Top 190+ Salesforce Interview Questions and Answers [2024]

Freshers-Level Salesforce Interview Questions

Here are some essential Salesforce interview questions for freshers. These questions cover the foundational concepts of Salesforce, assess knowledge of data modeling, automation tools, and CRM capabilities, and provide insights into how well candidates understand the core building blocks of Salesforce development and platform functionality.

1. What Is Salesforce?

Salesforce refers to a cloud-based service that enables users to access its application online. It offers a pay-as-you-go subscription business model and is available anytime with the help of any device, as all the information and data are stored in a cloud.

All in all, Salesforce is one of the most effective CRM products out there. This is among the most common in many Salesforce interview questions.

2. What Do You Mean by Salesforce Subsidiaries?

Here are the following major Salesforce subsidiaries:

• SalesforceIQ
• Tableau
• Pardot
• Mulesoft
• Heroku
• Demandware Inc.

3. What Does Salesforce Do?

Understanding this functionality is vital for Salesforce interview questions. Salesforce offers cloud-based solutions and CRM software to help enterprises establish a better connection with their customers. It also provides support for businesses in efficiently tracking customer activities and managing data.

4. What Do You Mean by a List View?

A list view refers to a filtered view of records in an object that enables users to see specific records meeting certain criteria. This concept is often included in Salesforce interview questions, as it helps users quickly find relevant records and manage them without the need to manually search through enormous amounts of data.

5. Define What Purpose the Salesforce Data Loader Holds

Salesforce data loader refers to a client application used to bulk import, export, update, or delete Salesforce data. Users are enabled to manage huge chunks of data with greater efficiency in comparison with manual data entry.

6. Describe the Salesforce AppExchange

The Salesforce AppExchange refers to an online marketplace on which Salesforce users can search for third-party apps, services, and components and install them with the purpose of extending the capabilities of Salesforce.

7. What Is an Object in Salesforce CRM?

Salesforce uses objects as database tables for storing an organization's information.

There are two core types of Salesforce objects, which include:

• Standard Object: includes dashboards, contracts, products, campaigns, cases, leads, opportunities, accounts, contacts, and so on.
• Custom Object: includes modifications users make to Salesforce to store unique and critical organizational information such as custom fields, custom user interface tabs, relationships with other objects, page layouts, etc.

Understanding objects is essential in the topic of Salesforce, and it is often asked in many of the Salesforce interview questions.

8. What Are Salesforce Standard Fields?

Salesforce standard fields refer to pre-built fields that are included in objects, such as "Created Date," "Name," and "Last Modified." You cannot delete them since they are common across all records in Salesforce. This topic frequently appears in Salesforce interview questions.

9. What Do You Mean by Audit Fields?

Audit fields track record details such as ownership, creation, and modification. Fields such as "Created By," "Last Modified By," "Created Date," and "Last Modified Date" are part of audit fields. Awareness of audit fields is important and often covered in many of the Salesforce interview questions.

10. What Is an App in Salesforce?

An app in Salesforce refers to a logical container that holds a variety of details about a company, such as its name, business operations, logo, etc. Users can customize apps according to their requirements or even develop new apps through a combination of standard and custom tabs. This question is commonly asked in many of the Salesforce interview questions.

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11. What App Types Can We Easily Create in Salesforce?

Two primary apps include:

• Console app: It's suitable for client service businesses as long as tackling clients’ problems is the primary focus. Comparatively, its usage is lesser as compared to custom apps.
• Custom app: A custom app is appropriate for business owners looking to build apps catering to business needs.

12. What Are the Default Filters In Salesforce?

Default Salesforce filters automatically filter records based on standard criteria such as date, status, or owner, helping to narrow down the record lists.

Here are the default filters:

• Status filter: Filters records based on their status, such as open, closed, or active.
• Owner filter: Filters records based on the record owner.
• Date filter: Filters records based on date ranges, such as "Today" or "Last Year."

13. State the Different Types of Reports in Salesforce

Salesforce has four main report types:

• Summary: Grouped rows.
• Tabular: Simple lists.
• Joined: Combines data generated through multiple reports.
• Matrix: Groups by columns and rows.

14. What Do You Mean by an Audit Trail?

An audit trail is a Salesforce function used to gather information about or track recent changes in the setup accomplished by the administration in an organization. The audit trail can preserve data for a maximum time frame of six months.

15. How Do You Get Rid of the Date Filter?

If you want to remove the date filter, all you have to do is click on that filter and choose the remove option. Alternatively, you can also accommodate a wider date range to adjust it. (For example, “All Time”)

16. What Are Some Advantages of Using Salesforce?

Here are some top benefits of using Salesforce:

• Enhanced messaging and competence on various fronts.
• Mechanization of less significant and monotonous tasks.
• Reduction in costs.
• Refinement of customer satisfaction.
• Acquiring clients with a logical approach.
• Ensuring enhanced and faster sales prospects.

17. State the Number of Relationships in Salesforce

There are a total of four relationships in Salesforce:

• Master-Detail Relationship
• Lookup Relationship
• Many-to-Many Relationship
• External Lookup Relationship

18. What Do You Mean by the Master Detail Relationship?

The Master-Detail Relationship (MDR) is the relationship a parent and a child share, where the master represents the parent, and the detail represents the child. This is one of the most commonly asked questions in Salesforce interview questions.

Based on the value the master record holds, you can easily control the display of detailed records. The master object has total control over the behavior of the detail object. If you delete the parent, it will automatically delete the child, so the child's survival is entirely dependent on the parent.

19. What Do You Mean by a Lookup Relationship?

A Lookup Relationship refers to the relationship two objects share. Such relationships form a connection between two different object links, allowing you to look up other items from related items. You can have it one-to-many or one-to-one, depending on the requirement.

20. What Do You Mean by a Profile? Is It Possible for Two Users To Have the Same Profile?

A profile refers to a collection of settings and permissions defining everything a user can do in Salesforce, offering them the authority to access certain records. There are plenty of profiles available to access leads, contacts, campaigns, and so on. People in specific departments can have the same profiles.

21. Differentiate Between Profile and Role

A profile sets limitations on user capabilities in an organization and defines permissions, while a role defines a user's data visibility, determining what data a user can view based on the hierarchy. Defining a profile is mandatory, but defining a role is not. This distinction commonly appears in many Salesforce interview questions.

22. What Do You Mean by an External Lookup?

An external lookup is a relationship that connects a parent object and a child object, where the child object can be standard, custom, or external. This external lookup relationship is often covered in Salesforce interview questions, as external lookup identifies the correct mapping of the child object with the parent object by matching values in the fields of the External Lookup Relationship against the external ID values.

23. What’s a Self-Relationship?

A self-relationship is a Lookup relationship within the same object, allowing it to relate to itself. For example, an object called "Merchandise" could relate to various other instances of the same "Merchandise" object. This concept frequently appears in Salesforce interview questions.

24. What Are Workflows in Salesforce?

A workflow is used for standard internal process automation to save time across an organization. It evaluates records as you create or update them, determining whether an automated action, such as tracking, customer journey mapping, follow-up emails, or marketing activities, should occur. The concept of workflows is often covered in Salesforce interview questions.

25. What Is a Transfer Record in the Profile?

This feature is relevant as it helps maintain the permission function. It is the most commonly asked question in many Salesforce interview questions. A transfer record is a permission function allowing users to share records with read-only access, provided they have permission to share records with other users.

26. What’s a Trigger in Salesforce?

A trigger is Apex code that executes before or after functions, such as update, insert, or delete. It allows custom actions to be formed on Salesforce records both before and after any modifications. Triggers are a key focus in Salesforce, and it's often covered in Salesforce interview questions.

27. Name Workflow Actions

Here are the four workflow actions:

• Field update
• Task
• Outbound message
• Email alert

28. What Are Some Primary Factors You Need To Consider in the Master-Detail Relationship?

Here are some primary factors to consider in the Master-Detail Relationship:

• Parent-child dependency: Child or detail records are fully dependent on the parent or master records.
• Cascade delete: Deleting a parent record automatically deletes its child records.
• Sharing ownership: The parent record has control over sharing and ownership settings.
• Roll-up Summary: Aggregates data from child records.

29. What’s a Custom Object in Salesforce?

A custom object is a database table used to store company data in Salesforce, allowing for the extension of Salesforce functionality through the addition of new relationships, fields, and customized processes. Custom objects are a common topic in Salesforce, and it's often asked in many Salesforce interview questions.

30. Explain the Dashboard in Salesforce

Salesforce dashboards are powerful tools that allow users to visualize and monitor key metrics and data trends within their organization. Each dashboard is composed of components, such as charts, graphs, tables, and gauges, which pull in data from reports to provide a real-time snapshot of important information.

By displaying data visually, dashboards help users analyze complex data sets quickly, enabling better, data-driven decision-making. Having a basic understanding of the Salesforce dashboard is important, and it's one of the most commonly asked questions in Salesforce interview questions.

