Showing posts with label Point and Click. Show all posts
Showing posts with label Point and Click. Show all posts

Thursday, January 12, 2017

What is Default Backend formats for Date and DateTime in Salesforce

Today I'm going to share an exiting hidden feature of salesforce. We will be using regularly date and datetime fields in salesforce. I will discuss few points about these fields now.

Scenario:

 I have one datetime field in my object which typically stores the date time .Now I have created one record in that object passing some date and time to that field.Lets assume that the value is 11 Jan 2017 and time as 3Am(03:00:00) .I have successfully created a record and my time zone is IST .
Now I open my developer console and trying to query the same record with the help of datetime(11Jan 2016 3Am) then my query ends up with no result.Why is it ?What happened?

Root Cause:

 Now I have taken some other field(Id or String) from same object to debug actually what happening in the backend and included this datetime field in query.The value for datetime field is showing some thing like 10 Jan 2017 and time as 9pm (21:30:00) but when I added same field to page layout or in visual force page I'm getting the 11 Jan 2017 and time as 3Am(03:00:00) .Then I went through many blogs and docs of salesforce and came to know that by default the Salesforce will stores all Date and Datetime fields in database in the format of Coordinated Universal Time (UTC) which also know as Greenwich Mean Time (GMT) and it will not consider what is the logged in user time zone.



Solution:

So due to above mentioned statement the converted value of IST 11 Jan 2017 and time as 3Am(03:00:00) will comes as 10 Jan 2017 and time as 9pm (21:30:00) because we are ahead of +5:30 compared to GMT/UTC.

So when you were working with date or datetime fields better you will make sure that you follow all these conversions to get the exact data.

Whenever showing these date or datetime fields in pagelayout or visual force page salesforce automatically converts that GMT/UTC value to logged in user respective timezone so that is the reason we are able to see 11 Jan 2017 and time as 3Am(03:00:00) on layouts and vf pages instead of 10 Jan 2017 and time as 9pm (21:30:00)

Salesforce already provides some internal date and datetime functions to make all these conversions.
We will see more details about all these functions in my next post.

Thanks for visiting..hope this helps you!









Wednesday, January 11, 2017

What is the Default Article Type for Salesforce Knowledge Base

When you enabled Salesforce Knowledge Base in your organisation then the default Article Type given by Salesforce will be Knowledge.

If you want create custom article types based on your Article purpose we can create and link your article for preferred article type.

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Friday, July 15, 2016

Limitations of @InvocableMethod annotation in Salesforce

@InvocableMethod:

This Annotation will be used whenever you want to invoke an apex method from the Process Builder then that method must be declared as @InvocableMethod ,otherwise it can't be accessed in Process Builder .@InvocableMethod annotation have some limitations when your using it.

Limitations of @InvocableMethod Annotation:

  • Invocable method will not accept more than one argument as a method parameter
  • Only static methods can be invocable methods
  • More than one invocable method is not allowed per class

Method with Invocable Annotation Example:

public class UserHistoryProcessor
{
   @InvocableMethod 
  public static void updateUserHistory(List<Id> userIds)
  {
    //related code here
  }
 
}


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Salesforce Interview Questions -Compact Layouts

1. What is Compact Layout?

    The devices like in Mobile (Salesforce1) we will be running out with space constrains . So with the help of Compact Layouts we can  highlight the record key fields at glance .These layouts will help you to arrange necessary fields at record's highlight area.

2. If you haven't created compact layout what will happens in Salesforce1?

    It's not required to create a compact layout in salesforce .If you haven't created system will uses a predefined system generated read only compact layout

3. What fields will be included in default compact layouts?

    It will includes only Name field as part of compact layout

4. How many fields will be shown as part of record highlights section ?

   In Salesforce1 first 4 fields will be included
   In Lightning Experience first 5 fields will be included

5. How many fields you can add to Compact Layouts?

   10 fields

6. What are unsupported field types in compact layouts?
  • Text areas
  • Long text areas
  • Text areas
  • Multi-select pick lists
7. Can we assign different compact layouts to different users?
   
    No,only one compact layout will be assigned to all users

Thanks for visiting..hope this helps you!

Compact Layouts Salesforce Interview Questions

1. What is Compact Layout?

    The devices like in Mobile (Salesforce1) we will be running out with space constrains . So with the help of Compact Layouts we can  highlight the record key fields at glance .These layouts will help you to arrange necessary fields at record's highlight area.

