Thursday, 27 November 2014

Winter 15 maintenance Release Development exam Questions

1) A tabular report can be used as the source report for which Dashboard component?
 A. Stacked Bar Chart
B. Metric
C. Table
D. Gauge

2) Universal Containers uses a custom object to track open job positions and would like to send an automatic email to the hiring manager when a position is moved to the closed stage. What can be used to accomplish this?
A. Workflow rule
B. Escalation rule
C. Cross-object formula
D. Auto-response rule

3) What is a capability of Advanced Setup Search?            Choose 2 answers
 A. See which object an item is associated with in the Setup search results.
B. Enter search criteria using wildcard characters, such as an asterisk (*).
C. Search for individual Setup items, such as workflow rules, by name.
D. Bookmark specific items listed in the Setup search results.

4) What is a feature of unlisted groups in Chatter?           Choose 2 answers
 A. Users can ask for permission to join unlisted groups.
B. Users with the Modify All Data permission can access unlisted groups.
C. Users with the Manage Unlisted Groups permission can access unlisted groups.
D. Members of an unlisted group can view the group in list views and search results.

5) Users at Universal Containers often need to update the Status and Amount of an opportunity using the Salesforce1 mobile application. How can this common update be expedited?              Choose 2 answers
 A. Create a custom action on the Opportunity object using a Visualforce page.
B. Create a global update action on the Chatter feed.
C. Create an object-specific update action on the Opportunity object.

D. Create a mobile-only page layout for the Opportunity object.

Wednesday, 29 October 2014

Entitlements in Salesforce

Entitlement management helps your support reps determine if your customers are eligible for support.

Entitlement Model
Description
Entitlements Only
Support reps verify that contacts are entitled to customer support before they create cases.
Service Contracts with Entitlements
Support reps verify that a customer is entitled to support based on a service contract.
Service Contracts with Contract Line Items and Entitlements
Support reps verify that a customer is entitled to support based on line items in a service contract.

1. Go to Setup --> App Setup --> Customize --> Entitle Management --> Settings.

2. Enable Entitle Management.


3. Add Entitlement Name field in Case page layout.


4. Add the Entitlements related list to account, contact, and asset page layouts.

 5. Add the Entitlements tab to an app. 


 6. Go to Setup --> Customize --> Entitlement Management --> Milestones.

7. Click New Milestone.

8. Enter a name and description.

9. Click Save.


 10. Add Milestone Status and Milestone Icon fields to Case page layout.




11. Go to Setup --> App Setup --> Customize --> Case --> Case Milestones --> Fields.

12. Add the fields and Save the page layout.


13. Go to  Setup --> Customize --> Entitlement Management --> Entitlement Processes.

14. Click New Entitlement Process.

15. Enter a name and description.

16. Select Active to enable the process.



 17. Click New in Milestone related list.

18. Create a milestone.


19. Open the Milestone created by you.


20. Define actions for it.


 21. Set Field Level Security for all the fields.


22. Create an Active Entitlement record.


Status of the Entitlement record is determined by your organization’s current system date and the entitlement’s Start Date and End Date. The status is:

Active
If the system date is greater than or equal to the Start Date and less than or equal to the End Date.
Expired
If the system date is greater than the End Date.
Inactive
If the system date is less than the Start Date.


Sample Record:
23. Create a Case record and edit the Case Milestone record before closing the case.

24. Select the Completion Date and click Save button.


Output:

Monday, 1 September 2014

Summer 14 maintenance Release Development exam Questions

 Answers are in Bold and red

1)What can an administrator do with reports and dashboards?
Choose 2 answers

A. Mass delete dashboards that are not scheduled to automatically refresh.
B. Mass delete reports not used in dashboards or analytic snapshots.
C. Include roll-up summary fields in historical trending.
D. Enable historical trending for forecasting items.

2)Which report type allows a user to drill down to a report from a dashboard in the Salesforce1 mobile app?

Choose 2 answers

A. Summary
B. Tabular
C. Joined
D. Matrix

3)What can a community manager do in the Community Engagement Console?
Choose 2 answers

A. View community performance dashboards.
B. Assign community moderators.
C. Add and remove community members.
D. Set up reputation levels for community members.

4)What is true about the enhancements to user management permissions?
Choose 2 answers

A. User management permissions can be found under Object Permissions.
B. User management permissions can be assigned using a profile or permission set.
C. Users with the View All Users permission can log in as any user.
D. Users can be granted a subset of the capabilities of the Manage Users permission.

