Forum Replies Created

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  • Arun

    Member
    February 12, 2020 at 5:57 am in reply to: What is User Role Hierarchy in salesforce?

    Salesforce allows us to control the records access and organization reports using roles. In other words, you can use it to control record-level access in Salesforce. It describes how roles connect to each other. It may or may not be exactly akin to your organization hierarchy. A role can have one, more than one, or even no users assigned to it. It is best practice to ensure that every user is assigned a role when they are first added to the system.

    Users who are higher in the role hierarchy will be able to see the records of people below them. Users who share the same the role or who are at the same level  cannot access each other's records:

  • Arun

    Member
    February 12, 2020 at 5:55 am in reply to: Can I update profile after assigning to user?

    Yes, you can update the profile after assigning it to the user in the Salesforce.

  • Arun

    Member
    February 11, 2020 at 12:36 pm in reply to: Why do we use Formula fields in Salesforce?

    In Salesforce formula field is a read only field, the value of formulafiled evaluate from expression defined by us. If we update any value in the expression, it automatically updates formula field value. We can create formula fields in both standard and custom object.

  • Arun

    Member
    February 11, 2020 at 12:34 pm in reply to: What is the difference between SOAP and REST API in Salesforce?

    REST Api-

    REST is basically an architectural style of the web services that work as a channel of communication between different computers or systems on the internet. The term REST API is something else.

    Those application programming interfaces that are backed by the architectural style of REST architectural system are called REST APIs. REST API compliant web services, database systems, and computer systems permit requesting systems to get robust access and redefine representations of web based resources by deploying a predefined set of stateless protocols and standard operations.

    SOAP Api-

    SOAP is a standard communication protocol system that permits processes using different operating systems like Linux and Windows to communicate via HTTP and its XML. SOAP based APIs are designed to create, recover, update and delete records like accounts, passwords, leads, and custom objects.

    These offers over twenty different kinds of calls that make it easy for the API developers to maintain their accounts, perform accurate searches and much more. These can then be used with all those languages that support web services.

     

  • Arun

    Member
    February 10, 2020 at 12:31 pm in reply to: What is the difference between List, Map and Set in Salesforce?

    Hi Pooja,

    List- A list is an ordered collection of elements that are distinguished by their indices. List elements can be of any data type—primitive types, collections, sObjects.

    Set- A set is an unordered collection of elements that do not contain any duplicates. Set elements can be of any data type—primitive types, collections, sObjects.

    Map- A map is a collection of key-value pairs where each unique key maps to a single value. Keys and values can be any data type—primitive types, collections, sObjects.

     

  • Arun

    Member
    February 10, 2020 at 12:26 pm in reply to: What is an Audit trail in Salesforce?

    Hi Marziya,

    Setup Audit Trail tracks the recent setup changes that you and other admins make to your Salesforce org. Audit Trail shows the 20 most recent setup changes made to your org. It lists the date of the change, who made it, and what the change was did.

  • Arun

    Member
    February 10, 2020 at 12:21 pm in reply to: What is the use of scheduler class in Salesforce?

    Hi Pooja ,

    When you want to run a piece apex code at some particular time within a period of time.Schedule apex is class which runs at a regular interval of time. To schedule an apex class we need to implement an interface Schedulable. If you want to run a piece to schedule code at the first of every month or day wise  you can use to make your life easier when you have to redeploy/change this code Scheduler apex runs as system mode that means whether the user has permission to execute the class or not, they can execute  the class.

  • Arun

    Member
    February 7, 2020 at 6:17 am in reply to: What are global actions in Salesforce?

    Hi Ayush,

    In Salesforce global actions to let users log call details, create or update records, or send email, all without leaving the page they're on. Global create actions enable users to create object records, but the new record has no direct relationship with other records.

  • Hi Sweta,

    Master-Detail Relationship-

    1. You cannot have a detail record without a master.
    2. The detail record inherits sharing rules from the master.
    3. You cannot update the relationship to the master in a master-detail relationship.
    4. The number of master-detail relationships you can use are limited.
    5. You cannot set profile object permissions for a detail record
    6. Master-detail relationships are automatically included in report record types

     LookUp Relationship -

    1. Lookups are generally for use where you may or may need to have a relationship between two objects (but not always).
    2. Lookups are generally used to reference commonly shared data, such as reference data.
    3. Lookups are used to link two objects together when you don't want the behaviour of the master-detail - particularly around sharing rules, profile permissions and cascade delete.
    4. Lookups are used when you need to relate multiple 'parents' to the detail record.
  • Arun

    Member
    February 7, 2020 at 5:37 am in reply to: Differentiate between Queueable Apex and future methods in Salesforce ?

    Hi Kirandeep,

    Future Method -

    It is a method which runs on a separate thread in the background. It does not impact the performance of a running transaction as it carried out in a different context. We use this method for the execution of long running operation such as a web call out where we are not sure when the response will come or whether a response will come or not.

    Queueable Apex -

    Queueable Apex is also a way of running Apex jobs asynchronously and to make a class Queueable we need to implement an interface i.e. Queueable interface. With the help of this interface, we can queue jobs and also monitor them, this is an enhanced way of running the asynchronous process as compared to the future method.

  • Hi Udit,

    ISBLANK – If an expression has a value and returns true if it does not. If it contains a value, this function returns false. Text fields cannot be null. So use mainly for text fields.

