Friday 22 March 2024

Salesforce Admin - 1

 1. Is it possible to write a validation rule which will fire only on insert of record not on update of Record ?

Yes, it's possible to write a validation rule that fires only on insert of a record and not on update. In many programming or database systems, you can differentiate between insert and update operations.

For example: you can write a validation rule using a function like ISNEW() to check if a record is being inserted.

In this validation rule, ISNEW() returns true if the record is being created for the first time (i.e., inserted), and your_condition_here represents whatever additional conditions you want to apply for the validation rule to fire.


2. Is it possible to schedule a dynamic dashboard in Salesforce?

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


3. Is it possible to write a validation rule on record delete?

No, only in insert and update events you can write validation rule.


4. Difference between formula field and rollup summary in Salesforce ?

Formula Field: A formula field in Salesforce calculates its value based on other fields' values or using formula expressions. It displays the calculated result but doesn't store data directly.

Roll-Up Summary Field: A roll-up summary field summarizes data from related records, such as calculating the sum, average, maximum, or minimum of a field in child records and displaying it on a parent record. It stores aggregated data from child records on the parent record.


5. Is there any standard object which is also act as junction object ?

Yes, there are some standard objects which acts as a junction object.

For Example, Standard object OpportunityContactRole is acts as junction object between Opportunity and Contact objects.


6. What is the default DateTime format of Salesforce ?

• Salesforce stores all DateTimes in Coordinated Universal Time (UTC) format.

• Remember that dateTime field values are stored as Coordinated Universal Time (UTC).

• When one of these values is returned in the Salesforce application, it is automatically adjusted for the timezone specified in your organization preferences.

• Your application may need to handle this conversion.


7. How to insert null values into Dataloader ?

Go to data loder -> setting -> check Is null values checkbox.


8. Maximum batch size of data loader?

200


9. What is the difference between trigger and workflow in Salesforce ?

Trigger

  • A trigger is an Apex code that executes before or after specific data manipulation language (DML) events occur, such as insert, update, delete, or undelete operations.
  • Triggers are used to implement custom business logic, validation, or automation on Salesforce records.
  • Triggers are highly customizable and can handle complex logic but require coding skills.

Workflow:

  • Workflow rules are declarative automation tools provided by Salesforce that allow you to automate standard internal processes to trigger certain actions based on specified criteria.
  • Workflow rules are easier to set up and manage compared to triggers, as they are created through point-and-click configuration rather than coding.
  • Workflow rules can only perform certain predefined actions such as field updates, email alerts, outbound messages, and task creation based on criteria defined in the rule. They are less flexible than triggers but are suitable for many common automation needs.

In summary, triggers are coded solutions that offer more flexibility and complexity, while workflows are declarative tools that provide simpler automation capabilities without requiring coding skills.


10. What is fiscal year in salesforce ?

Salesforce allows two types:

Standard Fiscal Years are periods that follow the Gregorian calendar, but can start on the first day of any month of the year. 

(A Gregorian Year is a calendar based on a 12 Month Structure and is used throughout much of the world.)

Custom Fiscal Years are for companies that break down their fiscal years, quarters and weeks in to custom fiscal periods based on their financial planning requirements.

Note: After you enable custom fiscal years, you cannot disable the feature. However, if you need to revert to standard fiscal years, you can define custom fiscal years that follow the same Gregorian  calendar structure as the Salesforce standard fiscal years.


11. If user does not have any right on particular record and have only read level access at  object level. Can he change the record owner?

Yes. In profile, there is setting for Transfer Record.


12. What is Apex? 

It is the in-house technology of salesforce.com which is similar to Java programming with object oriented concepts and to write our own custom logic.


13. What will happen if you try to update record in After Trigger Context?

You will get an error saying record is Read only.

14. We have a Time Based Workflow and there is Action scheduled to be executed. If we  Deactivate the workflow, Scheduled actions will be removed from queue or not?

Even after deactivation of workflow, its action will be active in queue.

15. How to clear the Time based workflow action queue ?

Two ways to achieve this.

• Make criteria false for all those records.

• Go to Set up -> Monitoring -> Time Based Workflow and search for scheduled actions and  then remove from queue.

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