Salesforce Interview Questions and Answers

salesforce interview questions and answers

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Best Salesforce Interview Questions and Answers

In the present time, every organization is highly dependent on salesforce certified experts. With salesforce, an organization can build an effective relation with the customers which will not only elevate the sustainability of the business but will also improve the sales of the business. Salesforce is one of the popular CRM tools and so several job opportunities are now coming up in this field with attractive salary package. So, we have provided the most frequently asked top 50 Salesforce Interview Questions and Answers.

Top Salesforce Interview Questions and Answers

Aspirants can make use of these top 50 salesforce interview questions and answers to boost up their confidence and attend salesforce interviews most proficiently. We have analyzed and communicated several salesforce interviewers and employers to create these top salesforce interview questions and answers. These questions will be highly useful for the aspirants preparing for salesforce interviews. Both freshers and experienced persons can make use of our Salesforce Interview Questions and Answers. We wish you all success in your salesforce interview preparation. Make excellence in your career life with our utmost 50 salesforce interview questions and answers.

Salesforce is a pioneer in launching several CRM applications; it is actually one of the CRM tools in the form of Software-as-a-Service or SaaS. Salesforce is defined to be a customer success platform that consists of several tools and services that is not only used for relationship management but also for custom app development. With Salesforce, you can run your business from anywhere at any time because it securely stores the data on the Cloud which is an added benefit.

With custom object, you can store your business data in salesforce.com. Once the custom object is successfully created, a page layout for user interface is instantly built by the platform.

There are four different field types in Salesforce and they are:

  • Identity
  • Name
  • System
  • Custom

The tab that displays the embedded custom object data or web content data within an application is known as custom tab. It actually resembles the same as the standard tab.

In classic, the custom tab will be initially added to an app and then it will be displayed as a tab while in lightning the same custom tab appears as an item in the navigation bar of the app.

One of the salesforce features that is used to link custom object records to the standard object records is known as the object relationship overview. It can also be used to define several relationship types. Custom relationship overview is also used to track the product defects with individual cases of customers.

There are three different types of relationships present in Salesforce and they are:

  • Master-Detail relationship
  • Lookup relationship
  • External lookup

Yes, only in master-detail relationship, we can find the roll up summary field.

An app is actually a container that consists of names, logo and several set of essential tabs. Every tab is used to accomplish a specific function with greater accuracy. With salesforce, you can customize tabs as per your preference. Also, we can create new applications by merging custom and standard tabs with the help of salesforce.

There are two types of apps present in Salesforce and they are custom app and console app. Every business scenario nowadays prefers custom apps while console apps can be used in businesses that are known to resolve client issues. And, so it is certain that console apps are not frequently used as custom apps.

Yes, we can upload custom logo in the form of a document and it can be selected for a particular organization in creating a custom app as preferred.

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Some of the specialized conditions that can be customized on a page layout are as follows: fields, buttons, custom links and other sections that are in association with these conditions.

Salesforce actually provides four different types of reports that vary in terms of format and structure that is involved in presenting a data in the report and they are as follows:

  • Tabular report
  • Matrix report
  • Summary reports
  • Joined reports

A collection of processes and rules used by an individual to access a particular set of records is known as a profile in salesforce. And, two users can use same profile but every user will get individual tasks in one profile only.

Profile is actually highly mandatory for all the users of salesforce. Without a profile, no user can work effectively in salesforce.org. A role is actually used to control the access levels that can be granted for data usage. An user with a role will have the rights to view, edit or report any data that is owned or shared by users at the lower-level.

Some of the benefits of salesforce are as follows:

  • It improves communication and enhances better organizational understanding
  • It improves the understanding of customers and assist organization’s to provide better service
  • It automates the repetitive tasks and reduces the cycle time and cost
  • It provides essential features like interactive dashboard and data analytics for data analysis

Salesforce Dashboard can represent data in the form of easily understandable pictures and it can exactly display about 20 reports at a time. And, there are two types of salesforce dashboards and they are:

  • Static dashboard
  • Dynamic dashboard

Static dashboard in salesforce actually displays a particular data emerged from a single user’s perspective.

Data for specific user can be obtained from an ideal dynamic dashboard. Scheduling feature cannot be acquired with dynamic dashboard as you will find only real-time data on the dashboard.

A replica of the production environment that is used for development objectives and testing is known as sandbox. Here, with the help of sandbox, we can acquire testing and development of applications without moving them directly to the production unit. There are four types of sandboxes and they are Partial and Full copy, developer and developer pro.

A distinct feature that is used to maintain the integrity of salesforce is known as audit trial. With audit trial, the changes done by the user and the administrator can be tracked. It provides the complete modification details like the date and time of the modification and the username from which the changes have been done. Also, you can get the complete changes made instantly.