    ISNULL – If an expression is null (blank) and returns true if it is. If it contains a value, this function returns false. Numeric fields cannot be blank. So use mainly for numeric fields.

  • Arun

    Member
    February 6, 2020 at 5:52 am in reply to: what is a scheduler class in Salesforce?

    Hi Shubham,

    In Salesforce When you want to run a piece apex code at some particular time within a period of time.Schedule apex is class which runs at a regular interval of time. To schedule an apex class we need to implement an interface Schedulable. If you want to run a piece to schedule code at the first of every month or day wise  you can use to make your life easier when you have to redeploy/change this code Scheduler apex runs as system mode that means whether the user has permission to execute the class or not, they can execute  the class.

  • Arun

    Member
    February 6, 2020 at 5:49 am in reply to: What is a bucket field in reports in Salesforce?

    Hi Marziya,

    In Salesforce Bucket field lets you quickly categorize report records without creating a formula or a custom field, Bucket fields can be used like any other field to sort, filter, and group your report. When you create a bucket field, you define multiple categories (buckets) used to group report values.”

    It can group only the below data types fields:

    1. Picklist
    2. Number
    3. Text

  • Arun

    Member
    February 5, 2020 at 1:31 pm in reply to: What is a Matrix Report in Salesforce?

    Matrix reports are used when two different types of data need to be summarized alongside each other. They’re used to check how one data dimension behaves against another one.

    Matrix reports allows users to group unrelated records by rows and columns. It also presents the data in a table layout so it would be easy to check the various intersections between data groups. Graphic data representations, such as graphs, can also be inserted to the report. This report format can also be used in dashboards.

  • Arun

    Member
    February 5, 2020 at 7:57 am in reply to: When workflows rules get evaluated in Salesforce?

    Hi Udit,

    In Salesforce  the Workflows rules get evaluates when :

    1.  Record is created.
    2. Record is created, and every time it's edited.
    3. Record is created, and any time it's edited to subsequently meet criteria.
  • Hi Kirandeep,

    In Salesforce SOQL query returns following  data types:
    1. Single sObject.
    2. List of sObjects.
    3. Integer.

  • Arun

    Member
    February 4, 2020 at 5:49 am in reply to: What is a Summary Report Salesforce?

    Hi Sumit,

    In Salesforce summary report is very much similar to the Tabular report but allowing users to group rows of data, create charts, and view subtotals etc. Summary reports generally take more time to set up but they give more options to organize data and great to use with dashboards. We can say that summary reports are the workhorses and most of the reports are available in this particular format only.

  • Arun

    Member
    February 4, 2020 at 5:47 am in reply to: What is a Tabular report Salesforce ?

    Hi Sumit,

    In Salesforce tabular reports are the fastest and simplest technique to look at data. When compared to spreadsheets, they are quite similar and consist of an ordered set of fields and columns with matching record listed in the row. Tabular reports are good for creating a complete list of records or a single grand total. It cannot be used to create a group of charts and cannot be accessed in the dashboard unless the number of rows is limited. Examples of tabular report format include mailing lists and activity reports.

  • Arun

    Member
    February 3, 2020 at 5:36 am in reply to: What is lead assignment in Salesforce?

    Hi Ratnesh,

    Lead assignment rule is a feature in salesforce which allows the administrators to define who should receive a lead based on conditions/criteria.

  • Arun

    Member
    February 3, 2020 at 5:29 am in reply to: Why do we use permission sets in Salesforce?

    Hi Ratnesh,

    In Salesforce we use permission set to provide additional access to a user/a group of users. we can not use permission sets to restrict the access.

  • Hi Marziya,

    In Salesforce one profile can be assigned to multiple users but we can not assign multiple profiles to a single user.

  • Arun

    Member
    January 30, 2020 at 9:20 am in reply to: What is flexiPage in the Salesforce Lightning Component?

    In Salesforce Lightning component the 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 region can contain upto 25 components.

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

  • Arun

    Member
    January 30, 2020 at 9:16 am in reply to: What are stand-alone apps in Aura in Salesforce Lightning Components?

    Hi Deepal,

    The standalone lightning app has a custom URL. These can be hosted and run using the URL directly. Standalone apps file has .app extension. You can use aura components inside standalone lightning apps.
    Using standalone lightning app is mandatory in some scenarios like-
    1. Using lightning out to host aura component outside Salesforce ecosystem.
    2. Using aura component within a visualforce page.

  • Arun

    Member
    January 30, 2020 at 9:11 am in reply to: What is the Difference between Roles and Profiles in Salesforce?

    Hi Marziya,

    Roles - In salesforce, roles are defined so as to increase the data visibility a particular user has. The data visibility can be increased using sharing rules or by building role hierarchy. Role hierarchy allows the user sitting in higher level have access of records owned by users having role lower in hierarchy. It is not mandatory that a user should have a role.

    Profiles - Profile is mandatory for every user in salesforce. You cannot have a user without a profile. Profile states the objects/field permissions and also other permissions with in the org. It defines what a user can do within the org, it states the access settings and user permissions.

  • Arun

    Member
    January 29, 2020 at 12:07 pm in reply to: How many roll-up summary fields can be created on an object?

    Hi Anjali,

    You can create 25 roll-up summary fields on an Object in Salesforce.

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