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.

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

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

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

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

Why Should You Migrate Your Legacy Data To Salesforce CPQ?

Conducting Smarter Sales

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

Increased Automation

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

Increased Accuracy

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

Better Assessment Of Profitability

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

Reducing Sales Cycle

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

Increased Productivity

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

Getting Started With Data Migration

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

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

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

The Use Of Data Migration Tools And Execution Sequence

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

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

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

Stages Of Migrating Legacy Data To Salesforce CPQ

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

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

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

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

Validating Your Data And Processes

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

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

Being Aware Of Potential Discrepancies

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

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

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

Using An Automated Accelerator

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

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

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

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

Reporting On Discrepancy Or Redundancy

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

Some of the most common sources of data discrepancy include:

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

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

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

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

The Final Word

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

 

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Best Salesforce Data Migration Practices For Effective Data Management

Best Salesforce Data Migration Practices For Effective Data Management

Best Salesforce Data Migration Practices

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

Best Salesforce Data Migration Practices

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

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

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

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

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

Having A Well-defined Data Governance Plan In Place

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

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

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

Keeping Your Data Organized

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

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

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

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

Have A Pilot Data Migration Project

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

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

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

Keeping A Check On Data Integrations

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

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

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

Implementing Third-party Data Integration And Migration Tools

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

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

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

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

Using The Right Salesforce Tools

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

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

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

Employing Salesforce API

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

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

Some of the key benefits of using Salesforce API include:

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

The Final Word

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

 

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Salesforce Marketing Cloud Implementation Guide

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

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

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

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

1. Who is responsible for what?

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

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

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

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

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

2. Account configuration Business Units Roles:

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

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

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

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

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

3. Data Management

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

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

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

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

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

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

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

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

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

Playbooks:

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

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

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

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

Conclusion:

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

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

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What Is Salesforce Integration?

Salesforce Integration

Salesforce Integration

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

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

What Is Salesforce Integration?

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

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

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

 

Salesforce Integration Processes

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

App-based Salesforce Integration

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

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

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

 

Code-based Salesforce Integration

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

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

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

Different Ways To Integrate Salesforce

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

Business Logic Integration

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

User Interface Integration

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

Data Integration

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

Salesforce Integration Checklist

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

Extensive Planning

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

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

Understanding Both The Applications

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

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

Understanding The Processes Involved

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

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

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

Important Considerations Before Salesforce Integration

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

 

The Final Word

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

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

11 Tips for boosting SEO with Salesforce Commerce Cloud

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

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

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

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

Salesforce Commerce Cloud SEO gives businesses these advantages:

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

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

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

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

5) Increase your brand presence by improving your page ranking

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

Build an optimal SEO strategy

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

Set clean, user-friendly UrLs  

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

Create Custom Metadata

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

Create engaging content 

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

Compress files 

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

Create Internal Links        

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

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

Leverage SEO features 

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

Leverage canonical tagging 

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

Segment your XML sitemaps 

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

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

Prioritize your crawl budget 

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

What should you do with discounted product pages

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

What are the best options to deal with discontinued pages? 

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

Conclusion

With the above steps, you can ensure that SFCC boosts the SEO of your website. if you are intrested to seo or Digital Marketing then you can join Digital Marketing Training in Pune.  We is a hub of multinational software companies, business enterprises and abundance of startups.

Follow these steps with the Salesforce Commerce Cloud SEO so that your website is noticed by crawlers and ranks on Google organically.

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How To Integrate Salesforce With QuickBooks

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

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

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

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

How To Connect Salesforce With QuickQuicks

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

Installing An Application

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

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

Custom Development

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

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

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

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

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

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

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

Salesforce Managed Services: Why Your Company Needs Them

Salesforce is a fairly vast platform with a number of tools and features. It has been helping organizations handle their customer database for more than two decades. However, it is important for companies across the board to use the CRM platform in an optimum way.

Simply getting the platform implemented within your organization will not allow you to make the most of the platform. You need to ensure its smooth functionality, make regular upgrades, carry out integrations, and keep an eye on errors to use Salesforce in a proactive way.

This is where Salesforce managed services come in.

These are the proactive Salesforce Support services that help an organization implement and operate the CRM platform in the best way possible. Right from development and deployment to consultation, these services take every little aspect of the platform into consideration.

Some of the major activities in Salesforce Managed Services include:

  • Implementation – Managed service providers help organizations deploy the CRM platform and specific Salesforce Clouds according to their needs and preferences.
  • Consulting – These Salesforce Consulting services include providing comprehensive assistance to Salesforce users and building a powerful implementation/operational strategy.
  • Customizations – These services include customization of Salesforce tools like dashboards, reports, campaigns, etc.
  • Integrations – These services include combining the data and functionality of Salesforce with a third-party platform or service to leverage its overall usage.
  • <li style="font-weight: canaltaronja.cat 400″>Data management – These services overlook the import, management, and export of valuable data collected by Salesforce users with the help of powerful ETL tools.

  • Salesforce Training – These services revolve around providing technical and managerial training to Salesforce users, helping them use the CRM platform better.
  • Salesforce Support – The support services include providing personalized support to the users such as fixing bugs, auditing, regular system checks, and many more.

Why Do You Need Salesforce Managed Services?

Here are some of the key reasons why your organization needs Salesforce managed Services:

Cutting Down Your Costs

If you hire an in-house Salesforce specialist to provide you with Salesforce-relates services, it will always be an expensive decision as Salesforce specialists are in high demand and the platform is pretty vast to handle. Hiring a specialist on a salaried basis will drain you off your funds even when your Salesforce org does not require any assistance.

