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Top 269 Salesforce Interview Questions and Answers [Updated 2021] | Included latest Admin Chapter wise detailed question and answers | Biggest Pool of Interview Quesitons {Frequently Updated List}

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Top 269 Salesforce Interview Questions and Answers [Updated 2021] | Included latest Admin Chapter wise detailed question and answers | Biggest Pool of Interview Quesitons {Frequently Updated List}

On September 14, 2021, Posted by , In Interview Questions,Salesforce Training, With Comments Off on Top 269 Salesforce Interview Questions and Answers [Updated 2021] | Included latest Admin Chapter wise detailed question and answers | Biggest Pool of Interview Quesitons {Frequently Updated List}
Top 269 Salesforce Interview Questions and Answers [Updated 2021] | Included latest Admin Chapter wise detailed question and answers
Top 269 Salesforce Interview Questions and Answers

Let’s be honest. the contribution that Salesforce has given to the to the CRM industry is unmatched. Nobody thought that a CRM would offer cloud offering, but here we are in 2021, where Salesforce has moved into every business sector and acted as a revenue generator for small and big business owners. So, Salesforce has caused a revolution in the CRM industry that nobody imagined.

As Salesforce rose to fame, the demand of being a Salesforce professional gained more and more importance. As people got enlightened about the Salesforce community, they were amazed to see the job satisfaction and the excellent pay that Salesforce offers. In addition, people also saw the opportunity to know the technical advancements every day, since Salesforce evolves each day. 

So, if you are someone who in interested in being a Salesforce consultant such as Administrator, Developer, LWC Specialist, Business Analyst, then you have come to the right place. We have formulated a list of most asked Salesforce Admin and Developer interview questions and answers, that may come as a blessing when you are preparing for a Salesforce exam. Since questions and answers on Salesforce Admin Developer given at once makes the reader loose interest.

Salesforce Admin Interview Questions and answers

Chapter 1: Cloud Computing

  1. What do you understand by the term cloud computing?

Answer: If you know earlier big companies used to maintain their servers which were providing the data storage and computing resources which were very costly to maintain, moreover not necessarily each company was utilizing their servers to fullest or if they wanted to expand the computing power it was not an easy task.
Cloud computing is like the on-demand availability of computer system resources, data storage, and computing power without being managed by the user utilizing them. And it’s effortless to increase or decrease the resources you want for yourself. Example AWS.

  1. Are virtualization and cloud computing the same thing?
    Answer: No, they are not the same thing; in exact words, virtualization is the technology while cloud computing is a methodology.

    To generate multiple simulated environments from a single piece of the underlying hardware.

    Cloud computing is a set of approaches to deliver data storage, computation power, infrastructure, etc., to users on-demand across any network.
  2. What is PaaS? Is Salesforce a PaaS or SaaS?
    Answer: Platform as a service (PaaS) is a category of cloud computing services that allow customers to develop, run applications without the complexity of building and maintaining the infrastructure typically associated with developing and launching the application(s);

Salesforce is both PaaS and SaaS, and it is SaaS as Salesforce provides you with a set of software offered in an on-demand model.


PaaS as Salesforce Lightning Platform’s built-in features and functionality take care of back-end concerns such as security, infrastructure, and data integration to focus on building only apps rather than worrying about other things.

  1. What is a public cloud [Salesforce interview questions and answers]?

Answer: Public Cloud – In simple terms, it’s a hosting solution where your data is stored in          the            provider’s data center. He is accountable for maintaining and manage the data center and is being shared with other organizations. Salesforce is a public cloud.

  1. What is a private cloud?

Answer:  These reside on a company infrastructure only; the company is responsible for maintaining and upgrading it over time and is not shared between any other organization.

Chapter 2: Salesforce & CRM Basics

  1. What is CRM?

Answer:  Customer relationship management (CRM) is a technology for managing your firm’s relationships and interactions with potential customers. The goal is to improve business relationships. A CRM willing companies to stay connected to customers, streamline processes, and improve profitability.

  1. What are a few other software and   apart from Salesforce providing CRM software?
    Answer: Microsoft CRM, Sugar CRM, Zoho CRM, Oracle CRM
  2. How many times does Salesforce release updates every year?

Answer: Salesforce releases updates three times a year. 

They are called Spring, Summer, and Winter.

  1. What are different Salesforce Editions? Why are there so many editions?

Answer: Salesforce provides bundles of features and services, each geared toward specific business needs. These bundles, called editions, share a look and feel but vary by functionality and pricing. For example, Custom fields allowed per object are different in each edition. In the Enterprise edition, we can create up to 500 fields per object, while in the unlimited edition, we can create 800.

Salesforce comes in these editions: Essentials, Professional, Enterprise, Unlimited, and Developer Editions.

Chapter 3: Force.com & Environments

  1. What is the difference between Salesforce.com and Force.com? 

Answer:  Salesforce.com is built over Force.com only; force.com allows you to develop your custom applications, while Salesforce.com is a set of pre-packaged solutions such as sales and service cloud. 

Salesforce.com is SaaS, while force.com is PaaS.

  1. What is Database.com?Answer:  Database.com is Salesforce’s primary enterprise that is built to store data on the cloud. It is a massive data storage platform. Users can securely stash a vast number of records. Create transactions with speedy response times. Retrieve records for developing apps.
  2. What are the different types of sandboxes available in Salesforce, and       what are their uses?
    Answer:  There are four types of sandboxes in Salesforce, namely –
    Developer Sandbox – This is a basic sandbox-provided Salesforce with all the metadata from the production environment, but no data copied over, and for development will use it.

    Developer Pro Sandbox – They are a better version of developer sandbox only; they come with more storage than developer sandbox, but even here, only moving the production metadata.

    Partial Copy Sandbox – This type of sandbox not only allows you to copy metadata rather than some part of live data as well. But this is also usually used as SIT environment where you can test your integration. Other functionality with data similar to actual live data.

    Full Sandbox: This is a replica of the production environment, usually used to test functionalities and give user training thoroughly.
  3. What is work.com?
    Answer: Work.com is a Salesforce product that targets employee engagement in three areas:
    1) Alignment of the team and personal goals with business goals,
    2) Motivation through public recognition, and
    3) Real-time performance feedback.
    4) Employees to meet goals through a system

Chapter 4: Data Modelling

  1. What is the difference between Standard and Custom objects?
    Answer:
    Standard objects which are default set in with Salesforce. Examples are Account, Contact, Lead, and Opportunity.

    Custom objects are when you create information that’s specific to the industry. For example, your business may want to create a custom property object which will store all the information related to real estate that you want to sell.
  2. What is an app in Salesforce [Scenario based Salesforce interview Questions]?
    Answer:
    An App in Salesforce is nothing but a container containing the app’s name, a logo, and a set of ordered tabs.

    Remember, all the metadata, such as your objects, apex classes, triggers, etc., have nothing to do with an app.

    App just allows you to group all the things that help you achieve a flow.

    For example, the Sales app(Standard application ) Contains a tab for the object that is part of Sales flow like Account, Contact, Opportunity, Lead, Order, etc.
  1. What are the different types of object relationships available in Salesforce?
    Answer: We have two types of relationship in Salesforce, namely :
    Master-Detail:
    It’s a tightly coupled relationship that allows you to connect one object to another in one too many fashions.

    Lookup:
    Its a loosely coupled relationship that allows you to connect one object to another in one too many fashions

    Self Relationship:
    Object creation from a relationship is possible, but it must be a lookup relationship. Parent account field on Account that allows us to choose an account as a parent account of an existing one.

    Hierarchical Relationship:
    Available only for the user object. Use a lookup field to associate users. It does not indirectly or directly points to itself. One can create a custom hierarchical relationship field to store every user’s direct manager; this is an example.

    Many to Many Relationship:
    You can use master-detail relationships to model many-to-many relationships between any two objects. A many-to-many relationship allows each record of one object to link to multiple records from another object and vice versa. To create many relationships, you use a junction object that acts as detail for both master objects; for example, price book entry is a junction object in standard objects between product and price book.

    External Lookup Relationship:
    It links a child’s Standard, Custom, or External object to a parent External object. The Default External Id field on the parent external object matched against the external lookup relationship field. External Column Name to map the child External lookup field.

    Indirect Lookup Relationship:
    It links a child’s External object to a parent Standard or Custom object. External child object’s indirect lookup relationship field mapped to custom unique + external Id on the parent object.
  2. Can we stop users from deleting the record using a validation rule?
    Answer: No, we cannot. 
  3. Is it possible to fire a validation rule only when a record is being inserted and not being updated?
    Answer: Yes, we can use the keyword ISNEW() to restrict validation to fire only in case of insertion.
  4. Can we rollup summary field from Contact to Account?
    Answer: No, we can’t as contacts are not in a master-detail relationship with accounts. It’s a special relationship that allows cascade delete, but contacts can also exist without an account.
  5. Can a standard object be on the detail side of a relationship?
    Answer: No
  6. Can I convert a lookup relationship to master detail?
    Answer: Yes, you can only if either all the records have values populated for the parent object or there are no records at all.
  7. Can we convert the master-detail relationship to lookup?
    Answer: Yes, if there are no rollup summaries defined on a parent object
  8. Can I use formula fields as filter criteria while defining rollup summaries fields?
    Answer: No
  9. Does a change in rollup summary fields also fire trigger?
    Ans: Yes
  10. What is a schema builder?
    Answer: Schema Builder provides a dynamic environment for viewing, modifying all the objects and relationships in-app. It dramatically simplifies the task of designing, implementing, and changing your data model or schema. Schema Builder is enabled by default.
  11. Can you change the value formula field on the record?
    Answer: No formula fields are read-only fields.
  12. What is a dependent picklist?
    Answer: Dependent picklist becomes active once a value is chosen on a controlling field.

    We can map a value or set of values allowed for a particular value on a controlling field.

    For example, When choosing your location, you first select a country, then depending on your country, the second picklist, i.e., the state, gets enabled, then depending on your state, you choose your city.
  13. What fields can be made dependent?
    Answer: Custom picklist, Multi-Picklist can be marked as dependent fields.
  14. What is the difference between ISNULL and ISBLANK?
    Answer: ISBLANK has the same functionality as ISNULL but also supports text fields as text fields are never null; hence using ISNULL on text fields would always return false while is blank returns T or F depending on if the field is empty or not.
  15. Can we convert formula fields into any other data type?
    Answer: No, it’s not allowed.
  16. Can we mark standard fields as dependent fields?
    Answer: No
  17. Can we define checkbox and multi-select fields as controlling fields?
    Answer: No, we can’t define multi-select as the controlling field, but we can define the checkbox as the controlling field.

Chapter 5: UI Customization

  1. What is the page layout in Salesforce?
    Answer: Page layouts control the layout and organization of buttons, fields, related lists on object record pages, and custom links. Use them to customize the content of record pages visible to your users. Page layout determines which fields are visible, read-only, and required. 
  2. Can we have multiple page layouts defined for the same record type?
    Answer: Yes, we can; every user sees a particular layout depending on record type and profile combination.
  3. What are compact layouts?
    Answer: Compact layout is the one shown in the highlight panel when we open any record. We can add only ten fields in the compact layout.
  4. Have you seen the master record type on an object? What do you understand about it?
    Answer: Yes, an object has no custom record types defined. The admin can see a master record type which is just a placeholder, for example, while assigning page layouts, etc.

    Note: Master record type does not have record type id associated with it. Moreover, once a custom record type is defined, the master record type is no more available.
  5. What is the search layout, and how do we see it?
    Answer: Search layout is the search results fields displayed on the screen after searching any record in global search in Salesforce. We can create different search layouts for other profiles. Moreover, we can only add ten fields in search layouts.
  6. What are object-specific actions?
    Answer: Object-specific actions let users quickly create or update records, log calls, send emails, and more in the context of a particular object.
  7. Can you call an LWC component from quick action?
    Answer: Yes 
  8. Can you call flows from object-specific actions and global actions?
    Answer: We can call flows only from object-specific actions and not from global actions; moreover, you can only call those flows which include screens 
  9. What are global actions, and how are they different from object-specific actions?
    Answer: Global create actions let users create object records; unlike object-specific actions, there’s no automatic relationship between the record created and any other record. You can add global actions to page layouts for the home page, the Chatter tab, Chatter groups, and record detail pages.
  10. Are the custom actions also available in Salesforce 1 automatically?

