Salesforce is a CRM delivered as a software-as-a-service (SaaS).

Custom objects are nothing but database tables. It stores data related to your company in Salesforce.com. Once you have defined custom object you can do following things like

  • Create custom fields
  • Associate the custom object with other records
  • In custom related lists, it display the custom object data
  • For custom object, records track events and tasks
  • Build page layouts
  • For the custom object create a custom tab
  • To analyze custom object data create dashboards and reports
  • Share your custom tabs, custom apps, custom objects and any other related components

Object relationship overview in Salesforce is used to link custom object records to standard object records in a related list. In simple words, it is helpful to track product defects associated with customer cases. You can define different types of relationship by creating custom relationship fields on an object.

Data loss may cause due to following reasons

  • Changing data and date-time
  • Altering to percent,number and currency from other data types
  • Changing from multi-select picklist, checkbox, auto number to other types
  • Altering to multi-select picklist from any type except picklist
  • Changing to auto-number except from text
  • Changing from text-area to e-mail, phone, URL and text
  • As SaaS is a subscription based, customers can always choose not to renew if they are dissatisfied
  • Customers can avoid a large initial investment in an IT infrastructure and day to day hustle of maintaining infrastructure
  • SaaS customer provides same provider infrastructure and also easy integration
  • SaaS applications use a simple internet interface that makes easier for customer to use.
  • SaaS always provide a latest platform to the customer with innovation.

Sales force records all the basic details like the number of customers served daily, daily sales volume, sales manager detailed reports, sales numbers in each month or quarter.  Also, it keeps a track on the repeat customer, which is key to success for any sales organization.

There are two types of relationships

  • Master detail relationship
  • Lookup relationship
  • isNull: It supports for number field
  • isBlank: It supports for Text field

Trigger is a code that is executed before or after the record is updated or inserted

With the help of static resources, you can upload zip files, images, jar files, JavaScript and CSS files that can be referred in a visual force page. The optimum size of static resources for an organization is 250 mB.

Force.com is PaaS (Platform as a Service) while Salesforce.com is SaaS ( Software as a Service).

Actions available in workflow are

  • Email Alert
  • Task
  • Field Update
  • Outbound Message

User can see their limit form setup, by clicking data.com administration/Users.  From the data.com users section, user can see their monthly limit and how many records are exported during the month.

Different types of custom settings in Salesforce includes

  • Hierarchy type
  • List type

Different types of object relations in Salesforce includes

  • One to many
  • Many to many
  • Master detail

Different types of reports available in Salesforce are

  • Tabular report: It displays the grand total in the table form
  • Matrix report: It is a detailed report in which the grouping is done based on both rows and columns
  • Summary report: It is a detailed form of the report in which the grouping is done based on columns
  • Joined report: With this two or more reports can be joined in the single reports

No, it is not possible to schedule a dynamic dashboard in Salesforce.

The error that tells “list has no rows for assignment” indicates that the list you are trying to access has no values in it.

Junction objects are used to build many-to-many relationships between objects.  You can take a recruiting application example, where a position for a job can be linked to many candidates and in the same manner a candidate can be linked to the different positions. So, to connect this data model, you need a third party object, this object is referred as junction object.  Here “job application” is the junction object.

Audit trail function is helpful in knowing the information or track all the recent setup changes that the administration does to the organization.  It can store last 6 months data.

Dashboard is the pictorial representation of the report, and we can add up to 20 reports in a single dashboard.

As Salesforce comes under SaaS, one can use only one controller and as many extension controller.

  SOQL ( Salesforce Object Query Language)

SOSL (Salesforce Object Search Language)

  • Only one object at a time can be searched
  • Query all type of fields
  • It can be used in triggers and classes
  • DML operation can be performed on query results
  •  Many objects can be searched at a time
  • Query only e-mail, phone and text
  • It can be used in classes but not in triggers
  • DML operation cannot be performed on search result
Criteria Salesforce Dev 401 Salesforce Adv Dev 501
What do we learn? Building customized applications, analytical functions, etc. Apex scripts, Developer Console, deploying MVC architecture, etc.
Who can learn? Software and IT professionals App and CRM Developers, System Admins, etc.
What is the average annual salary? US$99,000 US$141,000

Here are some of the top benefits of Salesforce CRM:

  • Ensuring faster and better sales opportunity
  • Deploying an analytical approach to customer acquisition
  • Reducing cost and improving customer satisfaction
  • Automation of repetitive and less important tasks
  • Improved efficiency and enhanced communication on all fronts

Simply put, custom objects are database tables in Salesforce. All data related to an enterprise can be stored in Salesforce.com, and for that there is a need for a junction object, which is a custom object. The custom object has a Master–Detail relationship. We can create a Master–Detail relationship between two objects, and then connect a child object as a related list. Custom objects, which can be listed in Custom Settings, has a set of static data that is reusable.

In the process, the custom object has to be defined first and then the following steps need to be followed:

  • Join records with the custom object
  • Custom object data is displayed in custom lists
  • Create a custom tab for the custom object
  • Build page layouts
  • Create a dashboard and a report for analyzing the custom object

Moreover, the custom tab, app, and object can be shared.

In Salesforce, we can link the standard and custom object records in a related list. It is done by the object relationship overview. Various types of relationships can be created in order to connect specific business cases with specific customers. It is possible to create a custom relationship on an object and define various relationship types.

