The importance of customer relationship management is on the agenda of almost all businesses in the present time. Building relationships with the customers is not only the key to sustainability but also for driving sales for a business. Now, the most popular tool for CRM is Salesforce, with almost 19.7% share in the overall CRM market.
Interestingly, Salesforce also accounts for more than the 40% market share in the cloud CRM landscape. Salesforce has achieved the top spot among top CRM providers for two consecutive years. With consistent and ever-increasing growth, job opportunities could increase gradually for Salesforce trained professionals.
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Most Common Salesforce Interview Questions and Answers
The high demand for Salesforce in the CRM space shows the reasons for increasing online searches about salesforce interview questions. So, in this article, we would present an outline of the latest salesforce interview questions and answers. You could find these questions helpful for improving your confidence to appear for salesforce interviews with ease.
People who have attended the salesforce interview previously can also find the same questions in this discussion. One of the improvements that you can find in this discussion is the classification of top salesforce interview questions. You can find the questions in four different categories such as basic, advanced, lightning interview, and scenario-based questions.
Basic Level Salesforce Interview Questions
This section is mainly intended for the entry-level candidates preparing for a Salesforce interview. Salesforce freshers mainly come across simple and basic level questions that measure their general understanding of the Salesforce. Although, the interviewer can also ask these questions to the candidate having significant years of experience. So, whether you are a fresher or experienced, check the questions covered in this section.
1. Define Salesforce.
Answer: This is one of the most common salesforce interview questions interviewer asks the fresher and basic level candidate. The answer is quite simple. Salesforce is a CRM tool available in the form of SaaS or Software-as-a-Service.
2. What is an object in Salesforce?
Answer: This entry is another frequently asked salesforce interview question. The definition of objects is – they are database tables which store information for an organization. Salesforce provides two types of objects such as standard and custom objects. Standard objects are available by default with Salesforce. Examples of standard objects include accounts, leads, campaigns, contacts, dashboards, opportunities and others. Custom objects are database tables modified by the users and they are ideal for storing important and unique information. Examples of custom objects include custom fields, page layouts, and custom user interface lab.
3. What is object relationship overview?
Answer: You can generally find this question among the basic level salesforce interview questions. Object relationship overview is a Salesforce feature that helps in linking custom object records to standard object records. This feature helps in tracking product defects with individual customer cases. Custom relationship fields help in defining the various types of relationships.
4. What is an App in Salesforce?
Answer: Candidates will also encounter this question among other basic level salesforce interview questions. The response to this salesforce interview question is quite simple. The definition of an App in Salesforce implies a container for different things such as name, logo and a set of important tabs. The tabs work in unison for accomplishing a particular function. Salesforce helps in customization of tabs according to our requirements. Furthermore, we can also use the opportunity for creating new applications with a combination of custom and standard tabs.
5. What are the different types of apps in Salesforce?
Answer: Salesforce provides two types of Apps such as Custom app and Console app. You can also extend your response on this entry among most common salesforce interview questions. The custom app is practically suited for almost every business scenario is widely used in the present times. Console apps are fit for a client service business that is focused on resolving client issues. Therefore, console apps are not frequently used as custom apps.
6. What types of reports can you get in Salesforce?
Answer: This question is a common mention among top salesforce interview questions. Salesforce provides four different types of reports. They are:
- Tabular report
- Matrix report
- Summary reports
- Joined reports
Each of the reports varies in terms of structure and format of presenting data in the reports.
7. Could two users have the same profile?
Answer: Candidates should attempt this frequently asked salesforce interview question with a different approach. Let us start by defining a profile in Salesforce. Profile in Salesforce is a collection of rules and processes needed for an individual to access particular records. Regarding the actual question, two users could surely have the same profile. For example, the marketing team of a company could have a single profile for all users titled ‘Marketing Profile’. However, it is important to note that each user gets an assignment with one profile only.
