Best Salesforce Interview Questions and Solutions for 2024

Salesforce Interview Questions and Solutions

1. What’s Salesforce?

This is likely one of the most simple salesforce interview questions, the place the interviewer is solely checking if you’ll be able to membership your wisdom into a handy guide a rough resolution or now not! Right here’s a brief and simple resolution to this salesforce interview query – Salesforce is among the finest Buyer Dating Control (CRM) product that is dropped at subscribers as an economical software-as-a-service (SaaS).

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2. What’s a customized object in Salesforce?

In Salesforce, customized items refer particularly to database tables that retailer information connected in your corporate in Salesforce.com.

3. What does a customized object allow the person to do?

As soon as the customized object is outlined, the subscriber can carry out the next duties:

• Create customized fields
• Relate the customized object to different data
• Monitor occasions and duties
• Construct web page layouts
• Create a customized tab for the customized object
• Analyze customized object information
• Create dashboards and studies
• Proportion customized tabs, customized apps, customized items, and quite a lot of different connected parts.

None of those duties will also be achieved till the customized object has a definition.

4. What’s Self-Dating?

A Self-Dating is a look up dating to the similar object. It’s this premise that permits customers to take the article “Products” and create relationships with different items.

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5. What’s Object Dating Assessment?

In Salesforce, the article dating assessment hyperlinks customized object data to straightforward object data in a connected checklist. That is useful to trace product defects in connected buyer circumstances. Salesforce permits customers to outline several types of relationships via developing customized dating fields on an object.

6. What may cause information loss in Salesforce?

Knowledge loss in Salesforce will also be brought about via a lot of causes, together with:

• Converting information and date-time.
• Migrating to %, quantity, and foreign money from different information varieties.
• Converting from the multi-select picklist, checkbox, auto quantity to different varieties.
• Changing to multi-select picklist from any sort apart from picklist.
• Converting to auto-number apart from for textual content.
• Converting from text-area to e mail, telephone, URL, and textual content.

7. How is SaaS recommended to Salesforce?

SaaS is subscription-based, so purchasers can select to not renew and discontinue the usage of this system at any time with out penalty instead of now not having the ability to use Salesforce. SaaS is meant to assist customers keep away from heavy preliminary startup charges and investments. SaaS packages use a easy Web interface supported via simple integration.

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8. How does Salesforce track sales?

Salesforce is a tracking program that records a number of helpful basic details, such as:

• Number of customers served daily
• Daily sales volume
• Detailed reports from Sales Manager
• Sales figures by month or quarter
• Most importantly, Salesforce tracks and reports repeat customer activity, which is the key to any sales organization.

9. How many types of relationships are offered by Salesforce.com?

Salesforce recognizes two relationship types: Master-detail relationships and Lookup relationships.

10. What is the trigger?

The trigger is the code that is executed before or after the record is updated or inserted.

11. What is the difference between Trigger and Workflow?

This is one of the most frequently asked Salesforce interview question. Workflow is an automated process that fires an action based on evaluation criteria and rule criteria. As described above, Trigger is the code that is executed on or after the record is updated or inserted.

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12. What is a static resource in Salesforce?

With Salesforce’s static resource, subscribers can upload zip files, images, jar files, JavaScript, and CSS files that can be referred in a Visualforce page. The optimum size of static resources in Salesforce is 250 MB.

13. What is the difference between Force.com and Salesforce.com?

Force.com is  Platform-as-a-Service (PaaS), while Salesforce.com is Software-as-a-Service (SaaS).

14. Is there a limit for data.com records?

Salesforce users can see their limit form setup easily by simply clicking data.com administration/Users. From the data.com users section, the users can see their monthly limit and exactly how many records are exported during the month.

15. What are the three types of object relations in Salesforce?

The three types of object relations in Salesforce are:

• One-to-many
• Many-to-many
• Master-detail

The relation types are quite logical once the user becomes familiar with the software program.

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16. What are the different types of reports available in Salesforce?

The different types of reports in Salesforce are:

• Tabular report that displays the grand total in table form 
• Matrix report where grouping is based upon both rows and columns
• Summary reports are detailed reports in which the grouping is based on columns.
• Joined report which allows two or more reports to be joined in a single report

17. Is it possible to schedule a dynamic dashboard in Salesforce?

In Salesforce, it is not possible to schedule a dynamic dashboard.

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18. What is the junction object and what purpose does it serve?

