Name the different data access levels in Salesforce and what they cover

There are four data access levels available for Administrators to work with:

 Organization-level security: You can maintain a list of authorized users, limit

login access to certain locations and times, and set password policies
 Object-level security: This access level is the simplest to control. Admins can set
permissions on any object, controlling which users can create, delete, edit, or
even view the records of any given object
 Field-level security: Although you can grant any user the access to a specific
object, you can restrict which fields they can access
 Record-level security: Admins can let users view a particular object, but restrict
the object records they can see.

What is Cross Object Formula field?

Cross-Object Formula field displays one object record in other related object by
referencing merge fields on those objects. Cross-object formulas also work with
Lookup relationships.

Field-level security helps control the accessibility of a user to a particular data field.
Suppose, if an organization is providing a user with the access to see, edit, manipulate,
or delete a data object specific to the user’s field of work, it can hide other data
objects from the user.

To control the field-level security, we use profile and permission sets. The attributes
of profile and permission sets are mentioned below:

Profiles

 Page layouts
 IP ranges
 Login hours
  Desktop
 Client access

Permission

 App permissions
 Record types
 Tab settings
 Assigned apps
 Object permissions
 Field-level security
 Apex classes
 Visualforce pages

How can we clear the time-based workflow action queue?

↑

There are two ways to clear a time-based workflow action queue:

 First, you can make false criteria.

 Or you can clear by removing actions that are rescheduled from the queue.

What is Cross Object Formula field?

 Cross-Object Formula field displays one object record in other related object by
referencing merge fields on those objects. Cross-object formulas also work
with Lookup relationships.

What are Static Resources?

 Static resources helps to store upload images, files, zip files, documents,
javascript files, Css Files which can be used in visualforce pages. Maximum
data storage limit for static resource is 250mb.
 What is “Transfer Record” in profile?

 Transfer record is a type of permission in salesforce. If a user is given access to

transfer a record then the user will have the ability to transfer the records which
have Read access.

What is a Custom Metadata Type?

 Once a tool primarily for Developers, Custom Metadata Types have

increasingly become useful for Admins. Custom Metadata is kind of like a
custom objects, but rather than store data for your organization, it’s data about
your organization.
 Things like discount rates, blackout dates, sales goals, etc. are good uses cases.
The metadata becomes available to you in formulas, automation, etc. Also,
because it’s metadata and not data, it’s automatically available in all sandboxes
you create or refresh.

What are the different types of sandboxes?

There are Developer, Developer Pro, Partial, and Full sandboxes. The difference is
what data is included in the sandbox when it is created or refreshed. The Developer
ones have no data initailly (they differ in the amount of data it can contain) and the
Partial and Full start with some or all of your Production data. It’s important to note
that they also differ in how often they can be refreshed: Developer daily; Partial every
five days; Full every 29 days.

What is the difference between managed and unmanaged package?

Applications you install from the AppExchange are in the form of packages — a
collection of all of the elements required to make the app function correctly. The
creator of the app decides whether the package is managed or not.

At a high-level unmanaged packages, once installed, behave like things you have
created yourself in the org, whereas components of managed packages are locked
down from being edited kind of like apps you install on your smartphone.

What is conditional highlighting in Salesforce Reports?

When you need to highlight field values in matrix or summary reports with the use of
ranges or colours then conditional highlighting is used. But, one thing is important for
you to remember that the report must have at least one summary field or custom
summary formula.

What is “Data Skew”?

It’s an issue that might occur with performance when a single parent record has way
too many child records linked to it, usually the number exceeds 10 thousand. Data
skew can be of several types, including Account, Ownership, and Lookup.

What can become the reason for data loss?

Data can be lost in numerous cases, including deleted data by mistake, data loss as a
result of issues during integration or data migration, as well as when making changes
in picklist types, dates and times, checkboxes, and other alterations.

What are bucket fields and what are they needed for?

Bucket fields are used in reports for categorizing and grouping report records simply.
This means when using bucketing (fields of the types Picklist, Text, and Number),
there’s no need in creating formulas or custom fields.
How would you choose when to use Workflows or the Process Builder?

Generally, the Process Builder is a more advanced and user-friendly version of

Workflows designed to replace them. Workflows have one criteria set which triggers
one action per single object. Therefore, it makes sense to use the Process Builder over
Workflow rules whenever more than one action is required per object since
automation can be done with more than one criteria set. Moreover, the Process
Builder has many more actions to select from, including making updates on child
items of the Object, unlike Workflows which have only 4 actions. Nevertheless, if you
need to send an Outbound Message, then it’s best to choose Workflows.