Object relations in Salesforce can be of the following types:

  • One to many
  • Many to many
  • Master–Detail

An app in Salesforce is a container that contains a name, a logo, and a group of tabs that work as a unit to provide specific functionality. Users can switch between apps using the Force.com app’s drop-down menu at the top-right corner of every page.

Some of the main benefits of Salesforce SaaS are:

  • Its pay-as-you-go model perfectly suites all customers
  • No hassle of infrastructure management
  • All applications are accessed via the Internet
  • Easy integration between various applications
  • Latest features are provided without any delay
  • Guaranteed uptime and security
  • Scalable performance for various operations
  • Ability to access via mobile devices from anywhere

Salesforce is very meticulous when it comes to recording intricate details like sales numbers, customer details, customers served, repeat customers, etc. Salesforce makes it easy to create detailed reports, charts, and dashboards for keeping track of sales.

A workflow in Salesforce is basically a container or business logic engine that automates certain actions based on particular criteria. If the criteria are met, the actions get executed. When they do not, the record will get saved but no action will be executed.

There are two types of actions in a workflow in Salesforce:

  • Immediate Actions: Actions that get executed immediately when the record is created or edited
  • Time-dependent Actions: Actions that get executed after a certain duration of time, such as 10 days before a records’ close date. After a certain time period, the workflow rules in Salesforce will re-evaluate the record just to make sure that the rule criteria are met. If the record meets the criteria, the aligned actions will be executed.

Master–Detail relationship is basically a parent–child relationship, in which ‘Master’ represents the parent and other details represent the child. If the parent is deleted, then the child also gets deleted. Roll-up summary fields can only be created on Master records, which will calculate the SUM, AVG, and MIN of the child records.

In a Master–Detail relationship, when a Master record is deleted, the Detail record also gets deleted, automatically.

On the other hand, in a Lookup relationship, the Child record will not be deleted, even if the Parent record is deleted.

Yes, we can have a roll-up summary in the case of a Master-Detail relationship but not in the case of a Lookup relationship. This is because a roll-up summary field is used to display a value in the Master record based on the values of a set of fields in the Detail record.

An sObject is any object that can be stored in the Force.com platform database. Apex allows the use of a generic sObject abstract type to represent any object.

For example, ‘vehicle’ is a generic type and ‘car’ and ‘motorbike’ are concrete types of ‘vehicle’.

Triggers in Salesforce are called Apex Triggers. These are distinct and are available specifically for common and expected actions like lead conversions. It is just a code that is executed before or after a record is inserted or updated.

A trigger is different from a workflow as the former is a piece of code; whereas, a workflow is an automated process and uses no code.

Trigger.new returns a list of records that have been added recently to sObjects. The records that are yet to be saved in the database are returned. Only insert and update triggers have the sObject list, and records can only be modified in before.trigger.

  • System Administrator: Customization and administration of an application
  • Standard User: Can edit, view, update, or delete one’s own record
  • Read Only: Able to just view the records
  • Solution Manager: Comes with the standard user permission but also can manage categories and published solutions
  • Marketing User: Able to import leads into the organization, along with standard user permissions

Force.com is the entire infrastructure and codebase on which the complete Salesforce application exists. In other words, Salesforce is built on Force.com, which is a Platform as a Service (PaaS) that lets us simplify the design, development, and deployment of cloud-based applications and websites. Salesforce Developers can work with Cloud Integrated Development Environment and deploy the applications on Force.com servers.

Below are the types of reports available in Salesforce:

  • Tabular report: In this, the grand total is displayed in a table format.
  • Matrix report: This is an in-depth report wherein there are both row-based and column-based grouping.
  • Summary report: Summary report is a report in which the grouping is on a column basis.
  • Joined report: Joining two or more reports into one creates a joined report.

A Salesforce dashboard can be seen as a visual and pictorial representation of a dashboard with the facility to add up to 20 reports.

Various Salesforce dashboard components are explained below:

  • Gauge: It is used for showing a single value within a range of custom values.
  • Metric: This is used for displaying a single key–value pair. It is possible to click the empty text field next to the grand total and enter the metric label directly on the components. All metrics placed above and below one another in the dashboard column would be displayed as a single component.

Visualforce can be defined as the user interface for the Force.com platform. It is a component-based framework that can include over 100 in-built components. It includes a tag-based markup language, and each Visualforce tag corresponds to a page or a field.

The Visualforce framework works on the standard MVC paradigm. It is possible to have tight integration with the database and also deploy auto-generated controllers for database objects. Developers can use Apex codes to write their own controllers. It is also possible to access AJAX components, or they can create their own components.

A static resource lets us upload content that is in the form of .jar and .zip formats, style sheets, JavaScript, and so on. It is recommended to deploy a static resource rather than uploading files to the Documents tab since it is possible to pack a set of files into a directory hierarchy and upload it. These files can easily be referred to in a Visualforce page.

  • Salesforce Object Query Language (SOQL) lets us search only one object. We can query for all types of fields in SOQL. Data Manipulation Language (DML) operations can be performed on the query results.
  • Salesforce Object Search Language (SOSL) lets us search for multiple objects. But, in SOSL, we can query only for texts, emails, and phone numbers. Also, DML operations cannot be performed on the search results.

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