Answer: Yes 

Chapter 6: Data Management

  1. What is the difference between 15 digit and 18 digit record ID?
    Answer:
    15 Digit record ID is case sensitive, used on UI, while 18 digit record ID is a case insensitive record ID referenced through API.
  2. How can we convert a 15 digit record ID to 18 digits and vice versa in the formula field?
    Answer:
    We can use the CASESAFEID () function in the formula field to convert 15 digits to 18 digits in the formula field and to convert 18 digits to 15 digits, we can just remove the last three digits.
  3. What is an external ID?
    Answer:
    The ‘External ID’ field is used to reference an ID from another external system. External IDs are searchable in Salesforce, and you can also use the upsert API call with the External ID to refer to records when making changes via Data Loader.

    We can make Text, Email, Number, AutoNumber as external Id fields.
  4. Can we have the same external Id on multiple records?
    Answer:
    Yes, you can; ideally, having the same external ID on multiple records is not recommended, but the system will not stop you from saving the same external id on multiple records unless you mark a unique checkbox on the field.
  5. What are unique fields | Latest Salesforce Admin exam guide interview Questions?

Answer: If checked on fields, it prevents you from putting the same value on multiple records.

The critical thing to remember is custom fields marked as Unique count against an object’s limit of 25 External ID fields.

  1. What is the use of the action “Export All” in the data loader?

Answer: When you use export, you can extract/export all records, including the records in the Recycle Bin.

Chapter 7: Data Security

  1. What is OWD?
    Answer: Organization-Wide Defaults(OWD) are used to control access for any object. While setting OWD for a particular object, we also define whether access is provided within the role hierarchy or not.

    We have majorly three levels of access controls. Private Public read-only Public Read/Write
  2. Can we disable access via role hierarchy?
    Answer: Yes, we can for custom objects but not for standard objects. 
  3. What is a public group?

Answer: Public group consists of users, roles, or “roles and subordinates.” Sharing rule is defined using public groups. Records that match certain conditions allocated to users in public groups through Sharing Rules.

  1. What is the difference between a public group and a Queue?
    Answer: Major difference between Queue and the public group is queues are used as owners of records to share workload while groups are used for security, i.e., to open up access for a set of users.
  2. Who can manually share the record? 

Answer: Record Owner, Any user above the role hierarchy or Administrator, can manually share the record.

  1. When is the button to share the record manually available?
    Answer: Button is available only when OWD is not a public read-write, plus you should have access to share the record.
  2. Can we create a user without a role and profile?
    Answer: Profile is mandatory while creating the user, while the role can be left blank.
  3. How is the access of detail objects in the case of master relationship controlled?
    Answer: OWD of the child is controlled by the parent, and the parent object’s access to the detail object is controlled only; while defining the relationship, you select either option to define the access.

    If a user has minimum read access on the parent record, they can edit the child record.

    They can edit the child record, If the user has edit access on the parent record only.

    Remember, users also need to have access at the profile level to edit the object.
  4. What is public read-write transfer available on specific objects in OWD?
    Answer: This option is available only for the case and lead objects, along with users being able to read and write the record. They can also transfer ownership of the record depending on whether they have appropriate access to the profile.
  5. What will happen to child records if we delete a parent record in Lookup Relationship?
    Answer: When we define a lookup relationship between two objects, we choose an outcome for if the parent record is deleted what should happen with lookup value will be cleared, or we will restrict the user from deleting the parent record itself.

    Note: We can’t select the first option, i.e., clear the value of a field if the field is marked as required.
  6. What will happen to child records if we delete a parent record in case of a Master-Detail Relationship?
    Answer: All the child object records will be deleted if we delete the parent object record.
  7. If we restore the master record, does it also restore the detail records?
    Answer: Yes 
  8. What is “View all” and “Modify All” permission?
    Answer: View all and modify all fields trump everything in the system, i.e., irrespective of OWD, what sharing rules are set up in system user with this permission will be able to see or edit all the records present in the system for a particular object. It gives a user the ability to mass update, mass transfer, and mass delete records.
  9. What will happen if a field is hidden through Field level security and the user searches for values in that field?
    Answer: Field-level security doesn’t prevent users from searching on the values in a field. When search terms match field values protected by field-level security, the associated records are returned without the protected fields and their values in the search results.
  10. Can we restrict permissions using a permission set?
    Answer: No permission sets are used to extend the access, not restrict it.
  11. If a user doesn’t have access to a record type, can they still see the records of that record type?
    Answer: Yes, they will be able to see it; they just won’t be able to create records of that particular record type.
  12. Can we restrict users logging in from unauthorized IP addresses?
    Answer: Yes, we can define what IP addresses are valid, and if users of that particular profile try to login IP addresses outside of those defined, they will be denied access.
  13. What is the difference between defining IP ranges in network access and on profile?
    Answer: IP ranges that we define in-network access. Just tell us a list of secure IPs that don’t require any login challenges, like receiving an OTP, while IP ranges are defined on the profile. It will restrict the user from logging in other IPs other than described on the profile. 
  14. Can we restrict the login of users based on time?
    Answer: Yes, it can be done, but only at the profile level is there a related list under each profile called login hours, where we can define the start and end time for each day. 
  15. Can we force users to set up a complex password while setting users in Salesforce?
    Answer: Yes, we can define our password policies where we can choose complexity requirements for each password, length and force the user to change the password every 30 days 

Chapter 8: Queues 

  1. Are all objects supported by Queues | Salesforce interview questions 2021?
    Answer:
    No, for example, Account and Opportunities are not supported by Queues.
  2. Who all can be part of Queue?
    Answer:
    Users, Public group, roles, roles, and subordinates both internal and portal, territories, and territories subordinates
  3. Can a queue be part of another queue?
    Answer:
    No
  4. What is the use of Queues?
    Answer:
    Queues in Salesforce are used to prioritize, distribute, assign and share the workload among the team members sharing the workload.

Chapter 9: Process Automation

  1. Can we update a child record using workflows?
    Answer: No, we can; we can only update the record itself or parent record ( in case of master-detail relationship only).
  1. What all can be done using a workflow?
    Answer: We can only perform the below actions using workflows :
    field updates
    Email Alert
    Create Task
    Send an outbound message
  2. Can we create assignment rules on all objects?
    Answer: No, only on the case and leads.
  3. When I can’t create time-based workflow action in workflow?
    Answer: When the workflow is executed, created, and every time it’s edited.
  4. Can we see all the time-dependent workflow actions that are lined up to be executed?
    Answer: Yes, we can monitor all the pending automation related to time-dependent workflows in the “Time-based Workflow” option in setup.
  5. Do time-dependent workflow actions fire even when the record criteria that initiated the action no longer hold?
    Answer: It will be removed from the Queue and will not be fired.
  6. Can we remove pending time-based actions?
    Answer: Yes, we can delete pending automation from the “Time-based workflow” option in setup.
  7. Can an object have multiple approval processes defined for it?
    Answer: Yes, as per the current release, you can have 1000 active approval processes and 300 active approval processes per object.
  8. Can I create an approval process where a set of users receive approval notification, i.e., even if any one of the users rejects or approves records get approved or rejected.
    Answer: Yes, we call this approval process a parallel approval process where a set of users receive notification to act on the record; whoever acts first will be able to approve or reject the record.
  9. Can I submit a record for the approval process without actually having to click on the “Submit for approval” button?
    Answer: Yes, you can submit a record for approval via process builder or even apex trigger.
  10. Assume we have created multiple field updates and email alerts used in workflow rules. Now I want to do the same field updates and send the exact emails via the approval process. Can I re-utilize the same field updates and email alerts in the approval process, or do I need to create a new one here?
    Answer: We can utilize the same field updates and email alerts; you can search from the list to re-utilize.

Chapter 10: Reports & Dashboards

  1. What are the different formats of reports available in Salesforce?
    Answer: Tabular, Summary, Matrix, and Joined reports.
  2. What all reports are supported on the dashboard?
    Answer: Tabular, summary, and matrix reports.
  3. Are newly created fields automatically included in your custom report types?
    Answer: Yes, if you tick mark the option to include it in the report types while creating the field, you will have to add them manually.
  4. What is a report type?
    Answer: A report type is like a template which makes reporting more straightforward. The report type determines which fields and records are available for use when you are creating a report. This is based on the relationships between a primary object and its related objects. For example, with the ‘Contacts and Accounts’ report type, ‘Contacts’ is the primary object, and ‘Accounts’ is the related object. Contacts and Accounts is a standard report type that comes from OOTB.
  5. What is the difference between custom report types and standard report types?
    Answer: Standard report types are report types which Salesforce create itself when we create objects and relationships between them, for example, Contacts and Accounts.

    Custom report types allow the admin to specify all fields available to the user while creating a report. Also, it provides functionality to associate up to 4 objects. It’s like creating a template that tells Salesforce that I need these objects with these fields to be available to create the report.

Chapter 11: Sales Cloud

  1. What is the Sales cloud in Salesforce?
    Answer: Place customer information in one place. Get insights into Sales.

    Get real-time reports about business running, and the intuitive workspace helps you be productive. In other words, it’s focused on enhancing the effectiveness of an organization’s sales team and hence increases the number of sales.
  2. Can contact exist without an Account?
    Answer: Yes
  3. What are personal Accounts in Salesforce?
    Answer: Person accounts to store information about individual people by combining certain Account and contact fields into a single record.

    Remember, After Person Accounts are enabled, it can’t be disabled.
  4. What is the relationship between Account and Contacts, Account and Opportunity?
    Answer: On UI, it says lookup, but actually, it’s a special type of relationship that also has few master-detail touches into it, for example.

    Account – Contact relationship comes with cascade delete, but you can’t have any rollup on Account. Moreover, you can’t do cross-field updates using workflow rules on Contact.

    Account-Opportunity – It’s not mandatory to populate Account on Opportunity, but cascade delete is true, and we can also do both rollup and cross-field updates.
  5. What is the difference between Product and Asset?
    Answer: Products are essentially your list of items that your company is selling in its portfolio. An asset is that your customers have purchased. For example, the iPhone is one of the products of Apple, while the iPhone you own is an asset with a unique serial number.
  6. Can we choose which price books my newly created product will be part of? Answer: Yes, we can get in custom price books, but all products will be, by default, part of the Standard price book.
  7. What are the Lead assignment Rules?
    Answer: Assignment Rules are used to automate an organization’s lead generation and support processes.

    Determines how leads are assigned to users or queues as they are created manually, captured from the web, or imported via the lead import wizard.
  8. Once the lead is converted, can we move it back to an unconverted state?
    Answer: No
  9. What all records are created on lead conversion? Is it mandatory to have all records created on conversion?
    Answer: 3 new records created on lead conversion
    One each of Account, Contact, and Opportunity
    We can tickmark “Don’t create Opportunity” if we don’t want to create an opportunity on lead conversion.

Chapter 12: Service Application

  1. How many active case escalation rules can we have?
    Answer: We can have only one active escalation rule at a time.
  2. What error comes up if you create a new active escalation rule when you already have an active rule in place?
    Answer: No, the error is thrown. Instead, the old escalation will be marked inactive, and the new escalation rule is considered an active rule.
  3. What is the business hour criteria in Escalation Rules?
    Answer: Business hours let you specify when your support team is available. If business hours are set on the escalation rule, then escalation actions occur only during business hours.
  4. What is solution management in Salesforce?
    Answer: Solutions tab in Salesforce provides a repository of the detailed description of customer issues. The customer support representatives quickly answer inquiries at any time; solutions help improve support agent productivity and customer response time, streamlining communication and improving customer satisfaction.

