Top 50 Salesforce interview questions and answers

Introduction:

For the two consecutive years, Salesforce was ranked the world’s No. 1 Customer Relationship Management service provider and in Jan 2021. In this present time, the most important agenda of all businesses around the world is Customer Relationship Management. For all businesses, Customer Relationship Management is not only the driving tool for sales in a business but also a significant key to sustain in the business.

Among the Customer Relationship Management service providers, Salesforce has an almost 19.7% share in the total Customer Relationship Management Market. Salesforce also accounts for more than 40% of shares in the cloud Customer Relationship Management market. So with these kinds of stats associated with Salesforce and along with its increasing growth, there would always be job opportunities available for the skilled and trained professionals in the Salesforce.

Fundamental Salesforce Interview questions and answers:

In order to prepare for the interview for the job that is available in the Salesforce, the following provided are the top Salesforce interview questions and answers:

1. Can you describe the object relationship summary?

This question is one of the fundamental Salesforce interview questions. To this question, you can say that the normal and the custom objects accounts can be associated in a linked list in Salesforce. Then it is completed by object relationship summary. We can create different types of associations so as to attach business cases with the exact type of customers. In many cases, it is to create a custom relationship on an object and describe the various types of relationships.

2. Can you say something about Salesforce?

To this Salesforce interview question, you can answer it in this way. Salesforce is a Customer Relationship Management (CRM) service provider that provides its service in connecting businesses with their customers. Salesforce is the leading Customer Relationship Management service provider in the world. Salesforce is a single and integrated Customer Relationship Management service providing a platform that provides a single and shared picture of every customer to all the departments. The departments comprise marketing, sales, service, commerce, and besides it also allows to store data in a secure cloud. Apart from all of this, Salesforce also helps in app development.

3. Can you tell us about the user profiles in Salesforce?

To this Salesforce interview question, you can say the group of permissions and settings that can provide lightning access to a user is user profiles. These user profiles comprise all the records, tabs, and page access that the user requires. These can be assigned to the users as per their job by a Salesforce admin.

4. What do you mean by a custom object in Salesforce?

For this Salesforce interview question, you could answer; The objects that are created by Salesforce for you is called a standard object. But the objects that are created by you in your organization are called custom objects.

5. What are the modifications that can cause data loss?

Several modifications can cause the loss of data. They are-

By altering from a check box, multi-select picklist, other figures to other types.
By altering data and date, time.’
By altering to auto-number excluding from text
By shifting from kind excluding picklist to multi-select picklist.

6. What are the kinds of portals available in Salesforce?

In this question, you can answer that there are three kinds of portals that are available in Salesforce.

Customer portals enable us to utilize the potentials of the web that can serve as the ideal channel to deliver superior self-service.
Self-service portals in which the customers can search for the details of the organization.
Partner portals allow the partner to log in to Salesforce through a separate website rather than using the non-partner portals.

7. What do you mean by bucket field in reports?

A bucket field is something that lets you group related records together through ranges and segments without using the custom fields and complex formulas. Earlier, without the bucket fields, we had to create custom groups to segment specific data. Whenever we create a bucket field, we need to create multiple categories to group report values.

8. What do you mean by a Visualforce Page?

To this salesforce interview question, you can answer this by saying Visualforce is the brand new markup language by rendering the standard styles of Salesforce. HTML is still used in Visualforce. Every Visualforce tag always begins with the “apex” namespace. By using the Visualforce Markup Language, all the design parts can be accomplished, and also the business logic can also be written in custom controllers that are associated with the Visualforce Page.

9. What are the Governor limits in Salesforce?

To this Salesforce interview question, you can answer that as the Salesforce is a multi-tenant architecture based, the Governor limits control over how much data and records one can store in the shared databases. The concept of the Governor limits was introduced in Salesforce to prevent the monopolization of the shared resources within the users. Some of the Governor limits in Salesforce are Static Apex limits, Size-specific Apex limits, Pre-transaction Apex limits, Email limits, Force.com Apex limits, Push notification Apex limits.

10.In Salesforce, can two different users have the same profiles?

