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Salesforce Interview Questions

Last update: 08 Jun 2021, 29 Questions

Salesforce is the world's #1 client relationship with the executives (CRM) stage. Its cloud-based, Salesforce CRM applications for deals, administration, marketing, and services. Salesforce.com, Inc. is an American cloud-based programming organization. It’s headquartered in San Francisco, California. If you are searching for Salesforce interview questions then here, you can find your answers.

Salesforce additionally sells a complementary suite of enterprise applications targeted at client service, marketing automation, analytics, and application development. All Salesforce products run entirely within the cloud; thus there are not any costly setup prices, no maintenance and employees will work from any device with an online connection. Salesforce admin interview questions are important when you are going to attempt an interview.

Salesforce Developer Interview Questions

Here in this article, we will be listing frequently asked Salesforce Interview Questions and Answers with the belief that they will be helpful for you to gain higher marks. Also, to let you know that this article has been written under the guidance of industry professionals and covered all the current competencies.

1. How many types of sandboxes are there in Salesforce?

There are four types of sandbox in salesforce.

  • Full Sandbox
  • Partial Data Sandbox
  • Developer Sandbox
  • Developer Pro Sandbox
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2. What are custom objects in Salesforce?

Custom objects are objects that tend to produce to store information that's specific to our company or business. For dreamHouse, D'Angelo desires to create a custom property object that stores info regarding the homes his company is marketing.

Note: The Salesforce market is continually increasing, so Salesforce developer interview questions are essential.

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3. What is Salesforce and why it is used?

 Salesforce is a cloud-based CRM system that enables salespeople to track their sales, support individuals to follow their cases and also the entire company's staff to collaborate. Salesforce is additionally a platform on that one will build new applications for functions apart from CRM.

Uses of Salesforce:

It improves customer information, enhances communication, Customizability, monitors customer life cycle, and improves product functionality.

Note: Salesforce uses are very general question in Salesforce interview questions.

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4. Why is Salesforce important?
  • Salesforce improves the association among the clients
  • Channel accomplices and inner representatives of an organization.
  • It tracks the performance of contenders
  • figure the development and decay of the business
  • Enhanced communication and keep up the clients
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5. What are governing limits in Salesforce?

Governor Limits controls what quantity information or what percentage records you'll be able to store within the shared databases. To make sure no single consumer monopolizes the shared resources, Salesforce introduced the construct of Governor Limits that is strictly enforced by the Apex run-time engine.

Some Governor Limits in Salesforce like:
  • Per-Transaction Apex Limits
  • Force.com Platform Apex Limits
  • Static Apex Limits
  • Email Limits
  • Push Notification Limits
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6. What is Sandbox and why do we use sandbox in Salesforce?

Sandbox is a copy of your production organization. We can produce multiple copies of the organization in separate environments for various functions like development, testing, and training.

It can be used when you need to check a freshly developed Force.com application or Visualforce page. You'll be able to create and take a look at it within the Sandbox org rather than doing it directly in production.

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7. What is the apex in Salesforce?

Apex is a powerfully written, object-oriented artificial language that permits developers to execute flow and group action management statements on the Salesforce.com platform. Apex allows developers to access Salesforce backend info and client-server interfaces to form third-party SaaS applications. Apex includes associate degree program interface that developers will use to access user information on Salesforce.

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8. What is SOSL and SOQL in Salesforce?
S.no SOSL SOQL
1. SOQL (Salesforce Object question Language) is comparable to the choose statement in SQL (Structured question Language). Using SOQL one will search the organization-specific information. SOQL is often used with Apex SOSL (Salesforce Object Search Language) could be a text-based search technique that works on programmed supported the search index. It retrieves information from multiple divisions too.
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9. How do you create a custom object in Salesforce?
  • Firstly make sure to log in to the Salesforce account.
  • Go to "setup" located in the upright corner.
  • Click "Create" and select required "Objects" under the build section.
  • Now you have to create a custom object. Go to "New Custom Object" and enter its name in the Object Name, Label, and Plural Label.
  • On the bottom-left part of the window, you will see a checkbox "Launch New Custom Tab Wizard after saving this custom object". Select it and click on the "save" button.
  • Click the search icon to select an icon for the tab and click next.
  • Select the required custom apps and click save.
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10. What is a lookup relationship in Salesforce?

An operation relationship involves finding the worth of a field based on the quality in another field in another object. It's employed mainly in the case of customarily shared information between 2 objects.

  • Lookups typically used wherever we tend to might or may have to possess a relationship between 2 objects.
  • Lookups generally used to reference commonly shared reference data.
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11. How to create a custom lookup in Salesforce?

To create a custom lookup in Salesforce you need to follow below given steps.

  • From Setup, click the object manager tab
  • Click case, then click Fields & Relationships.
  • Click Contact Name, then click Edit.
  • In the Lookup Filter section, click Show Filter Settings.
  • Click the lookup icon and choose Contact Name, then Account ID, then click Insert.
  • Choose equals as the operator.
  • In the Value/Fields menu, select Field.
  • Click the lookup icon and choose Case, then Account ID, then click Insert.
  • Ensure the Required radio button and the Active checkbox are selected.
  • Click Save.
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12. What are the standard profiles in Salesforce?

