If you’ve ever considered a career in the CRM industry, chances are Salesforce has crossed your mind. As the world’s leading CRM service provider, boasting over 40% market share in the Cloud CRM space and approximately 20% overall CRM market share, Salesforce presents an enticing opportunity for career growth. It’s no wonder thousands aspire to work there!
Securing a job at Salesforce isn’t overly difficult if you possess a strong understanding of the field and can impress interviewers with your confidence. Like any job, you’ll need to demonstrate your suitability to recruiters and convince them that you’re the ideal candidate. This requires thorough preparation for the interview, ensuring you’re well-versed in relevant topics and facts likely to be discussed.
One effective method of preparation is familiarizing yourself with the most commonly asked Salesforce interview questions. However, locating these questions can be a challenge—which is where we come in.
In this article, we’ve compiled a list of top Salesforce interview questions frequently encountered by candidates. Take a moment to peruse the following list and gain insight into what you can expect during the interview process.
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Salesforce Interview Questions
Q1.What is meant by an Object in Salesforce?Ans-Objects in Salesforce are used as database tables that are used to store information of an organization. We have 2 types of objects in salesforce, they are.Standard Object: These are the objects provided by the salesforce which include contacts, accounts, opportunities, leads, cases, campaigns, products, contracts, dashboards, etc.Custom Object: This includes the modifications made to the Salesforce by users. It stores the essential and unique information of an organization. Custom Object includes page layouts, relationship to other objects, custom user interface tab, custom fields, etc.
Q2.What is meant by App in Salesforce?Ans-An App in Salesforce.com is a container which holds various things such as a logo, name, and a set of required tabs. It is also called as a group of tabs that work together to prove the functionality that you are looking for.In Salesforce, you can customize apps to match your requirements, or you can build new applications by combining custom and standard tabs.The process to create an app in Salesforce:1Setup —> build—> Create—> App—> Click on new.By following this procedure you can build an application however you want.
Q3.What is an Audit trail?Ans-The Audit trail in Salesforce is a unique feature which helps in tracking the changes that have been made in the organization by you and other administrators. It would be helpful for the organization with more administrators. This audit trail shows you the information of twenty most recently made changes in your organization.Below are the things that you could come to know:The date and time.Username of who made the changes.What the change was.
Q4.What are the benefits of using Salesforce CRM?Ans-We get the following benefits by using Salesforce CRM.Improved organizational understanding.Enhanced communication.We can understand the customer better and can facilitate better services.Salesforce automates the repeated rule-based tasks.Improved analytics and dashboards to analyse the data.Reduction in cost and cycle time.Improves the efficiency of teams.
Q5.What is a profile? Can two users have the same profile?Ans-The profile is defined as a collection of rules and procedures a person needs to follow to access particular records. There are multiple profiles available in Salesforce. For example, a sales profile can have access to leads, opportunities, contacts, campaigns, etc.As far as the second question is considered the answer would be yes. The people who work in one department have the same profile. So the people whoever works under a particular department would be assigned with the same profiles.As we have seen in the sales profile, many people work under it and every person works under is assigned with the same profile. Hence any number of people can have the same profile.
Q6.Explain the difference between role and profile?Ans-Role: In Salesforce Role is meant to increase the data visibility to a particular user. It can be done through sharing rules or by building role hierarchy. Using roles, you can control the acProfile: Unlike roles profile is mandatory for all, and it stays at the object level. It is treated as a building pillar of an organization.
Q7.How many relationships do we have in Salesforce?Ans-We have three types of relationships in Salesforce, which are:Master-detail relationshipLookup relationshipExternal Lookup
Q8.What is the Master-Detail relationship?Ans-This Master-Detail relationship is the same as the relationship between a parent & child. In this aspect, the master is treated as Parent, and the Detail is a child. The master Object takes control over the behaviour of the Detail object. Survival of the child is dependent on the parent because if the Master get deleted the Detail will also automatically get deleted. You can create Roll-up summary fields in master records which helps in calculating the Min, Avg, Sum of the child records.