Junction objects are used to build many-to-many relationships between objects. For example, the user can take a recruiting application where a position for a job can be linked to many candidates or can link a candidate to many other jobs. In order to connect the data model, a third party object is referred to as a junction object. In the given example, the junction object is “job application.”

19. What is an Audit Trail?

The Audit Trail function in Salesforce is useful for gaining information or for tracking all the recent setup changes that the administration has done in the organization. The audit trail can preserve data for up to six months.

20. Explain the Salesforce dashboard?

In Salesforce, the dashboard is a pictorial representation of the report. 20 reports can be added to a single dashboard.

21. What is the difference between SOQL and SOSL?

SOQL is Salesforce Object Query Language and SOSL is Salesforce Object Search Language. If you are sensing that Salesforce is a culture unto itself, you are correct!

22. What is a Wrapper Class?

A Wrapper Class is a class whose instances are a collection of other objects and is used to display different objects on a Visualforce page in the same table.

23. What is the sharing rule?

The sharing rules are applied when a user wishes to allow access to other users.

24. What are some benefits of using Salesforce?

Salesforce comes with a number of benefits. The most major ones are:

• Helps to understand the needs of the customer
• Provides a single communication platform for all the team members of a project
• Reporting is quick and seamless
• Has a very high degree of adaptability
• Very easy to manage
• Can integrate with countless apps (eg: Dataloader, Mailchimp, Ebsta)

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25. What is an object in Salesforce?

An object is a database table that contains data specific to an organization (columns are fields and rows are records). There are two types of objects in Salesforce – custom object and standard object.

• Standard object – A standard object is created by default in Salesforce. Eg: Contact, Account, and Lead.
• Custom object – A custom object is created by the user and can contain any information that the user wants. Eg: You can create a custom “Location” object to store information about the location of various branches of a company.

26. What is the difference between static and dynamic dashboards?

Static dashboards are the default dashboards which are visible to any user. You can use it to show organizational-wide data to a set of users.

Dynamic dashboards display data tailored for a specific user. You can use it to show one user’s specific data, such as the number of sales closed, leads converted, etc.

27. What do you mean by governor limits?

Governor limits control how much data can be stored on a shared database. They help to ensure that no one monopolizes the shared resources (Storage, CPU, Memory).

Here are some few examples of governor limits in Salesforce:

• Maximum CPU time on the Salesforce servers – 10,000ms 
• Total number of sendEmail methods allowed – 10
• Total number of records retrieved by a SOQL query – 50,000 
• Total number of callouts in a transaction – 100

28. What are some things that you can do to prevent governor limits?

Here are some best practices you’ll be able to persist with to be sure that a code does now not hit the governor limits.

• Bulkify your Code
• Use @long term Correctly
• Don’t make any SOQL, DML operation inside of a loop
• Queue huge datasets 
• Use batch apex for greater than 50,000 data

29. What occurs to master-detail and look up relationships when a document is deleted?

In a master-detail dating, the entire main points are deleted when the grasp document is deleted. Alternatively, in a look up dating, the kid document stays even if the guardian document is deleted.

30. What do you imply via a sandbox in Salesforce?

On this salesforce interview query, the interviewer expects an intensive resolution. Take a look at giving as detailed resolution as you’ll be able to to turn out your salesforce wisdom. A sandbox is a precise reproduction of a database that can be utilized for trying out and construction. It is vitally useful as it lets you take a look at out new concepts at the replica database with out hectic the unique one.

There are 4 forms of sandboxes in Salesforce:

• Developer Sandbox – It comprises a replica of the manufacturing org’s metadata and is meant for each construction and trying out in an remoted surroundings.
• Developer Professional Sandbox – It plays the similar serve as because the developer sandbox, however can include greater datasets.
• Partialcopy sandbox – It’s meant for use solely as a trying out surroundings. It comprises a pattern of the manufacturing org’s information and its metadata. 
• Complete sandbox – It’s meant for use solely as a trying out surroundings. It comprises the entire information of the manufacturing org, together with items, attachments and metadata.

31. How are you able to edit apex categories in a manufacturing surroundings?

You can not edit apex categories immediately in a manufacturing surroundings. It must be first completed within the sandbox, then deployed in manufacturing the place a person with Creator Apex permission could make the adjustments.

32State the essential options of Salesforce.

