Salesforce Q&A Part 2:

Configuration Continued:

Q) What are the different ways of sharing a record with an user in Salesforce?
Ans.  OWD, Profile, Role, Permission settings.

Q) What is sharing rule in Salesforce?
Ans.  Sharing rules are used to extend sharing access to users in public groups, roles, or territories. The access can be both Read only/Read Write access.

Q) Can we override OWD?
Ans. Yes, it is overridden whenever you declare a permission set or create a sharing rule. Sharing rules create automatic exceptions to OWD to provide greater access to user(s).

Q) What is a validation rule and why we use it?
Ans. Validation rule validate data entered by user or a program to salesforce record. it is used to improve and maintain data quality.

Q) What is the return type of validation rule?
Ans. Formula or Expression returns Boolean.

Q) When does a validation rule display an error message?
Ans. Expression/Formula returns True.

Q) Methods/Process to set a field mandate.
Ans. Field level requirements, Page-layout and Validation rule.

Q) During lead conversion how to determine what fields to choose?
Ans. Before converting to lead, go to object manager and select the Lead. Go to the custom field part where we will find map fields.
There we can select our mapping what field shall be mapped to what and then save it. while converting it will be taken care of.

Q) What is Global pickList? why shall this be used?
Ans. Efficiently reuse a single list of values for multiple custom picklist fields.
Global picklists make it easy to share picklists across objects by letting you create picklist fields based on a master list of values.
A global picklist is by definition a restricted picklist. When you create a global picklist, the list of values you specify is “locked” so you can add or change values only by editing the global picklist.

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