31. What Do You Mean by SOAP?

SOAP stands for Simple Object Access Protocol, providing a standardized way to pass data encoded in XML. It's commonly used for web services and is frequently covered in Salesforce interview questions.

32. What Do You Mean by a Time Trigger?

A time trigger in Salesforce refers to executing one or more tasks based on a predefined schedule. It adheres to scheduled workflows and rules.

33. Explain How Salesforce Handles Data Security

Salesforce handles data security through profiles and permission sets to manage user access to records, fields, and objects. Role hierarchies define access based on roles, and field-level security restricts access to sensitive data at the field level. This setup often comes up in Salesforce interview questions regarding security.

34. Differentiate Between Salesforce Lightning and Salesforce Classic

Salesforce Lightning is a modern interface with advanced features like enhanced mobile support, custom Lightning components, and AI-driven insights. In contrast, Salesforce Classic offers a simpler, traditional layout with fewer advanced features. It is often asked in most of the Salesforce interview questions as it is focused on user interface differences.

35. What’s a Page Layout?

A page layout in Salesforce controls the organization and layout of sections, related lists, and fields on a record page. It determines what users see and interact with when they open a record, making it an essential question to appear in many Salesforce interview questions on customization.

36. Differentiate Between Profiles and Permission Sets

This is the key aspect of Salesforce, and one of the most commonly asked in many Salesforce interview questions. Profiles define base-level settings and permissions for user access to records, fields, and objects. Permission sets, however, allow administrators to extend these permissions beyond the profile without altering it.

37. What’s the Recycle Bin in Salesforce?

The recycle bin is responsible for temporarily storing any Salesforce deleted records. If you mistakenly delete a record, you can easily restore it from the recycle bin. Although, it's only possible for a limited amount of time before its permanent deletion.

38. What Do You Mean by the Record in Salesforce?

A record in Salesforce represents a single instance of data stored in an object, such as a person’s contact details in the Contacts object. This fundamental concept is often covered in Salesforce interview questions about data storage.

39. Differentiate Between Roles and Public Groups in Salesforce

Roles control data access based on organizational hierarchy, enabling higher-level users to access subordinate data. Public groups, on the other hand, are user collections created to share tasks, records, and data among all members without hierarchy. This question frequently appears in Salesforce interview questions on data sharing.

40. What Do You Mean by an Object Relationship in Salesforce?

An object relationship in Salesforce links two objects. For instance, the relationship between Account and Contact objects allows contacts to be associated with their respective accounts, facilitating data flow. Such knowledge about object relationships is common in Salesforce interview questions as it relates to data structure.

41. Differentiate Between Standard and Custom Fields in Salesforce

Standard fields are predefined by Salesforce, such as “Created Date” or “Name” within an object. Custom fields created by users capture new data that standard fields do not cover, like “Subscription Level” or “Customer Type.” Understanding these differences is essential, and it often appears in most of the Salesforce interview questions.

42. What Do You Mean by Salesforce Trailhead?

Salesforce Trailhead offers users interactive challenges and lessons for learning Salesforce. This online learning platform provides modules on various topics, making it easy to earn certifications and gain new skills, a common question to raise in Salesforce interview questions.

43. What Do You Mean by Formula Fields?

Formula fields are custom fields that automatically calculate and display values based on other field data. They update in real-time whenever the referenced fields are modified, making them valuable for dynamic calculations and frequently appearing in Salesforce interview questions.

44. What’s a Lookup Filter?

A lookup filter is a setting applied to a lookup field to restrict available options based on specific criteria, helping users select related records accurately. This functionality is often covered in Salesforce interview questions as it relates to data relevance and accuracy.

45. What Do You Mean by Custom Tabs?

Custom tabs provide direct access to external applications, custom objects, or web content within Salesforce, appearing just like standard tabs. They enable quick access to critical tools or data and are often asked in most of the Salesforce interview questions as they relate to customization.

46. What Role Does the System Administrator Play in Salesforce?

A system administrator exercises complete control over the platform, managing data, creating objects, maintaining security, configuring settings, managing users, and ensuring smooth platform operation for all users. This role's responsibilities are key topics, and it's often asked in Salesforce interview questions.

47. What Do You Mean by a Custom Report Type?

A custom report type allows users to create reports by combining specific objects and relationships, offering more control over included data and display options. It frequently appears in Salesforce interview questions on reporting and data visibility.

48. How Are Record Types Useful in Salesforce?

Record types enable different page layouts and picklist values based on business processes and user profiles. Administrators can associate record types with user profiles, allowing different users to see unique picklist values and layouts on detail pages. This customization option often appears in Salesforce interview questions as it relates to user experience.

Here's how they are useful:

• Records are responsible for modifying user interaction experience according to your unique business requirements.
• They enable simpler administration by reducing the number of fields for maintenance.

49. Differentiate Between Static Dashboards and Dynamic Dashboards

Static dashboards are default dashboards in Salesforce, visible to any user, and often used to show organization-wide data. Dynamic dashboards, on the other hand, display data designed for a specific user, such as individual sales metrics. Understanding this static dashboard is important, and it's often asked in many of the Salesforce interview questions as it relates to reporting.

50. What Do You Mean by Salesforce Schema Builder?

A Salesforce schema builder is an important graphical tool enabling users to visualize their data model that includes relationships, fields, and objects, and modify them. It offers a simple, drag-and-drop interface to understand and manage the data structure.

51. How Can You Handle Duplicate Records in Salesforce?

To handle duplicate records, you can use duplicate management tools; these tools are often asked in many Salesforce interview questions. You can manage Salesforce duplicate records with the help of duplicate management tools like matching rules and duplicate rules. These tools effectively identify duplicates during data entry and offer merging options, enabling users to combine duplicates without data loss.

52. How Does Salesforce Manage Data Backups?

These options are highlighted in Salesforce, and they are most commonly asked questions in interview questions as it's related to data management.

Salesforce provides several primary methods for data backups, including manual exports, weekly exports using a data loader, and third-party backup solutions available on the AppExchange. Salesforce also offers a native service called data recovery, which should be used only as a last resort.

53. What Do You Mean by an Activity in Salesforce?

An activity in Salesforce refers to logged calls, events, and tasks associated with records. It helps track interactions, monitor customer engagement, and schedule follow-ups; this is a common topic and often highlighted in many Salesforce interview questions as it focuses on customer management.

54. What Are Global Actions?

Global actions can be used from anywhere within the application, enabling users to send emails, log calls, or create records. They are accessible from the global actions menu, regardless of the object being viewed, and this concept around global actions is often covered in Salesforce interview questions as it revolves around user accessibility.

55. What Do You Mean by the Chatter in Salesforce?

Understanding Chatter is useful for Salesforce users, and it's one of the most commonly asked questions in most of the Salesforce interview questions as it encourages team collaboration.

Chatter is Salesforce’s internal social network, promoting collaboration, information sharing, and communication among employees. Users can follow groups, people, and records for updates, post their updates, and ask questions.

56. Differentiate Between Process Builder and Workflow Rules in Salesforce

A process builder provides highly advanced automation capabilities as compared to workflow rules. As we already know, workflow is capable of triggering only four actions including outbound message, field update, task, and email.

On the other hand, a process builder is capable of creating new records, updating related records, handling highly complex logic, and invoking other processes. This process builder is the core concept in Salesforce, and it is often asked in most of the Salesforce interview questions.

57. What Are Static Resources?

Static resources in Salesforce refer to a way subscribers can easily upload JavaScript, images, zip files, and CSS files. They can refer to a VisualForce page. 250 MB is a static resource's optimum size in Salesforce.

58. How Is force.com Different Than Salesforce.com?

As we already know, Salesforce.com is a SAS or software as a service. On the other hand, force.com is a PaaS or Platform as a Service.

59. What Does an Audit Trail Do?

An audit trail tracks recent setup changes and provides insight into administrative actions within an organization, storing data for a maximum of six months. Audit trail functionality is a key aspect of Salesforce and it's the most frequently asked question in Salesforce interview questions as it relates to security.

60. What Is the Use of Validation Rules in Salesforce?

Validation rules ensure data quality by enforcing specific criteria before records can be saved. They prevent users from entering invalid data by displaying error messages based on specified logical conditions, an essential topic in Salesforce and is often highlighted in interview questions as it relates to data validation.

61. What Is the Reason Behind Data Loss in Salesforce?

Data loss in Salesforce can occur for several reasons, such as changing data types (e.g., from date or time fields) and altering fields like text, URL, mobile, and email from a text area. Understanding these causes is essential as it helps in data management, and it's the most commonly asked question in many of the Salesforce interview questions.

62. What Is SaaS in Salesforce?

SaaS is a cloud-based subscription payment platform managed and hosted by Salesforce. It allows users to access CRM and other Salesforce applications over the internet without needing to install or maintain any software on their servers. Knowing SaaS is important, and it's commonly asked in Salesforce interview questions as it relates to cloud service.

