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Showing posts from April, 2021

Admin Assignment Task(All in one requierment)

  Design a system as per the below business requirement: (Lightning) Persona: · Account Sales Rep’s · Account Managers Teams: Earth Team (queue) Mars Team (queue) Special care Team (queue) Proposal Team (Public group) Clearance Team (Public group) Hierarchy: Account Sales Rep’s report to Account Managers. Under one Account Manager, there can be 5-10 Sales reps. Account managers must be able to see opportunities belonging to all sales reps under them. Requirements: 1. Our leads are generated from an external system, however, when they are loaded into salesforce, we would need them to be routed to different Queues. · All leads with source “Earth” need to go earth team. · All that have a source as “Mars” need to go to Mars team. · Any lead record with no source should be assigned to the Special care team. 2. All leads will have a score associated which p...

Salesforce Integration with MuleSoft

 Salesforce Integration with MuleSoft Once we integrate salesforce with mulesoft we can access, update, delete and query data. Prerequisites: Salesforce Account Salesforce connectors mulesoft account with Anypoint studio Security token. Process: * Salesforce connectors (Anypoint) are a secure way of connecting and accessing data from mulesoft.

Top Asked Salesforce Admin Questions and Answers

 1. How can you grant access to the profile to the user? Ans: Security control -> Delegated Admin, Add user to here. 2. what are Custom Metadata types in SF? Ans: Custom Metadata types are objects used to define a structure for application metadata. Fileds and values in the metadata types are metadata, not data. Metadata is pretty handy to imported into SF, modified in the interface, and manipulated using metadata API. Instead of storing hard coded data custom metadata let you configure the app by reusable functionality that determines behavior based on metadata and can be customized using declarative tools. Uses Creates association between different objects, use in Apex code, use in extension packages. Fileds supported by metadata types are Checkbox, data, date/time, number, picklist, text, text area, and URL. 3. Custom Label: The custom label enables developers to create a multilingual app by automatically presenting info in users' native language. a custom label is custom tex...