REST API is one of several web interfaces that you can use to access your Salesforce data without using the Salesforce user interface. With API access, you can perform operations and integrate Salesforce into your applications as you like. How to create a Salesforce ‘user’ with REST API? “Salesforce manages all authentication for Apex callouts … Read more
There are different types of reports grouped into several categories: Category Salesforce standard report types Accounts & Contacts – Accounts – Contacts & Accounts – Accou … Activities – Tasks and Events – Events with Invitee … Administrative Reports – Users – Reports – Documents Other Sale … Campaigns – Campaigns – Campaigns with Contacts … Read more
Salesforce reports and dashboards are the analytical side of the CRM. They are used to convert business requirement into Visual representations like Graphs, Pie Charts, Tables, Scatter Chart, Gauges, Metrics, Funnel chart Funnel chart Funnel charts are a type of chart, often used to represent stages in a sales process and show the amount of … Read more
A reporting snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object’s fields with the report’s data. Full … Read more
Standard Salesforce Report Types Tabular Reports. Tabular reports in Salesforce are the basic type of reports that display the desired data in rows, and look almost like Excel spreadsheets. Summary Reports. Typical reports that most people use in Salesforce are Summary reports. … Matrix Reports. … Joined Reports. … A report type defines the set … Read more
Reparenting allows you to edit the parent details of the Object, which is not allowed to edit. (Eg.Employee). Checkout Salesforce Interview Questions How to create Reparenting? Click on the “ Employee ” Object edit >> Custom fields and relationships >> Edit >> master-Detail Options >> Allow Reparenting >> Save. Hi, Reparenting means when we change … Read more
Remote action function in salesforce allows user to access any method from any class through javasrcipt methods, and get the result as a javascript object for further manipulation.The RemoteAction annotation provides support for Apex methods used in Visualforce to be called via JavaScript. This process is often referred to as JavaScript remoting. Remote action function … Read more
Lookups vs. Master-Detail Relationships Lookup relationship Master-detail relationship Loosely coupled. Strongly coupled. Roll-up summary field not available. Roll-up summary field is available.. Parent record is not required when creat … Parent record is required in order to sa … Lookup fields are not required on the pa … Master-detail field is always required o … … Read more
Contacts and Accounts have a lookup relationship but this relationship has a property called CascadeDelete that’s why the contact is deleted when the parent object is deleted. Account and contact behaves as master detail logics its a standard functionality in salesforce but on UI it is a lookup relationship . How to relate contact to … Read more
A recursive trigger in Salesforce is one that performs an action, such as an update or insert, which invokes itself owing to, say something like an update it performs. Recursion is the process of executing the same task multiple times. There may be chances to hit the Governor Limit with Recursive Trigger. A recursive trigger … Read more