Salesforce Admin - 3

 Report Type:

A report type in Salesforce defines which objects and fields are available when creating a report. It determines the data that can be included in a report and how that data can be filtered and grouped.

Analytical Snapshot:

An analytical snapshot in Salesforce is a tool used to capture and report on historical data. It allows you to take a snapshot of data at a specific point in time and store it in a custom object for reporting and analysis purposes.

Account Team:

An account team in Salesforce is a group of users who work together on an account. Each account can have multiple account teams, each consisting of a combination of roles such as Account Owner, Account Manager, Sales Representative, etc. Account teams allow for collaboration and sharing of information related to an account.

Different APIs in Salesforce:

Salesforce offers several APIs (Application Programming Interfaces) for interacting with its platform, including:

• SOAP API
• REST API
• Bulk API
• Streaming API
• Metadata API
• Tooling API
• Chatter REST API
• Composite API
• Default Batch Size for Bulk API:

The default batch size for Bulk API in Salesforce is 200 records per batch. However, you can specify a different batch size when submitting a Bulk API job.

Recursive Workflow Rule:

A recursive workflow rule in Salesforce is a workflow rule that triggers itself, leading to an infinite loop of rule execution. This can happen when the actions of the workflow rule cause the same record to meet the rule criteria again, resulting in the rule being triggered repeatedly.

Avoiding Recursive Workflow Rules:

To avoid recursive workflow rules, you can:

Use criteria to prevent the rule from triggering on certain record updates.

Ensure that the actions of the rule do not cause the same rule criteria to be met again.

Use a field update to change a flag field after the workflow rule has executed once, and then include this flag field in the rule criteria to prevent further recursion.

Different Types of Reports:

There are several types of reports in Salesforce, including:

• Tabular Reports
• Summary Reports
• Matrix Reports
• Joined Reports
• Custom Report Types

Different Kinds of Dashboard Components:

Salesforce dashboards can contain various components to visualize data, including:

• Charts (Bar, Line, Pie, Donut, Gauge, etc.)
• Tables
• Metrics
• Gauges
• Visualforce Pages
• Custom Components (Custom HTML or JavaScript components)
• Filter Components

These components allow users to create interactive and insightful dashboards to monitor key metrics and performance indicators in Salesforce.

Visualforce Page: In Salesforce, Visualforce is a framework that allows developers to build custom user interfaces for Salesforce applications. A Visualforce page is a custom user interface created using Visualforce markup language, which is similar to HTML. Visualforce pages can display data, accept user input, and interact with the Salesforce database. They are often used to create custom forms, dashboards, and other user interface elements tailored to specific business needs.

Apex Governor Limits: Apex is the programming language used in Salesforce for creating custom business logic. Apex Governor Limits are runtime limits enforced by the Salesforce platform to ensure efficient resource utilization and to maintain the performance and stability of the multi-tenant environment. These limits include restrictions on the number of records that can be queried, the amount of CPU time that can be consumed, the number of DML (Data Manipulation Language) statements that can be executed, and more.

Governor Limits in Sandbox Instances: Yes, governor limits also apply to sandbox instances. Sandbox environments are essentially copies of production environments, and Salesforce enforces governor limits in sandboxes to ensure consistency in behavior between sandbox and production environments. This helps developers test their code under conditions that closely resemble the production environment.

Time Dependent Actions in Workflow Rules: In Salesforce, time-dependent actions in workflow rules cannot be added if the workflow rule criteria are not met at the time of evaluation. This means that if the criteria for the workflow rule are not true when a record is created or edited, Salesforce cannot schedule time-dependent actions. Time-dependent actions can only be scheduled when the criteria for the workflow rule are met during record creation or editing.

Types of Email Templates in Salesforce: Salesforce provides several types of email templates that can be used for different purposes:

• Text: Simple text-based email templates with no formatting.
• HTML with Letterhead: Email templates with HTML formatting and the option to include a predefined letterhead.
• Custom HTML: Fully customizable HTML email templates.
• Visualforce: Email templates created using Visualforce markup language, allowing for dynamic content and more complex layouts.
• Custom: Content Type (available in Lightning Experience): Email templates that can contain custom content types such as Custom Object data or other Salesforce data.