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Wednesday, April 24, 2013

SalesForce Technical Questions Part6 .............



1.  What is difference between WhoId and WhatId in the Data Model of Task ?
Ans :
WhoID refers to people things. So that would be typically a Lead ID or a Contact ID
WhatID refers to object type things. That would typically be an Account ID or an Opportunity ID


2. Where is the option of the report for the “Custom Object with related object” and what are the condition to generate related reports?
Ans :
If the parent object is the standard object provided by the salesforce like “Account”, “Contact” then the report will be in there section with related custom object.
If both objects are the custom then the report will be in “Other Reports” Sections.
Following are the conditions to get the report of related objects:
  • On both the objects, Reports option must be enable.
  • The relationship between both of them must be “Master – detail relationship”.


3. How you can provide the User Login (Authentication) in Public sites created by Salesforce.
Answer : We can provide the authentication on public sites using “Customer Portal”.


4. How to restrict the user to see any record, lets say opportunity?
Ans : set up opportunity sharing to be private.  If both users are admins or have view all records on opportunity, then that overrides private sharing.


5. How to delete the users data from Salesforce?
Ans : To delete the Users Data go to Setup | Administration Setup | Data Management |  Mass Delete Record, from there select the objects like Account, Lead etc and in criteria select the users name and delete all records of that user related to particular object.



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