Forum Replies Created

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  • Arun

    Member
    January 29, 2020 at 12:02 pm in reply to: What is meant by Time trigger in Salesforce?

    Hi Anjali,

    Time-dependent actions are executed at a specific time, or time triggers are used when we need to execute workflow actions at certain time-based scenarios for example If we need to send an email to an employee 6 days after he joined Or if we need to update a field or send an outbound message, two hours after the Lead has been qualified.

    • This reply was modified 4 years, 9 months ago by  Arun.
  • Arun

    Member
    January 29, 2020 at 6:44 am in reply to: What are dynamic dashboards in Salesforce?

    Hi Ayush,

    Dynamic dashboards allow each user to see the data they have access to according to the security settings that are in place. Without read access to a record, that record will not be accounted for in the dashboard. This allows you to control data visibility without having to create separate dashboards.

  • Arun

    Member
    January 28, 2020 at 5:53 am in reply to: What is OAuth in Salesforce?

    Hi Ayush,

    OAuth is an open protocol that authorizes a client application to access data from a protected resource through the exchange of tokens. OAuth tokens are essentially permissions given to a client application. The resource server can validate the tokens and allow the client application access to the defined protected resources. In Salesforce, you can use OAuth authorization to approve a client application’s access to your org’s protected resources.

  • Arun

    Member
    January 28, 2020 at 5:51 am in reply to: Is it possible to assign two profiles to the same user in Salesforce ?

    Hi Anjali,

    No, You can not assign multiple profiles to a user. You can assign only one profile to a single user in Salesforce.

  • Arun

    Member
    January 28, 2020 at 5:49 am in reply to: What is an Audit Trail in Salesforce?

    Hi Anjali,

    In Salesforce the Audit Trail helps you track the recent Setup changes that you and other administrators have made to your organization. This is especially useful in organizations with multiple administrators. The setup Audit Trail history shows you the 20 most recent Setup changes made to your organization.

  • Arun

    Member
    January 27, 2020 at 5:58 am in reply to: What are assignment rules in Salesforce?

    Hi Udit,

    In Salesforce Assignment Rules are used to assign Leads and Cases automatically to the users based on criteria. There are two types of Assignment Rules in Salesforce -

    1.  Lead Assignment Rules.
    2. Case Assignment Rules.
    • This reply was modified 4 years, 9 months ago by  Arun.
  • Arun

    Member
    January 27, 2020 at 5:54 am in reply to: Can we call future method from batch class?

    Hi Shubham,

    No, We cannot call future methods directly from batch apex but we can call a  web service from batch class and that web service can call the @future method. Also, we can call the future method from finish method in the batch class.

     

  • Arun

    Member
    January 27, 2020 at 5:33 am in reply to: Can we schedule dynamic dashboards in Salesforce?

    Hi Anjali,

    In Salesforce you can't schedule refreshes for dynamic dashboards. They must be refreshed manually.

  • When you qualify a lead, you can convert the lead record into an opportunity. You then work your opportunity until you close the deal by either completing it or canceling it.

    When you convert leads, Salesforce creates accounts, contacts, and, opportunities using information from the leads you’re converting. If existing accounts and contacts share the names specified on the leads, you can choose to update the existing accounts and contacts. Salesforce adds information from the lead into empty fields; Salesforce does not overwrite existing account and contact data.

  • Hi Udit,

    In Salesforce you can capture up to 500 leads in a day via Web-to-Lead.

  • Arun

    Member
    January 24, 2020 at 5:26 am in reply to: What is Inline Editing in Salesforce?

    Hi Udit,

    Salesforce allows users to edit data directly in page layout when your System Admin enables inline editing feature from setup except for read-only and system fields. Editable fields display a pencil icon when you hover over the field, while non-editable fields display a lock icon, In other words, Inline editing lets users quickly edit field values, right on a record’s detail page.

     

  • Arun

    Member
    January 23, 2020 at 9:30 am in reply to: What is page reference in Salesforce?

    PageReference in Salesforce is a reference to an instantiation of a page. Among other attributes, PageReferences consist of a URL and a set of query parameter names and values.

    Use a PageReference object:
    · To view or set query string parameters and values for a page
    ·  To navigate the user to a different page as the result of an action method

    Methods
    PageReference methods are all called by and operate on a particular instance of a PageReference.

  • Hi Deepak,

    A question mark ( ? ) in Scheduled Apex in Salesforce is allowed in the day-of-month and day-of-week fields. It is used to specify “no specific value,” which is useful when you need to specify something in one of these two fields, but not in the other.
    If you want a trigger to fire on a particular day of the month (for example, the 10th), but you don't care what day of the week that is, enter 10 in the day-of-month field, and ? in the day-of-week field.

