Salesforce is a popular customer relationship management (CRM) platform used by businesses of all sizes to manage their sales, marketing, customer service, and other critical operations. As Salesforce is widely used by many organizations, it is not surprising that there is a high demand for Salesforce professionals. If you are preparing for a Salesforce interview, it is essential to have a good understanding of Salesforce concepts and its various modules. In this blog, we will discuss the top 30 Salesforce interview questions with detailed answers to help you prepare for your interview.
What is Salesforce and what are its benefits?
Answer: Salesforce is a cloud-based customer relationship management (CRM) software that enables organizations to manage customer interactions and data. Its benefits include improved customer engagement, increased productivity, streamlined processes, and data-driven decision-making.
What are the different cloud offerings by Salesforce?
Answer: Salesforce offers three different cloud offerings: Sales Cloud, Service Cloud, and Marketing Cloud.
What is an object in Salesforce?
Answer: An object is a table in Salesforce that represents a specific entity, such as a customer or product. Objects store data that can be accessed, modified, and analyzed within the system.
What is a role in Salesforce?
Answer: A role in Salesforce is a way to control access to data within an organization. Roles determine which records users can access and what level of access they have.
What is a profile in Salesforce?
Answer: A profile in Salesforce is a collection of settings and permissions that define what users can do within the system. Profiles control access to objects, fields, tabs, and other features.
What is a workflow rule in Salesforce?
Answer: A workflow rule in Salesforce is a process that automates standard internal procedures and tasks to save time and increase efficiency. It defines the criteria and actions that need to be executed when the criteria are met.
What is a trigger in Salesforce?
Answer: A trigger in Salesforce is a piece of code that is executed when a specific event occurs, such as the creation, modification, or deletion of a record. Triggers can be used to perform custom actions, validations, and calculations.
What is Apex in Salesforce?
Answer: Apex is a programming language used by Salesforce developers to create custom business logic and integrations. Apex can be used to build custom applications, triggers, and controllers.
What is Visualforce in Salesforce?
Answer: Visualforce is a markup language used by Salesforce developers to build custom user interfaces. It can be used to create custom pages, components, and email templates.
What is a community in Salesforce?
Answer: A community in Salesforce is a way for organizations to connect and collaborate with customers, partners, and employees. Communities provide a platform for sharing information, resources, and knowledge.
What is chatter in Salesforce?
Answer: Chatter is a collaboration tool in Salesforce that enables users to connect, share, and collaborate in real time. Chatter can be used to share files, post updates, and create groups.
What is an app in Salesforce?
Answer: An app in Salesforce is a collection of tabs, objects, and features that are used to perform a specific business function. Apps can be created by administrators or developers.
What is a record type in Salesforce?
Answer: A record type in Salesforce is a way to group records based on specific criteria, such as geography or product line. Record types can be used to assign different page layouts, business processes, and picklist values.
What is a dashboard in Salesforce?
Answer: A dashboard in Salesforce is a visual representation of data that provides insights into key performance indicators (KPIs) and business metrics. Dashboards can be customized to display specific data and filters.
What is a report in Salesforce?
Answer: A report in Salesforce is a way to organize and analyze data within the system. Reports can be used to create lists, summaries, and charts of data.
What is the difference between a role and a profile in Salesforce?
Answer: Roles and profiles are both used to control access to data in Salesforce. A profile is a set of permissions that determine what a user can and cannot do in Salesforce. A role, on the other hand, determines the level of access a user has to records owned by other users.
How do you create a custom object in Salesforce?
Answer: To create a custom object in Salesforce, go to Setup, then click on Object Manager. From there, click on Create and select Custom Object. You can then define the fields and relationships for your custom object.
What is the difference between a workflow rule and a process builder in Salesforce?
Answer: A workflow rule is a simple automation tool that can perform actions like sending email alerts or updating field values based on specific criteria. A process builder, on the other hand, is a more advanced automation tool that can perform more complex actions like creating records or updating related records.
Can you explain the difference between a lookup relationship and a master-detail relationship in Salesforce?
Answer: A lookup relationship allows you to associate a record with another record in a different object. A master-detail relationship is a more restrictive relationship where the detail record inherits certain properties from the master record, and the detail record cannot exist without the master record.
Can you explain what an Apex trigger is?
Answer: An Apex trigger is a piece of code that is executed before or after certain events in Salesforce such as creating, updating, or deleting a record. Triggers can be used to enforce complex business rules and perform custom actions.
What is a Salesforce Lightning component?
Answer: A Salesforce Lightning component is a building block of the Lightning Component Framework, which is a modern user interface framework used to develop dynamic web and mobile applications in Salesforce. Lightning components are reusable, modular, and can be combined to create complex user interfaces.
How do you use validation rules in Salesforce?
Answer: Validation rules in Salesforce are used to ensure that data entered by users meets certain criteria. They can be used to enforce specific data formats, ensure that required fields are populated, or validate data based on specific criteria. To use validation rules, go to Setup, then click on Object Manager and select the object you want to create a validation rule for.
What is the difference between a Workflow and a Process Builder in Salesforce?