• Touch control: More uncomplicated touch control by means of get admission to to interplay historical past and shoppers’ important information. 
• Alternative control: Permits customers to view the process timeline in their shoppers, representing a number of phases of a deal for taking the next step.
• Quote control: Built in quoting mechanism that quotes consumer information monitoring the deal merchandise, together with their usual worth, amount, product code, and worth.
• Lead control: An process timeline offering get admission to to up-to-date contacts. The CRM app is a handy guide a rough lead converter gadget informing its customers concerning the lead’s unique supply. 
• Gross sales information: Supplies correct gross sales information on the proper time and a quicker reference to key decision-makers.
• Mobility: The cell app permits customers to get admission to CRM information very easily.
• Workflow and approvals: Permits visible workflow for fast designing and automating trade processes by means of drag-drop talent. Customers can organize versatile approval processes for bills or reductions. 
• Record sync and percentage: Ease of sharing, discussing, and publishing content material in real-time. 
• Dynamic dashboards and customized studies: Customers acquire a real-time image in their trade efficiency out there. They may be able to additionally construct their customized dashboard by means of drag and drop icons, modify the fields, and think about information with filters. Charts give real-time information for the most recent insights.
• Gross sales forecasting: Tracks leads’ adventure and provides forecasting on gross sales via inspecting them.

33. What’s an App in Salesforce?

An App is a logical container retaining quite a lot of main points relating the corporate just like the identify, brand, trade operations, and extra. The person can customise apps to fit their wishes or broaden new apps via combining usual and customized tabs. The next procedure is for developing an app in Salesforce: Setup → Construct → Create → App → Click on on new.

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34. What are the several types of apps you’ll be able to use in Salesforce?

• Customized app: Appropriate for trade house owners to construct apps that cater to trade necessities now and again. 
• Console app: Appropriate just for a shopper carrier trade, the place the primary focal point is on tackling the buyer’s problems. It’s relatively much less used out there.

35. State the primary variations between function and profile.

Position	Profile
Defines information visibility for a person.	Units the limitation for what a person can do in a company.
Defines what person information a person can see in accordance with the hierarchy.	Defines permissions.
Now not necessary	Obligatory to outline a profile.

36. What’s a profile in Salesforce? Can two other customers have the similar profile?

A profile is a number of permissions and settings that outline all a person can do in Salesforce, giving them the authority to get admission to sure data. There are quite a lot of profiles, equivalent to a gross sales profile, that may get admission to contacts, leads, campaigns, and extra. 

Folks underneath a division may have the similar profiles. For example, a number of persons are assigned the similar gross sales profile in a gross sales division. So, any selection of folks may have the similar profile.

37. What do you realize concerning the Grasp-Element dating in Salesforce?

Grasp-Element is a dating between a kid and a guardian the place the guardian is the grasp, and the element represents a kid. It comes in handy to regulate the show of element data in accordance with the worth within the grasp document.

The grasp object has entire regulate over the Element object habits. Additionally, the kid’s survival depends upon the guardian as a result of if the guardian will get deleted, the kid will mechanically get deleted. Growing Roll-up abstract fields in grasp data calculates the kid data’ SUM, MIN, and AVG.

38. What do you realize about workflow in Salesforce?

Workflow permits automation of usual inside processes for saving time throughout a company. It is helping in comparing data as they’re created or up to date. It additionally determines whether or not an automatic motion will have to happen, equivalent to purposes like follow-up emails, advertising and marketing actions, monitoring the client map adventure, and extra. 

A workflow rule is a container for quite a lot of workflow directions, normally summed up in an if/then observation.

39. What are the important thing advantages of the Salesforce CRM?

• Conversation: Salesforce Einstein Bots assist mechanically reply to chats on time and keep away from lengthen. 
• Knowledge syncing: Knowledge syncing from different packages like MailChimp and G Suite is helping keep away from the demanding situations of transferring from one application to any other. The Salesforce cell app permits information monitoring anytime and any place.
• Knowledge analytics equipment: Salesforce’s Einstein Analytics supplies insights for customers to handle the converting information straight away. It has a number of reporting equipment and dashboards for information assortment and paintings. 
• Monitor buyer process: The person can perceive the client’s adventure by means of the gross sales cloud for more straightforward get admission to to their background and behaviour. 
• Supply help by means of chat: The carrier cloud’s are living agent supplies a chatbox relying at the buyer interplay and fans on the net web page. 
• Constant engagement: The amassed information in Salesforce’s CRM permits the introduction of constant advertising and marketing campaigns for present shoppers.
• Construction apps: Power.com simplifies construction and customizing apps for any software.  