Q9.What is a “Lookup Relationship”?Ans-Relationship between the two objects is called lookup relationship. Lookup relationships connects two object links together so that you can look up from related items to other items. It can be one to one or one to many.
Q10.What types of app we can create in SF?Ans-We can create 2 types of Apps in SalesforceCustom app: This type of apps can be used in every business scenario. It is widely used in the market.Console app: This type of app can be used only in client service business, where we focus on solving client’s issues. It is not comparatively, widely used in the market.
Q11.What is Salesforce Standard Fields?Ans-Below mentioned are the Salesforce Standard FieldsOwner,Name,Last modified by,Created by.
Q12.What are Audit Fields?Ans-Standard fields are nothing but audit fields.
Q13.Which is the latest field you have worked in SF?Ans-‘Time’ is the latest field in Salesforce.
Q14.What are the default filters in salesforce?Ans-They are “Date filters”.
Q15.How to get rid of Date Filter?Ans-By selecting the “All Time” in the “Range” in the page.
Salesforce Interview Questions For Experienced
Q16.What is External lookup?Ans-External lookup relationship is used to connect the child object to the parent object. The child object may be either custom, standard, or an external object. It uses to identify the correct map of the child object with the parent external object. The external lookup relationship values fields are matched against to the External Id values.
Q17.What is a self-relationship?Ans-It is a personal lookup to the same object. The self-relationship creates a tree diagram of the objects. Let’s take an example as an object “merchandise”. In this, we can create relationship merchandise between two accounts. This is called a self-relationship.
Q18.What is workflow in Salesforce?Ans-Workflow is an excellent way to automate specific business processes in Salesforce. To do this, you are required to define certain rules and regulations to automate tasks such as sending an email, updating a field, create a taskWe can have access to workflow across the object.It is not possible to query from the database.
Q19.What is meant by “Transfer record” in profile?Ans-Transfer record is a type of function used to grant permission. If a user has the permission to share a record with others, then he can share the records that have read-only access.
Q20.Explain the Salesforce dashboard?Ans-In Salesforce we use dashboards to represent the data in a pictorial format. Salesforce dashboard is capable of displaying 20 reports at a time.
Q21.What is SOAP?Ans-A protocol that defines a uniform way of passing XML-encoded data. SOAP Stands for Simple Object Access Protocol.
Q22.What is a Time Trigger?Ans-Computer system executes one or more tasks according to the set of rules and scheduled task.
Q23.What is Trigger in Salesforce?Ans-The trigger is defined as an Apex code that executes before or after the following functions such as insert, update, delete, etc. trigger enables to perform custom actions before and after modifications to the records of Salesforce.
Q24.What are the issues you faced on joined reports?Ans-We can not export.
Q25.How many records can be shown in matrix, tabular & summary reports?Ans-We can create upto 2k records in Matrix, Tabular & Summary Reports.
Q26.Is Roll-Up Summary field is only possible in Master-detail relationship?Ans-Yes, it is possible in master detail relationship.
Q27.How many Master-detail relationship fields can be created in an object?Ans-Maximum two MDR fields can be created in an object.
Q28.How many LR(lookup relationship) fields can be created in an object?Ans-Maximum 40 Lookup relationship fields can be created in an object.
Best Salesforce Interview Questions
Q29.If we delete parent record in MDR, what happens to the child?Ans-If you delete the parent record in the MDR, child record also gets deleted in MDR.
Q30.What about undelete option?Ans-It will restore the record with the data in the object.
Q31.How many Roll-Up Summary fields can be created in an Object?Ans-Up to 40 can be created. (before 2010 it is 10 after 2016 it is up to 40 and it will change accordingly to salesforce updates).
Q32.If we reparent in the object will the parent update?Ans-Yes, parent will update the object.
