Salesforce Interview Questions and Answers

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As of the recent days of 2020, Salesforce is spinning off and leading the world’s CRM service. In today’s date, Salesforce drives 40% plus of the market share in CRM cloud space and operates the overall complete CRM space along with the market share of 19.7%.

Salesforce Interview Questions and Answers

For two consecutive years, Salesforce has been rated as the world’s number one CRM and if nothing but the development of Salesforce is anything that has passed by, the need of professional experts with thorough knowledge and training is just going to be doubled. And this is where exactly Salesforces comes into the picture and this is why 3RI Technologies has taken an initiative to chalk out the most commonly asked Salesforce Interview Question and Answers. 

Here is a list of top Salesforce Training which is suitable for both types of candidates which include freshers and for experienced candidates. These questions and answers will help all the candidates to breeze through the interview and crack it with flying colors. We believe and hope that these questions and answers related to Salesforce will help you in landing at the top-notch job where the domain will match your passion. 

So let’s get on to it and dive into the question and answers below:

Q1) What does Salesforce do?

Ans: Salesforce basically provides CRM software and solutions that are cloud-based which help companies in connecting with one another and their customers. Salesforce supports enterprises for managing their huge customer data and ineffective tracking activities. 

Q2) Mention some of the major subsidiaries of Salesforce?

Ans: Here are some of the most significant subsidiaries of Salesforce:

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

Q3) What is the process for creating an app in terms of salesforce?

Ans: By following the below-given steps, you can develop an application with the help of salesforce

  • Setup —> 
  • build—> 
  • Create—> 
  • App—> 
  • Click on new.

Q4) What are the standard fields in Salesforce?

Ans: Here are the Standard Fields of Salesforce given below:

  • Owner,
  • Name,
  • Last modified by,
  • Created by.

Q5) What do you mean by Audit Fields in Salesforce?

Ans: Audit fields are nothing but standard fields in Salesforce.

Q6) Which is the latest field used in Salesforce?

Ans:  In Salesforce, ‘Time’ is one of the latest fields. 

Q7) Name the default filter in Salesforce?

Ans: “Date Filter” is the default filter used in Salesforce.

Q8) How can you get rid of the date filter in Salesforce?

Ans: By selecting the “All Time” in the “Range” on the page you can easily get rid of the date filter.

Q9) In Salesforce, can you export in joint reports?

Ans: No, you cannot export in joint reports. 

Q10) Name the kind of reports that are there in Salesforce?

Ans: There are basically 4 types of reports which are obtainable in Salesforce, which is as given below. 

  • The tabular report is those who give us the total in a tabular format.
  • The summary report gives us detail reports based on columns. 
  • Matrix report the format where grouping is done based on columns and rows. 
  • Joined reports which are capable of allowing two or more reports in one report.

Q11) List down some of the benefits of Salesforce CRM?

 Ans: Following are some of the benefits listed down that are obtained by using Salesforce CRM 

  • Enhanced communication.
  • Reduction in cost and cycle time.
  • Improved organizational understanding.
  • Salesforce automates the repeated rule-based tasks.
  • We can understand the customer better and can facilitate better services.
  • Improved analytics and dashboards to analyze the data.
  • Improves the efficiency of teams.

Q12) Name the number of relationships in salesforce?

Ans: Following are the number of relationships present in Salesforce: 

  • Master-detail relationship
  • External Lookup
  • Lookup relationship

Q13) State the actions in the workflow of Salesforce?

Ans: Following are the actions in the workflow of Salesforce:

  • Field update 
  • Task
  • Outbound message 
  • Email alert 

Q14) How do you create an MDR on the objects that are already having records?

Ans: Following are the steps involved in creating MDR on objects already having records:

  • First, we to create LR between the two objects.
  • Connect all child records to parents.
  • Convert the field type from LR to MDR.

Q15) In Salesforce Org how can you look at the user license information?

Ans: Below is the steps involved to find out the user license:

  • Salesforce Org → 
  • Setup → 
  • Administer → 
  • Company Profile → 
  • Company Information.

Q16) In accordance with Salesforce, what are the fields that are default indexed? 

Ans:  We have some fields which are indexed by default in Salesforce, which are :

  • Name 
  • ID 
  • Owner fields 
  • Master-detail relationship fields 
  • Lookup fields 
  • Last modified dates 
  • Audit dates

Q17) Name the Fiscal years in Salesforce?

Ans: Following the two types of significant fiscal years in Salesforce:

  • Standard fiscal year 
  • Custom fiscal year

Q18) Name some of the methods used in storing various types of records in Salesforce?

Ans: Following are some of the basic and significant methods used for storing various types of records in Salesforce: 

  • Attachments 
  • Chatter Files 
  • Google drive 
  • Attachments.
  • Libraries 

Q19) In what ways Apex can be used in Salesforce?

Ans: Here are some of the ways to use Apex:

  • To create Email services
  • Create web services
  • Perform complex validation over multiple objects
  • To create complex business processes that are not supported by a workflow.
  • Create custom transaction logic
  • Attach custom logic to another operation

Q20) Name the ways for calling the apex class?

Ans: Below is some of the ways to call the apex class:

  • From another class 
  • From developer console 
  • From JavaScript links
  • From home page components   
  • By using trigger 
  • From VisualForce page

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