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Lightning Data Services

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LDS manages data for you; changes to a record are reflected in all the technologies built on it.
Records loaded in LDS are cached and shared across components.
Accessing the same record see significant performance improvements, because a record is loaded once, no matter how many components are using it.
Components—lightning-record-edit-form, lightning-record-form, and lightning-record-view-form
They provide a UI to view, create, and edit a record—similar to the record detail page in Salesforce.
Use the lightning-record-*-form components to:
- Create a metadata-driven UI or form-based UI similar to the record detail page in Salesforce.
- Display record values based on the field metadata.
- Display or hide localized field labels.
- Display the help text on a custom field.
- Perform client-side validation and enforce validation rules

lightning-record-form

way to display a form to create, edit, or view a record.
The form switches between view and edit modes automatically when the user begins editing a field.
The component uses the object's default record layout with support for multiple columns.
It loads all fields in the object's compact or full layout, or only the fields that you specify.
To improve performance, specify fields instead of a layout whenever possible.

lightning-record-edit-form and lightning-record-view-form

To customize the form display or provide custom rendering of record data, use lightning-record-edit-form (to add or update a record) and lightning-record-view-form (to view a record).
lightning-record-edit-form enables you to prepopulate field values using the lightning-input-field component.
You have more control over the fields. To apply custom UI.

Wire adapters and functions in the lightning/ui*Api modules

@wire – decorator is used on the components
If LDS detects a change to a record or any data or metadata it supports, all components using a relevant @wire adapter receive the new value.
LDS Detection triggers if:
- A Lightning web component mutates the record.
- The LDS cache entry expires and then a Lightning web component's @wire triggers a read. The cache entry and the Lightning web component must be in the same browser and app (for example Lightning Experience) for the same user.
LDS tasks:
- Loads record data progressively.
- Caches results on the client.
- Invalidates cache entries when dependent Salesforce data and metadata changes.
- Optimizes server calls by bulkifying and deduping requests.

LDS maintains a client-side cache of record data that has been loaded via a wire adapter.
Lightning Data Service re-requests the record data from the server to satisfy requests that occur after the cache lifetime.
However, you might also get updated record data even before the cache lifetime has passed. The cache lifetime is subject to change as part of ongoing improvements to Lightning Data Service.
LDS maintains a separate timeout for object and layout metadata, which are cached in a durable store.
When you make layout changes to record pages on custom objects, the layout changes don't appear immediately.
The record page displays the updated layout after the timeout when you reload the page. To see your layout changes immediately, log out and log back in.
Durable caching is available in orgs with secure browser caching, which is enabled by default.

lightning/ui*Api Wire Adapters and Functions

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Data Guidelines

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format and nomenclature of a user story

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interview questions for a functional consultant

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Here are some interview questions for a functional consultant in a more general sense. Depending on the specific role and industry, questions may vary, but these can provide a good starting point:

1. **Question:** Can you describe your experience with business process analysis and improvement?

2. **Question:** How do you approach gathering and documenting business requirements from stakeholders?

3. **Question:** Explain a situation where you had to balance conflicting requirements from different departments. How did you handle it?

4. **Question:** What methodologies or frameworks have you used for implementing business solutions, and why?

5. **Question:** How do you ensure that a proposed solution aligns with the overall business strategy and goals?

6. **Question:** Can you give an example of a successful implementation where you significantly improved business processes?

7. **Question:** How do you handle resistance to change when introducing new systems or processes within an organization?

8. **Question:** In your experience, how do you prioritize and manage multiple competing projects or tasks?

9. **Question:** What role do key performance indicators (KPIs) play in your work, and how do you use them to measure success?

10. **Question:** How do you ensure effective communication between technical teams and non-technical stakeholders during a project?

11. **Question:** Describe a situation where you had to customize a solution to meet unique business requirements. What challenges did you face?

12. **Question:** How do you stay informed about industry trends and updates relevant to your role as a functional consultant?

13. **Question:** Can you discuss your experience with system integrations and how you ensure seamless data flow between different platforms?

14. **Question:** In your opinion, what are the key qualities of a successful functional consultant?

15. **Question:** How do you handle situations where the initial requirements evolve or change during a project?

16. **Question:** Can you share an example of a project where you had to troubleshoot and resolve unexpected issues or challenges?

17. **Question:** What role do user acceptance testing (UAT) and training play in your implementation process?

18. **Question:** How do you approach data migration and ensure data accuracy and integrity during system transitions?

19. **Question:** Describe your experience with stakeholder management. How do you ensure their expectations are met?

