Salesforce Interview Questions and Answers Pdf

Top 50 Salesforce Interview Questions and Answers Pdf

Are you looking for Salesforce Interview Questions and Answers? Concerning Experienced & Fresher’s, you are in the right place. There are a lot of possibilities from several reputed organizations in the business. According to an investigation, Salesforce has a business percentage of roughly 49.3%. So, you but have chances to go forward in your profession in Salesforce. SVR Technologies gives high-level Salesforce Interview Questions 2018 that aids you in hurting your interview & obtain your desire profession as Salesforce Developer.

The higher experienced we are, the stronger we grow to recognize that the questions we demand or the answers we present in an interview state a lot regarding our passion and level of interest for a product, business, or industry. This is surely the problem with Salesforce Admin Training, the powerful Customer Relationship Management (CRM) service in the business.

Salesforce Interview Questions

Certain model questions are designed by masters from SVR Technologies that train for Salesforce training to present you an idea of the kind of questions which may be needed in the interview. We must take full care to provide correct answers to all the questions. Here is best 50 objective type example Salesforce Interview questions and their answers are provided just beneath to them.

1. What is Salesforce?

  • Salesforce is a company which provides a web-based tool called Salesforce
  • Salesforce by following the Cloud Computing approach, providing SAAS and PAAS
  • SAAS: Providing Sales, Marketing and Call Center applications as a service
  • PAAS: Platform as a Service, This is a category of cloud computing that provides a platform and environment to allow developers to build applications and services over the internet.

2. What is the benefit of Salesforce CRM?
Answer: Here are some of the top benefits of Salesforce CRM

  • Ensuring faster and better sales opportunity.
  • Deploying an analytical approach to customer acquisition.
  • Reducing cost and improving customer satisfaction.
  • Automation of repetitive and less important tasks.
  • Improved efficiency and enhanced communication on all fronts.

3. Explain the advantages of Salesforce SaaS functionality? close
Answer: Some of the main benefits of Salesforce SaaS are:

  • A pay-as-you-go model perfectly suited for all customers.
  • No hassle of infrastructure management.
  • All applications are accessed via internet.
  • Easy integration between various applications.
  • Latest features are provided without any delay.
  • Guaranteed uptime and security.
  • Scalable performance for various operations.
  • Ability to access via mobile devices from anywhere.

4. What is a custom object in Salesforce?
Answer: A record is analogous to a row in a database table. Objects already created for you by Salesforce are called standard objects. Objects you create in your organization are called custom objects. Objects you create that map to data stored outside your organization are called external objects. 

5. Explain the various dashboard components?
Answer: The various Dashboard components are explained below:

  • Chart: it is used for showing data graphically.
  • Gauge: it is used for showing a single value within a range of custom values.
  • Metric: This is used for displaying a single key-value – it is possible to click empty text field next to grand total and enter the metric label directly on components. All metrics placed above and below one another in dashboard column.

The various Dashboard components are explained below:

  • Would be displayed as a single component.
  • Table: Showing report data in column form using the Table.
  • Visual force Page: It is used for creating a custom component or showing information not available in another component type.
  • Custom S – component: this contains the content that is run or displayed in a browser like Excel file, ActiveX Control, Java applet or custom HTML web form.

6. What does a custom object permit the user to do?
Answer: Once the custom object is defined, the subscriber can perform the following tasks: Create custom fields, relate the custom object to other records, track events and tasks, build page layouts, create a custom tab for the custom object, analyze custom object data and create dashboards and reports, share custom tabs, custom apps, custom objects, and various other related components. None of these tasks can be accomplished until the custom object has a definition.

7. Explain the various Standard Profiles in Salesforce?

  • System Administrator – Customization and administration of the application.
  • Standard User – Can edit, view, update or delete one’s own record.
  • Read Only – Able to just view the records.
  • Solution Manager – Comes with standard user permission but also can manage categories and published solutions.
  • Marketing User – Is able to import leads into the organization along with standard user permissions.

