Workbench Salesforce – Using Workbench

How to use Workbench Salesforce?

How can we use workbench salesforce? What we can do by using workbench salesforce?

In this post we will see about below concepts on workbench Salesforce.

1. How can we find information about Sobjects, Components & session information?
2. How to write SOQL & SOSL queries?
3. How to perform DML operation like Insert, Update, Upsert, Delete & Undelete oprations?
4. How can we perform Migrations like retrieve & Deploy?
5.  Executing Apex, ReST API quires & meta data API process status?

Finding information about Sobjects, Components & Session info

To find this information, login to workbench and go to info tab, you will get 3 options. See the below image for reference.

Workbench Salesforce 1

 Click on standard & custom objects to know about Sobjects information.

Select the object you are looking for in Choose an object to describe section. Tou will get the information about object like Attributes, Child relationships, fields..etc..

Workbench Salesforce3

Click on Metadata types & Components to know about components and click session to know about session information.

Writing SOQL & SOSL in workbench

To execute SOQL or SOSL queries, go to queries tab & click on query type you want to execute and select the object, fields you want to query and also you can filter results by using filter result by section. Query will automatically come based on your selection. If you are expert in SOSL, you can directly write query. See the below screen to understand SOQL query in workbench.

Workbench Salesforce 4

 In the same way, we can write SOSL queries also.

By using Data tab, we can perform DML operations like insert, update, upser & delete operation. By using migrations tab, we can retrieve & deploy meta data. By using utilities tab execute apex & REST API queries.

Cloud Computing Interview Questions

Interview Questions on Cloud Computing

What is Cloud Computing?
Cloud computing means storing and accessing data and programs over the Internet instead of your computer’s hard drive.
We can also define like it is a pool of highly scalable, abstracted and managed compute infrastructure capable of hosting end customer application & billed by consumption.

What are the characteristics of Cloud Computing?
On-demand, Scalable, Multi-tenant, Reliability and Utility based subscription.

What are the different types of cloud computing models?
1. Software as a service (SAAS)
2. Platform as a service (PAAS)
3. Infrastructure as a service (IAAS)

What is Software as a Service (SAAS)?
In SAAS, a complete application is offered to the customer as a service on demand. Highly scalable internet on based applications are hosted on the cloud & offered as a service to the end user.
Examples:, Google docs.

What is Platform as a service?
In PAAS, development environment is encapsulated & offered as a service. By using this we can develop, build & test our own applications.
Examples:, Google App Engine.

What is Infrastructure as a service (IAAS)?
This model is pay per use model, services like storage, database management & compute capabilities are offered on demand.
Examples: Amazon Web services.

What are the different types of clouds?
1. Public Cloud
2. Private Cloud
3. Hybrid Cloud

What is public cloud?
A service provider makes resources, such as applications and storage, available to the general public over the Internet. Public cloud services may be free or offered on a pay-per-usage model.

What is Private cloud?
It is designed to offer the same features and benefits of public cloud systems, but removes a number of objections to the cloud computing model including control over enterprise and customer data, worries about security, and issues connected to regulatory compliance.

What is hybrid cloud?
It is a composition of at least one private cloud and at least one public cloud. A hybrid cloud is typically offered in one of two ways: a vendor has a private cloud and forms a partnership with a public cloud provider, or a public cloud provider forms a partnership with a vendor that provides private cloud platforms.

list few Cloud provider companies?
IAAS Providers:
– Amazon Web Services (AWS)
– AT & T
– Cisco Systems
– GoGrid
– Hewlett-Packard
– Microsoft

PAAS Providers:
– CloudBees
– Engine Yard
– GigaSpaces
– Red Hat
– Google App Engine
– Force.companies

SAAS Providers:
– Google
– Oracle
– Workday

workbench in Salesforce

What is workbench?

It is a web based set of tools designed for admins & developers to interact with salesforce organization.