Additionally, utilizing cloud-based testing platforms can significantly enhance the testing process for Salesforce applications. These cloud-based services allow organizations to perform thorough Salesforce testing across various browsers and devices, ensuring that their implementations function smoothly and deliver a seamless user experience. One such cloud-based testing platform is LambdaTest.

LambdaTest is an AI-powered test execution platform that allows testers and developers to run manual and automated tests at scale across 3000+ browser and OS combinations.

With this platform, you can effectively run tests on various Salesforce test cases, ensuring that your application works as expected.

63. Describe the Process of Editing Apex Classes in a Production Environment

Directly editing Apex classes in a production environment is not allowed. Instead, changes must first be made in the sandbox environment. Afterward, the edited classes can be deployed to production, where users with the necessary author Apex permissions can finalize changes. Apex is the core topic in Salesforce, and it is often asked in Salesforce interview questions.

64. What Are the Benefits of SaaS in Salesforce?

Some of the benefits of SaaS Salesforce are mentioned below:

• Flexibility: Clients can continue or discontinue service at any time without penalties, although access to Salesforce will end if the service is discontinued.
• Cost Savings: SaaS minimizes upfront investments and reduces ongoing fees by providing a subscription-based model.
• Easy Integration: The platform offers a simple, user-friendly interface that supports seamless integration with other applications.
• Scalability: Clients can easily scale services up or down based on business needs, adapting resources without requiring significant infrastructure changes.

The benefits of SaaS are typically featured in many of the Salesforce interview questions.

65. What Are Governor Limits?

Governor limits are controls that manage the amount of data a shared database can store, ensuring fair usage of resources like memory, CPU, and storage. These limits prevent any one user from monopolizing resources, this concept about governor limit is frequently highlighted in Salesforce interview questions.

66. Is There Anything That You Can Do To Prevent These Governor Limits?

To avoid hitting governor limits, techniques include using batch Apex for record sets over 50,000, queuing large data sets, optimizing code, avoiding DML or SOQL operations within loops, and properly utilizing @future methods. Understanding these methods is beneficial for performance optimization, and it's often highlighted in Salesforce interview questions.

67. What Happens in Lookup and Master-Detail Relationships Upon Deletion of a Record?

In a Lookup Relationship, if the parent record is deleted, the child record remains unaffected. Conversely, in a Master-Detail Relationship, deleting the master record also deletes all related details.

68. How Can We Create Many-to-Many Relationships?

In Salesforce, creating a many-to-many relationship between two objects requires the use of a junction object, which is a custom object with two master-detail relationships. For example, if you want to relate an Event object to multiple Contacts, and each Contact can attend multiple Events, a junction object (e.g., EventContact) would allow each event to link to multiple contacts and each contact to multiple events.

This topic is often highlighted in Salesforce interview questions focused on data modeling and relational architecture, as it showcases the use of junction objects to establish complex relationships without duplicating records.

69. What Do You Mean by Permission Sets?

Permission sets are collections of additional permissions that extend a user’s access rights in Salesforce without modifying their primary profile. This allows admins to grant access to specific functions, fields, or objects on a case-by-case basis, enhancing security and flexibility within the organization.

For instance, if a group of users needs access to an object temporarily, a permission setting allows admins to assign those permissions without modifying each user's profile. Permission is an important aspect of Salesforce, and it is frequently covered in Salesforce interview questions. This question is focused on access management, as they allow fine-tuning of permissions in dynamic environments.

70. What’s the Impact on the Child After the Deletion of MDR Parent Records?

In a Master-Detail Relationship (MDR), the child record’s existence depends entirely on the parent record. When a parent record is deleted, all associated child records are automatically deleted as well. This is known as a cascading delete and is commonly used in scenarios where the child data is meaningful only in the context of the parent record. Understanding this dependency is crucial for Salesforce users, this question also often appears in Salesforce interview questions.

71. Explain the Undelete Option

The undelete option in Salesforce allows users to restore deleted records within a set retention period (usually 15 days for the Recycle Bin). This feature helps to recover accidentally deleted records, including the data within associated fields and child records.

Notably, it is an essential data recovery tool but only applies within the retention period. This concept is highlighted in Salesforce interview questions that cover record management and data recovery practices.

72. How Many Roll-Up Summary Fields Can You Use To Create an Object?

Salesforce allows the creation of up to 40 roll-up summary fields on a single object, a limit that has increased from the original 10 fields in 2010. Roll-up summary fields are available only on objects in a master-detail relationship, and they enable the parent object to aggregate data from related child records, such as counts, totals, or averages. These fields are often asked in many of the Salesforce interview questions as these fields are focused on data aggregation and summarization within master-detail relationships.

73. Will the Parent Be Able To Update if You Reparent in the Object?

Yes, reparenting allows you to change the parent record associated with a child object in certain relationships. This capability is often used in lookup relationships, where reparenting helps reorganize records without data loss.

Reparenting is restricted in Master-Detail Relationships, as the child’s existence depends on the parent. This functionality often comes up in Salesforce interview questions as this focuses on examining the record relationships and the flexibility of data structure.

74. How Many Records Can You Show in Summary, Tabular, and Matrix Reports?

In Salesforce summary, tabular, and matrix reports, up to 2,000 records can be displayed per report in the default report view. When using the printable view or exporting the report, the record limit may differ depending on the output format.

75. Is It True That the Roll-Up Summary Field Can Only Be Possible in a Master Detail Relationship?

Yes, roll-up summary fields are exclusively available in Master-Detail Relationships. They allow data from child records to be rolled up to the parent record, performing calculations like SUM, MIN, MAX, and COUNT. Since roll-up summary fields depend on the master-detail structure, they are a core topic in Salesforce. It has been often mentioned in many of the Salesforce interview questions related to data aggregation and relational data management.

76. How Many Master-Detail Relationship Fields Can You Create in an Object?

A maximum of two Master-Detail Relationship fields can be created on a single object, defining up to two hierarchical relationships within that object. This limitation ensures that each object maintains a manageable relationship structure and is especially relevant to appear in most of the Salesforce interview questions as it revolves around the advanced relationship configurations of Salesforce.

77. State the Number of Lookup Relationship Fields You Can Create in an Object

Salesforce permits up to 50 lookup relationship fields per object, providing extensive flexibility to relate records across objects. Lookup relationships are less strict than Master Detail.

Relationships, as they do not enforce dependencies between records, making them ideal for linking records without hierarchical constraints. This question is often featured in Salesforce interview questions on relational data structures and flexible object associations.

78. Describe the Process of Creating an MDR on Objects That Already Contain Records

To create a Master-Detail Relationship (MDR) on objects with existing records, you must first establish a Lookup Relationship between the two objects. Then, connect all existing child records to parent records. Once this association is complete, you can convert the field type from a Lookup Relationship (LR) to a Master-Detail Relationship (MDR).

This process is essential in Salesforce, and it's the most frequently asked question in Salesforce interview questions on relationship management, highlighting an understanding of the requirements for relationship-type conversion.

79. How Can You Check the User License Information in the Salesforce Org?

To check user license information within your Salesforce org, navigate to Setup → Administer → Company Profile → Company Information. Here, you'll find comprehensive details regarding the available licenses. Familiarity with user licenses is crucial, as it is often covered in Salesforce interview questions related to user and license management.

80. Is It Possible To Delete a User in Salesforce?

No, deleting a user is not possible in Salesforce. Once created, users can only be deactivated but not removed entirely. This limitation is an important question covered in Salesforce interview questions on user management and demonstrates an understanding of user lifecycle restrictions.

81. Is It Possible To Change the License While Creating a Profile?

No, changing the license while creating a profile is not allowed in Salesforce. Each profile is associated with a specific license, which is set at the time of profile creation and cannot be altered. This restriction is a common topic in Salesforce interview questions on profile and permission management.

82. Throw Some Light on the Object Relationship Overview

Object relationships in Salesforce define how two objects are connected. Relationships, such as Lookup or Master Detail, determine whether records are loosely linked or form a parent-child structure. Understanding object relationships is crucial, as it enables users to relate data across different objects, and it’s frequently asked in Salesforce interview questions as it is related to data modeling.

83. What’s a Sharing Rule?

A sharing rule in Salesforce allows extended record access beyond the default role hierarchy. This rule is useful for sharing records with users who may not have access through their roles, such as public groups, roles, or territories. Knowing sharing rules is important, and it is often covered in Salesforce interview questions to evaluate understanding of Salesforce’s data-sharing capabilities.

84. Define the Default Indexed Fields in Salesforce

Default-indexed fields are system-indexed fields designed to improve search and query performance. Examples include fields like Name, Record ID, Owner, SystemModstamp, CreatedDate, and custom fields marked as External IDs. These indexed fields frequently appear in Salesforce interview questions on data management and query optimization.