8. Can you point out some benefits of Salesforce?
Answer: Candidates can find this question in each list of salesforce interview questions. Salesforce provides the benefits of improved communication and better organizational understanding. It allows a better understanding of the customer and improving capabilities for providing superior services. Salesforce also provides the reduction of cost and cycle time along with automation of iterative tasks based on specific rules. Furthermore, users can also find better features for data analysis with improved analytics and dashboards.
9. Can you explain about sandbox?
Answer: Sandbox is one of the prominent additions in the latest salesforce interview questions and answers. Sandbox is a replica of the production environment suited for testing and development objectives. The sandbox allows development and testing of applications without moving directly to production. There are four types of sandboxes such as Developer, Developer Pro, Full and Partial Copy.
10. What is the Audit trail?
Answer: An audit trail is a distinct feature that maintains the integrity of Salesforce. You can find this entry among other notable salesforce interview questions at the basic level. The Audit Trail feature is suited for tracking changes that are made by us or the administrators. The Audit Trail includes the date and time of a modification and the username responsible for the changes. It also provides exact information about the change implemented.
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11. How is workflow used in Salesforce?
Answer: Candidates will also find this mention among basic level salesforce interview questions commonly. Workflow is ideal for the automation of particular business processes in Salesforce. Workflow definition involves an estimate of specific rules and regulations for automating tasks such as updating a field or creating a task. The actions associated with workflow include “Field Update”, “Email alert”, “Task” and “Outbound message”.
12. What are the types of relationships in Salesforce?
Answer: Salesforce provides three different types of relationships. The first one is the Master-Detail relationship. The other two are Lookup relationship and External lookup.
13. Can you explain the different relationships in Salesforce?
Answer: You can find this query as a follow up to one of the top salesforce interview questions. First of all, let us focus on the master-detail relationship. The description of the master-detail relationship falls on similar lines as a parent-child relationship. The master object is the parent while the detail object is the child. Deleting the master object will automatically delete the detail object. The next relationship is the Lookup Relationship.
Lookup relationship exists between two objects linked together. Lookup relationship helps to locate other items from related items. External lookup relationship involves the connection of child object to the parent object. In this case, the child object could be an external, custom or standard object. External lookup helps in recognizing the correct mapping of the child object with the external parent object.
14. How many types of email templates can be created in Salesforce?
Answer: This is one of the most common salesforce interview questions that you cannot ignore. The three types of email templates include HTML with letterhead, Visualforce and Custom HTML. The creating and modification privileges are different for each type of template. Generally, administrators and users need “Edit HTML Templates” permissions to create HTML with letterhead and Custom HTML templates. The permissions for creating Visualforce templates is for administrators and developers only.
15. Do you know about ‘Data Skew’ in Salesforce?
Answer: This query is one of the latest salesforce interview questions and answers. When a single user owns over 10,000 records the special condition refers to Data Skew. In the data skew condition, users can face issues when performing updates.
16. What is a trigger in Salesforce?
Answer: You can find this mention among common salesforce interview questions. The trigger is actually a code executed before or after performing functions such as delete, insert or update. Triggers help in conducting custom actions before and after changes in the Salesforce records.
17. How is force.com different from salesforce.com?
Answer: Candidates can find this query as a frequently asked salesforce interview question. The difference between Force.com and Salesforce.com relates to the platform for delivering services. On the one hand, Force.com is a PaaS while on the other, Salesforce.com is SaaS.
18. What are Salesforce dashboards?
Answer: Dashboards in Salesforce help in the representation of data in the form of pictures. The Salesforce dashboard can display almost 20 reports at a particular time. You can find two types of Salesforce dashboards such as static and dynamic dashboards. Static dashboards show the data from the perspective of a single user. Candidates can also receive follow up salesforce interview questions with this question.
Dynamic dashboards can be the theme of the follow-up questions. Dynamic dashboards are ideal for obtaining data for a specific user. Regarding the scheduling of dynamic dashboards, it is not a possibility. The reason for this is that you will find data generated in real-time when you access the dashboard.