40. What’s Apex in Salesforce?

Apex is a strongly typed OOP language that permits builders to execute transaction regulate statements and glide on Salesforce platform servers at the side of calls to the API. Its syntax is very similar to Java and serves as database saved procedures. The code will also be initiated by means of triggers on items and requests from internet services and products, they usually run at the Lightning platform. 

Apex permits builders to include trade good judgment to gadget occasions, together with button clicks, Visualforce pages, and connected document updates. 

41. What are Permission units?

Permission units are a number of permissions/settings helpful for giving the person get admission to to a lot of purposes and equipment. Permission units can be utilized for quite a lot of customers to increase their useful get admission to with out changing their profiles. So, one can create a permission set as a substitute of a separate profile each and every time. 

42. What’s the Power.com platform?

Power.com is the framework and codebase for the Salesforce software. This is a Platform as a Carrier (PaaS), permitting customers to simplify the design and deployment of cloud-based web sites and packages. Builders running at the Cloud IDE can deploy the packages at the servers of Power.com.

43. What are the quite a lot of parts of the Salesforce dashboard?

Some essential parts of the Salesforce dashboard are: 

• Gauge: Shows a unmarried price from a customized price vary.
• Visualforce web page: Is helping in forming a customized element as a show of data unavailable in different element varieties.
• Metric: Displays a unmarried pair of key–values.
• Desk: Shows document information in checklist shape.
• Charts: Supply comparisons and are divided into six varieties: line chart, horizontal bar chart, vertical bar chart, donut, funnel, and pie. 

44. What do you realize about validation regulations in Salesforce?

Validation regulations include a components/expressions for comparing the information in a number of fields in a document for assembly the factors one specifies prior to the person saves the document. According to the information analysis, the result’s a “True” or “False” price. 

They show an error message to the person if the situation is “True” because of an invalid price.

Those regulations are useful for the enforcement of integrity constraints towards the information. If a rule fails, Salesforce proceeds to test different validation regulations. One can create validation regulations for items, fields, case milestones, or marketing campaign contributors.

45. What’s Visualforce in Power.com?

Visualforce is the UI for the Power.com platform, permitting builders to create refined, customized UI appropriate for local webhosting at the Lightning platform.

Its framework has a tag-based markup language and usual server-side controllers for fundamental database operations like queries. Each Visualforce tag corresponds to a UI element equivalent to a box, connected checklist, or web page phase. 

Visualforce works on the usual MVC style. A developer can regulate its parts through the use of the good judgment utilized in usual Salesforce pages. They may be able to additionally affiliate their very own good judgment written in Apex with a controller magnificence. 

46 What are document varieties in Salesforce?

File varieties help you affiliate other trade processes and provide quite a lot of web page layouts and picklist values to customers in accordance with the person profile.

Directors can affiliate document varieties with person profiles. In consequence, other customers can see other web page layouts and picklist values within the document’s element web page. The 2 outstanding advantages of document varieties are as follows:

• They change person interplay enjoy as according to trade wishes. 
• Permit easy management as there are fewer fields to handle.

47. What are web page layouts in Salesforce?

Web page layouts regulate the format and group of fields, buttons, Visualforce, customized hyperlinks, and connected lists on object document pages. They assist arrange person interface pages via figuring out which customized hyperlinks, fields, and connected lists are required, read-only, and visual to the person.

For a custom designed enjoy, one can create more than one web page layouts and follow them to quite a lot of person teams. 

48. What are the several types of Apex triggers in Salesforce?

The 2 primary forms of Apex triggers are as follows: 

• Ahead of triggers: For updating and validating document values prior to they’re stored to the database.

cause TriggerName on ObjectName(prior to tournament) //Right here tournament will also be insert, replace or delete

{

    code_block

}

• After triggers: For gaining access to box values of the data set via the gadget and saved within the database. You’ll be able to use those box values for making adjustments in different data. 

cause TriggerName on ObjectName(after tournament) //Right here tournament will also be insert, replace or delete

{

    code_block

}

49 What do you realize concerning the time period fiscal 12 months or economical 12 months in Salesforce?

The economical or fiscal 12 months is a time frame used for calculating annual monetary statements. It’s in accordance with an organization’s monetary 12 months’s beginning and finishing date. The trade that Salesforce conducts and the Salesforce earnings are regarded as. The 2 forms of economical years in Salesforce are: 

• Standard or usual fiscal 12 months: It follows the Gregorian calendar for estimations and has a 12-month construction. It could possibly start with the primary day of a month of your selection belonging to a specific 12 months. 
• Customized fiscal 12 months: It’s appropriate for the corporations following weekly or quarterly monetary making plans. 

