 Question Practice class 01

o What are the main benefits of a cloud solution like salesforce ?

 Cost savings
 Security:
 Flexibility:
 Mobility:
 Insight:
 Increased collaboration:
 Automatic software updates:

Some Benefits of Salesforce Cloud:

1. Automation Tools

Automation tools it uses to initiate instant communication with the customers through chats on its website.

2. Data Analytics Tools

With the help of data analytic tools, companies keep track of the customer's past records and help
themselves understand better customers' expectations and requirements.

3. Tracking Customer Activity

Salesforce CRM has a Sales Cloud feature that allows the company to track customer's records, contact
details, backgrounds, etc. that can help a company make practical changes to its strategies and plans for
better performances.

4. Data Syncing

Several social media sites allow users to syncing their data from one platform to another in some
capacity. Salesforce Mobile App also allows for such data syncing where your business can integrate
data from different apps in one place 

5. Customer Assistance

Salesforce's online chat feature, Live Agent, is a great chat box to accomplish that goal.

6. Omnichannel Feature
Salesforce service control provides an omnichannel feature that brings a unified approach that provides
customers a consistent experience and helps the company to generate leads.

7. Customer Engagement

Salesforce can launch several marketing campaigns that can help bring in personal engagement with the
existing customers, such as email marketing.

8. Keeps the Audience in One Place

For effective management and processing of essential measures, a company must keep all its user's and
customer's data in one place. Salesforce includes Sales Cloud, Service Cloud, and Analytics for its users
to ensure better Customer Relationship Management (CRM).

9. Builds App

Nowadays, many people use mobile phone. Salesforce CRM, companies can even build their apps to
ensure better connectivity and engagement with their customers.

o What is Multitenent Architechture in Salesforce?

 Multi tenant is software architecture of Salesforce’s cloud computing platform.  In

which a single environment can serve multiple customers it means that all users
share the same database and each customer’s data is isolated and stored in a
separate “tenant.” This separation of data ensures that one customer’s data
cannot be accessed by another customer.

o Describe how Salesforce CRM is used by Organization?

 Customer 360 helps you lower costs with your entire organization using one
trusted platform. It increases productivity with built-in automation and generative
AI, and it drives efficient growth by empowering your employees to exceed
customer expectations. 
o How would you explain Salesforce to someone who has never used a CRM?
 Salesforce is a CRM platform (Customer Relationship Management) which
allows you to have a 360 degree view of your customers relationship to your
business. you can manage a whole host of things in order to support running
your business from storing customer data, supporting sales processes, managing
lead data, improving customer service and overall improve business processes.

It helps teams work better together. Your business may use a single Customer
360 app, By improving team communications and productivity, businesses drive
greater success.
 Question Practice class 02
o Can you describe the main difference between Sales cloud & Services cloud?

 Designed For:  Designed For:

Sales Representatives, Sales
Managers
 Sales Cloud aims to streamline
sales and marketing efforts
  Sales Cloud focusing on lead
management, opportunity management
(pipeline and forecasting),
Customer Service Agents, Customer
Service Managers
 Service Cloud helps support
agents provide excellent customer
service and resolve issues before they
become a problem
 Service Cloud focusing on
case management, opening up more
support channels, and self-service
options.

o How many different editions does Salesforce have, and how often do they release
updated annually?
 5 :Professional, Enterprise, Performance, Unlimited, and Developer Editions
 There are 3 major releases each year
o What is a Lightning Experience and how does it help organizations?
 Salesforce Lightning provides a modern, intuitive user experience. With
Salesforce Lightning, you'll get access to advanced features and robust,
informational dashboards, all without having to pay extra.
 Some of the features available only in Lightning Experience include: List view
charts, Opportunity Kanban, Assistant, and flexible layout for dashboards.
 A user can access Lightning experience through permission set/custom profile.

 Question Practice class 03

o What declarative tools can we use to customize a Salesforce Instance?

 The most basic declarative tool is custom fields and custom objects, which can
be defined declaratively and allow us to customize an instance’s database
schema. We can further customize objects through the use of page layouts, and
Lightning app pages to declaratively customize the look and feel of a record’s
page.

If we wish to create declarative automations, we should be using Flow,

o When would we choose programming development over declarative?

