to-end business processes.

User Interface Integration

This integration revolves around permitting users to enter different applications from a single unified platform. The approach here is similar to that of Facebook, where multiple application vendors can post content on a single platform.

Data Integration

With data integration, you can use REST or SOAP APIs for allowing a centralized application in your organization to act as the key source of a specific business object. Such integration does not require any coding and cannot be used for implementing any custom logic.

Salesforce Integration Checklist

Before you go ahead with Salesforce integration, make sure you adhere to this checklist to ensure a smooth and effective integration process:

Extensive Planning

The most important aspect of Salesforce integration is developing an extensive implementation plan. Just like any other project, the integration process requires you to create a project timeline and clearly define the objectives you are willing to achieve.

Make sure you list down all the technical requirements for the integration along with the key goals to be achieved. Have a clear mission and vision before you start with the implementation. Make sure you identify the owner and data involved in the integrated application to be created. Also, make sure you have a complete understanding of integration standards and practices while charting out the plan.

Understanding Both The Applications

It is important for a developer to understand both the applications that they are willing to integrate, one of them being a Salesforce app. In order to be well-versed with the apps, it is advisable to spend more time preparing the data required for integration. This would help the developer in understanding the dependency of both the applications with each other. 

It is also important to ensure that both applications have the same data architecture to undertake smooth and seamless integration. Lastly, it is important to make sure that APIs are enabled on both the applications and focus on API limits before going ahead with the integration process.

Understanding The Processes Involved

Along with the applications to be integrated, it is important to be well-versed with the processes you need to carry out using the integrated platform. This will help you provide your team with a platform that is tailor-made according to their needs and preferences. 

In order to understand the processes involved, make sure that you identify the endpoints in both applications. Check the provision for effective connection to carry out custom integration and third-party integration tool. For each of the applications involved, determine the performance of data delivery to ensure smooth and hassle-free transfer of data. 

Moreover, to make prevent unauthorized access of data and unwanted data breaches, it is advisable to use IP Whitelisting. This would limit the users allowed to access your data and allow only trusted users to make changes to your database.

Important Considerations Before Salesforce Integration

  • Reviewing API limits for both the applications

  • Identifying the integration type (real-time or batch integration)
  • Monitoring authentication of the system
  • Creating custom API to call third-party APIs for necessary additional data
  • Understanding configuration options available
  • Being aware of the information not to be transferred between the two platforms

The Final Word

Salesforce integration allows developers to enhance the functionality of Salesforce and help users save their time and efforts in using tools pertaining to different platforms. Whenever you plan to go ahead with Salesforce integration, it is always advisable to take the help of integration experts to obtain the best results.

Permanent link to this article: https://www.sfdcpoint.com/salesforce/what-is-salesforce-integration/

11 Tips for boosting SEO with Salesforce Commerce Cloud

Salesforce Commerce Cloud SEO or SFCC is an e-commerce platform that streamlines the analytics and reporting of large and medium scale businesses.

The main aim of SFCC is to generate new clicks for online businesses by ranking them on the top of search engines. Thus, with SFCC, you can grow the ranking of your business and get noticed by customers online.

On average, 40% of people who buy things online begin their buyer journey searching search engines.

SFCC helps you build a search strategy by maximizing your ranking on search engines, thus boosting your organic ranking and boosting your sales.

Salesforce Commerce Cloud SEO gives businesses these advantages:

1) Grows your online traffic by ranking your business at the top of search engines

2) Boost the ROI of your business by acquiring costumes organically

3) Improve the conversion of your sales activities by targeting customers on search engines.

4) Assist you in creating URLs that are SEO friendly and define your product and attributes

5) Increase your brand presence by improving your page ranking

This article will look at Salesforce Commerce Cloud SEO and give you tips on how you can rank your website and get various advantages by using this cloud-based software.

Build an optimal SEO strategy

With Salesforce Commerce Cloud, you can develop a high-performance SEO services strategy that increases your organic traffic, Boost sales and CTR and increase your GMV. In addition, Salesforce Commerce Cloud helps you build your online storefront for shoppers and search engines to navigate. With SFCC, you can build a rich site architecture that loads quickly and helps you rank your page.

Set clean, user-friendly UrLs  

Salesforce commerce cloud allows you to set URLs that are unique and are easy to remember by customers. With this software, you can set URLS with different variables according to your online positioning and product. In addition, URLs by SFCC are clean and effortless to remember. The software will also inform you if you have duplicate urls and automatically redirect to its preferred structure.

Create Custom Metadata

Every page on the internet has custom Metadata that helps it get ranked on search engines. With SfCC, you can create custom URL data that is recognized by search engine crawlers. Furthermore, SfCC makes it easier to generate custom Urls that inherit the parent’s page custom data. In addition, SfCC ensures that all your titles and descriptions are easy to edit.

Create engaging content 

The more content you have on your webpage, the more likely it is that your page will be noticed by crawlers and be differentiated from the competition. You can use user-generated content to get more attention from search engine crawlers. User-generated content such as reviews and comments are a great way to create content on your website that converts users into customers.

Compress files 

SEO services know that your website’s speed and usability are other factors that affect your SEO ranking. To get the best results, it is recommended to compress your CSS, HTML and Javascript files. By compressing your files, you can ensure better speeds for your website that is preferred by website crawlers. Once you minimize the files on your website, use PageSpeed Insights to see the results.

