Salesforce.com Advanced Administrator Sample Questions - Part 4

1. 1-2-3 SFDC org would like to disable territory management from salesforce, however they want to keep the options open to re-enable territory management in the future. As a salesforce admin which amongst the following would you recommend? Select 3

          

           A.   Territory Management cannot be disabled 

           B.   Configuration and sharing records can be used as a backup for future to re-enable territory 

                management. 

           C.   Once Territory Management is disabled you have to rebuild it from scratch 

           D.   Sharing records and role hierarchy can be used as a backup for future to re-enable territory 

                management. 

2. How can you clean up all of the Territory Management feature's configuration and associated sharing records?

            

           A.   Deleting Role Hierarchy

           B.   By Disabling Territory Management

           C.   Deleting the territories

           D.   Using Data Loader

3. Which amongst the following is applicable for collaborative forecast. Select any 2

            A.   Predict and plan the sales cycle from pipeline to closed sales 

            B.   Manage sales expectations throughout the organization with Collaborative Forecasts.

            C.   Prior to migrating to collaborative Forecasts, consider exporting opportunity pipeline data.

            D.   Customizable Forecasts must be disabled before enabling collaborative forecast

            E.   Manage leads and opportunity throughout the organization with Collaborative Forecasts.

4. How can you move metadata between a local directory and a Salesforce organization?

           A.   The Force.com Migration Tool

           B.   SOQL

           C.   Data Loader

           D.   Apex coding

5. Which amongst the following can be tracked using setup audit trail?

           

           A.   Company information, default settings such as language or locale, and company message 

                changes

           B.   Database operations, system processes, and errors

           C.   Domain name changes

           D.   Page layout, action layout, and search layout changes

           E.   Transactions that are triggered by lead conversion

6. In 1-2-3 SFDC org org users are complaining that when converting a Lead: they are receiving this error- "Unable to convert lead that is in use by workflow"? How would you trouble shoot this issue? 

Select 2

            A.   There is a time-based workflow action pending that is related to the Lead.

            B.   The Lead that you are trying to convert is currently in an Approval Process

            C.   User does not have permissions to convert lead

            D.   Lead Mapping is incorrectly set for accounts

            E.   There is a validation rule restricting the lead conversion

7. In 1-2-3 SFDC org org users are complaining that when converting a Lead: they are receiving this error- "Unable to convert lead that is in use by workflow"? How would you trouble shoot this issue?  

  Select 2 

            A.   Lead Mapping issue

            B.   Time-Based Workflow is pending

            C.   Profile access issue

            D.   Permission Set issue

I am purposely not posting the answers to the questions. I recommend you all to search the answers on your own on Salesforce help. Please post your comments below in case you are unsure about any question or the answer. Thank you for visiting my blog, I wish you all best of luck! 

More Advanced Admin Questions-

Salesforce.com Advanced Administrator Sample Questions - Part 1

Salesforce.com Advanced Administrator Sample Questions - Part 2

Salesforce.com Advanced Administrator Sample Questions - Part 3

How to get started with Mavensmate and Sublime Text

We already discussed in our previous blog , how admins can use Mavensmate to connect to Salesforce Metadata and make their life simpler. In this blog we will learn how to download and get started with Mavensmate. 

Given below steps are for windows 64 bit-

Step 1: Download Sublime text 3 and install on your machine, they have various links for windows, windows 64 bit, OSX etc. 

Step2: Browse and select the destination folder where you would like to store Sublime Text 3 files-

Step3: Click on Next

Step4: Click on Finish

We are half way through now, let us download Mavensmate

Step 5: Download MavensMate

Mavenmate is a sublime text plugin, you will find three options to download MavensMate, I prefer to go with the recommended option 1 via sublime text

(OPTION 1) Via Sublime Text Package Control (recommended)

Sublime Text Package Control must be installed: https://sublime.wbond.net/installation1

1. Open Sublime Text 3 (Sublime Text 2 no longer supported)
2. Run Package Control: Install Package command
3. Search for MavensMate
4. Hit Enter

(OPTION 2) Manual

(OPTION 3) As a Python Package

 

Step 6: Go to view-->show console -->copy paste this code 

Step7: Once the code is pasted you will find MavensMate tab on the top screen, you may receive this error while create the project, this is because you have not yet defined the path where MavensMate will store your project folders. Define the local path on the default settings file.

Step8: Go to C drive and create a folder in User--> Workspace--> mmdev. If you do not have a folder named workspace in user then create a new one. If you see the code in the given screenshot mm_workspace is empty so we have to paste our file path between the quotes " " 

Step9: Paste your file path here "mm_workspace" for example - “C:\\Users\\123sfdc\\workspace\\123”. You are all set to create projects in Mavensmate.

Step10: Go to Mavenmate tab--> Project--> New Project and you are all set.

Deployment: Go to Mavensmate--> Deploy to Server

Make your deployments simple and easy with mavensmate. After you build your stuff in development environment you can go to mavensmate and create projects. Once this is done choose your metadata from the subscription list and update it to create a package. Use this package to deploy between orgs, sandboxes and production environment using Mavensmate. 

This article is good enough to give you a kick start of how to download and began working with mavensmate, although there is lot more to learn and explore in this amazing tool. 