This is one of the fundamental Salesforce interview questions and is frequently asked by the interviewers in a Salesforce interview. So basically, in Salesforce, a profile is a collection of rules and processes needed for a user to access certain records. And to answer the fundamental question here, two or more users can have the same profiles in Salesforce. But it is also important that every user gets an assignment with only one profile.

11. Can you tell us what are dashboards in Salesforce?

The Salesforce Dashboards are those that help in the representation of the data in the picture form. The dashboards in Salesforce can display almost 20 different reports at one time. There are two types of dashboards in Salesforce, i.e. static dashboard and dynamic dashboard. Static dashboards are those that show the data from the perspective of a single user. The dynamic dashboards in Salesforce are used for a particular user. It is impossible to schedule the dynamic dashboards because the data generated in the dynamic dashboard is in real-time.

12. What is a validation rule in Salesforce?

To this salesforce interview question, you could say; The validation rules lead to an improvement in the case of the quality of data. When some user enters data in a record, the validation rules check that the entered data is based on some specific standards. After that, the record is saved. After evaluating data in one or more fields, the validation rules return a value “True” or “False”. When the field returns a value of “True”, there is an invalid value. After that, an error message is shown on the page.

13. What are the characteristics and functions of a Rolls-up Summary field?

The characteristics of a roll-up summary field are-

The rolls-up summary field derived data from the Child object.
We cannot change things like the field type in a roll-up summary field.
It is created for a Master-Detail relationship. It is not created for a Look-up relationship.
The auto-numbers are not available here.

The functions of a roll-up summary field are to sum, count, min, and max.

14. What are the advantages of the Salesforce SaaS functionality?

There are several advantages of the SaaS in Salesforce. They are-

There will be no hassle for infrastructure management.
Security and uptime guaranteed.
There is an easy integration between different applications.
There is scalable performance for different operations.
Accessibility through mobile phones from anywhere.
It’s a pay-as-you-go model which suits all the customers.
Provision of latest features without any delay.

15.Can you tell us the meaning of the object relationship overview?

The object relationship overview is needed for the association of convention object records to normal object records in a linked list. It is used to track product flaws related to customer cases.

16. What are the different types of sandboxes in Salesforce? When can you use a sandbox?

A sandbox is a type of copy of the production environment. The org used is for development and testing purposes. It comes into use when it allows any development on Apex programming without even disturbing the production environment. The different types of sandboxes in Salesforce are Developer, Developer Pro, Partial Copy, and Full.

You can use a sandbox whenever you want to test a recently developed Visualforce page or Force.com application. It can be developed and tested in the sandbox org. In this way, one can develop the application without any problems and then migrate the metadata and data to the production environment. It allows the developers to test freely and experiment with different applications by doing this in a non-product environment.

17. Can you tell the difference between Force.com and Salesforce.com?

This is one of the most asked salesforce interview questions; Force.com is a type of platform-as-a-service (PaaS). It is used to customize a data model and a user interface. It cannot have accessibility to leads, opportunities, and accounts.

Salesforce is a Software-as-a-service (SaaS). Salesforce comes as out of a box solution. It comes with three core products – Sales Cloud, Marketing Cloud, and Service Cloud and accesses the leads, opportunities, and reports. Salesforce helps build Customer Relationship Management functionality-based applications. Salesforce.com is built seamlessly on Force.com, and they are interchangeable from a technical viewpoint.

18. What do you mean by junction object, and what is its purpose?

In Salesforce, the junction objects are used to build a many-to-many relationship between different objects. For instance, any user can take a recruiting application for a position at a job. It can be linked to many candidates or can take a candidate and link the candidate to several other jobs. And to connect the data model, the third party object is known as a junction object. Here is the junction object called Job application.

19. What is the different use of writing sharing rules? Can it be used to share rules to restrict data access?

The writing of sharing rules is used to edit access publicly, read and write, or publicize read-only access to particular individuals in the Salesforce org. For instance, when the managers and superior give the extra credentials to your records in objects compared to your peers. By default, all the users in your organization will have a sharing setting of organization-wide default in only either Public Read Only or in Private setting. So the sharing rules are written so that users can get access to more records that they do not own. For instance, the sharing rules are used for the extension of sharing access to users in public groups. So it makes the sharing rules not as strict as the organization-wide default settings. In simple words, they allow greater access to those users.

