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Here we can see web to lead set enabled checkbox is checked. By default web to lead is enabled in sales force. And default lead creator is owner of the lead creator in Salesforce. By default it will display System Administrator who created Salesforce organization. Here you can see the familiar list of fields to display on the web to lead form including custom fields from Lead object.

Next click on Generate button then you will navigate to following screen. Take that code and do customization to that code according to your requirements. You can add your company logo and you can do additional customization to that HTML code.

You can see list leads that you got from Salesforce web to lead by clicking on the leads TAB in Salesforce. Hi em, Yes,it is possible. Thanks for your time! While adding comment, there is a check box to receive blog notification, please check it and add a comment.

I want to use web to lead form as a contact us box on my website. Will web to lead send an automatic email to me every time someone submits an inquiry or do i need to log on to see the inquiry?

We work tirelessly to ensure all customers have the highest level of data protection, privacy, and control. Read the whitepaper. Quip Logo. This is accompanied by some of the most advanced digital transformation tools available. Corteza is outward looking, supporting mass adopted protocols and standards. It embraces popular, third-party technology and provides a secure platform from which to engage with it.

Corteza is and always will be free and open source software, developed in a Foundation context. Built predominantly in Golang and Vue. Corteza actively promotes diversity and inclusion from the Board of Directors downwards. The Community Code of Conduct emphasizes mutual respect, individually and culturally. The Corteza project is owned and operated by the Commons Conservancy Foundation , a foundation established under the law of The Netherlands and home for technology efforts in the public interest.

Any language which supports the following concepts are called OOPs based languages. Note: Apex is Case Insensitive. What is the difference between non-static and static?

By default all the variables and methods are non-static. Scope of the non-static variables or methods is within the scope of the same object. We can declare variables and methods as static by using static keyword. Scope of the static variables and methods is throughout the transaction. What are the types of Collections available in Apex? What is the difference between List and Set? What is the maximum size of the list?

What are the map methods available in Apex? Map holds key and value pair. Map keys are case-sensitive. What are the DML statements available in Apex? Number of DML statements per transaction: as a whole including insert, update, delete and undelete Number of rows processed per DML statement: What is SOQL?

What is SOSL? Assume that you are inserting records. Update If any one of the record fail due to error then entire operation will fail. What are the trigger events? Before Mode: Before the record is saving into the database, it will fire.

Before After before insert after insert before update after update before delete after delete after undelete. What are the trigger context variables? To capture the runtime information we use trigger context variables.

Below context variables will return either true or false. Availability of trigger. Apex Trigger Collections availability for the different events — Events trigger. New trigger. When to use before triggers and when to use after triggers? Before Triggers — To perform the validations we should use before triggers.

For the same event if there are multiple triggers on the object, how to control the order of execution? Note: We can keep the logic of the apex trigger in an apex class and can invoke from that class.

What are the recursive triggers and how to avoid? In general all the apex classes and apex triggers execute synchronously execute immediately. To execute logic asynchronously keep the logic in an apex method in a separate apex class, not in same apex trigger which is decorated with future annotation. See the below example: Note: To analyse the code copy it and paste it in notepad for the convenience. We should not declare future method in Apex Trigger.

Always it should be void. From an apex trigger we can make only make asynchronous call outs. We cannot perform synchronous call outs from Apex Trigger. Following Custom Objects are available in the organization. But client has a requirement to delete the child object records. How to achieve this?

Write an apex trigger to achieve this functionality. What is the order of execution in salesforce? We are creating validation rules, workflow rules, assignment rules, auto-responsive rules, escalation rules and apex triggers etc..

If the condition is same for all the rules which will execute first and which will execute next, for this salesforce provide the order. It will replace all the old field values with new field values. After triggers Assignment rules Auto-responsive rules Workflow Rules In case of Workflow Rule Field updates again before triggers and after triggers fire one more time System validation rules for duplicate check Escalation Rules Rollup-Summary fields will be calculated Grant parent Rollup-Summary fields will be calculated Criteria base sharing evaluation Record will be committed into the database Post commits logic Sending emails.

