What is Salesforce?
Salesforce is a CRM platform that allows you to create easy to use cloud based business application that helps companies stay connected to their customers.
What is CRM?
Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers.
Goal of CRM:
- stay connected to customer
- streamline processes
- improve profitability.
What is a Schema Builder?
It is a graphical tool that lets you use drag and drop to view, create and modify objects, fields, and relationships.
What are some limitations of a Schema Builder?
Can’t set field level security when making a field with schema builder and can’t make a geolocation field with schema builder
What is an ERD?
It visually represents the relationships between database tables
What SalesforceID has 15 char ID what has 18 char ID? What is the difference between the two?
- 15-character is case sensitive
- 18-character is case insensitive
URL, List View, SOAP API, APEX, Visualforce
What are some data types that can be used for custom fields?
Numeric Data Types
Formatted text data types (email, phone number, URL)
Calendar Data Types - Date or Time
Text Data Types - Text, Text Area, Encrypted
Calculation Data Types - Auto Number, Formula, Roll-Up Summary
What is field dependency?
The values in the dependent picklist will vary based on the value of the controlling field.
“controlling picklist” + “dependent picklist” or “checkbox” + “dependent picklist”
What kind of fields can be “Controlling Fields”?
What kind of fields can we define as “Dependent Field”?
What is a junction object?
It is a custom child object with two master detail-relationship.
It allows you to model a “many-to-many” relationship between two objects.
What is the difference between master-detail and lookup relationship?
L: Parent is not required by default
M: Parent field on child is required
L: no impact on security and access
M: access to parent determines access to children
L: deletion removes value in lookup field;
can specify alternative behaviors
M: deleting parent automatically deletes children
L: can be multiple layers deep
M: up to 3 layers deep. standard object cannot be child
L: child can have 40 parents
M: child can have 2 parents
L: lookup field on page layout depends on required/optional choice
M: lookup field on page is required
L: roll-up summary fields not allowed
M: roll-up summary fields allowed
What are the four levels of security? Explain.
Org, Object, Record, Field
Org Level Security - when and from where users can access the system
Object level security - table in the database
- controls access to the table itself via a combination of profile and permission sets
Record - individual rows in that table
- controls access to individual rows in that table by being the record owner or gaining access through sharing.
(ownership & sharing)
Field - columns in that table
- controls access to the columns through the use of profile and permission sets
If you want access to the title field for a record what level of access would you need?
Need to have read level access at ALL levels.
Need to have org level access to access the system in which the record is in.
Need to have read access to the object to be able to read the table.
Need to have read access to the field to be able to read the column.
Need to have read access to that specific record to be able to read the record.
What are Profiles and what do they control? Example.
Profiles set limit of what a user can do in the org. Each user has one profile.
Login time/location Tabs FLS Record Types Page Layout Custom Apps
How is object level security controlled? What permissions can users have at the object level?
Object level security is controlled by the Profile assigned to the user. These profiles control what the user is able to Create, Read, Edit, and Delete (CRED).
How is record level security controlled?
Record level access is controlled by either being the owner of the record or by sharing.
What tools are used in the sharing model?
From broadest to the most precise:
Org-Wide Defaults (“global”) - only way to restrict user access to record, it is the default level of access users have to each others record
Role Hierarchy - ensures that managers have access to the same data as employees regardless of OWD
- owner based: based on record owner
- criteria based: based on record’s field value (the criteria)
Manual Sharing (targeted) - not automated, but gives record owners flexibility to share particular records with users that must see them.
How is field level security controlled and what permissions users can have at the field level?
Field level security can apply one of three different profiles to restrict user access.
- or not see at all
What is an app?
App is a collection of items that work together to serve a particular function
What is a list view?
List View is a visual summary for a selection of records.
- More effective monitoring of work with visual representation, summaries, and groupings
- Allow drag-and-drop update of data
- Available for all custom/standard objects that have traditional list view
- Group by record owner or picklist field
What is an Lightning App Builder?
It is a point-and-click tool that makes it easy to create custom pages for the Salesforce mobile app and Lightning Experience.
You can build a home page, record page, or an app page.
What are custom tabs? What are the different types of custom tabs?
User interface component you create to display custom object data or other web content embedded in the application
Custom object tabs - display the data of a custom object in a user interface tab
Web tabs - display external web-based app
Visualforce tabs - display a Visualforce page in a user interface tab
Lightning page tabs - display lightning pages in lightning apps and the salesforce mobile app
Lightning component tabs - display custom lightning components
What are the different types of lightning pages?
Homepage - one stop shop that shows the most commonly used features
Record Page - determine what the user see when they look at individual record
App Page - no unique components (unlike homepage or record page)
What is a page layout? What’s included in it?
Page layout defines the organization of fields, buttons, links, actions and related lists.
What do record types control?
Record types in Salesforce allow you to have different “picklist values” and “page layouts” to different users based on profile.
Example. Technical users and non-technical users will have different picklist values for their “Position”. Technical users will see things like “Engineering” whereas non-technical users will see things like “Accountant”.
What can users accomplish with the Salesforce Mobile App?
Given the appropriate permissions, the mobile app provides the capability to create, update, or view records.
Ben’s tldr: users cannot create or edit reports on mobile.