1. What is a Report Type?
In Salesforce, a report type serves as a template crafted around objects, their relationships, and fields. Each report within Salesforce can be generated exclusively using a designated report type.
2. What is an Audit Trail?
The Audit Trail within Salesforce is a distinctive tool designed to monitor modifications made within the organization, both by you and other administrators. This feature displays the details of the twenty most recent changes enacted within your organization, making it particularly beneficial for organizations with multiple administrators.
3. What are the audit fields in Salesforce used for?
Audit fields in Salesforce are used to track record information for audit-related needs. These fields are particularly valuable for tracking purposes. Common examples of audit fields include Created By ID and Created Date.
4. Explain WhoId and WhatId in Activities.
WhoId pertains to individuals, usually contacts or leads. For instance, LeadID or ContactID.
WhatId relates to objects, such as AccountID or OpportunityID.
5. What is a Bucket Field in reports?
A bucket field facilitates the grouping of related records into ranges and segments, eliminating the need for intricate formulas and custom fields. This feature allows for grouping, filtering, and organizing report data. When crafting a bucket field, you define distinct categories (buckets) that classify report values. The benefit lies in the fact that, in the past, custom fields were required to group or segment specific data.
6. Methods to Maintain Clean Data in Salesforce
Validation is a powerful technique for keeping data clean in Salesforce. This can be done in several ways, such as requiring certain fields to be filled in, using picklists instead of free text fields, and setting up validation rules and appropriate permissions. These features work together to ensure that users only enter the data they are supposed to, which greatly reduces the risk of poor data quality.
Duplicates are a common problem for Salesforce users and administrators. They can come from a variety of sources, such as initial data loads, marketing leads, or user errors. Salesforce offers a range of simple but effective tools to prevent and remove duplicates.
Sometimes, data can become so corrupted that it cannot be fixed. In these cases, there are AppExchange Apps available that can help with the deduplication process, making it easier to manage and clean up the data.
7. Contrasting Import Wizard and Data Loader.
Data Import Wizard Data Loader Geared for simple data imports. Suited for complex data imports. Can handle up to 50,000 records. Capable of handling up to 500,000 records. Supports custom objects and a select few standard objects like Account, Contact, Campaign Members, Person Accounts, Leads, and Solution. Supports both custom and standard objects.
Allows for scheduled exports. Lacks support for scheduled exports. Lacks the delete operation. Offers the delete operation.
Incapable of importing cases and opportunities. Can import cases, events, tasks, and opportunities. Provides an option to disregard duplicates during import. Does not provide the option to ignore duplicates.
No installation is required. Requires installation process.
8. Imagine you have a custom field with a default value that hasn’t been included in the page layout. If you were to clone a record from the user interface, what value would the field hold in the new record?
If you were to clone a record from the user interface, the field would carry the default value designated at the field level, rather than inheriting the value present in the original record.
9. What is Cascade Deletion?
Cascade deletion is a feature of a master-detail relationship in Salesforce. When the parent record is deleted, all of the associated child records are also deleted. This is useful for ensuring that all of the data in a database is consistent and accurate.
10. What is a Flow?
Flow is an automation tool in Salesforce that allows you to create custom processes without writing code. Flows can be used to send emails, post in Chatter, issue custom notifications, and more. They can be triggered by record insertions, updates, and deletions, and can run before or after these events. Flows are a powerful tool for administrators, as they allow you to automate complex business processes without the need for a developer.