Standard Check boxes in Salesforce

Account:



Contact:


Lead:


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Unique Attribute in Salesforce field

If checked, prevents duplicate field values. For text fields, you can control whether values that are identical except for their case are considered unique. Select Treat "ABC" and "abc" as duplicate values to enforce case-insensitive uniqueness, or select Treat "ABC" and "abc" as different values to enforce case-sensitive uniqueness.


Note:

Custom fields marked as Unique count against an object's limit of seven External ID fields. Custom indexing that occurs automatically in the background by Salesforce does not count against External ID limits.

Values will be indexed by default by Salesforce.

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How to record and play using QTP?

1. Go to File --> New --> Test..


2. Click "Create".

3. Go to Record --> Record And Run Settings...


4. Click "Ok".


5. Go to Record --> Record.


6. Select "Insight Recording".


7. Do some actions like, open a browser, type google.com and search some thing.

8. Click "Stop" to stop recording.


9. Go to File --> Save All.


10. To run the recorded session, go to Run --> Run...


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QTP Vs SELENIUM

Both QTP and SELENIUM are good testing tools.

What tool should be used depends upon the software we are going to test.


QTP
SELENIUM
License
Paid
Open Source
Coding
Less
More
File Upload
Supported
Not Supported
Technical Support
Yes
No
OS Supported
Windows
Windows, Mac OS X and Linux

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How to run Account Owner Report in Salesforce?

1. Go to Reports Tab.

2. Select Account and Contact Reports tab.

3. Select Account Owners report.


4. Set the conditions and click "Run Report" button.


Note:

If you are unable to view this report or if you are unable to view all accounts, ask your system administrator to enable this report permission using the below link

http://www.infallibletechie.com/2015/06/account-owner-report-in-salesforce.html

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Account Owner Report in Salesforce

Organizations that have their organization-wide sharing access level set to Private for accounts may want to restrict users from running the Account Owner report.

Account Owner Report control whether or not all users may run the Account Owner Report. This report allows them to see all accounts, despite the private account sharing model.

To enable Account Owner Report, follow the below steps

1. Go to Setup --> Administer --> Security Controls --> Account Owner Report.


2. Check Allow all users to run the Account Owner Report check box.


To run this report, follow the below link

http://www.infallibletechie.com/2015/06/how-to-run-account-owner-report-in.html

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How to install QTP software?

1. Go to http://www8.hp.com/in/en/software-solutions/unified-functional-automated-testing/.

2. Click "Download" or "Download Now".


(Or)


3. Enter your information and click "Continue" button.


4. Read the terms and conditions and click "I Agree".


5. Use download link to download the QTP software.

Make sure "Using Standard Download" is selected.


6. If you select the Download link, you will get a zip file.

7. After downloading the Zip file, extract it.


8. After extracting the file, install by double clicking Setup.exe.


9. Click "Unified Functional Testing Setup".


10. Click "Ok" for installing dependent software.


11. Open the application by clicking HP Unified Functional Testing short cut on the desktop.


(Or)


To record and play, check the below link

http://www.infallibletechie.com/2015/06/how-to-record-and-play-using-qtp.html

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Http BAD request 400 error - Salesforce

If we get Http BAD request 400 error, the problem is surely from our request. Check the endpoint, body, setHeader() and so on.

1. Check the URL.

2. Try HTTP instead of HTTPS and vice versa.

3. The response body will tell you more information. So, use getBody() to find what is the information the body is getting from the URL.

4. Check whether the URL has any blank space.

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Bounce Management in Salesforce

When bounce management is activated and a user sends an email to someone with an invalid email address, the email bounces to salesforce.com and the user is prevented from sending email to that address until the address is updated or confirmed.

To Configure, follow the below steps

1. Go to Setup --> Administer --> Email Administration --> Deliverability.


2. Set in Bounce Administration section.


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Discover Button in Salesforce


The Discover button helps us to read more information about the upcoming new release from Salesforce.

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Data Scrubbing

Data scrubbing is an error correction technique that uses a background task to periodically inspect main memory or storage for errors, and then correct detected errors using redundant data in form of different checksums or copies of data.

Data scrubbing is also know as Data Cleansing.

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Log Analysis from Salesforce Support

Log Analysis can be used to determine the following:

To check what a target user has accessed while using salesforce.com or information related to changes made to a specific record via the user interface. The following changes can be tracked during the users logged in session:

Record’s created, viewed, edited, updated and deleted

The information provided in the logs will not contain the old and new values of the record. Any record modified via an API will not be tracked. Examples of this would be: API integrations, applications, and Custom Apex queries.

Check the below link for detailed information

https://help.salesforce.com/apex/HTViewSolution?id=000212606&language=en_US

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System.CalloutException: no protocol Error Salesforce call out

If you face System.CalloutException: no protocol Error in Salesforce call out, please check the end point URL.

