Shweta
IndividualForum Replies Created
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@InvocableMethod is used to identify methods that can be run as invocable actions and the invocable method is called REST API. This method has dynamic input and output values and support describe calls.
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Deprecated annotation is used in the context of packages in salesforce and it suggests the class, exceptions, enums, interfaces, variables, or methods that can no more in use or will not be distributed in further releases if its part of a package.
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Utility class contains functions or methods which might be used frequently in a lot of class. You can just write the class and methods, then reference it in other apex classes.
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Junction Object: It is a custom object with two master-detail relationships to two different record types. It is used to represent a many-to-many relationship in which several junction objects can link one instance of a record to many children, and each child can equally be linked to many parents.
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Lead Nurturing : The process of developing and maintaining relationships with customers at every stage of their journey, usually through marketing and communications messaging.
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Pricebook are list of products and their associated prices. Each product and its price is called a pricebookentry. So, if you want to speak in relationship terms, a Product may be on multiple Pricebooks; this is managed with a junction record called PricebookEntry.
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Blob is part of System namespace which provide methods and classes for apex core functionality, so we have separate blob class, which include some functions that help us to deal with multimedia in salesforce, i.e PDF .
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There are two Workflow types available in Salesforce:
1. Immediate Workflow rule: Workflow rule fires immediately when the workflow criteria is met, and the associated actions (email alert/field update etc.,) will take place immediately.
2. Time Dependent Workflow rule: When the workflow entry criteria is met, associated actions (email alert/field update etc.,) will take place after a certain period of time. This time is based on the value that you set.
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External lookup relationship links a child standard, custom, or external object to a parent external object. The values of the standard External ID field on the parent external object are matched against the values of the external lookup relationship field. For a child external object, the values of the external lookup relationship field come from the specified External Column Name. In External lookup relationship, External Object will be the parent.
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Feed Tracking : It allows you to get real-time notifications about changes to particular objects in the interface.
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Types of Chatter group:
1. Public : Anyone can join a public group.
2. Private : Only group members can see and add posts, comments, and files.
3. UnListed : Only group members and users with the “Manage Unlisted Groups” permission can see and add posts, comments, and files. People can’t ask to join the group.
4. Groups with customers :Private and unlisted groups can allow customers.
5. Archived : When a group is archived, people can no longer create posts but previous posts are retained for reference. -
Static resources allow you to upload content that you can reference in a Visualforce page, including archives (such as . zip and . jar files), images, style sheets, JavaScript, and other files.
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Sharing rules are used by administrators to automatically grant users within a given group or role access to records owned by a specific group of users.
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A PushTopic is an sObject that contains the criteria of events you want to listen to, such as data changes for a particular object. It represents the channel that client apps subscribe to.
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StandardSetController allows us to create list controllers similar to, or as extensions of, the pre-built Visualforce list controllers provided by Salesforce.
e.g- when you want to override a tab or list view with your custom visualforce page. -
We have four types of report formats available in Salesforce:
1. Tabular Reports: Simple listing of data without any subtotals. This type of reports provide you most basically to look your data. Use tabular reports when you want a simple list or a list of items with a grand total.
2. Summary Reports: This type of reports provide a listing of data with groupings and sub totals. Use summary reports when you want subtotals based on the value of a particular field or when you want to create a hierarchically grouped report, such as sales organized by year and then by quarter.
3. Matrix Reports: This type of reports allow you to group records both by row and by column. A comparison of related totals, with totals by both row and column. Use matrix reports when you want to see data by two different dimensions that aren’t related, such as date and product.
4. Joined Reports: Blocks of related information in a single report. This type of reports enable you to adopt five different blocks to display different types of related data. Each block can own unique columns, summary fields, formulas, filters and sort order. Use joined reports to group and show data from multiple report types in different views. -
Lightning App: The Lightning App Builder is a point-and-click tool that makes it easy to create custom pages for Salesforce and Lightning Experience. With the Lightning App Builder, you can combine various components on a single page to give your users what they need all in one place.
Connected App: It is an application that can connect to Salesforce over Identity and Data APIs. Connected Apps use the standard OAuth 2.0 protocol to authenticate, provide Single Sign-On, and acquire access tokens for use with Salesforce APIs. -
Salesforce Identity: It gives the right people the right access to the right resources at the right time. You control who can access your orgs and who can use apps running on the Salesforce Platform, on-premises, in other clouds, and on mobile devices.
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Lightning framework is based on event-driven architecture which allows to communicate between different events. Lightning events are fired from JavaScript controller actions that are triggered by a user interacting with the user interface.
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It is an tool provided by Salesforce which helps you to configure different business processes, assign page layouts, and pick-list values. It can be linked to user profiles.
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Audit trail: It is on the Organization level. The setup audit trail history helps you track the recent setup changes that you and other administrators have made to your organization. This can be especially useful in organizations with multiple administrators.
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Benefits of Salesforce CRM:
1. To turn you into an improved informational organization.
2. Elevate your communication with CRM
3. For improved customer service
4. To automate everyday tasks
5. For greater efficiency for multiple teams
6. For improved analytical data and reporting. -
Flow builder: It is the point and click automation tools and used to make flow.
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Visual Flow: It gives you the ability to do unrelated object updates and use cool things like variables and loops. It is very powerful but underused because it have same learning curve as learning code.
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A tab is like a user interface that is used to build records for objects and to view the records in the objects.
Types of tabs in Salesforce:
1. Custom object tab
2. Web tab
3. Visualforce tab
4. Flexible Page Tab