50 Top Salesforce Interview Questions and Answers [Updated 2023]
No doubt, the demand for Salesforce will increase exponentially only. The salaries of an expert certified Salesforce professional is rising by leaps and bounds.
Top 50 Salesforce Interview Questions And Answers
Q #1) What do you mean by Salesforce?
Answer: Salesforce is a pioneering effort for launching a CRM. It acts as your Customer Success platform. The platform comes with a series of services and tools not only for relationship management but also offers custom app development.
So, you can run your business from anywhere with the help of Salesforce. It stores the data on a secure Cloud and this gives it an added advantage.
Q #2) Define a Custom Object in Salesforce?
Answer: The custom objects help to store information about your organization in Salesforce.com. As soon as a custom object is created, the platform immediately builds a page layout for the user interface.
Q #3) Define Field types in Salesforce?
Answer: There are different types of fields and these are Identity, Name, System, and Custom.
Q #4) What is a Data type? What are the different data types?
Answer: Data type comes with a field and stores the type of information stored in the field. The types of commonly used fields are – checkbox, date or DateTime, and formula.
Q #5) What is TAB in Salesforce? What is the difference between adding a Custom Tab to an App in Classic and Lightning?
Answer: Custom tabs display custom object data or web content data embedded within your application. Custom Object tabs look similar to standard tabs.
In Salesforce Classic, when a custom tab is added to an app, then it is displayed as a tab. But, in Lightning, the same appears as an item in the app’s navigation bar.
Q #6) Define Formula Fields?
Answer: A Formula field is a read-only field and has an associated formula or expression and its value gets evaluated from that. The value of this type of field gets immediately updated with the corresponding change in the formula or the expression. This type of field can be based on both standards as well as custom objects.
Q #7) Define a Validation Rule?
Answer: Validation rules lead to an improvement in the quality of data. When the user enters some data in a record, then the validation rules verify that the entered data is based on some specified standards and then only the record is saved.
It returns a value of “True” or “False”, after the evaluation of the data in one or more fields. Moreover, if there is an invalid value, the field returns a value of “True” and then an error message is displayed too.
For example, Account Validation Rule
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Q #8) What are the different types of Salesforce objects?
Answer: There are two different types of Salesforce objects. These are standard objects and custom objects. The standard objects are those provided by Salesforce such as accounts, contacts, leads, opportunities, cases, reports and dashboards. The custom objects are created by the user.
Q #9) What are the types of Relationships Applicable to Salesforce?
Answer: There are two types of relationships in Salesforce – master-detail or lookup.
Q #10) Is it possible to upload a Custom Logo for creating a Custom Application?
Answer: Yes, the user can upload a custom logo with the help of a document and then the logo is chosen for the organization.
Q #11) If there is a Custom Object with Records, is it possible to create a field with Master-Detail Relationship for this Object?
Answer: When the custom object contains an existing set of records, it is not possible to create a master-detail relationship.
You need to take the following steps in a scenario such as above.
- First, a field with a lookup relationship is created.
- Next, look field is connected with parent record and this is for every record.
- Finally, all that is done is to change the datatype from lookup to master-detail.
Q #12) How good is Salesforce when used in Sales?
Answer: There are various ways in which the Salesforce CRM comes handy for the sales function. It plays a role to automate your sales pipeline for the improvement of sales. It enables your sales team to respond to the clients – in a lightning-fast way.
It is a CRM that helps to connect your entire organization. Moreover, it comes with productivity and collaboration tools, that work on any device, anywhere and that enables the sales team to time devoted by your sales team on selling your products or services.
Q #13) Name certain things that can be Customized on a Page Layout.
Answer: Some of the things customized on a page layout are buttons, fields, custom links and related lists along with sections.
Q #14) What is a Trigger? What are the types of Triggers?
Answer: Before and after changes are made to a record, the custom actions performed in Salesforce are called Triggers. These actions include insertions, updates or deletions. Triggers can be used to invoke Apex and a trigger is nothing but an Apex code that is executed before and after the following set of actions.
- insert
- delete
- update
- merge
- upsert
- undelete
There are two different types of triggers in Salesforce – before and after triggers.
Q #15) Differentiate between Triggers and Workflows?
Answer: Trigger takes a programmatic approach but the workflow does not require coding. When you want to take some actions say for an email, outbound message, task or field update, then a point in click workflow is required.
The workflow rules can be used for the same object or the child to parent objects. However, a trigger can be applied to any type of object.
Q #16) What is the difference between Force.com and Salesforce.com?
Answer: Force.com is a Platform-as-a-Service (PaaS) but Salesforce.com is a Software-as-a-Service (SaaS).
Moreover, Salesforce.com comes as an out-of-the-box solution and comes along with three core products – Sales Cloud, Marketing Cloud, and Service Cloud. It is possible to buy Sales Cloud and access leads, opportunities and reports.
On the contrary, Force.com is not an out-of-the-box solution. It cannot access leads, opportunities, and accounts.