8. What is Object Relationship Overview?
Answer: In Salesforce, the object relationship overview links custom object records to standard object records in a related list. This is helpful to track product defects in related customer cases. Salesforce allows users to define different types of relationships by creating custom relationship fields on an object.

9. What does it indicate if an error state this “list has no rows for assignment”?
Answer: The error that tells “list has no rows for assignment” indicates that the list you are trying to access has no values in it.

10. What is a Visualforce Page?
Answer: Visualforce is the new markup language from salesforce, by using which, We can render the standard styles of the salesforce. We can still use HTML here in Visualforce. Each visualforce tag always begins with “apex” namespace. All the design part can be accomplished by using Visualforce Markup Language and the business logic can be written in custom controllers associated with the Page.

11. What is a Wrapper Class?
Answer: A Wrapper Class is a class whose instances are a collection of other objects and is used to display different objects on a Visual force page in the same table. 

12. What is Production?
Answer: We should not make coding changes in production since end-users are using the application from the production environment.

13. What is the difference between SOQL and SOSL?
Answer: SOQL is Salesforce Object Query Language and SOSL is Salesforce Object Search Language. If you are sensing that Salesforce is a culture unto itself, you are correct!

14. What is sandbox?
Answer: To make any changes for the exiting application we should copy all contents of the product into the sandbox and make all changes after that test thoroughly and move those changes into production.

To create the sandbox, in production we can find one link called sandboxes. By clicking on that link we can create the sandbox by choosing the type of the sandbox.

15. What is the sharing rule?
Answer: The sharing rules are applied when a user wishes to allow access to other users.

These 23 most common questions and answers will help you prepare effectively and perform well in Salesforce interviews. Study them thoroughly to make a good impression on your prospective employers. Learn  From Real-Time Experts.

16. What are the types of Sandboxes?

  • Developer Sandbox
  • Developer pro sandbox
  • Partial data sandbox
  • Full copy sandbox

17. Explain the Salesforce dashboard?
Answer: In Salesforce, the dashboard is a pictorial representation of the report.

20 reports can be added to a single dashboard.

18. What is Developer sandbox?

  • It copies only configuration changes from the production
  • It won’t copy real-time data
  • We can test the configuration changes with sample data
  • The refresh time interval is one day
  • If we refresh all the sandbox contents will be replaced with production
  • Contents

19. What is an Audit Trail?
Answer: The Audit Trail function in Salesforce is useful for gaining information or for tracking all the recent setup changes that the administration has done in the organization. The audit trail can preserve data for up to six months.

20. What is developer pro sandbox?

  • Copy configuration changes
  • No real-time data
  • Sample data limit is 1GB
  • Refresh time interval one day

21. What is the junction object and what purpose does it serve?
Answer: Junction objects are used to build many-to-many relationships between objects. For example, the user can take a recruiting application where a position for a job can be linked to many candidates or can take a candidate and link the candidate to many other jobs. In order to connect the data model, a third party object is referred to as a junction object. In the given example, the junction object is “job application.” 

22. What is partial data sandbox?

    • Copy configuration changes
    • Copy a certain amount of real-time data
    • Real-time data limit is 5GB
    • For each table, it can copy a maximum of 10k records
    • Refresh interval of 5 days

23. Is it possible to schedule a dynamic dashboard in Salesforce?
Answer: It is not possible to schedule a dynamic dashboard in Salesforce.

24. What is Full copy sandbox?

    • It is exact replica of the production
    • Copy both configuration and entire real-time data from the production
    • Refresh time interval 29 days Salesforce Online Training

25. What are the different types of reports available in Salesforce?

    • The different types of reports in Salesforce are:
    • Tabular report that displays the grand total in table form.
    • Matrix report where grouping is based upon both rows and columns.
    • Summary reports that are detailed reports in which the grouping is based on columns.
    • Joined report which allows two or more reports to be joined in a single report.

