Interview Questions.

Q1. What Is Report?

To summarize the information of an object we use reviews.

Q2. What Are Different Types Of Reports?

Tabular document:This is the maximum primary document. It displays just the row of records in a table like layout with grand general. Tabular reviews can not be used for generating dashboards.

Summary document:This is the maximum usually kind of file. It permits grouping of rows of facts. It supports sorting and displaying subtotals. For example in a recruiting app, a precis record might be used to display open positions classified through department call.

Matrix report :This is the maximum complicated report format. Matrix record summarize records in a grid layout. Matrix reviews allows facts to be grouped by each columns and rows.

Joined Reports: Joined reviews allow you to create more than one record blocks that offer one-of-a-kind views of your statistics. Each block acts like a “sub-record,” with its personal fields, columns, sorting, and filtering. A joined report can even comprise facts from one of a kind report sorts.

Q3. Explain Dynamic Dashboard?

Dynamic dashboards in Salesforce shows set of metrics that we want throughout all levels of your business enterprise.

Dynamic Dashboards in salesforce are Created to provide protection settings for the dashboards in salesforce.Com. We may have a requirement in an organisation to “view all facts” via each user in an enterprise consistent with their get admission to we must pick Run as Logged-in User. There are two setting alternative in Dashboards.

They are:

Run as detailed User.

Run as Logged-in User.

Q4. What Is A Custom Report Type?

Custom document kinds permit you to construct a framework in the report wizard, from which customers can create and customise reports. You construct custom document types off of the relationships (grasp-element and lookup) between gadgets so that you can:

Choose which trendy and custom objects to show to users creating and customizing reports.

Define the relationships between objects exhibited to users creating and customizing reports.

Select which objects' fields can be used as columns in reports.

Note that the visibility of custom file sorts inside the record wizard is managed with the aid of users' get right of entry to to the items in the document kind.

You might also outline which associated data from other gadgets are again in record effects through choosing a courting to some other item.

You can partner up to 4 gadgets to a custom file type.

Q5. What Are Limitations Of Salesforce Reports?

Support for fashion evaluation in Salesforce within reason restrained.

User Interface of Salesforce reports and dashboards is constant. Salesforce does now not support pixel ideal report.

Salesforce reports do now not guide uploading information from different resources

When showing items and their children, Salesforce does no longer help reporting on items that don't have any kids.

If an item has  distinctive associated lists, then Salesforce reporting does no longer help displaying each those associated lists together.

Q6. How Many Records We Can Display On Page For A Report?

We can display as much as 2000 statistics on a page. If more statistics are there to show we cannot see those through person interface. If you export the information to a excel sheet then you can export all records.

Q7. What All Reports Can Be Used To Generate Dashboards?

Summary and Matrix reviews

Q8. What Is Dashboard?

Dashboards are graphical illustration of news. Dashboards may be generated for summary or matrix reviews (and no longer for tabular reviews). Dashboards show information as in line with ultimate time file became run.

A dashboard could have upto 20 additives.

Q9. Can We Mass Delete Reports Using Apex (nameless Apex)?

Salesforce has not exposed any API for Reports. So excellent manner is :

Move all reports wishes to delete in new folder.

Inform absolutely everyone that reviews may be deleted after some time may be 30 days.

Import your reviews folder in Eclipse together with all reports to be deleted after which delete the the reviews folder in eclipse. It will delete all the reports without delay.

Q10. How Access To Reports And Dashboard Is Controlled In Salesforce?

Access to reviews and dashboards are managed by means of folder wherein they are stored. If user has get entry to to folder then they could run reports found in that folder.

In reports information displayed is as in step with running consumer's protection get admission to. Reports can be run on each fashionable and custom items.

Reports information is always generated in real time. When a document is saved, reviews configuration parameters are stored but the generated facts isn't stored.

Q11. What Is Analytical Snapshot?

Analytical picture lets in reports run at scheduled time to be stored as items. Analytical snapshots are used to perform trend analysis. As an example if we want to view how monthly income are growing, fields in a document with sales discern can be saved in a custom object every month using Analytical image. Data in this custom item can then be used to carry out fashion evaluation.

Analytical snapshot are available from the Data Management menu alternative. Source file in Analytical snapshot may be of the type Tabular or Summary.

Setup Analytical reviews require a 4 step technique:

Select supply file

Select custom item

Map supply file fields to custom object fields

Schedule the frequency for taking the snapshots

Q12. Is It Possible That Data You See On Dashboard And Data You See On Report After Drilling Down The Report On Dashboard Are Different?

Yes.

When a consumer views the drill-down document for a dashboard thing, strolling person's get admission to permissions decide what statistics is displayed on the drill down document. Hence it is feasible that facts within the drill down file does no longer match the cumulative dashboard records.

Remember record runs based on present day or logged in consumer and display actual time records but dashboard keep the information from reviews while you refresh dashboard. In order to peer real time information on dashboard, refresh the dashboard.

Also dashboard can run based totally on logged in user or specified consumer however reports constantly runs primarily based on logged in user.

Q13. What All Things Are Not Supported In Joined Reports?

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

Bucket fields

Cross filters

The Rows to Display filter out

Q14. What Is Difference Between Custom Report Types And Standard Report Types?

Standard file kinds are file kinds which salesforce create itself when we create objects and relationship between them.

Custom file sorts allow admin to specify what all fields could be available to person at the same time as growing a document. Also its offer capability to partner as much as four objects.

Q15. What Are Different Chart Types Available For Dashboards?

Vertical column

Horizontal bar

Line

Donut

Funnel

Pie

Funnel is used to show share of values towards every different.

Pie is used to demonstrate proportion of unmarried cost against total.

Donut is used to illustrate share of single value towards overall and also show the full price.

Q16. What Are Bucket Fields?

Bucketing lets you fast categorize record statistics with out developing a formula or a custom field. For example, create a bucket field named Size based on the # Employees discipline. Then, create buckets that organization records into “Large,” “Medium,” or “Small” degrees which you define. Bucket fields may be used like another area to kind, filter out, and institution your file.

You can add up to 5 bucket fields according to record, each with up to twenty buckets. Only numeric, picklist and textual content subject can be used for bucketing. Other information kinds aren't supported.

Q17. Can We Create A Formula Type In Reports?

Yes.

Formula are not available in tabular reports however to be had for different record types.

Formula can be only in range, foreign money and percent layout.