5)What is Capability of User Sharing?

A.Administators can control the visibility of user records with Organization-wide default settings.
B.The OWD settings for user obj defaults to public read/write
C.
D.



Friday, 9 May 2014

Spring 14 maintenance Release Development exam Questions


How can an administrator customize reporting for users?
Choose 2 answers

A. Remove footer information from exported reports.
B. Hide report types from all users.
C. Limit the number of reports a single user can create.
D. Enable historical trending reports for campaigns.

Ans: A,B

What option is available to a user when building a dashboard?
Choose 2 answers

A. Group and name dashboard filter values.
B. Add up to 50 components to a single dashboard.
C. Display fractions as percentages in a table component.
D. Display data from multiple reports in a single component.

Ans: A,C

What is a capability of the Data Import Wizard?
Choose 2 answers

A. Example import values are displayed to help with field mapping.
B. Records can be imported for all standard and custom objects.
C. An import file can be dragged into the wizard for uploading.
D. Field mappings can be saved and used in later imports.

Ans: A,C

How can an administrator control access to the Salesforce1 mobile application?
Choose 2 answers

A. Create and assign a mobile configuration.
B. Assign the Mobile User a standard profile.
C. Enforce IP restrictions for mobile devices.
D. Define which users have login access.

Ans: C,D


What is a capability of Salesforce Orders?
Choose 2 answers

A. Account and contract fields on an order can be modified.
B. Reduction orders can be created to process product returns.
C. An order can be associated with multiple price books.
D. Orders can be created directly from an account or contract.

Ans: B,D


Tuesday, 11 March 2014

Salesforce’s URL Structure

Salesforce’s URL Structure

This post was inspired by Mike Schinkel’s “URL Structure”.
Finally found the structure to delete a record in SF, adding it below. Eoin
Here’s a quick introduction to understand the structure of all the URLs in Salesforce:

Instances

Salesforce’s organizations reside on multiple instances, to find out what instance you’re on, once you logged into Salesforce, have a look at the address bar; you’ll notice the URL starts with something like:
  • ssl - North America #0 (aka na0)
  • na1 - North America #1
  • na2 - North America #2
  • na3 - North America #3-
  • na4 - North America #4
  • na5 - North America #5
  • emea - Europe, Middle East, Africa
  • ap - Asia, Pacific
  • tapp0 - Sandbox #0
  • tapp1 - Sandbox #1
https://xyz.salesforce.com where xyz is the name of the instance your organization is on.

Objects’ specific URLs

Every Salesforce’s object has it’s specific URL, here are listed the links to the standard objects:
Objects URLs Objects’ code
Accounts https://[instance].salesforce.com/001/o 001
Contacts https://[instance].salesforce.com/003/o 003
Leads https://[instance].salesforce.com/00Q/o 00Q
Cases https://[instance].salesforce.com/500/o 500
Solutions https://[instance].salesforce.com/501/o 501
Reports https://[instance].salesforce.com/00O/o 00O
Opportunities https://[instance].salesforce.com/006/o 006
Campaigns https://[instance].salesforce.com/701/o 701
Products https://[instance].salesforce.com/01t/o 01t

Basic action URLs

Use the following URLs to perform the listed operations on a specific object. Note this is fundamental to then understand how to create internal custom links.
Object’s overview page
https://[instance].salesforce.com/[object]/o
Create a new record
https://[instance].salesforce.com/[object]/e?retURL=/[object_code]/o
Edit a record
https://[instance].salesforce.com/[object]/[recordID]/e?retURL=[recordID]
Clone a record
https://[instance].salesforce.com/[object]/[recordID]/e?retURL=[recordID]&clone=1
Delete a record
https://[instance].salesforce.com/setup/own/deleteredirect.jsp?delID=[recordID]
where:
  • [instance] is the instance’s name your organization resides on;
  • [object] is the object’s code;
  • [recordID] is the ID of the record itself.

Tuesday, 4 March 2014

History Tracking


  • You can select a combination of up to 20 standard and custom fields per object.
  • You cannot track the following fields:
    • History of formula, roll-up summary, or auto-number
    • Created By and Last Modified By
    • Expected Revenue field on opportunities
    • Master Solution Title or the Master Solution Details fields on solutions; these fields display only for translated solutions in organizations with multilingual solutions enabled.