Finally, Salesforce.com is built seamlessly on the Force.com and are interchangeable from a technical point of view.
Q #17) What is a Junction Object?
Answer: Junction objects enable to build many-to-many relationships with Salesforce objects.
For example: In a typical recruitment scenario, there are possibilities of creating many positions for candidates and at the same time a candidate can apply for many positions.
The third object required for creating a data model is termed as a junction object and in this example, it can be cited as “job application”. Here, you need to use a lookup field for both position and candidate object on the junction object – which is a job application.
Q #18) Define an Audit Trail.
Answer: Administrators need to make changes in the organizational setup. Audit Trail history helps you to track the most recent 20 changes – made in setup, by multiple administrators.
Q #19) Define a Dashboard in Salesforce?
Answer:
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A dashboard as shown above summarizes and portrays your Salesforce data graphically. This offers insights at-a-glance, for any device and any targeted audience. In this figure, it throws light on the Sales Reps of your organization.
Moreover, a dashboard visualizes your business scenario and allows you to make decisions based on real-time data gathered from reports. The dashboard has a page layout and displays multiple dashboard components. Multiple reports appear side-by-side on the same dashboard.
Q #20) How useful is Dynamic Dashboard? Can it be scheduled?
Answer: A dynamic dashboard shows user-specific data. It showcases personal data such as leads converted, case closures, personal quotas, and sales.
No, it is not possible to schedule dynamic dashboards for a refresh. However, this can be done manually.
Q #21) Define a Visualforce Component.
Answer: A Visualforce component is a reusable part of specific functionality and inclusive of such things like user interface elements, panels, widgets that are used in the mark-up of a Visualforce page.
Salesforce comes along with a library containing standard prebuilt components such as <apex:relatedList> and <apex:dataTable> as well as a custom components.
Q #22) Differentiate between the Standard and the Custom Controller.
Answer: Standard controllers are said to be automatically generated by Salesforce whereas custom controllers are generated by you and act according to the code written.
The standard controller in Apex directly inherits all properties of standard objects or standard buttons. It also has similar logic and functionality as any standard Salesforce page.
On the other hand, the Custom Controller is an Apex class and defines its functionality. They use the controller attribute to associate with a Visualforce page.
Q #23) Throw some light on implementing Pagination in a Visualforce page.
Answer: Pagination in Salesforce refers to displaying a large number of records that are spread across multiple pages. The list control displays 20 records per page, so pagination is used to change the page size with what is called controller extension.
The code snippet is displayed below
If you want to change the number of records to display on a page, just use the method setPageSize, as shown in the below diagram.
Q #24) How to call a Controller Method within a JavaScript?
Answer: You need to use the action function for calling a controller method within a JavaScript.
Code Snippet:
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Q #25) Do you know how to get the User Id of all logged-in users with Apex code?
Answer: UserInfo.getUserId(). is the global function to be used to get the User Id of all currently logged in users with an Apex code.
Q #26) Highlight differences between SOSL and SOQL.
Answer: SOQL (Salesforce Object Query Language) only allows you to query, a single object at a time but SOSL (Salesforce Object Search Language) helps you in searching texts, emails and phone fields with various objects. SOQL can be used in triggers and classes but SOSL only used in classes.
The following is an example of retrieval of a list of accounts with a specific name (Acme).
Syntax (SOQL)
Below is an example of a SOSL to display a list of objects – accounts, opportunities, contacts, and leads, which begins with the phrase map
Syntax (SOSL)
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Q #26) What do you know about sObjectType?
Answer: Apex has sObject data type which represents programmatically the typical standard and custom objects in Salesforce. The sObject variable is a row of data and uses the SOAP API name of the object.
For example:
Q #27) Do You know about Trigger.new?
Answer: It is a command for returning the new version of sObject records. It returns only those records, yet to be saved in the database. However, this is available for insert and update triggers.
Q #28) Do you know the Getter and Setter Methods?
Answer: Use the getter method when you need to pass the value from the controller to the Visualforce page. And when you need to move back to the controller then use the setter method.
Q #29) Define a Wrapper Class?
Answer: A Wrapper class is defined as a class and a data structure. It is an abstract data type which has its instances formed by a collection of objects. The basic nature is that of the custom object and that is defined by the Wrapper class properties. It allows records to be checked from a list and process them for a specific action.
Q #30) Do you know about the Sharing Rule?
Answer: Sharing rules are about extending sharing access for users belonging to various roles, public groups, and organization and this enables a user greater access. It is usually based on record ownership or other criteria.
Q #31) Differentiate between insert() and database.insert()?
Answer: When using the insert method, if there is any failure in inserting the record then there is an error message displayed by the system and not a single record is inserted. On the other hand, when the developer uses the database.insert() then it is possible to allow partial insertions of bulk insertions.
Q #32) Do you know how to add JavaScript Remoting to your Visualforce page?
Answer: To add JavaScript remoting to your Visualforce page, the request is added as a JavaScript function call.
Syntax:
Q #33) Can you tell the different ways to Share a Record?