19. Can you elaborate on Governor Limits in Salesforce?
Answer: Candidates will find this mention in each list of top salesforce interview questions. Governor Limits in Salesforce help in controlling the volume of data and number of records stored in shared databases. The need for Governor Limits is because of the multi-tenant architecture in Salesforce. Salesforce depends on a single database for storing data from multiple clients.
Examples of Governor Limits in Salesforce include per-transaction apex limits, force.com platform apex limits and static apex limits. The other Governor Limits include size-specific apex limits, email limits, miscellaneous apex limits and push notification limits.
20. What are the different approaches for deployment in Salesforce?
Answer: Users could deploy code in Salesforce with the following methods. Salesforce Package, Eclipse with Force.com IDE, Change Sets, and com Migration Tool.
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Advanced Level Salesforce Interview Questions
As the name signifies, advanced level questions are intended for the candidates who have gained significant experience in the Salesforce. You may find these questions somehow typical, so it is important to understand the question first before giving the answer. These questions may also include some statements and codes, so be prepared for that. Without further delay, check out the following section of advanced salesforce interview questions.
21. What is the maximum number of records shown in Salesforce reports?
Answer: This query is one of the notable advanced level salesforce interview questions. The response to this question implies the maximum limit of records in Salesforce reports 2000 records. The 2k limit is applicable in Matrix, Summary, and Tabular reports.
22. Can you get the roll-up summary field in a master-detail relationship?
Answer: One of the common salesforce interview questions, this question tests the practical level of salesforce personnel. The response suggests that the roll-up summary field is possible only in the case of the master-detail relationship.
23. How can you create MDR on objects with existing records?
Answer: You can find this query among top salesforce interview questions. The response involves three simple steps. First of all, we have to create a lookup relationship between the two objects. In the second step, we have to connect child records to the parent. For the final step, we can convert the field type to MDR.
24. How can I find user license information on Salesforce?
Answer: This is one of the most popular advanced level salesforce interview questions. You can present the response in the form of simple steps starting with “Salesforce Org.” Open “Setup” and then select “Administer.” From this step, you can access “Company Profile” followed by clicking on “Company Information.” That’s it; you have your user license information now!
25. What are different storage options for records in Salesforce?
Answer: Candidates can identify this query among popular salesforce interview questions. Salesforce has different ways for storing records such as files, documents and images. The storage options include attachments, libraries, Google Drive and Chatter Files.
26. Which factors can cause data loss in Salesforce?
Answer: This question is one of the important advanced level salesforce interview questions. Interviewers would test your practical skills with this question. The factors which cause data loss in Salesforce are as follows.
- Migration from the auto number, checkbox or multi-select picklist to other types
- Changes in date and time
- Migration to money, number, and percent from other data types
- Changes in the text area to URL, text, phone or email
- Migration to multi-select picklist from other types except for picklist
27. How to track sales details on Salesforce?
Answer: This is also one of the most common salesforce interview questions that you can encounter. Salesforce provides accurate and detailed information of sales in the following areas.
- Regular sales numbers
- Creation of sales reports at frequent intervals
- Number of customers attended on a daily basis
- Details of repeat customer activity
- Comprehensive reports from sales manager
28. What are the different ways to share a record?
Answer: Candidates could also face this query among popular salesforce interview questions. Record sharing in Salesforce involves three different approaches such as role hierarchy, manual sharing, and OWD. Role hierarchy involves adding a user to a specific role for providing read access. OWD is used for establishing the baseline setting for the organization. OWD illustrates the level of access to see records of other users. Manual sharing involves sharing of a single record to a user or group of users. Manual sharing is possible through the button detail page of the record which is visible in private OWD setting.
