SFDC Interview Question and Answer Part – 3
(21). What is a Business Process?
• Allows you to track separate sales, support, and lead lifecycles
across different divisions, groups, or markets
Available Business Processes:
– Sales Processes – Create different sales processes that include some or all of the picklist values available for the Opportunity Stage field
– Support Processes – Create different support processes that include some or all of the picklist values available for the Case Status field
– Lead Processes – Create different lead processes that include some or all of the picklist values available for the Lead Status field
– Solution Processes – Create different solution processes that include some or all of the picklist values available for the Solution Status field
(22). What are the Objects available in the Salesforce Business Process and Give some Business Process Example?
–You must create the business process before creating record types for each of above objects.
– You can then associate each business process with one or more record types and make it available to users based on their profile.
– In order to implement more than one business process, multiple record types must also be implemented.
Business Process Examples
– Cold Call
– 3rd Party telesales companies
– Leads generated via campaigns
– Leads generated via a registration form
Opportunities Sales Processes:
– Miller Heiman/ Solution Selling Methodology
– Inside Sales vs. Outside Sales
– New business vs. Existing Business (Up selling)
– Customer Inquiries
– Internal Requests
– Billing inquiries
– Internal vs. Public Knowledge Base
(23). What about Web-to-Lead and Web-to-Case?
–A lead or case record created through Web-to-Lead or Web-to-Case will set the record type to that of the default lead owner or automated case user (optional)
(24). On which tabs can I create multiple record types?
–Multiple record types may be created for every tab, with the exception of the Home, Forecasts, Documents, and Reports tabs.
(25). What happens if I need to add a picklist value?
–You will be prompted to select which record types should include the new value
(26). What is Field-Level Security?
– Defines users’ access to view and edit specific fields in the application
(27). Why use Field-Level Security?
– Use Field-Level Security (rather than creating multiple page layouts) to enforce data security
– Users view data relevant to their job function Troubleshooting Tools
– Field accessibility views
– Setup | Administration Setup | Security Controls | Field Accessibility
• Field Level Security is not available in PE
• Field-level security cannot be used to make a field required. This is done from the Page Layout
• Field access settings can be defined using both field-level security and page layouts. However, the most restrictive field access setting of the two will always apply. For example, if a field is required on the page layout, but read-only in the field-level security settings, the field will be read-only.
• Hiding a field from a user using FLS also hides that field from list views, search results, and reports.
(28). What are Login Hours and Login IP Ranges?
– Sets the hours when users with a particular profile can use the system
– Sets the IP addresses from which users with a particular profile can log in
• You can customize profiles to restrict users’ ability to log in to Salesforce.
• You can set the hours when users can log in and the IP addresses from which they can log in.
If a user logs in before the restricted hours, the system will end the user’s session when the restricted hours begin.
Two Options for Restricting Access via IP Ranges
Option 1: Add Trusted IP Ranges for your entire org
Option 2: Add Trusted IP Ranges on a Profile by Profile basis
(29). What is a User Record?
– Key information about a user
– Each has its own unique username
– User logs in with username and password
– Users can be active or inactive; an active user uses a license
– Users are associated with a Profile
– Users are usually associated with a Role
(30). What is a Record Owner?
– The user (or queue for Cases and Leads) who controls or has rights to that particular data record
– An Owner has the following special privileges:
• View and edit capabilities
• Transfer capability – change ownership
• Deletion capabilities
– Important assumption: Object permissions enabled
– The Account Owner, Opportunity Owners and Case Owners may or may not be the same user.