 Declarative tools excel when rapid development is required as, due to their
nature, they allow rapid iteration and usually have shorter build times. In
scenarios where the business logic required is relatively straightforward, with
very few “gotchas”, it usually makes sense to take advantage of declarative tools
with faster build time, which can translate to a cheaper build.
 We would choose programmatic development when the requirements become
more complex, such as in very specialized business processes which don’t lend
themselves to Flows, etc. Other scenarios are where performance or user
interface is of paramount importance.
 One of the main advantages of running a coded solution is that performance will
exceed that of a declarative solution due to the ability to use more specialized
logic and removing overheads. This also applies to user interfaces as using a
coded solution allows us to fully customize it to our requirements, whereas using
 declarative tools means we are stuck with what comes out-of-the-box – which
may not provide the desired outcome.

o What is the difference between Data and Metadata?

 both are a form of data, their uses and specifications are completely different

 Data relates to the records  Metadata relates to the fields,

that a business relies on, such as
Users, Accounts, Contacts, to name a
few
 A collection of specific
information, such as facts,
observations, measurements, or
descriptions of certain entities, can be
referred to as data. Data sets assist
you in identifying patterns, tracking
them, and identifying trends in relation
to the information the given data
supply to you.
 Data is any sort of information
which is stored in computer memory.
This information can later be used for
a website, an application or can be
used in future.
 may or may not be
informative.
 may or may not have been
processed.
 In DBMS data refers to all the
single items that are stored in a
database either individually or as a
set.
 In DBMS data is stored as a
file either navigational or hierarchical
form.
 If you create a notepad file,
then the content of that document is
data.
configurations, code, logic and page
layouts that go into building the
information architecture and look and
feel of your Salesforce environment.
 Metadata is the data that
describes other data.
  Apex Classes, Apex Triggers,
and Apex Pages are typical examples of
this type of metadata.
 Metadata describes relevant
information about the data.
 always informative.
 always a processed data.
 stored in data dictionary.
 Metadata refers to name of
attributes, their types, user constraints,
integrity information and storage
information.
 if you create a notepad file the
name of the file, storage description,
type of file, size of file all becomes
metadata of your file.

o What are custom Metadata types and why would we use them?
 Custom Metadata Type let you use records to configure your app without
worrying about migrating those records to other orgs. You can deploy the records
of custom metadata types from a sandbox with change sets or packaged in
managed packages instead of transferring them manually.
 Custom metadata is customizable, deployable, packageable, and upgradeable
application metadata. First you create a custom metadata type, which defines the
form of the application metadata. Then you build reusable functionality that
determines the behavior based on metadata of that type.
 Login to your Org, go to setup → In the quick find search for “Custom Metadata
Types”. Click on “New Custom Metadata Type”. Now let's go ahead and create a
record for your new custom metadata type. Click on the “Manage” button to
create records for your metadata type.
 You can create up to 200 custom metadata types per Salesforce org.
 Question Practice class 04
o What is fiscal year in Salesforce?
 A fiscal year or financial year is a period of time used to calculate annual (yearly)
financial statements in businesses and other organizations. The system
administrator can set the fiscal year for your organization. The fiscal year settings
are used to report on the fiscal year timeline
 Change the Fiscal Year Start Date, the Fiscal Year Name, Description, or Week
Start Day.
o What is an Audit trial?
 Audit Trail allows security admin users to view Marketing Cloud access and
activity records.
 Audit Trail feature in Salesforce enables you to closely track changes made to
your organization. It records all modifications concerning the administration,
customization, security, sharing, data management, development, and more of
your Salesforce organization.
o What are guest users?
 Guest user licenses are required for force.com sites. EE/UE orgs are allowed to
create up to 25 sites hence the 25 guest user licenses.
 ustom Profiles with Guest User License cannot be added to any Metadata API,
such as Changesets, Force.com IDE or ANT. For more, please review Guest
Profiles Can Be Migrated and Created Through the Metadata API. 
 A Guest user referrers to a user visiting your public
community/portal/site without logging in. When you create a community or
portal/site, Salesforce will automatically create a guest profile and an associated
user record.
o Can you freeze a user on Salesforce? How can you delete them?
o What is the difference between a role and a profile?

 Question Practice class 05

o What is a profile? Can two users have the same profile?
 Profiles define how users access objects and data, and what they can do within
the application. When you create users, you assign a profile to each one.
  Users can only be assigned to one role
 You can't delete a profile that's assigned to a user, even if the user is inactive.
 Every profile belongs to exactly one user license type.
 We can use same profile for two users.
 Profiles and permission sets both control CRED (Create, Read, Edit, Delete)
permissions on Objects, fields, user settings, tab settings, app settings, Apex
class access, Visualforce page access, page layouts, record types, login hours
and login IP ranges. Every user must be assigned a profile when they’re created
on the platform — and there can only be one profile per user. Essentially, a
user's profile is the baseline authorization of access to the Org. 

o What is a Permission set?

