Page layouts, Record Types, Mini page layouts, Lookup Filters, Compact layouts:
Page layouts
What is Page layout in sales force?
Page layout in Sales force is the visual representation of an object's detail page in Sales force. It is used to define the fields, buttons, related lists, and other components that appear on a record's detail page
How many page layouts can be assigned to a profile on a object?
A profile can be assigned up to two page layouts on an object in Sales force.
However, it is important to note that a profile can only have one active page layout at a time.
In the page layout section which features available?
fields
buttons
Quick actions
Mobile & Lightning actions
Expanded lookups
Related Lists
Report Charts
What is Compact layout?
Compact layouts is group of fields, control which fields appear in the header.
Sales force that allows you to view and manage records in a more streamlined and simplified way.
Compact layouts support all field types except text area, long text area, rich text area, and multi-select picklist
How many fields can we add in Compact layout?
10 Fields
What is List Views?
List view allows us to filter the list of records on an object’s tab
How may List views can we create per object?
100 List views
In List View how many fields we can able to add maximum?
15 fields
Which options is available while creating list view?
Only I can see this list view
All users can see this list view
Share list view with groups of users
you will not delete any record if you delete your list views?
Yes, on deletion of list view records won’t be deleted.
In the list view can we show a field which is not available in the page layout?
Yes
What is lightning pages?
A Lightning page is a custom layout that lets you design pages for use in the Sales force mobile app or Lightning Experience.
Lightning pages occupy a middle ground between page layouts and Visual force pages.
Like a page layout, Lightning pages allow you to add custom items to a page.
App Page
Home Page
Record Page
Email application pane
It's Support these components
Standard Components
Custom Components
Third-Party Components on AppExchange
What is Dynamic pages or Dynamic forms?
The premise of Dynamic Forms is to create user centric, intuitive page layouts that display the right information at the right time.
Over time, the page layout, or “Details” section in Lightning pages, can become congested with fields. Improve page load times.
What does lightning page mean?
Page like home, record and app are known as lightning page because we are creating them in lightning experience.
What is the goal to have a home page? is it summary or what?
To have generic component related to app.
What is difference between Page layout and lightning page?
Page layout is more on fields and related lists.
But on Lightning Page we can place many standard and custom components.
How many components place on home page? Is there any limitation?
No. But you should place limited so that user needs to scroll less.
After we save can we change who can see the home page?
Yes, you can control it through profiles
Can we change the page template after save? Or we need to make new lightning page?
You need to create a new one
Can we create mobile app and website using sales force?
Mobile app is already there that you can download on your phone. Website you can create using Experience Site
Standard components are available according to the record page you are setting up?
Yes
Under recently viewed List view unable to add fields to display how can we do that?
It can be done through Search Layout Option. Which is available under object manager.
How to delete a custom object if it is used in apex classes and vf pages?
You cannot delete an object if it is referenced somewhere like apex or vf.
What happen if you delete the home page? you will delete any data?
No
What is the relationship between page layout and lighting page?
Page layout is placed on the lighting page.
On the lightning page we can place more standard and custom components.
How can you identify Standard and Custom home Page , if we give label home to custom home page?
You can find custom home pages under lightning app builder. Search lightning app builder in setup
You can share the home page only with any profile ?
App and Profile
So if we have multiple apps then will it accept Label as "HOme" for all apps?
Yes but API name should be different for multiple home pages.
Also can we have multiple home pages for multiple profiles?
Yes, in one app you can have two home pages assigned to different profiles.
Record pages exist by default on standard objects or you should create like in custom object´s records?
For both standard and custom object, record pages are available by default.
What is use of Lighting App builder ? What type of app we can create from this ?
Lightning App Builder is there to create lightning pages like home, record and app page.
We cannot create from app builder. App you create through App Manager.
what is managed package ? How we can use it?
Managed package you can download through App Exchange. You won’t be able to do any changes in the components provided by managed package.
What are the Flexi Pages in Sales force?
Lightning pages are known as Flexi Pages in the API, but are referred to as Lightning pages in the rest of the Sales force documentation and UI.
Can we edit standard object record page ?
Yes, after editing you need to activate them
App page and home page are same?
No
How many types of record pages are available in app builder?
Record Page does not have any type. They are available for each object.
Different between app manager and app builder?
App Manager is used to create apps whereas app builder is used to create lightning pages like home, record and app page.
Can we use visual force in lightning too?
Yes
What are the uses of Dynamic Forms?
->An instant upgrade from page layouts
->Dynamic layouts - Use visibility rules to show and hide fields and sections
->Simpler layout management
How Many ways can we create Dynamic forms?
Create a custom object record page
Open an existing record page
What is Global Actions?
Global actions let users create records, but the new record has no relationship with other records. And they're called global actions because they can be put anywhere actions are supported—on record detail pages, but also places like the feed or Chatter groups.
These can be added to any page that supports action. For example, home page, chatter tab, and object pages
What are the Object Specific actions in Sales force?
Create Records
Update Actions
Log a Call
Custom Actions
Send Email actions
What is Mini Page layout in sales force?
Mini Page Layout is a layout defined from the existing “Page layout”.
It is a subset of units existing in page layout. It is defined to show hover details when you mouse over a field on an object's detail page or in the Recent Item section of the sidebar
What is search layouts?
An ordered group of fields that are displayed when a record is presented in a particular context such as in search results, a lookup dialog, or in a related list
What is In line editing?
On the detail page with out clicking on Edit Button we can edit the fields, if it is not read only.
What is the purpose of using Record Types in Sales force?
The purpose of using record types in Sales force is to provide different business processes, page layouts, and picklist values for the same object based on the specific needs and requirements of an organization.
