Transcript of Salesforce Admin MOCK Interview
Salesforce Shiksha
0:00so hi Aman how are0:02you uh hello sir I'm I'm good I'm doing0:05great what about you okay okay well well0:08well I'm also good okay so let's start0:10the process uh I would like to know0:13about uh first question my would be uh0:16what do you know about0:18Salesforce so like if we talk about0:22Salesforce Salesforce is a cloud0:24technology first of all H and uh it is a0:28very popular and very well known CRM0:32okay like CRM stand for customer0:34relationship management and it0:36implements the CRM like Salesforce helps0:39in customer relationship okay so you are0:42saying that Salesforce help to maintain0:45a relation between customer and Company0:48yes customer and Company CRM so you have0:51taken a word CRM can you elaborate a0:53little bit more what do you know about0:56CRM okay so has the name suggest CR1:00stand for customer relation Rel1:02relationship management and uh this is a1:06very good idea of having a very good1:09bond between customer and the client1:11like it makes uh things very easy1:13between the client and customer to1:16manage and has and hence their1:20management is becomes very handy when1:22you implement it with1:25Salesforce okay so as you know that1:27Salesforce is having CRM actually it is1:30number one CRM in the world so could you1:33please tell me why it is become so1:36popular uh if you have any idea about1:38that why Salesforce CRM is uh you know1:41growing very rapidly could you please uh1:45elaborate up little bit on more on1:49that okay so Sal Force like uh Sal Force1:53like give the very very give give very1:56much opportunities like and Facilities1:59like uh marketing and support and sales2:02okay and you are talking about2:04clouds yeah clouds these are the clouds2:07that sales force give and its UI and it2:10implementation are way easier than other2:13crms and it also have very fascinating2:16automation tools you know that you are2:19also FR process Builder that require2:22very less coding exactly correct correct2:25okay okay so let's move2:28further uh what what do you know about2:30object in2:32Salesforce so like as every object in2:36every programming language sales force2:38object are also same it just like uh is2:41divided into two parts like custom2:43object and standard objects and standard2:46objects are predefined objects in2:47Salesforce that already build like for2:49example accounts cases opportunities Etc2:53okay and custom objects are the objects2:54that we manually have to create okay2:57cool perfect perfect and and uh uh you3:01know about Fields also what is fields in3:04Salesforce so fields are the sub parts3:06of the objects like if an object is a3:09structure then we have for it definition3:12we use sales Fields so Fields also can3:15be standard and custom so standard3:18fields are like for your name field on3:20the when you create an object the name3:22field is the standard field and other3:23fields can you create you can create3:25custom okay so similarly as you say that3:29object is also standard and custom3:31similarly Fields as well standard and3:33custom we can create manually uh those3:36are custom Fields okay cool yes uh uh I3:40would like to ask you about data types3:42if you have created a uh fields in3:45Salesforce uh name some data type you3:48have seen in Salesforce yeah Salesforce3:51uh gives multiple data types like for3:54example text text area pick list and3:57look up relationships uh we can create4:00and master data relationships rule up4:02summary field these are very fascinating4:04fields that we can easily create in4:07Salesforce okay so you have uh taken a4:10name a lookup relationship so this is4:13part of relationship uh so let's come uh4:16into that uh what do you know about4:18relationship in Salesforce how many4:21types of relationship are there m okay4:25so if you want to create a relationship4:27between two different objects we can use4:29uh relationship builds so relationship4:32means like if object you want to create4:35an make an object parent and another4:36object child then we can use look up4:39relationship on the child4:42object uh lookup relationship on the4:45child object what exactly a look lookup4:47relationship means I want I want to ask4:52that like there is a relationship of4:55parent and child like I said the4:56relationship it holds the relationship4:59of a parent and child like one parent5:01can have multiple child records and5:03these all these child records vice versa5:06associate with that one parent record5:08okay using that lookup relationship5:10field uh that I understood so uh this is5:13lookup according to you and another5:15one another one the same things do by5:19the master detail relationship the only5:21difference between those two is whenever5:23you delete a parent record in local5:26relationship all the child records won't5:28get affected or won't