2. If you haven't created compact layout what will happens in Salesforce1?

    It's not required to create a compact layout in salesforce .If you haven't created system will uses a predefined system generated read only compact layout

3. What fields will be included in default compact layouts?

    It will includes only Name field as part of compact layout

4. How many fields will be shown as part of record highlights section ?

   In Salesforce1 first 4 fields will be included
   In Lightning Experience first 5 fields will be included

5. How many fields you can add to Compact Layouts?

   10 fields

6. What are unsupported field types in compact layouts?
  • Text areas
  • Long text areas
  • Text areas
  • Multi-select pick lists
7. Can we assign different compact layouts to different users?
   
    No,only one compact layout will be assigned to all users

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Thursday, July 14, 2016

How To Enable/Disable Quick Access Menu Option In Salesforce

Quick Access Menu:

Quick Access Menu is nothing but an list of Quick options available to goto Object Detail page or to access Object fields ,Layouts and Record Types from a record detail page.This will be available on right hand side of the screen.

Please follow below steps to Enable/Disable in your org


Goto Setup-->Personal/Advance user Detail page and Enable Force.com Quick Menu Permison


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How To Access Global Quick Actions in Salesforce Lightning Experience

Follow below steps to Access Global Quick Action in Lightning Experience

1. Goto Setup in LE and locate + plus symbol next to App Launcher



2. Click on Plus symbol to access available Global Quick Actions



3. Click on New Task to create a task from home page then in right hand side at bottom a form will be open to create a Task .Fill it and click save to create a quick Task



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How To Enable a Lightning Experience In Salesforce Orgs

Please follow the below steps to enable a lightning experience in Salesforce

1. Go to Setup---->In Left side navigation click on Lightning Experience link

 2. Go to Enable the New Salesforce Experience 

3. Draw as shown in image to enable the lightning experience


 4. Click on Finish Enabling Lightning Experience button to finsih it up.

5. Go to Setup--->Click on Switch to Lightning Experience link to open Lightning Experience



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Wednesday, July 13, 2016

How to Change the Default Navigation Menu Items in Salesforce Lightning Experience.

We already started exploring on lightning experience ,which is an latest UI which will helps the Sales reps to access necessary data at glance to close more deals with lightning speed.In this post I will explain how to change the default navigation menu options in lightning experience.

Navigation Menu:

Below Screen shows what is meant by Navigation Menu in lightning experience .It usually contains all objects tabs.To change the tabs or to reorder the tabs in side navigation please follow further steps



1. Goto Setup--->Apps--->Navigation Menu--->Click on New button as shown below.


2.Enter Label Name and Description for Navigation Menu and click on Next button

3.Please Select/Deselect the Required Tabs from Available Items/Navigation Menu Items respectively


4.Please Select the list of Profiles to whom you want to apply these Navigation Menu



5.Click on Save and Finish Button and Reload the complete page and see the changes in Menu



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Friday, June 24, 2016

What is Polymorphic Relationship in Salesforce ?

We are all very familiar with relationships in Salesforce right? Usually when we are discussing about relationships in salesforce immediately in our mind below listed relationship will appears

  • Lookup Relation Ship (Many-One relationship)
  • Master-detail Relationship  (Many-One relationship)
  • Many-to-Many Relationship
  • Self Relation Ship
But apart from this in salesforce we have one more relationship called Polymorphic Relationship.In all the above relationship (except Polymorphic Relationship) we always know that this particular child record always be linked to specified parent object record. For example if you have a relationship between Account(Parent) and Contact(child) that means every contact record is related any one the account record not to any ABC__c or BCD__c objects.

But where in case of Task or Events if you could see we can't guarantee that these Tasks or Events are always related to a Account records or Contact Records because these Task or Events can be linked to any one of the Contract,Campaign,Account,Opportunity,Product,Asset,Case,Solution,Quote and Any Custom Objects .These types of relationships is called as Polymorphic Relationship.In Polymorphic Relationship the referenced object of relationship can be any one of the Standard or Custom Objects.

Linking an attachment to any one of the custom object or standard object with the help of the Parent Id also refereed as Polymorphic Relationship only.

When your working with Polymorphic Relationship objects in SOQL we have several ways to access.

Follow my next to post to learn how to use this Polymorphic Relationship in SOQL.


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Wednesday, June 22, 2016

INVALID_FIELD_FOR_INSERT_UPDATE, Account: bad field names on insert/update call: Name: [Name]

When your working with Person Accounts in Salesforce we should be very careful because these Accounts can also acts as a Contact .It means these person accounts will share many fields with contacts.

