Salesforce Interview Questions and Answers

Salesforce Interview Questions and Answers

Salesforce Interview Questions and Answers

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%.

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 for 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 a 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 in 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 detailed 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 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

Q 21: What do you mean by the custom object in Salesforce?

Custom objects used in Salesforce are database tables. It is used to store data concerned with a company in When a custom object is defined, then it assists in things like:

  • Create custom fields
  • Development of page layouts
  • Records track events and tasks
  • Analyze custom object data to create reports and dashboards
  • Association of the custom object with other records
  • Sharing of custom tabs, custom objects, custom apps, and any other related components

Q 22: What is an audit trail?

It is used to know the information. An audit trail is used to track all the recent updates that are made by the Salesforce admin in an organization. In an audit trail, the last six months months data can be stored.

Q 23: In a visual force page in Salesforce, how can controllers be used?

The fact, Salesforce comes under SaaS where only one controller can be used in a visual force page while for extension controllers, the usage could be many.

Q 24: What do you mean by the dashboard in Salesforce?

It is the pictorial representation of the report. It exhibits data from source reports as visual components, which could be tables, gauges, charts, or visualforce pages. The elements are available in a dashboard used to ensure critical metrics. Also, it indicates the performance of an organization. Moreover, in a single dashboard, it is possible to add up to 20 reports.

Q 25: What is the difference between SOSL and SOQL?

  1.         SOSL means Salesforce Object Search Language, while SOQL means Salesforce Object Query Language.
  2.       SOSL can query only over phone, email, and text while SOQL can query all kinds of fields.
  3.     SOSL is used in classes only while SOQL welcomes both i.e., classes and triggers.
  4.    SOSL is used to search many objects at once, while SOQL is restricted to a single purpose only.
  5.      SOSL’sSOSL’s DML operation doesn’t perform on search result while SOQL’sSOQL’s DML operation flawlessly perform on query results.

Q 26: Which are the relationships that are included in SFDC? 

There are two types of relationship that are included in SFDC, that are;

  • Lock up relationship
  • Master-detail relationship

Q 27: Does it possible to set up a dynamic dashboard in Salesforce?

Nope! It is not feasible to set up a dynamic dashboard in Salesforce.

Q 28: What do you mean by Junction object? How can it be used?

Junction objects are used when there is a need to create many-to-many relationships between objects. For example, to recruit a candidate, a job link is sent to many candidates that belong to different locations. Thus, to connect this data model, there is a need for a third-party object. The object that is used as the third party is known as the junction object.

In the above example ”job application” is considered as the junction object.

Q 29: What is an object relationship overview in Salesforce?

In Salesforce, an object relationship overview is used to integrate custom object records to standard object records as per the relevant list. It is also used to track product defects that are related to customer cases. With it, the users can specify different kinds of relationships by establishing custom relationship fields on an object.

Q 30: What do you mean Governor Limits in Salesforce?

Governor execution limits in Salesforce are used to provide the effective use of resources on the multitenant locations or platforms. It is the limit that is set by on code execution for efficient processing.

Q 31: How can bucket fields be used in Salesforce?

When there is a need to use bucket fields in Salesforce to the group, then a group is divided as per their field values. Moreover, it is not possible to create tracks on the Salesforce platform as they can only be found in the report section.

Q 32: Tell us the reasons for data loss in Salesforce?

  • Because of changing to auto-number instead of a text
  • Because of changing Salesforce data
  • Because of changing data-time
  • Because of changing from a multi-select picklist
  • Because of turning from text-area to phone, email, writing, and URL
  • Because of changes to number, currency, and percent from other data types

Q 33: What is a trigger?

It is a code that is executed after or before a record is inserted or updated.

Q 34: How can deployment be done in Salesforce?

With the help of methods like Salesforce package, Changes set, Eclipse with IDE, and com Migration Tool, it is possible to deployment.

Q 35: Why do visualforce pages serve from a different domain?

The fact, visualforce pages are used to serve from a different domain. It permits a user to enhance security standards. Also, it assists a user to block cross-site scripting.

Q 36: How can SaaS be advisable to Salesforce?