get deleted5:30okay but in master detail relationship5:32if you delete a parent record all the5:35all the Childs associated with that5:37parent will also get deleted perfect so5:39this is the major uh difference between5:42look up and master detail so Master5:44detail is having a you know strongly5:46bound relationship your parent strongly5:49bound cool cool okay so uh we are5:53discussing about data types so there is5:56one more data type in Sal uh Salesforce5:58that is picklist list so could you6:01please uh please tell me something what6:03is pick list what exactly a pck list6:06data type6:07do pist is just nothing it's a very6:09simple thing like if you have seen a a6:12field which has multiple drop down6:14values like if you click on that field6:17you will get so many options to select6:18from that6:20field okay so it just it's just term as6:23pick is big list in6:24Salesforce okay so you are saying that6:27on a particular uh uh click uh in drop6:30down you will see many options and from6:33that you'll select one of the uh that6:35options yes like if you want to create a6:38uh country field you can select click on6:40that country field and you get multiple6:42country values and you can select one6:43country from that value okay so uh why I6:47asked uh uh this uh to you about6:50picklist uh I want to you have seen a6:53button fill dependency and you have6:56created also many dependency before6:59between two Fields so I would like to7:01know uh where we can create this7:04dependency means uh if I want to create7:07a dependency between a text type field7:10and a and a pick list field so uh could7:14I do7:15that no no field dependency only work7:18between multiple P list not not not7:20between two other data types only two P7:22list or three pck list you can use field7:25dependency for example if you want to uh7:28select state from a country so you first7:30select country and then it will show you7:32only those states that includes in that7:35country okay so apart from uh pist data7:39type uh could I create dependency uh7:42with any other data type is it you7:46can't uh so could I create with checkbox7:50type no as far as I know we can't we can7:55actually so with check box as well uh we7:59can create dependency so condition is uh8:02that uh when we are using checkbox so8:06checkbox can be on that controlling part8:09you know when you are creating8:11dependency between two Fields one is8:13controlling and another one is dependent8:16field depending so if you are using8:18checkbox to create field dependency the8:20checkbox can only be uh that controlling8:23field not dependent one using the same8:26field dependency button uh between a8:28checkbox and pick list we can create but8:31I'm saying that checkbox uh can be the8:34controlling uh uh the parent part not8:36the dependent one yeah yeah got it okay8:41perfect uh so uh let's move ahead uh I8:45want to know about uh so you have used8:49profiles in8:51Salesforce yes so what is8:55profile so in in sales for as the name8:58suggest profile file is given to set of9:01users like if you are working in a same9:06level and there are multiple users that9:08are working at the same level you can9:10assign them the same profile in an9:13organization and they will have the same9:14accessibility and same functionality in9:17that9:18organization uh means you are giving9:21permissions or settings you are9:25assigning some permissions to user via9:27profile you are saying that yes yes uh9:31and same thing you uh do with permission9:33set as well yes we can give them uh by9:37profile we can give them object level9:38security object level9:41access and Via permission9:44set yeah we can do the same but but like9:47if you want if you ex exclude some user9:50from that profile like you want to keep9:52that profile same for all the user but9:54still you want to exclude some users so9:57you can that in that case you can ass9:59permission set to that particular10:02users what is the difference between10:04profile and permission set I understood10:06your point you are saying that with10:09using uh with profile and permission set10:11as well we are assigning some some10:14permissions okay two users and uh that10:18is on object level and field level10:21correct I'm asking what is the exact10:24difference between profile and10:26permission set both both profile10:29permission set doing uh same things we10:32are assigning some permissions to users10:35so what is the exact difference between10:37these two so for example you have10:40assigned a profile to all the users but10:42in that profile you have restricted like10:44you have made all the Restriction like10:46no one can edit or edit object or delete10:49object anything but you want to give10:51some user that access of edit and delete10:53so for in that case you will make a10:55permission set and in that permission10:56set you will give the object to edit an10:58access