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Frequently Asked Questions

Can Two Users have the Same Profile? Can two Profiles be Assigned to the Same User?

Profiles determine the level of access a user can have in a Salesforce org.As far as the first part of the question is concerned,Yes One profile can be assigned to any number of users. Take the example of a Sales or Service team in a company. The entire team will be assigned the same profile. The admin can create one profile: Sales Profile, which will have access to the Leads,opportunities, Campaigns, Contacts and other objects deemed necessary by the company.In this way, many users can be assigned the same profile. In case the team lead or manager need access to additional records/ objects then it can be done by assigning permission sets only for those users.

What are Governor Limits in Salesforce?

In Salesforce, it is the Governor Limits which controls how much data or how many records you can store in the shared databases. Why? Because Salesforce is based on the concept of multi-tenant architecture. In simple words, Salesforce uses a single database to store the data of multiple clients/ customers. The below image will help you relate to this concept.multi tenant architecture-salesforce interview questionsTo make sure no single client monopolizes the shared resources, Salesforce introduced the concept of Governor Limits which is strictly enforced by the Apex run-time engine. Governor Limits are a Salesforce developer’s biggest challenge.That is because if the Apex code ever exceeds the limit, the expected governor issues a run-time exception that cannot be handled.Hence as a Salesforce developer, you have to be very careful while developing your application. Different Governor Limits in Salesforce are: 1.Per-Transaction Apex Limits Platform Apex Limits 3.Static Apex Limits 4.Size-Specific Apex Limits 5.Miscellaneous Apex Limits 6.Email Limits 7.Push Notification Limits.

What are the Different Data Types that a Standard Field Record Name can Have?

A standard field record name can have data type of either auto number or text field with a limit of 80 charts.For generating auto numbers, the format needs to be specified while defining the field and after that for every record that is added, the number will get auto generated. For example:- Sr No-{1} Sr No-{2} Sr No-{3}

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:- only your managers or superiors need to be given extra credentials to your records in objects as compared to your peers.By default, all users in your organization will have organization-wide-default sharing settings of either Public Read Only or Private.To give access to more records, which users do not own, we write sharing rules. Example: 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 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. An example of this is what a Sales manager/ Marketing manager would be able to see on his Salesforce org. In other words, a normal dashboard shows data only from a single user’s perspective. Now comes the concept of dynamic dashboards.Dynamic dashboards are used to display information which is tailored to a specific user. Let us consider the same example as above. In case the Sales manager wants to view the report generated specific to only one of his team members, then he can use dynamic dashboards.Course Curriculum Salesforce Certification Training Course: Admin and App Builder You can use dynamic dashboards when you want to show user-specific data of a particular user, such as their personal quotas and sales, or number of case closures, or leads converted etc.You can also use a normal/ static dashboard when you want to show regional or organization-wide data to a set of users, such as a particular region’s sales number, or a particular support team’s performance on case closures.As far as the second part of the question is concerned, no we cannot schedule a dynamic dashboard. That is because whenever we open the dashboard, it will show the data generated in real-time.