    Note – Currently, the Solutions tab and object are not available in lightning and Salesforce Classic support.
  5. What is a Case Assignment Rule?
    Answer: We can define criteria that determine how Cases are automatically routed to a particular user or Queue when created in Salesforce.
  6. What is Web-to-Case?
    Answer: It allows you to capture user requests directly from your company’s website and automatically generate new cases using Web-to-Case.

    But remember, we can only generate up to 5000 cases per day using this setting.
  7. Can we define an auto-reply in case of email to the case in Salesforce?
    Answer: Yes, we can use auto-response rules, which defines which template to be sent.
  8. What is the support process in Salesforce?
    Answer: Support Process is only for the “Status” picklist, as you might know. The picklist values available in the status of a case record type determine a support process. It is only a business-relevant feature as the status field is the most process-specific field on a case. The status field cannot be customized on a record type; it should be customized in support.
  9. Can we have multiple record types using the same Support Process?
    Answer: Yes, multiple record types can refer to the same support process
  10. How to give users access to knowledge articles?
    Answer: We need to assign user knowledge license by marking the knowledge user checkbox as true on the user detail page

Chapter 13: MVC Architecture

  1. What is MVC architecture?
    Answer: It’s a code design pattern that separates your code into the parts
    Model – In Salesforce, our subjects are models.
    View – How data is represented on UI
    Controller – Apex classes can be considered as controllers

    The use is a better structure of your code, making it easier to change and maintain it. With little impact, you should, for instance, be able to replace the entire view without changes to the model or controller logic.

    In Salesforce, VF pages use MVC architecture.

Chapter 14: Data Importa 

  1. What is a data import wizard?
    Answer: Import wizard is an OOTB tool to import data in Salesforce

    We can use it only if we want to import less than 5000

    Moreover, remember import wizard doesn’t support all standard objects, for example, Products, Cases, etc. but supports all custom objects.
  2. What is Upsert, and how are external IDs beneficial?
    Answer: Upsert combines insert and updates into a single call. Upsert uses an indexed custom field or external ID to determine whether to create a new record or update an existing record.

    If the external ID is not matched, then a new record is created
    Existing record is updated If the external ID is matched once.
    If the external ID matched multiple times, then an error is thrown 
  3. Can Users mass transfer records to which they do not have read access?
    Answer: No 
  1. How can we import more than 50000 records considering import wizard allows only 50k records?
    Answer:
    We can use a data loader.
  2. Can we delete records using import wizard?
    Answer:
    No
  3. Can we schedule data loads in Salesforce | Free download Salesforce Interview Questions?
    Answer:
    We can schedule it using Data loader CLI.
    Note Windows machines support this.

Top 61 Salesforce Admin & Developer Interview Questions with Answers 2021

Preparing for an interview is not easy–there is significant uncertainty regarding the Salesforce CRM Admin and Development Top 61 interview questions you will be asked. No matter how much work experience or what Salesforce CRM certification you have, an interviewer can throw you off with a set of questions that you didn’t expect. So go through the following Top 61 Salesforce interview questions with answers. These salesforce questions and answers will definitely help you in scenario based job interviews.

During a Salesforce CRM admin interview, the interviewer will ask questions spanning a wide range of topics, requiring both strong technical knowledge and solid communication skills from the interviewee the topics may include Profiles, Roles, Permission sets in salesforce, SOQL, SOSL, Workflow rules, Validation rules. Your admin and development Salesforce skills will be put to the test through a variety of questions and question styles that are intentionally designed to keep you on your feet and force you to demonstrate how you operate under pressure.

Preparation is the key to success when pursuing a career in Salesforce CRM, and that includes the interview process.

This guide contains all of the important and scenario based Salesforce interview questions you should expect when interviewing for a position as a Salesforce CRM Admin. At CRS Info Solutions, we teach Salesforce certification course through our self-guided, live mentor-supported Salesforce workshops. They’re a great way to learn Salesforce and get expert guidance on how to get a Salesforce job.

We previously created a free Salesforce interview guide, yet we still felt we had more to explore. So we curated this list of real questions asked to Salesforce Admin 201 interview candidates. From this list of Salesforce CRM Admin interview questions, an interviewee should be able to prepare for the tough questions, learn what answers will positively resonate with an employer, and develop the confidence to ace the interview.

1. What is a Profile?

Profiles and Roles work together to determine which records users can see and what they can do with them. Profiles are always required and control which objects and fields users can access. They also determine whether users can create, edit, or delete records.

2. What is a Role?

Roles are technically optional, but it’s a good practice to use them. Roles are predominately about sharing records to users. When organization-wide default sharing is set to lower than Public Read/Write for an object, you can use Roles in Sharing Rules to determine which records (and whether they’re Read-Only or Read/Write) that users can view. Roles also have a hierarchy like an organization chart, so that the sharing can cascade beyond records users need, but also for managers to access their team’s records.

3. What is a Permission Set?

Permission Sets are add-ons to Profiles. They generally have the same settings and are used to increase users’ permissions above what the Profile provides. The benefit to them is that you can give users slightly different permissions without having to create separate Profiles. They reduce the overhead for Administrators in that way. It’s useful to think of Profiles as the base set of permissions that many users have in common while Permission Sets are the “extra” permissions that fewer users need.

4. What is a Public Group?

Public Groups are similar to Roles what Permission Sets are to Profiles. An Administrator can create ad hoc groups of users (naming them individually or by Roles) to be able to share records to them. A common use case is to share records to users of a similar level, say Directors. As there are probably Directors spread throughout the organization, they aren’t likely to be under each other in the Role hierarchy, but an Admin could create a Public Group with all of the Director Roles in it and share records to the group.

5. What is a Queue?

Queues are similar to Public Groups in that they are bespoke groupings of users (named individually or via Roles), but they are used for record ownership rather than Sharing Rules. The classic use is for Cases where you’d want to assign an open one to a team of people, so whoever was available first could handle it. Queues are not available on all standard objects, but they have been added to Tasks in the Spring ‘20 release.

6. How can I create Many – to – Many relationship?

Lookup and Master detail relationships are one to many relationships. We can create many – to – Many relationship by using junction object. Junction object is a custom object with two master detail relationships.

7. A custom object contains some records, now my requirement is to create field in this object with master detail relationship. Can we create master detail relationship in this case?

No, directly we cannot create master details relationship if custom object contains existing records. Following are the steps to create to create master-detail relationship when records are available in custom object.
1. First create field with lookup relationship.
2. And then associate look field with parent record for every record
3. Next change the data type of the field from look up to Master detail.

8. List examples of custom field types?

Text, Pick list, Pick list (multi select), Date, Email, Date/Time, Date, Currency, Checkbox, Number, Percent, Phone, URL, Text Area, Geolocation, lookup relationship, master detail relationship etc…..

9. What is TAB in Salesforce?

Tab is a user interface component to user creates to display custom object data.
There are three type of tabs.
Custom Tabs
Visual force Tabs
Web Tabs

10. Does user can create insert their own custom logo, while creating their own custom applications?

Yes user can upload their custom logo in documents and then they choose that logo for organization.

11. List things that can be customized on page layouts?

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

12. What is a “Self Relationship”?

Self Relationship is a lookup relationship to the same object. Suppose let’s take an object “Merchandise”. Here we can create relationship in between the Account to Account (same object) object. That is called “Self Relationship”.

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

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

14. What is difference between trigger and workflow?

Workflow Workflow is automated process that fired an action based on Evaluation criteria and rule criteria.
We can access a workflow across the object.
We cannot perform DML operation on workflow
We cannot query from database
Trigger Trigger is a piece of code that executes before or after a record is inserted or updated.
We can access the trigger across the object and related to that objects
We can use 20 DML operations in one trigger.
We can use 20 SOQL’s from data base in one trigger.

15. What is Wrapper class?

A Wrapper class is a class whose instances are collection of other objects. It is used to display different objects on a Visual Force page in same table.

16. What is Difference between SOQL and SOSL?

SOQL(Salesforce Object Query Language) Using SOQL we can Search only on one object at a time.
We can query on all fields of any datatype
We can use SOQL in Triggers and classes.
We can perform DML operation on query results.
SOSL(Salesforce object Search Language)
Using SOSL we can search on many objects at a time.
We can query only on fields whose data type is text,phone and Email.
We can use in calsses but not in Triggers.
We cannot perform DML operation on search result

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

Using 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.

18. What is Static Resources?

Using Static Resources we can upload images, zip files, jar files, java script and CSS files that can be referred in a visual force page. The maximum size of Static Resources for an organization is 250mB.

19. How to call java script using Static Resource in Visual Force page?

Add java script file in Static Resource setup -> develop -> Static Resources -> click on ‘New’ -> Name: filename and add file from local desktop and save. We can use that file as follows in Visual Force page

20. What is sharing rule?

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

21. How many ways we can share a record?

Role Hierarchy:

If we add a user to a role, the user is above in the role hierarchy will have read access. Setup -> manage users -> roles -> setup roles -> click on ‘add role’ -> provide name and save.

OWD:

Defines the base line 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. Setup -> Security Controls -> sharing settings -> Click on ‘Edit’

Manual Sharing:

Manual Sharing is sharing a single record to single user or group of users. We can see this button detail page of the record and this is visible only when OWD setting is private. Criteria Based Sharing rules: If we want to share records based on condition like share records to group of users Whose criteria are country is India. Setup -> security controls -> sharing settings -> select the object and provide name and Conditions and save

Apex sharing:

Share object is available for every object(For Account object share object is AccountShare ). If we want to share the records using apex we have to create a record to the share object.

22. What are the actions in workflow?

1. Email Alert
2. Task
3. Field Update
4. Outbound Message
Go through the below link for the more information about workflow actions http://www.salesforcetutorial.com/salesforce-workflow-automation-workflow-management/

23. How many ways we can made field is required?

1. While creation of field
2. Validation rules
3. Page Layout level

24. What is difference between Role and Profile?

Role is Record level access and it is not mandatory for all users. Profile is object level and field level access and it is mandatory for all users.

25. What is the maximum size of the PDF generated on visualforce attribute renderAs?

15MB

26. How many controllers can be used in a visual force page?

Salesforce come under SAAS so, we can use one controller and as many extension controllers.

27. What is difference between Action support and Action function?

Action function: Invoke the controller method from java script using AJAX and we can use action function from different places on visual force page. Action support: Invoke the controller method using AJAX when even occurs on page like onMouseOver, onClick, ect… and we can use action support for particular single apex component.

28. How many ways we can call the Apex class?

1. Visual force page
2. Web Service
3. Triggers
4. Email services

29. How to create Master Details relationship between existing records?

Directly we can’t create Master Detail relationship between existing records, first we have to create Lookup relationship and provide valid lookup fields and it shouldn’t null.

30. What is permission set?

Permission sets extend user’s functional access without changing user’s profile. Ex: A user has only read access through profile on custom object, administrator want to give access Edit and create operations to him without changing the profile. Administrator creates the permission set having edit and creates operation on custom object and assign to that user.

31. What is manual sharing?

Manual sharing is to share a record to a particular user manually. Go to detail page of record and click on manual sharing button and assign that record to other user with Read or Read/Write access. Manual Sharing button enables only when OWD is private to that object.

32. How we can change the Grant access using role hierarchy for standard objects?

Not possible.

33. What is the use of “Transfer Record” in profile?

If user have only Read access on particular record but he wants to change the owner name of that record, then in profile level Transfer Record enables he can able to change the owner.

34. What is Field dependency?

According to the field selection on one field filter the pick list values on other field.

35. Is check box performs like controlling field?

Yes possible. Controlling field should be Check box or pick list.

36. How many field dependencies we can use in Visual Force page?

Maximum we can use 10 field dependencies in VF page.

37. What is Roll-up summary?

Roll-up displays the count of child records and calculate the sum, min and max of fields of the child records.

38. How to create Roll-up summary field on lookup relation?

Not possible. Roll-up summary is enabled for only Master –Detail relationship.

39. What are the Record Types?

Record Types are restrict the pick list values and assign to the different page layouts for different Record Types.