85. What Do You Mean by a Fiscal Year When It Comes to Salesforce?

In Salesforce, the fiscal year is the designated beginning and end of a company’s financial year, with two main types:

Standard Fiscal Year, following the Gregorian calendar, and Custom Fiscal Year, allowing unique month patterns. This concept is often covered in Salesforce interview questions as it revolves around organizational settings and reporting.

86. Give Some Custom Field Examples

This knowledge on creating custom fields is useful when working with Salesforce, and it’s commonly asked in Salesforce interview questions on customizing data fields.

Some of the common custom fields in Salesforce include Picklist, Date, Currency, Text, Email, Percent, Phone, Number, Checkbox, Geolocation, Text Area, Multi-Select Picklist, and Lookup Relationship, among others.

87. State Various Ways for Storing Different Types of Records

The primary ways for storing different types of records include

• Attachments: Upload and store files directly on Salesforce records as attachments.
• Chatter Files: Share files with colleagues and groups using Chatter Files.
• Google Drive: Integrate with Google Drive to store files and access them directly within Salesforce.
• Libraries: Organize and share documents across the organization in Salesforce Libraries.

88. What Causes the Loss of Data in Salesforce?

The following factors contribute to the loss of data in Salesforce.

• Changes in Time and Date Fields: Adjustments to date and time formats may lead to data discrepancies.
• Data Type Conversions: Migrating fields to data types such as Currency, Percent, or Number from other types can result in data loss.
• Changes from Auto Number, Checkbox, or Multi-Select Picklist: Converting these fields to other data types risks losing stored data.
• Conversion to Multi-Select Picklist: Migrating from other types to a multi-select picklist (except for the picklist itself) can lead to data loss.
• Modifying Text Area Fields: Changing text areas to types like Text, Email, URL, or Phone can remove some existing data.

89. Describe What a Junction Object Is Along With Its Use

A junction object is used to create a many-to-many relationship between objects in Salesforce. For example, in a recruiting app, a candidate can apply to multiple positions, and each position can have multiple candidates. Junction objects are important, and they are frequently asked in Salesforce interview questions as these objects are related to relationship modeling.

90. Differentiate Between Page Block Table and Data Table Tags

A page block table tag in Salesforce automatically includes column headers and uses default visual styling. In contrast, a data table tag requires explicit header specification and relies on custom style sheets for formatting. This distinction often appeared in many of the Salesforce interview questions on Visualforce and UI customization.

91. Describe the Process of Tracking Sales Details in Salesforce

The process of tracking sales details in Salesforce provides accurate insights into various aspects, making it a common question to appear in Salesforce interview questions.

These aspects include:

• Tracking repeat customer activity for better engagement.
• Generating timely sales reports to monitor progress.
• Completing detailed sales reports for sales managers.
• Ensuring consistency in sales numbers over time.
• Recording the number of daily customers served.

92. How Many Ways Are There for Us To Share a Record?

There are five main ways to share a record in Salesforce, which often appear in Salesforce interview questions to understand sharing and access control.

These methods are:

• Role Hierarchy: Automatically shares records based on user roles.
• Manual Sharing: Allows specific users to share records manually.
• Sharing Rules: Extends record access based on criteria and groups.
• Territory Hierarchy: Shares records across territory-based roles.
• Managed Sharing: Provides record sharing managed by the system or custom Apex code.

93. Differentiate Between Databases. Insert() and Insert()

DML operations in Salesforce is a common question that appears in most of the Salesforce interview questions; understanding Database.insert() and insert() is key. Database.insert() allows partial processing, meaning it can process records individually and return a status for each, even if some fail. Conversely, insert() performs an operation that raises an exception if any record encounters a DML error, stopping the entire transaction.

94. Can You Restrict Data Access With the Help of Sharing Rules?

No, sharing rules only grant additional access to records; they cannot restrict access. This fundamental concept often arises in Salesforce interview questions about data security, as sharing rules are designed to expand sharing beyond the role hierarchy rather than limit it.

95. Is Scheduling a Dynamic Dashboard Possible in Salesforce?

No, dynamic dashboards cannot be scheduled because they display data specific to each logged-in user. This setup aligns with Salesforce’s real-time, user-specific data display. This constraint is frequently mentioned in Salesforce interview questions as it relates to reporting capabilities.

96. Are Users Capable of Creating and Inserting Custom Logos During the Creation of Their Applications?

Yes, users can insert custom logos when creating their applications. They can upload logos through Static Resources or the Documents tab, allowing for greater customization. This question is featured in many Salesforce interview questions focused on branding and customization.

97. Is It Possible for the Governor Limit To Perform Partial DML Activity?

Yes, governor limits support partial DML activities via Database or Database.insert() methods, enabling Salesforce to process valid records while skipping those that encounter errors. This approach avoids impacting the entire transaction, a concept often covered in Salesforce interview questions about handling data exceptions within governor limits.

98. What Can You Customize on a Page?

In Salesforce, a page’s customizable elements include related components, links, buttons, fields, lists, and page layouts. Customization of these elements allows for a more personalized experience based on user roles, a common topic highlighted in Salesforce interview questions as it relates to UI customization.

99. Is Creating a Roll-Up Summary Field Possible on the Master Object?

Yes, you can create a roll-up summary field on the master object in a Master-Detail Relationship (MDR). This field allows for aggregating child record values, such as COUNT, MAX, MIN, or SUM, on the master record. Roll-up summaries are frequently highlighted in Salesforce interview questions as they are integral to data aggregation within MDRs.

The Salesforce interview questions discussed above are essential for any fresher, as they provide a foundational understanding of key concepts and practices in Salesforce. Mastering these fundamentals is crucial for building a strong skill set and excelling in interviews.

As you progress, you will encounter intermediate-level Salesforce interview questions that will deepen your knowledge and expertise. This advancement will prepare you to tackle more complex topics and scenarios, ultimately enhancing your skills in Salesforce and contributing effectively within the CRM and customer experience field.

Intermediate-Level Apex Salesforce Interview Questions

Here are some intermediate-level Salesforce interview questions designed for experienced professionals. These questions delve into more advanced topics in Salesforce development, including Apex programming, data modeling, integration techniques, and best practices for optimizing Salesforce applications.

Understanding these concepts will enhance your ability to tackle complex challenges and effectively contribute to Salesforce projects.

100. What Do You Mean by the Apex Interface?

The Apex interface defines a contract that a class is required to implement, specifying method signatures that must be fulfilled. Any class implementing this interface needs to provide concrete implementations for each defined method. This concept is commonly covered in Salesforce interview questions to test understanding of interface usage in Apex.

101. What Do You Mean by Apex Email Service?

Apex email service automates the processing of incoming emails using Apex classes to handle attachments, headers, and email content. Notably, Visualforce email templates are not supported for mass emails in this service, a key limitation often highlighted in Salesforce interview questions.

102. What Do You Mean by Apex Programming Language?

The Apex programming language is a strongly typed, object-oriented language that supports DML calls and Salesforce Object Query Language (SOQL). Its ease of testing and usage has made it widely popular among Salesforce developers and is a frequently covered topic in Salesforce interview questions.

103. Where Can You Use Apex?

Apex can be used across various Salesforce elements, including controllers, triggers, web services, batch jobs, Visualforce pages, and scheduled jobs. Its versatility allows for automation and custom logic across Salesforce processes, and it's often emphasized in Salesforce interview questions as it relates to automation.

104. Describe the Working of Apex

Apex is an object-oriented, strongly typed language that runs in a multi-tenant environment. It enables developers to create integrations, triggers, and custom logic on Salesforce while adhering to Governor limits, ensuring resource-efficient execution. This makes it a popular topic to appear in Salesforce interview questions as it relates to custom logic.

105. What Do You Mean by Apex in Salesforce?

Apex refers to an OOP language that's strongly typed and enables developers to carry out the execution of transaction control statements as well as flow on Salesforce servers in conjunction with API calls. You can initiate the code through triggers on objects as well as requests from web services since they use the Lightning platform to run.

It also allows developers to equip system events with business logic, including related updates in records, VisualForce pages, and button clicks. This foundational concept appears frequently in Salesforce interview questions.

106. Describe Some Ways of Calling the Apex Class

Apex classes can be called in various ways within Salesforce, including:

• From a Visualforce page
• Via a trigger
• Through homepage components
• In the developer console
• From another class
• Using JavaScript links

These methods are common in Salesforce interview questions focused on Apex class execution.

107. What Do You Mean by Batch Apex?

Batch Apex enables defining a single job that can be broken into smaller, manageable chunks, processing each separately. It collects all records needing updates, then divides them into groups of 200 records, executing operations on each group. Batch Apex is often covered in Salesforce interview questions as it relates to large data processing.

108. What’s Apex Scheduler?

The Apex scheduler is responsible for invoking Apex classes to execute at a specified time, allowing for scheduled operations. This is a frequently highlighted topic in Salesforce interview questions about scheduling and automation.

109. What’s Apex Trigger?

An Apex trigger refers to a piece of code that automatically executes before or after events, such as updating, inserting, or deleting any records. Triggers are a way to automate complex processes and implement custom business logic.

