Lightning Knowledge uses user profile permissions or permissions sets to give agents access to authoring actions. In contrast, Knowledge in Salesforce Classic uses public groups and article actions.
2. Knowledge User checkbox on the user detail
By default, all internal users with Read permission can read published articles.
Knowledge uses user profile permissions or permissions sets to give
agents access to authoring actions. In contrast, Knowledge in Salesforce
Classic uses public groups and article actions.
To do more than read articles, agents need the Knowledge User license.
To enable, check https://www.infallibletechie.com/2014/05/how-to-enable-as-knowledge-user-in.html
3. Difference between LiveMessage and Digital Engagement Messaging
Salesforce Classic LiveMessage
Salesforce Classic LiveMessage is in a managed package.
Supports Short Code.
Digital Engagement Messaging
Digital Engagement Messaging resides in Lightning and is provisioned via a Permission Set License.
Only supported in Lightning and Lightning Service Console.
Short code is not supported.
4. Debug Log Trace Entity in Salesforce
Trace flags set logging levels (such as for Database, Workflow, and Validation) for a user, Apex class, or Apex trigger for up to 24 hours.
Select Automated Process from the drop-down list to set a trace flag on the automated process user. The automated process user runs background jobs, such as emailing Chatter invitations.
Select Platform Integration from the drop-down list to set a trace flag on the platform integration user. The platform integration user runs processes in the background, and appears in audit fields of certain records, such as cases created by the Einstein Bot.
Select User from the drop-down list to specify a user whose debug logs you’d like to monitor and retain.
Select Apex Class or Apex Trigger from the drop-down list to specify the log levels that take precedence while executing a specific Apex class or trigger. Setting class and trigger trace flags doesn’t cause logs to be generated or saved. Class and trigger trace flags override other logging levels, including logging levels set by user trace flags, but they don’t cause logging to occur. If logging is enabled when classes or triggers execute, logs are generated at the time of execution.
5. Composite Request REST API in Salesforce
Executes a series of REST API requests in a single call.
The response bodies and HTTP statuses of the requests are returned in a single response body.
The entire request counts as a single call toward your API limits.
request body contains an allOrNone flag that specifies how to roll back
errors. If true, entire request is rolled back. If false, the remaining
subrequests that don’t depend on the failed subrequest are executed. In
either case, the top-level request returns HTTP 200 and includes
responses for each subrequest.
Controls whether the API collates unrelated subrequests to bulkify them (true) or not (false).
subrequests are collated, the processing speed is faster, but the order
of execution is not guaranteed (unless there is an explicit dependency
between the subrequests).
If collation is disabled, then the
subrequests are executed in the order in which they are received. Use
this field if you have dependencies between your subrequests and you
need to control the order of execution. If you don’t have an explicit
dependency between your subrequests, then set collateSubrequests to
For more information, check https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_composite_composite.htm
6. Batch Request REST API in Salesforce
Executes up to 25 subrequests in a single
request. The response bodies and HTTP statuses of the subrequests in the
batch are returned in a single response body. Each subrequest counts
against rate limits unlike Composite Request.
serially in their order in the request body. When a subrequest executes
successfully, it commits its data. Commits are reflected in the output
of later subrequests. If a subrequest fails, commits made by previous
subrequests are not rolled back. If a batch request doesn’t complete
within 10 minutes, the batch times out and the remaining subrequests
Controls whether Salesforce should stop processing subrequests if a subrequest fails. The default is false.
the value is false and a subrequest in the batch doesn’t complete,
Salesforce attempts to execute the subsequent subrequests in the batch.
the value is true and a subrequest in the batch doesn’t complete due to
an HTTP response in the 400 or 500 range, Salesforce halts execution.
It returns an HTTP 412 status code and a BATCH_PROCESSING_HALTED error
message for each subsequent subrequest.