40. What is Audit Trail?

Audit Trail provides the information or track all the recent setup changes that an administrator done to the organization. This can store the last 6 months data.

41. What are the Report Types?

4 Types of report in Salesforce
Tabular Reports: We can only displays the grand total in the table form.
Summary Reports: It is a detail form of report in which the grouping done based on Columns.
Matrix Reports: It is a detail form of report in which the grouping done based on both Rows and Columns.
Joined Reports: We can join the two or more reports in the single report displayed in the form of blocks.

42. What is Dashboard?

Dashboard is a pictorial representation of report. We can add up to 20 reports in single dashboard.

43. What is the relationship between Contact and Account objects in salesforce?

In Salesforce, Contacts is having a look up relationship with Accounts i.e., Simple relationship

44. What are different Organization Wide Defaults? Explain each of them?

Below are the different OWD values Private
If the OWD for an object is set to private, then only the owner, and users above that role in role hierarchy, can view, edit and report on those records
Public Read Only
If the OWD for an object is set to Public Read Only, then all users can view and report on records but they cannot edit them. Only the record owner and the users above that role in the role hierarchy can edit the records
Public Read/Write
If the OWD for an object is set to Public Read/Write, then all users can view, edit and report on all records. But only owner of the record can delete the records.
Public Read/Write/Trfer
This is available only for Case and Lead objects If the OWD for an object is set to Public Read/Write/Trfer then, all users can view, edit, trfer and report on all the records but only owner of the record can delete the records
Public Full Access
This is available only for Campaign object. If the OWD for Campaigns are set Public Full Access then, all users can view, edit, delete and report on all records. No Access, View Only or Use
This is available only for Price Book object. If the OWD for Price Book is set Use then, all users can access the Price Book information and as well as using the Price Book configuration for Opportunities with Products. If the OWD for Price Book is set View Only then, all users can access the Price Book information but not to use that Price Book detail in Opportunities with Products If the OWD for Price Book is set No Access then, it restricts users from accessing information for Price Book and Prices. Controlled By Parent
If the OWD for any object is set as Controlled By Parent, then user can perform an action on the record based on whether they can do the same on the parent record associated with it

45. Is it mandatory to select User License while creating permission sets? If not, what is the significance of selecting a User License?

It is not mandatory to select a User License while creating a permission sets. If users with one type of license will use this permission set, then choose the same license that’s associate with them. If you are planning to assign this permission set to multiple users with different licenses then, choose none.

46. Can we create a new profile without cloning an existing profiles?

No, we have to clone any one of the existing profiles to create a new profile

47. Please explain the use of Grant Access Using Hierarchies?

In Sharing settings, OWD settings, we have a check box Grant Access Using Hierarchies (for both standard and custom objects). If this check box is checked then it will give automatic access to the user’s data to other users in higher role of salesforce CRM Role Hierarchy. If this check box is not checked then, only record owner and users granted access by OWD can gain the access.

48. What is the batch size limit (increment size for batch) in Data Loader?

Data Loader batch size limit is maximum of 200 per increment and if we selected Use Bulk API then maximum value is 10000

49. What is the difference between Export and Export All in the context of Data Loader?

Export enables user to export all the records for a particular object excluding the records in the recycle bin or soft deleted records. Export All enables user to export all the records for a particular object including the records in the recycle bin or soft deleted records.

49. What is App in Sales force?

An app is a group of tabs that work as a unit to provide functionality. Users can switch between apps using the Force.com app drop-down menu at the top-right corner of every page. You can customize existing apps to match the way you work, or build new apps by grouping standard and custom tabs. Navigation to create app in Sales force: Setup ->Build ->Create->App-> Click on new and create your application according to your requirements.

50. What is object in Sales force?

Custom objects are database tables that allow you to store data specific to your organization in salesforce.com. You can use custom objects to extend salesforce.com functionality or to build new application functionality. Once you have created a custom object, you can create a custom tab, custom related lists, reports, and dashboards for users to interact with the custom object data. You can also access custom object data through the Force.com API. Navigation to create object in sales force: Setup->Build->Create->Object-> Click on new object and create object according to your requirement.

51. How many relationships included in SFDC & What are they?

We are having five types of relationships, they are Lookup Relationship Master-Detail ,Hirearchy ,External and Many-to-Many Relationship

52. What is a junction object?

A junction object is a term to describe an object that is designed to have two different parent objects (generally with Master-Detail relationships) which forms a many-to-many relationship. There is nothing labeled “junction object” within Salesforce; it’s a definition applied to an object based on its function in the data model.

53. What is a “Lookup Relationship”?

This type of relationship links two objects together, Up to 25 allowed for object Parent is not a required field. No impact on a security and access. No impact on deletion. Can be multiple layers deep. Lookup field is not required.

54. What is “Master-Detail Relationship”?

Master Detail relationship is the Parent child relationship. In which Master represents Parent and detail represents Child. If Parent is deleted then Child also gets deleted. Rollup summary fields can only be created on Master records which will calculate the SUM, AVG, MIN of the Child records. Up to 2 allowed to object. Parent field on child is required. Access to parent determines access to children. Deleting parent automatically deletes child. A child of one master detail relationship cannot be the parent of another. Lookup field on page layout is required.

55. What is a Queue?

Queues are similar to Public Groups in that they are bespoke groupings of users (named individually or via Roles), but they are used for record ownership rather than Sharing Rules. The classic use is for Cases where you’d want to assign an open one to a team of people, so whoever was available first could handle it. Queues are not available on all standard objects, but they have been added to Tasks in the Spring ‘20 release.

56. What is a lookup relationship?

A lookup relationship allows you to relate records to each other, creating a parent-child schema. Generally this is done between different object (such as Accounts and Contacts), but it can be one one object (such as Parent Accounts). Relationship fields allow for users to specify how records affect each other and help with reporting.

57. What is a master-detail relationship?

Master-Detail relationships are similar to lookup relationships, but have a few special features. First, Master-Detail allows for Roll-up Summary fields to be created. This relationship type also affects security in that the Detail (or child) record does not have a record owner. It inherits its visibility from the Master (or parent) record. That can be very beneficial, or limiting, depending on your use case.

58. What is a master-detail relationship?

Master Detail relationship is the Parent child relationship. In which Master represents Parent and detail represents Child. If Parent is deleted then Child also gets deleted. Rollup summary fields can only be created on Master records which will calculate the SUM, AVG, MIN of the Child records. Up to 2 allowed to object. Parent field on child is required. Access to parent determines access to children. Deleting parent automatically deletes child. A child of one master detail relationship cannot be the parent of another. Lookup field on page layout is required.

59. What is a Roll-up Summary field?

A Roll-up Summary field is available on the master side of a Master-Detail relationship. It allows administrators to aggregate data from related detail records (count them, sum a numeric value on them, etc.) in real time. Ability to have Roll-up Summary fields is the top reason why you’d consider a Master-Detail relationship.

60. What are Validation Rules?

Validation Rules allow you to enforce specific business logic to help with your org’s data integrity. You can specify conditions on an object that aren’t allowed to exist. For example, you don’t want a user to mark an Opportunity as Closed Won if they Account doesn’t have a Billing Address. You can add a Validation Rule so that when a user tries it won’t update the Opportunity record and displays an error message explaining what they need to do.

61. What if you need roll-ups on a lookup relationship?

Sometimes you’d like to aggregate child data on a parent record, but you can’t use Master-Detail due to the security limitations not aligning with your use case. In those situations you could write code or use Flow Builder to replicate the functionality of Roll-up Summary fields. Mostly likely, however, you’ll want an app from the AppExchange to make configuration easy. In fact, an app like this is one of the first things you should look to install in your org (in a sandbox first, of course.)

We will provide the answers to these questions in our training program. We will share latest Salesforce interview questions and answers material.

What is Apex?

Ans: It is the in-house technology of salesforce.com which is similar to Java programming with object oriented concepts and to write our own custom logic.

What is S-Control?

Ans: S-Controls are the predominant salesforce.com widgets which are completely based on Javascript. These are hosted by salesforce but executed at the client side. S-Controls are superseded by Visualforce now.

What is a Visualforce Page ?

Ans: Visualforce is the new markup language from salesforce, by using which, We can render the standard styles of 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.

Will Visual force still support the merge fields usage like S-control ?

Yes. Just like S-Controls, Visualforce Pages support embedded merge fields, like the {!$User.FirstName} used in the example.

Where to write Visualforce code ?

Ans: You can write the code basically in 3 ways.

  1. setup->App Setup->Develop->Pages and create new Visulaforce page.
  1. Setup -> My Personal Information -> Personal Information -> Edit check the checkbox development mode. When you run the page like this, https://ap1.salesforce.com/apex/MyTestPage. you will find the Page editor at the bottom of the page. You can write you page as well as the controller class associated with it, there it self.
  1. Using EclipseIDE you can create the Visulaforce page and write the code.
What are Apex Governor Limits?

Governor limits are runtime limits enforced by the Apex runtime engine. Because Apex runs in a shared, multitenant environment, the Apex runtime engine strictly enforces a number of limits to ensure that code does not monopolize shared resources. Types of limits that Apex enforces are resources like memory, database resources, number of script statements to avoid infinite loops, and number of records being processed. If code exceeds a limit, the associated governor issues a runtime exception.

How to create and host S Control in Salesforce?

To demonstrate this, lets consider an example of Google Map.

Lets create a S-Control for the Google Map.

Now let’s first create a new S-Control:

  1. Click on “Setup” which is located on the top right corner of the force.com page.
  2. Expand “Develop” item and click on “S-Controls”
  3. Hit “New Custom S-Control”
  4. Provide a Label “Google Map” and a description is you wished to
  5. The Type should be HTML since we want to create a HTML, Google API mash up
  6. Now it is time to enter the code for the S-Control.
Difference between Sandbox and Development environment?

Sandbox

The salesforce.com Sandbox environment is an exact copy of your salesforce.com instance. You can copy your live instance to a sandbox environment (but you have to perform manually from sandbox to developer edition) where you can test any changes, implementations, AppExchange apps or updates. It can also be your hands-on training environment without risking your live data.

Developer Edition

Developer Edition was an edition created for development of integrations and apps, specifically for the AppExchange. It is also a great tool for testing/training in salesforce.com. What makes this a great tool is the fact that it is free. Anyone can get a Developer Edition of salesforce.com. It is a standard Enterprise Edition with very limited storage space. You cannot copy your configuration or data onto the Developer Edition, but you can customize it to match your instance’s look and feel. Once it is customized, you can use it for training, testing or anything else you want. It takes a little bit of work, but you can make it act and feel just like your live instance. The work is well worth it for the free price.

How to schedule export or take the backup of salesforce?

Step by Step Instruction:

  1. Click Setup >Data Management > Data Export > Schedule Export.
  2. Select the desired encoding for your export file. Leaving the default is fine.
  3. Check the Include in export checkbox if you want to include attachments in the export (optional)
  4. Leave the default Replace carriage returns with spaces if you want your export files to have spaces instead of carriage returns.
  5. Select Weekly as the the frequency for the exports.
  6. Choose start and end dates. Set the end date to sometime in the distant future such as 20 years from the begin date.
  7. Set the time of day for your scheduled export. The export is put in a job queue and the exact time of the export will depend on the amount of activity in the queue.
  8. You can select the types of data to include in your export. It is best to include all data in your export file. This will make sure all your organizations data is exported.
  9. Click Save.
Do governor limits apply to sandbox instances?

Ans : Governor limits do apply to all Salesforce instances (trial, developer, production or sandbox environments). However code coverage and successful execution of test classes is only enforced when deploying to a production environment.

What is difference in ISNULL and ISBLANK?