29. Do you anything about Apex?
Answer: Candidates will face this query among other salesforce interview questions surely. The use of Apex in Salesforce is for the execution of flows and transaction control statements. The strongly typed object-oriented programming language helps in adding business logic to the majority of system events. It is imperative to note that all Apex programs run on the Force.com platform completely on an on-demand basis.
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30. Can you explain the working of Apex?
Answer: You will find this query as follow up to salesforce interview questions related to Apex. The platform application server on Force.com compiles the code into a set of instructions. The set of instructions is abstract and the Apex runtime interpreter reads the set of instructions. Now, the compiled data is stored in metadata. End users can demand execution of Apex through button click or the Visualforce page. The application servers receive the end-user request and then bring the compiled instructions from metadata. After this, the application servers send the compiled instructions to runtime interpreter before providing the result.
31. How many ways are there to call the Apex class?
Answer: This is the most frequently asked Salesforce interview question. You can call the Apex class in Salesforce with the following methods.
- JavaScript Links
- Visualforce Page
- Another Class
- Home Page Components
- Triggers
- Developer Console
32. Do you know about Visualforce component?
Answer: This query is one of the popular salesforce interview questions. The Visualforce components are small functional components with reusability. The standard and custom types of Visualforce components can help in defining user interface behavior.
33. What is SOQL?
Answer: You can find this question commonly with other salesforce interview questions. SOQL stands for Salesforce Object Query Language. SOQL helps in the construction of simple query strings and provide criteria for data selection from the platform database.
34. What is the syntax of SOQL statement?
Answer: The following response presents the syntax for SOQL statement.
SELECT field1, field2,…… FROM Object_Type [WHERE condition]
Queries serve as the right examples of SOQL statement as follows.
List accountList = [SELECT ID, Name, FROM Account];
List accountList = [SELECT ID, Name, FROM Account WHERE annual revenue<10000];
35. What are the best practices for Bulkification?
Answer: Candidates can find this mention among the latest salesforce interview questions and answers. The following methods are the recommended best practices for Bulkification.
- Never use SOQL inside for loop
- Avoid using SOSL inside for loop
- Never use DML inside for loop
- Avoid using index values such as Trigger.New[0]
- Storing data in collections for ensuring functionality of code in single and multiple records
- Use of bulkification should be for each loop irrespective of the number of loops.
Salesforce Lightning Interview Questions
Candidates could also encounter lightning rounds in salesforce interview. These types of salesforce interview questions are quite intensive. If you have vast and detailed knowledge on the different concepts of Salesforce, you can answer these questions. The different types of salesforce lightning interview questions that you can find commonly are as follows.
36. What is the declarative approach?
Answer: This mention among salesforce lightning interview questions is quite common. The declarative approach implies working on a project without code. Along the lines of this response, you can also define customization or a non-declarative approach. The customization or non-declarative approach implies working on a project without code.
37. What are the benefits of writing controllers?
Answer: The rapid-fire salesforce interview questions can also refer to the benefits of writing controllers. The two benefits of writing controllers are access to data and logic.
38. What is the @Future annotation?
Answer: Candidates could also find this query in salesforce lightning interview questions. The @Future annotation is suited for specifying asynchronous execution of specific methods. The methods with future annotation could return only a void type and they should be static methods.
39. Which fields are excluded from a custom index?
Answer: You will also find notable salesforce interview questions related to this area. The response to this question is formula fields. The exclusions in the custom index in Salesforce are Formula fields.
40. Which apex classes are used commonly within?
Answer: The apex classes used commonly within are the message, select option, standard controller and page reference.
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41. What is metadata-driven development model?
Answer: Candidates could find this query among other salesforce interview questions. The metadata-driven development model helps the definition of apps as declarative blueprints. This model does not require any code. Metadata defines the data model, workflows, objects, forms, and other components.
42. How do I get the Security token in Salesforce?
Answer: First of all, you have to click on the “Name” tab and then select “Personal”. Now, you can find the “Reset my security token” option from where you can find the security token.