What will the value of the amount field? What is Batch Apex? Apex Code in the trigger will execute automatically for the DML operations. If you want to execute apex code on a specific time then we should write batch class. With Batch Apex we can process maximum of 50 million records. Batch Apex is asynchronous execute in future context. While writing the batch class we should inherit Database. Batchable interface.

Database is a built in global class which contains inner global interface. What are the Batch Apex methods? We should implement the following global methods — start: It will prepare the records to process and execute only one time. Batchable , Database. Stateful interface. It will forward these records to execute method. How to schedule batch apex? By clicking on Schedule Apex button we can schedule the batch class through user interface.

Batch Size is: How to maintain the state between the methods of batch class? To maintain the state for the batch class, we should inherit Database. Is it possible to call batch class from one more batch class? Is it possible to call future method from a batch class? We cannot call one asynchronous process from another asynchronous process.

How to cover the code for a batch class? Up to 5 batch jobs can be queued or active. Is it possbile to write batch class and schedulable class in a same class? Though it is possible it is not recommended to write like this.

What is the purpose of writing the test class? Is it possible to write test code inside of an apex class or apex trigger?

We cannot write test code test methods inside of the apex trigger. We can write test methods only in a class which is decorated with isTest. Syntax of testMethod. What is the purpose of seeAllData? By default test class cannot recognize the existing data in the database. What is the purpose of Test. Per testMethod we can use Test. What is the purpose of system. What are the assert statements?

What is the purpose? To compare Actual value and Expected value we use assert statements. Types of assert statements system. For example: if condition Test. What is the purpose of TestVisible? What are the test class best approaches? We should test for all the positive and negative scenarios.

Visualforce Basics. Previously Visualforce Pages were not there, instead S-Controls were there. Visualforce page should start with the following syntax —. What is the difference between system mode system context and user mode user context? What are the types of controllers available for the visualforce page? There are the two types of controllers — Standard Controller Custom Controller Note: On a visualforce page, we can use either standardController attribute name for Standard Controller or controller attribute name for Custom Controller.

StandardController — We can refer any standard object or custom object in this attribute. Custom Controller — We can refer any apex class in this attribute. Other supported attributes for the controllers — Extensions Standard List Controller Custom List Controller Extensions — We can refer this attribute along with standardController or controller attribute.

Standard List Controller — There is no such attribute called standard list controller but in the standardController page if you mention recordsetVar attribute then that page we can call it as standard list controller page. Custom List Controller — There is no such attribute called custom list controller but in the controller page if we display multiple records then that page we can call it as custom list controller.

A method with the name save exists in all the classes mentioned above. Which will execute first and what is the order? In the above scenario, it will invoke the save method from ClassA. What is View State? What are the Static Resources? What is the defference between Static Resources and Documents?

Please find the following differences — Static Resources Documents Static Resource is cached at server side Documents will store in database Static Resources can be referred with file name Documents should be referred with url. How to display error messages on VF Visualforce page? Message ApexPages. What is RecordSetVar? What is the difference between dataTable and pageBlockTable? Maximum number of records displayed on the VF page? How to display more records beyond the supported limit on the VF page?

For the page tag we can enable readOnly attribute value as true so that — Number of query rows will increased from to 1 million rows. Number of records displayed on VF page can be increased from to What is the difference between inputText and inputField? Note: We cannot refer primitive data types String etc. What is the difference between outputText and outputField?

What is pagination and what are the ways to achieve it? Assume that we need to display records on the page. If the requirement is to display only 10 records at a time — First: Displays first set of 10 records. Previous: Displays previous set of 10 records. Next: Displays next set of 10 records.

Last: Displays last set of 10 records. What is Wrapper Class? You are the owner of a file when you upload the file in Chatter, attach the file to a Chatter feed, or upload the file in Salesforce CRM Content.

As the owner of the file you can view, edit, download, share, upload a new version, and delete the file, as well as make the file private and change the permission on the file. A meeting that a Salesforce user requests with a contact, lead or person account. When a meeting is requested, Salesforce creates a unique Web page for the meeting that displays the proposed meeting times.