When are Approval Processes applied?

Approval Processes are used for getting permission to do something from a manager
or person with the designated authority. After getting submitted, the user request can
be approved or rejected. For instance, approvals are handy for getting the green light
from the manager to give a client a discount or for confirming an employee’s time off.

What is object relationship overview?

Object relationship overview in Salesforce is used to link custom object records to

standard object records in a related list. In simple words, it is helpful to track
product defects associated with customer cases. You can define different types of
relationship by creating custom relationship fields on an object.

What are the reasons for data loss?

Data loss may cause due to the following reasons

 Changing salesforce data and date-time

 Altering to percent, number, and currency from other data types
 Changing from the multi-select picklist, checkbox, the auto number to
other types
 Altering to multi-select picklist from any type except picklist
 Changing to auto-number except for a text
 Changing from text-area to e-mail, phone, URL, and text
How sales force useful in tracking sales?
Salesforce records all the necessary details like the number of customers served
daily, daily sales volume, sales manager detailed reports, sales numbers in each
month or quarter.  Also, it keeps a track on the repeat customer, which is key to
success for any sales organization.

What are the different types of custom settings in Salesforce?

Different types of custom settings in Salesforce includes

 Hierarchy type
 List type

What is an audit trail?

Audit trail function is helpful in knowing the information or track all the recent
setup changes that the Salesforce admin does to the organization.  It can store
the last six months of data.

Name out different ways of deployment in Salesforce

You can deploy code in Salesforce using the following methods:

 Change Sets
 Salesforce Package
 com Migration Tool
 Eclipse with Force.com IDE

Name the fields which automatically Indexed in  Salesforce

Primary keys, Foreign keys, Audit date, and Custom fields are fields which are
indexed automatically in Salesforce.

Explain the object relationship summary?

In Salesforce, you can associate the normal and custom object accounts in a linked list. It is
complete by Object relationship summary. Numerous types of associations can be created to attach
precise business cases with exact customers. It is probably to create a custom relationship on an
object and describe numerous relationship types.
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Top 80 Salesforce Interview Questions And Answers: Ace Your Preparation

& Get Your Dream Job

  Mar 28, 2022

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   Rashi Pundeer

   Comment
 Content Index

 Introduction
 Salesforce Technical Interview Questions List
 Basic Salesforce Interview Questions And Answers
  Salesforce Interview Questions And Answers For Experienced
  Admin Level Salesforce Interview Questions
 CRM Salesforce Interview Questions
 Developer Level Technical Salesforce Interview Questions
 APP Builder Based Interview Questions On Salesforce
 APEX Salesforce Interview Questions
 Salesforce Visualforce Interview Questions
 Salesforce Coding Interview Questions
 Salesforce Service Cloud Interview Questions
 Final Thoughts On Salesforce Interview Questions

Introduction
Wish to pursue a bright career in Salesforce? Preparing for a Salesforce interview?  JanBask
Training can guide you through upskilling yourself to get ahead in the Salesforce Career? Check out
the Top 80 Salesforce Interview Questions that can help you land your dream job.

Salesforce is the world’s leading CRM service provider with a market share of 19.7%. As Salesforce
is successfully fulfilling the CRM needs of organizations and is known for its quality cloud services,
demand for skilled Salesforce professionals is going to be soared exponentially. 

This expanding salesforce market also generates potential growth opportunities for professionals
dreaming to join salesforce. Did you know why the Salesforce interview question comes under highly
searched queries over Google? The clear answer is the growing demand for Salesforce
professionals.

With the right skills and domain knowledge, you can easily grab these opportunities and get your
dream job quickly.  And this is what has prompted me to curate a post on the most frequently asked
Salesforce interview questions and answers guide all under salesforce expert guidance.

Through these Salesforce interview questions and answers guide, you can prepare and crack your
upcoming salesforce interview confidently. We have compiled a list of top Salesforce interview
questions which are classified into 7 sections, namely:
  Basic Salesforce Interview Questions
 Salesforce Admin Interview Questions
 Salesforce CRM Interview Questions
 Salesforce Developer Interview Questions
 Salesforce APP Builder Interview Questions
 Salesforce APEX Interview Questions
 Salesforce VisualForce Interview Questions
 Salesforce Service Cloud Interview Questions 

Let's start with the list of salesforce interview questions!

