Last Updated on October 16, 2021 by Rakesh Gupta
How is Role Different from the Profile?
Roles and Profiles are two different concepts in Salesforce.com, Some of the basic differences are:
Profile helps to put restrictions on the Object whereas the Role helps in opening the records to the users above the Role Hierarchy
Profile manages the Salesforce.com License, Tabs Settings, Record types, Page layouts, General Settings, Administrator Settings etc; Role hierarchy does not do any of these things
- A profile is Mandatory, Role is not.
- If a user doesn’t have any role he/she can view only their own data.
What are the different ways of making a field mandatory?
Ways of making the field mandatory are:
Page Layout:- Field can be made mandatory from the page layout when it needs to be made mandatory for a set of users
Field Level Security:- Field can be made mandatory from the FLS when it needs to be made mandatory for all the users in the Organization and even from the API’s
Validation Rule:- Field can be made mandatory by the Validation Rule when it needs to be made mandatory for user who is using the same Page layout used by other users
Salesforce.com recommends using the validation rule option for making the field mandatory.
What are the Different Ways in which leads can be created in Salesforce?
Some of the ways in which leads can be generated and created in Salesforce are
Walk into a company: User comes to the company office and then Salesforce.com rep manually creates the Lead
Data Base bought by the company and then leads loaded via Data Loader/Import Wizard in salesforce
Leads created because of the Campaigns, Seminars, and Tradeshows
Web to Lead: Lead coming through company website
Email to Lead & SMS to Lead can be custom build for the Organization
Can a Contact be part of Partner Portal as well as Customer Portal?
Yes, a contact can be part of a Partner Portal as well as Customer portal in salesforce.com.Customer Portal and Partner portal depend on the user object and are not related to the contact object. So to enable both portals for a Contact we need to create two users which will utilize two different salesforce.com licenses, one license for Customer portal and other for Partner portal. Both users created for a same contact will have two different profiles, One for Customer portal and other for Partner Portal.
When are the Record types used?
Record Types are used in the following two cases
To assign the different Page layouts to different users based on their profiles
To enable different sets of Standard/Custom Picklist values for two different users using the same page layout