110. What Are the Various Methods of Batch Apex Class?

A batch Apex class is responsible for deploying the batchable interface of a database with the help of methods such as start, finish, and execute.

• Start: used at the starting of a batch Apex job to collect records or objects to pass them into the interface of execution. As a result, it returns the DatabaseQueryLocator object, which eventually leads to a compromise in the recorder objects that have been sent to the job.
• Finish: you can call this method once you're done finishing the batch processing and executing post-processing operations or sending confirmation emails.
• Execute: the execute method is used to process data for every single record badge being sent to the method.

These methods are often highlighted in Salesforce interview questions as they revolve around batch processing and data handling in Apex in Salesforce.

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111. Describe a Map Class

Map classes in Apex are collection types that store key-value pairs, where each unique key maps to a specific value. Map keys and values can be any built-in Apex types, including primitive types, user-defined types, objects, and collections. This structure is frequently used in Salesforce interview questions related to collections and data management.

112. What’s Apex Transaction?

An Apex transaction represents a series of operations executed as a single unit, including DML operations and record queries. Either all DML operations succeed, or the transaction rolls back entirely in the event of any single record failure. This concept of handling operations automatically is often covered in Salesforce interview questions focused on database consistency.

113. Describe the Different Kinds of Apex Triggers

There are two primary types of Apex triggers:

• Before triggers: These update and validate record values before saving them in the database.
• After triggers: These access record field values are stored in the database and can use those values to update other records.

Having a solid knowledge of trigger types is common in Salesforce interview questions about automation and data integrity.

114. What Do You Mean by Apex-Managed Sharing?

Apex-managed sharing enables developers to share records programmatically via Apex code, offering granular control over sharing logic. This level of detail goes beyond declarative sharing rules, making it a frequent topic to appear in Salesforce interview questions focused on access management.

115. Describe, Within the VisualForce Page, How an Apex Program Is Used

An Apex program can function as an extension or controller in a Visualforce page, defining custom business logic. It allows for interaction with page elements by binding controller variables or using action tags, enabling dynamic data manipulation. This practical application is often highlighted in Salesforce interview questions as it's about custom user interfaces.

116. What Do You Mean by Sandbox in Salesforce?

A sandbox in Salesforce is a replica of the production environment used for development and testing. This replica allows for experimentation without affecting live data. The four types of Salesforce sandboxes are:

• Developer Sandbox
• Developer Pro Sandbox
• Partial Copy Sandbox
• Full Sandbox

These sandbox types frequently appear in Salesforce interview questions about development environments.

117. Describe the Use of a Sandbox

A sandbox provides a replica of the production environment for development, training, and testing without affecting live data. It ensures that all customizations and changes are tested and error-free before deployment, making sandbox environments a key topic in Salesforce interview questions on best practices.

118. What Do You Mean by SOQL?

SOQL, or Salesforce Object Query Language, is used to retrieve data from Salesforce objects. While similar to SQL, SOQL operates specifically on Salesforce data objects. This fundamental query language is a common question in Salesforce interview questions as it is about data retrieval.

119. What’s the Qualification Best Practice?

Bulkification is a best practice aimed at optimizing code to handle multiple records simultaneously, reducing resource usage. Bulkified code processes multiple records per transaction, preventing the system from hitting the Governor's limits. This practice is essential for Salesforce users and is often covered in Salesforce interview questions as it is completely about efficient code practices.

120. Which Field Can’t You Add to a Custom Index?

You can’t add non-deterministic formula fields, encrypted fields, long text areas, or multi-select picklists to a custom index. This indexing limitation is often covered in Salesforce interview questions about data optimization.

121. Differentiate Between a Workflow and a Trigger

Below is the differentiation between a Workflow and a Trigger in Salesforce:

122. Name Some Commonly Used Apex Classes

Some commonly used Apex classes include:

• ApexPages: Used for controlling Visualforce pages, including page properties and actions.
• ApexException: The base class for all exceptions thrown in Apex code, allowing for custom exception handling.
• Database: Contains methods for performing DML operations (insert, update, delete) and managing transactions.
• Http: Used for making HTTP requests and handling HTTP responses in integration scenarios.
• HttpRequest: Represents an HTTP request, allowing you to set headers, body, and methods.
• HttpResponse: Represents the response from an HTTP request, providing access to response data and status.
• JSON: Provides methods for parsing and generating JSON data, facilitating integration with external services.
• List: A collection class that represents an ordered list of elements, allowing for various list operations.
• Map: A collection class that represents a set of key-value pairs, useful for data organization and retrieval.
• Set: A collection class that represents a collection of unique elements, preventing duplicates.

123. Explain database.insert()?

database.insert() is a method in Apex used to insert records into Salesforce. This method provides more flexibility than the standard DML insert statement, allowing for additional options, such as specifying whether to allow partial successes or handling exceptions.

Key Features of database.insert():

• Bulk Processing: Supports inserting multiple records at once, making it suitable for bulk data operations.
• Options Parameter: Allows the use of Database.DMLOptions to specify behavior, such as whether to allow partial successes (i.e., inserting some records while skipping others that may fail).
• Return Value: Returns a list of Database.SaveResult objects, which contain information about each record's insert operation, including success status and any errors encountered.
• Error Handling: Provides better error handling capabilities by allowing you to check which records were successfully inserted and which ones failed.

Example Usage:

List<Account> accountsToInsert = new List<Account>();
accountsToInsert.add(new Account(Name='Account 1'));
accountsToInsert.add(new Account(Name='Account 2'));

Database.SaveResult[] results = database.insert(accountsToInsert, false); // false means allow partial success

for (Database.SaveResult result : results) {
    if (result.isSuccess()) {
        System.debug('Inserted Account ID: ' + result.getId());
    } else {
        System.debug('Failed to insert: ' + result.getErrors()[0].getMessage());
    }
}

In this example, database.insert() is used to insert multiple Account records while handling potential errors gracefully.

124. How Can You Partially Perform DML?

In Salesforce, you can partially perform DML operations by using the Database class methods, specifically Database.insert(), Database.update(), Database.delete(), and Database.undelete(), with the second parameter set to false.

This allows the operation to succeed for some records while failing for others without aborting the entire operation.

Steps to Partially Perform DML:

• Prepare Your Records: Create a list of records you want to insert, update, or delete.
• Use Database Methods: Call the respective Database method and set the second parameter to false to allow partial success.
• Check Results: Iterate through the returned Database.SaveResult array to determine which records were successful and which failed.

Example:

Here’s an example of partially inserting records using Database.insert():

List<Account> accountsToInsert = new List<Account>();
accountsToInsert.add(new Account(Name='Account 1')); // Valid record
accountsToInsert.add(new Account()); // Invalid record (missing Name)
Database.SaveResult[] results = Database.insert(accountsToInsert, false); // Allow partial success
for (Database.SaveResult result : results) {
    if (result.isSuccess()) {
        System.debug('Inserted Account ID: ' + result.getId());
    } else {
        System.debug('Failed to insert: ' + result.getErrors()[0].getMessage());
    }
}

Key Points:

• Allow Partial Success: By passing false as the second parameter, the insert operation will continue even if some records fail.
• Error Handling: Use the getErrors() method on SaveResult to obtain detailed error messages for any records that failed.
• Use Cases: This approach is useful in scenarios where you want to process a batch of records and handle any errors gracefully without halting the entire operation.

125. What Are the Different Types of SOQL Statements?

In Salesforce, SOQL (Salesforce Object Query Language) is used to query data from Salesforce objects. There are different types of SOQL statements that you can use, each serving specific purposes. Here are the main types of SOQL statements:

Here are the main types of SOQL statements:

• Basic Query: Retrieves specific fields from a single object.

Syntax:

SELECT field1, field2 FROM ObjectName

• Filtering Records: Uses the WHERE clause to filter records based on specific criteria.

Syntax:

SELECT field1, field2 FROM ObjectName WHERE condition

• Sorting Results: Utilizes the ORDER BY clause to sort results based on one or more fields.

Syntax:

SELECT field1, field2 FROM ObjectName ORDER BY field1 ASC|DESC

• Aggregate Functions: Uses functions like COUNT(), SUM(), MIN(), and MAX() to perform calculations on data.

Syntax:

SELECT COUNT(Id), MAX(fieldName) FROM ObjectName WHERE condition

• Grouping Records: Combines GROUP BY with aggregate functions to group results by specified fields.

Syntax:

SELECT field1, COUNT(Id) FROM ObjectName GROUP BY field1

• Subqueries: Allows nesting of queries to retrieve related records.

Syntax:

SELECT field1, (SELECT field2 FROM RelatedObject) FROM ObjectName

• Relationships Queries: Uses relationship queries to access related object fields, such as parent-to-child and child-to-parent relationships.