26. What is Track Field History?

    • While creating the object, we can enable ‘Track Field History’.
    • If, we enable ‘Track Field History’ user can see ‘Set History Tracking’ button under ‘Custom Fields & Relationships’ section which is available on the object detail page.
    • By clicking on ‘Set History Tracking’ button, we can enable tracking for the fields whichever we want.
    • To see the object history, go to object’s record layout and add Object Name History related list to the layout.
    • Whenever the user changes field value from one value to another value, it will show the history of the field in ‘Object History’ related list.

27. What are the three types of object relations in Salesforce?

The three types of object relations in Salesforce are:

    • One-to-many
    • Many-to-many
    • Master-detail

The relation types are quite logical once the user becomes familiar with the software program.

28. What are the Activities in Salesforce?
Answer: To create the Activities while creating the object, we should check for ‘Allow Activities’ checkbox then the user can add open Activities and Activity History related lists on the Object layout.

There are two types of activities
Task: Task is nothing but work assigned to a particular person, it doesn’t have a certain time limit.

Event: It has a certain time limit in that time only all persons should assemble after the time limit over, the event will get complete.

Once the event or task status changed to ‘Completed’ this we can see those records under Activity History Related List.

29. What is a static resource in Salesforce?
Answer: With Salesforce’s static resource, subscribers can upload zip files, images, jar files, JavaScript, and CSS files that can be referred in a Visual force page. The optimum size of static resources in Salesforce is 250 MB.

30. How to rename the tab?
Answer: Tab name will be decided based on the Plural Label of the custom object, to rename go to a corresponding object detail page and rename the plural label.

31. What is the difference between Trigger and Workflow?
Answer: Workflow is an automated process that fire an action based on evaluation criteria and rule criteria. As described above, Trigger is the code that is executed on or after the record is updated or inserted.

32. How to display multiple columns after clicking on the tab?

    • ISNULL (): It works only for number data type fields, if we don’t populate with value for number fields it will return true.
    • ISNULL (): It won’t support TEXT data type fields because text fields never become null.
    • ISBLANK (): It supports both numbers as well as text data types.

33. What is the trigger?
Answer: A trigger is a lever which, when pulled by the finger, releases the hammer on a firearm. In a database, a trigger is a set of Structured Query Language statements that automatically “fires off” action when a specific operation, such as changing data in a table, occurs. A trigger consists of an event and an action. Triggers are used to preserve data integrity by checking on or changing data in a consistent manner.

34. What is a dependent picklist?
Answer: In some scenario’s, we should be able to control one of the fields from another field. Example, if we select Country Controlling field as the US then City should display only US cities.

    • We can use checkbox data type fields also while creating dependent picklist.
    • We can use multi-select data type fields also while creating dependent picklist.

35. How does Salesforce track sales?
Answer: Salesforce is a tracking program that records a number of helpful basic details, such as:

    • Number of customers served daily
    • Daily sales volume
    • Detailed reports from Sales Manager
    • Sales figures by month or quarter
    • Most importantly, Salesforce tracks and reports repeat customer activity, which is the key to any sales organization.

36. What is the architecture of the Salesforce?

    • MVC Architecture – Model, View, Controller
    • View – It is the user interface
    • Controller – Business Logic
    • Model – It is the Database, which stores Schema

37. What can cause data loss in Salesforce?
Answer: Data loss in Salesforce can be caused by a number of reasons, including:

    • Changing data and date-time
    • Migrating 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 the text
    • Changing from text-area to e-mail, phone, URL, and text.

38. What is the difference between 15 digit and 18 digit id in Salesforce?

    • In Salesforce, whenever a user creates any component or record then sales force will generate a unique id with which user can identify the record or component.
    • After creating the record, in the URL user can see the id of the record which is of 15 digits length.
    • Through user interface user always see 15 digit ids which are Cases-Sensitive.
    • If the user queries the existing records from the database through API, it will always return 18 digit ids which are Case-Insensitive.
    • Last 3 digits of the 18 digit represent checksum of the capitalization of 15 digit id.
    • Based on the first 3 digits user can identify the object of the record.
    • All the record belongs to the same object will contain the same first 3 digits.

