What is sales force?
Salesforce is a CRM delivered as a software-as-a-service (SaaS).
What is Force.com and Salesfore.com? Mention the differences.
Force.com is a cloud computing platform where the developers build multitenant applications.
Salesforce.com is also a cloud computing platform, it contains only standard objects.
Salesforce.com is hoisted on Force.com.
What is Cloud computing?
Cloud Computing is a new trend in IT development, deployment, Delivery module of business Products, Services that are provided over the internet that are been used by the real time User.
Explain briefly about CRM?
Full form for CRM is “Customer Relationship Management”. We can understand from the full form where CRM is an application used to automate Sales and marketing functions by a using a Software called CRM Software. BY using CRM Software every Company / Organization plans to increase their revenues and profits. This strategy of increasing revenue is done mainly by attracting Customers, clients, Sales etc.
List some CRM Software’s?
We have number of CRM software’s which are provided by top CRM companies some of them are listed below depending upon their present market.
- Salesforce CRM
- Microsoft Dynamics CRM
- Oracle CRM
- SAP CRM
- Sage CRM
- NetSuite CRM
- Oracle CRM on Demand
- Oracle Sales Cloud (Fusion CRM)
- Sugar CRM
What are deployment modes of cloud computing?
Cloud computing services can be provided in four different deployment modes depending on size and structure of an organization. Four deployment modes of cloud computing are
- Public Cloud
- Private Cloud
- Hybrid Cloud
- Community Cloud
What is Public Cloud?
Public cloud can be available to people across the world. In this Public Cloud the user has no control over the resources.
What is Private Cloud?
Private Cloud Can be accessed only with in the limited premises. In Private cloud, Cloud Services Providers Cloud infrastructure to particular Organization or Business specially. This Cloud infrastructure is not provided to others.
What is Hybrid Cloud?
Hybrid Cloud is the combination of number of clouds of any type but the cloud has the ability to allow data and / or applications to be moved from on cloud to another cloud. Hybrid Cloud is a combination of (Public Cloud, Private Cloud, Community Cloud). Here API is used as an interface between public and Private Cloud.
What are the Difference between Public and Private Cloud?
Public cloud can be available to people across the world. In this Public Cloud the user has no control over the resources. Where Private Cloud Can be accessed only within the limited premises. In Private cloud, Cloud Services Providers Cloud infrastructure to particular Organization or Business specially. This Cloud infrastructure is not provided to others.
What is PaaS?
PaaS means “Platform as a Service”. Here in “PaaS” the cloud service providers provide hardware, OS (operating System), Storage, Network services over the cloud. It is the way like a rent. If there is no service like Platform and there will be no Applications. Which applications are built on a Platform.
What is SaaS?
SaaS means “Software as a Service”. Through this Services all the software’s are distributes over the cloud. By using SaaS no need to install any software all software’s are readily available over the internet.
What is IaaS?
IaaS means “Infrastructure as a Service”. Here in IaaS the cloud service providers will provides infrastructure like servers, hosting services and storage. Servers and storages are the basic services provide by Cloud Service Providers.
What are common factors on SaaS, PaaS, and IaaS?
SaaS, PaaS and IaaS are the three types of services provided using “cloud”. Their common factor for providing services to organization and customer is the “CLOUD” depending upon the types of the service they need. SaaS provides Software service on cloud where PaaS provides Platform for application development and finally IaaS provides Infrastructure.
How SaaS can be helpful to Sales force?
As SaaS is a subscription based, customers can always choose not to renew if they are dissatisfied
Customers can avoid a large initial investment in an IT infrastructure and day to day hustle of maintaining infrastructure
SaaS customer provides same provider infrastructure and also easy integration
SaaS applications use a simple internet interface that makes easier for customer to use.
SaaS always provide a latest platform to the customer with innovation.
How many relationships included in SFDC & What are they?
We are having two types of relationships, they are
- Lookup Relationship
- Master-Detail Relationship
What is a Lookup Relationship?
This type of relationship links two objects together,
- Up to 25 allowed for object
- Parent is not a required field
- No impact on a security and access
- No impact on deletion
- Can be multiple layers deep
- Lookup field is not required
What is Master-Detail Relationship?