ISNULL:

  • Determines if an expression is null (blank) and returns TRUE if it is. If it contains a value, this function returns FALSE.
  • Text fields are never null, so using this function with a text field always returns false. For example, the formula field IF(ISNULL(new__c) 1, 0) is always zero regardless of the value in the New field. For text fields, use the ISBLANK function instead.
  • Multi-select picklist fields are never null in s-controls, buttons, and email templates, so using this function with a multi-select picklist field in those contexts always returns false.
  • Empty date and date/time fields always return true when referenced in ISNULL functions.
  • Choose Treat blank fields as blanks for your formula when referencing a number, percent, or currency field in an ISNULL function. Choosing Treat blank fields as zeroes gives blank fields the value of zero so none of them will be null.
  • Merge fields can be handled as blanks, which can affect the results of components like s-controls because they can call this function.
  • When using a validation rule to ensure that a number field contains a specific value, use the ISNULL function to include fields that do not contain any value. For example, to validate that a custom field contains a value of ’1,’ use the following validation rule to display an error if the field is blank or any other number: OR(ISNULL(field__c), field__c<>1)

ISBLANK:

  • Determines if an expression has a value and returns TRUE if it does not. If it contains a value, this function returns FALSE.
  • Use ISBLANK instead of ISNULL in new formulas. ISBLANK has the same functionality as ISNULL, but also supports text fields. Salesforce.com will continue to support ISNULL, so you do not need to change any existing formulas.
  • A field is not empty if it contains a character, blank space, or zero. For example, a field that contains a space inserted with the spacebar is not empty.
  • Use the BLANKVALUE function to return a specified string if the field does not have a value; use the ISBLANK function if you only want to check if the field has a value.
  • If you use this function with a numeric field, the function only returns TRUE if the field has no value and is not configured to treat blank fields as zeroes.
Is it possible to write the Apex code from user Interface?

You can add, edit, or delete Apex using the Salesforce.com user interface only in a Developer Edition organization, a Salesforce.com Enterprise Edition trial organization, or sandbox organization. In a Salesforce.com production organization, you can only make changes to Apex by using the Metadata API ,

 

deploycall, the Force.com IDE, or theForce.com Migration Tool. The Force.com IDE and Force.com Migration Tool are free resources provided by salesforce.com to support its users and partners, but are not considered part of our Services for purposes of the salesforce.com Master Subscription Agreement.

When you can’t add Time dependent action in Workflow rule?

You can’t add time-dependent actions to a rule if you choose Every time a record is created or edited.

What are the types of email templates available in salesforce.com?
  1. Text
  2. HTML with Letter Head
  3. Custom HTML
  4. Visual force
What are the different Salesforce.com Editions and Limits?
What is Roll up summary field in Salesforce?

Roll up summary field in salesforce calculates the Count, Sum, Min or Max of particular field of any child record. Thus, we can say that Roll up summary field can only be created on Master object.

What will happen if the Account is deleted?

If the Account is deleted then Contact, Opportunity will also be deleted from Salesforce which are related to that Account.

From the database perspective, check below image of child relationships of Account:

Account Child relationship in salesforce

If we use schema builder, released in Winter 12 it would look like:

Account Contact and Opportunity of salesforce in schema builder

How many types of the relationship fields available in Salesforce?
  1. Master Detail
  1. Many to Many
  1. Lookup
  1. Hierarchical (It is available only on User Object, we cannot create this relationship)
How to create many to many relationships between object?

Creating many to many relationship in salesforce is little tricky. You cannot create this type of relationship directly. Follow below steps to create this type of relationship.

Create both objects which should be interlinked.

Create one custom object (also called as junction object), which should have autonumber as unique identification and create two master relationships for both objects, no need create tab for this object.

Now on both object, add this field as related list

In Which sequence Trigger and automation rules run in Salesforce.com?

The following is the order salesforce logic is applied to a record.

  1. Old record loaded from database (or initialized for new inserts)
  1. New record values overwrite old values
  1. System Validation Rules
  1. All Apex “before” triggers (EE / UE only)
  1. Custom Validation Rules
  1. Record saved to database (but not committed)
  1. Record reloaded from database
  1. All Apex “after” triggers (EE / UE only)
  1. Assignment rules
  1. Auto-response rules
  1. Workflow rules
  1. Escalation rules
  1. Parent Rollup Summary Formula value updated (if present)
  1. Database commit
  1. Post-commit logic (sending email)

Additional notes: There is no way to control the order of execution within each group above.

If one object in Salesforce have 2 triggers which runs “before insert”. Is there any way to control the sequence of execution of these triggers?

Ans : Salesforce.com has documented that trigger sequence cannot be predefined. As a best practice create one trigger per object and use comment blocks to separate different logic blocks. By having all logic in one trigger you may also be able to optimize on your SOQL queries.

How to delete the User from Salesforce?

As per now, salesforce does not allow to delete any user, however you can deactivate the user.

How to delete the users data from Salesforce?

Ans : To delete the Users Data go to Setup | Administration Setup | Data Management | Mass Delete Record, from there select the objects like Account, Lead etc and in criteria select the users name and delete all records of that user related to particular object.

How to restrict the user to see any record, lets say opportunity?

Ans : set up opportunity sharing to be private. If both users are admins or have view all records on opportunity, then that overrides private sharing.

hat is the difference between trigger.new and trigger.old in Apex – SFDC?

Trigger.new :

Returns a list of the new versions of the sObject records.

Note that this sObject list is only available in

insert and

update triggers, and the records can only be modified in

beforetriggers.

Trigger.old :

Returns a list of the old versions of the sObject records.

Note that this sObject list is only available in

update and

delete triggers.

We will provide the answers to these questions in our training program. We will share latest Salesforce interview questions and answers material.

Salesforce Admin, Developer interview questions and answers

1. What is CRM? 

CRM stands for customer relationship management. As the name suggests, it focuses on managing all relationships with current and potential customers. CRM allows businesses to stay connected with customers, build lasting relationships, and streamline all customer-related processes.

2. Can you explain salesforce subsidiaries – Scenario based interview Questions?

You need first understand the meaning of subsidiary before knowing what is Salesforce subsidiary. In corporate word, there is a parent company that has right to own other companies.

In this case, Salesforce acts as the parent company and its subsidiaries are Pardot, MuleSoft, Heroku, tableau, demand Inc and salesforceiq.

3. What do you mean by “objects” in Salesforce?

Understanding Salesforce object is very easy. Object is a collection of fields.  Consider an excel sheet of human resource team. Now the excel sheet will contain column heads like employee name, employee log in time, employee log out time. These acts as records. When you fill the records, you will get fields. 

In Salesforce object are classified onto two categories,
one is known as standard object and the
other is known as the custom object.

For any personal business need you have to create a custom object hence the word custom indicating customization.

Standard objects are created by default in the Salesforce platform known as standard object and hence the word standard.

salesforce interview questions and answers
Salesforce interview questions and answers

4. What do you understand by App in Salesforce? 

Consider a delivery box that has got you favorite items. In Salesforce, App acts a box which contains a company’s favorite items like company’s logo, name and business operations. When using Salesforce, you will have the privilege to make an app according to your needs. For this you will need the help of custom tabs and standard tabs.

5. Can you name different types of app we can use in Salesforce?

Yes absolutely, the are two sections of app that you can create in Salesforce.  one is known as the console app and the other is known as custom app.  Console app is designed in tackling the issues faced by the client during business.  

All the corporate companies use a console app for their business needs. In case of custom app, they are mainly use by business owners who wants to develop an app that will suit their business requirements from time to time. Both of them are widely used in the market.

Tags: What is salesforce, Salesforce subsidiaries, Objects in Salesforce, Apps in Salesforce, different types of apps in Salesforce.

6. Fields in Salesforce – Salesforce Interview Questions

The answer is a resounding yes. Salesforce objects are formed by the collection of fields. Suppose as a salesforce professional, you are given the task of creating field for a company. So, your field in salesforce will look like 

  • Name the company 
  • Proprietor of the company
  • Created by salesforce professional 1 
  • Last modified by salesforce professional 2

7.  What do you mean by audit fields?

In salesforce, a term can be used in multiple ways. In this case, audit filed are nothing but another name for standard fields.

8. Can you name a latest field that has been added in salesforce?

Yes, the latest addition has been the “time “field 

7. What do you mean by defaulters in salesforce 

Defaulters in salesforce are nothing but data filters in salesforce.

8. Can you name an issue that salesforce professional face in joint reports 

The issue of export is a challenging task that salesforce professional faced during joint reports.

Salesforce interview questions and answers; Report types, Tabular, Summary, Matrix and Joined Reports

9. Can you name some reports that might be present in salesforce – tricky question? 

A total of four reports are present in salesforce. Each report has its own individual functionality to make business productivity easier in salesforce. These are:

  1. Matrix report: A report that is formed by rows and columns 
  2. Summary report: A report that is created to show the details of columns 
  3. Tabular report: A report that gives company details in tabular format 
  4. Joined report: A report that is formed due the mixture of any two combination of report. Like summary report plus matrix report can give you a joined report. Similarly, tabular report and matrix report can give joined report. 

10. What do you understand by audit trail in salesforce | Salesforce Interview questions?

Suppose your salesforce team contains twenty members. Each member has done some changes in the project. The audit trail will address these changes made by other members to you. 

In that way you will always know who modified a project at the last minute. Using the audit trail, you would get to know the change made the team member, the time of the change made and the username of the team member.

11. What are some of the major benefits using the CRM software? 

There are multiple benefits of using the CRM software.  Some of the major ones will be listed below: 

  • Programs present in salesforce, makes the salesforce professional to understand the needs of the customer, which helps the salesforce professional to pitch a particular product to a client. 
  • One communication for all. This means during a project; all the team members can see the changes and modify material according to their convenience. No sharing of multiple URL to different team members as one URL can be used for all.
  • Reporting becomes seamless as the dashboard of salesforce uses the drag and drop feature to increase productivity. 
  • Business owners have more time in concentrating in other business operations, rather than investing all the time in watching the departments for their work progress. 
  • Time management and cost saving.

11. In salesforce can two members have same profile?

A profile in salesforce gives you the authority to access certain record in salesforce. For instance, a salesforce member can have a profile which gives him access to sales report of the customer.

 In addition, another member can also have a profile which gives them the access to sales report. So, this clearly states that two members can have the same profile in salesforce. Look at in this way, there are twenty members in the accounts departments and all the members have access to customer purchase report. So here different profiles are accessing a single record. 

12. Can you state the difference between profile and role in salesforce 

Role is basically the level of access that you have a salesforce. Works as any organization hierarchy. In corporate environment the CEO takes the critical decision, the management takes care of the employees and the employees does the work. Similar case goes with salesforce. 

A salesforce developer, creates the application. The salesforce administrator checks if the application is user friendly and cleared of any bugs. Lastly, the salesforce consultant pitches the app to the client. Profile is made for all members so it doesn’t have a hierarchy.

13. What are the different types of relationship in salesforce? 

In salesforce there are three types of relationship. One is known as the lookup relationship, the other is known as the external lookup and lastly there is master detail relationship. 

14. What do you understand by master detail relationship in salesforce? 

Consider a scenario where you have a child.  The parent is you. In this case the relationship described as the father and the child or the mother and the child. Similarly in salesforce the master can be regarded as the parent and the detail can be regarded as the child.   

When you act as the parent to a child, then you take care of the needs of the child and the behavior of the child depends on how you treat them. Same goes with salesforce, the master acts as the complete authority; if the master gets deleted then the detail gets deleted also.  

When dealing with master detail relationship in salesforce, you will have the opportunity to create fields in master record which will automatically calculate the sum and average of the child 

15.  Lookup relationship – – Salesforce Interview Questions 

In real life, you might have seen bridges. The main function of the bridge is to connect from one end to another. Similar case happens with salesforce, here when two objects are linked to each other via medium, then it is known as lookup relationship.

16. What do you understand by external lookup in salesforce?

What connects child to the parent? It’s basically the love that both have for each other.  Same goes with salesforce.  In order to connect the master with the detail external lookup is used.  In order to determine whether the master is correctly placed with the detail, the external object of the child is compared with the external object of the parent 

17. What do you understand by self relationship? 

When you create an object then there is accumulation of fields.   Consider an object being created for a mobile company. So the object will have columns like price of the mobile, user ratings and date it was launched. This establishes a relationship with the mobile according to its price and date of launch. This can be regarded as self relationship.

