Salesforce Interview Questions 2024

1) What is Salesforce?

Top 25 Salesforce Interview Questions and Answers for 2024 – This is one of the most important sales interview questions; the interviewer is just checking to see if you can fit your knowledge into a quick answer! Here’s the short answer to that sales question: Salesforce is the best customer relationship management (CRM) product available to customers at a reasonable price: Software as a Service (SaaS).

2) What is a custom object in Salesforce?

In Salesforce, custom objects reference the database at Salesforce.com where information about your company is stored.

3) What is Self-Relationship?

Self-relation is the search for relationship for the same object. It is a necessity that allows customers to buy products “for sale” and associate them with other products.

4)What does a custom object permit the user to do?

After deciding on the material, the customer can perform the following operations: Layers & Functions

Creating page layouts
Creating scripts for custom objects
Creating custom object data
Creating dashboards and reports

Showing custom logos, custom apps, specials and many other related features. None of these functions can occur until the object is defined.

5) What is Object Relationship Overview?

In Salesforce, a product relationship connects a data item to a data item in a product. This helps track product defects with customers. Salesforce allows users to define different types of relationships by creating relationships between objects.

6) What can cause data loss in Salesforce?

Missing data in Salesforce can occur for a variety of reasons, including:

Changed data, date and time.
Move from other data types to percentages, numbers, and dollars.
From multiple selection lists, checkboxes, starting numbers for other types.
Switch from a list without a list to a list with multiple selections.
Switch to a non-autotext number.
Export from text field to e-mail, phone, URL and text.

7) How does Salesforce track sales?

Salesforce is a tracking program that records many important details such as:

Number of customers served daily
Sales per day
Potential Customers Detailed information for sales managers
Sales Data by month or quarter
Most importantly , Salesforce tracks and reports repeat customers, which is an important alert for any sales organization.

8) What is the trigger?

The trigger is the code that is executed before or after the record is updated or inserted.

9)What is the difference between Trigger and Workflow?

This is one of the most frequently asked Salesforce questions. An event is an automatic process that leads to an action based on a set of parameters and a set of rules. As mentioned above, the Trigger is the code that is run when or after a file is changed or added.record is updated or inserted.

10) What is the difference between Force.com and Salesforce.com?
Force.com is Platform-as-a-Service (PaaS), while Salesforce.com is Software-as-a-Service (SaaS).

11 ) What are the three types of object relations in Salesforce?

The three types of object relations in Salesforce are:

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

12) What are the different types of reports available in Salesforce?

The different types of reports in Salesforce are:

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

13) What is the difference between SOQL and SOSL?

SOQL is Salesforce Object Query Language and SOSL is Salesforce Object Search Language. If you are sensing that Salesforce is a culture unto itself, you are correct!

14) What is the sharing rule?

The sharing rules are applied when a user wishes to allow access to other users.

15)What are some benefits of using Salesforce?

Salesforce has many advantages. Most importantly:

Help understand the customer’s needs
Provide a communication platform for all participants in the project
Reporting is fast and seamless
Highly adaptable
Very easy to manage
Integrates with countless things available (for example: Dataloader, Mailchimp, Ebsta)

16) What do you mean by governor limits?

The Governor does not control the amount of information that can be stored in the shared file. They help ensure that no one has influence on shared resources (repair, CPU, memory).
Here are some examples of server limitations in Salesforce:

Maximum CPU time of Salesforce server – 10,000 ms
All sendEmail methods policy – 10
SOQL query retrieval Total number of records – 50,000 < br>Total mentions in lw – 100

17) What happens to master-detail and lookup relationships when a record is deleted?

In a master-detail relationship, all the details are deleted when the master record is deleted. However, in a lookup relationship, the child record remains even when the parent record is deleted.

18) What do you mean by a sandbox in Salesforce?