it and delete access and that11:01permission set will be assigned to that11:02set of users which you want to assign11:05give the permission to edit and11:09delete uh okay extra permission to some11:12users the permission set will be in use11:16exactly so we use permission set to give11:19some extra permissions okay yes and with11:22profile we give minimum level access yes11:26minimum level access like I said if you11:28like you give all the Restriction11:30profile and then you start giving11:32permission for using permission11:34Set uh oh perfect uh can uh two user11:38have same11:39profile yeah yeah of course multiple11:42user can have same11:43profile okay like I said okay uh so if I11:48have given some permission uh uh using11:51profile can I override that permission11:54using permission11:56Set uh no if the user has already uh12:01permission from permission profile then12:03there's no use of giving them the same12:05permission from permission set means via12:07permission set I want to take that12:09particular uh access no no you can't you12:11can't take out the permission set12:12permission set is always used to give12:14the permission not to take out any uh so12:16permission set is you basically to give12:19extra permission uh not you can't put12:21any restriction using permission set ah12:24cool cool so uh can I create a user12:27without profile12:30uh no you can't create a user without12:32any profile so profile is12:35mandatory12:36yes okay cool so one more question uh12:41regarding12:42Fields uh we have already discussed12:45although about lookup and master detail12:48relationship M uh how many lookup and12:51master detail relationship we can create12:53on12:54object how12:57many if you have any idea how many look13:00relationship I can create on on an13:05object I think13:0810 and master13:11detail Master detail five like I'm just13:15guessing just to be very honest no no13:18actually there is a governor limit so13:20you know about Governor limit what is13:22Governor13:23limit like as we all know Salesforce13:26worked on the Clause system cloud so we13:29can't just provide them unlimited13:32unlimited storage so just to be uh just13:35to be for the safer side we always put13:37some governed limits so that the user13:39can use the resource of the Salesforce13:41with13:42limitations yeah so actually uh13:45Salesforce work on multi- tenant13:47architecture yes you know multi M13:51architecture yes yeah so multiple13:53vendors are using you know same uh yes13:57same same database and13:59H they have to14:00like have some Governor limits on14:03everything so they can control the you14:06know amount of access otherwise on a14:09only a single vendor can take all the14:11things oh yeah amount of storage so14:14there is a governor limit similarly I'm14:16asking you that how many relationship14:18how many look up or Master detail14:20relationship we can create on object so14:22this is a part of Governor limit so14:25according to uh Governor limit we can14:27create 4 lookup relationship maximum 4014:31okay okay okay and two Master deted14:34relationship but there is a condition if14:37we are using two Master detail14:39relationship then lookup would be 3814:42means total 4 relationship we can create14:46if I use Master detail two Master detail14:49maximum I can create two Master detail14:51so if I have already created two Master14:53detail then look up will be 38 and if I14:56am not using any Master detail ship then14:59I can create 40 lookup on an object okay15:02okay got okay okay so let's move ahead15:07MH uh name some automation tool in15:11Salesforce have you work on15:13automation yes yes I do there are15:15multiple automation Tools in Salesforce15:17for example we have the oldest one is15:20workflow then we have process Builder15:22and the most in use nowadays most15:25fascinating process is a automation tool15:29is flows15:31flows okay so you have taken uh workflow15:36you have work on workflow process15:38Builder and flow yeah nowadays I'm uh15:42like most of the time I spend time15:44working on flows only like as you all15:47know workflow is already like almost15:49dicated yes15:51yes okay and uh apart from these three15:57any have you work on approval16:00processes yes yes I do approval16:02processes I do okay okay so if I come on16:08workflow uh so you are saying that16:10workflow is now going to deprecate in16:13some time mhm so why why is it so why16:17Salesforce is doing16:19this because most of the things are16:21already taken care by the flows like the16:24what workflow can do flows can already16:26do it so we don't need that16:29automation tool oh so you are saying16:32that uh every actions that which we can16:36perform uh using workflow we can do all16:40the all the things uh using flow flows16:44yes uh so is there any action that we16:48cannot do using flow or process16:50Builder and we can do that using16:53workflow