To answer the second question, the sharing rules cannot be used to restrict access to the data. Rather it is used to allow greater access to records.

20. What are the different Standard profiles in Salesforce?

To this Salesforce interview question, you can just explain the several Standard profiles in Salesforce. The different Standard profiles in Salesforce are-

System Administration which does the administration and customization of the application.
Read-only, which is just able to view the records.
A standard user who can view, edit, update or even delete one’s records.
Marketing user which can import leads into the organization with the standard user permissions.
Solution Manager, which comes up with standard user permission but also manages categories and published solutions.

21. What do you mean by the app in Salesforce? What are the different types of apps?

In Salesforce, the meaning of the app is a container for different things like a name, a logo, and a set of important tabs. These tabs work together for the accomplishment of a particular function. Salesforce helps in the process of customization of tabs according to our requirements. In that, we can create new applications with a combination of standard and custom apps.

There are two types of apps in Salesforce, i.e. Console apps and custom apps. The console apps are suitable for the clients’ service business focused on resolving client’s issues. The custom apps are suitable for almost every business that is thriving in the present times.

22. What are the types of custom situations in Salesforce?

In Salesforce, there are two types of custom situations. They are the List Custom situations and the Hierarchy Customs situations. The List Custom situations are the kind of locations that deliver a refillable set of static information. The information can be retrieved from the group even without the user or the profile. The Hierarchical Custom situations are the additional kind of situations generally practised for the built-in ranked logic for the “personalizing” locations for the exact profiles or users. One of the advantages of using custom situations is that it permits the developers to create a traditional set of contact rules for several users and profiles.

23. What is the difference between the Standard Controllers and the Custom Controllers?

These types of Salesforce interview questions are to be expected from the interviewer in the Salesforce interview. To differentiate between the Standard Controllers and the Custom Controllers, the Standard Controllers are automatically generated by Salesforce. The Standard Controller directly inherits all the properties of standard objects in Apex. It has similar logic as the standard objects and functions as any standard Salesforce page. The Custom Controllers are generated by you. It acts according to the written code. The Custom Controller defines its functionality. It is an Apex class. Its controller attribute can be used to associate with the Visualforce page.

24. Can anyone plan the dynamic dashboards?

This is a commonly asked salesforce interview question. Dynamic dashboards can be practised when you need to display user-specific information of a specific user. It can be their quotes, the sales or any amount of cash conclusions or lead transformed, etc. A stationary console can be practised when you want to display regional data or organization-wide to a number of users. It can be a specific support team’s concert or a specific region’s sales quantity on case conclusions. To answer the question asked above, anyone cannot plan a dynamic dashboard because when we open the console, it will show the data produced in real-time.

25. Can you explain the different kinds of reports in Salesforce?

There are different kinds of reports in Salesforce. In order to explain the different reports, here are the following-

The summary report is the same as a tabular report. Though it allows the users to group rows of data, view subtotals, and create charts.
A tabular report is the same as a spreadsheet. It is the fastest and simplest way to see data. Tabular reports are best in creating lists of records.
A Matrix Report is the same as a summary report. Though it allows the users to group and summarise the data by both rows and columns.
Joined Report lets us create multiple report blocks that provide different views of our data. Each block acts as one sub-report.

26. Explain the workflow in Salesforce. What are the different types of workflow components in Salesforce?

This is a commonly asked salesforce interview question; The workflow in Salesforce is known as the business logic that helps in the automation of the organization’s normal procedures and process. It saves a significant amount of time. The workflow also allows records to carry out tasks such as changing data, notifying individuals, and external systems. Tasks such as sending emails, updating a field, assigning tasks, and sending outbound messages can be automatized.

