Monday, 3 September 2012

Profile Related ?

Different Between Profile and Role?
What is Profile ?
Profiles control a user’s object- and field-level access permission.
 A user can't be defined without being assigned to a particular profile. Whereas coming to roles.
 What is Role?
 Roles control user's record-level access permissions through role hierarchy and sharing rules.
 Although a role assignment is not required when we create a user.

What is Record Type and Why Use?
Ans:- Record types allow you to offer different business processes, pick list values, and page layouts to different users based on their profiles. Record types can be used in various ways.
1)      Create record types for opportunities to differentiate your regular sales deals from your professional services engagements and offer different pick list values for each.
2)      Create record types for cases to display different page layouts for your customer support cases versus your billing cases.

Whjat is Public Groups?
Groups are sets of users. They can contain individual users, other groups, the users in a particular role or territory, or the users in a particular role or territory plus all of the users below that role or territory in the hierarchy.Customer Portal users can’t access this object.
What is What is Queue?
Ans:- Queues is a feature available to users that allows you to integrate prospect assignments with your current workflow. Rather than assigning to a specific user in Pardot, you can choose to assign leads to a queue and then use your CRM workflow or manual method of distributing leads to sales representatives. Queues allow you to use the benefits of Pardot lead management without disrupting your existing workflow.

What is Template and Why use ?
Template is Reusable componentwe can use the sending the Email. has a concept of Communication Templates that allow you to create "templates" for emails that you can send via

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