Coding Genius (Batch Class )
Jun10

Coding Genius (Batch Class )

The following practice questions are for Salesforce developers who are new to Salesforce and wish to solve some basic programming questions. Using batch Apex classes, you can process records in batches asynchronously. If you have a large number of records to process, for example, for data cleansing or archiving, batch Apex is your solution. Each invocation of a batch...

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Salesforce Certification Preparations Notes
May16

Salesforce Certification Preparations Notes

These are the list of Notes for various Topics I have used for preparations in various salesforce certification preparations. Most of the information is copied from various developer forums and salesforce certification preparations sites. Notes will be divided in the following sections. Content Sharing Security Territory Management Auditing & Monitoring Knowledge management Entitlements management Data Strategy Process Automation Analytical...

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Salesforce Advance Administrator Notes (Collaborative forecast)
May13

Salesforce Advance Administrator Notes (Collaborative forecast)

Forecasting Enabling Forecast Steps Enable Allow Forecast on User Record. <> Set up your Forecasts Hierarchy. <> Enable Quotas <> Enable forecasts adjustments <> Define your forecast range. <> Customize your forecast categories. <> Select the fields that appear in the opportunity pane for each forecast type. <> Set a forecast currency Make Forecast Tab Visible on the respective Profile. Enable...

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Salesforce Advance Administrator Notes (Dashboards)
May13

Salesforce Advance Administrator Notes (Dashboards)

Dashboards Dashboard formats and what type of data is best displayed in each format: Horizontal bar/vertical column charts are great for showing geographical data, stage or status information, or any data that’s part of a single grouping. Pie and donut charts are useful for displaying data that shows proportions of a total, such as the number of leads by...

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Salesforce Advance Administrator Notes (Process Automation)
May12

Salesforce Advance Administrator Notes (Process Automation)

Process Automation Order of Execution-TRIGGER Loads the original record from the database or initializes the record for an upsert statement. Loads the new record field values from the request and overwrites the old values. If the request came from a standard UI edit page, Salesforce runs system validation to check the record for: Compliance with layout-specific rules Required values...

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Salesforce Advance Administrator Notes (Data Strategy)
May12

Salesforce Advance Administrator Notes (Data Strategy)

Data Strategy Top data quality Steps Step 1: Profile your data Data profiling is all about understanding your data. You should know where your data comes from: spreadsheets, backend systems, or sticky notes all over reps’ desks. Step 2: Control your data Data control is about achieving data accuracy and ensuring the right users have access to the right...

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Salesforce Advance Administrator Notes (Knowledge management)

Knowledge management Salesforce Knowledge is a knowledge base where users can easily create and manage content, known as articles, and quickly find and view the articles they need. Salesforce Knowledge provides the following features and tasks to help you efficiently manage your knowledge base and its users: Using Article Types Article types are custom containers for your articles. Every article belongs...

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Salesforce Advance Administrator Notes (Auditing & Monitoring)

Auditing & Monitoring Auditing Auditing features do not secure your organization by themselves, but these features provide information about usage of the system, which can be critical in diagnosing potential or real security issues. Auditing features include: Record Modification Fields (Owner, Created By, Modified By, Last Modified Date, Created Date) Login History ( 6 Months History. 20,000 recent Logins)...

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Salesforce Advance Administrator Notes (Territory Management)

Territory management Territory management is an Account sharing system (also its Related List objects) that grants access to accounts based on the characteristics of the accounts. It provides a powerful solution for structuring your users, accounts, and their associated contacts, opportunities, and cases. Territory Management is available only for organizations that use Customizable Forecasting. Enabling Territory management can be...

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Salesforce Advance Administrator Notes (Sharing Security)

Sharing Security Every user in Salesforce has a profile Standard profile OR Custom profile. A user’s profiles determines access to objects, and fields in objects. Standard profiles – Profiles control- Standard userSystem AdministratorContract ManagerMarketing UserRead Only Solution Manager Site.com Only User Partner User Customer Portal UserCustomer Portal ManagerStandard Platform One App UserHigh Volume Customer PortalChatter Only User Chatter Free User Chatter External User...

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