In Salesforce, there are five components of workflow-

Workflow tasks
Workflow rules
Workflow field updates
Workflow outbound messages
Workflow email alerts

27. Explain the different ways to share a record.

In Salesforce, the sharing of the record involves three different types of approaches. They are role hierarchy, manual sharing, and OWD. The role hierarchy comprises adding a user to a specific role to provide the read access. Manual sharing comprises the sharing of only one record to a user or a group of users. OWD approach is used for the establishment of the baseline setting for the organization. It manages the level of access to see the records of other users.

28. When can we use the data loader?

There are various situations when the data loader can be used. They are the following-

When you need to load an object that needs support from web-based importing.
When you need to load more than 50,000 records to less than 5,000,000 records.
When you want to export the data for backup purposes.
When you want to be able to save multiple files on mapping for future usage.
When you want to prevent duplication by uploading the records.

29. Explain PaaS.

To answer this salesforce interview question, you could say; PaaS is the Platform as a Service. PaaS is used as a cloud service. It provides an operating system, hardware storage, and network services through the cloud. It is like a rental service where you will need to pay the service providers based on a subscription. The top five PaaS providers are AppScale, AWS Elastic Beanstalk, Engine Yard, CA Technologies, Appistry.

30. Explain the various Salesforce editions.

This question is one of the fundamental Salesforce interview questions. The different Salesforce editions are-

Essential- the Essential edition of Salesforce is specially designed for small-scale businesses. It has an easy to use UI and various tools that can be used to customize it according to the needs of the business.
Professional- The Professional edition is specially built for the business that needs customer relationship management functionality. It comprises features such as easy customization and integration with other technologies and administration tools that help in the deployment of a small-scale application.
Enterprise- the Enterprise edition of Salesforce is built for large-scale businesses. It provides an advanced customization tool. The Enterprise edition provides the special administration tools that help large-scale businesses. The Enterprise edition allows access to the features of the API of Salesforce.
Unlimited- the unlimited edition of Salesforce comprises extremely advanced features that help in maximum usage. It allows for the efficient management of the business resources that can be instantly met on demand. Apart from all these, it also provides premier support, high storage limit, an increased number of custom apps, and many other features.
Developer- the Develop edition of Salesforce gives access to APIs and the lightning platforms. The developers can customize the Salesforce platform with the provided tools and integrate it with other technologies and applications. It consists of all the features that are constituted in the Enterprise edition of Salesforce.

31. How does an Apex work?

This is a commonly asked salesforce interview question. The Apex in Salesforce is used for the execution of flows and transact control statements. The Apex is a kind of strongly typed object-oriented programming language in Salesforce. It helps in adding business logic to the majority of system events.

The platform application that is a server on Force.com compiles the code into a set of instructions. Those are mainly abstract. The Apex runtime interpreter read the set of instructions. After that, the set of instructions are stored in the metadata. The end users can demand the execution of the Visualforce page. Then the app servers receive the end-user request and bring the compiled instructions from the metadata. After which, the application servers send the compiled instructions before the result is provided.

32. What do you mean by the trigger?

A trigger is a type of lever. Whenever it is pulled by the hand, it releases the hammer on the fire alarm. A trigger is a set of Structured Query language statements in a database. It automatically does the “fires off” action when a specific operation occurs, which can be changing data in a table. It generally consists of an event and an action. Triggers check on or consistently change data to preserve data integrity.

33. What do you mean by the Master-Detail Relationship in Salesforce?

The chief object assures the behaviour of the subordinate child object is like a parent-child association. It is a 1: n association that constitutes merely one parent and several numerous children. If a record is erased in the master object, then the consistent fields reliant on the object are also erased. This is known as a force delete. The reliant will receive the allocation and the security locations from its master. You can call this the master-detail relation if the normal object is the main in the relationship.

34. What are the different types of SOql statements in Salesforce?

The SOql is known as the Salesforce Object Query Language. The SOql is used to perform database operations in Salesforce. It is very similar to the select statement in the Structured Query Language, which is very widely used.