39. What is Self-Relationship?
Answer: A Self-Relationship is a lookup relationship to the same object. It is this premise that allows users to take the object “Merchandise” and create relationships with another object.

40. What is Record Type?

    • For an object based on the Record Type, we can show different fields and different picklist values by assigning different page layouts for the record types and profiles.
    • After creating the record type, on the record type detail page user can see all the picklist data type fields, user can edit the picklist and decide which values should display for this particular record type.

41. What are the different data types that a standard field record name can have?
Answer: A standard field record name can have a data type of either auto number or text field with a limit of 80 chars.

For generating auto numbers, the format needs to be specified while defining the field and after that for every record that is added, the number will get auto-generated. For example:-
Sr No-{1}
Sr No-{2}
Sr No-{3}

42. What is the difference between detail page and edit page?

    • Whenever a user tries to create a new record or edit an existing record user can input the values for the fields, this page is nothing but edit page.
    • After creating a new record or editing an existing record, the user can see the information of the record; this page is nothing but detail page.

43. What are who Id and What Id in activities?
Who ID refers to people. Typically: contacts or leads. Example: Lead ID, Contact ID

What ID refers to objects. Example: Account ID, Opportunity ID

44. What are the types of tabs?

    • Custom tabs: Its create for objects
    • Web tabs: Its create to display a website
    • Visual force tabs: It creates to display the visual force page

45. What is the use of writing sharing rules? Can you use sharing rules to restrict data access?
Sharing rules are written to give edit access (public read and write) or public read-only access to certain individuals in Salesforce org. A classic example is when: – only your managers or superiors need to be given extra credentials to your records in objects as compared to your peers.

By default, all users in your organization will have organization-wide-default sharing settings of either Public Read Only or Private.
To give access to more records, which users do not own, we write sharing rules.
Example: Sharing rules are used to extend sharing access to users in public groups or roles. Hence, sharing rules are not as strict as organization-wide default settings. They allow greater access for those users.

As far as the second part of the question is concerned, the answer is no. We cannot use sharing rules to restrict data access. It is only used for allowing greater access to records

46. What is the validation rule
Answer: While creating or modifying the record based on the certain conditions we can display error messages on top of the page or below to the field.

47. There are two fields if the user populates two field values if we combine those values uniqueness should be maintained, how to achieve this without coding?
Answer: Create a unique text field and update the field from workflow rule after the update again all the system validations will be performed so the error will be displayed.

48. What is a bucket field in reports?
Answer: A bucket field lets you group related records together by ranges and segments, without the use of complex formulas and custom fields. Bucketing can thus be used to group, filter, or arrange report data. When you create a bucket field, you need to define multiple categories (buckets) that are used to group report values.

The advantage is that earlier, we had to create custom fields to group or segment certain data.

49. What are Governor Limits?
Since we are working in a multitenant environment Sales force is enforcing the limits for all the functionalities.

    • How many no of fields for an object: 500
    • No of master-detail relationships for an object: 2
    • No of lookup relationship for an object: 25
    • No of rollup summary fields: 25
    • How many external ids we can enable for an object: 7

50. Can you have a roll-up summary field in case of Master-Detail relationship?
Yes, you can have a roll-up summary in case of a master-detail relationship. But not in case of a lookup relationship.

A roll-up summary field is used to display a value in a master record based on the values of a set of fields in a detailed record. The detail record must be related to the master through a master-detail relationship.

There are 4 calculations that you can do using the roll-up summary field. You can count the number of detail records related to a master record. Or, you can calculate the sum, minimum value, or maximum value of a field in the detail records.

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