By Using Workbench
– we can know information about standard & Custom objects, Metadata types & component types and session settings.
– We can execute SOQL & SOSL Queries.
– We can perform DML operations like Insert, Update, Upsert, delete, Undelete & Purge orations.
– We can retrieve & deploy Metadata.
– We can execute REST API quires, Apex, we can manage passwords and also we can monitor deployment status.

How ca we login to the workbench salesforce?

To login this go to and select type of environment like sandbox/production and enter credentials to login. If you are login to developer edition, then select production. See the below screen for reference.

Workbench Login

Field Dependency in salesforce

What is field dependency?

Field dependency means, controlling a fields value based on the other field. For example, there are two fields called Country & State. I want to display only states related specific selected country when I select country.

More point about dependent fields
– The value selected in the controlling field affects the values available in the dependent field.
– A dependent field works in conjunction with a controlling field to filter its values.
–  We can define custom picklist fields as controlling or dependent fields.
– Standard picklist filed must be controlling fields. We cannot define standard picklist fields as dependent fields.
– We can define default values for controlling field. But we cannot define default fields for dependent fields.
– We cannot define multi-select picklist as controlling.
– We can define checkbox as controlling field only.

Below table may helps you to understand about which fields can be used as controlling & dependent fields.

Data Type Can we define as Controlling field Can we define as Dependent field
Standard Picklist Yes No
Custom Picklist Yes Yes
Multi-Select pick list No Yes
Checkbox Yes No

Creating a field dependency fields

To create field dependency

– Go to  setup menu and select the object you want to create field dependency.

– Click on filed dependency button & select controlling and dependent fields. See the below screen for reference.

Field Dependency 1

Click on continue and select dependent fields under controlling fields. click on include & then Save. see the below screen for reference.

Field Dependency2

Field dependency is created now. To test this go to Country field and select USA, In states you will get only States related to USA ( Alabama, Alaska, Delaware & Florida) as defined above.

Search Layout’s in salesforce

What is search Layout?

When we search for a record in global search, by default it will display only standard record name field, when we click on look up icon it will display only standard record name field in look up by default. But I want to display more number of fields when i do global search & and also i want to display more number of fields in look up. To display more fields use searchlayouts.

By using searchlayouts, we can customize which Sobject fields display for users in search results, look up dialogs, and the lists on custom tab home pages. We can also specify a different set of fields to show in each searchlayout. The settings apply to all users in your organization. And also we can specify which buttons to display in custom list views.

How can we add fields to this layout?

for standard objects: here i am giving example for Account object.

Go to Setup -> Build -> Customize -> Account ->  click “SearchLayout” you will navigate to below screen.

Search layout

Then click on which type of layout you want to modify & move the available fields to selected fields. See the below screen for reference.

Search Layout 2

We can add or remove fields by using add & remove button and also we change the order of fields by using up & down arrows shown in above image.

Some important points:
– We can add up to 10 fields in this layouts.
–  These layouts don’t apply to campaign members, opportunity teams & account teams.
– We can’t remove unique identifying fields like Account Name or Case Number, from the search layouts. These fields must be listed first in the order.
– We can‘t add long text fields such as Description, Solution Details, or custom long text area fields.
– Formula fields are not available in search result layouts.

Different types of salesforce packages

packages in salesforce

A package is a bundle/Collection/container for list of components or related application. We can distribute these package to other salesforce organization and users. There are two types of package.

1. UnManaged Package
2. Managed Package


What is UnManaged Package?
– Unmanaged package is used to distribute open source applications to provide developers with with basic functionality.
– We can edit unmanged package components after installing the unmanaged package in a salesforce organization.
– The developer who created unmanged package has no control on installed components, can’t edit & can’t upgrade.

What is Managed Package?
– Managed package is used to distribute and sell application to customers. By using the App exchange developers can sell and mange user baser based licences to the managed package application.
– Managed packages are fully upgradable.
– To ensure seamless upgrades, certain destructive changes, like removing objects or fields, can not be performed.

What is a formula field?

Formula fields

Formula fields

What is a formula field? It is a read only field, the value of formulafiled evaluate from expression defined by us. If we update any value in the expression, it automatically updates formula field value. We can create formula fields in both standard and custom object.