Create Internal Links        

Internal links help Google bots and crawlers find your deeply hidden pages with ease. You can access the internal links of your website through the boiler page section of a page, i.e., headers and footers of content, image links etc. Avoid anchor text that is too spammy, like ‘Click here and only use anchor text where it is extremely necessary.

You can link your product pages to brand pages by using long-form descriptions. Again, third-party integration with Bloomreach will give you the best results.

Leverage SEO features 

SFCC offers a number of SEO services that allow you to create customizable 404 pages, analyze broken URL links, configure ALT tabs, optimize digital imaging servicing and more. In addition, SFCC helps you build an optimal SEO strategy that increases your ranking on search engines.

Leverage canonical tagging 

Canonical tagging tells websites that a specific URL represents the master copy of the page. Canonical tagging solves the issue of multiple or duplicate contents showing on different URLs. SFCC lets you build custom storefront URLs that define product attributes and descriptions.

Segment your XML sitemaps 

Using SfCC, you can split up your XML sitemaps into a product, brand, or content (which iis landing pages, descriptions, guides and more).

Splitting up your XML file, Google an idea of how you want your content crawled. It simplifies the job for crawlers as it tells them how you want your content crawled. For example, you may want the product page of your website crawled more often than your about page. By segmenting your XML sitemap, you give more attention to these pages rather than pages of lesser value to your business.

Prioritize your crawl budget 

Many large businesses have websites that are too many pages to crawl. For example, an SfCC site may have 50,000 URL or more. You can use directives in your robot.txt file to direct crawlers to the URls you want to be crawled. Setting up a robot.txt file for this purpose notifies Google of the pages that you do not want to be crawled on priority and tells crawlers the most important pages to be crawled. Doing this can get your attention from Google about pages that need to be crawled and have the highest site traffic, impressions and click data.

What should you do with discounted product pages

Discontinued pages should be given attention to if you wish for your site to rank on google. A discontinued page may be a product page that is now out of service. Customers landing on this page may increase the bounce rate once they see that this page is no longer in use.

What are the best options to deal with discontinued pages? 

404 response: some products have a quick life cycle and quickly go out of stock. In that case, a 404 response with a quirky message that the page no longer exists may help. You can also create a link that takes customers back to the product catalog page or provide a feed of similar products.

Conclusion

With the above steps, you can ensure that SFCC boosts the SEO of your website. Follow these steps with the Salesforce Commerce Cloud SEO so that your website is noticed by crawlers and ranks on Google organically.

Permanent link to this article: https://www.sfdcpoint.com/salesforce/seo-with-salesforce-commerce-cloud/

How To Integrate Salesforce With QuickBooks

Third-party integrations have always been some of the major benefits of using Salesforce. Users can get their Salesforce CRM integrated with an array of apps and services to extend its overall functionality. It allows them to operate on a centralized platform instead of having to switch between different applications.
The Salesforce QuickBooks integration is one such integration that is loved by the users of both platforms.

QuickBooks is a popular accounting platform that helps users in developing on-premise and cloud-based accounting solutions for their businesses. It helps you in keeping a track of your financial transactions, manage payroll, take note of invoices generated/received, and manage income and expenses out from a unified interface.

When you integrate Salesforce with QuickBooks, you can undertake automated accounting processes on your CRM database. The integrated platform allows you to keep a track of all the financial processes carried out within your organization, taking your accounts and contacts into consideration.

This provides you with a single unified platform for performing accounting and CRM activities on the same set of data. Instead of having to use a different platform for managing accounts and tracking financial processes, the integrated platform allows Salesforce users to save their time and effort by working on a single UI effectively.

How To Connect Salesforce With QuickQuicks

There are two major ways in which you can undertake the Salesforce QuickBooks integration – by installing an application and through custom development.

Installing An Application

The most commonly used method of carrying out Salesforce QuickBooks integration is by installing an application that allows you to connect the two platforms. a quick visit to Salesforce AppExchange will provide you with several applications to choose from.

These applications require you to create accounts on both platforms and integrate your data in a seamless manner. Intuit, Avankia, and Boomi Atmosphere are some of the most popular applications on AppExchange that help you integrate Salesforce with QuickBooks.

Custom Development

The other way of carrying out the Salesforce QuickBooks integration is through custom development of the application. Intuit, the parent company of QuickBooks, has released its own software development kit for organizations to implement and customize the platform according to their specific needs and preferences.
You can get in touch with professional developers that would help you create a customized solution for integrating the two platforms. However, this is a more expensive alternative due to the fees charged by the developers. Nevertheless, you will get an integrated platform exactly the way you want it to be.
Important Considerations Before Integrating Salesforce With QuickBooks

Here are some of the important things you should keep in mind before going ahead with Salesforce QuickBooks integration:

Make sure which version of QuickBooks you are integrating Salesforce with – desktop or cloud
Ascertain whether you want a one-way or a two-way integration between the two platforms
Do you need the system to update records in real-time or do you want to schedule the update of your records?

Ascertain the type of approvals the users would need for updating a transaction into your QuickBooks accounting system

Make sure you are using the right Salesforce edition that has been certified to work with QuickBooks
Calculate the estimated return on investment on carrying out the integration
Make sure that your Salesforce integration and QuickBooks business process flow match to carry out seamless integration

Once you are through with these considerations, you can go ahead with integrating your Salesforce org with QuickBooks. The integration is bound to help your sales reps and your accounting team in streamlining their processes.

Permanent link to this article: https://www.sfdcpoint.com/salesforce/integrate-salesforce-with-quickbooks/