  • Arun

    Member
    January 23, 2020 at 5:15 am in reply to: What are the actions available in a Salesforce workflow?

    There are four types of actions available in  Salesforce Workflow -

    1. Email alert.
    2. Field update.
    3. Outbound Message.
    4. Assigning Task.
  • Arun

    Member
    January 22, 2020 at 10:49 am in reply to: What the difference between isNull and isBlank in Salesforce?

    Hi Ratnesh,

    ISBLANK -  If an expression has a value and returns trueif 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
    January 22, 2020 at 10:40 am in reply to: How to restrict access of Salesforce org of employees?

    Hi Udit,

    you can restrict a user to access the salesforce org by configuring  the Profile from Setup.

    you can set login hours, logins IP ranges, Session setting etc from profile to restrict a user to login in Salesforce  Organization.

  • Arun

    Member
    January 22, 2020 at 10:21 am in reply to: Can we pass sObjects in Future method as parameter?

    Hi Manish,

    No, It is not possible to pass a sObject as parameter  future method in Salesforce.

  • Arun

    Member
    January 21, 2020 at 2:04 pm in reply to: What is a delegated administrator in Salesforce and what are its duties?

    In Salesforce delegated administrators can do following duties:

    1. Create and edit users in specified roles and all subordinate roles.
    2. Unlock users.
    3. Assign users to specified profiles.
    4. Assign or remove permission sets for users in their delegated groups.
    5. Create public groups and manage membership in specified public groups.
    6. Log in as a user who has granted login access to the administrator.
    7. Manage custom objects.

     

  • Arun

    Member
    January 21, 2020 at 1:48 pm in reply to: In how many ways we can set Field level security in Salesforce?

    In Salesforce we can manage  field level permissions in three ways.

    1. By using “set field level security” button from field detail page .

    For example you want to set fiels level security for field Account Number on Account object.       Account'(setup>object manager>Account>Account Number>set field level security).

    2. By using “view field accessibility” button from field detail page.

    3. In profiles/permission sets we can manage field permissions.

     

  • The reason why Salesforce objects cannot be passed as arguments to future methods is that the object can change between the time you call the method and the time it actually executes. Because future methods are executed when system resources become available. In this case, the future method will get the old sObject values and might overwrite them.

     

  • Arun

    Member
    January 20, 2020 at 9:54 am in reply to: What is the difference between before and after trigger in Salesforce?

    BEFORE triggers are usually used when validation needs to take place before accepting the change. They run before any change is made to the database. Let's say you run a database for a bank. You have a table accounts and a table transactions. If a user makes a withdrawal from his account, you would want to make sure that the user has enough credits in his account for his withdrawal. The BEFORE trigger will allow to do that and prevent the row from being inserted in transactions if the balance in accounts is not enough.

    AFTER triggers are usually used when information needs to be updated in a separate table due to a change. They run after changes have been made to the database (not necessarily committed). Let's go back to our back example. After a successful transaction, you would want the balance to be updated in the accounts table. An AFTER trigger will allow you to do exactly that.

  • Arun

    Member
    January 20, 2020 at 9:47 am in reply to: Is it possible to restrict permission for users using permission set?

    No, you can not restrict permission for users using the permission set. Permission Sets in Salesforce provide additional access to the users without changing their profile. It is a collection of settings and permissions.

  • Arun

    Member
    January 17, 2020 at 12:46 pm in reply to: could anyone explain in detail \"List<List<sObject>>" in Salesforce?

    It means you have a list of a list of objects such as a list of account list, contact list, opportunity list

    it is use main in SOSL, or also known as global search.  For example when doing a global search on any name

    You get a list of accounts, list of contacts, list of opportunities etc accordingly match the criteria.

  • Arun

    Member
    January 16, 2020 at 2:02 pm in reply to: what types of audit features salesforce provides us?

    To verify that your system is actually secure, you should perform audits to monitor for unexpected changes.

    Record Modification Fields -

    All objects include fields to store the name of the user who created the record and who last modified the record. This provides some basic auditing information

    Login History -

    You can review a list of successful and failed login attempts to your organization for the past six months

    Field History Tracking -

    You can also enable auditing for individual fields, which will automatically track any changes in the values of selected fields. Although auditing is available for all custom objects, only some standard objects allow field-level auditing.

    Setup Audit Trail -

    Administrators can also view a Setup Audit Trail, which logs when modifications are made to your organization’s configuration.

     

     

  • Arun

    Member
    January 16, 2020 at 1:30 pm in reply to: What is generic sObject means in Salesforce?

    sObject is a generic data type. Every record in Salesforce is natively represented as an sObject in Apex. Any object you store in salesforce organization can be sObject. In a simple language, It is a big object in which you can store any object.

     

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