Difference Between Workflow Process Builder and Flow

Difference Between Workflow Process Builder and Flow

Difference Between Workflow Process Builder and Flow

All of the mentioned tools come under automation tools in salesforce. Let’s understand the difference between all of them.

Workflow:

Workflow in Salesforce is a tool that automates certain actions based on particular criteria. If the criteria/conditions are met, the actions get executed. When criteria are not satisfied, records will get saved but no action will get evaluated.

Workflow is a container that consists of two components as follows:

  1. Criteria: It contains the condition which if found correct /true then action will be executed.
  2. Actions: It contains the actions that should be performed when the criteria are met.

Actions in workflow rules are of two types depending on when they are executed:

  1. a) Immediate Actions (These actions are executed immediately when the criteria for a rule are met)
  2. b) Time-Triggered Actions (These actions execute at a specific time that is specified when creating this type of action)

There are four types of actions that can be specified in a workflow rule:

  • An Email Alert
  • Field Update
  • Tasks
  • Outbound Messages

More details about Workflows In Salesforce 

Advantages of Workflow:

  • Workflow Rules are well-known and widely used. It’s been around a while and is dependable. It’s limited in functionality compared to other automation tools like Process Builder, it’s fast and easy to use and rarely breaks.
  • Because of its simplicity, it’s a great initiator tool for a new Salesforce admin. The functionality is simple and there are scanty limits. This makes it ideal for a medium or large organization that needs to handle the amount of information.

 

Disadvantages of Workflow:

  • If you’re awaiting advanced automation capability, you’ll need to look somewhere. Because Workflow Rules only evaluate one outcome, either the outcome is true and the action is executed, or the outcome is false and the action will not get executed.
  • Workflow rules will only evaluate one output at a time, either it’s true and it will execute, or it’s false and it won’t execute. The fact that they are so simple can also be their collapse.

 

Process Builder:

Another automated tool or we can say a Process Builder is an extension of workflow with some additional features. This automation tool is easy to construct, has abundant functionality, and has increased the justifying work an admin can do. In Process Builder, you can create an entire process in one integrated place rather than creating various workflow rules.

It consists of various actions associated with it:

  • Creating Records
  • Updating Records
  • Posting on Chatter
  • Quick Action
  • Launching or Triggering the Flow
  • Submitting the Record Automatically for Approval
  • Calling or Trigerring Apex Code
  • Invoking Another Process
  • Sending an Email Alert

With Process Builder, admins finally accessed the ability to demonstrate a proper order of operations/processes. Before Process Builder, admins were grappling with complex evasion just to be sure tasks occurred in logical order.
Also, Process Builder has versions, so you can hold on to deactivated Processes. This can be beneficial if you’ve realized something that is not working since you can recall seeing what was happening previously.

Advantages of Process Builder:

  • Because of its enlarged list of features, Process Builder can do just about anything and everything. With many decision points, more than one output is possible. And Process Builder finally gives admins the ability to exhibit the proper order of operations within a process.
  • Process Builder can merge numerous workflows into the unit process and can have a series of criteria.
  • Child records can be updated in Process Builder.

 

Disadvantages of Process Builder:

  • Created actions can not be re-used (except an email alert) and need to be re-examined for every criterion.
  • You can not edit a process once it’s saved. For editing, you need to clone it first.
  • Some standard fields (activity due date) for instance are still not able to be updated if they cannot be updated via standard workflow.
  • It can not send outbound messages.

 

Flows:

To automate complex business processes Flow can be used in salesforce. It collects data and performed actions on the given data. It can be used to construct code-like logic without using any programming languages.

Flow can also be called Lightning Flow or Visual workflow. Flow can be used to update, edit, and create salesforce information and makes it available to the users. It can execute logic by interacting with the salesforce database and guide users through screens for collecting and updating information. Flow is more powerful than workflow rules and process builders. Workflow rules are always executed behind the scene, flows can provide screens to guide us through our business process. Flows aren’t bound to any one object. Flow can create, update, and delete records for multiple objects.

We can create various types of flows as per our business requirements. Flows can be classified into two main categories: a) Screen Flow b) Auto launched Flow

Screen Flow – It requires user interaction because it includes screens, local actions, series of steps, choices, or dynamic choices.

Auto launched Flow – It doesn’t require user interaction. Also doesn’t support screens, local actions, choices, or choice sets. It is used for complex business logic without writing a code.

Advantages Of Flows:

  • Flow can do the things which Process Builder can’t. It is generally a lot more powerful and useful, not just in terms of special features, but in terms of the huge picture. It gives Admins access to “code-like” functionality, without having to write a single-line code.
  • This low-code or no-code, a drag-and-drop feature of flow enables the admin to reduce times for clients, digitize business workflows, and improve quality.

 

Disadvantages of Flow:

  • Limitations are the same as process builder. There’s a large graph, so do not expect an easy-to-use wizard-style screen like the Process Builder. Again, processes can easily be broken.

 

Key Differences between Workflow, Process Builder, and Flow:

Workflow vs Process builder:

  • Both process builder and workflow are automation tools that execute whenever the records get created or edited. But the difference is workflow is an old-school automation tool, process builder gives you a user-friendly visual representation of the process as you build it.
  • you can do more with process builder as compared to workflows so in workflows we have four types of actions: Send an email, Field update, Task, Outbound message, and process builder we have 8 types of actions that are: Create a record, Update a record, Post something on to chatter, Launch a flow, Launch a quick action, Submit automatically for the approval, Call an apex code, Invoke another process.
  • Outbound messages can not be sent using process builder for that you’ll have to go for the workflow rules.
  • Process builder allows you to control the order of different actions like at which criteria which action gets executed and after that this criteria should be evaluated. You’ll be able to control the evaluation criteria of the processes using process builder which you’re not able to do with workflow. For example, if you created four workflow rules on a single object which one is gonna execute first and which gonna execute next you can’t predict that. But in process builder, we can decide the order of execution.

 

Process Builder vs Flow:

  • Flow Builder can launch a chain of flows based on the results of the preceding one. Process Builder can trigger a flow, but it is less powerful and can’t launch a process depending on another process.
  • Flow is faster than process builder.
  • Flows are less time-consuming and very efficient than Process Builder (based on how you build logic) so it should be made allowance for if you are building multi-node process builders.

 

Conclusion:

At the end of 2022, Salesforce will be retiring Workflow Rules and Process Builder automation tools. Already created Workflow Rules and Process Builders will continue to run, but you will not be able to create a new rule using these tools. Rather, you need to create new automation using Flow.

You can check  “Choose the Right Automation Tool” on the Trailhead site and you’ll see the below message:

“For all behind-the-scenes automation needs, we recommend that you use Flow Builder. Use Process Builder only if you’re already familiar with using it and you need to edit an existing process. To create a new automated process, use Flow Builder instead.

That’s all about Difference Between Workflow Process Builder and Flow.

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Salesforce Integration Interview Questions And Answers

Salesforce Integration Interview Questions And Answers

In this post I am going to share Salesforce Integration Interview questions and answers

Here is list of all Salesforce Integration Interview Questions And Answers:

  • What is Integration?
  • What are possible Ways to Integrate with Salesforce Force.com?
  • What is webservices?
  • What is Protocal ?
  • How many types of API’s avaliable in salesforce?
  • When to Use REST API
  • When to Use SOAP API
  • When to Use Chatter REST API
  • When to Use Streaming API
  • When to Use Apex REST API
  • When to Use Apex SOAP API
  • When to Use Tooling API
  • What is Call In and Call Out?
  • What is WSDL ?
  • What is difference between Enterprise WSDL and Partner WSDL?
  • How SOAP can be accessed ?
  • How to generate WSDL file?
  • How to consume external WSDL file
  • What is remote site settings ?
  • How manys ways to XML parsing ?
  • How to read root element in XML DOM ?
  • How to read child element in XML DOM ?
  • How to read all child elements in XML DOM ?
  • How to read text between tags ?
  • How SOAP and REST will Communicate ?
  • What are methods in REST
  • What is difference between SOAP and REST?
  • What is JSON ?

 

Salesforce Integration Interview questions and answers in detail

What is Integration?

Integration is a process of connecting two applications. A typical enterprise uses many applications, many or most of which are not designed to work with one another out of the box. Integrating separate but related apps helps organizations achieve greater levels of operational consistency, efficiency, and quality. Each application can have data, business logic, presentation, and security layers, all of which are possible targets for integration. This page is an overall launch point for exploring the various integration options related to Force.com and other Salesforce platform technologies.

