SHWETA YADAV

Salesforce Interview Questions

Q1) What does Salesforce do?

Ans: Salesforce provides CRM software and cloud-based solutions that help enterprises to connect better with their customers. It supports businesses to manage their customer's data and track their activities efficiently.

Q2) What are the Salesforce subsidiaries?

Ans: The following are the major subsidiaries of Salesforce:

• Tableau 
• Pardot
• Heroku
• Mulesoft
• Demandware Inc
• SalesforceIQ

Q3) 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 two 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.

Q4) What is meant by App in Salesforce?

Ans: An App in Salesforce.com is a container that 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:

1	Setup ---> build---> Create---> App---> Click on new.

By following this procedure, you can build an application. However, you want.  

Q5) What type of apps we can create in SF?

Ans: We can create two types of Apps in Salesforce

Custom 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 the client service business, where we focus on solving the client’s issues. It is not comparatively, widely used in the market.

Q6) What is Salesforce Standard Fields?

Ans: Below mentioned are the Salesforce Standard Fields

• Owner,
• Name,
• Last modified by,
• Created by.

Q7) What are Audit Fields?

Ans:  Standard fields are nothing but audit fields.

Q8) Which is the latest field you have worked in SF?

Ans: ‘Time’ is the latest field in Salesforce. 

Q9) What are the default filters in salesforce?

Ans:  They are “Date filters.”

Q10) How to get rid of Date Filter?

Ans: By selecting the “All Time” in the “Range” on the page.

Q11) What are the issues you faced on joined reports?

Ans: We can not export.

Q12) 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 who give us the total in a tabular format.
• Matrix report the format where grouping is done based on columns and rows. 
• The summary report gives us the detail reports based on columns. 
• Joined reports which are capable of allowing two or more reports in one report. 

Q13) What is an Audit trail? 

Ans:  The Audit trail in Salesforce is a unique feature that 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. 

Q14) 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 analyze the data.
• Reduction in cost and cycle time.
• Improves the efficiency of teams.

Q15) 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.

Q16) 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 a role hierarchy. Using roles, you can control the ac

Profile: Unlike the roles profile is mandatory for all, and it stays at the object level. It is treated as a building pillar of an organization.

Q17) How many relationships do we have in Salesforce?

Ans:  We have three types of relationships in Salesforce, which are:

• Master-detail relationship
• Lookup relationship
• External Lookup

Q18) 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 of the behaviour of the Detail object. The survival of the child is dependent on the parent because if the Master gets 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.

Q19) What is a “Lookup Relationship”?

Ans:  Relationship between the two objects is called a lookup relationship. Lookup relationships connect 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.

Q20) 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 the External Id values. 

Q21) 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.

Q22) 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 task

• We can have access to workflow across the object.
• It is not possible to query from the database.

[Related Page: What is cloud computing salesforce ]

Q23) 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. 

Q24) 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.

Q25) What is SOAP?

Ans: A protocol that defines a uniform way of passing XML-encoded data. SOAP Stands for Simple Object Access Protocol.

Q26) What is a Time Trigger?

Ans:  Computer system executes one or more tasks according to the set of rules and scheduled tasks.

Q27) 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. 

Q28) What are the actions in the workflow? 

Ans:  Below mentioned are the actions in the workflow 

• Field update 
• Task
• Outbound message 
• Email alert 

Q29) What are the main things need to consider in the “Master-Detail Relationship”?

Ans:  Record level access is determined by the parent, Mandatory on the child for reference of the parent, cascade delete (if you delete the parent, it can cascade delete the child).

Salesforce Intermediate Interview Questions

Q30) How many records can be shown in matrix, tabular & summary reports?

Ans: We can create up to 2k records in Matrix, Tabular & Summary Reports.

Q31) Is Roll-Up Summary field is only possible in Master-detail relationship?

Ans: Yes, it is possible in a master-detail relationship.

Q32) How many Master-detail relationship fields can be created in an object?

Ans:  Maximum two MDR fields can be created in an object.

Q33) How many LR(lookup relationship) fields can be created in an object?

Ans: Maximum 40 Lookup relationship fields can be created in an object.

Q34) If we delete parent records in MDR, what happens to the child?

Ans:  If you delete the parent record in the MDR, the child record also gets deleted in MDR.

Q35) What about the undelete option?

Ans: It will restore the record with the data in the object.

Q36) 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).

Q37) If we reparent in the object will the parent update?

Ans: Yes, the parent will update the object.

Q38) How we can create an MDR on those objects where we already have records?

Ans: 

1. First, we to create LR between the two objects.
2. Connect all child records to parent.
3. Convert the field type from LR to MDR.

Q39) 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.

Q40) Can we delete a user in Salesforce?

Ans:  No, we cannot delete the user in the salesforce. 

Q41) Can we change the license when we create a profile?

Ans:  No, we cannot change the license when we are creating the profile.  

