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Showing posts from 2021

Salesforce Process Builder in Brief (Learning/Interview)

  1. What is  Process Builder ? Process Builder helps you automate your business processes and gives you a graphical representation as you build it. 2. How Many Type  of Processes? Process Builder supports three types of processes for your automation needs. The type determines what triggers the process. A record change process starts when a record is created or updated. An event process starts when a platform event message is received. An invocable process starts when something else, like another process, invokes it. 3. Process Builder vs. Workflow? Use the more powerful and flexible Process Builder to perform the same actions as Workflow. With Process Builder, you can: Create a record of any object type Update any related record—not just the record or its parent Use a quick action to create a record, update a record, or log a call Invoke a process from another process Launch a flow—you can’t schedule this action with workflow Send an email Send a custom notification Post...

Salesforce Workflow in Brief (Learning/Interview)

1. What is workflow? Workflow lets you automate standard internal procedures and processes to save time across your org. A workflow rule is the main container for a set of workflow instructions. These instructions can always be summed up in an if/then statement. 2. Workflow build in which structure? if/then statement. For example: If it’s raining, then bring an umbrella. 3. What all components available in Workflow? Workflow rules can be broken into two main components. Criteria: the “if” part of the “if/then” statement. In other words, what must be true of the record for the workflow rule to execute the associated actions. Actions: the “then” part of the “if/then” statement. In other words, what to do when the record meets the criteria. 4. Different types of criteria available in Workflow Rule? There are 3 types of criteria available in Workflow Rule. Created. Created, and every time it’s edited. Created, and any time it’s edited to subsequently meet criteria. 5. Can we add Time...

Service Cloud for Lightning Experience - All Steps Q&A [Salesforce][Trailhead]

Service Cloud for Lightning Experience: Step 1 1. What is the Service Cloud? Ans. An easy-to-use customer service application 2. What are key benefits of the Lightning Service Console? Ans. Preconfigured pages and productivity tools for service 3. To update a customer case with a comment: Ans. Select a case from the Cases tab, and share a post. ------------------------------------------------------------- Service Cloud for Lightning Experience: Administer Service Cloud (Step2) 1. What are two key benefits of Lightning Service Setup? Ans. Service metrics and setup flows 2. To get to Lightning Service Setup: Ans. Click the gear icon, then Service Setup. 3. The second stage in the setup process for Service Cloud is to: Ans. Add channels so that your team can respond to customers. ------------------------------------------------------------- Service Cloud for Lightning Experience:  Create Digital Engagement on Multiple Channels 1. On-Demand Email-to-Case: Ans. Sends email traffic outsi...

Copado Winter 21 Administrator Maintenance Dumps

As we are trying hard to provide you latest questions and answers of Copado. Please do comment over the post and follow us on our Instagram Profile  SFDCMASTER Answer should be in Green Color. 1. What are some of the benefits of upgrading to Copado Winter '21? Select all that apply (3 answers).You have reached the max number of allowed answers a) You can integrate with external tools for which there is no built-in integration. b) You can avoid migrating duplicate records with an easy-to-build formula that populates external Id values. c) You get more meaningful information on your processes with new metrics and the option to filter custom metrics.  d) You need to uninstall the previous package and install the new one in order to upgrade and enjoy the new features of the Agile Integrations package. 2. Which deployment step allows you to trigger a Salesforce Flow as part of your deployment? a) Flow. b) URL Callout. c) Salesforce Flow. d) External CI. 3. True or False: Copado has...

Force.com and Salesforce Environments

Force.com: Force.com is a platform-as-a-service (PaaS) product designed to simplify the development and deployment of cloud-based applications and websites. Developers can create apps & websites through the cloud IDE & deploy them quickly to Force.com multi-tenant servers. It is used to create and deploy next-generation cloud apps. Because there are no servers or software to buy or manage, developers can focus solely on building apps that include built-in social and mobile functionality, business processes, reporting and search. Apps run on a secure, proven service that scales tunes and backs up data automatically. Benefits of Force.com: Proven - A lot of people are using it, and there are very very big Applications that are created on force.com that are being run. A great example US visa Application form is created on force.com Agile - Whatever you already developed you do not have to develop it again, you can use it back again Social - A lot of people will work together on th...

Salesforce & CRM

Salesforce Salesforce is a global web-based application and cloud computing company best known for its Customer Relationship Management (CRM) product. They specialize in Software-as-a-Service (SaaS) to help users handle all of their business needs. Salesforce.com is a customer success platform, designed to help users sell, service, market, analyze, and connect with their customers. Salesforce has everything required to run a business from anywhere. Using standard products and features, users can manage relationships with customers, collaborate and engage with employees and partners, and store their data securely in the cloud. But standard products and features are only the beginning. This platform allows to customize and personalize the experience for customers, partners, and employees and easily extend beyond out-of-the-box functionality. It is a suite of CRM products that work together to make today’s corporations function more efficiently and profitably. They touch many functional a...