You may also get some expert tips from - Know The Best Tips To Be Followed For Salesforce
Admin Certification Test

Salesforce Technical Interview Questions List

1. What are the advantages of Salesforce CRM?

2. Explain the meaning of custom objects in Salesforce?
3. Explain the object relationship summary?
4. Describe the functionality of custom objects in Salesforce?
5. Describe the meaning of object relationship overview?
6. Discuss modification in what may cause data loss?
7. What is the main purpose of using Salesforce?
8. How can SaaS be beneficial to Salesforce?
9. What are various object relations in Salesforce?
10. What is a batch Apex class in Salesforce?
11. How does Salesforce deploy Sales Path?
12. What is a Master-Detail relationship in salesforce? And how does it work?
13. What is the difference between master-detail and lookup relationships?
14. Can two profiles be assigned to one user in salesforce?
15. What is the difference between trigger and workflow?
16. What is a dynamic dashboard in Salesforce? And how to create a new one?
17. What are Standard and Custom Controllers? Can we use them together?
18. Explain briefly the details of Salesforce SaaS functionality?
19. How does Salesforce organize sales tracing?
20. How many associations are present in Salesforce?
21. Explain the meaning of Trigger in Salesforce?
22. Describe the several Standard Profiles in Salesforce?
23. Describe the Force.com platform?
24. List the numerous types of Reports accessible in Salesforce.
25. Describe the number of reports that can be added to the Salesforce dashboard?
26. Describe the different dashboard components?
27. Explain the meaning of Visual force in Force.com?
28. List the numerous object relations in Salesforce?
29. Explain the meaning of static resources in Salesforce?
30. Distinguish amid Salesforce Object Query & Object Search language?
31. What are the kinds of custom situations in Salesforce? What is the benefit of using custom
settings?
32. Explain the meaning of static dashboards in Salesforce?
33. Explain the meaning of dynamic dashboards?
34. Can dynamic dashboards be planned?
35. Explain the different types of object relations in Salesforce? Specify the method to create
them?
36. What do you understand about the Master-Detail Relationship in Salesforce?
37. When is Lookup Relationship used in Salesforce?
38. When is Junction Relationship necessary in Salesforce? Explain based on your personal
experience?
39. Can you have a roll-up instantaneous field in the situation of the Master-Detail relationship?
40. Describe the meaning of the term “Data Skew” in Salesforce.
41. What is the difference between a Role and a Profile in Salesforce?
42. What are the instances of non-deterministic Force.com formula arenas?
43. Explain the meaning of an external ID in Salesforce? Explain the field data types that can be
cast-off as exterior IDs?
44. What do you understand about APEX in Salesforce?
45. What are the benefits of the APEX programming language?
46. When should you Use APEX for your cloud project? Share your personal experience.
47. Explain the working of APEX for the Force.com platform?
48. How to create Email services in APEX Salesforce?
49. How will you define the Map classes in APEX Salesforce?
50. Define the syntax for the SOQL statement.
51. How will you define the APEX interface in Salesforce?
52. How to identify a controller as being an extension?
 53. What are wizard controllers and how are they different from other controllers?
54. What does the transient keyword do in Salesforce?
55. What is an attribute in Salesforce lightning?
56.  What is AJAX typically used for in Visualforce?
57. Why use an Apex program within the Visualforce page?
58. What are the different types of bindings used in Visualforce?
59. What are global variables in Salesforce?
60. What are the Gov Limits in Salesforce.com?
61. Have you heard of the term Batch APEX? If yes, justify your answer.
62. Give an example of APEX triggers with syntax.
63. Define Scheduler in APEX Salesforce?
64. Name the different APEX triggers in Salesforce?
65. Define managed sharing in APEX?
66. How to add the flows to the Visual Force pages?
67. What do you mean by multi-tenant architecture in Salesforce?
68. What do you understand about the AppExchange directory?
69. How will you explain the data-driven development model in APEX?
70. Does Apex in Salesforce support DML operations?
71. What is the app menu in Salesforce?
72. What type of apps can be created in SF?
73. What are Salesforce Standard Fields?
74. What are Salesforce audit Fields?
75. What are the default filters in salesforce?
76. What are the major issues you faced on joined reports?
77. What is an Audit trail in Salesforce? 
78.  What is the difference between role and profile in Salesforce?
79. How many relationships do we have in Salesforce?
80. What is a “Lookup Relationship” in Salesforce?