How to connect to Salesforce Metadata

One of our stakeholders moved to a different team and no longer wished to receive any kinds of salesforce notifications or emails with respect to his previous role. This means removing stakeholders email from salesforce wherever it is being used. If you are working in a huge organization and you do not know where one's email is currently being used then you need to be ready with your diving suite and fins to take a deep dive in the salesforce and search every workflow rule, case escalation rule, tasks, triggers, lead assignment rules, notifications, apex class, assignment rules etc. not sure what the ETA could be …lol

Let’s take another example, business has come to you with a list of fields that they wish to delete from a page layout, how would you know if it is safe to delete this field? There is a huge possibility that this field is also being used somewhere else right? Are you going to find out by trial and error method by deleting the field in Dev environment? Of course you can try deleting this field and wait to see the error error…bang!!... This field is being used in xyz workflow rule, but what if the field is being used in 5 rules it won’t alert you until you don’t remove it from the first workflow rule then it will prompt the second area where it is being used right? Is there any other way?

There could be more than one way to address this problem but I found the answer by using “MavensMate”. This application does wonders in minutes, quickly connects to your  sandbox, developer org or production environment and provides access to the metadata. Analyze data, build stuff and deploy components using maven-mate. 

What is MavensMate?

Mavensmate is a powerful open source tool to build force.com applications, it extends the functionality found in the Eclipse force.com IDE 

Why is MavensMate Admin’s buddy?

• Move your metadata using Mavens mate
• Very easy to install
• Deploy stuffs that you cannot deploy using change sets
• Access your org's metadata 
• Deploy components between environments
• Multi-tasking during deployments- while your components are getting deployed you can work on other components.
• Deploy components individually
• User friendly debug logs
• Deployment steps are less painful
• Data fetch from the server is quick
• You can customize your data selection under project metadata
• Deployment success or failure report is user friendly 

How to search an email/field in Salesforce Metadata using MavensMate

Step1: Create a new project in MavensMate

Step2: Specify project details 

Step3: Go to "Advanced" tab and select metadata subscription list. Depending on the size of organization mavens mate will take time to connect to your metadata. While searching a field or an email I usually prefer selecting subscription list in groups, this truly depends on the choice of an admin. 

Step4: Click on update subscription 

Step4: Go to Project Metadata tab, select the components and click on update project.

Once you update the project go to sublime text--> files--> open file--> open the package that you just now created. 

Step5: Go to find tab and click on find in files-

Step6: On the bottom side of the screen you will see "Find" "Where" and "Replace" options. Type the name of the field or an email on the Find option and click next. Mavensmate will display all the related matches in the package. 

Finding any data in salesforce metadata using Mavenmate is so quick and easy. 

Comparison of Salesforce Campaign IDs

I am sure a lot goes on in each of our professional lives when the day begins and we are kind of juggling with multiple priorities and tasks to finish. Limited time can cause roadblocks for tedious tasks specially when there is a lot of manual comparison to be done between two sandboxes. Thanks to the universe of online tools where we can find most of the answers to our problems by selecting the right tool, although it is a challenge to know which tool should be used in which problem? I happen to come across a similar issue while working on the lead assignment rule. I thought of sharing this on my blog, although the trick is very simple but at times such simple tricks can save us a hell lot of time. 

In salesforce there are exceptional cases when the change set, ANT, or any other custom tools ( Mavens Mate)  does not allow users to pick components on granular level for deployment like Lead assignment rule criteria.  You can either deploy the entire lead assignment rule or make the changes manually.

I came across a challenge where I updated one rule criteria with 40 campaign names and Id’s.Our organization has more than 50 lead assignment rule criteria’s and since the sandboxes are not refreshed very often there is a huge possibility of having differences in the campaign ID’s in the sandboxes. You must be wondering why this is so? When the sandboxes are refreshed from the production the campaign ID’s are identical but if the sandboxes have not been refreshed lately then the new campaigns have to be handled by manually creating them in the sandboxes which definitely makes the campaign ID’s different in each sandboxes. It is recommended to confirm if the target sandbox does not have any discrepancy in the data specially when there are multiple teams and users working and testing on the same development environment, it can get pretty muddy. 

Coming back to the lead assignment rule I have two options

1)      Deploy the entire Lead assignment rule from sandbox1 to sandbox2

2)      Move the changes manually from sandbox1 to sandbox2

Deploying the entire lead assignment rule could be very tempting but we need to make sure if the rule criteria’s and their ID’s match in the source and target sandbox. I used a trick of copying the source sandbox lead assignment rule in a notepad file and named the file as “sandbox1” and target sandbox lead assignment rule as “sandbox2”.

The trick is to compare the campaign Id’s using data comparator and make sure there are no discrepancies. Google any data comparison tool you will find plenty of them and most of them have the same functionality. Follow the steps below to learn, how I compared lead assignment rule of two sandboxes using Winmerge.

Step1: Download any data comparison tool for text files, I downloaded winmerge

Winmerge: http://winmerge.org/

Double click on the WinMerge icon from your desktop or the Start bar 

Step2: Go to files à Open 

Step3: Winmerge provides an option of comparing two conflict files side by side. You can browse sandbox1 file on the left pane and sandbox2 on the right pane

Step4: Browse the files in the left and right fields and select ok. Conflicted data will be highlighted with orange. I was surprised to find a lot of data discrepancy in the campaign Id’s between the source and target sandbox. I dropped the idea of deploying the lead assignment rule and manually created the rule criteria for the lead assignment rule in my target sandbox.

Conclusion: From this article we learned a new tool “Winmerge” and a simple trick of comparing campaign id's between two sandboxes.