What are possible Ways to Integrate with Salesforce Force.com?

  • User Interface Integration: Combine the UIs of two or more apps to create composite apps with little or no rework on the UI of each individual app. One example is using force.com Canvas
  • Business Logic Integration: It uses Apex Web Services for Inbound and Apex Callouts for Outbound. It typically handles a scenario where business logic is spread across several applications to implement the complete end-to-end business process. An example would be building complex logic on the data received before committing it into Salesforce.
  • Data Integration:It uses SOAP APIs and REST APIs. It typically handles data synchronization requirements, where one application in an enterprise acts as the primary source for a particular business object, like Account.

 

What is webservices?

Webservices is a functionality or code which helps to us to do integration. Web services are open standard (XML, SOAP, HTTP, etc.) based web applications that interact with other web applications for the purpose of exchanging data. Web services can convert your existing applications into web applications.

What is Protocal ?

Protocal is a set of mutually accepted and implemented rules at both ends of the communications channel for the proper exchange of information.

How many types of API’s avaliable in salesforce?

  • REST API
  • SOAP API
  • Bulk API
  • Streaming API
  • Metadata API
  • Chatter REST API
  • User Interface API
  • Analytics REST API
  • Apex REST API
  • Apex SOAP API
  • Tooling API

 

When to Use REST API

REST API provides a powerful, convenient, and simple REST-based web services interface for interacting with Salesforce. Its advantages include ease of integration and development, and it’s an excellent choice of technology for use with mobile applications and web projects. For certain projects, you may want to use REST API with other Salesforce REST APIs. To build UI for creating, reading, updating, and deleting records, including building UI for list views, actions, and dependent picklists, use User Interface API. To build UI for Chatter, communities, or recommendations, use Chatter REST API. If you have many records to process, consider using Bulk API, which is based on REST principles and optimized for large sets of data.

When to Use SOAP API

SOAP API provides a powerful, convenient, and simple SOAP-based web services interface for interacting with Salesforce. You can use SOAP API to create, retrieve, update, or delete records. You can also use SOAP API to perform searches and much more. Use SOAP API in any language that supports web services.

For example, you can use SOAP API to integrate Salesforce with your org’s ERP and finance systems. You can also deliver real-time sales and support information to company portals and populate critical business systems with customer information.

When to Use Chatter REST API

Use Chatter REST API to display Chatter feeds, users, groups, and followers, especially in mobile applications. Chatter REST API also provides programmatic access to files, recommendations, topics, notifications, Data.com purchasing, and more. Chatter REST API is similar to APIs offered by other companies with feeds, such as Facebook and Twitter, but it also exposes Salesforce features beyond Chatter.

Use Chatter REST API to display Chatter feeds, users, groups, and followers, especially in mobile applications. Chatter REST API also provides programmatic access to files, recommendations, topics, notifications, Data.com purchasing, and more. Chatter REST API is similar to APIs offered by other companies with feeds, such as Facebook and Twitter, but it also exposes Salesforce features beyond Chatter.

When to Use Streaming API

Use Streaming API to receive near-real-time streams of data that are based on changes in Salesforce records or custom payloads. For Salesforce record changes, Salesforce publishes notifications when the changes occur. For custom notifications, you can publish event messages. Subscribers can receive notifications using CometD—an implementation of the Bayeux protocol that simulates push technology. Clients can subscribe to some types of events with Apex triggers or declaratively with Process Builder and flows.

When to Use Apex REST API

Use Apex REST API when you want to expose your Apex classes and methods so that external applications can access your code through REST architecture. Apex REST API supports both OAuth 2.0 and Session ID for authorization.

When to Use Apex SOAP API

Use Apex SOAP API when you want to expose Apex methods as SOAP web service APIs so that external applications can access your code through SOAP.

Apex SOAP API supports both OAuth 2.0 and Session ID for authorization.

When to Use Tooling API

Use Tooling API to integrate Salesforce metadata with other systems. Metadata types are exposed as sObjects, so you can access one component of a complex type. This field-level access speeds up operations on complex metadata types. You can also build custom development tools for Force.com applications. For example, use Tooling API to manage and deploy working copies of Apex classes and triggers and Visualforce pages and components. You can also set checkpoints or heap dump markers, execute anonymous Apex, and access logging and code coverage information.

What is Call In and Call Out?

Call In is used to exposing our webservices to another system.
Call out enables you to tightly integrate your Apex with an external service by making a call to an external Web service or sending a HTTP request from Apex code and then receiving the response.

What is WSDL ?

WSDL (Web Services Description Language) is an XML document that describes a web service. WSDL is derived from Microsoft’s Simple Object Access Protocol (SOAP) and IBM’s Network Accessible Service Specification Language (NASSL). WSDL replaces both NASSL and SOAP as the means of expressing business services in the UDDI registry. It is used in combination with SOAP and XML Schema to provide web services over the Internet. A client program connecting to a web service can read the WSDL to determine what functions are available on the server. Any special datatypes used are embedded in the WSDL file in the form of XML Schema. The client can then use SOAP to actually call one of the functions listed in the WSDL. There are two types of WSDL in  Salesforce:

  • Enterprise WSDL
  • Partner WSDL

What is difference between Enterprise WSDL and Partner WSDL?

Enterprise WSDL

  • The Enterprise WSDL is strongly typed.
  • The Enterprise WSDL is tied (bound) to a specific configuration of Salesforce (ie. a specific organization’s Salesforce configuration).
  • The Enterprise WSDL changes if modifications (e.g custom fields or custom objects) are made to an organization’s Salesforce configuration.

Partner WSDL

  • The Partner WSDL is loosely typed.
  • The Partner WSDL can be used to reflect against/interrogate any configuration of Salesforce (ie. any organization’s Salesforce configuration).
  • The Partner WSDL is static, and hence does not change if modifications are made to an organization’s Salesforce configuration.

How SOAP can be accessed ?

SOAP can be communicate through WSDL file, without WSDL file we can’t do integration.
Message format in SOAP is XML

How to generate WSDL file?

  • Go to Setup -> Develop  -> apex classes
  • Click on Apex class
  • Click on Generate WSDL button
  • Generate WSDL code from class
  • Save as .wsdl file in your system

 

How to consume external WSDL file

  1. In the application, from Setup, enter Apex Classes in the Quick Find box, then select Apex Classes.
  2. Click Generate from WSDL.
  3. Click Browse to navigate to a WSDL document on your local hard drive or network, or type in the full path. This WSDL document is the basis for the Apex class you are creating.
  4. Click Parse WSDL to verify the WSDL document contents. The application generates a default class name for each namespace in the WSDL document and reports any errors. Parsing fails if the WSDL contains schema types or constructs that aren’t supported by Apex classes, or if the resulting classes exceed the 1 million character limit on Apex classes. For example, the Salesforce SOAP API WSDL cannot be parsed.
  5. Modify the class names as desired. While you can save more than one WSDL namespace into a single class by using the same class name for each namespace, Apex classes can be no more than 1 million characters total.
  6. Click Generate Apex. The final page of the wizard shows which classes were successfully generated, along with any errors from other classes. The page also provides a link to view successfully generated code.

What is remote site settings ?

Remote site settings is used to authorize the endpoint and allow us to whom integrate(end user)

How manys ways to XML parsing ?

They are two ways of XML parsing
1. XML streams
2. XML DOM

How to read root element in XML DOM ?

getroot element

How to read child element in XML DOM ?

getchild element

How to read all child elements in XML DOM ?

getchild elements

How to read text between tags ?

gettext

How SOAP and REST will Communicate ?

SOAP will communicate through WSDL file.
REST will communicate through HTTP protocol.

What are methods in REST

  • HTTPGET : Retrieve data identified by a URL.
  • HTTPPOST : Create a resource or post data to the server.
  • HTTPDELETE : Delete a resource identified by a URL.
  • HTTPPUT : Create or replace the resource sent in the request body.

 

What is difference between SOAP and REST?

SOAP API: The Simple Object Access Protocol (SOAP) is an attempt to define a standard for creating web service APIs. It is a pattern, a web service architecture, which specifies the basic rules to be considered while designing web service platforms. It typically uses HTTP as a layer 7 protocol, although this is not mandatory.