Answer: A Workflow is a declarative tool used to automate simple business processes, whereas a Process Builder is used to automate complex business processes. Process Builder provides advanced functionality such as invoking Apex code and updating related records.
What is the difference between a Standard Object and a Custom Object in Salesforce?
Answer: A Standard Object is a pre-built object that comes with Salesforce, such as Account, Contact, and Opportunity. A Custom Object is an object that you create to store information unique to your organization. Custom objects allow you to extend Salesforce functionality to meet your specific business needs.
What is a Sandbox in Salesforce?
Answer: A Sandbox is a testing environment in Salesforce where you can test changes and customizations before deploying them to your production environment. You can create multiple Sandboxes for different purposes, such as testing, training, and development.
What is the difference between a Profile and a Permission Set in Salesforce?
Answer: A Profile controls the access and visibility that a user has to different parts of Salesforce. A Permission Set extends the user’s access and permissions beyond what is granted by their Profile. Permission Sets are used to grant additional access to specific users or groups of users.
What is a Roll-up Summary Field in Salesforce?
Answer: A Roll-up Summary Field is a field on a parent record that displays the sum, minimum, maximum, or count of a field on its related child records. Roll-up Summary Fields are used to perform calculations across multiple related records.
What is an Apex Class in Salesforce?
Answer: An Apex Class is a blueprint for creating custom business logic in Salesforce. Apex Classes can be used to perform complex calculations, automate business processes, and integrate with external systems.
What is the difference between a Lookup Relationship and a Master-Detail Relationship in Salesforce?
Answer: A Lookup Relationship is a relationship between two objects where the child object has a reference to the parent object. A Master-Detail Relationship is a relationship between two objects where the child object is dependent on the parent object and inherits its security and sharing settings.
What is the difference between a Visualforce Page and a Lightning Component in Salesforce?
Answer: A Visualforce Page is a custom user interface that can be built using a combination of HTML, Apex, and Visualforce tags. A Lightning Component is a reusable piece of code that is built using a modern, event-driven architecture and is designed to be mobile responsive.
What is the difference between a Trigger.new and Trigger.old in Salesforce?
Answer: Trigger. new is a collection of records that have been inserted or updated in Salesforce. Trigger.old is a collection of records that were in the database before the changes made by the current operation.
What is the difference between a Before Trigger and an After Trigger in Salesforce?
A Before Trigger is a trigger that executes before the record is saved to the database. An After Trigger is a trigger that executes after the record has been saved to the database.
What is a Governor Limit in Salesforce?
Answer: Governor Limits are limits imposed by Salesforce on the amount of resources that can be used by a single Apex transaction. These limits include limits on CPU time, heap size, and number of records retrieved.
What is the purpose of the “Schema” in Salesforce Apex?
Answer: The “Schema” in Salesforce Apex is used to represent the metadata of Salesforce objects, fields, and relationships. It provides a way to dynamically access and manipulate the structure and properties of objects in Salesforce, making it useful for building generic and dynamic solutions.
How do you perform a Mass Update in Salesforce?
Answer: A Mass Update in Salesforce can be performed using Data Loader, a powerful tool provided by Salesforce. Data Loader allows you to update multiple records at once by importing data from a CSV file or extracting data from Salesforce to a CSV file, making it efficient for performing mass updates.
What is the difference between a Trigger and a Workflow in Salesforce?
Answer: A Trigger is a piece of Apex code that is executed before or after a record is saved to the database, allowing for custom business logic and validation. A Workflow is a declarative tool that automates simple business processes, such as updating fields or sending email notifications, without requiring code.
What is a Junction Object in Salesforce?
A Junction Object is a custom object that is used to create a many-to-many relationship between two objects in Salesforce. It acts as a bridge between two objects and is used to associate records of one object with records of another object.
What is the purpose of the “With Sharing” and “Without Sharing” keywords in Salesforce Apex?
Answer: The “With Sharing” and “Without Sharing” keywords in Salesforce Apex are used to define the sharing settings for Apex classes and triggers. “With Sharing” enforces the sharing rules defined in Salesforce, while “Without Sharing” bypasses the sharing rules and provides unrestricted access to records.
What is a Salesforce Lightning Experience?
Answer: Salesforce Lightning Experience is a modern and user-friendly interface for Salesforce that provides a responsive, customizable, and interactive user interface for managing records, creating dashboards, and performing actions. It includes features such as Lightning App Builder, Lightning Components, and Lightning Pages.
How do you create a custom report type in Salesforce?
Answer: To create a custom report type in Salesforce, you need to define the relationships between objects, select the fields you want to include in the report and customize the report type settings. You can then use the custom report type to create reports that span multiple objects and include custom fields.
In conclusion, Salesforce is a powerful CRM platform used by businesses around the world to manage their sales, marketing, customer service, and more. As a Salesforce professional, it is essential to be prepared for any interview questions that may come your way. By studying and practicing the top Salesforce interview questions and their answers, you can increase your chances of landing your dream job and excelling in your career. Keep in mind that the questions and answers provided in this blog are not exhaustive, and there may be other questions you may encounter during your interview. Therefore, it is important to continuously improve your knowledge and skills in Salesforce to stay up-to-date with the latest industry trends and be well-prepared for any challenges that may arise.
