[Udit]

Anuj, with the help of process builder, we can perform the following actions:

1. Create and update records.
2. Send an Email alert.
3. Submit a record for approval.
4. Invoke a process from another process.
5. Launch a flow.
6. We can call apex methods.
7. Post to chatter

Process builder is bounded to perform only these actions, If we want to perform any other action than above, we use a trigger. We can customize anything in Salesforce using a trigger. Deletion of a record is not possible via process builder and workflow but with trigger, we can delete a record.

[Udit]

Hello there,
Answer to your question is No as we can not mass delete reports using Apex but we can mass delete reports under the Data management section in Setup.

• This reply was modified 4 years, 8 months ago by  Udit.

[Udit]

We can expose an Apex class as a REST web service by writing @RestResource on the top of the class and also giving the URL address in the parameters which will be used with the complete URL to hit on the REST class.
@RestResource(urlMapping='/getAccount/*')

[Udit]

Record types are used to distinguish business processes, fields, page layouts for object and Pag layouts are the layouts which have been assigned to any object and we can view fields as per the assigned layout.

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Hi Pooja,
Salesforce Connect is used to connect Marketing cloud with the Sales or Service Cloud. It is used to synchronizing Salesforce data into Marketing Cloud and Sales Cloud.

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Lead nurturing is a process to nurture leads in Salesforce in such a way that we can continue to have a better relationship with our existing customers and new customers as well.
There are lots of ways we can nurture out leads using automation software and also providing loyalty scores to the customer as they begin further in the marketing/sales journey. We can use journey builder for this as well.

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Self-relationship acts as a lookup relationship between the same object. For example, Account has a field "Parent Account" which is self-relationship.

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1. Changing data types of fields can cause data loss in Salesforce.
2. Deletion of files unknowingly through code can result in data loss.

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Ratnesh,
In Salesforce, we can qualify a lead by analyzing our buyer's profile. If our buyer's seems to have an interest in our service and also his/her intentions are to purchase from us, then we can qualify that record as a qualified lead.

[Udit]

Hello Anuj,
Both contain the price list of the products. In Salesforce, there can be only 1 standard price book and multiple custom price books. Standard is the default price book for the product and in custom, we can define our own prices as per our requirement.
For example, a product has a standard price of 100 in the collection of products but I want it different for some other location and for this I can create a custom price book for all the products.

[Udit]

Workflow only provides us 4 types of automation action to perform but with the help of trigger, we can customize our action like deleting a record, which is not possible with workflow.

[Udit]

Hello Anuj,
Yes, it is possible.
Parallel approval process simply means sending multiple approval requests in one approval.
The approver can be specific users, a queue or related user in the record.

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I am not sure but I think On-demand Email-to-Case process leverages Apex email services.

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No Kirandeep, we can't.
We need to create a field on the contact which will act as a person account's field.

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Hello Kirandeep,
Dynamic dashboards show the data as per the login user. By enabling dynamic dashboards, we are giving user-specified data access to the user.
Dynamic dashboard depends upon the login user so it is not possible to schedule it.

[Udit]

Basically packages in Salesforce are divided into two categories, managed and unmanaged packages.
The managed package is the package which one gets published can't be edited by the user and in the unmanaged package one can do modifications by installing the unmanaged package in their own org.

[Udit]

Hello Shweta,
All of the above tools come under automation in Salesforce but there are many differences among them.
Workflow is used to perform only 4 actions automatically and is based on a single if-then condition.
Workflows actions:
1. Assign task
2. Email alerts
3. Field updates
4. Outbound message

Process builder is the advanced version of workflow and can work upon multiple if then conditions and also there are many more actions available in Process builder.
Process Builder actions:
1. Create and update records
2. Send an Email alert
3. Submit a record for approval
4. Invoke a process from another process
5. Launch a flow
6. We can call apex methods
7. Post to chatter
<b style="font-family: inherit; font-size: inherit;">
<b style="font-family: inherit; font-size: inherit;">Visual Workflow can execute business processes, interact with the database, invoke Apex classes (an Apex class implements the Process.Plugin interface), and create a series of screens to take user input in order to collect and update data in Salesforce; Flows can also be built with no user interface to allow them to be run from automated processes.

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Ratnesh, default batch size is 200 in Salesforce but if we enable Bulk API, the default batch size gets increased to 2000.

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Hi Marziya,
Yes, we can convert our field type from text to picklist in Salesforce but there might be the possibility of data loss. So in order to prevent any data loss, it is suggested that only convert custom fields for which no data exists or you risk losing your data.

[Udit]

Hello Anuj,
An approval process is an automated process that is used to get approval or rejection for the records in Salesforce. Is has many steps for the record like initial submission, rejection, approval, etc. One can assign a manager or any other person to be the approver.An approver can approve or reject the request based on the requirement.

• This reply was modified 4 years, 8 months ago by  Udit.

[Udit]

Hello Anjali,
Below are the steps to create bucket field in Salesforce report:
1. In the report tab click on the “New Report” button
2. Select a “Lead” or any other object and then create a new report
3. Here you will find the bucket field in the top of list of fields
4. Add this “Bucket Field” into your report
5. Here you will get a popup window called “Edit Bucket Field”. Select the lead status in your source column. Click on the “New Bucket” button, create your criteria field “Open – Working”. Select two criteria “Open And Working” status
6. Move this field into “Open And Working” Criteria
7. Same process for close –converted and closed-Not converted field. Create a “New Bucket Closed” and drag these two closed fields into your closed bucket field. Click “OK” and then select the report as a “Summary Report”
8. Lastly you will get your report which is separated on the basis of “Open-working” and “Closed” status of bucket field

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Hello Sumit,
Tab basically provides UI for the object. If we have to access an object in Salesforce then we need a tab to do it.

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Hello Pooja,
I hope my blog will help on the question of yours: https://www.forcetalks.com/blog/different-types-of-relationships-in-salesforce/

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Hello Aditya,
Record-level Sharing/Security lets you give users access to some object records, but not others. To specify record-level security, set your organization-wide sharing settings, define a hierarchy, and create sharing rules.
There are the following ways we can share records between users:
1. OWD(Organization Wide Defaults)
2. Role Hierarchy
3. Sharing settings
4. Manual Sharing

[Udit]

Hello Pooja,
ExactTarget is the company which was acquired by Salesforce and named as their own Marketing Cloud. In the marketing cloud, we can create journeys, templates, automation, etc, for our customers. It helps companies to maintain and manage their marketing process.