When invitees visit the page, they select the times they can meet and send a reply. Salesforce tracks all the responses so the organizer can confirm the best time to meet. Once a requested meeting is confirmed, it becomes a multi-person event. In addition to syncing these items, you can add Outlook emails, attachments, events, and tasks to multiple Salesforce contacts, and view Salesforce records related to the contacts and leads in your emails and events—all directly in Outlook.

You may be able to customize what you sync and the sync directions between Outlook and Salesforce. Your administrator determines the level at which you can customize these settings in Salesforce. We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.

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To change your cookie settings and preferences, click the Cookie Consent Manager button. Pages v Summer '18 API version Spring '18 API version Winter '18 API version Summer '17 API version Spring '17 API version Winter '17 API version Summer '16 API version Spring '16 API version Winter '16 API version Summer '15 API version Spring '15 API version Winter '15 API version Summer '14 API version Spring '14 API version About This Guide.

Styles A-Z. A Account An account is an organization, company, or consumer that you want to track—for example, a customer, partner, or competitor. Account Assignment Rule A rule that automatically assigns accounts to territories, based on criteria you define. Account Team An account team is a team of users that work together on an account. For example, an account team may include an executive sponsor, dedicated support agent, or project manager.

Activity An event, a task, a call you've logged, or an email you've sent. You can relate an activity to other records, such as an account, a lead, an opportunity, or a case.

In an org with Shared Activities enabled, you can relate an activity to multiple contacts. Tasks can also be generated by workflow rules and approval processes configured by a Salesforce admin.

Administrator System Administrator One or more individuals in your organization who can configure and customize the application. Users assigned to the System Administrator profile have administrator privileges. Advanced Function A formula function designed for use in custom buttons, links, and s-controls.

Advanced Search A search function within Salesforce that offers search features and functionality. To access it, click Advanced Search Add-on An add-on is a type of quote for a current customer who wants to add a license or product through the end of the current contract.

Age In opportunity reports, the Age of an open opportunity is the number of days since the opportunity was created. For closed opportunities, Age is the number of days between the creation date and the closed date.

In case reports, the Age of an open case is the elapsed time from creation to the present. The Age of a closed case is the elapsed time from creation to the closing time of the case. You can choose to view the Age of a case in days, hours, or minutes. An agent is usually identified by a four-digit number that serves as the agent's ID within the associated computer telephony integration CTI system.

Subordinates include everyone reporting up to a person in the forecast hierarchy. This amount is visible only on reports.

The forecast number as seen by the forecast owner. The forecast amount as seen by the forecast owner without the owner's adjustment. This is the sum of the subordinate's opportunities, including adjustments made by their manager or by the subordinate themselves, plus the rollup of the owner's own opportunities. Ant Migration Tool A toolkit that allows you to write an Apache Ant build script for migrating Lightning Platform components between a local file system and a Salesforce organization.

Reporting Snapshot A reporting snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object's fields with the report's data. Reporting Snapshot Running User The user whose security settings determine the source report's level of access to data.

This bypasses all security settings, giving all users who can view the results of the source report in the target object access to data they might not be able to see otherwise. Reporting Snapshot Source Report The custom report scheduled to run and load data as records into a custom object. Reporting Snapshot Target Object The custom object that receives the results of the source report as records.

Answers Answers is a feature of the Community application that enables users to ask questions and have community members post replies. Community members can then vote on the helpfulness of each reply, and the person who asked the question can mark one reply as the best answer. You can use anti-joins to create advanced queries. See also Semi-Join. Apex Apex is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control statements on the Lightning platform server in conjunction with calls to the Lightning Platform API.

Using syntax that looks like Java and acts like database stored procedures, Apex enables developers to add business logic to most system events, including button clicks, related record updates, and Visualforce pages. Apex code can be initiated by Web service requests and from triggers on objects. Apex Controller See Controler, Visualforce.