 Permission sets are a set of additional CRED permissions that can be applied
to different profiles. Typically they are task-based and related to different Objects
and managed packages. For example, Sales users may be assigned a
permission set giving them access to a CPQ app to generate quotes. 
  Permission set is a collection of settings and permissions that give users access
to various tools and functions. Permission sets extend users’ functional access
without changing their profiles and are the recommended way to manage your
users’ permissions.
 User can have multiple permission sets. 
 
o What is a public group?

o What is a Queue?
o What is Salesforce Lightning?

 Question Practice class 06

o What is Record Types?
 Salesforce Record Types are a way of grouping many records of one type for
that object. These can be applied to any standard or custom object, and allow
you to have a different page layout, fields, required fields, and picklist
values. 
 They should be used for records that have the same concept, but need to
be different in execution. 
 As mentioned above, record types can be created on any standard or custom
object in Salesforce
o
o What is a Page Layout?
 to customize the design and organize detail and edit pages of records in
Salesforce.

 Page layouts determine which fields are displayed to your users on a record.
They allow you to add fields, sections, links, and custom buttons, as well as a
few other features.


o
o What is a List Views?
 A list view is a filtered list of records where you can view records for one object at
a time. For example, a list of Contacts, Accounts, or Opportunities. NPSP has
default list views for each object, but you can also create custom list views based
on your organization's needs.
 List views are created by defining what data we want to see in the
columns and also what fields they should be filtered by

 User must have the “Create and Configure List Views” permission.
 To create, edit, or delete public list views user must have “Manage Public List
Views” permission.

o
o What is difference between a page layout and a lightning page?
o
o Describe the difference between Page Layouts and Record Types?

 Question Practice class 07

o What is the difference between Visual force and Lightning Development?
o What is a Dynamic Dashboard?
o What is an Approval Process?
o What are Validation Rules?
o Can you name the types of Salesforce reports and the difference between them?

 Question Practice class 08

o What are objects in Salesforce and how are they used?
 Salesforce Objects are database tables that allow you to store data specific to an
organization. Salesforce objects are of two types:
 Standard Objects: Standard objects are the kind of objects that are provided by
salesforce.com such as users, contracts, reports, dashboards, etc.there are
now 489 standard objects.

 Custom Objects: Custom objects are created by users. They collect information

that is unique and essential to their organization. They are the heart of any
application and provide a structure for sharing data.
 External Objects − The objects which you create map to the data stored outside
your organization.
 They used as a tables to store data
o What is lookup relationship?
 Lookup Relationship: Two records related to each other through one object
(the child) having a lookup field which is pointing to the other (the parent).
o What is a master-detail relationship?
 Master-detail: Similar to a lookup relationship, however in this case the child
record is considered the detail and the parent the master. This type of
relationship changes some behaviours of the detail records, such as having
sharing controlled by the master and allowing special rollup-summary fields to be
created on the master.
o What is Roll-up summary and what its functions?
 Roll-up summary fields are special fields which lie on the master side of a
master-detail relationship. These fields have their values calculated based on an
aggregate of the detail side of the relationship – this could be anything from the
number of records to a field value summed up. It allows us to skip using Apex
when we wish to aggregate record values that are part of a master-detail
relationship.
 Roll-up summary fields can use the COUNT, SUM, MIN and MAX functions.

o Is the Roll-Up Summary field only possible in the master-detail relationship?
 roll-up summary fields are only available for objects in a Master-Detail
relationship and are not available for those that have a Lookup relationship. 
o How many Roll-uo summary fields can be created in an object?
 Only 25 roll-up summary fields can be created for an object. Long text area,
multi-select picklist, Description fields, system fields like Last Activity, cross-
object formula fields, and lookup fields can't be used in roll-up summary filters.
 List oppListInsert = new List();

for (Integer i = 1; i <= 10; i++) {

    Opportunity opp = new Opportunity();

    opp.AccountId = ‘ANACCOUNTID’;

    opp.Name = ‘Opportunity number: ‘ + i;

    opp.Amount = 2 * i;

    opp.StageName = ‘Prospecting’;

    opp.CloseDate = Date.today();

    oppListInsert.add(opp);

insert oppListInsert;

 Question Practice class 10

o What is a Junction object?
 A junction object is a custom object with two master-detail relationships,
 The Junction Object is a custom object that enables you to link a custom object
with a large number of child records and link each child record to a large number
of parent objects. The junction object keeps track of how the two things are
connected.
 Here, one student can enroll in multiple courses, and one course can have
multiple students. The “Enrollment” object, acting as a junction object, has
master-detail relationships with both “Students” and “Courses” objects, thereby
representing this many-to-many relationship.