is there there is one action I16:55don't know if it is included in the16:57flows or not but there was an action17:00named as outboard message exactly17:02perfect so workflow exist till now only17:06on the basis of uh this outbound message17:09outbound message yes so that is the one17:12thing that we cannot uh do uh using17:15process Builder CL uh name any uh two17:19more uh actions that we can perform17:22using workflow apart from outbound17:24message okay we can set email alert we17:28can said field update field update and17:31just something like that an email alert17:33oh okay so can we create a record using17:39workflow17:42uh I think so we17:44can you have taken four action name like17:48uh uh we can create task uh we can17:51update the field we can send email17:55outbound message yeah we can also create17:58a record there is option create17:59record no we can't we can't create any18:03record uh using18:05workflow only we can update the18:09record okay maybe I got confused yes so18:13we cannot create so uh then process18:18Builder come in picture so what we can18:20do via process Builder name some actions18:23what we can do via process Builders18:27Builder18:29okay so I never you worked on process18:32Builder like I already said I mostly18:34work on CL okay okay18:37so uh after workflow you switch to flow18:42so you skip that process Builder part18:44okay so I will tell something about18:46process Builder as well so that is more18:48advanced than uh workflow so we can do18:51many things using process Builder like I18:54said uh we can't create record using uh18:57workflow but we can create record using19:00process Builder okay okay okay so we can19:03create as well we can update as well19:05email alert and many more actions we uh19:08which we can perform using process19:09Builder so that is more advanced than19:11workflow so we will come to flow now so19:15that is the automation tool on which you19:17are working cool so can you please tell19:22me uh what we can do using flow that we19:26can't do using uh process Builder and19:31workflow okay like uh first of all I19:33think we can call apis using flows which19:36is a very great feature exactly like you19:37can call multiple actions like email and19:40apis integration and uh and you can call19:44any Apex method from the flows okay and19:48you can also have assignment Rule and19:50looping between the19:52Childs that we can do using flows and we19:55have a custom screen oh screen flow yes19:59screen flow okay so that is a type of20:03flow screen flow Auto launch flow mhm20:06okay yes so uh can we create record20:09using flow yes yes we can create record20:12using flow can we update record using20:14flow yes we can update record using flow20:17can we delete record using20:19flow uh yes we can delete record using20:22flu yes we can delete so that is the20:25major point which we can cannot perform20:28using process Builder and workflow that20:30we can delete the record as well using20:32flow so flow is a more advanced version20:35of automation tool that is more powerful20:37Tool uh which nowadays uh you know20:40everyone is working on Flow so that is a20:43good thing you are working on Flow mhm20:47okay20:49cool20:51uh20:52okay so uh there is one more object uh20:57that is Junction object so have uh okay21:01so you have used Junction object as well21:05mhm okay so what is uh what exactly a21:07junction object21:09is so like there is no specific way of21:12creating just an Junction object like we21:14can't just create any field to create a21:16junction object just a terminology wait21:18wait why why we create Junction21:23object okay means there is a if you want21:27to create a relationship many to many21:30perfect perfect to create many to many21:33relationship we use Junction object okay21:35so what exactly Junction object21:37is how how we can create a junction21:40object yeah if like for example if a21:43child you have a record and you have two21:46parent record and those two parent21:48record are associated with Master dat21:50relationship then then that child record21:54will be termed as Junction object21:56between those two parent record21:59okay okay okay so you are saying that uh22:03there is an object which is uh uh22:06associated with two Master detail22:08relationships yes yeah perfect so that22:11object is our uh Junction object that22:14behave as Junction object means uh using22:17Junction object we can create man to22:18many22:20perfect okay so we were on J Junction22:24object so you have clear that uh we in22:27Junction object we create master detail22:29relationship with two other object22:31perfect yes yes yes uh okay22:35so by which uh I can make a field22:39required in22:41Salesforce can you repeat your question22:44how many ways are there by which I can22:47make a field required in22:51Salesforce okay so first way is that we22:55can make a field required from