 We can return formule result in 7 ways those are:

1. Checkbox: Calculate a boolean value
2. Currency: Calculate a dollar or other currency amount and automatically format the field as a currency amount.
3. Date: Calculate a date, for example, by adding or subtracting days to other dates.
4. Date/Time: Calculate a date/time, for example, by adding a number of hours or days to another date/time.
5. Number: Calculate a numeric value.
6. Percent: Calculate a percent and automatically add the percent sign to the number.
7. Text: Create a text string, for example, by concatenating other text fields.

Creating this type of filed is like creating a normal salesforce field with data type formulae and we need to select result typed & provide expression.

Find more on salesforce formulafields

For Examples see salesforce reference

Creating custom Fields in salesforcce

Creating custom fields in salesforcce

A field is like a custom Database column. Object field Store the data for our records. Salesforce by default provide few fields with salesforce standard objects  those are called standard fields. We cannot delete salesforce standard field. If we want we can change label name. The field created by us are called Custom field. We can delete custom field in salesforce.

Creating fields in salesforce
Path for creating field for standard objects
Setup ->Build -> Customize ->select object-> Click on field-> Go to the custom field and relationships-> click on new button and create your custom field.

Path for creating field for Custom object
Setup->Build->create->object->select object-> Go to custom field and relationship and create your field in custom object.

Important points About Custom field
Changing the data type of existing custom field is possible but it may cause data loss.
Deleting a custom field removes both the data and field.
Custom field are stored for 15 days in recycle in after deletion.
If data is lost any list view based on the custom field will be deleted and assignment and escalation rules may be affected.

What is – to find salesforce system status

How can we know about salesforce instance performance & scheduled maintenance status? In, we can find the status of salesforce instances & maintenance status. is a community provided by salesforce to know real time status system performance & security.

In this community we can find:
Live & recent system performance data.
Planned maintenance information.
We can know about security details like threats, recent email threats, best practices & Report suspicious email.
And also we can know about global privacy & salesforce tools.

Below image shows look and feel of this community.

In this community they will provide status with below options

 Instance available

 Performance issues

 Service disruption

 Informational message

 Status not available

In salesforce, instance starts with NA (ex: NA0, NA1…etc) represents North America Instance, instance starts with AP (ex: apo, ap1…) represents APAC and instance starts with EU (Eu0, EU1…etc) represents EMEA. We will also find sandbox status in this community. Sandbox instances starts with CS (ex: CS0, CS1, CS2… etc.).

How can we find which instance we are using?

If you want to find the instance your salesforce environment, then log into your salesforce account. And refer URl to find the instance. See below image for reference.

Salesforce Instance

For more information on this see salesforce reference

How to use developer console in salesforce

Using Developer Console in Salesforce

We can use a developer console to create, debug and test applications in your salesforce organization. To open developer console follow below steps.

Click on your name -> Click on developerconsole. See the below image for reference.

Developer Console

By clicking on developerconsole it will open in new window.

Executing Apex code in developer console

1. Go to debug -> and click on “Open Execute Anonymous Window” or Ctrl/E

developer console

2.  Enter the code in that window and execute.

developer console

3. After executing the code every time log is created. If you select open log check box, then directly it will navigate to Log.

Developer Console

To open the logs double click on the log. We can open multiple logs at a time to compare results.

developer console

 How to view results in console? Once you click on execute button you will get log file, this log contain lots of information. Under log there are are some check boxes available to filter the results. This check box are use full to filter the log result For example log file in the above screen is very long and difficult to understand. By using this filters we can filter log file and which is simple to understand. See the below screen for reference.

Developer console

In the above screen, i only selected debug log check box, So it will display debug log statements. Like that by clicking on other check boxes, you can differentiate log results.

4. We can create/open classes, triggers, pages and static resources by using console.

Developer console

5. We can also run test classes, abort test class execution, we can clear test data and we can see code coverage of classes & triggers.

Developer console


For more information see the salesforce reference