Interview Questions.

Question 1. What Is Report?

Answer :

To summarize the data of an item we use reviews.

Question 2. What Are Different Types Of Reports?

Answer :

Tabular document:This is the maximum primary record. It presentations simply the row of facts in a table like format with grand overall. Tabular reviews cannot be used for producing dashboards.

Summary document:This is the most commonly form of file. It permits grouping of rows of facts. It supports sorting and displaying subtotals. For example in a recruiting app, a summary record may be used to show open positions categorized by means of department call.

Matrix record :This is the maximum complex report format. Matrix file summarize data in a grid format. Matrix reviews allows records to be grouped by way of each columns and rows.

Joined Reports: Joined reviews will let you create multiple record blocks that offer one of a kind views of your data. Each block acts like a “sub-report,” with its personal fields, columns, sorting, and filtering. A joined file may even include information from unique report types.

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Question three. What All Reports Can Be Used To Generate Dashboards?

Answer :

Summary and Matrix reviews

Question four. What All Things Are Not Supported In Joined Reports?

Answer :

The following items aren’t supported in joined reviews, and aren’t converted:

Bucket fields
Cross filters
The Rows to Display filter out
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Question five. What Are Bucket Fields?

Answer :

Bucketing lets you quickly categorize document records without creating a formula or a custom discipline. For example, create a bucket area named Size based totally at the # Employees subject. Then, create buckets that group statistics into “Large,” “Medium,” or “Small” degrees that you outline. Bucket fields may be used like every other discipline to type, clear out, and organization your document.

You can upload as much as 5 bucket fields consistent with report, every with up to 20 buckets. Only numeric, picklist and text discipline can be used for bucketing. Other information kinds are not supported.

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Question 6. Can We Create A Formula Type In Reports?

Answer :

Yes.

Formula aren't available in tabular reviews however available for other report types.

Formula may be only in quantity, forex and percentage format.

Question 7. What Is A Custom Report Type?

Answer :

Custom report sorts permit you to construct a framework in the record wizard, from which users can create and customize reports. You construct custom report sorts off of the relationships (master-detail and research) among gadgets so that you can:

Choose which general and custom objects to show to users developing and customizing reviews.
Define the relationships between objects displayed to customers developing and customizing reviews.
Select which objects' fields may be used as columns in reports.
Note that the visibility of custom record kinds within the document wizard is managed with the aid of customers' access to the objects inside the document type.
You may additionally outline which associated statistics from different items are returned in record results by using selecting a courting to another object.
You can companion as much as four items to a custom document kind.
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Question eight. What Is Difference Between Custom Report Types And Standard Report Types?

Answer :

Standard document sorts are file types which salesforce create itself while we create gadgets and dating between them.

Custom file types permit admin to specify what all fields may be available to person even as growing a report. Also its provide functionality to associate as much as 4 gadgets.

Question 9. How Access To Reports And Dashboard Is Controlled In Salesforce?

Answer :

Access to reports and dashboards are managed via folder in which they're stored. If consumer has get entry to to folder then they can run reports found in that folder.

In reviews information displayed is as in step with running user's security get right of entry to. Reports can be run on both preferred and custom items.

Reports records is always generated in actual time. When a document is saved, reports configuration parameters are saved but the generated records isn't saved.

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Question 10. What Is Analytical Snapshot?

Answer :

Analytical photograph permits reports run at scheduled time to be saved as gadgets. Analytical snapshots are used to perform fashion evaluation. As an example if we want to view how monthly sales are growing, fields in a file with sales determine can be stored in a custom object each month using Analytical picture. Data on this custom object can then be used to perform trend evaluation.

Analytical photo are to be had from the Data Management menu alternative. Source file in Analytical snapshot may be of the sort Tabular or Summary.

Setup Analytical reports require a 4 step method:

Select source file
Select custom object
Map supply record fields to custom object fields
Schedule the frequency for taking the snapshots
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Question 11. What Is Dashboard?

Answer :

Dashboards are graphical representation of stories. Dashboards may be generated for summary or matrix reports (and not for tabular reports). Dashboards show statistics as in step with closing time file become run.

A dashboard could have upto 20 components.

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Question 12. Is It Possible That Data You See On Dashboard And Data You See On Report After Drilling Down The Report On Dashboard Are Different?

Answer :

Yes.

When a user views the drill-down document for a dashboard issue, jogging user's get right of entry to permissions determine what statistics is displayed at the drill down document. Hence it's miles possible that information within the drill down document does now not in shape the cumulative dashboard facts.

Remember file runs based totally on present day or logged in consumer and show actual time records but dashboard store the records from reviews while you refresh dashboard. In order to see actual time records on dashboard, refresh the dashboard.

Also dashboard can run primarily based on logged in person or distinct person but reviews continually runs primarily based on logged in user.

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Question thirteen. What Are Different Chart Types Available For Dashboards?

Answer :

Vertical column
Horizontal bar
Line
Donut
Funnel
Pie
Funnel is used to show proportion of values towards every different.

Pie is used to demonstrate percentage of single price towards overall.

Donut is used to demonstrate share of single price against general and additionally show the total cost.

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Question 14. What Are Limitations Of Salesforce Reports?

Answer :

Support for trend evaluation in Salesforce is fairly confined.
User Interface of Salesforce reviews and dashboards is fixed. Salesforce does now not assist pixel best file.
Salesforce reports do no longer support uploading information from other resources
When showing objects and their kids, Salesforce does no longer guide reporting on gadgets that do not have any children.
If an object has two exclusive associated lists, then Salesforce reporting does now not help showing each these related lists collectively.
Question 15. Explain Dynamic Dashboard?

Answer :

Dynamic dashboards in Salesforce displays set of metrics that we need throughout all levels of your organisation.

Dynamic Dashboards in salesforce are Created to offer protection settings for the dashboards in salesforce.Com. We may also have a demand in an agency to “view all facts” by way of every consumer in an organization in line with their get entry to we need to select Run as Logged-in User. There are  putting choice in Dashboards.

They are:

Run as unique User.
Run as Logged-in User.
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Question sixteen. Can We Mass Delete Reports Using Apex (anonymous Apex)?

Answer :

Salesforce has now not exposed any API for Reports. So first-rate way is :

Move all reports desires to delete in new folder.
Inform anybody that reports might be deleted after a while may be 30 days.
Import your reviews folder in Eclipse which include all reviews to be deleted and then delete the the reports folder in eclipse. It will delete all of the reports straight away.
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Question 17. How Many Records We Can Display On Page For A Report?

Answer :

We can show as much as 2000 data on a web page. If more data are there to show we can not see those thru user interface. If you export the statistics to a excel sheet then you can export all facts.

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