With the SOql, a simple but powerful query string can be created in several following environments-

Apex statements
Visualforce controllers and getters method
In the query call of the query string parameter

35. Can there be a roll-up instantaneous field in the Master-Detail relationship situation?

Yes, there can be a roll-up instantaneous field in the Master-Detail relationship situation. But it does not happen in a look-up association. The term roll-up instantaneous field is used to present value in a chief record basing upon the standards of a set of arenas in a record. By a master-detail relationship, the aspect record needs to be connected to the master. There are four controls that can be done using the rolls-up instantaneous field.

We can sum up the number of aspect records that are linked to a master record.
We can compute the sum.
We can compute the smallest value.
We can compute the supreme value of a field in the aspect records.

36. What is Track Field History?

When an object is created, you can enable the ‘Track Field History’. When the ‘Track Field History’, the user can see the ‘Set History Tracking’ button under the section of ‘Custom Field and Relationships’. It is available on the object detail page. You can click the ‘Set History Tracking’ button. Then the tracking of the field will be enabled whenever you want. If you want to see the object history, you need to go to the object’s record layout and then add the Object Name History related list to the layout. After that, whenever the user changes the field value to another value, the history of the field in the ‘Object History’ related list will be shown.

37. Can you explain the difference between the role and profile in Salesforce?

A profile is ultimate control access to the records the user has in a Salesforce org.Without being given a profile no one can work at the Salesforce org. Therefore, the profile is compulsory for every user.

The role hierarchy allows higher-level users in the hierarchy to access the records owned by the lower level users in the hierarchy. The Role is not mandatory g=for every user.

38. What are the fields that are automatically indexed in Salesforce?

There are the following fields that are automatically indexed in Salesforce-

Primary keys such as id, name, and owner field.
Audit keys such as SystemModStamp.
Custom fields that are patented as an External ID or a unique area.
Foreign keys such as master-detail or lookup fields.

39. What do you mean by cloud computing?

This is an important salesforce interview question and answer. Cloud computing provides computational services such as storage, servers, databases, software, networking, analytics, intelligence, and the internet. It helps the organization in faster innovation, flexibility in allocating resources, the economics of scale. It helps in the reduction of the cost of the organization that is associated with the storage task. Cloud-based storage helps to save the files in the remote database instead of a proprietary hard drive. It also provides access to the data and the software programs to run until an electronic accessory has access to the web.

The cloud services can be both public or private. The private cloud services can provide services to a particular number of people. The public cloud services provide chargeable services all over the internet. These services are a group of networks that specifically supply hosted services.

40. What do you mean by an audit trail?

An audit trail is a distinct feature of Salesforce. It maintains the integrity of Salesforce. The feature of the Audit trail is suitable for the tracking changes for tracking changes that are made by you or the administrators. The Audit trail always constitutes the date and time of a modification and the username of the modifier. Also, it provides the exact information of said changes that are implemented.

41. In what situation is the look-up relationship used in Salesforce?

When you generate a link between two objects, look-up relationships are cast off. It happens without the dependence of the parental object. Just like in the case of the master-detail relationship, this can also be taken as a procedure of parent-child association in which there will be one unique parent and several children. The only change, in this case, is that even being a supervisory field, erasure of a record will not result in involuntary deletion of the lookup field in the child thing. Therefore, the records in the child’s object will not be exaggerated. Even the child fields will not receive the owner, sharing, or safety locations of the parent.

42. What happens when a user is given the custom object permit?

This is an important salesforce interview question and answer. When you define a custom object, the user can perform several tasks. They are the following-

The user can create the custom fields.
The user can relate the custom object to other records, track events and tasks.
The user can also build page layouts.
The user can create a custom tab for the custom object.
The user can scan custom object data and then create reports and dashboards.
The user can share custom apps, custom tabs, custom objects, and different other components.

All these can only be done when the custom object has a definition.

43. What is a Skinny Table? Can you tell us the considerations for the Skinny Table?

To answer this salesforce interview question, you could say; The Skinny Tables are useful for accessing the frequently used fields and avoiding joins in Salesforce. In turn, this greatly improves the performance. Even when the source tables are transformed, the Skinny tables will be in sync all together with the source tables. The considerations for the Skinny Tables are-

Skinny Tables can constitute a maximum of 100 columns.
It cannot constitute fields from other objects.
As of the simmer’15 release, the Skinny Tables are copied to the Full Sandbox organizations.