18.  What do you understand by workflow in salesforce? 

Workflow in salesforce is nothing but the automation functions of salesforce. Automation functions such as tracking the customer map journey, sending up follow up emails and performing other marketing activity to boost the sales of the company.  In order to implement workflow in salesforce you need to make sure that certain rules and regulations are followed in salesforce. 

19. Can you define a transfer record in salesforce? 

The word transfer itself tells you that salesforce is talking about transferring the files from one place to another. Hence in order to move a file from one destination to another. You need permission from a salesforce professional (let’s say professional 1) to transfer it to another professional (lets say professional 2) 

20. What you understand by dashboard in salesforce? 

The method of representing data in visual attractive format can be termed as salesforce dashboard.  When you use salesforce dashboard, collection of 20 reports can be visible. 

21.  What you undead by soap in salesforce? 

The method of transmission of XML coded data in a seamless way can be termed as soap in salesforce 

22.  What is time trigger in salesforce? 

In salesforce you can automate tasks for a particular time. For instance you choose a time to send emails to the client or schedule a time to pitch a product to a particular client.  This is known as time trigger in salesforce.

23. What are some of the actions in workflow – Salesforce interview question?

Actions in salesforce are divided into four categories and these are known as outbound message, email alert, task and field update

24. What is the most important thing that you consider in master detail relationship? 

The most important thing that should be considered in master detail relationship record accesses. Meaning you need to always give the authority to the master.  So, when the parent gets deleted the child gets deleted too.

25.  What do you understand by minipage in salesforce? 

Minipage layout acts as the substitute for the page layout that is already present in salesforce.  When there is a presence of mini page layout you will get to see field access settings, profile association and record type.

26. Does extra software needs to be a added in work station to use salesforce.com?

Nope, salesforce is a platform that is already build, so you just the need internet connection to get started with salesforce.  Now in order to merge your word document or the internet explorer to integrate with salesforce a small plug in needs to install.

27. Can you explain governor limits in salesforce – download interview questions? 

Since salesforce, is a multi-tenant platform, it will always have functionalities based on certain limits. Going by this concept, the limit of object in salesforce is 500.  For master detail relationship is 2, and for lookup relationship is 25.

28.  What do you understand by list view in salesforce? 

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If you are someone that wants to have the privilege to see filtered set of records like custom objects, accounts and contacts, then you take help of list view in salesforce.  So in order to view records, you first need to log in into the dashboard of salesforce. 

There you will find an option known as “go “which is present just beside the “all option”. When you click on the go option you will be able to create new view in salesforce, which will give you the records that is present in salesforce 

29. How do you do inline editing in salesforce? 

In order to do inline editing, you have go to the detail page and skip clicking the edit button.  Now particular field can be edited. 

30. Is there any chance we could disable inline editing ?

The answer is a resounding yes. In order to disable it, you need to follow certain steps. First you need to go to an option called setup, then after clicking setup, you have to go to customization.  After that, you will be seeing an option known as user interface. Once user interface is clicked, you need to click on enable inline editing. 

31.  Enhanced list view – – Salesforce Interview Questions

A method by which records can be modified can be termed as enhanced list view. Make sure that when you are in the process of modification, all the multiple records should belong from the same record type. 

32.  Do you know how to enable mini page layout? 

Yes. In order to enable Mini page layout, we have to first go to record detail page.  Once a salesforce professional starts to view lookup fields, there comes a link. When the cursor is moved towards the link, a popup window opens.  The new window gives us the option of creating new fields.  One a new filed is created; we see a mini page layout appearing at the side of field parent object.

33.  What do you understand by lead process? 

Till now, you must have known that object is the collection of fields. So in lead object, values needs to be decided by statuary fields. This process called lead process. Once the lead process is activated, you will be allowed to create record for the lead object.

34. What do you mean by sales and support process? 

To create opportunity object we need pick values for stage field. This process can be termed as the sales process. Now to control these values, we need to create record type for the opportunity object. This method is called support process 

35. What do you understand by web to lead? 

Now in salesforce HTML code can be generated by selecting the lead filed and naming the URL in the web to lead option.  Now the HTML code that is created can be used in creating any website. So when information is inputted in fields, and submit button is clicked, salesforce will automatically save fields in lead object.

36. What is queue in salesforce? 

Let us assume that you have been assigned to create objects from an e-commerce website. So an ecommerce website will have different objects such as clothing line, technology, food items and custom materials.  

With the help of queue, different salesforce members can be added for each object. Here for clothing line, let’s say the number of salesforce individuals assigned is 5, for technology there is another 10, for food items there is 8. The list goes on like this.  Every member becomes the owner of each object 

37.  What do you understand by public group? 

When you want to add random ownership to an object, then that group can be termed as public group. 

38. What are assignment rules in salesforce?

In salesforce, there is an automation process that manages your organization support and lead and this is called as assignment rules.  There are three types of assignment rules, one is known as the case assignment rules, the other is known as the aim and the last one is known as the lead assignment 

  • Lead assignment :  Here  the software specifies the lead after analyzing the information of the customer 
  • Case assignment: Here the software tells the salesforce professional how to pitch to the client. Should be via email to case?  Web to case? , customer support , lotus note and outlook 
  • Aim : to create a list according to the customer needs 

39. What is auto responder in salesforce? 

The process of sending automatic emails to customer can be termed as auto responder in salesforce. 

40.  What is escalation salesforce? 

For solving customer problems, there are times when you need provide a quick solution of the case. When as a salesforce profession you cannot provide the solution, the issue is escalated to the expert and gets solved very quickly.

41.  What is your thought process on salesforce economical year?

The economical year or fiscal year is defined as the income of salesforce in a particular year. So basically an economical year starts from January and ends in December.  The amount of business that salesforce has done in this period of time can be counted as fiscal year and depicts the salesforce revenue.

Salesforce allows two kinds of Fiscal years- 

1. Normal or standard Fiscal year- It is a period that allows estimating by following the Gregorian calendar that has 12 months structuring. Also, the starting of the fiscal year can begin with the very first day of a month belonging to a particular year. 

2. Custom Fiscal year- It is majorly defined for the companies that lay their forecast based on quarterly or weekly financial planning and can also customize the same.

42.  Can you state the dissimilarities between page block table tags and data table?

Inside the page block table, we can use the standard style sheets to design a visual page. A page block table needs to be defined inside the page block section. It contains an attribute called “value.” There is an automatic setting for the display of column headers. 

When we talk about the data table there is no requirement for writing or defining the data table inside the page block section or page block. Also, there is no requirement of a compulsory value.  In addition, the data table allows you to use custom sheets seamlessly. There is an explicit arrangement of specifying the column headers.

43. State some factors that indicate information loss in salesforce?

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Information loss in salesforce is also known as data loss.  Some of the factors that determine evidence loss in salesforce can be stated as follows:

  • Rapid changes in date and time. 
  • Changing the data types from one to another. For example: changing the data types to percent or currency. 
  • Altering from the multi-select picklist or it can be the mode of changing the checkbox, etc. to another data types. 
  • The process of changing to the auto-number where the text is an exception.

44. State some junction object uses in Salesforce | interview questions and answers?

A Junction object is defined as the custom object consisting of a relationship called two master-detail relationships containing two different kinds of record types. 

If you are salesforce professional that wants connect multiple relationships in salesforce then junction object is your answer.  Various junction objects can be proved helpful in linking one instance of a record to several children where every child can be equally linked to the other parents gradually.

In the creation of junction object, the following points are included:

1. Creation of the two master-detail relationships.

2. Customization of the related lists on the page layouts of the two master objects.

45. Dynamic dashboard – Salesforce Interview Questions answers

Yes, dynamic dashboards can be used in Salesforce. It allows the multiple users to access a dashboard instead of a single static user. For example the sales made by the users and personal quotas as well as a logged-in user can access the features of a dynamic dashboard. It allows us to display the information being tailored to a particular user.

46. Name some of the ways in which record can be shared

There are various ways in which we can share record in salesforce, they are known as OWD, manual sharing, bench-mark sharing rules, apex sharing and role hierarchy. Let’s understand each one in detail, so that we can have a clear understanding.

In role hierarchy, we need to follow certain instructions. First, we need to go to an option known as setup. Then we need to go a section known as manage users. After completing this process, you get a tab known as structure roles.  

Once you click on the option known as structure roles, you will have the privilege to new role which will appear as add role.  Once you have added your role, all you need to do is hit save. Just like that, you have created a role hierarchy in salesforce.

Another way is to opt OWD which gives organization the privilege to keep files completely confidential, be completely transparent to the public or give the public the authority to read and write. You can follow the path by going to setup followed by Security Controls. Then, you can access the sharing settings for the customization and finally click on ‘Edit’.

Criteria Based Sharing rules is the next way to share records. It is used in those cases where sharing of records is needed based on condition like share records to more than one user.

You also can share a record using Apex sharing where the creation of a record to the share object is required to share the records using apex.

Salesforce interview questions and answers

47. State the major differences between. Insert () and insert () in salesforce?

Insert ():

A partial insert and Rollback are not supported. On using the DML statement (Insert), during the occurrence of an error, the further working of execution will take a halt. In this particular case, with the usage of Apex code  a flaw can be eliminated and you will find that not even one record will be inserted to the handling database.

. Insert ():

It is one of the ways to handle database methods are static in nature called static method available in the class inside the Database. A partial insert and Rollback are also said to be supported. It includes the all-or-none parameters that default true.

While using this. Insert () method in big projects, during the occurrence of an error, the remaining records will be inserted/updated except record throwing an error.

48. List the things that can have on page customization?

The on-page customization can have the following parameters.The first one is page layout like, another thing are Fields, Buttons, Custom Links and the last but not the least one is Related Lists.

49. Is there any chance by which we can create RUS on master object?

Yes, it is possible in a relationship called master-detail relationship. The RUS known as Roll-Up Summary fields. Their creations basically done on master records. In master record, you have the privilege RUS or better known as roll up summary fields.  Once this field is created you can calculate various attributes of child records.

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50. What do you understand by apex builder and apex trigger?

Certain activities of the apex builder can be stated as follows: 

  • Creation of records
  •  Updating the records.
  • Sending an Email alert.
  • Submitting a record for the further approval.
  • Invoking a process from another process.
  • Launching a flow.
  • Calling the apex methods.

In salesforce, the apex trigger has a name known as apex code. The apex trigger can be held responsible for certain activities like merging data, modifying and updating data, and eliminating data completely.

51. Apex transaction? What does that mean in salesforce glassdoor questions?

When a salesforce professional tries executing several activities at particular time then it can be termed as Apex transaction. All sorts of DML operations contained in a certain number of transactions are either complete successfully, or another case arises where it can be the arrival of any error in any of these operations, the whole transaction is turned back to the previous state and there is commitment of the data or information to the database.

The following boundaries of a transaction are defined such as- boundary can be a Visual force page, an anonymous block of code or it can be a trigger or a class method.

52. Name some of the kinds of apex triggers in Salesforce?

When we talk about apex triggers then it can be divided into two segments the first one previous trigger and other is known as the later triggers.  Please note that previous triggers can also be called as before triggers and later triggers can also be called as after triggers in case of before triggers, they have their usage in the process of updating and validating the expense of record in salesforce. A care is taken that they should not get preserved in the record. 

In case of after triggers, they are used in the process of accessing the field values embedded in the records which are present inside the system database.  When the help of later triggers, one can modify information that is stored in the database

53. How can apex program be used in visual force page?

An Apex program can be used in the visual force page, it can be done by declaring the syntax given below- <Apex: page controller = “class name “>

Once a visual force page called which already contains an attribute called as page controller attribute, an apex class object will be created and later defined by the controller. Also, for apex class to be defined completely an object has to be created; once done, the involvement of the constructor is addressed.

54. How would you describe the multitenant architecture in Salesforce?

The multitenant architecture in salesforce means one URL for all departments. So when project is in progress, every department is one the same page. It is also referred to as a standard in the software architecture that serves the multiple client organizations called as tenants in business by running the single instance of the software securing the IT resources among multiple applications and tenants.

