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Home / Salesforce Interview Questions and Answer / SFDC Interview Question and Answer Part – 8

SFDC Interview Question and Answer Part – 8

(71). What are Trend Reports?

– Report on opportunity history data by filtering on “as of” date
– Only monthly “as of” dates – displays the report monthly within the interval selected
– Example: Interval = Current FQ will display 10/1/07, 11/1/07, 12/1/07

(72). What are Charts?

– Graphical representation of data of a single Summary or Matrix Report
– Types: Horizontal Bar, Vertical Bar, Line and Pie
– “Grouped” or “Stacked” charts can be created from Summary reports & Matrix reports

(73). What are Relative Dates?

– Used in Views and Reports for filtering
– Dynamic date range, based on current date
Examples: This Week, Next Month, Last 90 Days

Available Relative Date Filters (not case sensitive):
• Today
• Yesterday
• Tomorrow
• This Week
• Last Week
• Next Week
• This Month
• Last Month
• Next Month
• Last x Days
• Next x Days
• Quarter
• Year
• Fiscal Quarter
• Fiscal Year

(74). What are Custom Report Types?

– Custom report types allow you to build a framework in the report wizard from which users can create and customize reports.
– You build custom report types off of the relationships (masterdetail and lookup) between objects so that you can:
• Choose which standard and custom objects to display to users creating and customizing reports
• Define the relationships between objects displayed to users creating and customizing reports
• Select which objects’ fields can be used as columns in reports
– Define custom report types to display results from an object with or without its related objects
• See which cases were closed with solutions, and which were not.

(75). What is Conditional Highlighting?

– Set thresholds for report analysis
– 3 conditions maximum per report
– Only apply to summary rows
– Numerical analysis only
– First condition is <; second condition <, third condition >=

• You can use conditional highlighting for summary and matrix reports.
• On the Select Chart and Highlights page of the report wizard, you can choose up to three number ranges and colors to conditionally highlight summary data in your report cells.
• If you do not want to highlight a particular range, choose White as the color for that conditional highlighting

(76). What are Dashboards?

– Visual representations of key business information
– Show information from multiple reports
– Made up of Components
– Use Custom Reports as source (Matrix and Summary)
– Running User determines the level of access to the Dashboard Data
– Refresh can be Scheduled
– Email a Dashboard

(77). Dashboard Components

Chart: Graphical representation of report results
Table: A listing of the top or bottom records from a report
Metric: A single data value – drawn from the Grand Total of a report
Gauge: A single data value – displayed as a point on a defined spectrum – drawn from the Grand Total of a report

(78). What is a Campaign?

– Specific marketing program or marketing tactic
– Builds awareness and generates leads

What is a Campaign Member?
– Lead or contact, who is associated to the Campaign
– Individual who has responded to Campaign

Who has access to Campaigns?
• Any user in your organization can view campaigns, view the advanced campaign setup, or run campaign reports.
• However, only designated Marketing Users with the appropriate user permissions can create, edit, and delete campaigns and configure advanced campaign setup.
• An administrator must select the Marketing User checkbox on a user’s personal information to designate that user as a Marketing User.
• In addition, Marketing Users can import leads and use the campaign import wizards if they also have the Marketing User profile (or the “Import Leads” permission and “Edit” on campaigns).
• Campaigns are included with Enterprise, Unlimited, and Developer Editions, and available for an additional cost with Professional Edition

(79). What is a Lead?

– Prospect that you want to market to
– Captures business card information
– Individual who has expressed interest in your product or service
– Assigned ownership either manually or via Assignment Rule

What is a Contact?
– Individual who is associated to an Account

Lead Conversion
– Lead qualification depends on your business process
– Lead information is mapped to the appropriate business object – Account, Contact or Opportunity
– Existing data check

The system automatically maps standard lead fields to standard account, contact, and opportunity fields
• For custom lead fields, your administrator can specify how they map to custom account, contact, and opportunity fields
• The system assigns the default picklist values for the account, contact, and opportunity when mapping any standard lead picklist fields that are blank. If your organization uses record types, blank values are replaced with the default picklist values of the new record owner.
• If the lead has a record type, the default record type of the new owner is assigned to records created during lead conversion.

What is a Web-to-Lead?
– An online form to capture lead information
– Published on your web site

What is an Email Template?
– Standardized text or HTML
– Enables standard and consistent email messaging

What is an Auto-Response Rule?
– Determines which Email Template to send to leads generated via Web-to-Lead
– Contains Rule Entries that determine criteria for determining Email Template response content

(80). What is a Case?

– A logged issue or problem
• Similar Cases may be grouped using a Hierarchy
– Cases are:
• Manually entered from a phone call or an email
• Automatically create Case from an email (Emailto- Case)
• Automatically captured:
– Web site (Web-to-Case)
– Create a Case functionality in Outlook Edition
– May be assigned either manually or automatically via Assignment Rules
– Associated to Contacts and Accounts

What is a Case Queue?
– A virtual storage bin that can be used to group cases based on criteria such as skill requirements, product categories, customer
types, or service levels
– Users have visibility into the Case Queues to which they are members
– Cases remain in the Queue until they are assigned to or taken by individual users

What is a Case Assignment Rule?
– Determines how Cases are automatically routed to User or Queue
– Contains Rule Entries, pre-defined business rules, that determine Case routing

What is Web-to-Case?
– A web form that is published to a web site
– Customers use to submit inquiries online

What is Email-to-Case?
– Automatically create a case when an email is sent to one of your
company’s email addresses, such as support@theblogreaders.com

What are Auto-Response Rules?
– Determines which Email Template to send to cases generated via Web-to-Case
– Contains Rule Entries that determine criteria for determining Email Template response content

What is an Escalation Rule?
– Automatically escalates an unresolved Case within a certain period of time (age over)
– Based on pre-defined business criteria

What are Business Hours?
– Set the organization’s hours of operation
– Escalation Rule uses to determine when to escalate a Case
– Include business hours in multiple time zones.
– Associate cases with specific time zones
– Escalate cases according to specific time zones

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