the22:58object like you can go in that object23:00particular object and select go to the23:01fields and relationship Tab and then go23:04to the field and then make it will give23:06you the detail page of the field and23:08then you you can make that field23:09required from there okay so means while23:12creating a object there's an check box23:16uh through which I can make a field23:19sorry object I'm saying while creating a23:21field can make a field record okay cool23:24and another23:26one this is a one way which I can make23:30uh a field required so is there any23:33another23:36way I'm not uh saying that we can use23:39Trigger or uh uh that is a different23:42thing I'm just asking that in by using23:45Salesforce PL platform itself is there23:48any other way as well uh through which I23:51can make a field23:53required so one way you have explained23:55that is good another way is if you24:03know hello so am I audible Aman yes you24:08are audible okay so uh you have24:12explained one way uh by which you can uh24:15create a field required so is there any24:17other way as well yeah you can also make24:21a field required from the L record page24:23and you can also set visibil visibility24:26filters and you can also make field24:29required uh from the page24:31layout Perfect by page layout as well I24:35can uh make a field requir so one more24:37way is there if uh you don't know I I am24:42telling you so page layout is one way24:45and by creating a field I can make a24:47field required that is clear and by24:50validation rule as well you know yes yes24:53validation rule also via validation rule24:56as well I can make a field24:58required yes okay okay so let's come to25:02the role uh what do you know about roles25:05in25:07Salesforce so rules has in every25:10organization there are multiple levels25:13in which a users work so rules from top25:15to bottom if you want to assign users25:17rules from top to bottom we use rules25:20and it will give accessibility according25:22to their role25:23hierarchy okay so basically role works25:25for data visibility25:28yes okay and is the is uh to define a25:33role it is mandatory or25:36not it is not mandatory it is up to the25:39organization25:41need okay so the you are saying role is25:43not25:46mandatory uh let's come to the data25:48security25:49part so25:52uh how many level of data security in25:54Salesforce are25:56there okay I think there are four or25:59five levels of C data security first is26:02or L26:03security and26:05then profile level security profile and26:09then profile object level security uh26:13object level security not profile yeah26:16yes yes object level which is achieved26:17by profile and then record level26:20security and then uh last is fed level26:22security perfect perfect object level26:25security you have said and another one26:27field level security and record level26:30security yes okay so uh on or level26:35security what I can26:39do like you can set the IP ranges to26:42where from where user can login and how26:44much time user can login login Awards26:46you can set and IP ranges you can set26:48and you can give the login credential to26:51the specific users these are your all or26:55security okay okay so so I can set IP26:58range login R password policies as well27:01and many things I can yes and what is uh27:04object level27:06security so as we discussed object level27:09security is achieved by profile like you27:11can set the object access like if your27:15user can edit or delete or update the27:17object or not you27:19can uh like you can manage these27:22Securities from27:23profile and or permission set and by27:27permission that as well cool so that is27:29object level on which we work on object27:32and uh then second layer comes that is27:35field level so what is field27:37level so field level27:40security is this that if if a user has27:43uh if all the user have access to the27:45object but you still want some user not27:47to edit that field of a particular27:49object like you can you can get take the27:53access from that27:54particular27:56users27:58h means uh so in field level we works28:02for field basically we will give access28:08uh yeah like you can hide the field you28:09can make a field un editable from the28:11layout perfect perfect uh and uh Layer28:15Three is record level so what is record28:17level security what actions we can do28:20what are the things that comes under28:22record level security so record level28:25security means like if you want some28:27specific users to see these records and28:30work on that and you want some user to28:32not to see that record based on you can28:35have any filter criteria based on some28:36fields or what so like you can filter28:39the records28:41mhm and it can be achieved28:45using uh what is28:49called uh record level28:52security like you can use sharing28:54setting and all for the reord level28:55security sharing