How many record types can be created for an object in Sales force?
200
Can record types be used to control the picklist values available on a page layout?
Yes
Can record types be assigned to specific profiles in Sales force?
Yes
How can you set a default record type for a user in Sales force?
Go to Setup in the top right corner of the page.
Type "Record Types" in the Quick Find box and select Record Types.
Click on the object for which you want to set the default record type.
Click on the record type you want to set as default.
In the "Record Type Assignment" section, click on the "Set as Default" button for the desired profile. Save your changes.
Can a custom object have multiple record types in Sales force?
Yes
How does record type impact the page layout assignment in Sales force?
Every record type having their own page layouts, based on record type we can customize which fields want to display.
Can you assign multiple page layouts to a single record type in Sales force?
No, A record type can only be associated with a single page layout
How does record type impact the business process assignment in Sales force?
Can a record type be deleted in Sales force once it is created?
Yes we can, but deactivate ones we can able to delete, and also there is no dependency available in that record type
What is Lookup filter?
Lookup filters in Sales force are used to restrict the values that are displayed in a lookup field, based on specific criteria
Improve user productivity and data quality with lookup filters.
Where we can create and Use Look Up filters?
-> For Custom Help
-> Error Messages
-> Working with Master-Detail Relationship Fields
-> Profile-Based Lookup Filters
-> Record IDs vs. Record Names
-> Testing
-> Dependent Lookups on Page Layouts and Mini Page Layouts in the Console
-> Lookup Filters and the Lookup Filter Fields Search Layout
Lookup filter criteria can’t reference which types of fields?
Relationship fields on activities
System fields that are always read only, such as Created By and Modified By
Relationship fields that support queues, such as Case Owner and Lead Owner
Notes : Each Object can have up to 5 active look up filters
In classic you can use unlimited
Lookup filter criteria can’t reference which types of fields in Source Object?
Auto number
Encrypted
Geolocation
Long text area
Multi-select pick list
Roll-up summary
Text
Text (Encrypted)
Text area (Rich)
Text area (Long)
Time
URL
Formula
Your organization wants to link tasks to accounts, but you only want tasks to be associated with accounts that are active. How can you accomplish this using lookup filters?
To link tasks to active accounts using lookup filters,
you can set a filter on the "Account" lookup field on the Task object to only show records where the "Active" field on the Account object is equal to "True".
This ensures that only active accounts can be associated with tasks. You can set this filter in the lookup field's properties in the setup area of your organization's Sales force instance.
Can we edit name of existing list views of standard object?
Yes but only label not API names.
What is use of duplicate rules in sales force and where we can use it?
To prevent duplicate records creation
which of both is recommended? bypass or enforce sharing rule?
It will depend on the business requirement.
If we use enforce sharing rule and later on user will get access the record which will be duplicate, what will happen ?
In that case record is already created so if you update the record then user will be duplicate message.
What is Duplicate Rule?
Prevent creation of duplicate records. It shows either warning or block record creation. We can create reports on duplicate records as well
What is Matching Rule?
Here we need to set the criteria for duplicate check
Differentiate between matching rule and entry conditions?
Entry condition will check whether you want to check record for duplicate or not.
Whereas matching rule check potential duplicates.
Matching rule is compulsory for Duplicate rule?
Yes
So just defining duplicate rule is enough and we can avoid defining matching rule ?
No Both are required
Will these duplicate rules also be valid on data upload?
Yes, if you want to bypass then deactivate duplicate rule
Can we customize this error message or it is out of the box ?
Out of the box
How many Duplicate rules are used for any particular Object?
Five active Duplicate rules per object
You can add up to three matching rules in each duplicate rule, with one active matching rule per object
What is the better practice to using Block or Allow?
Depends on business/project requirement
Will this dedupe rule applicable for records created from website or outside sales force?
Yes
What does mapped mean under matching rule?
It means matching rule is mapped with duplicate rule
Is there any order for the duplicated rule to give error ?
No
Is it possible create duplicate rule using another way using workflow or process builder or flow?
Yes, through flow and trigger
Can we add activities to custom objects?
Yes
If I add 10 user and I want all 10 user assign same task automatically. how I can do this?
Create a public group and assign task to public group.
Could we put activities on record page with checking "Track Activities " on the object?
In we check the checkbox then Activity component will be available automatically on the record page.
Is activity considered as quick actions?
Yes, Object specific actions
Is even, task have relationships with other objects?
Yes, Task/event these are child to other objects.
Are you going to explain quick actions , global actions and specific object actions?
Yes, while working with Flows
While Creating the record through Flow, the duplicate rule is Active while inserting the record, is it through prevent the record insertion while matching the duplicating rule?
Yes
What is the difference between feed tracking and field history tracking?
Feed tracking show old and new values of changes field in chatter component where as in field history tracking it shown in history related list.
Chatter is components, so it´s not used for creating records or working with records, objects...etc.?
Yes, it is for communication purpose only.
Field history tracking limitations?
20 fields can be tracked per object.
How many maximum fields can be added in feed tracking?
20
Is Chatter like Messenger that allows employees talk to each other and share information?
Yes, communication will be record specific if the chatter component is placed on a particular object’s record page
Can you enable both in a new project and later change to use one or other?
Yes, also it depends on the client which feature to use feed or field history.
Does feed tracking impact the performance of the page, since its adding more features like a time line?
No
How to enable the audit trail?
It is enabled by default.
What is activity component?
Activity component enables users to use following actions:
Event, Task, Email, Log a call
Global Action and Object specific Action?
Global Action : One can execution operation without open any record on object
Object Specific Action : Can be executed through records of an object