The Person Account name will contains First Name and Last Name .When your trying to load any Person Accounts with data loader or with any other apex code we should follow some naming conventions .If your trying to map these field values to Name field of Account we will end up with the same error.

So when your loading the Person Accounts data your .csv file must contain a columns FirstName and LastName but not only the Name.

For more information visit Salesforce Document here 

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Difference between WorkFlow and Process Builder in Salesforce

As we already know that we have a multiple options in Salesforce to make you business automation.Among all of them we usually goes with workflow before Lighting Process Builders comes into the picture visit my post for more info.But now we have a multiple actions are available on Process builder compared to workflow.

This post will explains you the differences between workflow and Process Builder and when we need to go with workflow and process builder.

Actions
WorkFlow
Process Builder
Task Creation
ü
ü
Email notification
ü
ü
Field Update
ü
ü
Outbound Message
ü
û
Create a record
û
ü
Invoke a Apex
û
ü
Invoke a Flow
û
ü
Post to Chatter
û
ü
Quick Actions
û
ü
Submit For Approval
û
ü
Update Child Records
û
ü
Cross object field updates
û
ü

For best practices of process builder please refer my previous post.


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Thursday, June 16, 2016

Scenario Based Salesforce Interview Questions

1. Is it possible to schedule a dynamic dashboard in Salesforce? 
 No
 Yes
2. Is check box performs like controlling field? 
 No
 Yes
3. A developer is loading data, in CSV format, into a custom application from a legacy system. The developer would like to load users into the user object and positions and job applications owned by named users into related custom objects. Which obstacle will the developer encounter when using the import wizard? 
 The import wizards do not support custom objects
 The import wizards do not support the User object
 The import wizards do not import files to specify record owner
 The import wizards cannot import data from CSV files
4. What is a capability of a Data Loader? (Choose 2 answers) 
 The Data Loader can be executed from the Command Line
 The Data Loader can de-duplicate records
 The Data Loader can bypass sharing model settings
 The Data Loader can load more than 50,000 records at a time
5. A custom object has an organization-wide default setting of Private with Grant Access Using Hierarchies turned off. Which users can select the Sharing button on records for that object? 
 Only the record owner and a user with the System Administrator Profile
 The record owner, a user with the System Administrator profile, and a user shared to the record
 The record owner, a user shared to the record, any user above the record owner
6. Object B has a lookup relationship to Object A. Object C has a lookup relationship to Object B. A developer needs to run a report on A records with C records. How can the developer accomplish this? 
 Create a custom report type that includes A with B with C
 Create a summary report with a custom summary formula summarizing by A, then B, then C
 Create a matrix report with A and record as column headings and C records as row headings
7. When performing an update with the Data Loader, the comma-delimited file must contain a column with which values? 
 The logical names of the records
 The profile names of the record owners
 The created time and date of the records
 The Force.com record ID values of the records
8. A user successfully login’s at 3:00 PM, What happens at 3:31 PM, if the Login hours for the user’s Profile is set from 7:30 AM to 3:30 PM?
 User is automatically Logged Out
 User keeps working continuously without any issues
 User is asked in a Popup window if he would like to extend his session
 User is logged out once he tries to do any DML (Data Manipulation) Operation
9. In a lookup relationship, what happens to the child records if the parent record is deleted? 
 Child records are deleted
 Child records are not deleted
 A subset of the child records are deleted
 Parent record deletion fails
10. What is the Impact on a User of the Organization level Locale Changes?
 The default Locale of the user is also set to the new Organization Level locale
 The User is asked for a Choice; if he would like to choose New Organization Locale or his own Locale
 No Impact on the User as he keeps using his own default Locale
11. Which of the following profile permissions will enables the User to edit any record, regardless of the Sharing Model? 
 Customize Application
 View Setup and Configuration
 View All Data
 Modify All Data
 None of the Above
12. Which of the following is the best way to make the Field Mandatory for everyone?
 Page Layout
 Validation Rule
 Roles & Profiles
 Field Level Security
13. Which Feature is not available in Salesforce.com? 
 Profile based Login Hours
 Profile based Login IP Ranges
 Organization based Login Hours
 Organization based Login IP ranges
14. Which of the following is not a Standard Salesforce.com Application?
 Service
 Sales
 Call Center
 Community
 Marketing
15. Which of the following is NOT a Standard Salesforce.com Functionality? 
 Email to Lead
 Email to Case
 Web to Lead
 Web to case
16. Which of the field types cannot be used as an External Id?
 Text Field
 Number Field
 Picklist Field
 Email Id Field
17. Which of the following cannot be on the controlling side of the Dependent Picklist? 
 Checkbox
 Custom Picklist
 Standard Picklist
 Multi Select Picklist
18. Do Validation rules get enforced on the Lead Conversion?
 Yes
 No
19. Which of the following profile permissions will enables the User to edit any record, regardless of the Sharing Model? 
 Customize Application
 View Setup and Configuration
 View All Data
 Modify All Data
 None of the Above
20. Is it possible for a user to see different Set of data in Report and in a Dashboard based on the same Report?
 Yes
 No
21. Which feature allows a user to group campaigns within a specific marketing program or initiative?
 Campaign hierarchy
 Campaign lists
 Campaign members
 Campaign influence
22. A sales executive at Universal containers wants to be notified whenever high-value opportunities are created for hot accounts. How should an administrator meet this requirement?
 Create the workflow rule on opportunity object
 Create an escalation rules based on the opportunity amount
 Create an auto-response rule based on the opportunity amount
 Create a validation rule that evaluates the account rating
23. Which circumstance will prevent a system administrator from deleting a custom field?
 The field is used in a page layout
 The field is used in a workflow field update
 The field is part of a field dependency
 The field is used in a report
24. What will occur when a system administrator creates a dynamic dashboard?
 The data displayed varies based on the user viewing the dashboard
 The dashboard component resize based on the device used to view the
 The dashboard automatically sends an email when the underlying data
25. What does a page layout allow an admin to control?
 The Fields users see on detail and edit pages
 The fields user see in reports and list views
 The record types available to each role and profile
 The business process and related picklist value displayed

