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Microsoft turns up the heat on, Oracle

Microsoft is rolling out its CRM Online service globally and offering financial incentives to users who switch over

Microsoft announced last week that it’s Dynamics CRM Online software is now available in 40 markets around the world, bringing it in closer competition with and Oracle’s CRM on Demand. Read the rest of this entry


Microsoft Dynamics CRM 2011 vs. Why Microsoft is the better investment?

With the advent of Microsoft Dynamics CRM 2011 right around the corner, the choice between and Microsoft Dynamics CRM just got a lot easier.  If you are a business that utilizes Microsoft Office applications, including Microsoft Outlook, choosing Microsoft Dynamics CRM 2011 over makes a lot of sense.

Here are the key differentiators that make us feel Microsoft Dynamics CRM 2011 is the better investment:

1)      Office Experience

  • Microsoft Dynamics CRM is a true Microsoft Outlook application, not just a plugin
  • SFDC is repealing Outlook features; for example, users can’t manage opportunities and leads anymore
  • SFDC Outlook plugin can be a point of failure.  This is true of any CRM vendor doing integration with Microsoft Office, Microsoft will always be one step ahead on this front. 

2)      Dashboards

  • CRM 2011 inherits security and data privileges…SFDC does not
  • CRM 2011 allows charts, lists, iFrames to be displayed…SFDC only reports
  • CRM 2011 data is real time…SFDC has a lag of 30-60 minutes
  • CRM 2011 allows for unlimited data refreshes.  SFDC limits refreshes

3)      Inline Analytics

  • CRM 2011 offers Inline Analytics…SFDC does not have a parallel offering
  • SFDC users must leave their task or process…open reports or dashboards..and hope that they don’t get distracted

4)      One-Click Drill Down

  • CRM 2011 offers One-Click drill down…SFDC does not have a parallel offering
  • SFDC users can click on a static image of a chart to pull up the full report.  From the full report they can drill down…much less clicks with CRM 2011

5)      User Interface Customizations

  • CRM 2011 offers a new drag and drop capability for end users that is so easy
  • SFDC offers UI personalization…but users can’t revert changes
  • SFDC personalization features are for power users and administrators only

6)      Value Matters

  • CRM 2011 Online – $44/user/mo. – one version.  A promotional introductory price of $34/user/mo. was recently announced and will be available through June 30 2011.
  • SFDC Professional – $65/user/mo.
  • SFDC Enterprise – $125/user/mo.
  • SFDC Unlimited – $250/user/mo.

7)      Hidden Costs – aka, the SFDC Tax

  • CRM 2011 Online – $44/user/mo. – one version, one price.  Includes 5 GB data storage, mobile client, web portal accelerator that you can customize, knowledgebase, and document management options (simple – out of the box, robust – out of the box SharePoint 2010 integration (SharePoint purchased separately)
  • SFDC – Data Storage (5GB) – $1,000/year.  Professional / Enterprise provide 20 MB of data and 600 MB of file storage/user.
  • SFDC – Mobile $/user/mo.
  • SFDC – Knowledge Base – $/user/mo.
  • SFDC – Customer Portal – $/user/mo.
  • SFDC – Partner Portal – $/user/mo.
  • SFDC – SLA – Not Available.  CRM 2011 has a 99.9% uptime, financially backed SLA.

Need to decrease the number of users?  SFDC does not allow the number of user subscriptions purchased to be decreased during the subscription term.

Salesforce Interview Questions Part#5

1. Difference between Sandbox and Development environment?

2. How to schedule export or take the backup of salesforce?

3. Do governor limits apply to sandbox instances?

Ans : Governor limits do apply to all Salesforce instances (trial, developer, production or sandbox environments). However code coverage and successful execution of test classes is only enforced when deploying to a production environment.

4. What is Roll up summary field in Salesforce?
Ans : Roll up summary field in salesforce calculates the Count, Sum, Min or Max of particular field of any child record. Thus, we can say that Roll up summary field can only be created on Master object.