The SOAP message itself consists of an envelope, inside of which are the SOAP headers and body, the actual information we want to send. It is based on the standard XML format, designed especially to transport and store structured data. SOAP may also refer to the format of the XML that the envelope uses. SOAP is a mature standard and is heavily used in many systems, but it does not use many of the functionality build in HTTP. While some consider it slow, it provides a heavy set of functionality which is a necessity in many cases. It might now be the best solution for browser-based clients, due to its custom format.

  • Supports data in the form of XML only and not JSON.
  • Requires WSDL for the integration
  • Use SOAP API in any language that supports Web services.

 

REST API: The Representational State Transfer (REST) is another architectural pattern (resource-oriented), an alternative to SOAP. Unlike SOAP, RESTful applications use the HTTP build-in headers (with a variety of media-types) to carry meta information and use the GET, POST, PUT and DELETE verbs to perform CRUD operations. REST is resource-oriented and uses clean URLs (or RESTful URLs).

  • Supports both XML and JSON format
  • Preferred for mobile and web apps since JSON being Lighter the app runs smoother and faster

What is JSON ?

JSON stands for JavaScript Object Notation. JSON is light weighted than XML.  When exchanging data between a browser and a server, the data can only be text. JSON is text, and we can convert any JavaScript object into JSON, and send JSON to the server.

 

Other Useful links for Salesforce Integration interview questions and answers

https://developer.salesforce.com/page/Integration

Apex Integration Services Trailhead

Other posts related to salesforce interview questions

Salesforce Lightning interview Questions

Salesforce Certified Integration Architecture Designer Exam

I will keep adding more questions to Salesforce Integration Interview questions and answers.

Please add your comments or questions to Salesforce Integration Interview questions and answers.

 

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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.

Now lets see some Apex related Salesforce developer interview questions

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.

Now lets see some Salesforce developer interview questions related to triggers.

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

Now lets see some lightning related Salesforce developer interview questions.

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.

Some more Salesforce developer interview questions related to lightning.

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 the 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 the below links

Salesforce Lightning Interview Questions

Salesforce admin interview questions

Salesforce interview questions

Good luck for the interview 🙂

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

Please add your feedback for Salesforce developer interview questions.

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Salesforce Admin Interview questions

Salesforce Admin Interview questions

In this post, I am going to 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 the 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:

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 the 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 questions 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 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.

Some more Salesforce Lightning Interview Questions

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

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Salesforce Field Service Implementation

Salesforce Field Service Implementation

Salesforce Field Service Implementation and How to Optimize it

Running and maintaining a business demands multiple activities and updates to perform properly. And every organization, at some point or another, will require the services of a technician. And the common problem observed here is that you frequently find that the technician is late or that the schedule or meeting is uncoordinated. The efficient administration of service professionals is therefore one of the most challenging activities for several businesses. With delays, time logs, miscommunications, and a lack of real-time visibility, there is an increased demand for technologies that could streamline and help with field service operations management.

 

Salesforce Field Service, formerly known as Field Service Lightning (FSL), is a field solution provided by Salesforce. This application was designed as a field solution to manage jobs on-site and allow real-time collaboration. The FSL platform from Salesforce focuses on putting the right mobile employee in the right place at the right time to meet or exceed customer expectations.

 

Why should businesses implement Salesforce Field Service Lightning? 

Salesforce Field Service Lightning is a tool that can be utilized to execute the necessary tasks required to run successful and efficient business operations. Field Service Lightning (FSL) is a mobile extension of Salesforce Service Cloud that enables teams to collaborate on work/service in real-time, on-site, or remotely, regardless of an internet connection, to provide an integrated view of workforce management. Businesses can make the best use of field engineers using FSL because it provides routing capabilities, resource deployment, and task status online or as an offline mobile app for work execution. From a smart device, the business can also establish and track work orders, appointments, resources, inventory, maintenance, actions, and more. It is a comprehensive all-in-one platform that includes the following features and benefits for managing a business’s field services:

 

1) Efficient Management of the Work Orders

 

The use of work orders allows for simple and effective fieldwork tracking. Work orders, contracts, accounts, cases, assets, entitlements, and service contracts are all seamlessly integrated with FSL. Proper creation and execution of work orders help in accomplishing a systematic mechanism of service operations. It further makes things easier by providing access to knowledge articles while allowing for SLA compliance tracking.

2) Enhanced Inventory Management

To provide optimal business asset management, this application streamlines the real-time inventory mentioning process. It assists in proactively identifying asset parts in need of repair. The advanced assets feature can also help track a result, one of the most difficult activities for several businesses of customer products. This can be used in conjunction with the asset hierarchy to track products consisting of multiple parts in a single view. As a result, it improves the speed and quality of customer service.

3) Smarter Work Scheduling and Dispatch

This application feature helps workers in scheduling appointments according to priority level and improving process performance by routing a specific service request to the appropriate agent based on time, location, and abilities. For example, suppose there was an emergency at one of the solar-powered plants; with FSL in place, the problem can be quickly addressed, and a field engineer can be dispatched to the site in no time.

4) Operate and monitor through the mobile

Field service technicians who serve the customers while keeping them updated will love the Android and iOS versions of the Field Service Lightning mobile app. Users can use their smartphones to update daily work orders, track part supply, collect customer signatures, and communicate with dispatchers. SFL’s Dispatcher Console allows you to manage mobile operations in real-time, check alerts for issues that need to be addressed, schedule jobs with a single click, and track and monitor mobile resources.

Primary Features of Salesforce Field Service

The following are some of the most beneficial features of Salesforce’s Field Service solution:

  • Field specialist monitoring and management
  • Creating and managing work orders from cases
  • Vehicle tracking
  • Route optimization
  • Job-status real-time updates
  • Time tracking and logging
  • Knowledge and asset management
  • Invoicing and payment processing
  • Inventory management
  • Customer portal
  • Regulation compliance management

 

Challenges that Salesforce Field Service eliminates

1) Field service operations such as repairs and installations are handled manually via spreadsheets/phone calls, which makes them cumbersome and difficult to scale.

2) Monitoring field technicians, it was always difficult to keep track of field technicians in real-time, having limited control over their usage and productivity.

3) Disconnected data causes significant productivity loss, particularly for service managers who must keep track of work orders, inventory – components ordering/shipment, technicians – schedules/unavailability, escalations, and more.

4) Unorganized data and laborious paperwork result in a lack of actionable insights.

5) Documents and forms that technicians fill out after each field visit to create service reports are prone to errors and are often incomplete.

How to Optimize Salesforce Service Cloud Implementation

1) Begin with a strong and effective discovery process

Today, many businesses rush through the discovery process because they believe they already know what they require. Then, halfway through development, they are caught off guard by something that would have been simple to deal with at the beginning. The mission’s success depends on the capability to plan ahead of time:

  • Inspection of the present and prospective field service processes.
  • What is the problem that Salesforce Field Service (FSL) should solve?
  • Who should be included in the discovery process as users and stakeholders?
  • What is the scope of the project and what is the budget for each phase?
  • When does the project have to be completed? Timelines are crucial!
  • What technological features best handle the issue?

2) Mapping out the customer and field service agent journey

To use Salesforce Field Service Lightning to its full potential, you will need a thorough understanding of the client journey and corporate workflow. Most organizations have out-of-date workflows, and it is always an innovative idea to reinvent them and rethink them in terms of problems and solutions to understand how your business will interact with customers.

The purpose of the service agent, like that of the customer, is to ensure that everyone on the team is on the same page. Without aligning your field service personnel to the buyer’s journey, you will have trouble ensuring a successful outcome.

3) Leverage real-time visibility and analytics

Real-time data is one of the most helpful and unquestionably strong capabilities that Salesforce Field Service will provide for your business. You will not only be able to see your operation in action, but you will also have access to useful statistics and data. With Salesforce’s different analytics capabilities, you can quickly identify your business’s weak and strong aspects, as well as establish accurate inventory estimates.

4) Devise a mobile-first strategy

Field professionals are in charge of your services, and it is crucial to ensure that they constantly have access to all critical information. This access is also available through the mobile application. Agents can manage their workflows and be more responsive than ever before with the Salesforce field service mobile application. Agents can focus on what matters most with prioritized notifications, such as detailed insights into previous occurrences, similar and repeat alerts, knowledge articles, and key metrics.

5) Predictive Intelligence and Performance Metrics

Predictive intelligence can help automate the categorization and routing of issues to the right resolution teams. It can also help empower technicians with AI-assisted knowledge to solve problems faster. The ability to understand key failure points and timelines will enhance customer satisfaction, reduce service costs, and generate new revenue opportunities.