Syntax (Parent-to-Child):




SELECT field1, (SELECT field2 FROM ChildRelationship) FROM ParentObject

Syntax (Child-to-Parent):

SELECT field1, ParentObject.field2 FROM ChildObject

• Limit and Offset: Uses LIMIT to restrict the number of records returned and OFFSET to skip a specified number of records.

  SELECT field1 FROM ObjectName LIMIT 10 OFFSET 5

These SOQL statement types enable developers and administrators to efficiently retrieve and manipulate data stored in Salesforce, catering to various data access needs.

126. State the Syntax of an SOQL Statement

Here’s the syntax of an SOQL statement:

SELECT fields FROM object WHERE condition ORDER BY fields

127. Explain GROUP BY With Syntax

The GROUP BY clause in SOQL (Salesforce Object Query Language) is used to aggregate data based on one or more fields. It groups the results of a query by the specified fields, allowing you to apply aggregate functions like COUNT(), SUM(), MIN(), or MAX() on other fields within those groups.

Syntax

Here’s the general syntax for using GROUP BY in SOQL:

SELECT aggregate_function(field), field1, field2 FROM ObjectName WHERE condition GROUP BY field1, field2 ORDER BY field1, field2

128. What’s a Wrapper Class?

A data structure, an abstract data type, or a class whose instances comprise a group of other objects is called a container or a wrapper class. It consists of primitive data types such as byte, short, char, int, etc. In other words, wrapper classes refer to a means of using these data types as objects.

129. What Do You Mean by Force.com Platform Sites?

Force.com platform sites are public applications and websites that interact directly with a Salesforce organization. They allow users to access Salesforce data without logging in with a username and password.

130. What Do You Mean by SOSL Statements?

SOSL stands for Salesforce Object Search Language, which enables text-based searches across different fields and objects. They return relevant outcomes for keywords from all searchable Salesforce Fields.

131. Describe JavaScript Remoting in the Context of Apex Controllers

JavaScript remoting allows Apex methods to be called directly within a Visualforce page from JavaScript code, providing an efficient way to interact with servers without requiring a full-page refresh. This is often covered in Salesforce interview questions to test understanding of client-server interactions in Visualforce.

132. Describe the Process of Adding JavaScript Remoting to a VisualForce Page

To add JavaScript remoting, define a remote method within your Apex controller, then call it from JavaScript on the Visualforce page using Visualforce.remoting.Manager.invokeAction(). This approach often appears in Salesforce interview questions that focus on Visualforce page functionality.

133. What Are Some Configuring JavaScript Remoting Requests?

You can configure JavaScript remoting requests by setting up callback functions, controlling caching, passing parameters, and managing synchronous or asynchronous execution behavior. This topic in Salesforce interview questions often arises when Salesforce users are configuring the front end within Visualforce.

134. Describe a Declarative Approach

You can configure JavaScript remoting requests by setting up callback functions, controlling caching, passing parameters, and managing synchronous or asynchronous execution behavior. This topic has often been mentioned in many of the Salesforce interview questions.

135. Name the Benefits of Writing Controllers

Writing controllers offer greater flexibility for controlling UI behavior, implementing custom logic, processing data, and enabling Apex-based interactions with the Salesforce database. Understanding customized data handling in Visualforce is important for Salesforce users, and it's often covered in Salesforce interview questions.

136. Why Is VFP Preferred Over Using No Coding or Configuration Options?

VFP (Visualforce Pages) is preferred when dynamic behaviors or complex user interface components are required that cannot easily be achieved using standard Salesforce page layouts or Lightning components alone. Knowledge of such scenarios is a key aspect in Salesforce and it is often highlighted in Salesforce interview questions.

137. Differentiate Between <Apex:inputField /> and <Apex:inputText />

<Apex:inputField /> generates an input field based on the field type of the object, while <Apex:inputText /> creates only a plain text input field without validation or data binding. Questions comparing these tags are common questions that arise in Salesforce interview questions on Visualforce components.

138. Describe the Process of Calling JavaScript in a VisualForce Page

To call JavaScript in a Visualforce page, embed the script within <script> tags and reference it through Visualforce components or event handlers like onclick(). This knowledge of embedding JavaScript is often asked in Salesforce interview questions as it relates to Visualforce.

139. Differentiate Between SOSL and SOQL in Salesforce

SOSL (Salesforce Object Search Language) enables text-based searches across multiple objects, returning relevant records for a given keyword. SOQL (Salesforce Object Query Language) retrieves records based on specific field conditions from one or more objects, similar to SQL.

140. What Do You Mean by Future Annotation (@Future)?

Future annotations are used to define methods that execute asynchronously. These methods must be static, return void, and accept only primitive data types, collections, arrays, or objects as parameters.

This annotation, marked by @future, executes when resources become available. This is the key concept in Salesforce, and it's often highlighted in many of the Salesforce interview questions as this helps for evaluating asynchronous processing knowledge.

141. Describe a Non-Declarative/Customization Approach

Customization, or a non-declarative approach, usually involves writing custom code, such as VisualForce or Apex, to implement features and complex logic that can’t be achieved through point-and-click configuration alone. This approach is often highlighted in Salesforce interview questions, as it's important to understand the customization that needs to go beyond declarative solutions.

142. Which Operator Should You Be Using if You Want To Draw a Comparison for a Variable Name in a Query?

You should use the = operator in SOQL to compare a field with a particular value in a query. This is commonly asked in Salesforce interview questions for verifying the concept understanding of SOQL syntax and operators.

143. What Keyword Helps When You Want To Skip Passing One Value and Instead Pass the Entire Collection to the Query?

The IN keyword allows you to pass a whole collection to a SOQL query rather than individual values, making it useful for filtering based on multiple values. Understanding the use of IN is essential for Salesforce users and it's the most commonly asked question in Salesforce interview questions around SOQL optimizations.

144. What’s the AppExchange Directory?

The AppExchange directory is a Salesforce marketplace where users can browse, download, and install third-party applications, components, and consulting services to extend their platform. Questions about AppExchange often appear in Salesforce interview questions to assess familiarity with extending Salesforce functionality.

145. Which Tag Do You Use With Picklists and Radio Buttons for Creating Selectable Values?

VisualForce uses <Apex:selectList> for picklists and <Apex:selectRadio> for radio buttons to create selectable values. Knowing these tags is important for Salesforce users, and it's frequently covered in Salesforce interview questions as the topic is around VisualForce components.

146.What Do You Mean by Multitenant Architecture?

A multi-tenant architecture means that multiple customers share the same resources in infrastructure. However, their data is secure and kept separately, which ensures efficient utilization of resources, at the same time, maintaining the privacy of data.

147. What Do You Mean by Static Resources?

This concept in Salesforce is the core, as it must be known to the Salesforce users. Static resources allow the uploading and storing of files like JavaScript, CSS, and images for use in VisualForce pages, Lightning components, or other Salesforce areas. Handling static resources is a key aspect, and it's often covered in Salesforce interview questions about managing shared assets.

148. What Are the Data Types a Set Can Store?

A Salesforce set can store primitive data types such as Boolean, String, and Integer, along with complex data types like User Defined Objects and Collections.

149. Describe a VisualForce Component

A VisualForce component is a reusable block of code or functionality in Salesforce, like a widget, used to design a VisualForce page’s UI. Both standard and custom components are available, and questions about these frequently appear in Salesforce interview questions.

150. Describe the Impact of Using the Transient Keyword

The transient keyword declares variables that don’t need to be saved in the view state in Apex, reducing memory usage and enhancing performance for VisualForce pages. The usage of transient is a key area in Salesforce is important as it focuses on performance optimization in VisualForce, and it’s the most frequently asked question in Salesforce interview questions.

151. How Many Maximum Field Dependencies Can Be Used on a VisualForce Page?

A maximum of 10 field dependencies can be used on a VisualForce page. This limit is often converted in most of the Salesforce interview questions to evaluate the field dependencies in VisualForce.

152. Describe the Process of Getting the Security Token in Salesforce

To get the security token in Salesforce, follow these steps:

• Go to Setup.
• Choose My Personal Information.
• Select Reset My Security Token.

153. Describe a Metadata-Driven Development Model

The metadata-driven development model in Salesforce refers to application customizations and configurations defined as metadata. This model enables developers to build applications and deploy them without manual handling of database layers or coding. Such models are frequently covered in Salesforce interview questions.

154. What Do You Mean by a Tab in Salesforce?

A tab in Salesforce refers to a user interface element for displaying embedded web content and custom object data to users.

The three different types of tabs include:

• Web tabs
• VisualForce tabs
• Custom tabs

This concept is often highlighted in Salesforce interview questions as it is related to user interface components in Salesforce.

155. What Kind of Email Templates Can You Create in Salesforce?

In Salesforce, you can create four different kinds of email templates:

• Text template: any user can change it.
• VisualForce email template: only administrators and developers using VisualForce can create it. It can merge data from different records.
• HTML with letterhead: created by users with HTML permission or administrators based on letterhead.
• Custom HTML: created by users with HTML permission or administrators, requiring HTML knowledge.

