The best customer relationship management (CRM) service provider nowadays is Salesforce. With a 40%+ market share, this software is the industry leader in Cloud CRM. This blog's collection of Salesforce interview questions and their accompanying explanations was carefully compiled by specialists in the field.
Salesforce interview questions and scenario-based interview questions have been gathered by us from Salesforce professionals. I sincerely hope that these inquiries will assist you in passing the Salesforce interview and obtaining your ideal position. If you've already taken a Salesforce interview but can't find the same questions here, feel free to comment on them in the box below and we'll add them to our blog post about Salesforce interview questions so that other students can benefit from your knowledge. Now let's start the QAs.
Salesforce offers cloud-based services and CRM software to businesses to improve client relationships. It helps companies effectively manage and track the data of their customers.
In Salesforce, objects serve as database tables for information about a company. There are two different kinds of objects in salesforce.
The salesforce's standard objects, such as contacts, accounts, opportunities, leads, cases, campaigns, products, contracts, dashboards, and so on, are included in this category.
Custom Objects: These are the changes users have made to Salesforce. It keeps the vital and distinctive data that makes up a business. Page layouts, relationships to other objects, custom user interface tabs, custom fields, etc. are all examples of custom objects.
The following are some of the main advantages of Salesforce CRM:
ensuring a quicker and better opportunity for sales
implementing a data-driven strategy for consumer acquisition
lowering costs and enhancing client satisfaction
automated completion of routine and unimportant tasks
increased effectiveness and improved communication throughout the board
In Salesforce.com, an app is a container that houses different elements like a name, a set of necessary tabs, and a logo. It is also known as a collection of tabs that collectively demonstrate the capabilities you need. In Salesforce, you can modify existing apps to meet your needs or create new ones by fusing custom and standard tabs.
Managing contacts is made simpler by having access to crucial customer data and contact history.
It offers thorough customer data, together with insights and suggestions for raising engagement. Customers' social data can be used to learn more about their distinctive buying habits in relation to any product or service.
You have the option to view your customers' past activity history with Salesforce. It aids in directing your decision-making and demonstrates various stages of a specific agreement.
You can discover crucial details about the activity timetable together with the company rivals. Using pre-made templates makes sending emails to clients a breeze.
The tracking of the products that are a component of your transaction, along with their standard price, product code, quantity, and quoted price, is part of quotation management for the products. Additionally, you have the option to establish the sum along with a revenue prediction that specifies the conditions of delivery and payment.
A built-in quoting system in the Salesforce CRM software generates quotes based on client data automatically. It also creates a PDF of the approved template and emails it directly to the customer.
Lead management is featured along with an extravagant activity timeline. Access is provided to the most recent connections listed in the timeline. It
also understands the required paperwork by using the sales channels.
The CRM programme acts as an efficient lead converter and tells you of the source of the leads. Automatic emailing enhances your revenue-generating system. sales information
Salesforce CRM enables you a faster engagement with key decision-makers and allows you to collect the required sales data at the right time.
Territories can be readily planned. With the most recent and precise data, it can be leveraged to increase sales and marketing productivity.
Because it enables users to access CRM data from any location, anytime, and on any device, the Salesforce mobile app transforms your mobile device into a portable sales office.
Calls, work opportunities, dashboard checks, hot lead responses, etc. can all be recorded.
Workflow and authorizations
With the ease of drag and drop, it enables the use of visual workflow to quickly design and automate any business process. Additionally, you may effectively handle processes for flexible approvals of offer discounts, charges, and other things.
sync and share files
Using Salesforce makes it simpler to exchange files, discuss them, publish the best, and track your content in real-time.
Find what you're searching for quickly, share it safely, and sign up to get alerts when something changes.
A sandbox is a replica of the organization's production environment or environment used for testing and development. It is advantageous since it enables Apex programming development
without interfering with the production environment.
When is it applicable?
It can be used to test a freshly created Visualforce page or Force.com application. Instead of performing it immediately in production, you can create and test it in the Sandbox org.
By doing so, you may easily create the application and transfer the metadata and data (if necessary) to the production environment. Developers can freely test and experiment with apps from beginning to end by doing this in a non-production environment.
Types of Sandboxes are as follows:
We can build two different types of apps in Salesforce. the following
bespoke applications They are mostly used by entrepreneurs who wish to make an app that occasionally fits their needs as a business. In the market, it is widely utilised.
Console application: It can only be utilised in the client service industry, where we prioritise resolving client issues. It is not as commonly used in the market as a bespoke app.
When a user wants to grant access to another user, such as public groups, roles, or territories, sharing rules are enforced. By automatically creating exceptions to your organization-wide sharing policies, it grants certain individuals more access. If an object supports it, you can specify a total of 300 sharing rules for it, including criteria-based or guest user sharing rules up to 50.
Users have access to Salesforce based on the profile they have been given. Many users can share the same profile. Let's take the example of the administrator creating a sales profile.
Now, the admin must grant several sales team members access to a single sales profile.