Basic Salesforce Interview Questions And Answers

In this section we have listed top interview questions on salesforce, most often asked by
interviewers.

Q1).What are the advantages of Salesforce CRM?

Answer to salesforce Basic Interview Questions. 1

Here are some of the top advantages of Salesforce CRM listed below -

 Guaranteeing faster and improved sales prospects.

 Organizing a logical approach to client attainment.
 Reducing cost and refining customer gratification.
 Mechanization of monotonous and less significant tasks.
 Improved competence and improved message on all fronts.

Q2).Explain the meaning of custom objects in Salesforce?

Answer to salesforce Basic Interview Questions.2

Merely considered custom objects are the database counters in Salesforce. All the data linked to the
company can be stored in Salesforce.com. These custom matters must be well-defined first and
then the subsequent steps need to be taken:

 Link records with custom objects.

 The custom object data are exhibited in custom lists.
 Generate a custom tab for the custom object.
 Structure page layouts.
 Generating dashboard & account for analyzing the custom object.
 The custom tab, app, and entity can be shared
 Get Salesforce Documentation in just 24 Hours

Q3). Explain the object relationship summary?

Answer to salesforce Basic Interview Questions.3

In Salesforce, you can associate the normal and custom object accounts in a linked list. It is
complete by Object relationship summary. Numerous types of associations can be created to attach
precise business cases with exact customers. It is probably to create a custom relationship on an
object and describe numerous relationship types.

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Q4). Describe the functionality of custom objects in Salesforce?

Answer to salesforce Basic Interview Questions.4

Custom objects are nonentity and database tables. It supplies information linked to your corporation
in Salesforce.com. Once you have a well-defined custom object you can do subsequent things like.

 Generate custom fields

 Subordinate the custom object with other records
 In the convention, related lists, it shows the custom object data
 For the custom item, records track actions and responsibilities
 Build page designs
 For the practice object, generate a custom tab
 To analyze custom object data, generate dashboards and reports
  Share your convention tabs, practice apps, custom objects, and any additional related
components.

Q5). Describe the meaning of the object relationship overview?

Answer to salesforce Basic Interview Questions.5

Object relationship overview in Salesforce is needed to associate convention object records to

normal object records in a linked list. In other words, it is supportive to track product flaws related to
customer cases. You can describe diverse types of relationships by generating custom relationship
fields on an object.

Q6). Discuss modifications in what may cause data loss?

Answer to salesforce Basic Interview Questions.6

Data loss may occur due to the following explanations in Salesforce.

 Altering data and date-time

 Varying to percent, figure, and currency from other information types
 Altering from a multi-select picklist, checkbox, auto figure to other types
 Shifting to multi-select picklist from any kind excluding picklist
 Altering to auto-number excluding from text
 Altering from text-area to email, mobile, URL, and text.

Q7). What is the main purpose of using Salesforce?

Answer to salesforce Basic Interview Questions.7

Salesforce is a leading cloud-based service as a software (SaaS) company that allows businesses
to use cloud services to better connect with their customers, partners remotely. It is packed with
features like no other CRM software; helping businesses with features such as contact
management, workflow creation, task management, opportunity tracking, collaboration tools,
customer engagement tools, analytics, and an intuitive, mobile-ready dashboard, and so on.

Q8). How can SaaS be beneficial to Salesforce?

Answer to salesforce Basic Interview Questions.8

SaaS is a payment-based platform, where clientele can always decide not to reintroduce if they are
discontented. Here are a few benefits of SaaS in Salesforce.

 Customers can circumvent a large preliminary asset in an IT infrastructure and day to day
propel of sustaining infrastructure
 SaaS customers deliver similar provider substructure and simple integration.
 SaaS applications use an easy internet interface that makes it simpler for the customer to
use.
 SaaS always offers the newest platform to the client with modernization.

Q9). What are various object relations in Salesforce?

Answer to salesforce Basic Interview Questions.9

Salesforce provides the following types of object relationships:

 Master-detail relationship.
 Lookup relationship.
 Self-relationship.
 External lookup relationship.
 Indirect lookup relationship.
 Many-to-many relationship (junction object)
 Hierarchical relationship.

Q10). What is a batch Apex class in Salesforce?