Answer: The various ways to share a record are:
- Force.com Managed Sharing
- Record Ownership
- Role Hierarchy
- Apex Managed Sharing
- Sharing Rules
- User Managed/Manual Sharing
Q #34) Can you tell the number of Active Assignment Rules for a Lead/Case?
Answer: Only one active assignment rule is applicable for a lead or case.
Q #35) Do you know about Custom Labels in Salesforce?
Answer: Custom labels are custom text values and are accessible from all three – Visualforce pages, Lightning components, and Apex classes. These enable the developers to create multilingual applications and display information to help text or error messages – based on the native language of a user.
Q #36) Differentiate between Role and Profile?
Answer: Profile is mandatory for all Salesforce users. No user can work in a Salesforce.org without a profile. It is for controlling the access to records in Salesforce.org for a specific user.
On the other hand, a role controls the level of access the users have for the data. People with a role have the view, edit or report rights for all data owned/shared by lower-level users.
Q #37) How many Controllers can be Used in the Visualforce page?
Answer: It is possible to use only one controller but multiple controller extensions can be used in a Visualforce page.
Q #38) What do you know about Apex?
Answer: Apex is a programming language that acts as a database stored procedure while using Java type syntax. It is a favorite of the developers as it helps to add business logic to a Visualforce page or even button-clicks, system events and more.
Q #39) How many ways are there to Call an Apex class?
Answer: The various ways to call an Apex class in Salesforce are:
- From Developer Console
- From JavaScript Link
- From Home Page Components
- From another Class
- From Visual Force Page
- Using Triggers
Q #40) What is a Permission Set?
Answer: If you want a user to have functional access, then permission sets are settings that allow you to do this without even changing any profile. The same can also enable users with functional access, with no regard to roles. This helps to avoid the time-consuming task of creating a profile.
Q #41) Can we change the Grant Access using the Role hierarchy for Standard Objects?
Answer: No, it is not possible to change grant access using role hierarchy for standard objects.
Q #42) What is Field Dependency and how many can be used in a Visualforce page?
Answer: The developer can use a maximum of ten numbers of field dependencies in a Visualforce page.
Q #43) What is Roll-up Summary Field?
Answer: Roll-up summary field derives its value from a set of related records. It enables us to display a value in the master record while deriving the values from detail records. But there must be a master-detail relationship between the master and the detail records.
Q #44) Can you create a Roll-up Summary Field in a Lookup Relation? State the number of such fields to be created for an Object.
Answer: No, it cannot be created in a lookup relation. The number of roll-up summary fields for an object is 40(changes with Salesforce recent updates).
Q #45) What is an App in Salesforce and what are the Types of Apps?
Answer: An app in Salesforce.org acts as a container. It contains a set of tabs, a logo, and a name. It can be termed as a group of tabs that fulfills the functionalities that the developer is eagerly looking for.
If you are in need to create an app in Salesforce just navigate with the following:
Setup ->Build ->Create->App-> Click on new
There are two types of Salesforce apps – a custom app and a console app.
Q #46) Explain what do you understand by Data Skew in Salesforce.
Answer: This happens for an organization that operates more than 10,000 records. We encounter “ownership data skew” when a single user owns that many records. Usually when users/members of a role own such a huge number of records – then performance issues are likely to crop up.
Q #47) Do you know about Bucket fields in Salesforce reports?
Answer: If you need to quickly categorize report records with no need to create a custom field or a formula, then a bucket field is what is created. In such a case multiple categories are created and this way grouping of report values.
For example, A status field on leads with say 10 picklist values may be categorized with a bucket field with categories such as “Cold”, “Hot” and “Warm”.
Q #48) State the types of Salesforce reports? Is Mass Deletion of reports possible in Salesforce?
Answer: The different types of Salesforce reports are.
- Summary Reports
- Tabular Reports
- Matrix Reports
- Joined Reports
| Type of Report | Description |
|---|---|
| Summary Reports | In this, the grouping is based on columns. |
| Tabular Reports | In this, the grand total appears in a table form. |
| Matrix Reports | This is a two-dimensional report with grouping based on both rows and columns. |
| Joined Reports | This comes with multiple blocks with data from different reports. The data is from the same or different types of reports. |
Only summary and matrix reports act as a data source for dashboards. But, not the other two types of reports.
Yes, the mass deletion of Salesforce reports is possible.
Q #49) Is there any issue with Joined Report?
Answer: Yes, it is not possible to export this report.
Q #50) Define sandbox.org. Name different Sandbox types.
Answer: A copy of the production environment of Salesforce is termed as a sandbox. The utility of the sandboxes lies in the fact that operations leave no impact on the production environment. The reason behind this is that the sandbox is completely isolated.
A sandbox is a place where new features/customizations can be tested before they can be applied to the production environment. Moreover, a sandbox can be utilized to test data migration.
The different types of sandboxes are:
- Developer
- Developer Pro
- Partial Copy
- Full
Hope you found the answers to all the relevant Salesforce interview questions, please connect with us, if anything is missing.
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