5. How many types of the relationship fields available in Salesforce>

Ans :
Master Detail
Many to Many

6. How to create many to many relationships between object.

Creating many to many relationship in salesforce is little tricky. You cannot create this type of relationship directly. Follow below steps to create this type of relationship. Create both objects which should be interlinked.

Create one custom object, which should have autonumber as unique identification and create two master relationships for both objects, no need create tab for this object. Now on both object, add this field as related list.

7. If one object in Salesforce have 2 triggers which runs “before insert”. Is there any way to control the sequence of execution of these triggers?

Ans : has documented that trigger sequence cannot be predefined. As a best practice create one trigger per object and use comment blocks to separate different logic blocks. By having all logic in one trigger you may also be able to optimize on your SOQL queries.

8. How to delete the User from Salesforce?

Ans : As per now, salesforce does not allow to delete any user, however you can deactivate the user.
9. How to delete the users data from Salesforce?

Ans : To delete the Users Data go to Setup | Administration Setup | Data Management |  Mass Delete Record, from there select the objects like Account, Lead etc and in criteria select the users name and delete all records of that user related to particular object.

10. How to restrict the user to see any record, lets say opportunity?

Ans : set up opportunity sharing to be private.  If both users are admins or have view all records on opportunity, then that overrides private sharing.

11. What is the difference between and trigger.old in Apex – SFDC?

Ans : :

Returns a list of the new versions of the sObject records. Note that this sObject list is only available in insert and update triggers, and the records can only be modified in before triggers.

Trigger.old :

Returns a list of the old versions of the sObject records. Note that this sObject list is only available in update and delete triggers.

12. How to restrict any Trigger to fire only once ?

Salesforce Interview Questions Part#4

1) How do you hide Header and Sidebar on Visualforce page?
2) What is difference between standard and custom controller?
3) What is Controller extension?
4) How do you read parameter in Visualforce page?
5) How many dependent drop down can be put on one Visualforce page?
6) What is the maximum size of the PDF generated on Visualforce attribute renderAs?
7) How to use actionPoller tag?
8. What is difference between actionFunction and actionSupport Tag ?
9) How can we check the object accessibility on visualforce page?
10) How many rows return by list controller?
11) What is custom component?
12) What is assignTo attribute and what is its use?
13. What are Apex Governor Limits?

Ans: Governor limits are runtime limits enforced by the Apex runtime engine. Because Apex runs in a shared, multitenant environment, the Apex runtime engine strictly enforces a number of limits to ensure that code does not monopolize shared resources. Types of limits that Apex enforces are resources like memory, database resources, number of script statements to avoid infinite loops, and number of records being processed. If code exceeds a limit, the associated governor issues a runtime exception.

14. How to create and host S Control in Salesforce ?


Determines if an expression is null (blank) and returns TRUE if it is. If it contains a value, this function returns FALSE.  Text fields are never null, so using this function with a text field always returns false. For example, the formula field IF(ISNULL(new__c) 1, 0) is always zero regardless of the value in the New field. For text fields, use the ISBLANK function instead.
Multi-select picklist fields are never null in s-controls, buttons, and email templates, so using this function with a multi-select picklist field in those contexts always returns false.
Empty date and date/time fields always return true when referenced in ISNULL functions.
Choose Treat blank fields as blanks for your formula when referencing a number, percent, or currency field in an ISNULL function. Choosing Treat blank fields as zeroes gives blank fields the value of zero so none of them will be null.
Merge fields can be handled as blanks, which can affect the results of components like s-controls because they can call this function.
When using a validation rule to ensure that a number field contains a specific value, use the ISNULL function to include fields that do not contain any value. For example, to validate that a custom field contains a value of ’1,’ use the following validation rule to display an error if the field is blank or any other number: OR(ISNULL(field__c), field__c<>1)

Determines if an expression has a value and returns TRUE if it does not. If it contains a value, this function returns FALSE.
Use ISBLANK instead of ISNULL in new formulas. ISBLANK has the same functionality as ISNULL, but also supports text fields. will continue to support ISNULL, so you do not need to change any existing formulas.
A field is not empty if it contains a character, blank space, or zero. For example, a field that contains a space inserted with the spacebar is not empty.
Use the BLANKVALUE function to return a specified string if the field does not have a value; use the ISBLANK function if you only want to check if the field has a value.
If you use this function with a numeric field, the function only returns TRUE if the field has no value and is not configured to treat blank fields as zeroes.

