Salesforce External Object Relationship – Indirect Lookup
What it needs to indicate in fact is the job seeker (Lead) to which this I know that standard objects cannot be on the detail side of the. From Setup, enter Objects in the Quick Find box, then select Objects, and then click Job Application to view its detail page. In the Custom Fields & Relationships . salesforce help; salesforce training; salesforce support.
Declarative Features — Salesforce Interview Questions 7. What is WhoId and WhatId in activities? WhoID refers to people.
ruby - Create object with relationship in Salesforce with Restforce using Rails - Stack Overflow
What is the use of writing sharing rules? Can you use sharing rules to restrict data access? Sharing rules are written to give edit access public read and write or public read only access to certain individuals in Salesforce org. A classic example is when: By default, all users in your organization will have organization-wide-default sharing settings of either Public Read Only or Private.
Top 50 Salesforce Interview Questions And Answers For | Edureka
To give access to more records, which users do not own, we write sharing rules. Sharing rules are used to extend sharing access to users in public groups or roles. Hence, sharing rules are not as strict as organization-wide default settings.
They allow greater access for those users. As far as the second part of the question is concerned, the answer is no. We cannot use sharing rules to restrict data access. It is only used for allowing greater access to records. What are the different types of email templates that can be created in Salesforce?
The different types of Email templates are listed in the below table: Advanced functionalities like merging data from multiple records is available only in this template C.
What is a bucket field in reports? A bucket field lets you group related records together by ranges and segments, without the use of complex formulas and custom fields.
Bucketing can thus be used to group, filter, or arrange report data. When you create a bucket field, you need to define multiple categories buckets that are used to group report values.
The advantage is that earlier, we had to create custom fields to group or segment certain data. What are dynamic dashboards?
Can dynamic dashboards be scheduled? Before we understand dynamic dashboards, let us first understand static dashboards. Static dashboards are the basic dashboard types that will be visible to any user who has made a report out of his data.
This is useful if you would like to show a report such as Accounts with and without Opportunities. Cross filters can be found in the normal filter drop-down and created off of any report type that has a child object related to it.
From the picture above, you can see we are looking at Accounts without Opportunities that are closed equal false, showing us all accounts with open opportunities.
Custom summary formulas Custom summary formulas are used exclusively on reports and can be positioned to calculate complex data from your summary levels.
Custom summary formulas are added into a report like any other field, and once dragged into the report, we can begin creating the formula. When put into a report it looks like the example below, and from this simple formula we can calculate how much each account contributes to the total revenue for new customers: This is just a small glimpse into what can be created with custom summary formulas; we can create averages, moving averages, totals of different groupings and more.
Analytical snapshots Analytical snapshots capture data at scheduled points in time, which then allow you to build historical reports on that data. This is especially useful if you need to see long-term trends in your data that is not possible with standard functionality. Analytical snapshots are extremely clever in the way they work and make full use of the Salesforce platform.
First, you will need to create a source report. This report will contain the data that you want to historically trend on, so if we are sticking to our historic open cases example, we will need to create a source report that shows us all open cases open today.
Next, we need to create a custom object.