SFDC Q&A

1. What is the difference b/w Public groups and Queues?

Public Group: If you want to share some information in your organization among some users, we make a public Group. The Public Group is the group of some selected users, then we can share information or assign some work to the group. e.g – We can send an email alert to a public group.

Queues are used when you want to assign a record to a bunch of users. With the help of queues, you can assign a record to multiple users (using queues) so that any member of the queue can work on the record. e.g – Assign record (Change owner) to queue.

2. How to store dynamic Record URL In Formula Field?

Ans ~

If we need the record URL in formula field we can use the formula given below. This URL will be dynamic based on the salesforce orgs (sandbox, Production).

LEFT($Api.Partner_Server_URL_260, FIND( ‘/services’, $Api.Partner_Server_URL_260))+ Id

3. How to identify object names based on Salesforce record IDs?

Ans – We can know the object name based on the record id. getsObjectType() method tells us the object name.

Id sampleRecId = ‘0012x000003dKqg’;

System.debug(‘Object Name = ‘+ sampleRecId.getsobjecttype());

4. What is the “Big Deal Alerts” feature in Salesforce?

This feature automatically sends an email to users whenever an opportunity reaches a threshold of amount and probability. For example, set the threshold to trigger an alert when the opportunity of more than $10000 and the probability of 90%. The alert sends the plain text message in the email.

  1. In Setup, use the Quick Find box to find Big Deal Alert.
  2. Name the alert.
  3. To activate the alert when you save it, select Active or leave the option deselected and activate the alert later.When you activate the alert, emails are immediately triggered for all open opportunities that meet the threshold.
  4. Enter a threshold: a trigger amount in the corporate currency, and a trigger probability.
  5. Enter Sender settings
    1. Enter the name and email address you want to show in the From field of the email.The email address must be your own Salesforce email address (as shown in your Salesforce profile) or a verified org-wide email address.
    2. In the User field, select yourself.

6. Enter the email addresses of recipients, separated by commas.
If you’ve enabled compliance BCC emails, the BCC: field isn’t available.

7. To send alerts to opportunity owners, select Notify Opportunity Owner.
8. Click Save.

5. What is “Opportunity Update Reminder”?

Enable update reminder in your Salesforce org to let managers automatically send a report of the team’s open opportunities to their direct reports in the role hierarchy.