15. Is it possible to write the Apex code from user Interface?

You can add, edit, or delete Apex using the user interface only in a Developer Edition organization, a Enterprise Edition trial organization, or sandboxorganization. In a production organization, you can only make changes to Apex by using the Metadata API , deploy call, the IDE, or Migration Tool. The IDE and Migration Tool are free resources provided by to support its users and partners, but are not considered part of our Services for purposes of the Master Subscription Agreement.

Salesforce Interview Questions Part#3

1. What is Apex ?
Ans: It is the in-house technology of which is similar to Java programming with object oriented concepts and to write our own custom logic.

2. What is an S-Control ?
Ans: S-Controls are the predominant widgets which are completely based on Javascript. These are hosted by salesforce but executed at client side. S-Controls are superseded by Visualforce now.

3. What is a Visualforce Page ?
Ans: As I said in the above answer, S-controls are superseded by Visulaforce, Visualforce is the new markup language from salesforce, by using which, We can render the standard styles of salesforce. We can still use HTML here in Visualforce. Each visualforce tag always begins with “apex” namespace. All the design part can be acomplished by using Visualforce Markup Language and the business logic can be written in custom controllers associated with the Page.

4. Will Visual force still supports the mege fields usage like S-control?
Ans: Yes. Just like S-Controls, Visualforce Pages support embedded merge fields, like the {!$User.FirstName} used in the example.

5. Where can I write my Visualforce code ?
Ans: You can write the code basically in 3 ways. One go to, setup->App Setup->Develop->Pages and create new Visulaforce page. While creating the Page, You will find a salesforce editor. You can write your Visualforce content there. Or go to Setup -> My Personal Information -> Personal Information -> Edit check the checkbox development mode. When you run the page like this, you will find the Page editor at the bottom of the page. You can write you page as well as the controller class associated with it, there it self. OR Using EclipseIDE you can create the Visulaforce page and write the code.

6. What is difference in ISNULL and ISBLANK?
7. How many types of Reports I can create in salesforce. what are they?
8. What is dashboard. How it is created ?
9. What is Page Layout?
10. What is the Related List?
11. What is the difference between Page Layout and Related List?
12. What is mini page lay out?
13. How do I change the home page layout?
14. When you can’t add Time dependent action in Workflow rule?
You can’t add time-dependent actions to a rule if you choose Every time a record is created or edited.

15. are the types of email templates available in

HTML with Letter Head
Custom HTML
Visual force

Salesforce Interview Questions Part#2 – Customization

1. Explain how MVC architechture fit for Salesforce
2. How will you create relationships between objects?
3. How many types of relationships are possible on objects?
4. How many data types are supported for a Custom Object Standard Field Name?
5. What are activities?
6. What is the difference between Task and Event?
7. List and describe the features used to set permission and data access in a custom app.
8. How will you create a User?
9. What are the available editions of salesforce. ?
10. What is the difference between Enterprise/Professional/Unlimited/ editions?
11. What are Sharing Settings?
12. What are Person Accounts?
13. How forecasting works in salesforce?
14. What are the system fields. Can you name some of them?
15. What are the default components available on home page?

Salesforce Interview Questions Part#1 Technical

1. What are recursive triggers. How can we avoid the recursion problem?
2. What are Apex Governer Limits.?
3. What are the Spring’10 features?
4. How do you use an actionFunction tag?
5. What is the difference between apex:actionFunction and apex:actionSupport tag?
6. What is actionPoller?
7. How do you do FileUpload using Visualforce?
8. What is the difference between a Profile and Role?
9. What is appexchange? How can I host my application on appexchange?
10. What are the different editions available on salesforce?
11. What is batch apex. ?
12. When will we use batch apex and what is the best practice?
13. What are webservice callouts?
14. What are wrapper classes?
15. When do we use wrapper classes?