You should also determine which Key Performance Indicators (KPIs) correspond to your goals and which FSL product features help you achieve those goals. Because you get what you measure, it is critical to start with these essential metrics at the start of the project to guarantee that architectural decisions are aligned from the start.

6) Continual Salesforce FSL improvements

The Salesforce Field Service platform will develop and improve, as will your business process, employee turnover, and product changes, all of which will have an impact on how you provide service. To properly evaluate and manage your strategic organizational goals, you will need to keep your data, people, and business goals all aligned. You must ensure that all stakeholders are aware that the Salesforce FSL app needs updates and modifications.

Conclusion

Today customers are becoming increasingly habituated to receiving real-time event updates. They want to know what they can expect from their appointment with a field agent, as well as reassurance that the work will be completed during their first visit. Customers need to know where the technician is, when he will arrive, and how long it will take for the service to be completed. This is what Field Service Lightning is all about; it manages work orders, scheduling, and your mobile workforce.

 

Field Service Lightning was created to eliminate the need for third-party software, allowing managers to handle everything in one spot. With Field Service Lightning, you can manage communication, record-keeping, scheduling, inventory tracking, and more. It is a comprehensive solution that addresses the specific requirements of a field service operation. Get the results that you want for your business by implementing this amazing solution today. All the best!

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Salesforce Course Details | Eligibility, Fees, Duration

Salesforce training in Bangalore will teach you how to use App Builder, the Force.com outlet, operate a database, design an application, automate functions, and manage projects.

You will have the chance to gain deft-level skills in the field of Client Relationship Management. The Salesforce Administrator certificate course in Bangalore supplies you with all of the tools you need to develop and maintain Customer Relationship Management apps and utilize them on the most well-known CRM platform to make handling your organization’s Salesforce operations more comfortable.

Why join Salesforce Course in Bangalore?

 

Salesforce is a game-changing platform centered on customer connection management. It combines and connects customers and businesses through specialized sales methods and techniques. This forum isn’t just for marketing. It also has the IT industry, e-commerce, and sales. As technical requirements grow at an exponential rate, salesforce demonstrates to be the key to a fast-paced and ever-expanding business area.

Salesforce uses comprehensive customer research to help personalized transactions. It also takes customer service issues and comprehends the needs and problems of the target audience, which is something that companies frequently struggle with.

Salesforce course in Bangalore, when you apply for a certificate, you will also have the chance to participate in challenging projects and case analyses from the industry. This practical knowledge is extremely valuable and lets you put your theoretical knowledge to the test. Salesforce is best known for experimentation, and a certificate course will show you precisely what you require to jumpstart your career.

Salesforce Developer Certification

Salesforce delivers a three-tier developer framework, with each certificate created to assess a developer’s potential, as well as strict testing in real-time scenarios. A designer is typically associated with personalization and is in control of creating CRM applications that are tailored to the necessities of the client. As a result, the designer certification places a strong emphasis on coding and data models.

Salary to begin: $47,000

$87,000 on average

Salesforce Administrator Certification

This course concentrates on advanced administration, dashboard invention, reports, configuration, and industrialization. The primary goal is to be capable of scoring and make the most suitable use of every feature and utility that a salesforce platform has to offer.

Starting Salary: $40,000

Average Salary: $64,000

Salesforce Fee Structure

Salesforce training cost in Bangalore salesforce certificate generally costs between $200 and $400. An exception can be made for the $6000 salesforce specialized architect course. Retakes are usually half the price of the original.

Salesforce Course Eligibility Criteria

This course’s minimum Salesforce Course eligibility criteria are one of the following degrees: BCA, BBA, MCA, or MBA are all options. Basic knowledge of Salesforce platforms and dynamics is also selected.

Salesforce Course Structure

Better job opportunities are pledged with the certificate. A typical salesforce certification course tracks a well-structured outline. 12 hours of training are committed to the industry and real-world design projects, with the remaining 20 hours dedicated to in-class practice. The lab course will guide you and supply you with expertise in your respective domain. Salary gains and other opportunities are more possible for those who take a certification course.

Salesforce Course Job Opportunities And Scope

Salesforce is one of the most famous cloud computing services in the IT industry. It is also diverse and expansive in terms of opportunities and possibilities. Salesforce certifications are created to meet a type of need and career paths, with each type catering to a detailed individual’s interests and prospects.

Salesforce developer training institutes in Bangalore whether an architect or an implementation specialist, your options are limitless. Better job offers and higher-paying employers are the only warranties. There have been multiple cases where people tripled their salaries and carried on large-scale projects after adding Salesforce certifications to their resumes.

FAQs on Salesforce Course

Is a salesforce certification exam graded negatively?

No. There is no negative marking, and you may try any number of questions without fear of being penalized for answering incorrectly.

What is the format of a Salesforce exam?

The majority of the paper is supplied with multiple-choice questions. However, real-time and fact-based queries are occasionally included.

What Salesforce job options are available in Bangalore?

Bangalore is, without a doubt, the world’s tech capital, and it is home to some of the world’s largest corporations. Regardless of enterprise vertical, sales are important, and the need for qualified Salesforce experts is extremely high in Bangalore, creating it extremely lucrative for skilled and certified Salesforce professionals to land top jobs here.

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Why do you need a 3rd party Salesforce data backup and recovery tool?

Data is the backbone of any business! The primary motif of data backup and recovery is to create a copy of the data to recover from a primary data failure. In addition, primary data failure can lead to hardware and software failure. Sometimes, to mitigate data corruption risks and malicious attacks, Salesforce data backup and recovery is one option. On the other hand, data copies allow organizations to restore potential data and business recovery.

In fact, data storing is a critical choice to protect against primary data loss. Backup copies are created on a consistent pattern to minimize data lost between the backup processes. Moreover, with time and process, backup recovery can be daunting! While retaining multiple copies offers better flexibility, they are also the threat of data protection will still be there!

If you are not aware of the potential threat of data backup and recovery, this blog is definitely for you! We will discuss why do you need a 3rd party Salesforce data backup and recovery tool?

Why is data backup crucial for your business?

Large enterprises are clearly treasure troves of data! Hackers always target data-rich enterprises. However, data security is not only about protecting your business from malicious outsiders. It is also a way to take major steps against disaster management. Salesforce data recovery system allows managing and protecting potential business data.

  • Everything we do for our business has a real existence. Data plays a critical role in enhancing business value. Organizations without data privacy face huge penalties for non-compliance. In fact, they also establish a valuable relationship by not complying with security protection.
  • Organizations should implement strong security support to protect personal data and prevent data breaches that hurt businesses. Data security and backup also prevent breaches that hurt subjective data and individual data.
  • On the other hand, database backup helps to restore potential data during any disaster recovery period. It also helps to restore data that have undergone damage and deletion. Hence, they are essential to protect against data loss and to disrupt business operations.

Challenges with Salesforce data 

Nowadays, businesses use multiple applications to handle sales, finances, management, and services. In fact, it is crucial to improve operational efficiency. Salesforce data backup and recovery poses many challenges for small to big organizations. Take a quick glance at the challenges companies witness during integrating Salesforce data backup models:

Data mapping 

It is the most common issue encountered during the data backup process. For data and field mismatch, the integration process turns out complicated and critical. Hence, it is crucial to ensure mapping the right field of data and target app-supported fields. Salesforce often fails to recognize the character of data, and the data mapping process becomes lengthy and time-consuming.

Duplicate records

It is imperative to install a universal system to identify the limitation of duplicate data during the integration process. Using data import wizards and oracle financial system, the process can be easier than ever. However, the duplicate records often confuse the users to track the real database.

Data migration 

Data migration is one of the crucial aspects of the Salesforce data recovery edition. The duplicate records of data and transferring the records might be irrelevant. In that case, the users need to enable duplicate management features to define the custom code. Moreover, by defining the field-level security, salesforce can initiate data migration.

Auto-ID creation 

The Salesforce data backup system is efficient at generating automated IDs for each data entity. The software enables overriding prevention within the data channels with customer validation and logic. However, countless IDs make the process more complicated for the users to separate the original source.

Real-time integration 

Real-time integration is a tough nut to crack. Generally, it exports data in batches and may not be immediately synced with real-time integration.

Bad data promotion

Propagating malicious data into the Salesforce data backup model is not a good practice. If the external system pushes out the limits and unnecessary information, it is prone to develop duplicate data. Hence, it is important to check the cleanup system to leverage the data backup process.