Having an understanding of various email templates is beneficial for a Salesforce user, and it is one of the most frequently mentioned questions in many of the Salesforce interview questions.

156. How Can You Share Records on the Basis of Conditions Such As Country Criteria?

You can share records based on conditions such as country criteria by creating a record for the shared object.

Follow these steps:

• Go to Setup.
• Choose Security Controls.
• Select Sharing Settings.
• Click on the Edit option.

This sharing mechanism is often covered in Salesforce interview questions to evaluate record-sharing conditions.

157. Can You Edit the VisualForce Page in the Production Environment?

Yes, it's possible to edit a VisualForce page in a production environment. However, you won't be able to add unique values. This question is often highlighted in Salesforce interview questions as it is regarding VisualForce page management.

158. Can You Make Any Modifications to an Apex Class or an Apex Trigger in the Production Environment?

No, you cannot make any modifications to an Apex class or an Apex trigger in the production environment; modifications can only be made in a sandbox environment. This limitation is a typical topic in Salesforce, and it often appeared in most of the Salesforce interview questions focusing on Apex development practices.

159. What Is S-Control?

S-Control refers to the legacy customization mechanism that allows users to add custom JavaScript and HTML in Salesforce. It establishes communication with Salesforce through JavaScript APIs and enables the creation of web pages.

This approach can comprise any content displayable in a browser, including custom HTML, web forms, Excel files, ActiveX controls, and Java applets. S-Controls is the key concept in Salesforce, and it’s often mentioned in Salesforce interview questions as it revolves around historical customization techniques.

160. What Are Validation Rules?

Validation rules are essential mechanisms in Salesforce that check the data in records against specific criteria before saving. They ensure that the data entered is accurate and meets predefined requirements, thus maintaining data integrity. Validation rules can help prevent errors by prompting users to correct any discrepancies before the record is saved, this is a common topic to appear in Salesforce interview questions.

161. What Can You Customize on Page Layouts?

You can customize and personalize the records or objects on page layouts, which helps align the page design with your unique requirements. The page layout editor facilitates customization of the pages, allowing you to modify elements like custom links, fields, buttons, and related lists according to your preferences. This aspect is often highlighted in Salesforce interview questions as it is regarding page layout management.

162. How Can You Invoke a Batch Apex Job and Execute It Programmatically?

To invoke and execute a Batch Apex job programmatically in Salesforce, you can use the Database.executeBatch method, which runs the batch job by creating an instance of the Batch Apex class and specifying the optional batch size.

Here’s how to do it:

• Create a Batch Apex Class: First, define a Batch Apex class by implementing the Database.Batchable interface. This interface requires you to define three methods: start, execute, and finish.

global class MyBatchJob implements Database.Batchable<SObject> {
    global Database.QueryLocator start(Database.BatchableContext BC) {
        // Return a QueryLocator to define the scope
        return Database.getQueryLocator('SELECT Id FROM Account');
    }

    global void execute(Database.BatchableContext BC, List<SObject> scope) {
        // Logic for processing each batch of records
        for (SObject record : scope) {
            // Your processing logic here
        }
    }
    global void finish(Database.BatchableContext BC) {
        // Optional: Code to run after all batches have been processed
        System.debug('Batch job completed.');
    }
}
    

• Invoke the Batch Apex Job: To execute this batch job programmatically, call Database.executeBatch with an instance of the Batch Apex class. You can also specify the batch size as an optional second parameter.

// Execute the batch job with a batch size of 100
MyBatchJob batchJob = new MyBatchJob();
Id jobId = Database.executeBatch(batchJob, 100);

• Using the Job ID: The Database.executeBatch method returns a jobId for the batch job. This jobId can be used to track the status of the job in Salesforce’s Apex Jobs.

Example in Practice

If you need to run the job at specific times or based on specific criteria, you can invoke this code from a trigger, a controller, or even schedule it by combining it with System.schedule in a scheduled Apex class.

Here’s an example of invoking the batch from a trigger:

trigger AccountTrigger on Account (after insert, after update) {
    // Check if conditions meet to start batch
    if (Trigger.isAfter && Trigger.isInsert) {
        MyBatchJob batchJob = new MyBatchJob();
        Database.executeBatch(batchJob, 100);
    }
}

Using Batch Apex in this way allows for efficient handling of large data volumes, processing records in manageable chunks without hitting governor limits.

163. How Can Clients Analyze Sales Rep Performance Along With Sales per Country in a Single Report?

Clients can analyze sales rep performance along with sales per country in a single Salesforce report by creating a Joined Report. In this report, they can add separate blocks for Opportunities (grouped by Country) and Users (grouped by Sales Rep).

By grouping and summarizing sales metrics, such as total sales amount and closed-won opportunities, they get a side-by-side view of performance by country and by rep. This setup provides a clear, integrated view in a single report for efficient analysis.

164. How Is It Possible for Clients To View Data From Different Databases, for Instance, Home Appliance Sales and Mobile Sales Grother?

Clients can view data from different databases, such as home appliance sales and mobile sales growth, by using Salesforce Connect or an ETL (Extract, Transform, Load) tool:

• Salesforce Connect: Salesforce Connect enables access to data stored in external databases without importing it into Salesforce. By setting up External Objects, clients can view and analyze data from multiple databases (e.g., separate databases for home appliances and mobile sales) directly within Salesforce, creating reports and dashboards that show combined insights.
• ETL Tools: ETL tools like MuleSoft, Informatica, or Talend can pull data from different databases, transform it as needed, and load it into Salesforce. Once in Salesforce, clients can use custom reports or dashboards to analyze and view sales trends across both categories in a unified format.

These methods allow seamless data access and reporting across multiple databases for holistic sales analysis, and it's often featured in most of the Salesforce interview questions.

165. What’s the Relationship Behavior When You Connect to Objects With the Help of a Lookup Relationship?

Lookup Relationship in Salesforce is the most crucial topic and it's one of the most frequently asked questions in Salesforce interview questions, as the relationship behavior allows the child record to exist independently of the parent, making the parent optional. Deletion of the parent record does not automatically delete child records (unless cascade delete is enabled).

Each object maintains its own sharing settings and ownership, and a lookup field on the child record displays the parent association without enforcing dependency.

166. State the Number of Custom Levels Permitted in Each Object in Salesforce While Using an MDR

You can only have three custom levels in each object in Salesforce while using an MDR (Multi-Dimensional Reporting). This limitation is frequently mentioned in Salesforce interview questions as it is related to reporting structures.

167. Will VisualForce Offer Support for Using Merge Fields Such As in S-Controls?

Yes, VisualForce offers support for using merge fields, similar to S-Controls. Merge fields allow you to dynamically insert data from Salesforce records into your VisualForce pages, enabling the creation of personalized and data-driven user interfaces.

This capability enhances the flexibility of VisualForce in displaying relevant information, making it a valuable feature in the development of custom pages.

168. How Is It Possible for Clients To See “Sales per Country per Mobile Brand” and “Sales per Country” in One Report?

Clients can view "sales per country per mobile brand" and "sales per country" in one report by using a Summary Report. This report type allows users to group data by multiple criteria, enabling them to analyze sales data at both the country and mobile brand levels.

By organizing the report with appropriate summary fields and grouping, clients can easily compare sales figures and gain insights into their sales performance across different dimensions.

169. What Relationship Will You Choose if Your Aim Is Combining Two Objects: Salary Info and Employee Details?

You should choose Master Detail Relationship if you aim to combine two objects like, salary info and employee details. This type of relationship establishes a strong link between the two objects, meaning that the detail (salary info) record's life cycle is closely tied to the master (employee details) record.

In this relationship, if the master record is deleted, all related detail records will also be deleted. This is ideal for scenarios where the two objects are interdependent, allowing for better data integrity and organization within Salesforce.

The intermediate-level Apex Salesforce interview questions listed above are designed to help both beginners and those with some experience prepare effectively for interviews.

As you progress, you will encounter more challenging Salesforce interview questions that are particularly relevant for experienced professionals. These Salesforce interview questions will not only test your knowledge of advanced Salesforce features but also enhance your ability to address complex scenarios in real-world applications.

Experienced-Level Salesforce Interview Questions

Here, the focus shifts to topics essential for experienced Salesforce professionals. By exploring these advanced Salesforce interview questions, you will gain a comprehensive understanding of complex features and concepts, such as Apex triggers, Visualforce, Lightning components, and integration strategies.

This knowledge will equip you to handle intricate scenarios and contribute effectively to Salesforce implementations and enhancements.

170. Describe Closed Primary Components

Closed primary components refer to elements within a Salesforce system or page that become inactive and inaccessible after completing a specific action or task. These components often signify the completion of a workflow or process, ensuring that users cannot interact with them further until a new action is initiated.

Understanding closed primary components is important for Salesforce and its most commonly asked question in most of the Salesforce interview questions regarding user interface design and system behavior.