44. What do you mean by fiscal year in Salesforce?

In Salesforce, a fiscal year is the starting and end of the financial year of a company. The fiscal year is useful in calculating the annual financial statements in organizations and businesses. In Salesforce, the fiscal year is of two types, i.e. Standard fiscal year and the custom fiscal year.

The standard fiscal year provides a Georgian calendar which is by default known as the standard fiscal year. Although it is not mandatory for all organizations to have the same calendar, they can change to the different calendars that they are using. Whichever it is, the fiscal year is based on the start or end of the selected month.

The custom fiscal year is used by the administrator when the standard fiscal year does not meet the organization’s requirements. The administrator has to enable it in order to be able to use the custom fiscal year. The custom fiscal year should be defined so as to fit the company’s calendar.

45. Can you tell us what you mean by activity in Salesforce?

While creating an object, an activity is created. In order to do that, you should check for the “Allow activities” checkbox. After that, the user can add open Activities and the activity history-related lists on the object layout. Activities are of two types, i.e. tasks and events.

A task is a work assigned to a certain person, but it does not have a certain time limit.

An event is when all the persons are assembled at one time and for a certain amount of time. After the completion of the time limit, the event will be completed.

46. What are the different APEX triggers in Salesforce?

An APEX Trigger is a kind of code that is executed before and after the DML operations. The operations are Insert, Update, Delete, Merge, Undelete, Upsert, etc. In Salesforce, the APEX Triggers are of two types-

Before Triggers- they are useful for updating and validating the record values before they are saved to the databases.
After Triggers- they are useful for accessing the field values of the records. Then they are stored in the databases, and they use these values to make changes in other records.

47. Can you tell us about the custom labels in Salesforce?

This is a commonly asked salesforce interview question and answer. The custom labels are also known as the custom text messages in Salesforce. The custom labels can be accessed from the Visualforce pages or Apex classes. In this, the values can be transformed into any language that is supported by Salesforce. The advantage of the custom label is they enable the developers to create different multilingual applications. This presents information in the user’s native language automatically.

48. List the limitations of the time-dependent workflow.

The following listed are the limitations of the time-dependent workflow-

When formula fields include the related-object merge fields, time triggers cannot reference.
You cannot add or remove a time trigger if the workflow is active. Also, when the workflow rule is included in the package.
Time triggers never support minutes or seconds.

49. Can you tell us the difference between the edit page and the detail page?

When a user creates a new record or edits an existing record, the user can input the values for the fields. This page is known as the edit page.

After the creation of a new record or editing the existing record, the user can see all the information of the record. This page is known as the detail page.

50. Can you list the advantages of Salesforce SaaS functionality?

The following listed are the advantages of the Salesforce SaaS functionality-

The Salesforce SaaS functionality is a pay-as-you-go model that perfectly suits all the customers.
All the applications of the Salesforce SaaS functionality are accessed through the internet.
There is no hassle for infrastructure management.
The latest features of the Salesforce SaaS functionality are provided without any delay.
There is an easy integration among the various applications.
There is always scalable performance for various performances.
The Salesforce SaaS functionality provides accessibility through mobile phones from anywhere.

Conclusion:

Being the world’s leading Customer Relationship Management, Salesforce has some amazing statics in this field. Salesforce accounts for more than 40% shares in the market of the Cloud CRM Space. Salesforce accounts for 19.7% of the market shares all over Customer Relationship Management, and it dominates the CRM space.

Having the mind-blowing statistics in the field of Customer Relationship Management makes it an extremely eligible company for anyone to apply. The above discussed Salesforce interview questions and answers in which various types of fundamental Salesforce questions and Salesforce Developer interview questions are given and their respective answers. The above Salesforce interview questions are provided with an objective that the candidates can get an idea about the Salesforce Interview questions and appear in the Salesforce interview. The candidate needs to be confident in himself and get through the above-discussed salesforce interview questions and answers in order to appear in the Salesforce interviews. Being confident and prepared- these are the two critical components for cracking any interview.

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Salesforce interview questions and answers