50. What’s a thin desk, and what are the most important issues for a thin desk?

Thin tables are helpful in gaining access to the incessantly used fields whilst keeping off joins. They give a boost to the efficiency of sure read-only operations like studies, checklist perspectives, and extra. They’re extremely efficient as they keep in sync with supply tables even in case of a amendment within the supply desk.  

With out contacting Salesforce buyer make stronger, one can’t create, get admission to, or adjust thin tables. 

The key issues for thin tables are as follows:

• It could possibly include a most of 100 columns.
• It’s incapable of retaining fields from different items.

51. What are the alternative ways to percentage a document?

• Position hierarchy: When a person is added to a task, all customers above the present person within the function hierarchy have get admission to to studying and sharing the data and inheriting permissions. The stairs for function hierarchy are: 

Setup → Organize Customers → roles → arrange roles and click on on ‘upload function’, → create a reputation and click on on save.

• OWD: Group-Extensive Defaults help you outline a company’s baseline environment and provides permissions to the organization-wide. It is helping outline a person’s accessibility degree the place they may be able to view different customers’ data. For OWD, persist with those steps:

Setup → Safety Controls → click on on ‘sharing settings’ → Edit. 

• Guide sharing: For sharing a unmarried document/record to a specific person/crew of customers by means of guide get admission to. A button is to be had at the element web page of the document when the OWD environment is non-public.
• Standards founded sharing regulations: We need to percentage data in accordance with stipulations. For example, percentage data with a person/crew with the standards of the country- India. The stairs for sharing are: 

Setup → safety controls → sharing settings → choose the article, supply identify and prerequisites, after which click on on save.

• Apex sharing: One can percentage each and every object in Salesforce via making a document for the shared object.

52. What do you realize concerning the Long term annotation(@long term)?

Long term annotations specify strategies which are carried out asynchronously. Those strategies with long term annotation must be static and will solely go back a void sort. The arguments discussed must be primitive information varieties/collections of primitive information varieties/ arrays of primitive information varieties. 

One way specified with @long term annotation will probably be carried out as soon as Salesforce has to be had assets.

53. Provide an explanation for the forms of SOQL statements in Salesforce.

The Salesforce Object Question Language or SOQL is hired in querying the data from database.com as and when required. The 2 forms of SOQL statements are as follows:

• Static SOQL: It’s written the usage of [] (array brackets) and is very similar to IINQ (Ion Built-in Question). It’s appropriate when there are not any dynamic adjustments within the SOQL question. 
• Dynamic SOQL: It’s appropriate for relating to the SOQL string introduction at run time with Apex code. It permits the introduction of extra versatile packages. For example, you’ll be able to create a seek in accordance with up to date data or end-user enter with various box names.

54. What are the quite a lot of forms of e-mail templates to be had in Salesforce?

• Textual content: The entire customers in a company have get admission to to making or converting those templates.
• HTML with letterhead: Customers with the “Edit HTML Templates” permission and directors can create those templates in accordance with a letterhead. 
• Customized HTML: Those are an extension of HTML with a letterhead. Directors and customers with “Edit HTML Templates” permissions can create them with out the usage of the letterhead.
• Visualforce: Directors and builders can create them the usage of Visualforce. They have got complex functionalities equivalent to merging with a recipient’s information.

55. What’s Salesforce Lightning?

Salesforce Lightning is a component-based software construction framework with a number of equipment and applied sciences for successfully expanding the Salesforce platform efficiency. The equipment come with visible upgrades, optimized interfaces, and extra. It simplifies processes for trade customers who don’t have any programming enjoy.

It permits simple and fast introduction of packages that resolve trade problems and give a boost to engagement. Some key options are:

• Supplies a drag-drop facility for app introduction and customization.
• Has equipment and extensions for the advance of reusable parts.
• AppExchange for over 50 spouse parts. 
• Has taste guides and offers person enjoy practices for app construction.
• Lightning Attach is an integration device for packages of Power.com to eat information from an exterior supply that meets the OData specification.

56. State two examples of Salesforce API and their utilization.

Salesforce has a number of APIs for builders to have interaction with the gadget. Examples of Salesforce API are: 

• Streaming: The Streaming API comes in handy for triggering and receiving notifications when a transformation is made to Salesforce information in step with the outlined SOQL question standards. It may be used to push notifications from the server to the buyer in accordance with outlined standards.
• Bulk: It supplies programmatic get admission to for fast loading and querying an enormous quantity of information into your Salesforce group.

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