  • It offers an updated platform to clients with innovation.
  • It offers an application that uses a simple internet interface. Thus, it is more accessible to clients.
  • It helps clients to avoid massive initial investment in an IT infrastructure. Also, it prevents the daily hustle of maintaining infrastructure.
  • It is subscription-based. Thus, clients can avoid their usage if they are dissatisfied.

Q 37: What the difference between isBlank and isNull?

  • black is used for a number field
  • isNull is used for a text field

Q 38: Which are the different types of sandboxes in Salesforce?

There are four types of sandboxes in Salesforce- Developer Pro, Developer, Full, and Partial Copy.

Q 39: How does a static resource use Salesforce?             

A static resource is used to upload images, zip files, JavaScript, Jar files, and CSS files. The maximum size of static resources must be 250 MB for an organization.

Q 40: How can you differentiate between and is Saas (Software as a service), while is a PaaS (Platform as a service).

Q 41: What is the Roll-up Summary in Salesforce?

It is used to display the count of child records. It permits a user to calculate the sum along with the maximum and minimum of fields that are in child records. This is used to calculate values from related files. The users can set up a roll-up summary field to display a value in a master record based. The fact, the users can set up to 2 Master-Detail areas while default filling in roll-up summary can increase to 10-25.


Q 42: What do you mean by

It is a command that is used to return the list of records that are new to the subjects. It only works on those records that are yet needed to save to the database. Moreover, the subject list is only available to update and insert triggers. Besides, it is possible to amend or modify the records.

Q 43: What is the difference between WhatID and WhoID?

  • WhatID in Salesforce is used for object-type things while WhoID in Salesforce is used for people things.
  • WhatID is Opportunity ID and Account ID, while WhoID is a Contact ID or a Lead ID.
  • WhatID represents nonhuman objects like opportunities, accounts, cases, campaigns, or custom objects, while WhoID represents a human-like contact or a lead.
  • Polymorphic in WhoID means a WhoId that is equivalent to a lead’s lead’s ID or a contact’s contact’s ID. The label used in WhoId is Name. Polymorphic in WhatID means a WhoId that is similar to the ID of related objects. The label used in WhatTD is Related.

Q 45: How can you differentiate between Role and Profile?

The profile is an object or field-level access, while the Role is record-level access.

The profile is mandatory to all users, while Role is not mandatory to all users.

Concisely, profiles and roles have their significance in Salesforce, where patterns are used to determine object access while Roles are used for record-level access that comes under sharing and security model.

Q 46: What is a wrapper class in Salesforce?

A container or wrapper class is a class or a data structure that are collections of other objects. It is nothing, however, a group of various Salesforce data types. For instance: wrapper class is used to access the account records and shows it in an in-page block table.

Q 47: What do you mean by Salesforce App Launcher?

It is nothing. However, it is a portal used for each user to access Salesforce Apps. It also assists in connecting Apps by using Single-Sign-On. Moreover, a App Launcher has a set of standards along with connected applications with logos in a single place. For using this app, the users have to permit the user profiles. For this, the user has to visible it by selecting ”use identity features” that are available in a pattern.

Q 48: What is the difference between Trigger and Workflow?

  • The Trigger is a piece of code that is used to run after and before a record is updated or inserted while Workflow is an automated process that is launched an action based on rule and evaluation criteria.
  • In Trigger, the users can access triggers across the object while in the Workflow, users can access Workflow across the purpose.
  • The Trigger is suggested in the complicated business process while the Workflow is used on a single object or master-detail.
  • Trigger uses 20 DML operations in a single trigger, while the Workflow is not able to perform DML operation on Workflow.
  • Trigger uses 20 SOQL in a single trigger while Workflow can’t be able to get a query from a database.
  • The Trigger is used before and after an action, while the Workflow is only used after an operation.

Q 49: What do you mean by Data Skew in Salesforce?

It is a condition that is occurred during the working of a big organization in the case of recording more than 10000 records. Consequently, when users update, the performance issue is encountered that is happened as of data skew.


Q 50: What is @future in Salesforce cloud computing?

In Salesforce cloud computing, @future annotation denotes that a particular block will be run only at the availability of required resources.

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