55. What you understand by S0QL proclamation in Salesforce? Define each with example

SOQL has its usage to put forward the queries which is responsible for recording the stuff contained in the database.com.The two kinds of SOQL Statements in salesforce are as under- The very first is Static SOQL and other is SOQL statement is called as Dynamic SOQL.

1. Static SOQL: It has the following syntax-

For instance: String search for =’Alice’;

2. Dynamic SOQL: This type of statement is referred to the process where there is a possible formation a dynamic SOQL especially during the run time which is feasible with the help of an Apex code.  This creates seamless application in salesforce. We will notice a sObjects being returned when query is available for multiple records and not a single one.

56. What do you understand group by in Syntax?

The group by in Syntax refers to the usage of bulk of an aggregate function, such as sum () or max() especially with conned to a version known as API 18.0 it can be the later one also. 

It finally gives the permission to rollup results associated with the queries rather than processing the certain number of database saved as records as per your own code. The syntax can be defined as: [Group list created through group filed]

57. Explain how java script remoting in Apex controller

There are 3 parts of java script Apex controller:

The first one is remote application. It is often being added to the Visual Force page and written in the JavaScript. Another part relates to the definition through distant. It is majorly contained in your Apex controller class. The last part deals with the remote application that allows for a call back facility. Hence, it is being added or can be said to be included in your Visual force page contained in the JavaScript.

58. Name some remote request of JavaScript?

1. Buffer– of Boolean Data type

It is used in making the decision related to the grouping of requests which are implemented into a one personal demand where the default value is considered true.

2. Escap is of the Data type called Boolean.

It is used in making the in removing the feedback by apex methods where the default value is considered true for the Escap remote request.

3. Timeout– Falls under integer data type

A Static resource request is created within a matter of second, keeping the limit to thirty seconds.

59. State the most important difference between better and setter methods?

While using the salesforce platform, there will be situations, where you need to need to transport a value from the controller straight into the VF page. The medium that is used for this transfer can be known as getter methods. Similarly when you want to pass the value back to the controller, you need a medium known as the better methods.

60. Out of two apex class, identify the most important difference? 

The two apex class can be regarded as public class and the global class.  The term global itself states that when particular information can be accessed all over the salesforce, then it can be termed as global class.  In global class, you don’t need namespaces. In public class, namespace is required. 

61. Name the various collections of Apex? In addition, also state about Apex maps

When a salesforce individual tries to store multiple amounts of records in the platform, then it can be termed as Apex collection.  A total of three variation of apex collection can be found in salesforce and these are known as maps, data and sets.  A client might want to store data in key value pairs, this is where apex maps come into the picture, and each key value pair represents a single value. 

62. S0Sl and SOQL – Salesforce Interview Questions and answers Admin, Developer, Lightning

In order to understand these two terms, we need to first understanding their meaning and then need interpret their difference. SOQL gets defined as salesforce object query. 

When SOQL is used, the salesforce professional has the facility to search only one object at a particular interval of time.  SOQL can be passed down to both triggers and class and will provide you the facility to return records. 

SOSL can be defined as sales object search language.  Here a query can be searched only through text, email or phone call. They can be passed down to class but not to the triggers.  Also, gives you the facility to rebound record.

63. In salesforce what do you mean sObject?

Force.com allows you to store only a certain set of object.  These can be termed as sObject.  Let’s say that you have created an object known as Vehicle. Now when you say vehicle it can be car, bus, truck, motorbike and sports car. So if the client wants to store only sports car in force.com, then a client has to use only a particular object known as sObject.

64. How many different types of data can a set accumulate in salesforce?

 An assemblage of six data types can be accumulated in a set. These are known as built-in Apex types, user defined types, collections, primitive types, and sObjetcs, and collection.

65. Have you heard about Trigger.new – developer interview answers?

The answer is yes.  When a salesforce professional tries to rebound a collection of records that have sObject, it can be termed as Trigger.new functionality. In this cycle, only the records that have not been in database will be returned. 

66. Visual component – Salesforce Interview Questions

Visual component in salesforce comes in two forms. One can be standard component which is already predefined and the other can be custom component that is build to understand the behavior of the user.  When a salesforce professional tries to send any information from visual force page to salesforce, then visual force components has to be used. 

67.  State the different types of method batch apex class in salesforce 

In batch apex class, there are three methods that need your attention. One is known as the execute method, the other is known as the start method and the final is known as the finish method 

68. What is use of annotation known as @ future?

This annotation is used when salesforce professionals try finding a method that is not present or is not occurring. When the @future annotation is used, it will only be executed, if the salesforce has a resource available for it. 

69.  There are multiple bindings used in visualforce can you name them?

There are three types of bindings in visualforce They can be stated as action binding, component binding and data bindings. Data binding portrays all the data that is present in the controller. 

Action binding refers to all the action methods that are present in the controller. Finally, in case of component bindings, it refers to the process of the components that is present in visual force page. 

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70. Can you define an attribute tag in salesforce? 

An attribute tag of salesforce can be defined as quality of the custom component which needs to have a tag of the child component.  Now, it has be noted that attribute cannot be defined by ID or reference, it can be only be syntaxes using coding.

71. State the number of records that can request for a record return

5000 records through SOQL can be requested for query return. In case of SOSL the number of records has to be 2000.

72.  How does a salesforce professionals find how many users are there is Apex code?

You need to type a function known a userinfo.getuserid () to watch the amount of users present in apex code. 

73. Can a controller be called from a JavaScript?

Yes, using action function a controller can be called from JavaScript.

74. Name the methods where on how apex job can be executed?

To execute apex job in salesforce, a salesforce professional needs to use a method known as database execution in order to initiate the process.  Here two syntax needs to be used which are both based on public static id. One public static id would contain class name and the sObject name and the other public static id would contain integer’s scope, class name and sObject.

75. Does visual force support fields as it does in s control – admin interview questions? 

Yes, Visual force always support merge files (embedded ones) at all times.

76. Consider a situation where a client wants to view a report suing a single screen, the report should be sales made by the company in each country, what report should be considered here? 

The report that should be considered here is known as the summary report 

77.  The CEO of the particular company wants to reward the best employee of the company who has done the maximum number of sales. The catch being, the company operates in 17 countries and wants the name of each employee who has made the maximum contribution. What kind of report should be used? 

In this case, the report used should be matrix report 

78. An e-commerce company wants to see a report of the number of mobiles sold in particular year and also the number of home appliances sold.  What kind of report should you think would be best fit? 

A joined report should be the best fit in this case 

79. Let’s say that the two objects have been merged using the r/s which appear as field in the secondly record. How will it appear in the primary record? 

In primary record it will come as related list.  Now you have to know when two objects are connected as per clients needs then the two objects behave diffenly. One behaves as custom object and the other r behaves as standard object 

80. Now as standard from, there is presence of two MDR in an object. What is the behavior with the object is customized? 

When the object is customized then custom level comes into the picture.  Hence three custom level are now allowed 

81.  Consider an IT firm, which has two objects, one is employee payroll and the object is known as the employee leave. So when combing these two objects what is the relationship should be preference.

Preference should be given master detail relationship 

82. A business owner has placed an order of 1000 mobile pieces to a company.  Now the delivery is made and the payment is now to be issued. So what is the relationship that is established between the company and the business owner? 

The relationship that is established is lookup relationship 

83. Consider a scenario where there object known as inventory.  In inventory there are 10 members.  A field known as confidential is created in the object and you want only one member to see the confidential field? What are going to do?

First, permission sets needs to created, and access should be given to the member whom you want to see.  Syntax:

Object: inventory 

Users: 10 members

Condition: Only 1 member should see a particular filed known as confidential.

84. What you understand by dashboard in salesforce?

The method of representing data in visual attractive format can be termed as salesforce dashboard. When you use salesforce dashboard, collection of 20 reports can be visible.

85. What do you mean by lookup relationship?

In real life, you might have seen bridges. The main function of the bridge is to connect from one end to another. Similar case happens with salesforce, here when two objects are linked to each other via medium, then it is known as lookup relationship.

86. What are some of the actions in workflow | Interview Questions with answers Salesforce Administrator?

Actions in salesforce are divided into four categories and these are known as outbound message, email alert, task and field update.

87. What do you understand by minipage in salesforce?

Minipage layout acts as the substitute for the page layout that is already present in salesforce. When there is a presence of mini page layout you will get to see field access settings, profile association and record type.

88. How do you do inline editing in salesforce?

In order to do inline editing, you have go to the detail page and skip clicking the edit button. Now particular field can be edited.

89. What do you understand by enhanced list view?

A method by which records can be modified can be termed as enhanced list view. Make sure that when you are in the process of modification, all the multiple records should belong from the same record type.

90. What do you mean by sales and support process?

To create opportunity object we need pick values for stage field. This process can be termed as the sales process. Now to control these values, we need to create record type for the opportunity object. This method is called support process.

91. What do you understand by lead process?

Till now, you must have known that object is the collection of fields. So in lead object, values needs to be decided by statuary fields. This process called lead process. Once the lead process is activated, you will be allowed to create record for the lead object.

92. Tell me what you know about SOSI and SOQL?

In order to understand these two terms, we need to first understanding their meaning and then need interpret their difference. SOQL gets defined as salesforce object query. When SOQL is used, the salesforce professional has the facility to search only one object at a particular interval of time. SOQL can be passed down to both triggers and class and will provide you the facility to return records.

93. What do you understand by public group?

When you want to add random ownership to an object, then that group can be termed as public group.

94. What is escalation salesforce Admin?

For solving customer problems, there are times when you need provide a quick solution of the case. When as a salesforce profession you cannot provide the solution, the issue is escalated to the expert and gets solved very quickly.

95. What is Apex transaction in Admin Salesforce? What does that mean in salesforce?

When a salesforce professional tries executing several activities at particular time then it can be termed as Apex transaction. All sorts of DML operations contained in a certain number of transactions are either complete successfully.

96. What is a Profile?

Profiles and Roles work together to determine which records users can see and what they can do with them. Profiles are always required and control which objects and fields users can access. They also determine whether users can create, edit, or delete records.

97. What is a Role?

Roles are technically optional, but it’s a good practice to use them. Roles are predominately about sharing records to users. When organization-wide default sharing is set to lower than Public Read/Write for an object, you can use Roles in Sharing Rules to determine which records (and whether they’re Read-Only or Read/Write) that users can view. Roles also have a hierarchy like an organization chart, so that the sharing can cascade beyond records users need, but also for managers to access their team’s records.

98. What is a Permission Set?

Permission Sets are add-ons to Profiles. They generally have the same settings and are used to increase users’ permissions above what the Profile provides. The benefit to them is that you can give users slightly different permissions without having to create separate Profiles. They reduce the overhead for Administrators in that way. It’s useful to think of Profiles as the base set of permissions that many users have in common while Permission Sets are the “extra” permissions that fewer users need.

99. What is a Public Group?

Public Groups are similar to Roles what Permission Sets are to Profiles. An Administrator can create ad hoc groups of users (naming them individually or by Roles) to be able to share records to them. A common use case is to share records to users of a similar level, say Directors. As there are probably Directors spread throughout the organization, they aren’t likely to be under each other in the Role hierarchy, but an Admin could create a Public Group with all of the Director Roles in it and share records to the group.

100. What is a Queue?

Queues are similar to Public Groups in that they are bespoke groupings of users (named individually or via Roles), but they are used for record ownership rather than Sharing Rules. The classic use is for Cases where you’d want to assign an open one to a team of people, so whoever was available first could handle it. Queues are not available on all standard objects, but they have been added to Tasks in the Spring ‘20 release.

101. How can I create Many – to – Many relationship?

Lookup and Master detail relationships are one to many relationships. We can create many – to – Many relationship by using junction object. Junction object is a custom object with two master detail relationships.