43. How many field dependencies can be used on the Visualforce page?
Answer: Candidates could find this entry among common salesforce interview questions. The maximum number of field dependencies that we could use on the Visualforce page is 10.
44. Do you know about force platform sites?
Answer: You can find this question commonly in lightning rounds. Force platform sites are public websites and applications integrated directly with Salesforce organization. Force platform sites do not demand username or password from users to log in.
45. What happens when you use the transient keyword?
Answer: Candidates can find this entry among popular salesforce interview questions. Transient keyword brings restrictions on saving data in the view state. It is ideally suited for very temporary variables.
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Scenario-based Salesforce Interview Questions
You may also come across scenario-based questions in the Salesforce interview. So, in this section, we are going to cover the scenario-based interview questions. These questions are generally based on some situation or scenario to check your knowledge level to handle that scenario. Let’s check out few scenario-based questions that will get you ready for the interview.
46. If only 2 MDR are allowed per object, then how many custom levels could be found?
Answer: This question is popular among salesforce scenario-based interview questions. The answer implies permission for three custom levels per object. The example is the company, workers and sub workers levels.
47. Consider a scenario in which CRUD permission is not assigned in profile ‘P1’ for an object ‘O1’. However, the object ‘O1’ could be created. What makes this possible?
Answer: The permission set or Profile is the response to this salesforce scenario-based interview questions. The permission sets provide permission regarding creation, deleting, viewing, and updating the object. So, enabling ‘Create Permission’ in the Permission Set or Profile can help in creating records in an object.
48. Consider a scenario with two unrelated objects Obj1 and Obj2. How can I create a Master-Detail relationship between these objects?
Answer: First of all, we have to choose the parent and child object. Let us assume Obj1 as the Master object the parent object and Obj2 as the Detail object or child object. Now, we have to make sure that every record in Obj2 has a parent record in Obj1. First of all, we create a lookup field in Obj2 that points to Obj1 as the parent. Now, we can update the lookup field for all records in Obj2 with values from Obj1. The final step involves the conversion of Lookup relationship into Master-Detail relation.
49. Consider a scenario where you have to 20000 records. However, the records should not be recovered from the recycle bin. How can you achieve this?
Answer: The response to this entry in salesforce scenario-based interview questions relates to the use of Hard Delete Option.
50. Suppose you have two workflow rules and two filed F1 and F2. F1 is updated to value= 10, resulting in WF1 activity for updating F1 value to 20, and F2 value is updated to 30. Now when F1 value is 20, then WF2 fires thereby updating F1 value to 10 and F2 value to 20. What will be the result of this workflow rule?
Answer: The response to this scenario-based salesforce interview questions is related to the recursive Workflow rule. As a result, governor limits get exhausted and subsequently, errors pop up.
51. What is the Salesforce Platform (Force.com), and how does it help organizations
One of the standout features of Salesforce lies in its platform, formerly known as Force.com. This platform empowers you to implement robust customizations atop Salesforce’s products, offering the flexibility to tailor applications precisely to your organization’s requirements. What enhances its appeal is the ability to perform these customizations through point-and-click actions rather than coding.
At its core, this functionality enables you to generate custom fields and objects for storing unique information relevant to your organization. Among the myriad customization options, automation stands out as particularly popular. With Salesforce, you can automate a wide range of tasks, such as updating fields, creating records, sending emails, and more. These tailored customizations have the potential to significantly streamline user workflows, resulting in considerable time savings.
Final Words
The above discussion focused on various types of questions that you can face in a salesforce interview. The primary objective of the discussion is to prepare candidates with confidence to appear for salesforce interviews. The special focus on classifying the different questions into different categories is a prominent highlight of this discussion.
Going through this set of top Salesforce interview questions will make you confident enough to crack the interview in the single go. You can also add a salesforce certification in your resume to enhance your chances of getting selected. So, check out our Salesforce certification training courses and give your certification preparation a new edge.
So, prepare well and get ahead towards a promising career!
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