Q42) 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.

Q43) How to create many to many relationships in Salesforce?

Ans:  It helps in creating a many-to-many relationship between two objects in Salesforce. Using many-to-many relationship you can connect each record of an object to be linked with multiple records of other objects and vice versa. The junction object helps us in connecting the two selected objects with each other.

Q44) What are the permission sets? 

Ans:  A Permissions set is a collection of settings or permissions and is used to extend the user functional access without changing actual profiles. You can use permission sets to various types of users to extend the functionality access regardless of their roles. It is time taking task to create a profile; instead of this, you could easily create a permission set.

Q45) What is sharing rule?

Ans:  If we want to give access to other users we use sharing rules.

Q46) What are the default indexed fields in Salesforce? 

Ans:  We have some fields which are indexed by default in Salesforce, which are :

• Name 
• ID 
• Owner fields 
• Master-detail relationship fields 
• Lookup fields 
• Last modified dates 
• Audit dates

Q47) What is Fiscal year in Salesforce?

Ans: The Fiscal year is known as the starting and ending date of a company financial year. We have two types of financial years in Salesforce which are as follows. 

1. Standard fiscal year 
2. Custom fiscal year

Q48) List some examples of custom fields?

Ans:  There are many custom fields available they are Picklist, Currency, Date, Text, Picklist  (multi-select), Email, Percent, Number, Phone, Text area, Lookup relationship, Geolocation, Checkbox, Master-Detail relationship, etc..

Q49) What are the different ways to store various types of records in Salesforce? 

Ans:  We have five different ways in Salesforce to store various types of records such as images, files, and documents.  

They are 

• Attachments 
• Google drive 
• Chatter Files 
• Libraries 
• Attachments.

Q50) What is the main difference between data table vs page block table tags?

Ans:  The differences between Data table and Page block

Page block:

• It defines inside the pageblock station or pageblock
• To design the visual pages it uses style sheets
• The required attribute is “value”
• Automatically it will display Column Headers

DataTable:

• No need to mention inside the pageblock station or pageblock
• No required value.
• The data will be displayed using custom style sheets.
• we need to specify column headers explicitly. 

Q51)What can cause data loss in Salesforce? 

Ans:  There are many things that can contribute to the data loss in Salesforce. Which includes : 

1. Migrating to number, percent, and money, from other data types. 
2. When you change the date and time 
3. Migrating to multi-select picklist from any other type but except picklist. 
4. Moving from Checkbox, auto number,multi-select picklist to any other types. 
5. Changing text area to phone, URL, email, or text. 

Q52) What is the junction object and what is it used for? 

Ans: Junction objects are mainly used to create a many-to-many relationship in Salesforce. If you consider a recruiting application as an example, you can find a position that is linked to many candidates, and in the same fashion, a candidate can apply for many positions. 

Q53) How does Salesforce track sales details?  

Ans: Salesforce gives the accurate results of following things such as 

• Number of customers served on a daily basis 
• Regular sales numbers 
• Complete reports from the Sales Manager. 
• Generates sales reports on a timely basis 
• It provides the details of repeat customer activity.

Q54) Is it possible to restrict access to data using sharing rules?

Ans:  The sharing rules are used only for allowing greater access to records not for restricting.

Q55) Can we schedule a dynamic dashboard in Salesforce? 

Ans:  No, we can not do that in Salesforce.

Q56) How many ways we can share a record?

Ans: Role Hierarchy :

If we add a user to a role, the user is above in the role hierarchy will have read access.

1	Setup → manage users → roles → setup roles → click on ‘add role’ → provide name and save.

OWD:

• Defines the baseline setting for the organization.
• Defines the level of access to the user can see the other user’s record

OWD can be Private, Public Read Only, Public Read and Write.

1	Setup → Security Controls → sharing settings → Click on ‘Edit’

Manual Sharing :

Manual Sharing is sharing a single record to a single user or group of users.

We can see this button detail page of the record and this is visible only when the OWD setting is private.

Q57) What is difference insert() and database .insert()?

Ans: Using the insert method we can insert the records but if any error occurs in any record system will throw an error insertion fail and none of the records are inserted. If we want to execute partially success of bulk insert operation we will use database .insert.

Q58) Does the user can create insert their own custom logo while creating their own custom applications?

Ans:  Yes users can upload their custom logo in documents and then they choose that logo for the organization.

Q59) List things that can be customized on-page?

Ans: We can customize different things on page layout like Fields, Buttons, Custom Links and Related Lists. We can also create sections.

Q60) Can we create a Roll-Up Summary(RUS) field on the master object?

Ans: Yes. we can create a Roll-Up Summary field on the master object.

Q61) Can the governor limit perform partial DML activity? Eg: we are inserting 200 records in a loop, Governor limit is hit at the 151st record, then will those 150 records be created?

Ans: No either all or none.