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Workflow is used to automate a particular business process in salesforce it consists of several rules and specific set of regulations with which users can automate a task including creating and updating a task. Some of the actions that are associated with workflow include email alert, field update, outbound message and task.

When a single user owns more than 10,000 records then that special condition is termed as data skew in which users are tend to face some issues while performing several updates.

A code that is performed after or before executing a function which includes insert, delete or update is known as trigger. It can be used to conduct custom actions after or before implementing modifications in the records of salesforce.

The new version of sObject records can be returned with the help of trigger.new. Only yet to be saved records of database are returned through trigger.new. This is applicable for update and insert triggers.

Trigger performs activities through programming approaches while workflow does not require any coding requirements. The workflow rules can be used for objects from child to parent while trigger is applicable for all types of objects.

Only the platform the delivers the service is the difference between force.com and salesforce.com. It is known that force.com is a PaaS while salesforce.com is a SaaS.

The deployment techniques involved in salesforce are as follows:

  • Salesforce package
  • Eclipse with force.com IDE
  • Migration Tools
  • Change sets

Around 2000 records can be actually displayed in salesforce reports which may include summary, matrix and tabular reports.

The different methods that are used to share a record are as follows:

  • com Managed Sharing
  • Record Ownership
  • Role Hierarchy
  • Apex Managed Sharing
  • Sharing Rules
  • User Managed/Manual Sharing

Only one active assignment lead can be assigned for a particular case/lead.

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Junction objects are used to build many-to-many relationships with the help of salesforce objects.

Salesforce CRM is highly used nowadays to automate the sales tasks to improve sales as it is handy to operate the sales functions at ease. Using salesforce CRM, an organization’s sales team can respond to the clients in lightning speed. Moreover, salesforce CRM comes with several collaboration and productivity tools which can be used in any devices from anywhere. This assists the sales team to stay connected time to time and ensure effective product and service sales.

Three types of email templates can be created in salesforce and they are:

  • HTML with letterhead
  • Visualforce
  • Custom HTML

Usually the users and administrators will require a permission called “Edit HTML Templates” to generate HTML with letterhead and custom HTML while to create visualforce template, the permission will be granted only for administrators and developers.

The governor limits in salesforce are effectively used to control the volume of data and the number of records that are being stored in the shared databases. As salesforce comes under a multi-tenant architecture, it is valid to use governor limits. Salesforce actually requires only a single database where data from multiple clients can be stored.

To create MDR on objects in an existing record the below mentioned steps has to be followed:

  • Initially we will have to establish a lookup relationship between the two objects
  • Then we will have to affix the child records with the parent
  • Then finally we will have to convert the field type to MDR

Follow the below steps to find out the user information in salesforce:

  • Initially open setup from salesforce org
  • Then choose administer, here you will be able to access the company profile from which you can get the company information at ease

The storage records can be in the form of images, documents or files while the storage options present in Salesforce are as follows:

  • Attachments
  • Google Drive
  • Libraries
  • Chatter Files

The apex in salesforce is used to execute the transaction control statements and flow. The object-oriented programming language is highly used to add business logic to several system events. Also, it is certain that all apex programs run on force.com platform on an on-demand basis.

Mentioned below are some of the methods available to call an apex class:

  • From Developer Console
  • From JavaScript Link
  • From Home Page Components
  • From another Class
  • From Visualforce Page
  • Using Triggers

The standard controllers are generated automatically by the salesforce while custom controllers are generated by the code written by the users.

Standard controllers can directly inherit the standard objects and buttons in apex and its functionality and property are similar to that of the standard salesforce page while custom controllers are declared to be an apex class and it is used to define its functionality and uses controller attributes to perform the functionalities associated with the visualforce page.

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Pagination actually displays a large number of useful records that are found available in multiple pages. Usually the list control portrays only 20 records in a page and so with pagination we can elevate the page size using the controller extension highlight.

Only one controller but multiple controller extension can be used in visualforce page.

The global apex code that is used to collect the user id of the currently logged in users is as follows:

Userinfo.getUserId()

SOQL known as Salesforce Object Query Language can be used in triggers and classes which allows users to query a single object at a single point of time while SOSL also known as Salesforce Object Search Language, used in classes only can be involved in finding out the emails, texts and phone fields with several objects.

sObject data type in Apex is used to programmatically represent the custom and standard objects in salesforce. The sObject variable is actually defined to be a row of data which uses SOAP API, the name of the object.

To pass a value from a controller to the visualforce page, we can use the getter method and when we desire to move back to the controller then we will have to user the setter methods.

A wrapper class can be defined as a data structure or a class which is an abstract data type formed by several object collections. With the wrapper class properties, we can check the records and process tem effectively for a specific action.

With sharing rule, we can provide sharing access to various users who come under several public groups, roles, and organization. It actually comes under record ownership or some other criteria.

A maximum of ten field dependencies can be used in visualforce page.

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