Salesforce CRM Questions & Answers

To move changes within the Salesforce environment, one must use the Change set. Change Sets are a combination of packed sets that are created under the same environment.

Metadata refers to fields, configuration, code, logic, and page layouts that come together to form your Salesforce environment's architecture and feel. On the other hand, Data is user information such as name, account information, contacts, and so on.

A Queue is a virtual container that stores information about records and tasks. It is especially useful when multiple users must work on the same records.

Salesforce Custome 360 improves business experience by giving them a 360-degree view of each customer. It is laced with products like artificial Intelligence, service, marketing, commerce, etc.

One can view Salesforce system status & scheduled maintenance on the Salesforce official website and go to their status section, i.e., status.salesforce.com

Some of the automation tools available to admins in Salesforce are as follows:

• Helps you automate the process by making new records
• Give additional power to the admin to solve complex problems
• The optional add-on provides advanced automation capabilities for the sales team.

There are two types of relationships available in Salesforce:

• Look-up relationship: records are related to one another in a one-to-many fashion
• Master relationship: In this, the child class cannot exist without its parent class.

Page Layouts are fields displayed on your record. They allow adding fields, sections, custom buttons, and other features. However, Record Types allows you to offer different business processes, picklist value, and Page Layouts.

Here are some of the ways via which Account and Contact information can be imported into Salesforce:

• Data Loader: It allows you to import, export, update, and delete a large chunk of data in one go
• Data Import Wizard: This allows the user to import data from Salesforce. It is used from within the application
• Dataloader.io: An advanced cloud-based data loader that allows you to enter a set of imports and exports.

A Junction Object is an object that allows you to create many-to-many relationships in Salesforce. It comes in use when a normal parent-to-child or one-to-many relationship doesn’t work.