Convert String to Date format

string str='7/28/2013';     /*Format must be mm/dd/yyyy
Date dt=Date.parse(str);

orstring str='2013/7/28';     /*Format must be yyyy/mm/dd
Date dt=Date.valueof(str);


Enabling Bulk API option in Data Loader

The Bulk API is optimized to load or delete a large number of records asynchronously. It is faster than the SOAP-based API due to parallel processing and fewer network round-trips. By default, Data Loader uses the SOAP-based API to process records.
To configure Data Loader to use the Bulk API for inserting, updating, upserting, deleting, and hard deleting records:

  1. Start Data Loader by choosing Start | Programs | salesforce.com | Data Loader | Data Loader.
  2. Choose Settings | Settings.
  3. Select the Use Bulk API option.
  4. Click OK.

Note: You can also select the Enable serial mode for Bulk API option. Processing in parallel can cause database contention. When this is severe, the load may fail. Using serial mode guarantees that batches are processed one at a time. Note that using this option may significantly increase the processing time for a load.

Mass Email Users

Problem:
Why we get the following error when sending mail through a class "System.EmailException: SendEmail failed. First exception on row 0; first error: NO_MASS_MAIL_PERMISSION, Single email is not enabled for your organization or profile. Single email must be enabled for you to use this feature.: []" 

Solution:
The reasons are :

-Trial accounts do not allow the use of mass email. You will have to purchase a license to go live with your org.

-You are missing a permission in the backend and must log a case with Salesforce support to enable "Respect SendEmail API" and "SendEmail API".

-The access level might have been set to "system e-mails".
 In setup | Administration setup | Email Administration | Deliverability, verify if the access level is set to "All e-mails".

The e-mail deliverability is a new feature released in spring 13 and as per the release notes, all newly refreshed sandboxes default to "system email only"

Page number 46 in the link below :

https://na1.salesforce.com/help/doc/en/salesforce_spring13_release_notes.pdf

Saturday, 1 March 2014

User account Freezing

Freezing :-

It means temporarily suspend a user account, So He/She not able to access your Salesforce org once  they left the organization and you need more time to deactivate user account.

Explanation : -

We cant deactivate users account immediately once user left the organization. Some time we have requirement to deactivate user but that user may be selected in workflow email alert, custom hierarchy field or some where else in this case you need to perform some extra steps, may be it take  few minutes to few hours but it may possible user can access your Salesforce org even he/she left the organization. So from Winter 14 release salesforce come up with an feature called as “Freeze” users.

Freezing user accounts doesn’t make their user licenses available for use in your organization. You must deactivate user accounts to make their user licenses available.

Steps to freeze :-

To freeze user’s account follow the below instruction :-
  1. Click on Name | Setup | Administration Setup |Manage Users | Users.
  2. Click the name of the user whose account you want to freeze.
  3. Click Freeze button beside login.
Only System Administrator or Users with “Manage Users” Permission can perform Freezing.

Monday, 24 February 2014

Salesforce Winter '14 Release Exam Questions and Answers

1. What is a capability of Salesforce Identity

A. Require users to have a High Assurance session to edit, modify or delete selected objects
B. Require users to have a High Assurance session to access Reports, Dashboards, and connected Apps
C. Require users to use a time-based token when logging into Salesforce outside the trusted IP ranges.
D. Require users to enter a time-based token in addition to login credentials when accessing Salesforce
Answers
B,D

2. What is a capability of historical trending?

A. Historical trending reports can be filtered to show only records that have changed.
B. Historical trending can track number, formula and checkbox fields.
C. Historical trending reports show changed values in different colors
D. Historical trending can be enabled for all standard and custom objects.
Answers
A,C


3. How can an administrator or developer restrict users from seeing other users in the organization?

A. Set the OWD for the User object to Private
B. Enable the "Restrict Access to users" permission for all users
C. Disable manual sharing for the User object
D. Create a sharing rule to prevent users from seeing other users.
Answers
A

4. What is a capability of embedded analytics?

A. Reports charts can be used to show data from tabular, summary and joined reports.
B. An embedded chart can be filtered to show data for the record on which it appears.
C. Report charts can be embedded on page layouts for standard and custom objects
D. An embedded chart can be used to share report data from a personal folder
Answers
B,C


5. What is the capability of Site.com? choose 3 answer
A. Multilingual Language Support
B. HTML page imports are supported
C. View the site in different resolutions using live mode
D. Export Style sheet from site.com
E. Using workflow rules to automate site publishing

