Salesforce Administrator Updates

Hello Everyone! This is just an introductory lesson for those who want their career as Salesforce Admin. Being a Salesforce Admin, you do not need any prior experience on CRM. What you all need is the dedication and hard work.

Being a CRM Admin means you know complete in and out of that CRM. So you should know every tiny thing about the CRM you are going to work on.

Examples :

How to send mass emails from CRM.

How to automate complete process without doing much manual work.

How to run Campaigns on any CRM.

Can we share our internal few records to any other user who is not a part of CRM, without providing them License?

Above questions are just examples. There is a lot you can do with Salesforce CRM.

To start work on Salesforce. First, you need to create an account on "developer.salesforce.com". Once you create your login on this it is valid for lifetime, it never expires.

Next, try to check out the look and feel of Salesforce. Like you go shopping, and you check each and everything before purchase. Same way check how Salesforce looks like and try to know why it becomes so demanding by customers.

If you get to know why it is so much in demand. Then your journey Starts to become Salesforce Admin.

 

If you have any query or want to learn Salesforce Admin, you can always contact me through UrbanPro.

 

Thank you!

Devika Goel.

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In every platform technology will be follow below things:

i. Software Development Life Cycle[SDLC]--------SDLC having diffrent METHADOLOGIES (Salesforce SDLC --  Agile and Agile with SCRUM)

What is the difference between remaining SDLC and Agile and Agile with SCRUM?

 

ii. Requirments & ANALASYS===>>>>>  How to get or collect Requirments from diffrent Clients?

a. What is POC?

b. When will connect with client?

c. When will start project?

d. When will start design?

iii. DISGIN ===>>>>>  What is the High Level Design Document and how to prepare?

 What is the Low Level Design Document and how to prepare?

 

iv. . DEVELOPEMENT ===>>>>> MVC=== DECLARATIVE 40% ======PROGRAMETICAL 40%====10% HTML(VF PAGE)===10% APEX-====10% TRIGGER BATCH APEX====10% WEBSERCISE

a. What is the framework and how it will be work?

b. What technologies are included in salesforce?

c. Before start SFDC cource what technologies are known?

d. What is the Visual Force Page?

e. What is the Apex?

f. What  is Integration?

g. What are the diffrent types of SFDC Projects?

h. What are the diffrent types of SFDC Project Roles? and whatarethe eligibility critiria?

v. TESTING ===>>>>> UNIT--- SIT --- UAT 10%

Who will be do testing? What are  the different types of testings?

vi. DEPLOYMENT ===>>>>> SANDBOX---PRODUCTION 5%

How many ways to deployments?

 

SECURITY CONTROL =====>>>>> APP----SYSTEM---5%

 

SOFTWARE

PLATFORM ------ UI

INFRASTRUCTURE -----

cLOUD COMPUTING
===============

PUBLIC
PRIVATE
HIBREDE

21 APPLICATIONS----IBM,GOOGLE,VMWARE,AMAZON,AZURE,MSDYNAMIC CRM.....SALESFORCE

SALESFORCE.COM CRM----SAAS----
FORCE.COM-------------PAAS----
DATA.COM--------------IAAS----

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Difference between Dataloader and Import Wizard in Salesforce:

Dataloader	Import Wizard
It supports more than 50000 records.	It supports only up to 50000.
It supports almost all standard and custom objects.	It supports Custom objects but only few Standard objects like Accounts, Solutions, Leads and Contacts.
It doesn’t support schedule export.	It supports schedule export.
Delete operation is available.	Delete operation is not available.
It requires installation.	It doesn’t require installation.
While importing, duplicates cannot be ignored.	While importing, duplicates can be ignored.

 

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Salesforce Marketing Cloud is a provider of digital marketing automation and analytics software and services for email, mobile, social and online marketing. Salesforce Marketing Cloud is a customer relationship management (CRM) platform for marketers that allows them to create and manage marketing relationships and campaigns with customers. read less

Imagine you have two users. Both are in the same profile, which allows them to Create, Edit object XYZ. But these two users are in different parts of the role hierarchy.

If User A Creates an XYZ, can user B edit it? The answer is only if the record is shared with him. If the Org Wide Default is Private then he will not even be able to see the record that User A has created (unless it is explicitly shared with him). He can still create his own XYZ records and edit those. Likewise, if the Org Wide Default is public read only, User B could see it, but not edit it despite what his profile allows. He can edit only his own records or those shared with him.

Sharing also works up the role hierarchy. So User A's boss can see the XYZ record that User A created. If his profile allows, he can edit it, but his profile may not.

You can think of the profile as "What can a user do with the XYZ object" and the sharing as "Which particular XYZ records can he or she do it with"

If OWD is Public Read / Write but the profile does not have access to Read or to Edit then you cannot Read or Edit.

If OWD is Public Read / Write on object XYZ and profile has Read permission but not Edit, then the user with that profile can only Read XYZ (all of them).

If a user doesn't even have Read access to object XYZ then they cannot see any object XYZ regardless of the Org Wide Default.

Not correct : The owner who is higher on the role hierarchy has shared access to all the XYZ that his subordinates own. However, if the higher user has a profile which doesn't include read or edit then he cannot read or edit those records.

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• By default all the variables and methods are non-static.

• Scope of the non-static variables or methods is within the scope of the same object.

• We can declare variables and methods as static by using static keyword.

• Scope of the static variables and methods is throughout the transaction.

• Static variables and methods, we can directly call with class name (we cannot access static variables and methods with object name).

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 ChildObject__c

ParentObject__c

Click to see the full question.

Relationship between ChildObject__c and ParentObject__c objects is Lookup relationship.

