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

1. SOQL: Salesforce Object Query Language

• SOQL: Salesforce Object Query Language

• SOQL Purpose: To fetch info. from an object and related objects.
• We can write query on one object while querying on those objects we can fetch the child object info. or parent object info. (we cannot capture un related objects info.)
• SOQL queries per transaction: 100.
• SOQL query rows returned: 50000.

 

2. SOSL: Salesforce Object Search Language

• SOSL: Salesforce Object Search Language.
• SOSL Purpose:We can search for a value in multiple objects (no need of any relationship).
• Results of SOSL query can be stored in List of List.
• SOSL queries per transaction: 20.
• SOSL query rows returned: 2000.

 

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insert/update

Database.insert/Database.update

Assume that you are inserting 100 records. If any one of the record fail due to error then entire operation will fail. None of the records will be saved into the database. with insert/update if we use try-catch then we can capture only one error which will cause to stop the operation.

Assume that you are inserting 100 records. If any one of the record fail due to error then it will perform partial operation (valid records will be inserted/updated) if we use Database.insert(list,false)/ Database.update(list,false).

.with Database.insert/Database.update we can capture all the errors by saving result in Database.saveResult[].

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1. Before Triggers:

To perform the validations we should use before triggers.

If you are updating any field on the same object on which you are writing the trigger and no need to explicitly include the DML statemetns (already due to DML operation only trigger fire and it is still in progress at this point of time.)

2. After Triggers:

If you are dealing with relationship records and if you need record id in these situations we should use after trigger (in before insert record doesn't contain the record id).

3. For the same event if there are multiple triggers on the object, how to control the order of execution?

We cannot control the order of execution in this situation. It is recommended to have only one trigger per one object.

Note: We can keep the logic of the apex trigger in an apex class and can invoke from that class.

4. What are the recursive triggers and how to avoid?

If we perform update operation on the record in after update event logic recursive triggers will arise.

Using static boolean variable in an apex class (we should not keep static boolean variable inside of the trigger) we can avoid recursive triggers.

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If we perform DML operation on standard/custom object and global objects(User, UserRole, Group, GroupMember, Permission Set, etc...) in same transaction this error will come.

To avoid this error, we should perform DML operation on standard/custom object records in a different transaction.

In general all the apex classes and apex triggers execute synchronously (execute immediately).

If we perform DML operation on standard/custom object records asynchronously (execute in future context), we can avoid MIXED-DML-OPERATION error.

To execute logic asynchronously keep the logic in an apex method (in a separate apex class, not in same apex trigger) which is decorated with @future annotation.

See the below example:

Note: To analyse the code copy it and paste it in notepad for the convenience.

 public class TriggerUtility {

  /*                    

  1. Following future method execute asynchronously (whenever server is free it will execute in future context).

  2. We should not declare @future method in Apex Trigger.

  3. @future method should be always static.

  4. @future method accepts only primitive data types (Integer, String, Boolean, Date, etc...) as parameters and it won't accept

  non-primitive data types (sObject,Custom Objects and standard Objects etc.. ) as parameters.

  5. @future method should not contain return type. Always it should be void.

  6. From an apex trigger we can make only make asynchronous call outs. To make call out we should include "callout = true" beside the future @annotation.

  7. We cannot perform synchronous call outs from Apex Trigger.

  */

  //Below is the example for the future method -

  @future(callout = true)

  public static void processAsync(primitive parameters) {

   //Logic to insert/update the standard/custom object.

  }

 }

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We are creating validation rules, workflow rules, assignment rules, auto-responsive rules, escalation ruels and apex triggers etc.

If the condition is same for all the rules which will execute first and which will execute next, for this salesforce provide the order.

Order of execution in salesforce:

• Prepare the record for insert/update operation.

• It will replace all the old field values with new field values.

If the request is coming form UI all the system validations will execute:

• DataType

• Length

• Required

• Unique

• PageLayot level validations

Before triggers:

Custom Validations and again system validation rules will fire (pageLayot level validations won't fire at this point of time).

Record will be saved into the database but doesn't not commit.

After triggers:

• Assignment rules.

• Auto-responsive rules.

• Workflow Rules.

• Incase of Workflow Rule Field updates again before triggers and after triggers fire one more time. System validation ruels for duplicate chcek.

• Escalatoin Rules.

• Rollup-Summary fields will be calculated.

• Grant parent Rollup-Summary fields will be calculated.

• Criteria base sharing evaluation.

• Record will be commited into the database.

• Post Commit logic (Sending emails).

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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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