Usually we face this issue if the Endpoint URL is wrong or Blank.

Even after setting the Endpoint, if you are facing this issue, please check the URL is correct or wrong.

Use any testing tool to check whether the given URL for endpoint is correct.

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How to set default record type for user instead of profile in Salesforce?


Note:

Set Default Record Types will be available only if any object have record types in it.

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What is the purpose of "without sharing" keyword?

Even though a class without any sharing keyword by default is without sharing, it is mandatory to mention without sharing if the class will be called by another class.

If a with sharing class calls a class without any sharing keywords, then sharing rules are enforced.

If a with sharing class calls a class with without sharing keyword, then sharing rules are not enforced.

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Trigger to update losing lead information to winning Lead in merge in Salesforce

Apex Class:

public class LeadMerge {
    @future
    public static void updateLeadAfterMerge(Map<Id, String> mapLeadIdLeadSource) {
        List<Lead> listLead = new List<Lead>();
        for(Id leadId : mapLeadIdLeadSource.keySet()) {
            listLead.add(new Lead(Id = leadId, Lead_Source_Detail__c = mapLeadIdLeadSource.get(leadId)));
        }
        update listLead;
    }
}

Trigger:

trigger LeadMergeTrigger on Lead (after delete) {
    Map<Id, String> mapLeadIdLeadSource = new Map<Id, String>();
    for(Lead l : trigger.old) {
        if(String.isNotBlank(l.MasterRecordId)) { 
            mapLeadIdLeadSource.put(l.MasterRecordId, l.LeadSource);  
        }         
    }
    if(mapLeadIdLeadSource.size() > 0) {
        LeadMerge.updateLeadAfterMerge(mapLeadIdLeadSource);
    }    
}

Note:

Lead_Source_Detail__c is a custom field created in Lead to capture deleted lead's Lead Source.

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Options for Lookup relationship in Salesforce

1. Clear the value of this field. You can't choose this option if you make this field required.

2. Don't allow deletion of the lookup record that's part of a lookup relationship.


3. Delete related records also.

Note:

For option 3, we have to contact Salesforce.com support.

For more info on option 3, check the below link

https://help.salesforce.com/HTViewSolution?id=000199350&language=en_US

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Consideration when cloning a product in Salesforce?

The Clone button on a product quickly creates a new product with the same information as the existing product. Cloning products also creates any price book entries in price books that you can view.

Note:

1. Price book entries in price books that you do not have sharing access to will not be created.

2. If you have read-only access to a field, the value of that field is not carried over to the cloned record.

Steps to Clone:

1. Click Clone on an existing product.

2. Enter or change any information for the new product.

3. Click Save.

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How to deactivate Auto Response Rule in Salesforce?

1. Go to Setup --> Build --> Customize --> Leads --> Auto-Response Rules.


2. Select the Active Auto Response Rule.


3. Click "Edit".


4. Uncheck Active check box and click Save button.


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Types of tagging available in Library / Workspace / Content in Salesforce

1. Open Tagging

2. Guided Tagging

3. Restricted Tagging

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Restrictions for Approval Processes in Change Sets

Understand these restrictions before you include approval processes in change sets.

If the approval page fields include any custom fields on standard objects, you need to manually add those custom fields to outbound change sets. The View/Add Dependencies option for selecting change set components won’t include these fields.

If the approval process references any post templates that contain custom fields, then you need to resave those post templates in the originating organization before adding them to the change set. From Setup, click Create | Workflow & Approvals | Post Templates. For each post template, click Edit and then Save.

Change sets don’t include the order of active approval processes from the source organization. You may need to reorder the approval processes in the destination organization after deployment.
If you change the Unique Name of an approval process that was previously included in a change set and deployed in another organization, and you resend the approval process via a change set, a new approval process will be created upon deployment in the other organization. The previously deployed approval process will not be modified.

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How to override Add to Campaign button in Salesforce?

1. Create a VF page with standardController="CampaignMember".

Sample Code:

<apex:page standardController="CampaignMember" extensions="Sample">
</apex:page>

2. Go to Setup --> Build --> Customize --> Campaigns --> Buttons, Links, and Actions.


3. Click Edit.


4. Select the VF page created.


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How are opportunities assigned to territories in Salesforce?

Opportunities are automatically assigned to territories based on the following actions:

• Creating a new opportunity

Opportunities that you create are automatically assigned a territory when you meet both of the following conditions:
– You belong to or have edit privileges on the same territory as the account on the opportunity.
– You have no other territories in common with that account. (Note that if you have the “Manage Territories” permission, you have
access to all territories, including the parent territories of the account. In this case, you do have other territories in common with
the account, unless the account is only assigned to a single top-level territory. No territory is assigned to the opportunity.)
For example, if you are in the territories Berkeley and San Francisco and the account is in the territories Portland, San Francisco, and
Seattle, the opportunity will be assigned to the San Francisco territory.