A profile of that most of the permissions you cannot change is standard profiles. A profile is standard that have Custom Profile label unchecked after you open it. Standard profiles in Salesforce area unit default created with Force.com that cannot be renamed or deleted. Standard profiles which mostly used are:

  • System Administrator
  • Standard User
  • Read Only
  • Solution Manager
  • Marketing User
  • Contract Manager
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13. What is the difference between profiles and roles in Salesforce?
S.no Profiles Roles
1. Roles plays one in all the ways that you'll manage access to records. They conjointly impact reports (e.g., "My Teams" filter). Parts get play if your security model (OWD s) are set to personal. a bit a lot of on Roles and the way they impact security. Profiles facilitate confirm record privileges. forward the User will see the record; Profiles assure what the User will do, read or edit there on record. Patterns manage different system privileges still (mass email, export knowledge, etc.)
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14. What are the standard reports in Salesforce?

When you start using Salesforce, by default, Salesforce comes with a lot of Standard Reports for different purposes. They are stored and categorized by the object name and purpose, such as Account and Contact Reports, Opportunity Reports and so on.

Note: Some times interviewer can give you to make a standard report at the time of Salesforce interview questions.

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15. How many types of dashboards are there in Salesforce?

There are four types of the dashboard in Salesforce.

  • Table
  • Chart
  • Gauge
  • Metric
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16. How are users differentiated in Salesforce?

Users in Salesforce are differentiated depending upon the level of access provided in their profiles.

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17. How to restore data in Salesforce?

There are two ways to restore lost data in salesforce, but both depending on different situations.

1. When the data is deleted and moved to the recycle bin. Simply go to the CRM homepage. Click on "Recycle Bin" and select "All Recycle Bin." Find your deleted records and press the undelete button.

2. When it is also deleted from the recycle bin. The data in this situation cannot be recovered but can be accessed from the workbench. Select the "Include" radio button under the "Deleted and archived records" statement. Locate the id of the record and choose the "Undelete" option from the drop-down menu.

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18. What is Data Export Service in Salesforce?

There are two ways in which data can be exported. Data Export Service and Data Loader. Data Export Service allows you to export all the records of any objects. Data Loader is more flexible. It allows you to select the fields and rows that are needed to export.

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19. How do you create a lightning app in Salesforce?
  • Enter App in the Quick Find box in the home tab of Setup and then select App Manager.
  • Now select the New Lightning App and go through the parameters of the "Lightning App Wizard" and click Save and Finish.
  • You can check the new Apo from the App launcher.
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20. What is visualforce in Salesforce?

Visualforce is a component-based interface (UI) framework that enables the creation of dynamic, reusable interface. The Visualforce structure is a part of Salesforce’s force.com Platform as a Service (PaaS) offering, which is designed to simplify the development and deployment of cloud applications and websites.

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21. What is the use of workflow in Salesforce?

Workflow in Salesforce is a unique method to robotize certain business forms. You can make a standard, and dependent on specific criteria that you set, Salesforce can complete various things, as send an email, make an undertaking, or refresh a field. In this blog entry.

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22. What is the use of triggers in Salesforce?

A trigger is an Apex script that executes before or after specific data manipulation language (DML) events occur, such as before object records are inserted into the database or after documents have been deleted. Triggers enable to perform custom actions before or after changes to Salesforce records.

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23. How to create a mass email template in Salesforce?
  • Firstly, Log in to your Salesforce account.
  • Click on the arrow icon next to the Username and go to My Settings -> Email -> Email Templates -> New Template.
  • Select the email type and click Next.
  • For the email with letterhead select the Letterhead Creation.
  • Now select the "Available for use" checkbox. Then select the name and pick your required options and click on "Merge Fields" and click on "Save".
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24. How do I send an email from Salesforce?

you can send email from Salesforce using the Salesforce servers. No need to integrate with an external email service. This is an excellent methodology on the off chance that you are using Salesforce Classic, need bounce management or are not using Gmail or office 365 with lightning experience.

Note: Salesforce developer interview questions and answers are beneficial to the fresher or experienced person both.

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25. How to email a campaign in Salesforce?

To Create the email in Marketing Cloud you have to undergo certain steps.

  • Find your way into the Campaign Records in the Sales or Service Cloud and click on the "Send ExactTarget" Email in the custom links section.
  • Select Magnifying Glass Lookup to select an email.
  • Select a From address. And add your preferences. Enable tracking to track recipient's results.
  • Set the time and date for sending and send the email.
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26. How to create a campaign in Salesforce lightning?

Creating a campaign in Salesforce Lightning is a simple task. Just go to the Campaign tab and select "New Campaign". That's all.

Campaign tab then-new campaign. That's it.

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27. How to add contacts to Salesforce?
  • A few permissions are required before we begin to add contacts. "Read" and "Create" permissions on contacts to view and create new contacts.
  • Now you can either click on "New" next to Recent Contacts or select Contact from the "Create New" list.
  • Fill in the required details and click on Save. Click on Save & New to save the current record and add a new one.
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28. What is Sfdc in Salesforce?

SFDC means Salesforce Dot Com. It is a cloud-based software company that majorly provides CRM (Customer Relationship Management) service.

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29. How to add a formula field to a Salesforce report?

Go to the Reports tab and click the icon next to Opportunities by Rep report. Click on Edit -> Filter -> Opportunity Status -> Closed -> Apply.

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Advantages of Salesforce

  • Improved Informational Organization
  • Salesforce CRM for Enhanced Communication
  • CRM Improves Your Customer Service
  • Robotization of Everyday Tasks
  • More noteworthy effectiveness for different groups
  • Improved Analytical Data and Reporting

Salesforce was positioned first in Fortune's 100 Best Companies to Work For in 2018. This time Salesforce is the world’s leading CRM service provider.

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