OWD & SHARING RULES

1. What are OWDs?

A. OWD is the default access level on records for any object in sales force.
For custom objects we can see below access levels:
Private
Public Read only
Public Read/Write
By default after creating custom object OWD access level is Public Read/Write.
Private: only owner and above hierarchy users can have Read/Write access and below hierarchy
users don't have any access.
Public Read only: only owner and above hierarchy users can have Read/Write access and below
hierarchy users can have only Read Only.
Public Read/Write: Irrespective of role hierarchy everyone can have Read/Write permissions on
the records.
2. What are different types of OWDs we have?
1. Private
2. Public ReadOnly
3. Public ReadWrite.
4. PublicReadWriteTransfer
5. Public FullAccess
6. No Access
7. View Only
8. Use
9. Controlled By Parent.(Available for Related objects)
3. What is difference between Private, Public Read, and Public Read/Write?
Private: only owner and above hierarchy users can have Read/Write access and below hierarchy
users don't have any access.
Public Read only: only owner and above hierarchy users can have Read/Write access and below
hierarchy users can have only Read Only.
Public Read/Write: Irrespective of role hierarchy everyone can have Read/Write permissions on
the records
4. What is public read write / transfer?
PublicReadWriteTransfer option will be available for both "Lead and Case" objects.

5. On which object we can assign public Read/Write/Transfer?

We can assign to Lead and Case Objects.
6. What is full public Access?
7. On which object we can grant full public access
PublicFullAccess option is available for only "Campaign" object.?
8. What is controlled by parent?
9. What is the use of grant access using role hierarchy?
10. What are sharing rules?
Sharing rules are used by administrators to automatically grant users within a given group or role
access to records owned by a specific group of users. Sharing rules cannot be added to a package
and cannot be used to support sharing logic for apps installed from Force.com
AppExchange. Sharing rules can be based on record ownership or other criteria. You can't use
Apex to create criteria-based sharing rules. Also, criteria-based sharing cannot be tested using
Apex. All implicit sharing added by Force.com managed sharing cannot be altered directly using
the Salesforce user interface, SOAP API, or Apex.
11. How many types of sharing rules are there?
Types of Sharing Rules in Salesforce and Explain it?
Account Sharing Rules:
Based on who owns the account
Set default sharing access for accounts and their associated cases, contacts, contracts, and
opportunities
Contact Sharing Rules:
Based on who owns the contact (must be associated with an account)
Set default sharing access for individual contacts and their associated accounts
Cannot use with: Territory Management and B2I (Person Account) enabled orgs
Opportunity Sharing Rules (EE/UE):
Based on who owns the opportunity
Set default sharing access for individual opportunities and their associated accounts
Case Sharing Rules (EE/UE):
Based on who owns the case
Set default sharing access for individual cases and associated accounts
Lead Sharing Rules (EE/UE):
Based on who owns the lead
Set default sharing access for individual leads
Custom Object Sharing Rules (EE/UE):
Based on who owns the custom object
Set default sharing access for individual custom object record

12. What is owner based sharing rule?

13. What are criteria based sharing rule?
14. What are manual sharing rules?
15. What are apex sharing rules?
16. What is view all permission in profile on object?
17. What are modifying all permission in profile?
18. Which will dominate the access on the record (Profile or OWD)

Data Loader
1. What is Data Loader?
Data Loader is a client application for the bulk import or export of data. Use it to insert, update,
delete, or export Salesforce records. When importing data, Data Loader reads, extracts, and
loads data from comma-separated values (CSV) files or from a database connection. When
exporting data, it outputs CSV files. By using data loader we can upload up to 5,00,000 records.
Data Loader is a stand-alone tool to process bulk records. With Dataloader we can process
maximum of 5 million records. Most of the time we use only Dataloader. Default batch size of
the Dataloader is 200.
2. On which standard objects we can perform operations using data loader?
In all standard objects we can perform operations using data loader.
3. On how many records we can work using data loader?
When to Use the Data Loader
Available in: Enterprise, Unlimited, Developer, and Database.com Editions
The Data Loader complements the web-based import wizards that are accessible from the Setup
menu in the online application. Refer to the following guidelines to determine which method of
importing best suits your business needs:
Use the Data Loader when:
You need to load 50,000 to 5,000,000 records. If you need to load more than 5,000,000 records,
we recommend you work with a Salesforce.com partner.
You need to load into an object that is not yet supported by web-based importing.
You want to schedule regular data loads, such as nightly imports.
You want to export your data for backup purposes.
Use Web-based importing when:
You are loading less than 50,000 records.
The object you need to import is supported by the web-based import wizards.
You want to prevent duplicates by uploading records according to account name and site, contact
email address, or lead email address.

4. What are the operations we can perform using data loader?

Operations supported by data loader are:

Extract, Upset, Insert, Delete, Update
Insert (Inserting brand new records, no need of ID)
Update (Updating the existing records based on the record ID)
Upsert (To Upsert we should have one external ID field on the object, based on the
external id field if the value already exists it will update, if doesn't exist then it will
insert)
Delete (Delete the records based on the id provided, to delete we need only id, deleted
records can be found in recycle bin)
Hard delete (Delete the records based on the id provided, to delete we need only id,
deleted records can't be found in recycle bin, Note: If we enable bulk API in data loader
settings then only we can perform Hard delete.)
Export (From any object we can export records based on the SOQL query, Note: We
can't export deleted records which are there in the recycle bin)
Export all (From any object we can export records based on the SOQL query, Note:
Using Export all we can export deleted records which are there in the recycle bin also)
5. If we want to login in data loader without security token?
You can add a Login IP Range to the profile as follows:
Login IP Ranges
IP Start Address
IP End Address
0.0.0.0
255.255.255.255
Notice that this should be done at profile level only, and you must consider that you are allowing
the user to actually login from any IP address.
Click Your Name | Setup | Manage Users | Profiles, and select a profile.
6. Which time zone is used in data loader?
7. How to insert null values into dataloader?
In dataloader settings we should enable 'insert null values' checkbox otherwise we can't insert
null value
8. How to enable European time format in data loader?
9. How to run data loader through command prompt?
10. What is external Id in the Upset Operation?
11. If we give duplicate external id what will happen?

12. What is the difference between export and export all?

Difference between Export and Export all in Data Loader
Export: It is used to export the Salesforce Data (excluding recycle bin's data) into your
local system.
Export All: It is used to export the Salesforce Data (including recycle bin's data) into your local
system.
13. What is advantage of data import wizard?
Salesforce introduce Data Import wizard, thats provides a unified interface that lets you import
data for a number of standard Salesforce objects, including accounts, contacts, leads, and
solutions. The wizard also lets you import data for custom objects. You dont have to pick and
choose between different wizards in Setup anymore. Now you can do it all in one place. This
feature available
in Developer, Performance, Enterprise, Professional, Contact Manager, Group and Unlimit
ed editions except Database.com.
Note:The separate import wizards for accounts, contacts, leads, solutions, and custom objects are
still available.
14. Is data loader is non-atomic?
15. What is the default size of the data loader?
16. What is process config file?
17. What is data config file?