Salesforce Interview Questions

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  • April 21, 2023
  • Salesforce
Salesforce Interview Questions

Salesforce Interview Questions

1. What is Salesforce?

Salesforce is a company as well as cloud-based technology that is used to develop CRM(Customer Relationship Management) based applications.

2. What is a standard object in Salesforce?

A standard object is pre-built in Salesforce, such as accounts, contacts, and opportunities.

3. What is a Visualforce page?

A Visualforce page is a custom user interface created using Visualforce markup. It can be used to display data, create forms, and perform other functions within the Salesforce platform.

4. What is a role in Salesforce?

A role in Salesforce is a hierarchical structure that determines data access and management permissions for users.

Users with higher roles can view and manage users’ data with lower roles.

5. What is a sharing rule in Salesforce?

A sharing rule in Salesforce is a way to grant access to records that a user or group of users would not normally have access to.

6. What is the difference between a lookup relationship and a master-detail relationship in Salesforce?

A lookup relationship allows users to associate one record with another record, but the associated record can exist independently, while a master-detail relationship creates a parent-child relationship between two objects, with the child object dependent on the parent object.

7. What is a validation rule in Salesforce?

In Salesforce, a validation rule is a business logic that ensures the accuracy and consistency of data entered into a record.

It can be used to prevent users from entering incorrect or incomplete data into records.

8. What is a workflow rule in Salesforce?

In Salesforce, a workflow rule is a business logic that automates standard internal procedures and processes to save time and enhance efficiency. It consists of a set of instructions that trigger an automated action or a series of actions based on certain criteria or conditions.

9. What is an approval process in Salesforce?

An approval process in Salesforce is a way to automate the approval of records, such as leads, opportunities, or contracts.

It allows users to create a sequence of steps and actions to approve, and reject records for review.

10. What is CRM?

In Salesforce, CRM (Customer Relationship Management) refers to the software platform that is designed to help organizations manage their interactions with customers, leads, and prospects.

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11. How can you create a record in Salesforce?

To create a record in Salesforce, navigate to the relevant object tab and click the “New” button.

Fill in the required fields and any additional information as needed and click “Save.”

12. What is a dashboard in Salesforce?

A dashboard in Salesforce is a visual representation of data from one or more reports.

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13. How do you create a custom field in Salesforce?

To create a custom field, navigate to the object manager and select the object in which you want to create the field.

Click the ‘Fields & Relationships’ tab and click on the ‘New’ button.

Choose the type of field you want to create and fill in the required information, such as field label and data type.

14. What is data encryption?

Data encryption is the process of converting data into a format that can only be read with a key or password.

 It can be used to protect sensitive data, such as credit card information or social security numbers.

15. Why data security is important in Salesforce?

It is important in Salesforce because the platform stores sensitive customer data that must be protected from cyber threats and unauthorized access.

16. What are the different levels of data security in Salesforce?

Salesforce provides several levels of data security, including object-level security, field-level security, record-level security, and application-level security.

17. What is the permission set in Salesforce?

A permission set provides additional access to specific features or data for users who need it.

18. What is automation in Salesforce?

Automation in Salesforce refers to the process of automating manual tasks, such as data entry, lead management, and customer service.

19. What are the different types of automation tools in Salesforce?

Salesforce provides several automation tools, including workflows, process builders, flow builders, and Apex triggers.

20. What is the workflow in Salesforce?

A workflow in Salesforce is a series of rules and actions that automatically trigger when certain criteria are met.

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21. What is the process builder in Salesforce?

The process builder in Salesforce is a tool that allows you to build complex, multi-step processes with conditional logic.

22. What is a flow in Salesforce?

In Salesforce, a flow is a type of automation that allows you to automate complex business processes by collecting, updating, and manipulating data in your Salesforce org.

23. What is data modeling in Salesforce?

Data modeling is the process of designing the data structure of a Salesforce org, including the objects, fields, and relationships.

24. What is an Object in Salesforce?

The object is a database table that stores data related to a specific business entity, such as an account, contact or lead.

25. What are relationships in Salesforce?

Relationship in Salesforce defines the connections between different objects, such as a contact related to an account.

26. What are the different types of relationships in Salesforce?

There are four types of relationships in Salesforce: master-detail, lookup, many-to-many, and hierarchical.

27 What is a Custom object in Salesforce?

A custom object is a user-defined object that can be created to store specific information unique to a business.

28. What is a junction object in Salesforce? 

A junction object in Salesforce is a custom object that is used to create a many-to-many relationship between two objects.

29. What is a report in Salesforce?

A report in Salesforce is a set of data that is displayed in a table, matrix, or summary format. Reports can be used to analyze data, track performance, and gain insights into your organization’s activities.

30. What are the different types of reports in Salesforce?

There are four types of reports in Salesforce: tabular, summary, matrix, and joined reports.

31. What is a formula field in Salesforce?

A formula field in Salesforce is a custom field that is created using a formula.

32. What is a tabular report?

A report in Salesforce is a report that displays data in a simple table format, without any grouping or calculations.

33. What is a matrix report in Salesforce?

A matrix report in Salesforce is a report that displays data in a grid format, with one axis representing rows and another axis representing columns.

34. What is a joined report in Salesforce?

A joined report in Salesforce is a report that combines data from multiple objects into a single report.

35. What is Visualforce in Salesforce?

 Visualforce is a markup language used to create custom user interfaces for Salesforce. It allows developers to create custom pages, components, and apps within the Salesforce platform

36. What is an opportunity in Salesforce?

An opportunity in Salesforce is a potential sale or deal with a customer or prospect

37. What is Apex?

 Apex is a programming language to develop custom functionality within the Salesforce platform.

38 What is the difference between a list and a set in Apex?

 A list is an ordered collection of elements, while a set is an unordered collection of elements & set is a collection of unique elements.

39. What is the purpose of a trigger in Salesforce?

The purpose of a trigger is to perform custom logic or validations on data that is being modified.

40. What are the actions that can be performed in a trigger in Salesforce?

 The actions that can be performed in a trigger in Salesforce are: querying data, modifying data, and creating new records

41. what is a trigger in Apex?

 A trigger is a piece of Apex code that is executed before or after a specific event occurs in Salesforce, such as when a record is created, updated, or deleted.

42. What is an Apex class?

 An Apex class is a blueprint for creating objects in Salesforce. It contains methods and variables that define the behavior and properties of the objects.

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43. What is an Apex exception?

 An Apex exception is an error that occurs during the execution of Apex code. It can be caught and handled with try-catch blocks.

44. What is a batch class in Apex?

A batch class is an Apex class that can process large amounts of data asynchronously in smaller batches, to avoid exceeding governor limits.

45. What is a trigger in Apex?

A trigger is a piece of code that executes before or after a record is inserted, updated, or deleted in the Salesforce database.

46. What are the different types of collections available in Apex?

The different types of collections available in Apex are Lists, Sets, and Maps.

47. What is a SOQL query in Apex?

 SOQL stands for Salesforce Object Query Language. It is a query language used to search for data in Salesforce.

48. Can a set contain elements of different data types in Apex?

No, a set in Apex can only contain elements of the same data type.

49. What are the data types in Apex?

 Apex supports several data types, including Boolean, Integer, Double, Date, Time, DateTime, String, ID, and Object.

50. What are the two types of triggers in Salesforce?

 There are two types of triggers in Salesforce: “Before triggers” and “After triggers”

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