In this salesperson question, the interviewer wants a clear answer. Try to give as detailed an answer as possible to show your knowledge of the seller. A sandbox is an instance of a repository that can be used for testing and development. It is useful because it allows you to test new ideas in duplicate repositories without affecting the original repository.

There are four types of sandboxes in Salesforce:

Developer Sandbox – Contains a copy of the organization’s metadata for development and testing in an embedded environment.
Developer Pro Sandbox – Works the same as Developer Sandbox but can contain larger files.
Partial Copy Sandbox – Used as a testing environment only. It contains the structure and metadata of the data organization.
Pull Sandbox – Used only as a testing environment. It contains all information about the organization, including products, links, and metadata.
20) What are the different types of apps you can use in Salesforce?
Custom app: Suitable for business owners to build apps that cater to business requirements from time to time.
Console app: Suitable only for a client service business, where the main focus is on tackling the client’s issues. It is comparatively less used in the market.

19) state the main differences between role and profile.

Role	Profile
Defines data visibility for a user.	Sets the limitation for what a user can do in an organization.
Defines what user data a user can see based on the hierarchy.	Defines permissions.
Not mandatory	Mandatory to define a profile.

20) What are the key benefits of the Salesforce CRM?

Communication: Salesforce Einstein bots help automatically respond to conversations in a timely manner and avoid delays.

Data synchronization: Syncing data from other applications such as MailChimp and G Suite helps avoid the hassle of switching from one software to another. The Salesforce mobile app allows for data tracking on the go.

Data analysis tools: Salesforce’s Einstein Analytics provides users with insights to instantly respond to data changes. It has various reporting tools and dashboards for authoring and transactions.

Search for customers: Users can understand the customer journey through Sales to better understand their history and behavior.

Chat help: The cloud service broker provides a chat box based on customer interactions and followers on the page.

Integration: Data stored in Salesforce CRM allows the creation of consistent marketing plans for existing customers.

Create an App: Force.com simplifies the process of creating and customizing apps for any device.

21) What are Permission sets?

Permission sets are a collection of permissions/settings useful for giving the user access to numerous functions and tools. Permission sets can be used for various users to extend their functional access without altering their profiles. So, one can create a permission set instead of a separate profile every time.

22) What are record types in Salesforce?

Record types allow you to associate different business processes and present various page layouts and picklist values to users based on the user profile.

Administrators can associate record types with user profiles. Consequently, different users can see different page layouts and picklist values in the record’s detail page. The two prominent benefits of record types are as follows:

They modify user interaction experience as per business needs.
Allow simple administration as there are fewer fields to maintain.

23) What are the various types of email templates available in Salesforce?

Text: All the users in an organization have access to creating or changing these templates.
HTML with letterhead: Users with the “Edit HTML Templates” permission and administrators can create these templates based on a letterhead.
Custom HTML: These are an extension of HTML with a letterhead. Administrators and users with “Edit HTML Templates” permissions can create them without using the letterhead.
Visualforce: Administrators and developers can create them using Visualforce. They have advanced functionalities such as merging with a recipient’s data.

FAQ’s

1) How can I prepare for a Salesforce interview?

Research the company and its use of Salesforce.
Check Salesforce concepts such as products, functions, and security.
Practice programming and working at Apex
Be prepared to talk about your previous Salesforce projects and experiences.

2) What questions are asked in Salesforce developer interviews?

Questions about Apex programming and Visualforce development.
Ask questions about your project Learn about Salesforce data structure and security.
Troubleshooting Salesforce customization and automation.
Behavioral questions about your teamwork and problem solving.

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Conclusion

Salesforce has become the foundation of every organization’s sales and marketing automation, and the demand for qualified Salesforce leaders is as high as ever. Competition for the right job is fierce, though, so planning is essential if you want to stand out from the crowd.

The 25 most common Salesforce questions and answers will help you prepare well and ace the Salesforce interview. Research these carefully to make a positive impression on your future employer. If you want to add a star to your resume before your next sales pitch, you should enroll in the salesforce Development course by Sapalogy Training today!

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