But since sales representatives should only have access to the sales profile, the admin is unable to grant a user access to more than one profile. One user cannot be assigned to two profiles.
When a parent and child have a master-detail connection, the master stands in for the parent and the detail for the child. When we wish to regulate the presentation of detail
records based on the value present in the master record, we can utilise this relationship.
The behaviour of the Detail object is entirely under the control of the master object. Because the child is automatically deleted if the parent is deleted, the child's survival is dependent on the parent. Roll-up summary fields, which compute the SUM, AVG, and MIN of the child records, can be created in master records.
Take a look at a model for a courier service where a delivery schedule is always associated with a delivery location. All associated delivery schedules ought to be deleted as well if we remove a delivery location from our list. The only way to create such a reliance is through a Master-Detail connection.
When a Master record in a Master-Detail relationship is removed, the Detail record is also deleted automatically.
On the other hand, with a Lookup connection, even if the Parent record is removed, the Child record won't be.
In the case of a Master-Detail relationship, we can have a roll-up summary, but not in the case of a Lookup relationship. This is so that a value in the Master record can be displayed depending on the values of a number of fields in the Detail record using a roll-up summary field.
Apex triggers are the name given to triggers in Salesforce. These are separate and available just for typical and anticipated behaviours, such as lead conversions.
It is merely a piece of code that is run either before or after a record is added to or changed.
A workflow is different from a trigger since the latter is an automated process while the former is a piece of code.
A set of settings or rights called a permission set is used to grant a user access to a variety of tools and features. To increase functional access without modifying users' profiles, employ permission settings for various user categories. You could easily build a Permission Set rather than a new profile every time.
The parent object and child object are linked by an external lookup connection. A custom, standard, or external object may be the child object. It uses to identify the correct map of the child object with the parent external object. Field values from external lookup relationships are compared to External Id values.
It is a close-up view of the same thing. The objects' self-relationship results in a tree diagram. Let's use an example as a "merchandise" object. We can produce relationship merchandise between two accounts in this way. We refer to this as a self-relationship.
The entire Salesforce application is built on the Force.com framework and codebase. We can also say that Force.com, a Platform as a Service (PaaS) that makes it easier to design, create, and deploy cloud-based apps and websites, is the foundation on which Salesforce is built. Applications can be deployed on Force.com servers by developers using the Cloud Integrated Development Environment (Cloud IDE).
The user interface for the Force.com platform is known as Visualforce. It is a framework with over 100 built-in components that is based on components. Each Visualforce
tag relates to a page or a field, and the markup language is tag-based.
The MVC paradigm is the foundation of the Visualforce framework. It is possible to install automatically produced controllers for database objects in addition to having a close interface with the database. Apex codes can be used by developers to create custom controllers. They can also access AJAX components or make their own using this technology.
Here are some Salesforce dashboard elements explained:
A single value within a specified value range is displayed using a gauge.
Metric: This is used to display a single key-value pair. By selecting the blank text area adjacent to the total, we can directly enter the metric label on the components. The dashboard column would present all metrics as a single component.
Tables: Tables are used to display report data as lists. Top five or bottom five opportunities, for instance.
Visualforce page: It is used to present information that is not offered by other component types or to create a bespoke component such as a dashboard.
Charts: They are used to display comparisons. There are six categories for charts. They are the line chart, pie, donut, horizontal bar chart, vertical bar chart, and funnel.
Before a user can save a record, validation rules in Salesforce assess the data in one or more fields to see if it complies with the standards you establish.
Depending on how the data are evaluated, it produces a "True" or "False" value. When a condition is "True" because a value is invalid, validation rules are in charge
of showing the user an error message.
In order to enforce integrity requirements on the data, validation rules are useful. In the formula editor, we now provide conditions. Salesforce checks another validation rule contained in the field or record if the first one fails, and displays the appropriate error message above the field or below the record if it does.
For fields, objects, campaign participants, or case milestones, you may construct validation rules. For instance, we can design a validation rule that activates if a user tries to save an account with an account number that is the wrong length.
Strongly typed and object-oriented programming language Apex enables developers to run flow and transaction control statements alongside API requests on Salesforce platform servers.
It purports to be a database stored procedure and employs syntax that resembles Java.
Apex enables developers to integrate business logic to a variety of system events, including as clicks on buttons, updates to associated records, and Visualforce pages. Requests from online services and triggers on objects can both start this code.
The Lightning platform supports 100% on-demand execution of all Apex code. Developers create and save Apex code to the platform. End users cause the execution of Apex code through the user interface.
In Salesforce, skinny tables are helpful for avoiding joins and for gaining access to commonly used fields. Certain read-only tasks, such as reports, list views, etc.,
may perform better as a result. Because skinny tables will remain in sync with source tables even when the source tables are changed, skinny tables are very effective.
If you wish to use skinny tables, you must get in touch with Salesforce customer support. Thin tables can't be made, accessed, or changed by you. For instance, if you wish to add new fields, you must contact Salesforce to amend the definition of the skinny table.