Apex-managed sharing is only available for custom objects. Apex Page See Visualforce page. Salesforce provides standard apps such as Sales and Service. You can customize the standard apps to match the way you work. In addition, you can package an app and upload it to the AppExchange along with related components such as custom fields, custom tabs, and custom objects. Then, you can make the app available to other Salesforce users from the AppExchange. App Launcher The App Launcher presents tiles that link to your connected apps and standard apps, all from one location in Salesforce.

All Lightning Experience users have access to the App Launcher. App Menu See App Menu. AppExchange The AppExchange is a sharing interface from Salesforce that allows you to browse and share apps and services for the Lightning Platform.

It is your primary marketing tool for promoting your app or service to the AppExchange community. Child organizations where you develop applications can be linked to your APO, thus tying your listings together under a single provider entity to deliver a consistent message to customers.

Providers are obligated to resubmit an app for security review whenever the app is updated. AppExchange Upgrades Upgrading an app is the process of installing a newer version. Application Lifecycle Management ALM The process of managing an application's lifecycle, from planning, to development, to integration, to support. Application Programming Interface API The interface that a computer system, library, or application provides to allow other computer programs to request services from it and exchange data.

Approval Action See Automated Actions. Approval Process An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including who to request approval from and what to do at each point of the process. Approval Process Diagram A visual, flowchart representation of an approval process.

From a detail page of an approval process, you can open the diagram by launching the Process Visualizer. Approval Request An approval request is an email, Salesforce app notification, Lightning Experience notification, or Chatter post notifying the recipient that a record was submitted for approval and that his or her approval is requested.

Approval Steps Approval steps define the chain of approval for a particular approval process. Later steps specify what happens if an approver rejects the request. Approvals in Chatter If your organization has both Approvals and Chatter enabled, administrators can turn on Approvals in Chatter. Users then receive approval requests as posts in their Chatter feeds. Archived Article Archived articles were published but later removed from public visibility.

Article managers can view and manage archived articles on the Article Management tab by clicking the Articles tab in the View area and choosing Archived Articles.

Archived articles are not visible in the Articles tab in any channel or the public knowledge base. Articles can be archived manually or automatically via an expiration date. Article Articles capture information about your company's products and services that you want to make available in your knowledge base.

Article Manager Salesforce uses the term article manager to represent a specific type of user. Article managers can access the Article Management tab to create, edit, assign, publish, archive, and delete articles. Article managers are sometimes referred to as knowledge managers. An article's type determines the type of content it contains, its appearance, and which users can access it. For example, a simple FAQ article type can have two custom fields, Question and Answer , where article managers enter data when creating or updating FAQ articles.

A more complex article type can have dozens of fields organized into several sections. Using layouts and templates, administrators can structure the article type in the most effective way for its particular content. User access to article types is controlled by permissions. For example, the article manager can allow internal users to read, create, and edit FAQ article types, but let partner users only read FAQs.

Article-Type Layout An article-type layout enables administrators to create sections that organize the fields on an article, as well as choose which fields users can view and edit. One layout is available per article type. Administrators modify the layout from the article-type detail page. Article-Type Template An article-type template specifies how the sections in the article-type layout are rendered. An article type can have a different template for each of its four channels.

For the Table of Contents template, the sections defined in the layout appear on a single page with hyperlinks when the article is viewed. Salesforce provides two standard article-type templates, Tab and Table of Contents. Custom templates can be created with Visualforce. Asset A specific model or type of product that a customer owns. Assigned Approver The assigned approver is the user responsible for responding to an approval request.

Assignment An assignment is a draft article that has been assigned to another user for editing. Assignments can contain brief instructions and a due date. Autolaunched Flow An autolaunched flow can be launched without user interaction, such as from a process or the Apex interview. Autolaunched flows run in bulk and without user interaction. Auto Number A custom field type that automatically adds a unique sequential number to each record.

These fields are read only. Auto-Response Rule A set of conditions for sending automatic email responses to case or lead submissions based on the attributes of the submitted record.