171. Describe the Uses of External ID Fields

External ID fields in Salesforce serve as unique identifiers for records that originate from external systems. By defining certain fields as external IDs, organizations can effectively synchronize data across different platforms and prevent the creation of duplicate records. These fields facilitate data integration and matching processes, making them a crucial aspect of data management, and often featured in Salesforce interview questions.

172. Describe the Process of Creating Partial Page Refreshes

Creating partial page refreshes involves several steps. First, you define the specific section of the page you want to refresh. This process relies heavily on server-side processing and is commonly featured in Salesforce interview questions as it relates to user experience and performance optimization. Next, you identify the event that will trigger the refresh. If the area being refreshed overlaps with the area managing the event, you may need to adjust your approach accordingly.

An auto-response in Salesforce is an automated email or notification triggered when a lead or case is submitted. This feature acknowledges the submission and may provide additional information to the submitter. Understanding how auto-responses work is frequently part of Salesforce interview questions focused on lead management and customer service automation.

173. What Are Custom Labels?

Custom labels are user-defined text values in Salesforce that can be accessed and utilized in Apex code, Lightning Components, and VisualForce pages for purposes like localization and translation. They allow developers to create dynamic and user-friendly applications that cater to various languages and regions, making them a frequent topic in Salesforce interview questions regarding application customization.

174. What Do You Mean by Sharing Rules? Explain Its Different Types

Sharing rules in Salesforce are designed to extend access to records beyond the established role hierarchy, ensuring that users can view and edit records that are pertinent to their roles. There are primarily two types of sharing rules: Owner-based, which grants access based on record ownership, and Criteria-based, which provides access based on specific field values.

175. What Are Queues?

Queues in Salesforce are mechanisms that allow users to group records, such as leads or cases, that require attention. They facilitate collaboration among teams by providing a structured way to share, manage, and prioritize workload. Queues in Salesforce is the core concept, and it often appeared in most of the Salesforce interview questions concerning workflow management and team productivity.

176. What Do You Mean by Escalation Rules?

Escalation rules in Salesforce are automated processes that reassign or escalate cases if they remain unresolved beyond a specified timeframe. These rules ensure that important cases receive the necessary attention, thus enhancing customer service responsiveness. Knowing escalation rules is essential for Salesforce users, and it’s often featured in most of the Salesforce interview questions, as escalation rules are related to case management and customer support.

177. Explain the Approval Process

The approval process in Salesforce is an automated workflow that routes records, such as expense reports, to designated approvers based on predefined criteria and steps. This structured approach ensures that reviews and approvals are conducted systematically, contributing to better compliance and accountability.

178. Describe the Relevance of Salesforce Chatter

Salesforce Chatter is a collaboration tool that enables users to share updated files and collaborate in real time within the Salesforce platform. It enhances communication and teamwork across various departments, facilitating a more integrated work environment. Chatter is frequently mentioned in Salesforce interview questions as it addresses collaboration and team dynamics.

179. What Are Guest Users?

Guest users are individuals who have access to public sites or content in Salesforce without the need to log in. Typically utilized in portals, websites, or communities, guest users are granted limited access to specific features.

180. What Are Change Sets?

Change sets are tools in Salesforce that facilitate the deployment of configurations and customizations from one environment, such as a sandbox, to another, like production. They ensure consistency across different environments, making it easier for developers and administrators to manage changes. Change sets are often covered in Salesforce interview questions, as the focus is on deployment strategies.

181. What Do You Mean by Apex Test Coverage?

Apex test coverage refers to the percentage of code that is covered by automated tests in Salesforce. The minimum requirement for deploying Apex code to production is 75% test coverage, ensuring that a significant portion of the codebase is tested and validated. Understanding Apex test coverage is crucial for Salesforce users, and it's often covered in most of the Salesforce interview questions on testing and quality assurance practices.

182. Explain LMS

In Salesforce, LMS (Lightning Message Service) allows seamless communication between Lightning Web Components (LWC), Aura Components, and even Visualforce pages within the same application or across different applications.

LMS enables components to publish and subscribe to messages on a channel, facilitating data exchange and synchronization without direct parent-child relationships. This question this the most important and frequently asked question in most of the Salesforce interview questions.

Key Features of Lightning Message Service (LMS):

• Cross-Domain Communication: LMS enables components to communicate across DOM boundaries, making it possible for LWCs, Aura, and Visualforce to share data within the same Lightning page or app.
• Message Channels: Developers create and use message channels in Salesforce to enable communication between components. Components subscribe to a channel to receive messages, and they can also publish messages to share data with other components.
• Decoupling Components: LMS removes the need for direct relationships between components. Any component that subscribes to a message channel can receive updates, making it easier to manage complex data flows.
• Simplicity in Data Sharing: By reducing the dependency on events or the need for custom JavaScript APIs, LMS simplifies the way data is shared and synchronized across components.

183. What Do You Mean by OAuth?

OAuth is an open standard for access delegation used to grant websites or applications limited access to user data on other sites without sharing passwords. It enhances security and user experience by enabling secure data sharing.

184. What Is a Connected App?

A Connected App in Salesforce is responsible for integrating external applications with the Salesforce platform via APIs. It utilizes standards like SAML and OAuth to authenticate users and manage security policies, providing controlled access to Salesforce resources.

185. Describe the Importance of Outbound Messages

Outbound messages are a critical automation feature in Salesforce that enables the sending of messages to external web services. This capability allows for triggering processes in other systems based on events in Salesforce, facilitating integration and interoperability.

186. What Are External ID Fields?

External ID fields are custom fields in Salesforce used to store unique identifiers from external systems. They are instrumental in matching and integrating data between Salesforce and other databases during updates and imports, helping maintain data consistency and integrity.

187. Describe the Process of Invoking the JavaScript Controller Action With the Help of Component Markup

Invoking a JavaScript controller action using component markup can be achieved through the action provider. This mechanism allows for seamless interaction between the user interface and the underlying logic, ensuring that actions are processed efficiently.

188. What’s a Workflow Alert and a Workflow Task?

A workflow alert is an automated notification or email triggered based on a workflow rule when specific criteria are met. In contrast, a workflow task assigns a task to a user under the same conditions.

189. Describe What Pagination Is and the Process To Achieve It

Pagination refers to the technique of displaying a subset of records on a page, allowing users to navigate through large datasets effectively. In Salesforce, pagination can be achieved using two methods: by applying the OFFSET and LIMIT keywords in a SOQL query or through the StandardSetController.

190. Describe the Process of Displaying Error Messages on VisualForce Pages

To display error messages on VisualForce pages, you can use the following syntax: <apex:pageMessages /> In the corresponding Apex class, you would include the line ApexPages.addMessage(new ApexPages.Message(ApexPages.Severity.Error, 'Error Message'));. This method ensures users are informed of issues as they interact with the page.

191. Differentiate Between Custom Settings and Custom Objects

Custom settings and custom objects are both used to store data in Salesforce, but they differ in several ways. Custom settings store data in cache memory, making access faster, whereas custom objects utilize the database for storage.

This setting does not require SQL queries to fetch records, while custom objects do. Additionally, custom settings cannot have tabs, validation rules, or Apex triggers, while custom objects can.

192. How Can You Customize Apex When It Comes to a Production Organization?

Customization of Apex code in a production organization is not permitted; all changes and deployments must be conducted via a sandbox environment. This restriction ensures stability and integrity within production systems, which is an important point often highlighted in Salesforce interview questions related to development best practices.

193. Describe the Importance of Salesforce API and Give an Example

The Salesforce API is essential for allowing external applications to interact with Salesforce data. It enables third-party software, mobile applications, or internal systems to access, modify, and sync data stored in Salesforce, offering robust integration capabilities for real-time data interaction. Through the API, businesses can automate data workflows, customize their Salesforce instance for specific needs, and connect with external systems seamlessly, enhancing overall business operations.

Example

A common use case for the Salesforce API is integrating Salesforce with a customer support system, such as Zendesk. Using the Salesforce REST API, a company can synchronize customer data, such as contact information and support history, between Salesforce and Zendesk. When a support ticket is created or updated in Zendesk, the API can update the corresponding Salesforce contact record in real time, adding ticket details or adjusting customer status.

Similarly, if a sales representative in Salesforce updates a customer record, such as closing a sale, the API can automatically push this update to Zendesk, informing the support team about the customer’s new status. This bi-directional data flow ensures that both sales and support teams work with the latest information, leading to more responsive customer service and efficient handling of client inquiries.

Salesforce has become a cornerstone of marketing and sales automation for organizations worldwide, driving an increasing demand for skilled Salesforce professionals. With this demand, however, comes intense competition among candidates, making thorough preparation essential for standing out.

Fortunately, with these categorized and detailed Salesforce interview questions, you can better equip yourself to make a strong impression on prospective employers, demonstrating both technical expertise and an understanding of Salesforce’s pivotal role in modern business.