Q33.How we can create an MDR on those objects where we already have records?Ans-First, we to create LR between the two objects.Connect all child records to parent.Convert the field type from LR to MDR.
Q34.How to look at the user license information in Salesforce Org?Ans-Steps to find out the user license:1.Salesforce Org → Setup → Administer → Company Profile → Company Information.
Q35.Can we delete a user in Salesforce?Ans-No, we cannot delete the user in the salesforce.
Q36.Can we change the license when we create a profile?Ans-No, we cannot change the license when we are creating the profile.
Q37.Explain about object relationship overview?Ans-It creates a link between the custom object and standard object recorded in a related list. This is helpful to find the product’s defects.
Q38.What are the types of reports that we have in Salesforce?Ans-There are four types of reports that are available in Salesforce which are as follows.The tabular report is those which gives us the total in a tabular format.Matrix report the format where grouping is done based on columns and rows.The summary report which gives us the detail reports based on columns.Joined reports which are capable of allowing two or more reports in one report.
Salesforce Interview Questions On Lighting
Q39.What is Salesforce Lightning?Ans-Lightning is the collection of tools and technologies behind a significant upgrade to the Salesforce platform.
Q40.What is Aura? Why do I see the aura: namespace in the code?Ans-Aura is the open source technology that powers Lightning Components. The aura: namespace contains all of the basic building blocks for defining components and applications.
Q41.Is Lightning an MVC framework?Ans-No, it’s a component-based framework.
Q42.What is difference between Visualforce Components and Lightning Components?Ans-Visualforce components are page-centric and most of the work is done on the server. Lightning is designed from the component up, rather than having the concept of a page as its fundamental unit. Lightning Components are client-side centric, which makes them more dynamic and mobile-friendly.
Q43.What is Lightning Experience?Ans-Lightning Experience is the name for the all new Salesforce desktop app, with new features, built with a modern user interface and optimized for speed.
Q44.What is Lightning Design System?Ans-Style guides and modern enterprise UX best practices to build pixel perfect apps that match the look and feel of the Lightning Experience and Salesforce1 Mobile app.
Q45.What happens to my existing Visualforce Pages?Ans-They’ll continue to be supported in the current UI and Lightning Experience. See the Trailhead module on this topic.
Q46.What is the basic difference between Application Event and Component Event?Ans-Component events are used to do communication between child and parent. They use bubbling and capture same as used in DOM events. A change in a child component can be communicated to the parent component via component event.–Application events are used to communicate any change in the component to a broader audience. Any component who has registered for this event will get a notified.
Q47.Component events vs Application events. Which one I should use?Ans-Component events can only be handled by components above them in the containment hierarchy, therefore, their usage is localized to the components that need to know about them.–Application events are best used for something that should be handled at the application level, such as navigating to a specific record. Application events allow communication between components that are in separate parts of the application and have no direct containment relationship.
Q48.Which interface we are supposed to implement so that a lightning component can be used as a Tab?Ans-We need to implement the following “force:appHostable” so that we can use the component as a Tab.
Q49.Which interface we are supposed to implement so that a lightning component can be used as quick action?Ans-We need to implement the following “force: lightningQuickAction” so that we can use the component as a Quick Action.
Q50.Which interface we are supposed to implement so that a lightning component can be used in Community builder?Ans-We need to implement the following “forceCommunity:availableForAllPageTypes” so that we can use the component in community builder.
Conclusion:
These Salesforce interview questions represent a selection curated with insights from experts and seasoned professionals well-versed in the Salesforce interview process.
While these questions may not encompass the entirety of what you’ll encounter during your interview, they are frequently asked and provide valuable insight into the interview format. Consider incorporating these questions into your mock interview preparation to ensure thorough readiness.
That concludes our offering for now. We trust it has been beneficial, providing you with the information you sought. Thank you for your time, and we look forward to welcoming you back for more content in the future.