Data protection is easier with 3rd Party Salesforce data backup and recovery tools

There are always other better options available to backup and recover the data, and these are third-party options for Salesforce data backup and recovery. With third-part tools like Archive on Cloud (AoC), you can easily eradicate the limitations and challenges of data management and recovery.

Benefits of Third-Party Tools

  • 3rd party tools are designed to overcome the limitations of Salesforce data backup and recovery
  • Manual and weekly Salesforce exports are not enough to protect your data against situations.
  • It’s hard to recover permanently lost data from Salesforce and recovery beyond your scope is costly.
  • Versioning has limitations on type and number of records.

The above reasons make it very clear that relying completely on Salesforce data backup and recovery is not enough.

In fact, data backup is now easier with Archive on Cloud as it saves your data in database or the easy access and usage. There are also other third-party tools but here is what AoC has to offer more?

Eliminates manual backup process

Gone are days of the long backup management process. With AoC, users can simply use automatic backup and schedule their backup choice to protect all potential data.

Data Compliant

AoC allows simplified compliance with all the required standards. In addition, it offers the utmost security.

Robust data protection 

AoC’s data backup system allows businesses to start protecting their data from day one with the help of automatic backup and on-demand backup schedule. Even if users are not well-equipped with backup process, they will face no issues, as the interface is easy to use, and the process is simplified enough that things happen over clicks.

Simple data recovery

AoC also allows a simple data recovery model which can be access through clicks. It is very easy to send data back to your Salesforce Org as and when required. The system is designed for every user, including the non-tech-savvy users who effortlessly manage the entire process.

Versioning of data

It’s not easy to remember the last change you made to the data and finding it through exported file isn’t easy either. AoC allows saving the versioning data of records for future reference. This feature is to keep your complete data safe and backed up so you never are in a bad situation.

No Surprises

AoC leaves no surprises by enabling you to create customized alerts and identify data anomalies within a protected environment.

How does AoC work for data recovery?

While the Salesforce data recovery system still has some limitations, with AoC, businesses can eliminate them. From storage capacity to general legacy backup management, the Salesforce data backup and recovery poses many challenges for a large amount of data. However, AoC helps your existing data with better protection ability and efficiency.

  • In general, Salesforce schedules an automated data backup system in excel format with restricted storage capacity. In case the users add more data to the system, it cannot automate the process. AoC enables an automated data backup system whenever new data is found in the system. Also offers option to schedule backup as per the need.
  • AoC eliminates the hassle of manual recovery. If you have backed up your data in MySQL database, the tool over clicks takes your data back to Salesforce. Also, the users can restore the data at their convenience.
  • History tracking is more efficient with AoC. While Salesforce can only track limited records history at a time, you can track the updated version of any number of records from the versioning data.
  • Recovering data from recycle bin is possible only for 15 days in Salesforce. However, AoC keeps track of data in a specific format and recovers any data version from the backup.

 

Final thought

Data backup is not a choice anymore! However, before considering any third-party Salesforce data backup services, it is crucial to be aware of the challenges. Moreover, businesses should take the opportunity to leverage their platforms and boost performance with smart data backup solutions like AoC. Moreover, AoC promises automatic backup, quick data recovery from the backup history, and versioning of data. So, the benefits of smart Salesforce data backup and recovery are limitless! To start protecting your Salesforce data, get a free demo of AoC today!

Permanent link to this article: https://www.sfdcpoint.com/salesforce/why-do-you-need-a-3rd-party-salesforce-data-backup-and-recovery-tool/

Salesforce Certification – Guide to pass all salesforce Certifications

Salesforce Certification

Salesforce Certification – Guide to pass all salesforce Certifications

Salesforce is one of the fastest-growing, most in-demand skill sets today. From software developers to solutions architects, to project managers and marketing and sales professionals, Salesforce skills pay off for a variety of roles.

Salesforce Certification

Salesforce Certification Overview

Salesforce Certification is the ultimate benchmark that recognizes the skills, expertise, and real-world know-how of today’s cloud specialists. Are you an Administrator who keeps Salesforce running smoothly, or Developer who builds new apps to customize and extend capabilities? Perhaps you’re an Implementation Expert or Marketing Specialist responsible for ensuring the right solutions are deployed for maximum effectiveness. Or are you an Architect who masterminds high-performance technical frameworks?

 

Salesforce Certification types

Here is list of all Salesforce Certification types:

Administrators:

  • Salesforce Certified Administrator
  • Salesforce Certified Advanced Administrator

 

App Builders

  • Salesforce Certified Platform App Builder

 

Developers

  • Commerce Cloud Digital Developer
  • Platform Developer I
  • Platform Developer II

 

Consultants

  • Salesforce Certified Sales Cloud Consultant
  • Salesforce Certified Service Cloud Consultant
  • Salesforce Certified Pardot Consultant
  • Salesforce Certified Einstein Analytics and Discovery Consultant
  • Salesforce Certified Community Cloud Consultant
  • Salesforce Certified Field Service Lightning Consultant
  • Salesforce Certified Nonprofit Cloud Consultant
  • Salesforce Certified Education Cloud Consultant
  • Salesforce Certified Marketing Cloud Consultant

 

Architects

  • Salesforce Certified Data Architecture and Management Designer
  • Salesforce Certified B2C Commerce Architect
  • Salesforce Certified Integration Architecture Designer
  • Salesforce Certified Development Lifecycle and Deployment Designer
  • Salesforce Certified Sharing and Visibility Designer
  • Salesforce Certified Identity and Access Management Designer
  • Salesforce Certified Heroku Architecture Designer
  • Salesforce Certified Technical Architect

Salesforce Architect Journey

 

Specialist

  • Salesforce Certified CPQ Specialist
  • Salesforce Certified Pardot Specialist
  • Salesforce Certified Marketing Cloud Email Specialist
  • Salesforce Certified Marketing Cloud Social Specialist

 

Salesforce certification guide- Passing all salesforce Certification

Salesforce Admin Certification(ADM 201)

Salesforce Certified Administrator candidates should have general knowledge of the features available to end users and the configuration options available to a Salesforce Administrator. Candidates should be able to maintain a Salesforce organization, respond to common business requirements, and perform administrative functions using current Salesforce features.

Read on for details about the Salesforce Administrator exam.

  • Content: 60 multiple-choice/multiple-select questions and 5 non-scored questions
  • Time allotted to complete the exam: 105 minutes
  • Passing score: 65%
  • Registration fee: USD 200 plus applicable taxes as required per local law
  • Retake fee: USD 100 plus applicable taxes as required per local law

How to pass Salesforce Admin Certification

Here is list of important links for passing Salesforce admin certification

 

Salesforce Platform App Builder

Salesforce Platform App Builder credential is designed for individuals who would like to demonstrate their skills and knowledge in designing, building, and deploying custom applications using the declarative customization capabilities of the Lightning Platform. The candidate can create, manage, and update data models, application security, business logic, and process automation.

Read on for details about the Salesforce Platform App Builder exam.

  • Content: 60 multiple-choice/multiple-select questions and 5 non-scored questions
  • Time allotted to complete the exam: 105 minutes
  • Passing score: 63%
  • Registration fee: USD 200 plus applicable taxes as required per local law
  • Retake fee: USD 100 plus applicable taxes as required per local law

How to pass Salesforce Platform App Builder Certification

Here is list of important links for passing Salesforce Platform App Builder certification

Salesforce Sales Cloud Consultant Certification

Salesforce Sales Cloud Consultant program is designed for consultants who have experience implementing Salesforce Sales Cloud solutions in a customer-facing role. The audience has proven experience with the administration and configuration of a Salesforce application, as demonstrated through successful completion of the Salesforce Administrator exam. The Salesforce Sales Cloud Consultant is able to successfully design and implement maintainable and scalable Sales Cloud solutions that meet customer business requirements and contribute to long-term customer success.

Read on for details about the Salesforce Sales Cloud Consultant exam.

  • Content: 60 multiple-choice/multiple-select questions and 5 non-scored questions
  • Time allotted to complete the exam: 105 minutes
  • Passing score: 62%
  • Registration fee: USD 200 plus applicable taxes as required per local law
  • Retake fee: USD 100 plus applicable taxes as required per local law
  • Prerequisite: Salesforce Administrator credential

How to pass Salesforce Sales Cloud Consultant Certification

Here is list of important links for passing Salesforce Sales Cloud Consultant certification

Salesforce Service Cloud Consultant Certification

Salesforce Certified Service Cloud Consultant program is designed for consultants who have experience implementing Salesforce Service Cloud solutions in a customer-facing role. The intended audience has proven experience with the administration and configuration of a Salesforce application, as demonstrated through successful completion of the Salesforce Certified Administrator exam. The Salesforce Certified Service Cloud Consultant is able to successfully design and implement Service Cloud solutions that meet customer business requirements, are maintainable and scalable, and contribute to long-term customer success.