Instead, opting for Salesforce managed services will allow you to pay as and when you avail of the services. This provides a high level of flexibility that allows you to pay only for the services you receive, helping you save money.

Access To Specialized Expertise 

On hiring a Salesforce specialist, you may find them get engaged in other priorities of the organization as they are ties to the company. On the other hand, Salesforce managed services give you access to specialized expertise as and when you need them, without having any other affiliations with your organization. All you need to do is mention your requirements and you will have an expert(s) who is well-versed in the concerned area to help you out.

Letting You Focus On The Core Business Areas

If you try and let your in-house IT team focus on the implementation and ongoing maintenance of your Salesforce org, it would take their time and attention away from the core business areas.

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Instead, availing of Salesforce support services allows you to let the experts do their job while you and your team can focus on the more pressing issues of your organization that require more time and attention.

Resorting to Salesforce managed services as opposed to hiring full-time Salesforce experts is the best alternative for businesses of all scales to optimize their use of the CRM platform.

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Here’s Everything You Need To Know About Flows In Salesforce

Salesforce is all about managing your valuable data in a way that allows you to provide personalized services to your customers. The CRM platform allows you to record, store, track, and analyze records that facilitate the automation of a range of processes. Right from sales and marketing to accounting and app-building, Salesforce helps you optimize your data with a few simple clicks.

One of the key highlights of Salesforce is the fact that it allows users to automate business processes. Whether you need to manage your leads, create customizable reports, or move your Salesforce data using Salesforce data migration tools, the CRM platform helps you leverage a number of tasks performed by your team members. This helps your employees save time and effort that would have been otherwise invested in undertaking manual processes. Salesforce flows allow users to work smart instead of hard by automating business processes.

What Is A Flow In Salesforce?

A Salesforce flow, also known as Lightning flow, is an application used for automating complicated business processes. It allows users to gather specific datasets and performs automated processes using the same. Salesforce users can build individual flows based on their needs and preferences with the help of Flow Builder. Flow Builder allows you to develop code-like logic without the need for a programming language. This makes the process of building Salesforce flows easier and faster.

Types Of Salesforce Flows

Salesforce flows can be divided into five major categories as follows:

Autolaunched Flows

These Salesforce flows can be used for running automated tasks in Salesforce. They can be invoked by users from process builder, Apex class, record changes, set schedule, or platform events.

Schedule-triggered Flows

These are autolaunched flows that can be launched at a specific time and for a specific frequency for every record in batches. These flows run in the background for automating your business processes.

Screen Flows

These Salesforce flows have a distinct UI element and require inputs from Salesforce users. You can launch screen flows either as an action or embed them as an element on a Lightning page.

Record-triggered Flows

These are the autolaunched flows that run in the background when a user creates, updates, or deletes Salesforce records.

Platform Event-triggered Flows

These Salesforce flows run in the background when a platform event message is received.

When Should You Use Salesforce Flows?

Salesforce flows can be created and used when you need to automate complicated business processes. However, it is important to determine the kind of automation required before building a flow. For this, users need to determine where the data required for the concerned process originates from and where it is required to go. Always make sure that you consider whether the required results can be achieved through a Salesforce flow, a process, or a workflow field update.

When Should You Not Use Salesforce Flows?

Here are some common situations wherein you should avoid using Salesforce flows:

  • It is never advisable to create a Salesforce flow when a complicated logic is involved that can be managed better with an Apex code.
  • Creating a Salesforce is not an ideal option when your Salesforce edition limits the number of flows a user can create. Salesforce Essentials and Professional editions provide users with a limit of five processes per process type and five flows per flow type. While operating on these editions, it is advisable to use a process.

How To Build A Flow In Salesforce?

Here are the major steps you need to follow for building a flow in Salesforce:

  1. Start by opening the Flow Builder.
  2. Type “Flows” into the Quick Find Box in Setup. Select the option of “Flows”, followed by clicking on “New Flow.”
  3. Select the flow type based on your requirements, followed by clicking on “Create.”
  4. Now, drag the elements you are willing to use to the canvas. Every element represents a specific action that can be executed by the flow, such as reading/writing Salesforce data, executing business logic, displaying information regarding flow users, collecting data from flow users, manipulating data, etc.
  5. Connect the selected elements to ascertain the order in which they need to be executed during the run time. Make sure you connect the “start” element to another element to begin the flow.
  6. Once the elements are connected, save the flow.

After you have created a Salesforce flow, always make sure that you test it before activating the same.

Difference Between Salesforce Flows And Processes

Users often get confused between flows and processes in Salesforce, using the terms interchangeably. Here are the major differences between the two:

  • Salesforce processes are more user-friendly with respect to setup and management as compared to Salesforce flows.
  • Flows allow users to add screens to enter data, while processes do not provide you with this facility.
  • A Salesforce flow can be invoked by users, triggered by a change in the records, or scheduled to run at a specific time and with a specific frequency. On the other hand, a Salesforce process runs automatically when the required criteria are met. Users can also invoke a process by creating one using the Process builder.
  • While Salesforce flows can be paused by users, processes cannot be paused and keep running until the criteria are being met.
  • While the actions of Salesforce processes are executed in the order of their appearance in the process definition, flows often have a more complicated order of operations.
  • Salesforce flows can be used for cycling through multiple Salesforce objects (related and unrelated). On the other hand, processes are limited to the base and related Salesforce objects.
  • While processes can be triggered only after a record has been saved, users can design Salesforce flows to be triggered when records are created, updated, or deleted.

The Final Word

These were some of the most basic yet important aspects you should know about Salesforce flows. Effective creation and configuration of Salesforce flows allows you to streamline some of the most complex business processes, increasing the overall productivity of your organization.

 

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