Answer to salesforce Basic Interview Questions.10

Batch Apexclass in salesforce is used to run large jobs that would exceed normal processing limits.
Using Batch Apex, you can process heavy records asynchronously in batches (hence the name,
“Batch Apex”) to stay within platform limits. This is how Batch Apex works under the hood.

Salesforce Interview Questions And Answers For Experienced

Now here we have some salesforce interview questions and answers for the experienced level.
Q11). How does Salesforce deploy Sales Path?

Answer to Salesforce Questions. 11

Here is the step to deploy the Salesforce sales path:

 Set source organization

 Set target organization
 Customize your comparison
 Kick off the comparison
 Select changes to deploy
 Validate or deploy

Q12). What is a Master-Detail relationship in salesforce? And how does it work?

Answer to Salesforce Questions. 12

Master-detail relationship in salesforce is like a parent-child relationship where master represents a

parent and detail represents a child in which master object controls some behaviors of the detail
child object. For whenever a Master object record is deleted then the detail object related to it
automatically gets deleted.

Q13). What is the difference between master-detail and lookup relationships?

Answer to Salesforce Questions. 13

The Salesforce lookup relationships are independent of other records whereas the master-detail
relationship has a direct dependency between the two objects. Lookup relationships can be used
when we just need to have the relationship between two objects but not a direct dependency on
each other.

Interview Questions On Salesforce

Q14). Can two profiles be assigned to one user in salesforce?

Answer to Salesforce Questions. 14

Two different users can have the same profile in Salesforce but two profiles cannot be assigned to
one user. 

One profile can be assigned to many users. For example, suppose the admin creates a sales profile.
Now the admin has to give access to one sales profile to multiple members of the sales team as the
same role can be given to multiple users but they all may or may not have the same permissions.

But the admin cannot give a user access to more than one profile because sales reps should only
have access to the sales profile only. So two different profiles cannot be assigned to one user.

Q15). What is the difference between trigger and workflow? 

Answer to Salesforce Questions. 15

Workflow is an automated process that fires an action based on Evaluation criteria and rule criteria
and lets you automate standard internal procedures and processes to save time across your org.
Whereas Trigger is a piece of code that enables you to perform custom actions before or after a
record is inserted or updated. The usage of the triggers lies when there is a need to update the
particular record after and before the action has taken place. 

Q16). What is a dynamic dashboard in Salesforce? And how to create a new one?

Answer to Salesforce Questions. 16

Salesforce Dynamic Dashboard enables multiple users to access a dashboard that was previously
accessed only by a single static user. They are used to display user-specific data, such as their
personal quotas and sales, or a number of case closures, or leads converted, etc. 

To create a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard
to create, name it, add a description if you'd like, and select the right folder for proper organization.

Q17). What are Standard and Custom Controllers? Can we use them together?

Answer to Salesforce Questions. 17

Standard Controllers: Standard Controllers are generated for all standard Salesforce pages, they
fetch data and provide views such as page, list, dialog, or forms.  It provides data and facilitates
binding a view's controls to the records fields for either display or input.

Custom Controllers: Custom Controllers is a class written in Apex that implements all of the logic for
a page without leveraging a standard controller. It overrides the standard functionality and executes
the logic of a page without utilizing the Standard Controllers. We can use custom controllers
whenever we want to run a Visualforce page fully in system mode, without recognizing the security
and permissions of the current user. Custom controllers code is written by you and does what your
code tells them to perform.

We can use Standard controllers or Custom Controllers with extensions at a time. But it is not
possible to use the Standard controller & a Custom controller both together at a time.

Admin Level Salesforce Interview Questions

In this section we have listed Admin level salesforce interview questions and answers for
experienced: 

Q18). Explain briefly the details of Salesforce SaaS functionality?

Answer to interview questions salesforce. 18

Some of the key structures of Salesforce SaaS are:

 A pay-as-you-go framework flawlessly suited for all clientele.

 No hassle of substructure management.
 All requests are retrieved via the internet.
 Simple incorporation amid numerous applications.
 The newest features are provided deprived of any postponement.
 Definite uptime and safety.
 Scalable presentation for numerous operations.
 Capability to contact via mobile devices from any place.
How does Salesforce organize sales tracing?

Salesforce is very scrupulous when it comes to copying complicated details like sales statistics,
client details, customer assisted, replication clientele, to generate thorough reports, charts, and
consoles for keeping track of sales.