B. Declarative features Flashcards

1
Q

What is WhoId and WhatId in activities?

A

WhoID refers to people. Typically: contacts or leads. Example: LeadID, ContactID

WhatID refers to objects. Example: AccountID, OpportunityID

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2
Q

What is the use of writing sharing rules? Can you use sharing rules to restrict data access?

A

Sharing rules are written to give edit access (public read and write) or public read only access to certain individuals in Salesforce org. A classic example is when:- only your managers or superiors need to be given extra credentials to your records in objects as compared to your peers.

By default, all users in your organization will have organization-wide-default sharing settings of either Public Read Only or Private.
To give access to more records, which users do not own, we write sharing rules.
Example: Sharing rules are used to extend sharing access to users in public groups or roles. Hence, sharing rules are not as strict as organization-wide default settings. They allow greater access for those users.

As far as the second part of the question is concerned, the answer is no. We cannot use sharing rules to restrict data access. It is only used for allowing greater access to records.

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3
Q

What are the different types of email templates that can be created in Salesforce?

A

The different types of Email templates are listed in the below table:-

HTML with letterhead - Only Administrators and users having “Edit HTML Templates” permissions can create this template based on a letterhead.

Custom HTML - Administrators and users having “Edit HTML Templates” permissions can create this template without the need of a letterhead

Visualforce - Only administrators and developers can create this template. Advanced functionalities like merging data from multiple records is available only in this template

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