For more interview question visit my post at here 

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Friday, February 19, 2016

Global Picklist Feild in Salesforce

This feature we are going to discuss here is a Pilot/BETA version which is available only in some of the Editions as well as many features may not be available until Salesforce announces this feature through documentation or Press Releases or Public Statements.

As we already know that Salesforce has introduced a new feature called Global Picklist (BETA version) . These Global Picklist concept is similar to Global Actions concepts where create once and use many times across all objects.

Similarly these Global Picklist is nothing but a creating a Picklist field globally and use that picklist field values across the all other objects in salesforce whenever your creating a any picklist field.

How To Create and How to Use It

1. Goto Setup---->Create---> Click on PickLists


2. Click on New to create a Global PickList


3. Give the Label Name and Description and Click on Save



4. Click on New to add picklist values


5.Enter all picklist values each one in new line


6.After Saving the field looks like below


7.Goto any object and try to create a new Picklist field


8.After clicking on new Select field type as Picklist


9.Here you will get an option to select Global Picklist values as a picklist values for this field.Select the global picklist field that you want to select.The strictly enforce picklist values option is automatically selected.


10. Custom picklist Field detail page looks like below.



Advantage:

        These Global Picklist values will not allow you to enter non picklist field values from the APIs(like Developer Console,Data loader etc..).Example if you define in Global picklist values as New,Open and Close .Whenever your creating a record using APIs if you pass value as In Progress it will not allow because In Progress not available in that picklist field values.

Limitations to Pilot Version

1.For this pilot, the list of inherited values doesn’t appear on the detail page for a picklist that’s based on a global picklist.
2.You can create upto 500 Global picklist fields for organisation



Enjoy...............!!!!!!!!!

Monday, February 15, 2016

Salesforce Interview Questions

1.    Why we go for custom setting instead of normal custom object?

2.    What error will you get in a recurring trigger?

3.    How can you avoid trigger recursion?

4.    What error do we get when a workflow firing another workflow and another and on?

5.    When we need sharing rules?

6.    How many ways can we invoke an apex class?

7.    How many records you can process using data loader?

8.    When do we get system.Timeout exception when inserting records using data loader?

9.    How can you avoid system.Timeout exception when inserting records using data loader error?

10. If any record throws exception while inserting using data loader. What happens to other records?

11. How can you call an custom setting in apex class?

12. How to know which edition your organisation using currently?

13. How to delete the records permanently in salesforce?

14. Can we stop/deactivate the Trigger execution from configuration?

15.  How many APIs are there in Salesforce?

16.    How can you update records using data loader with excel file having records   with one field value=null?

17.    How many types of workflows are there?

18.    Difference between created & every time edited, to meet subsequent criteria?

19.    How many ways you can schedule a batch apex?

20.    Why we go for batch apex?

21.    What methods we have in batch apex?

22.    How to send emails using other than workflows email alert?

23.    How to fire a trigger from a batch class?

24. How many records we can process using batch apex?

25. Can we perform DML operation in a constructor?