Read on for details about the Salesforce Service Cloud Consultant exam.

  • Content: 60 multiple-choice/multiple-select questions and 5 non-scored questions
  • Time allotted to complete the exam: 105 minutes
  • Passing score: 67%
  • Registration fee: USD 200 plus applicable taxes as required per local law
  • Retake fee: USD 100 plus applicable taxes as required per local law
  • Prerequisite: Salesforce Administrator credential

How to pass Salesforce Service Cloud Consultant Certification

Here is list of important links for passing Salesforce Service Cloud Consultant certification

 

Salesforce Community Cloud Consultant Certification

Salesforce Community Cloud Consultant program is designed for consultants who have experience implementing and consulting on the Salesforce Communities applications in a customer-facing role. The Salesforce Community Cloud Consultant exam is for individuals who want to demonstrate their skills and knowledge in designing, configuring, building, and implementing Salesforce Communities applications, using the declarative customization capabilities of the Communities platform.

Read on for details about the Salesforce Community Cloud Consultant exam.

  • Content: 60 multiple-choice/multiple-select questions
  • Time allotted to complete the exam: 90 minutes
  • Passing score: 62%
  • Registration fee: USD 200 plus applicable taxes as required per local law
  • Retake fee: USD 100 plus applicable taxes as required per local law
  • Prerequisite: Salesforce Administrator credential

How to pass Salesforce Community Cloud Consultant Certification

Here is list of important links for passing Salesforce Community Cloud Consultant certification

Salesforce Data Architecture and Management Designer Certification

Salesforce Certified Data Architecture and Management Designer assesses the architecture environment and requirements and designs sound, scalable, and performant solutions on the Customer 360 Platform as it pertains to enterprise data management. The candidate is knowledgeable about information architecture frameworks covering major building blocks, such as data sourcing, integration/movement, persistence, master data management, metadata management and semantic reconciliation, data governance, security, and delivery.

Read on for details about the Salesforce Data Architecture and Management Designer exam.

  • Content: 60 multiple-choice/multiple-select questions
  • Time allotted to complete the exam: 105 minutes
  • Passing score: 58%
  • Registration fee: USD 400 plus applicable taxes as required per local law
  • Retake fee: USD 200 plus applicable taxes as required per local law
  • Prerequisite: None

How to pass Salesforce Data Architecture and Management Designer Certification

Here is list of important links for passing Salesforce Data Architecture and Management Designer certification

Salesforce Sharing and Visibility Designer Certification

Salesforce Certified Sharing and Visibility Specialist is designed for architects, analysts, and administrators who want to demonstrate their knowledge, skills, and capabilities to design secure, scalable security models on the Force.com platform. A Salesforce Certified Sharing and Visibility Specialist should be fluent in communicating technical solutions effectively to technical stakeholders and providing a project delivery framework that ensures quality and success.

Read on for details about the Salesforce Sharing and Visibility Designer exam.

  • Content: 60 multiple-choice/multiple-select questions
  • Time allotted to complete the exam: 105 minutes
  • Passing score: 67%
  • Registration fee: USD 400 plus applicable taxes as required per local law
  • Retake fee: USD 200 plus applicable taxes as required per local law
  • Prerequisite: None

How to pass Salesforce Sharing and Visibility Designer Certification

Here is list of important links for passing Salesforce Sharing and Visibility Designer certification

Salesforce Certification Cost

Salesforce Certification Cost ranges from $200 to $6,000. Most of Salesforce Certification  cost is $200 or $400. Only Salesforce Certified Technical Architect cost $6,000 .  A retake exam for those who fail is offered at half-price. There is one free certification — Salesforce Accredited Sales Professional. That free course is designed for “pre-approved” Salesforce partner sales, pre-sales and business development professionals who are “engaged in marketing and selling Salesforce solutions.”

Maintaining Your Salesforce Credential

Salesforce releases new system feature updates three times a year (winter, spring, and summer). Each update requires all professionals to maintain their certifications with Trailhead maintenance modules aligned with the Salesforce product release cycles. Depending on your Salesforce credential, the number of certification maintenance modules published per year may vary. View the charts below to see your scheduled maintenance cycle.

Refer to the certification maintenance schedule for details regarding due dates. When the release modules are published, you will receive an email with all the necessary details to complete your maintenance. However, you should not rely on these email notifications; it is your responsibility to complete your release modules by the published deadline.

How to register for Salesforce Certification?

Registering for a Salesforce certification exam, and checking exam availability, is easy to do. Just follow the steps below.

  1. Log in to Webassessor at www.webassessor.com/salesforce. If you do not already have a test taker profile in Webassessor, you will need to create one.
  2. Click Register for an Exam.
  3. Locate the exam you wish to schedule and expand the section to view the delivery options. You can choose to register for the exam as onsite proctored or online proctored. Click the Register button for the delivery method you prefer.
  4. If you selected the onsite proctored exam:
    • Select a testing center.
    • Select the date and time you would like to take the exam; read the Reschedule and Cancellation Policy, select the acknowledgment check box.
  5. If you selected the online proctored exam:
    • Select the date and time you would like to take the exam; read the Reschedule and Cancellation Policy, select the acknowledgment check box.
    • All online proctored exams are automatically adjusted to the time zone of the location you inputted in your Webassessor profile details.
  6. Click Select.
  7. Review the exam and scheduling details for accuracy, click Checkout.
  8. Enter your payment type. You can enter a voucher/coupon code and/or credit card.
    • Certification exams are taxable per local laws; you will see any applicable tax listed during the checkout process.
  9. Click Submit.
  10. You will see a purchase confirmation screen. Click Done.
  11. An email confirming your purchase and registration will be sent to you.

Salesforce Certification Verification

You can check your certification status on our verification page to keep track of your certifications, maintenance requirements, and account linking status.

Visit the Verification page and from the “Certification Holders: Check Your Status” box, enter your Webassessor email. You will receive an email showing your credentials, your required maintenance modules and due dates, as well as your Webassessor and Trailhead account linking status.

Salesforce Certification Training

There are many online resource available to learn salesforce for certifications. Easiest and cheapest way to learn salesforce is trailhead. Please go to trailhead and start learning salesforce.

Benefits of Salesforce Certification

Salesforce certification provides three important benefits to professional career

  • Salesforce Certification help you to increase your marketability in a tight IT job market and allow you to become a subject matter expert.
  • Salesforce Certification help you learning. When you study for Salesforce Certification, you will learn more things in detail. You get mote in-depth knowledge about Salesforce.
  • It help you in finding good Job. Employers prefer Salesforce Certified Professionals.
  • More Salary. Many Salesforce Salary surveys show that Salesforce Certified professionals get more salary compared to not certified professionals.
  • It helps in career growth.
  • It is not only important for individual professionals but also for Salesforce implementation partners in getting more business.

 

Salesforce Certification Voucher

We all have different reasons to get free salesforce certification vouchers. Here are different ways to get free certification voucher

Participate in Trailhead Quests for a chance to earn a Free Salesforce Certification Voucher

You can participate in the Salesforce Quest to get a free voucher.

Attend Salesforce Certification Days Free, Half-Day Webinar to get $40 Discount Voucher

You can join Certification days to get the voucher code. At the time of writing this post, the voucher amount is 40 $. This amount keeps changing.

Join Trailblazer Community Group for Salesforce Certification Voucher

You can join Trailblazer Community Group

For more details about Salesforce certifications, refer to Salesforce Certification posts.

Permanent link to this article: https://www.sfdcpoint.com/salesforce/salesforce-certification-guide-to-pass-all-salesforce-certifications/

Salesforce Interview Questions and Answers 2022

Salesforce Interview questions and answers 2022

Salesforce Interview questions and answers 2022

In this post, we will try to cover all Salesforce interview questions and answers related to Salesforce Admin, Salesforce Development, Salesforce Lightning.