Every firm may create cutting-edge UI and UX in Salesforce using the resources provided by the Salesforce Lightning platform. Lightning produces a cutting-edge user experience that increases productivity. To help sales teams move more products, it is utilised to provide a lightning-fast, gorgeous, and distinctive customer experience. Utilizing the open-source Aura framework is Lightning Experience. It is a framework that has been entirely redesigned to produce a contemporary user interface.
Junction objects aid in linking two objects together. They are Salesforce custom objects that enable for the creation of a Master-Detail relationship between two
separate data items. In order to connect numerous junction objects to numerous records, it uses a many-to-many relationship.
As an illustration, if a candidate applies for a job, the job profile may be related to numerous candidates, and the candidate may also be linked to numerous additional jobs. The "job profile" will be the junction object in this case.
In Salesforce, a wrapper class is a particular kind of container class that holds a collection of objects in its segments. The wrapper class is a member of an abstract data type as well.
To enclose acquired data in Salesforce, we employ a wrapper class. The wrapper class and its associated properties are defined by a programmer.
Additionally, the instances of a wrapper class aid in the representation of various objects in the corresponding table on a Visualforce page.
Salesforce's workflow feature enables you to streamline internal processes and procedures and save time for your entire organisation. It is beneficial to assess records as
they are being produced or changed in order to decide whether an automated action is required.
Sending follow-up emails, tracking the customer journey, carrying out various marketing tasks to increase sales, etc. are all examples of automation operations in Salesforce.
A major container for a group of workflow instructions is a workflow rule. An if/then statement is typically used to condense these instructions. There are two basic parts to workflow rules. As follows:
Criteria: What must be true about the record for the workflow rule to execute the corresponding activities, or the "if" part of the "if/then" expression.
Actions: What to do when the record satisfies the criteria, or the "then" section of the "if/then" expression.
Take the workflow example, "if it's raining, bring an umbrella." In this case, the action is "bring an umbrella" and the criterion is "it is raining." The action is not carried out if the requirements are not satisfied. Only when a record satisfies all the requirements of a workflow rule are the actions of the rule put into action.
Working for a large client with more than 10,000 records can expose you to the problem known as "data skew." We refer to the situation where a single person owns so many records as
"ownership data skew."
Due to "data skew," certain users will experience performance issues when doing updates. This occurs when the majority of the records for a given item are owned by a single user or members of a single role.
A profile will, in the end, regulate which records a user has access to in a Salesforce org, as was described in one of the earlier Salesforce interview questions.
Without a profile, no user can work on the Salesforce org. Therefore, every user must have a profile.
However, not every user must have a role. The Role/Role hierarchy's main purpose is to give higher level users in the hierarchy access to records that belong to lower level users in the hierarchy. One illustration of this is the fact that Sales Managers have access to Sales Reps' records while their colleagues do not.
Make sure that at least 75% of your Apex code is covered by unit tests before deploying your code to production in Salesforce. And each of these tests needs to be successful.
An Apex transaction is a collection of procedures that must be carried out simultaneously. It handles record queries and contains the Data Manipulation Language (DML). A transaction's DML operations may succeed or fail, and if anything goes wrong—even with just one record—the entire transaction may need to be rolled back.
On object record pages, page layouts determine how fields, buttons, Visualforce, custom links, and related lists are arranged and displayed.
By deciding which custom links, fields, and associated lists are necessary, read-only, and visible to the user, they aid in organising user interface pages.
One can design several page layouts and apply them to distinct user groups to provide a tailored experience.
When necessary, the records from database.com are queried using the Salesforce Object Query Language, or SOQL. The two sorts of SOQL statements are as follows:
Static SOQL: It is similar to IINQ and is written using  (array brackets) (Ion Integrated Query). When the SOQL query does not dynamically change, it is appropriate.
Dynamic SOQL: It can be used to refer to the SOQL string creation in Apex code at runtime. It enables the development of apps with more flexibility. For instance, you may build a search using user input with different field names or updated entries.
To communicate with the system, developers can use a number of Salesforce APIs. Salesforce API uses include:
Streaming: When a change to Salesforce data occurs in accordance with the specified SOQL query parameters, the Streaming API can be used to initiate and receive notifications. Based on predetermined criteria, it can be used to push notifications from the server to the client.
Bulk: It offers programmatic access so that you may quickly load and query a sizable amount of data into your Salesforce organisation.
Salesforce has a special feature called an audit trail that makes it possible to keep track of the alterations you and other administrators have made to the
organisation. In this manner, you will always be aware of any last-minute project modifications. With more administrators, the organisation benefits.
You can learn the specifics of modifications made, the date and time of the change, and the username of the team member who made the changes by using an audit trail.
A set of guidelines for sending XML-encoded data that are standard. Simple Object Access Protocol is the abbreviation.
It establishes a connection between the standard object listed in a related list and the custom object. Finding the product's flaws is much easier using this.
We can insert records using the insert method, however if any errors are found in any records, the system will throw an error, causing no records to be inserted. Using database.insert, we can execute portions of a successful bulk insert operation.