Answers
A, B, C

6. What is a true statement regarding Salesforce Knowledge

A. Users can search and view articles without a knowledge User license
B. Users can create and publish articles without the Manage Articles permission.
C. Users can provide feedback on the Chatter feed of a draft article.
D. Users can add and remove supported languages in the knowledge base
Answers
A,C

7. What is a capability of Entitlement Management?

A. Create recurring milestone within an entitlement process.
B. Execute a flow when a milestone is met or violated.
C. Define criteria-based sharing rules for an entitlement process.
D. View the countdown time to an active milestone's Target Date.
Answers
A,D

8. How can an administrator customize Salesforce Console?

A. Add the Home tab to the navigation tab.
B. Add related lists to the Interaction log Layout.
C. Add the Most Recent Tabs component to the footer.
D. Add a dashboard component to the Highlights Panel.
Answers
A,C

9. What is a capability of Collaborative Forecasts?

A. View the forecast separately for each product family
B. Reflect split revenue amounts in the forecast.
C. Display the forecast by territory when using territory management
D. View the forecast for specific periods in a custom fiscal year.
Answers
A,B

10. What is a capability of chatter Answers
Chose 2 answers

A. Users can save drafts of questions an answers to be posted later.
B. Users can post private replies to an Idea on the Ideas tab
C. Users can reply to a question directly from an email notification
D. Users can view Questions and Ideas activity on Chatter profiles
Answers
C,D

11. How can an administrator customize Live Agent

A. Add images, animations, and custom agent
B. Add pre-recorded voice greetings and music to chat invitations.
C. Configure automated chat invitations to route chats to agents with specific skills
D. Configure agent settings to accept chats from the Q&A tab.
Answers
A,C

12. How can the Salesforce Console for Sales be customized?

A. Developers can create custom console components to display sales information.
B. Sales reps can create personal customizations to override which tabs are sub tabs.
C. Administrators can add custom buttons to the navigation tab and the highlights panel.
D. Administrators can define primary tabs and sub tabs to show related records on one screen.
Answers
C,D

Friday, 21 February 2014

Mass Assigning Permission Sets via the API using Workbench




The most efficient way to assign multiple users a permission set at once is through the API with Workbench. Workbench is a powerful, web­based suite of tools designed for System Administrators and developers to manage data within Salesforce orgs via the Force.com APIs.


In order to mass assign a permission set to a group of users, two pieces of information are required; the permission set ID and the user IDs of the users you wish to assign it to. The steps below will outline how to gather this information and create the .csv file you will use to mass assign your permission sets.


To access Workbench, log into your Work.com on Salesforce Org. Paste this URL into your open browser window: https://workbench.developerforce.com/login.php


Download a .csv of your User ID’s by running the query below. 1. Choose SOQL Query in the Jump to drop down menu

2. Choose User in the Object drop down menu
3. Click Select
4. In the Fields section, highlight both ID and Name
5. Select the Bulk CSV radio button
6. Click Query

7. Click on the download symbol to download the .csv


The headers of the .csv will include: ID and Name



8. Click on the download to open the file and Save As User.csv” to your desktop


Find the ID of the permission set to be assigned

1. From Setup choose Manage Users | Permission Sets | <Name of Permission Set> a. Find the number following the last forward slash (/) in the url. e.g if the url is
https://na8.salesforce.com/0PSC0000000KQdP then 0PSC0000000KQdP is the ID of the permission set.
2. Copy this ID as you will add it to the .csv in the next step


Modify the .csv for upload




1. In the User.csv file, find the users you would like to assign the permission set to, and delete the other rows
2. Delete all the data in the Name column

3. Rename the header of the Name column to PermissionSetId 4. Rename the ID column to AssingeeId
5. Add the Permission Set ID that you copied in the previous steps and paste into all of the rows uner the PermissionSetId header


Your .csv file should look similar to this:


Upload the .csv to assign the permission set 1. From the Data menu in workbench select Insert

2. Choose PermissionSetAssignment in the Object Type drop down menu 3. Select the From File radio button
4. Select Choose File and find the User.csv file you saved to your desktop

 . Once you have selected the file to upload, click Next



You will then be directed to the following page:



 
6. Click Map Fields

. Click Confirm Insert


An Insert Successful message will be displayed


Confirm the Permission Set has been assigned to a user on the User Detail Page.
1. From Setup choose Manage Users | Users| <Name of User>

2. Navigate to the Permission Set Assigned Related list to confirm it has been assigned correctly