Salesforce Interview questions and answers

Here is list of all Salesforce 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 are Assignment Rules?
  • What are Queues?
  • What are Auto-Response Rules?
  • What is Escalation Rules?
  • What is Chatter in Salesforce?
  • What is Integration?
  • What are possible Ways to Integrate with Salesforce Force.com?
  • What is webservices?
  • What is Protocal ?
  • How many types of API’s avaliable in salesforce?
  • When to Use REST API
  • When to Use SOAP API?
  • When to Use Chatter REST API
  • When to Use Streaming API
  • When to Use Apex REST API
  • When to Use Apex SOAP API
  • When to Use Tooling API
  • What is Call In and Call Out?
  • What is WSDL ?
  • What is difference between Enterprise WSDL and Partner WSDL?
  • How SOAP can be accessed ?
  • How to generate WSDL file?
  • How to consume external WSDL file
  • What is remote site settings ?
  • How manys ways to XML parsing ?
  • How to read root element in XML DOM ?
  • How to read child element in XML DOM ?
  • How to read all child elements in XML DOM ?
  • How to read text between tags ?
  • How SOAP and REST will Communicate ?
  • What are methods in REST
  • What is difference between SOAP and REST?
  • What is JSON ?
  • What is a Trigger?
  • What is Trigger Syntax?
  • 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 are context variables in triggers?
  • How is Trigger.New Different from Trigger.newMap?
  • How is Trigger.new different from Trigger.old?
  • Can a trigger call a batch class?
  • Can a trigger make a call to Apex callout method?
  • Define Recursive Trigger and how to avoid it?
  • What do you mean by the bulkifying trigger?
  • Is there any limit on number of triggers define on an object?
  • Can you explain the order of execution in Triggers?
  • 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 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 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.

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

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

Now let us see some Salesforce Reports-related Salesforce interview questions and answers.

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.

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 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.

Now let us see some Salesforce Integration related Salesforce interview questions and answers.

What is Integration?

Integration is a process of connecting two applications. A typical enterprise uses many applications, many or most of which are not designed to work with one another out of the box. Integrating separate but related apps helps organizations achieve greater levels of operational consistency, efficiency, and quality. Each application can have data, business logic, presentation, and security layers, all of which are possible targets for integration. This page is an overall launch point for exploring the various integration options related to Force.com and other Salesforce platform technologies.

What are possible Ways to Integrate with Salesforce Force.com?

  • User Interface Integration: Combine the UIs of two or more apps to create composite apps with little or no rework on the UI of each individual app. One example is using force.com Canvas
  • Business Logic Integration: It uses Apex Web Services for Inbound and Apex Callouts for Outbound. It typically handles a scenario where business logic is spread across several applications to implement the complete end-to-end business process. An example would be building complex logic on the data received before committing it into Salesforce.
  • Data Integration:It uses SOAP APIs and REST APIs. It typically handles data synchronization requirements, where one application in an enterprise acts as the primary source for a particular business object, like Account.

 

What is webservices?

Webservices is a functionality or code which helps to us to do integration. Web services are open standard (XML, SOAP, HTTP, etc.) based web applications that interact with other web applications for the purpose of exchanging data. Web services can convert your existing applications into web applications.

What is Protocal ?

Protocal is a set of mutually accepted and implemented rules at both ends of the communications channel for the proper exchange of information.

How many types of API’s avaliable in salesforce?

  • REST API
  • SOAP API
  • Bulk API
  • Streaming API
  • Metadata API
  • Chatter REST API
  • User Interface API
  • Analytics REST API
  • Apex REST API
  • Apex SOAP API
  • Tooling API

 

When to Use REST API

REST API provides a powerful, convenient, and simple REST-based web services interface for interacting with Salesforce. Its advantages include ease of integration and development, and it’s an excellent choice of technology for use with mobile applications and web projects. For certain projects, you may want to use REST API with other Salesforce REST APIs. To build UI for creating, reading, updating, and deleting records, including building UI for list views, actions, and dependent picklists, use User Interface API. To build UI for Chatter, communities, or recommendations, use Chatter REST API. If you have many records to process, consider using Bulk API, which is based on REST principles and optimized for large sets of data.

When to Use SOAP API

SOAP API provides a powerful, convenient, and simple SOAP-based web services interface for interacting with Salesforce. You can use SOAP API to create, retrieve, update, or delete records. You can also use SOAP API to perform searches and much more. Use SOAP API in any language that supports web services.

For example, you can use SOAP API to integrate Salesforce with your org’s ERP and finance systems. You can also deliver real-time sales and support information to company portals and populate critical business systems with customer information.

When to Use Chatter REST API

Use Chatter REST API to display Chatter feeds, users, groups, and followers, especially in mobile applications. Chatter REST API also provides programmatic access to files, recommendations, topics, notifications, Data.com purchasing, and more. Chatter REST API is similar to APIs offered by other companies with feeds, such as Facebook and Twitter, but it also exposes Salesforce features beyond Chatter.

Use Chatter REST API to display Chatter feeds, users, groups, and followers, especially in mobile applications. Chatter REST API also provides programmatic access to files, recommendations, topics, notifications, Data.com purchasing, and more. Chatter REST API is similar to APIs offered by other companies with feeds, such as Facebook and Twitter, but it also exposes Salesforce features beyond Chatter.

When to Use Streaming API

Use Streaming API to receive near-real-time streams of data that are based on changes in Salesforce records or custom payloads. For Salesforce record changes, Salesforce publishes notifications when the changes occur. For custom notifications, you can publish event messages. Subscribers can receive notifications using CometD—an implementation of the Bayeux protocol that simulates push technology. Clients can subscribe to some types of events with Apex triggers or declaratively with Process Builder and flows.

When to Use Apex REST API

Use Apex REST API when you want to expose your Apex classes and methods so that external applications can access your code through REST architecture. Apex REST API supports both OAuth 2.0 and Session ID for authorization.

When to Use Apex SOAP API

Use Apex SOAP API when you want to expose Apex methods as SOAP web service APIs so that external applications can access your code through SOAP.

Apex SOAP API supports both OAuth 2.0 and Session ID for authorization.

When to Use Tooling API

Use Tooling API to integrate Salesforce metadata with other systems. Metadata types are exposed as sObjects, so you can access one component of a complex type. This field-level access speeds up operations on complex metadata types. You can also build custom development tools for Force.com applications. For example, use Tooling API to manage and deploy working copies of Apex classes and triggers and Visualforce pages and components. You can also set checkpoints or heap dump markers, execute anonymous Apex, and access logging and code coverage information.

What is Call In and Call Out?

Call In is used to exposing our webservices to another system.
Call out enables you to tightly integrate your Apex with an external service by making a call to an external Web service or sending a HTTP request from Apex code and then receiving the response.

What is WSDL ?

WSDL (Web Services Description Language) is an XML document that describes a web service. WSDL is derived from Microsoft’s Simple Object Access Protocol (SOAP) and IBM’s Network Accessible Service Specification Language (NASSL). WSDL replaces both NASSL and SOAP as the means of expressing business services in the UDDI registry. It is used in combination with SOAP and XML Schema to provide web services over the Internet. A client program connecting to a web service can read the WSDL to determine what functions are available on the server. Any special datatypes used are embedded in the WSDL file in the form of XML Schema. The client can then use SOAP to actually call one of the functions listed in the WSDL. There are two types of WSDL in  Salesforce:

  • Enterprise WSDL
  • Partner WSDL

What is difference between Enterprise WSDL and Partner WSDL?

Enterprise WSDL

  • The Enterprise WSDL is strongly typed.
  • The Enterprise WSDL is tied (bound) to a specific configuration of Salesforce (ie. a specific organization’s Salesforce configuration).
  • The Enterprise WSDL changes if modifications (e.g custom fields or custom objects) are made to an organization’s Salesforce configuration.

Partner WSDL

  • The Partner WSDL is loosely typed.
  • The Partner WSDL can be used to reflect against/interrogate any configuration of Salesforce (ie. any organization’s Salesforce configuration).
  • The Partner WSDL is static, and hence does not change if modifications are made to an organization’s Salesforce configuration.

How SOAP can be accessed ?

SOAP can be communicate through WSDL file, without WSDL file we can’t do integration.
Message format in SOAP is XML

How to generate WSDL file?