 Whoever is the owner of the primary master will be the owner of the
corresponding junction (child records).
 If we delete any one of the master records the child record will also be deleted.
 The child record cannot be deleted if the master record has more than 200 child
records.
 The Junction object cannot be the master to any of the other objects.

o Describe the different ways to make a field required in Salesforce?

 1. Make the field “Required” at the time of field creation by checking the
“Required” check box.
2. Make the field Required through Page Layout by checking the “Required ”
checkbook in Field Properties.
3. Validation Rules can also be used to make the field mandatory. In Error
Condition Formula, one can use ISBLANK(“FieldName”);.
4. Triggers can be used to make field mandatory. Ex. If a user try to insert the
record without the field which is required, we can throw the page massage
specifying to fill up required fields.(Using Trigger.addError()).
5. One can make field mandatory through Visualforce.(If the field is getting
referenced) by setting the required attribute in       <apex:inoutField> to True.
o How can we enforce field Level Security (FLS) within our Apex code?
  There are a few approaches depending on the context of where we wish to
enforce Field Level Security.
 If we are performing a query, and do not require graceful handling of missing
permissions, we can add the WITH SECURITY_ENFORCED clause to the
query. This will cause an insufficient permissions exception to be thrown if any
permissions to the requested fields are missing.
List<Account> act1 = [SELECT Id, (SELECT LastName FROM
Contacts)
FROM Account WHERE Name like 'Acme' WITH
SECURITY_ENFORCED]

 If we need more granularity or wish to simply remove fields a user does not have
sufficient permissions for, we can use the Security.stripInaccessible() method. As
the name suggests this method checks for, and removes any field values for, the
specific context requested, e.g. removing fields which the user does not have
permissions to update.

o What is SOQL and SOSL?

 SOQL and SOSL:

 SOQL statements evaluate to  SOSL statements evaluate to a

a list of sObjects, a single sObject, or list of lists of sObjects, where each list
an Integer for count method queries. contains the search results for a
 List<Account> aa = [SELECT particular sObject type.
Id, Name FROM Account WHERE  List<List<SObject>> searchList
Name = 'Acme']; = [FIND 'map*' IN ALL FIELDS
 RETURNING Account (Id, Name),
Contact, Opportunity, Lead];

o How can we secure dynamic SOQL?

 When we are performing dynamic SOQL which takes an input from a user, we
must sanitize the user input. We do this by making sure all single quotes are
escaped before performing the query. Alternatively, wherever possible, we want
to use bind variables, even with our dynamic SOQL.
 List<sObject> sobjList = Database.queryWithBinds(string, bindVariablesMap,
accessLevel);
o What are governor limits? Please provide some examples?
 Governor limits are resource utilization limits enforced on Apex by Salesforce to
prevent run away processes from monopolizing resources. This is vital as
Salesforce is a multi-tenanted environment, so run resources are shared.
Examples of these are the number of SOQL queries, DML statements, and the
number HTTP callout requests in a transaction.

 Per-Transaction Apex Limits

Description Synchronous Asynchronous
Limit Limit

Total number of SOQL queries issued1 100 200

Total number of records retrieved by SOQL queries 50,000 50,000

Total number of records retrieved by Database.getQueryLocator 10,000 10,000

Description Synchronous Asynchronous
Limit Limit

Total number of SOSL queries issued 20 20

Total number of records retrieved by a single SOSL query 2,000 2,000

Total number of DML statements issued2 150 150

Total number of records processed as a result of DML 10,000 10,000

statements, Approval.process, or database.emptyRecycleBin

Total stack depth for any Apex invocation that recursively fires 16 16
triggers due to insert, update, or delete statements 3

Total number of callouts (HTTP requests or web services calls) in a 100 100
transaction

Maximum cumulative timeout for all callouts (HTTP requests or Web 120 seconds 120 seconds
services calls) in a transaction

Maximum number of methods with the future annotation allowed per 50 0 in batch and

Apex invocation future contexts; 50
in queueable
context

Maximum number of Apex jobs added to the queue 50 1

with System.enqueueJob

Total number of sendEmail methods allowed 10 10

Description Synchronous Asynchronous
Limit Limit

Total heap size4 6 MB 12 MB

Maximum CPU time on the Salesforce servers 5 10,000 60,000

milliseconds milliseconds

Maximum execution time for each Apex transaction 10 minutes 10 minutes

Maximum number of push notification method calls allowed per Apex 10 10

transaction

Maximum number of push notifications that can be sent in each push 2,000 2,000
notification method call

Maximum number of EventBus.publish calls for platform events 150 150

configured to publish immediately

 Question Practice class 11

o What is Lightning App Builder?