setting28:58yes uh okay so uh there is in a29:03scenario29:05so uh there's a profile of customer and29:10uh I want29:12to I want that each user can see only29:16their accounts not another user accounts29:20so how can I achieve this uh via record29:24level29:25security means I want that there's a use29:28two user let's suppose one is you Aman29:31and another one is me so I want that29:34Aman can see only uh his records not29:38mine and Vis versa so how can I achieve29:45that okay so that is the record level29:48security part so how can I achieve that29:50what should I do for29:51that there is setting in the object I29:53can't I can't recall its name like in29:56that left tab there is a setting object29:59uh o30:01Bally yes no no o WD is something else30:07but there is option which gives all the30:10filter to like to get the access of the30:13records uh uh basically uh to set record30:17level access we need to set owd first so30:21o is uh you heard owd what is30:26owd30:27yesd is organization wide default set30:30organization wide defa so that works on30:32on organization level so yes if I so uh30:38could you please tell me more if you30:39know about30:41owd what we can do using30:44owd like we can get like first of all if30:48you want to start as a organization we30:50must make the O private so all the30:54access will be taken by everyone and if30:57you want to give access to user one by31:00one we use permission sets and sharing31:02settings and roles and hierarchies and31:04all to open that access to31:07everyone so that is the only thing I was31:10asking to you that if uh on account I31:15make owd private MH then only the owner31:21can see his31:23records okay okay okay and uh uh two31:27more options are there uh one is private31:31sorry private we I have explained31:34another one is public and third one is31:37public31:38read so okay if you have any any idea31:41what public and public read31:45do like public will give you all the31:48access to edit and update when public31:50cre will give you the access to visible31:52but not to31:54update so public gives all access means31:57yes anyone can see any user record and32:01edit as well yes edited as well and in32:03public32:04read just just you can see the record32:07but not32:08edit okay so who can edit the record in32:12public32:15read only owner can edit the record only32:18owner can perfect perfect32:20to okay so uh if I come to32:26user uh can I delete a user in32:30Salesforce no you can't delete a32:32directly a user in Salesforce you can32:34deactivate a user or free a user for32:37some time if he is not available in the32:40organization oh so what is the32:42difference between deactivating a user32:44and freeze a32:46user so if a user has uh has gone on32:50leave from the organization then you can32:52freeze the user for that particular time32:54period And if a user has left the the32:57organization then you can deactivate the33:01user uh okay so if I want my license33:05back what should I do I should freeze33:07the user or I should deactivate the user33:10freeze the33:12user uh on freeze I can take my license33:16back you are saying33:18yes no to take license back I need to33:23deactivate the33:25user oh but DEA means the user is going33:28to left the organization why would he33:30need license back I am saying suppose a33:34user is there in my or and now he or she33:37is not working with my with my33:40organization so I will create some33:42another user record but for for to33:46create that user I need a license so33:48what should I do I need that user33:51license who left my33:54organization okay okay because you want33:55to replace that user from33:57yes so uh in freezed if I freeze a user34:02so free in freeze user cannot34:05login in deactivate as well user cannot34:09login in freeze user user have license34:13yes he already occupying a license yes34:16and in if you deactivate then license is34:20taken away from us it becomes available34:23for another use yes and the records uh34:27the all the records which owns that34:29particular user in if you freeze a user34:32records are still available to the user34:36and if you if you deactivate then34:38records are not AA available to the user34:41yes yes okay so user cannot be deleted34:45once we create in Salesforce only we can34:49be freezed or34:51deactivated yes perfect34:55perfect okay34:58so uh uh what is static resource in35:05Salesforce so static resource are the35:09resources that we want to like35:13use later like if you want to put some35:16file or photos or images like you can35:19upload that resource in that static35:21source and use it later oh so that is a35:24placeholder basically yes to hold some35:27images which you want to use in your35:30application or okay35:33perfect uh have you used custom setting35:36in35:38Salesforce custom35:42settings yeah I do but it use I use35:45metadata and all you use metad data