  • Go to Setup -> Develop  -> apex classes
  • Click on Apex class
  • Click on Generate WSDL button
  • Generate WSDL code from class
  • Save as .wsdl file in your system

 

How to consume external WSDL file

  1. In the application, from Setup, enter Apex Classes in the Quick Find box, then select Apex Classes.
  2. Click Generate from WSDL.
  3. Click Browse to navigate to a WSDL document on your local hard drive or network, or type in the full path. This WSDL document is the basis for the Apex class you are creating.
  4. Click Parse WSDL to verify the WSDL document contents. The application generates a default class name for each namespace in the WSDL document and reports any errors. Parsing fails if the WSDL contains schema types or constructs that aren’t supported by Apex classes, or if the resulting classes exceed the 1 million character limit on Apex classes. For example, the Salesforce SOAP API WSDL cannot be parsed.
  5. Modify the class names as desired. While you can save more than one WSDL namespace into a single class by using the same class name for each namespace, Apex classes can be no more than 1 million characters total.
  6. Click Generate Apex. The final page of the wizard shows which classes were successfully generated, along with any errors from other classes. The page also provides a link to view successfully generated code.

What is remote site settings ?

Remote site settings is used to authorize the endpoint and allow us to whom integrate(end user)

How manys ways to XML parsing ?

They are two ways of XML parsing
1. XML streams
2. XML DOM

How to read root element in XML DOM ?

getroot element

How to read child element in XML DOM ?

getchild element

How to read all child elements in XML DOM ?

getchild elements

How to read text between tags ?

gettext

How SOAP and REST will Communicate ?

SOAP will communicate through WSDL file.
REST will communicate through HTTP protocol.

What are methods in REST

  • HTTPGET : Retrieve data identified by a URL.
  • HTTPPOST : Create a resource or post data to the server.
  • HTTPDELETE : Delete a resource identified by a URL.
  • HTTPPUT : Create or replace the resource sent in the request body.

 

What is difference between SOAP and REST?

SOAP API: The Simple Object Access Protocol (SOAP) is an attempt to define a standard for creating web service APIs. It is a pattern, a web service architecture, which specifies the basic rules to be considered while designing web service platforms. It typically uses HTTP as a layer 7 protocol, although this is not mandatory.

The SOAP message itself consists of an envelope, inside of which are the SOAP headers and body, the actual information we want to send. It is based on the standard XML format, designed especially to transport and store structured data. SOAP may also refer to the format of the XML that the envelope uses. SOAP is a mature standard and is heavily used in many systems, but it does not use many of the functionality build in HTTP. While some consider it slow, it provides a heavy set of functionality which is a necessity in many cases. It might now be the best solution for browser-based clients, due to its custom format.

  • Supports data in the form of XML only and not JSON.
  • Requires WSDL for the integration
  • Use SOAP API in any language that supports Web services.

 

REST API: The Representational State Transfer (REST) is another architectural pattern (resource-oriented), an alternative to SOAP. Unlike SOAP, RESTful applications use the HTTP build-in headers (with a variety of media-types) to carry meta information and use the GET, POST, PUT and DELETE verbs to perform CRUD operations. REST is resource-oriented and uses clean URLs (or RESTful URLs).

  • Supports both XML and JSON format
  • Preferred for mobile and web apps since JSON being Lighter the app runs smoother and faster

What is JSON ?

JSON stands for JavaScript Object Notation. JSON is light weighted than XML.  When exchanging data between a browser and a server, the data can only be text. JSON is text, and we can convert any JavaScript object into JSON, and send JSON to the server.

Now let us see some Salesforce Apex Trigger-related Salesforce interview questions and answers.

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.

What are context variables in triggers?

All triggers define implicit variables that allow developers to access run-time context. These variables are contained in the System.Trigger class.

Following are the context variable available in triggers. Please note variable availability in trigger varies according to the type of trigger events.

  • isExecuting: Returns true if the current context for the Apex code is a trigger, not a Visualforce page, a Web service, or an executeanonymous() API call.
  • isInsert: Returns true if this trigger was fired due to an insert operation, from the Salesforce user interface, Apex, or the API.
  • isUpdate: Returns true if this trigger was fired due to an update operation, from the Salesforce user interface, Apex, or the API.
  • isDelete: Returns true if this trigger was fired due to a delete operation, from the Salesforce user interface, Apex, or the API.
  • isBefore: Returns true if this trigger was fired before any record was saved.
  • isAfter: Returns true if this trigger was fired after all records were saved.
  • isUndelete: Returns true if this trigger was fired after a record is recovered from the Recycle Bin (that is, after an undelete operation from the Salesforce user interface, Apex, or the API.)
  • new: Returns a list of the new versions of the sObject records. This sObject list is only available in insert, update, and undelete triggers, and the records can only be modified in before triggers.
  • newMap: A map of IDs to the new versions of the sObject records. This map is only available in before update, after insert, after update, and after undelete triggers.
  • old : Returns a list of the old versions of the sObject records. This sObject list is only available in update and delete triggers.
  • oldMap: A map of IDs to the old versions of the sObject records. This map is only available in update and delete triggers.
  • size: The total number of records in a trigger invocation, both old and new.

Refer to Trigger context variables in salesforce link for more details.

How is Trigger.New Different from Trigger.newMap?

Trigger.New variable returns the list of sObject which has invoked the trigger and Trigger.NewMap returns the map of ID’s with the newly entered records. NewMap is only available in after insert, before and after the update and after undelete.

How is Trigger.new different from Trigger.old?

Trigger.New variable returns the list of sObject which has invoked the trigger and Trigger.old returns a list of the older versions of the records which have invoked the trigger. Trigger.Old is only available in update and delete events

Can a trigger call a batch class?

Yes, we can call a batch class in the trigger as we do in the normal apex code.

Can a trigger make a call to Apex callout method?

we can call a callout method in Apex Trigger but the only condition is that it has to be an asynchronous callout because the trigger flow cannot wait on the response received by the callout method.

Define Recursive Trigger and how to avoid it?

There is a possibility that the result of the trigger can end up calling the same trigger again and can run in a loop, this is known as a recursive trigger. To avoid this scenario we should create a static variable and check the value of this variable before we execute anything in the trigger. For more details refer to below link:

Avoid recursive trigger in salesforce

What do you mean by the bulkifying trigger?

A trigger should be able to handle single record and thousands of record. There are two important point for it:

  • Write triggers that operate on collections of sObjects.
  • Write triggers that perform efficient SOQL and DML operations.

If we will not follow above point we may hit governor limit when records are created/updated/deleted in mass using data loader or other tool.

Bulk Apex Trigger trailhead

Is there any limit on number of triggers define on an object?

We can define as many triggers on an object as we want but it is recommended to have one trigger per object because the order of execution of different trigger is not guaranteed and any trigger can fire first.

Can you explain the order of execution in Triggers?

Following is the order of execution of events that Salesforce performs before a DML Event.

  1. The record is loaded from the database or is initialized in case of upset statement.
  2. New record’s field values are overwriting the old values, now depending on the origin of the request this flow varies: if the request is from a UI page then the following validations are performed by Salesforce:
    1. Any layout specific rules are checked
    2. All the required values are checked at layout and field level
    3. All the field formats are validated along with the maximum length of field values

If the request originates other than UI then Salesforce only checks for Validation of foreign keys.

  1. Now all the before triggers are executed at the database.
  2. Most of the validations are performed again to verify that all the required fields are holding some values and are not null, at this step user defined validations are also executed and the only validation which is not repeated in this step are the rules specific to the layout.
  3. After the success of the previous step, the record is reviewed for duplicate records, by running the duplicate rule. If a duplicate is found the flow is stopped and no further actions performed.
  4. In this step, record is saved to the database but it not committed yet.
  5. Now all the after Triggers are executed.
  6. In this step, assignment rules are executed.
  7. Now if there is any auto-response rule is present then they are executed.
  8. Next in the queues are the workflow, they are executed after the auto response.
  9. If the workflow was updating a field, then the fields updated in this step and the flow after this step varies if this was the case.
  10. If a field was updated then the before and after update triggers are fired once more and standard validation are also executed again. Custom validation escalation rule and duplicate rules are not required to run again.
  11. Once the execution has reached this stage, then process is fired if there are any declared on the object.
  12. Now the escalation rules are executed.
  13. Entitlement rules are executed if any.
  14. If there are any roll-up summary field, then they are calculated at this step and the parent object go through the save process.
  15. Now the sharing rules are executed.
  16. If we reach this stage, then that means no error has occurred and the data is ready to be committed to the database and is committed now.
  17. Now if there is any post-commit logic like email, then that is executed.

 

Now let us see some Salesforce Lightning related Salesforce 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.

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

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

Now let us see some Salesforce Security-related Salesforce interview questions and answers.

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 gives 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 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.

Some more questions for Salesforce security interview questions post.

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 salesforce interview questions and answers, please refer to below posts:

 

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