Applicable leads include those captured through a Web-to-Lead form. B Batch Apex The ability to perform long, complex operations on many records at a scheduled time using Apex. You can process a set of records by creating a job that contains one or more batches. The server processes each batch independently, not necessarily in the order it is received. Best Answer When a member of an answers community asks a question and other community members post a reply, the asker can mark one of the replies as the best answer.

The best answer then appears directly under the question above the other replies. Identifying the best answer helps other community members with the same question quickly find the most relevant, useful information. For managers, equals the total amount of revenue they and their entire team can possibly generate. Beta, Managed Package In the context of managed packages, a beta managed package is an early version of a managed package distributed to a sampling of your intended audience to test it.

Blank lookup A lookup that is performed when the lookup field dialog does not have a search term. Boolean Operators You can use Boolean operators in report filters to specify the logical relationship between two values.

For example, the AND operator between two values yields search results that include both values. Likewise, the OR operator between two values yields search results that include either value. Briefcase The set of data that you can manage offline using Connect Offline. Bucketing A tool in the report builder that lets users categorize report records by field, without having to create a formula or a custom field. It allows you to query, insert, update, upsert, or delete a large number of records asynchronously by submitting a number of batches which are processed in the background by Salesforce.

Business Account A company or organization that you want to track. C Call Any inbound, outbound, consult, or internal voice connection via telephone. Call Center A group within a company or a third-party organization that handles telephone sales or service. Callout, Apex An Apex callout enables you to tightly integrate your Apex with an external service by making a call to an external Web service or sending a HTTP request from Apex code and then receiving the response.

Campaign A marketing initiative, such as an advertisement, direct mail, or conference, that you conduct in order to generate prospects and build brand awareness. Campaign Hierarchy A set of up to five campaigns organized into a hierarchy. A parent campaign can have several child campaigns, but a child campaign can have only one parent.

Campaign Member Any lead or contact associated with a campaign. The ROI result is expressed as a percentage. Cascading Style Sheet CSS Files that contain all of the information relevant to color, font, borders, and images that are displayed in a user interface.

Case, Checkout A case is a detailed description of your feedback, problem, or question. It is used to track and solve your Checkout issues. Case Feed Case Feed gives support agents a more streamlined way of creating, managing, and viewing cases. It includes actions and a Chatter feed. The actions let agents create case notes, log calls, change the status of cases, and communicate with customers.

Category, Ideas Categories are administrator-defined values that help organize ideas into logical sub-groups within a zone. The View Category drop-down list on the Ideas tab allows users to filter ideas by category, and the Categories picklist on the Post Ideas page lets users add categories to their ideas.

An administrator defines separate categories for their ideas and answers zones. Category, Solutions A label you can apply to a solution to group similar solutions together. Solution categories help customer support representatives find solutions faster when solving cases. If you use the Self-Service portal or public solutions, your customers can browse solutions by category to find what they need. See also Parent Category. Category Group for Answers In an answers zone, a category group provides one or more categories that help organize questions for easy browsing.

If the category group contains a hierarchy, only the first-level categories display on the Answers tab. For example, if you're a computer manufacturer you might create a Products category group for your Products zone that has four categories: Performance Laptops, Portable Laptops, Gaming Desktops, and Enterprise Desktops. Zone members can choose one of the categories to assign to a question. Administrators create the category group and categories and then associate the category group with their answers zone.

Category Group for Articles In Salesforce Knowledge, a category group organizes data categories into a logical hierarchy. For example, to classify articles by sales regions and business units, create two category groups, Sales Regions and Business Units. The Sales Regions category group could consist of a geographical hierarchy, such as All Sales Regions as the top level, North America, Europe, and Asia at the second level, and so on up to five levels.

When creating articles, authors assign the relevant categories to the article. End users searching for articles can search and filter by category. Channel A channel refers to the medium by which an article is available. Salesforce Knowledge offers four channels where you can make articles available. Internal App: Salesforce users can access articles in the Articles tab depending on their role visibility. Customer: Customers can access articles if the Articles tab is available in a community or Customer Portal.



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