• Running account assignment rules

When account assignment rules are run, opportunities are automatically assigned to the same territory as the account when:
How do manually assigned accounts differ from those
assigned by account assignment rules?
Territory Management FAQ
– An opportunity does not have a territory and its account is added to a territory.
– An account moves from one territory to another. However, if an account assignment rule prohibits opportunities from moving
outside a given part of the territory hierarchy, the opportunities do not move and no longer belong to any territories.
Opportunities are not automatically assigned to the same territory as the account when:
– An account is removed from a territory and not reassigned to a new territory in the same operation. The account's opportunities
from the original territory no longer belong to any territories.
– An account is reassigned to multiple territories in one operation. The account's opportunities from the original territory no longer
belong to any territories, unless the Confine Opportunity Assignment checkbox is checked.

Note: If the opportunity owner is not part of the new territory, he or she is added as an inactive member of the territory.

The following actions do not change an opportunity's territory:

• Manually assigning the opportunity's account to a territory
• Changing which account is associated with the opportunity
• Changing the account's territory as a result of account assignment rules if the opportunity and its account are in different territories
• Transferring the opportunity to a new owner.

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Considerations when setting up Salesforce entitlements

Check the below link for setting up Salesforce entitlements.

https://help.salesforce.com/HTViewHelpDoc?id=entitlements_setting_up.htm&language=en_US

To implement Entitlements, below are important steps

1. Enable Service Cloud

2. Choose the Entitlement Model

i.   Entitlements Only
ii.  Service Contracts with Entitlements
iii. Service Contracts with Contract Line Items and Entitlements

To setup Entitlement Management, use the below link

http://www.infallibletechie.com/2013/06/entitlement-management-in-salesforce.html

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Enable Content Pack Creation Permission in Salesforce Content

If this option is checked, the Create New | Content Pack option displays on the Libraries tab and users can create content packs from any documents or files in their Salesforce CRM Content private or public libraries.

If this option is not checked after users in your organization have already created content packs, those packs are not deleted and users can continue to modify metadata such as description, title, and custom fields. However, once content pack creation is no longer enabled, users cannot customize or modify existing packs. Specifically, the Clone & Customize button and the Edit | Edit Content Pack option on the content details page are unavailable.

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Types of prices in Salesforce

The different types of prices are:

Standard Price: The default price you associate with a product, which is automatically included in your Standard Price Book.

List Price: The custom price associated with a product in a custom price book. For example, let’s say you need one set of prices for domestic orders and another for international orders. List prices can be lower or higher than standard price.

Sales Prices: The prices applied to products that you add to your opportunities or quotes. Sale prices can be different than both list prices and standard prices. For example, if you need to offer a special discount on an opportunity.

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Changing Multiple Leads owner at a time

Change Owner button:


Mass Transfer Option:


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Archived Activities

Salesforce archives certain events and tasks every Saturday at approximately 5:00 AM Greenwich Mean Time (GMT). You can view archived activities in certain locations in Salesforce.

Activities Archived by Salesforce:

1. Events due more than 365 days ago

2. Closed tasks due more than 365 days ago

3. Closed tasks created more than 365 days ago, if they have no due date

To View Archived Activities:

1. In weekly data export files

2. By clicking View All in the Activity History related list

3. In the printable view of the Name or Related To record

4. By using the URL for the activity, if you know it

5. Archived activities aren’t included in activity list views or reports.

Additional Considerations for Activity Archiving

1. Sandboxes
When you create or refresh a sandbox, archived activities aren’t copied.

2. Deletion
Archived activities can be deleted manually, but Salesforce doesn’t automatically delete them.

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Delegated Admins in Salesforce

Delegated administrators can:

Manage Users:

1. Create and edit users in specified roles and all subordinate roles. User editing tasks include resetting passwords, setting quotas, creating default opportunity teams, and creating personal groups for those users

2. Unlock users

3. Assign users to specified profiles and permission sets

4. Create public groups and manage membership in specified public groups

5. Log in as users who have granted login access to their administrator

Manage custom objects:

1. Fields, Page Layouts and Record Types

2. Validation Rules

3. Custom Tabs

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Knowledge Synonyms

Synonyms are words or phrases that are treated as equivalent in searches. For example, if the following synonym group is defined: US, USA, United States, United States of America then a search for USA matches items that include United States of America, United States, and US.

1. Go to Customize --> Search --> Knowledge Synonyms.


2. Click "New" button.


3. Click "Save" button.


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Data Categories in Salesforce Knowledge

1. Go to Customize --> Data Categories --> Data Category Setup.


2. Enter Group name and Save.


3. Add Sub Data Categories.


4. Activate the Data Category.


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