In case of lookup relationship if we delete the parent object record in child object only the relationship field value will be removed (child records won't be deleted).

But client has a requirement to delete the child object records. How to achieve this?

Write an apex trigger to achieve this functionality.

We should take before delete event. If we take after delete relationship will broke up b/w parent and child object records.

Trigger ParentTrigger on ParentObject__c(before delete) {

   /*

Note:

• For delete events only trigger.old and triggger.oldMap will be available.

• trigger.old holds old versions of the records but if we mention that in SOQL query salesforce will automatically convert those records into ids.

   */

   List childLst = [select id, Parent_Object__c from ChildObject__c where Parent_Object__c in: trigger.old];  

   delete childLst;

  }

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1. We can call the apex code by creating object for the class (or) if the variables or methods are static then we can call with class name.

• Apex Code in the trigger will execute automatically for the DML operations.

• If you want to execute apex code on a specific time then we should write batch class.

• With Batch Apex we can process maximum of 50 million records.

• Batch Apex is asynchronous (execute in future context).

• While writing the batch class we should inherit Database.Batchable interface.

• Database is a built in global class which contains inner global interface.

2. What are the Batch Apex methods?

Since we are inheriting Database.Batchable interface we should implement all the method prototypes declared in the interface.

 We should implement the following global methods:

• Start: It will prepare the records to process and execute only one time.

• Execute: It will take the records prepared in start method and split those records into batches and it will execute multiple times. For example if the start method is returning 1000 records then execute method executes 5 times if you don't mention the batch size (Default Batch Size is: 200). Maximum batch size is: 2000.

• Finish: We can perform post commit logic like sending emails with the success or error information. It will execute only one time.

Batch Class Syntax:

//Database is Class provided by Salesforce.

//Batchable is an global interface which is inside of the Database class.

 //Batchable include 3 method prototypes: 1. Start 2. Execute 3. Finish

 //start and finish methods will execute only one time.

 //execute method executes multiple times.

 global class BatchUsage implements Database.Batchable , Database.Stateful {

  //at a time we can inherit multiple interfaces but we cannot inherit multiple classes.

  //By default batch class is stateless (variable info. store in one method cannot be remembered in other method),

  //to make it stateful we should inherit Database.Stateful interface.

  String name = '';

  global Database.queryLocator start(Database.BatchableContext bc) {

  //From asynchronous to asynchronous we cannot call

  //(from batch class we cannot call future mehthod vice versa.).

  name += 'start';

  system.debug('@@@Start Method: '+name);

   //Collects the records to process. It will forward these records to execute method.

   //If we use Iterable as return type for this start method it can hold

   //max. of 50k records only.

   //If we use Database.queryLocator as return type for this start method it can hold

   //max. of 50 million records.

   return Database.getQueryLocator('select id, name, Location__c from Department__c where Location__c = \'\'');

  }

  global void execute(Database.BatchableContext bc, LIST sObjLst) {

   name += 'execute';

   system.debug('@@@Execute Method: '+name);

  //Split the records forwarded by start method into batches.

  //Default batch size is: 200.

  //Max. batch size is: 2000.

  List depUPdLst = new List();

  for(SObject sObj: sObjLst) {

  Department__c dept = (Department__c) sObj;//Type Casting.

  dept.Location__c = 'Bangalore';

  depUPdLst.add(dept);

   }

   if(depUPdLst.size() > 0)

    update depUPdLst;

  }

  global void finish(Database.BatchableContext bc) {

   name += 'finish';

   system.debug('@@@Finish Method: '+name);

   //Post Commit logic like sending emails for the success or failures of the batches.

   AsyncApexJob a = [select id, Status, NumberOfErrors, JobItemsProcessed,

   TotalJobItems, CreatedBy.Email from AsyncApexJob where id =: bc.getJobId()];

  

   Messaging.singleEmailMessage mail = new Messaging.singleEmailMessage();

   mail.setToAddresses(new String[]{a.CreatedBy.Email});

   mail.setSubject('Batch Class Result');

   mail.setHtmlBody('The batch Apex job processed ' + '' + a.TotalJobItems + '' +

   ' batches with '+ '' + a.NumberOfErrors + '' + ' failures.');

   //sendEmail methods

   Messaging.sendEmail(new Messaging.singleEmailMessage[]{mail});

  

   /*** Scheduling in minutes or hours ***/

   /*//Create object for schedulable class

   SchedulableUsage su = new SchedulableUsage();

   //Preparing chron_exp

   Datetime sysTime = System.now();

   sysTime = sysTime.addminutes(6);

   String chron_exp = '' + sysTime.second() + ' ' + sysTime.minute() + ' ' +

   sysTime.hour() + ' ' + sysTime.day() + ' ' + sysTime.month() + ' ? ' + sysTime.year();           

   System.schedule('Dep Update'+sysTime.getTime(),chron_exp, su);*/

  }

 }

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To schedule the batch class in minutes/hours, in the finish method we should use System.schedule method which will take 3 parameters Job Name, Chrone Expression and schedulable class instance name respectively.

   /*** Scheduling in minutes or hours ***/

 //Create object for schedulable class

 SchedulableUsage su = new SchedulableUsage();

 //Preparing chron_exp

 Datetime sysTime = System.now();

 sysTime = sysTime.addminutes(6);

 String chron_exp = '' + sysTime.second() + ' ' + sysTime.minute() + ' ' +

 sysTime.hour() + ' ' + sysTime.day() + ' ' + sysTime.month() + ' ? ' + sysTime.year();           

 System.schedule('Dep Update'+sysTime.getTime(),chron_exp, su);

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