Salesforce Fundamental I Flashcards
Common Declarative Tools
Workflow Rule
Process Builder
Flow Builder
Approval Process
Validation Rule
Quick Action
Formula Field
Roll-Up Summary Field
Quick Actions
Common Programmative Tool
Apex
Web Services
Email Services
Visualforce Lightning Components
SOAP & REST API
Boundaries of Declarative Customization
-Declarative tools are generally cheaper, faster, require less maintenance, receive automatic upgrades from Salesforce, and aren’t subject to governor limits
When to use it
Declarative customization is generally used when the use cases are simple and out-of-the-boxfunctionality can be used to meet the requirements.
COMPLEX USE CASES: Simple to complex use cases can be covered by Flow Builder, which is the primary tool for implementing declarative automations.
When to use Programmatic Customisation
-Programmatic solutions support complex business processes that are unsupported by the existing functionality
-Apex code is required for complex use cases and custom transactional logic.
What is a Maanged Packa
Managed packages require to be created from a Developer Edition org and are typically used by Salesforce partners to distribute and sell applications to customers.
-Managed packages can be sold and distributed as part of a subscription and maintained or upgraded by the AppExchange vendor.
-Managed packages are fully upgradeable, wherein the upgrades may contain new functionality or updates to adapt to Salesforce releases.
-Managed packages provide support for license enforcement features that allow developers to manage user-based licenses to the app.
Managed Packages can contain locked and limited unlocked components, so some customization is possible but limited to ensure that upgrades will be successful.
-Managed packages provide intellectual property protection. Subscribers are not allowed to access or view the Apex code, for example, of a managed package.
What is an unmanaged package
Unmanaged packages are used to distribute open-source projects or application templates to other orgs.
-Unmanaged Packages are not locked or protected, so all components can be modified to change or extend functionality in the organization they are installed in.
-An unmanaged package cannot be upgraded by the developer who created and uploaded it.
-Components such as Apex code can be modified and customized.
What are the 3 types of apps
-Native apps are self-contained, can be built in Salesforce Setup using clicks instead of code, and don’t depend on any external applications.
-Composite apps are built with a combination of Force.com and other technologies/external services or systems.
-Clientapps use the App Exchange API exclusively and run outside the context of the Salesforce user interface
What are the difference between Profiles and Permission sets.
-Profiles determines base-level permissions, whereas permission sets are used to extend permissions.
-Users must be assigned to one profile.A user can have zero to many permission sets.
-Profiles are used to grant the minimum permissions and settings that every user needs.
-Permission sets are used to grant additional permissions without changing anyone’s profile.
Basic Data Import
Basic Data Import can be used to import contacts and leads using a simplified import flow.
-A system administrator can turn on Basic Data Import in Salesforce Setup. Users who have the permission to import data can use the Import from File option to import contacts or leads using a guided process.
-Basic Data Import offers an easy to follow, guided import experience that uses the same data matching and import rules as the Data Import Wizard. Automated matching finds duplicate records in the system.
-A sample CSV file ensures that the data is in the right format. Fields in the file can be mapped to fields in Salesforce using easy to select options. Mapped fields can be previewed.
Data Loader
-If a picklist value does not exist, and the picklist is unrestricted, the record is still imported, but the value is not added to the list of active picklist values and cannot be selected for other records.
-If a picklist value does not exist, and the picklist is restricted or uses a global value set, the record is not imported.
-It is used for bulk import, update, delete, or export of data.
-It supports large files with up to 5 million records.
-Workflow is triggered for any inserted or updated records that meet the workflow rule criteria.