Master Detail relationship is the Parent child relationship. In which Master represents Parent and detail represents Child. If Parent is deleted, then Child also gets deleted. Roll up summary fields can only be created on Master records which will calculate the SUM, AVG, MIN of the Child records.
- Up to 2 allowed to object
- Parent field on child is required
- Access to parent determines access to children
- Deleting parent automatically deletes child
- A child of one master detail relationship cannot be the parent of another
- Lookup field on page layout is required
What are the Different types of Salesforce Editions?
Salesforce.com provides different types of editions and features depending upon the cloud. For Sales cloud it provides four different types of editions. They are
What is an object in Salesforce?
An Objects is represented as a database table which stores organization data. Objects consists of set of fields and we store data against that field. To view data Salesforce provided TABS.
What are the Different types of object in Salesforce.com?
In Salesforce.com we have two types of objects. They are
- Standard objects
- Custom Objects
What is TAB in Salesforce and What are the Different types of TAB?
Salesforce.com provides list of tabs and are placed in Tab menu. To access data of an objects Tabs are used.
They are three types of TABs
- Custom Tabs
- Visual-force Tabs
- Web Tabs
What is Audit trail?
Audit trail function is helpful in knowing the information or track all the recent setup changes that the administration does to the organization. It can store last 6 months’ data.
What is dashboard?
Dashboard is the pictorial representation of the report, and we can add up to 20 reports in a single dashboard.
What are the different types of reports available in Salesforce?
Tabular report: It displays the grand total in the table form
Matrix report: It is a detailed report in which the grouping is done based on both rows and columns
Summary report: It is a detailed form of the report in which the grouping is done based on columns
Joined report: With this two or more reports can be joined in the single reports
What are the actions available in workflow?
Actions available in workflow are
- Email Alert
- Field Update
- Outbound Message
What is Role?
Role Hierarchy settings make the managers and subordinates to edit, and view the records. The users in the Hierarchy can be able to view, edit and report all the data shared.
To create roles in salesforce, go to setup>Administer>Manage Users>Roles
What is a profile?
Profiles are those which defines users to perform different functions like settings and permissions in salesforce. It is another way to restrict or control access to a particular record.
Profile are of two types
- Standard Profile: Profiles created by force.com are called Standard Profiles.
- Custom Profiles: Profiles created by user are called Custom Profiles.
What is the Difference between profiles and permission sets?
Profiles: In Object Level Security, Profiles are assigned to the user by system administrator. A profile can be assigned to many users where as a user can have only one Profile.
Permission Sets: In this Permission sets we define the access level of the user. Generally, we determine what a user can do in the applications. These are used to grant additional permission to a user.
What is the Difference between Role and Profile?
Roles: Using we can provide record level access like organization wide defaults, Role hierarchy, sharing rules and Manual sharing. Simply roles influences record level access.
Profiles: Using profile object level and field level access can be made like general permissions, tab level permissions, read & write permissions etc.
What are the standard profiles available in Salesforce.com?
In salesforce we have 6 standard profile they are
- Standard user
- Solution manager
- Marketing User
- Read only
- System administrator
- Contract manager
What is a Fiscal Year in Salesforce?
Fiscal years in Salesforce are used to define starting and ending date of an organization financial year.
Fiscal years in salesforce are two types they are
- Standard fiscal year: To change starting month of the fiscal year this type is used
- Custom fiscal year: We can set custom fiscal year dates like quarters, weeks
What is Page Layout and Record Types?
Page Layout: In page layout customization can be done like fields, related lists, custom links can be arranged.
Record Types: Record types in salesforce helps to implement business processes like defining picklist values for standard and custom pick lists.
How to delete user from Salesforce?
In salesforce.com, deleting a user is not possible, But the user can be deactivated by freezing that user in salesforce.
To deactivate user, go to Setup>Administer>Manage users>Users>Click on Freeze.
What are the different types of Sharing Rules in Salesforce?
- Account sharing Rule
- Contact Sharing Rule
- Case Sharing Rule
- Opportunity sharing Rule
- Lead Sharing Rule
- Custom Object sharing Rule
What the different types to share records in Salesforce?
Records can be shared in 5 types they are
- Role Hierarchy
- Organization Wide Defaults
- Manual Sharing
- Criteria Based Sharing Rules
- Apex Sharing