okay35:50yes uh uh so what is metadata custom35:54metadata so metadata has suggest the35:58meaning of the mil is the data about35:59data so it just holds some like it it is36:03like a it is also like a object which36:06has the name and Fields but it can be36:11but it can hold multiple records which36:15can be used in the code and like it can36:17be editable directly in by the36:20configuration36:21part okay so you are seeing that custom36:25metadata is quite similar ilar to custom36:27object36:29yes oh so can you please tell me our36:33major advantage of custom36:38data okay so the major use I have use of36:41custom data in integration part like if36:44you want to place like if you want to36:48put some the URL and the method and the36:51headers of of the integration in a place36:54where it can be chain later using UI36:57then like you don't have to change in36:58the code then you you put those details37:00in the Meda and use that Meda in your37:04code oh37:07okay37:08okay37:10uh what is audit Trail in37:15Salesforce okay I never work on37:18that so you have no idea about audit37:22tril Okay cool so have you work on37:25reports37:28yeah I do work on37:30reports so what basically report is so37:34report it will give you the summarize37:36summarized view of your organization37:38like if you have a sales for or and you37:40want to get the summarized data what37:42what is happening and what amount of37:43data you have and so you will get the37:47summarized way of all the numbers in37:49your37:51reports37:53okay uh uh basically is a collection of37:55rows and columns37:57yes collection of row and columns and if37:59you want to make it more visually good38:02then you can use dashboard oh dashboard38:05uh so uh visually good you ask saying38:08what is uh the difference between uh38:11reports and dashboard main38:13difference so38:15reports uh reports are as you said38:17reports are the collection of rows and38:19column dashboard is uh like it gives you38:24like visually structure of that report38:26graphical representation gra yes that's38:30the right term graphical representation38:32of the perfect perfect so uh dashboards38:35gives the graphical uh representation of38:38reports you can create bar as as well38:42donut chart as well byart okay so have38:46you heard the word uh Dynamic38:51dashboard uh yeah do heard about it so38:55what is dynamic Dash word if you38:58know no but I I don't remember it like I39:02read about it but I forget okay no39:06issue39:08uh39:09okay uh uh what do you know about rollup39:12summary39:14field so role of summary field in in an39:18object we create role of summary field39:19to get the summary summary of39:23any any child records like if a parent39:27we get R summary field and we want to39:29get the count of the child records we39:32can use rup summary39:34field okay so where I should create Ro39:40of summary field on parent or child on39:42parent on parent you are saying so if if39:47lookup relationship is is there between39:49two objects can I create R of sumary39:53field uh sorry yes yes we can create39:57uh on lookup relationship I can create39:59rollup sumary40:00field uh no no for the sorry for the40:04rollup Su field it has to be Master40:06relationship Master DET Master detail40:10relationship exactly because in rollup40:13summary we are summarizing the data40:15counting and what uh we are uh finding40:20minimum maximum so yes sir a parent40:23should have at least one child record40:25for that yes okay uh can you please tell40:29me uh can I convert uh lookup40:33relationship in master detail and vice40:38versa uh yes you can convert lookup into40:42Master but you cannot convert Master40:44into40:45lookup I cannot convert Master into40:48lookup Yes actually I can do both there40:52are few things which I should uh taken40:55care of40:56while40:57converting okay no issue so uh can you41:01please tell me what is the relationship41:03between account and41:05contact so account is a parent record41:08and represent the company and contact is41:11a child record it ises the employees or41:14persons okay so what is the relationship41:16between them is it Master detail or is41:18it a lookup lookup41:21relationship lookup41:23relationship Okay so41:27uh that is also not lookup41:29relationship uh account and contact41:31Shares are special type of relationship41:33that is lookup Cascade delete means uh41:37it it is lookup relationship but it41:39behaves like Master detail so they share41:43a special type of relationship accounts41:45and41:46contact okay okay no41:50issue okay so perfect for me Aman uh41:55okay uh thank you for your time and uh41:58thank you sir thank you so much for the42:00opportunity and we'll proceed further42:03and I'll update you according to your42:06review thank you thank you okay thank42:08you thank you so much have a good day42:10than42:11same
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