Salesforce Interview Question and Answers Part 5

Next>>> Part 6 [Questions 31-36]

25. What is a workflow rule?
Ans - A workflow rule is a set of actions that can be executed when a record is created or edited. A workflow rule consists of criteria when a workflow rule is executed and actions. Criteria when a workflow rule gets executed could be either of the following,
  • Created
  • Created and every time it’s edited
  • Created, and every time it’s edited.
Actions could be field update, task assignment, email alert or outbound messages. These Actions could be immediate or time dependent. 

26.  What is an approval process?
Ans - An approval process is a process which can be used to approve records . An approval process consists of steps necessary for a record to get approved/rejected, user who must approve it or reject it. Approval process also specifies what actions to be taken when a record is approved, rejected or rejected.

27. What is the difference between Role and profile
Ans - Role determines what record is visible to a user while a profile determines what actions they are allowed to perform on that object. That is, we can say that profile defines Object level access, field level access while Role defines Record level access. Profile is used give access to Tabs, fields via FLS, General and Administrator settings. Role hierarchy can be maintained, this gives access to records in hierarchy manner.

28. What is data loader and what can be done using data loader?
Ans - Data loader is tool that can be used to extract salesforce data and also insert/update salesforce data. Data loader can also be used for bulk data delete,insert or update. It uses api for operation. Some of the features of data loader are as below
  • Drag-drop field mapping
  • Standard as well as custom objects are supported
  • Provides success and error log files in CSV format
  • Supports insert, update, delete, extract data operations
29. What is lead conversion?
Ans - A lead conversion means transition of a prospect into an account, contact and a possible opportunity. Technically a lead record when converted creates an account record, a contact record and optionally an opportunity record. There is also a provision to create task. A converted lead cannot be accessed from salesforce UI. 

30 . What are analytical snapshot?
Ans - Analytical snapshots can be used to schedule a report run and then save the report result as records in custom object. While building a analytical snapshot we have to select a source report and destination object. Then map the fields from report and object. The report runs at specified time and then inserts the report result as records in that object. Advantages that we get through analytical snapshot are as below, Runs reports faster, Sot and filter data using list views, can view trend in data via object records. The object selected for record insertion should not have any insert trigger on it.

Next>>> Part 6 [Questions 31-36]

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