7. Common Name
The Common Name (AKA CN) represents the server name protected by the SSL certificate. The certificate is valid only if the request hostname matches the certificate common name. Most web browsers display a warning message when connecting to an address that does not match the common name in the certificate.
In the case of a single-name certificate, the common name consists of a single host name (e.g. example.com, www.example.com), or a wildcard name in case of a wildcard certificate (e.g. *.example.com).
The common name is technically represented by the commonName field in the X.509 certificate specification.
8. Maximum number of concurrent clients per Organization in Streaming API
The limit is not based on Hourly or Daily.
The limit will be released once any of the user Unsubscribe the particular PushTopic.
However, the default limit is 2000 only for Subscriber when the are doing it through Cometd.
For internal user, it should not count against the limit.
Reference Link – https://resources.docs.salesforce.com/sfdc/pdf/api_streaming.pdf
9. Default Presence Configuration in Omni-Channel
When you enable Omni-Channel in your organization, Salesforce creates a presence configuration for you, called the Default Presence Configuration. All your agents are assigned to that configuration automatically. However, you can create a presence configuration and assign individual agents to it to customize Omni-Channel settings for a subset of your agents. If you reassign agents to a custom presence configuration, they’re excluded from the Default Presence Configuration.
10. Can we do a callout from flow synchronously?
No. Like trigger, we cannot do callout from apex action in Flow.
Callout should be done asynchronously like using future method.
11. Can we do DML and Callout in the same transaction.
Yes. But, DML should be done after the Callout. We cannot do DML before a Callout.
You can’t make a callout when there are pending operations in the same transaction. Things that result in pending operations are DML statements, asynchronous Apex (such as future methods and batch Apex jobs), scheduled Apex, or sending email. You can make callouts before performing these types of operations.
12. Salesforce Data Centers
13. Assign Records Created by Guest Users to a Default Owner permission in Salesforce Community
To increase the security of your Salesforce data, set up your org so that guest users are no longer automatically the owner of records they create. Instead, when a guest user creates a record, the record is assigned to a default active user in the org, who becomes the owner.
Having an internal org user be the owner of records created by guest users is a Salesforce security best practice. While we strongly encourage you to assign a default owner, changing record ownership can affect your guest users’ ability to access records.
Although one might be able to grant Update/Delete object permissions to the guest user, whether that be via the profile or permission sets, the guest user will still not be able to edit or delete records due to the removal of write sharing access after security updates “Secure Guest User Record Access” and “Automatically Assign Records Created by Guest Users to a Default Owner”.
The overall recommendation and best practice is to address “Read” and “Create” needs with the permissions on the Guest User Profile, record read visibility via Guest User Sharing Rules, and Edits by Apex methods residing in classes running in without sharing mode.
Best Practices – https://help.salesforce.com/articleView?id=networks_guest_record_default_owner_best_practices.htm&type=5
14. Secure guest user record access setting permission in Salesforce Community
guest user record access setting limits the visibility and access that
guest users have to your org’s data. When it’s enabled, guest users:
Have org-wide defaults set to Private for all objects. This access level can’t be changed.
Can’t be added to queues or public groups.
Can’t be given access to records through manual sharing or Apex managed sharing.
be granted Read Only access to records through guest user sharing
rules. Guest user sharing rules are a special type of criteria-based
sharing rule and count towards the limit of 50 criteria-based sharing
rules per object.
15. Renewal Forecast in Salesforce CPQ
Once renewal forecast is checked a Renewal Opportunity will be created (unless one is defined in the Renewal Opportunity field on the Contract), and a temporary “ghost” Quote and related Quote Lines are created.
This is because Salesforce CPQ must run the entire pricing engine against the renewed subscriptions, including all Price Rules and the Quote Calculator Plugin (QCP), if one is present. After pricing calculations are completed, these quote lines are synced to the Opportunity Products as if a primary quote had been created. When this sync is complete, Salesforce CPQ removes the “ghost” quote and what is left is the Opportunity and the Opportunity Products.