102. List examples of custom field types?

Text, Pick list, Pick list (multi select), Date, Email, Date/Time, Date, Currency, Checkbox, Number, Percent, Phone, URL, Text Area, Geolocation, lookup relationship, master detail relationship etc…..

103. What is TAB in Salesforce?

Tab is a user interface component to user creates to display custom object data.
There are three type of tabs.
Custom Tabs
Visual force Tabs
Web Tabs

104. Does user can create insert their own custom logo, while creating their own custom applications?

Yes user can upload their custom logo in documents and then they choose that logo for organization.

105. List things that can be customized on page layouts?

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

106. What is a “Self Relationship”?

Self Relationship is a lookup relationship to the same object. Suppose let’s take an object “Merchandise”. Here we can create relationship in between the Account to Account (same object) object. That is called “Self Relationship”.

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

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

108. What is difference between trigger and workflow?

Workflow Workflow is automated process that fired an action based on Evaluation criteria and rule criteria.
We can access a workflow across the object.
We cannot perform DML operation on workflow
We cannot query from database
Trigger Trigger is a piece of code that executes before or after a record is inserted or updated.
We can access the trigger across the object and related to that objects
We can use 20 DML operations in one trigger.
We can use 20 SOQL’s from data base in one trigger.

109. What is Wrapper class?

A Wrapper class is a class whose instances are collection of other objects. It is used to display different objects on a Visual Force page in same table.

110. What is Difference between SOQL and SOSL?

SOQL(Salesforce Object Query Language) Using SOQL we can Search only on one object at a time.
We can query on all fields of any datatype
We can use SOQL in Triggers and classes.
We can perform DML operation on query results.
SOSL(Salesforce object Search Language)
Using SOSL we can search on many objects at a time.
We can query only on fields whose data type is text,phone and Email.
We can use in calsses but not in Triggers.
We cannot perform DML operation on search result

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

Using 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.

112. What is Static Resources?

Using Static Resources we can upload images, zip files, jar files, java script and CSS files that can be referred in a visual force page. The maximum size of Static Resources for an organization is 250mB.

113. How to call java script using Static Resource in Visual Force page?

Add java script file in Static Resource setup -> develop -> Static Resources -> click on ‘New’ -> Name: filename and add file from local desktop and save. We can use that file as follows in Visual Force page

114. What is sharing rule | Salesforce CRM Interview Questions and answers?

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

115. How many ways we can share a record?

Role Hierarchy:

If we add a user to a role, the user is above in the role hierarchy will have read access. Setup -> manage users -> roles -> setup roles -> click on ‘add role’ -> provide name and save.

OWD:

Defines the base line 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. Setup -> Security Controls -> sharing settings -> Click on ‘Edit’

Manual Sharing:

Manual Sharing is sharing a single record to single user or group of users. We can see this button detail page of the record and this is visible only when OWD setting is private. Criteria Based Sharing rules: If we want to share records based on condition like share records to group of users Whose criteria are country is India. Setup -> security controls -> sharing settings -> select the object and provide name and Conditions and save

Apex sharing:

Share object is available for every object(For Account object share object is AccountShare ). If we want to share the records using apex we have to create a record to the share object.

116. What are the actions in workflow?

1. Email Alert
2. Task
3. Field Update
4. Outbound Message
Go through the below link for the more information about workflow actions http://www.salesforcetutorial.com/salesforce-workflow-automation-workflow-management/

117. How many ways we can made field is required?

1. While creation of field
2. Validation rules
3. Page Layout level

118. What is difference between Role and Profile?

Role is Record level access and it is not mandatory for all users. Profile is object level and field level access and it is mandatory for all users.

119. What is the maximum size of the PDF generated on visualforce attribute render As?

15MB

120. How many controllers can be used in a visualforce page?

Salesforce come under SAAS so, we can use one controller and as many extension controllers.

121. What is difference between Action support and Action function?

Action function: Invoke the controller method from java script using AJAX and we can use action function from different places on visual force page. Action support: Invoke the controller method using AJAX when even occurs on page like onMouseOver, onClick, ect… and we can use action support for particular single apex component.

122. How many ways we can call the Apex class | Salesforce Development Questions?

1. Visual force page
2. Web Service
3. Triggers
4. Email services

123. How to create Master Details relationship between existing records?

Directly we can’t create Master Detail relationship between existing records, first we have to create Lookup relationship and provide valid lookup fields and it shouldn’t null.

124. What is permission set?

Permission sets extend user’s functional access without changing user’s profile. Ex: A user has only read access through profile on custom object, administrator want to give access Edit and create operations to him without changing the profile. Administrator creates the permission set having edit and creates operation on custom object and assign to that user.

125. What is manual sharing?

Manual sharing is to share a record to a particular user manually. Go to detail page of record and click on manual sharing button and assign that record to other user with Read or Read/Write access. Manual Sharing button enables only when OWD is private to that object.

126. How we can change the Grant access using role hierarchy for standard objects?

Not possible.

127. What is the use of “Transfer Record” in profile?

If user have only Read access on particular record but he wants to change the owner name of that record, then in profile level Transfer Record enables he can able to change the owner.

128. What is Field dependency?

According to the field selection on one field filter the pick list values on other field.

129. Is check box performs like controlling field?

Yes possible. Controlling field should be Check box or pick list.

130. How many field dependencies we can use in Visual Force page?

Maximum we can use 10 field dependencies in VF page.

131. What is Roll-up summary?

Roll-up displays the count of child records and calculate the sum, min and max of fields of the child records.

132. How to create Roll-up summary field on lookup relation?

Not possible. Roll-up summary is enabled for only Master –Detail relationship.

133. What are the Record Types?

Record Types are restrict the pick list values and assign to the different page layouts for different Record Types.

135. What is Audit Trail?

Audit Trail provides the information or track all the recent setup changes that an administrator done to the organization. This can store the last 6 months data.

Salesforce interview questions and answers; Report types, Tabular, Summary, Matrix and Joined Reports

136. What are the Reports Types?

4 Types of Reports in Salesforce
Tabular Reports: We can only displays the grand total in the table form.
Summary Reports: It is a detail form of report in which the grouping done based on Columns.
Matrix Reports: It is a detail form of report in which the grouping done based on both Rows and Columns.
Joined Reports: We can join the two or more reports in the single report displayed in the form of blocks.

137. What is Dashboard?

Dashboard is a pictorial representation of report. We can add up to 20 reports in single dashboard.

138. What is the relationship between Contact and Account objects in salesforce?

In Salesforce, Contacts is having a look up relationship with Accounts i.e., Simple relationship

139. What are different Organization Wide Defaults? Explain each of them?

Below are the different OWD values Private
If the OWD for an object is set to private, then only the owner, and users above that role in role hierarchy, can view, edit and report on those records
Public Read Only
If the OWD for an object is set to Public Read Only, then all users can view and report on records but they cannot edit them. Only the record owner and the users above that role in the role hierarchy can edit the records
Public Read/Write
If the OWD for an object is set to Public Read/Write, then all users can view, edit and report on all records. But only owner of the record can delete the records.

140. Is it mandatory to select User License while creating permission sets? If not, what is the significance of selecting a User License?

It is not mandatory to select a User License while creating a permission sets. If users with one type of license will use this permission set, then choose the same license that’s associate with them. If you are planning to assign this permission set to multiple users with different licenses then, choose none.

141. Can we create a new profile without cloning an existing profiles?

No, we have to clone any one of the existing profiles to create a new profile.

142. Please explain the use of Grant Access Using Hierarchies?

In Sharing settings, OWD settings, we have a check box Grant Access Using Hierarchies (for both standard and custom objects). If this check box is checked then it will give automatic access to the user’s data to other users in higher role of salesforce CRM Role Hierarchy. If this check box is not checked then, only record owner and users granted access by OWD can gain the access.

143. What is the batch size limit (increment size for batch) in Data Loader?

Data Loader batch size limit is maximum of 200 per increment and if we selected Use Bulk API then maximum value is 10,000.

144. What is the difference between Export and Export All in the context of Data Loader?

Export enables user to export all the records for a particular object excluding the records in the recycle bin or soft deleted records. Export All enables user to export all the records for a particular object including the records in the recycle bin or soft deleted records.

145. What is App in Salesforce?

An app is a group of tabs that work as a unit to provide functionality. Users can switch between apps using the Force.com app drop-down menu at the top-right corner of every page. You can customize existing apps to match the way you work, or build new apps by grouping standard and custom tabs. Navigation to create app in Sales force: Setup ->Build ->Create->App-> Click on new and create your application according to your requirements.

146. What is object in Sales force?

Custom objects are database tables that allow you to store data specific to your organization in salesforce.com. You can use custom objects to extend salesforce.com functionality or to build new application functionality. Once you have created a custom object, you can create a custom tab, custom related lists, reports, and dashboards for users to interact with the custom object data. You can also access custom object data through the Force.com API. Navigation to create object in sales force: Setup->Build->Create->Object-> Click on new object and create object according to your requirement.

147. How many relationships included in SFDC & What are they? What is a junction object?

We are having five types of relationships, they are Lookup Relationship Master-Detail ,Hirearchy ,External and Many-to-Many Relationship.

Junction Object: A junction object is a term to describe an object that is designed to have two different parent objects (generally with Master-Detail relationships) which forms a many-to-many relationship. There is nothing labeled “junction object” within Salesforce; it’s a definition applied to an object based on its function in the data model.

148. What is a “Lookup Relationship”?

This type of relationship links two objects together, Up to 25 allowed for object Parent is not a required field. No impact on a security and access. No impact on deletion. Can be multiple layers deep. Lookup field is not required.

149. What is “Master-Detail Relationship”?

Master Detail relationship is the Parent child relationship. In which Master represents Parent and detail represents Child. If Parent is deleted then Child also gets deleted. Rollup summary fields can only be created on Master records which will calculate the SUM, AVG, MIN of the Child records. Up to 2 allowed to object. Parent field on child is required. Access to parent determines access to children. Deleting parent automatically deletes child. A child of one master detail relationship cannot be the parent of another. Lookup field on page layout is required.

150. What is a Queue?

Queues are similar to Public Groups in that they are bespoke groupings of users (named individually or via Roles), but they are used for record ownership rather than Sharing Rules. The classic use is for Cases where you’d want to assign an open one to a team of people, so whoever was available first could handle it. Queues are not available on all standard objects, but they have been added to Tasks in the Spring ‘20 release.

151. What is a lookup relationship?

A lookup relationship allows you to relate records to each other, creating a parent-child schema. Generally this is done between different object (such as Accounts and Contacts), but it can be one one object (such as Parent Accounts). Relationship fields allow for users to specify how records affect each other and help with reporting.

152. What is a master-detail relationship?

Master-Detail relationships are similar to lookup relationships, but have a few special features. First, Master-Detail allows for Roll-up Summary fields to be created. This relationship type also affects security in that the Detail (or child) record does not have a record owner. It inherits its visibility from the Master (or parent) record. That can be very beneficial, or limiting, depending on your use case.

153. What is a master-detail relationship?

Master Detail relationship is the Parent child relationship. In which Master represents Parent and detail represents Child. If Parent is deleted then Child also gets deleted. Rollup summary fields can only be created on Master records which will calculate the SUM, AVG, MIN of the Child records. Up to 2 allowed to object. Parent field on child is required. Access to parent determines access to children. Deleting parent automatically deletes child. A child of one master detail relationship cannot be the parent of another. Lookup field on page layout is required.

154. What is a Roll-up Summary field?

A Roll-up Summary field is available on the master side of a Master-Detail relationship. It allows administrators to aggregate data from related detail records (count them, sum a numeric value on them, etc.) in real time. Ability to have Roll-up Summary fields is the top reason why you’d consider a Master-Detail relationship.

155. What are Validation Rules?

Validation Rules allow you to enforce specific business logic to help with your org’s data integrity. You can specify conditions on an object that aren’t allowed to exist. For example, you don’t want a user to mark an Opportunity as Closed Won if they Account doesn’t have a Billing Address. You can add a Validation Rule so that when a user tries it won’t update the Opportunity record and displays an error message explaining what they need to do.

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