20. **Question:** What tools or software do you frequently use in your role as a functional consultant?

These questions cover a range of skills and experiences relevant to a functional consultant position. Tailor your responses based on your specific background and the requirements of the role you're interviewing for.

Salesforce functional consultant

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1. **Question:** What is Salesforce, and how does it support business processes?

**Answer:** Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, service, marketing, and more. It supports business processes by providing a centralized platform for managing customer data, automating workflows, and facilitating collaboration.

2. **Question:** Explain the role of a Salesforce functional consultant.

**Answer:** A Salesforce functional consultant analyzes business requirements, translates them into Salesforce solutions, configures the system, and ensures that Salesforce meets the client's needs. They play a crucial role in designing and implementing solutions to optimize business processes.

3. **Question:** What is the difference between a workflow rule and a process builder in Salesforce?

**Answer:** Workflow rules automate standard internal procedures to save time across your org. Process Builder is more robust and can handle more complex processes by allowing you to create flows with multiple decision points.

4. **Question:** How do you handle data security in Salesforce?

**Answer:** Salesforce uses a role hierarchy, profiles, and permission sets to control data access. Profiles determine object and field-level permissions, while permission sets extend those permissions. The role hierarchy defines who can view or edit records based on their position in the hierarchy.

5. **Question:** What is the difference between a role and a profile in Salesforce?

**Answer:** A profile controls object and field-level permissions, while a role defines the hierarchy of data access. Profiles are assigned to users, determining their access, while roles impact record-level access based on the hierarchy.

6. **Question:** Explain the difference between a custom object and a standard object in Salesforce.

**Answer:** Standard objects are pre-built objects in Salesforce, like Accounts, Contacts, and Opportunities. Custom objects are created by users to store data unique to their organization's needs.

7. **Question:** How do you handle governor limits in Salesforce?

**Answer:** Governor limits are thresholds set by Salesforce to ensure fair usage of resources. As a consultant, you should design solutions with these limits in mind, utilizing features like batch processing, asynchronous operations, and proper coding practices to stay within the limits.

8. **Question:** What is the significance of the Master-Detail relationship in Salesforce?

**Answer:** In a Master-Detail relationship, the master record controls certain behaviors of the detail record, and the detail record inherits security and sharing settings from the master. Deleting a master record automatically deletes related detail records.

9. **Question:** How can you ensure successful user adoption of Salesforce within an organization?

**Answer:** Training and communication are key. Develop a comprehensive training program, provide ongoing support, and communicate the benefits of Salesforce to users. Address concerns and feedback actively to ensure a positive user experience.

10. **Question:** Describe the difference between a validation rule and a workflow rule.

**Answer:** A validation rule enforces data quality by preventing users from entering incorrect data, while a workflow rule automates standard internal procedures based on defined criteria. Validation rules operate before records are saved, while workflow rules operate after.

Remember, these answers are concise, and during an interview, it's crucial to provide more detailed responses based on your experience and understanding of Salesforce concepts.

Forecasting: Sales Cloud offers forecasting capabilities that allow sales managers to predict future sales revenue accurately. It provides customizable forecasting models, real-time visibility into sales pipeline, and tools to identify and address potenti

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Salesforce forecasting is a powerful tool that allows businesses to predict future sales and revenue. By analyzing historical data and using various forecasting models, businesses can make informed decisions and set realistic goals for the future. One of the key features of Salesforce forecasting is its ability to provide accurate and real-time data. This means that businesses can access up-to-date information on their sales pipeline, allowing them to make more informed decisions and respond quickly to changes in the market. Salesforce forecasting also allows businesses to create custom forecasts based on different variables. For example, businesses can create forecasts based on product lines, regions, or specific sales teams. This level of customization allows businesses to analyze their sales data in a way that is most relevant to their specific needs. Another benefit of Salesforce forecasting is its ability to integrate with other Salesforce tools. For example, businesses can use Salesforce's CRM to track customer interactions and then use this data to inform their sales forecasts. This integration ensures that businesses have a complete and accurate picture of their sales pipeline, which in turn allows for more accurate forecasting. Salesforce forecasting also has a collaborative aspect. Sales teams can work together to create and update forecasts, ensuring that everyone is on the same page and working towards the same goals. This collaboration can help to improve accuracy and increase buy-in from team members. Overall, Salesforce forecasting is a powerful tool that can help businesses make more informed decisions and set realistic goals for the future. By analyzing historical data, businesses can gain insight into their sales pipeline and make predictions about future revenue. With its real-time data, customization options, and collaborative features, Salesforce forecasting is a valuable tool for businesses looking to improve their sales performance.