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Introduction

Being a fast-developing cloud-powered CRM in the world, Salesforce has been continuously gaining huge popularity and an ever-widening acceptance across different sectors and organizations. It multiplies the efficiency for customer monitoring, management, and interaction along with offering other connected products for sales, service, marketing, and commerce. In that capacity it offers a complete toolset ecosystem for robust customer management, providing better services, and finding innovative ways to boost revenue.

Salesforce Interview Questions and Answers

Being one of the most vital positions in any organization, anyone, be it a fresher or a professional, with the demonstration of interpersonal skills can easily land a job in the field of Salesforce. One of the primary and very important parts is to clear the interview as you can only be considered if you successfully cleared your Salesforce interview. To take the guesswork out of this crucial phase, i.e., Salesforce Interview, we are going to present some of the major interview questions along with their answers that will help you to prepare well.

1. What are the Benefits of using Salesforce CRM?

Salesforce CRM aims to provide a multichannel platform that would help the users to further grow their leads, increase sales, and also ensure those customer relationships are managed in a smooth manner while being on different channels. Moreover, it has quite a robust analytics module that has been packed up with many other comprehensive features in a user interface which is known to be a very easy-to-use one.

The main benefits of using Salesforce CRM are as follows:

  • Increasing Sales while leveraging customer information
  • Providing Bird’s Eye View of the Sales Pipeline
  • Providing insights into different aspects of the sales process
  • Developing a more effective sales cycle
  • Improving the organization’s marketing pipeline
  • Boosting up lead nurturing, etc.

2. How is SaaS Beneficial to Salesforce?

 SaaS or Software as a Service application generally aims to employ a general internet interface that has been further supported with the help of easy integration. It eases the terms of use and ensures to not have any strict conditions, long-term lock-in period,
or even heavy investment. While being a subscription-based option, SaaS applications enable customers to further discontinue the program at any point in time. Not renewing the subscription will only restrict customers from using Salesforce but they won’t have
to pay any penalty for the same. SaaS allows users to save significant fees on initial setup and other high expenses.

3. What are Custom Objects in Salesforce?

In Salesforce, an Object refers to a database table containing enterprise-specific data with fields and records. Two common types of records in Salesforce are:

  • Standard Object: It refers to the default objects in the Salesforce like Lead, Account, and Contacts.
  • Custom Object: A custom object is a user-created object that can contain any custom data as per the specific needs of that user. For instance, one can create an object called location for storing location information about different branches of the enterprise.

4. What is a Profile? Can Two Users have the same Profile?

In Salesforce the profiles refer to a set of settings and permissions defining how a specific user can access the records. By employing profiles one can assign field-level security for fields, tab settings, user permissions, objects, and others.

Yes, It is possible to allocate the same profile to multiple users. For instance, if you have a team of sales executives with the same destination. In that case, it is possible to create a profile with the permissions you want to give them to execute the tasks comfortably without being able to privy to any unnecessary mission-critical data. After creating that profile you can assign it to multiple sales team members holding the same position. 

5. What are Triggers in Salesforce? How are they different from workflows?

In the terminology of Salesforce, a trigger refers to an Apex script to be executed either before or after the DML (Data manipulation events) events take place. With the help of Apex triggers, the users can easily perform various custom actions, it could vary either before or after an event to be recorded in Salesforce like deletions, insertions, along with required updates.

Workflow is an automated process that works on Evaluation/rule criteria to fire an action. A workflow can be accessed across the object. Trigger on the other hand is the code that is expected either before or after a specific record is added/updated.

6. What is the difference between SOQL and SOSL?

SOQL (Salesforce Object Query Language) is the language that is used to query the data from any Salesforce Organization. The software engineers or those analysts who have good knowledge as well as a background in SQL may find SOQL to be quite syntactically familiar, but there are few key differences involved in the same.

While Salesforce Object Search Language (SOSL) is a Salesforce search language that has been put to use to perform text searches in records. One can make use of SOSL to search fields across multiple standard and custom object records in Salesforce. 

SOQL and SOSL use different keywords for retrieving records from the database. SOQL uses SELECT while SOSL uses FIND keywords.

SOQL enables users to know the field/object location of the data but SOSL does not provide such location information.

In SOQL the interrelated data from single or multiple objects can be retrieved. SOQL queries can only be expected on one table while SOSL allows us to query on multiple tables.

SOQL allows users to find only a single object at a time while SOSL allows for finding several objects at one time.

7. List various types of reports available in Salesforce and How many reports can be added to the Salesforce dashboard?

Reports allow management to get a clear picture of different operations, their current status, and any other vital status required to assess a bigger picture. With the help of reports, management can accurately track the progress towards achieving specific goals, control the expenditure, and forecast trends with high accuracy. By strategically using the reports for management can optimize actions to increase revenue potential.

There are four types of reports in Salesforce. They are as follows:

Matrix Report

In this report the rows and columns are grouped and are used to view data by two different, unrelated dimensions like product and date. For instance, viewing opportunity summary by account in a horizontal manner and by month vertically.

Summary Report

It refers to a data listing with subtotals and groupings. It is used to facilitate the field-value-based subtotals or when one needs to build a hierarchically grouped report. The examples include All team opportunities subtotalled by stage of sales and owner.

Tabular Report

It provides company details in tabular format. It is a simple list with a total. The reports are employed for listing opportunities, contacts, accounts, etc.

Joined Report

When a mixture of combinations of reports is used to create a single report it is called a joined report. For instance the matrix report plus summary report. Or matrix report and tabular report.  

For instance, one can build a report for displaying a case, opportunities, and activity data for the accounts.

8. What are the three types of object relations in Salesforce?

The object relation is a two-way link or association between multiple objects. The relationships are built by custom relationships field generation on an object. It enables viewers to not only view the records but also see/access the related data as well.

Master-Detail relationship (1:n):

 It is a parent-child relationship where the behavior of dependent details/sub-detail objects are controlled by the master object. This 1:n relationship implies that there is one parent but several children. While being a controlling object, the master field cannot remain empty. Thus it has a cascade delete effect which means that if the master object’s field/record is deleted the fields or records corresponding to it will also get deleted. The child object fields generally inherit sharing, owner, and security settings from the parent object. It is possible to create master-detail relationships between different custom objects or a standard object and custom object until only the standard object remains as the master.

For instance, one can define a two-object master-detail relationship which expands the relationship while taking it to sub-detail records like Account-Expense report-Expense line item. It allows the user to execute operation access master-detail-sub-detail relationship.

Lookup relationship (1:n):

 These relations facilitate link creation between 2 different objects without depending on the parent object. It is also a relationship with single parents and multiple children. (1.n relationship)

 However master or deletion don’t delete the lookup field of child objects automatically. Hence no cascade delete effect is there. The child field does not inherit the security, sharing, or owner setting of its parent.

The lookup relationship allows you to link an object with itself (except user object) or two different objects. 

Junction relationship (Many-To-Many):

 Junction relationships allow creating 2 master-detail relationships. To create two master-detail relationships we need to link three custom objects. In that case, the two objects are represented as link master objects while the third object is dependent on both. So both masters will have a child object.

 In this relationship, every record of an object can link with several records of the other objects and vice versa. For instance, a custom object BUG can be created that is related to a standard object in a specific way which allows it to be related to different causes and also a single case which is related to multiple bugs.

Hierarchical relationship:

 The Hierarchical relationship is a type of lookup relationship available to only the user object. It enables a user to associate a single user with another user (not referring to itself in a direct/indirect way) through a lookup field. 

External lookup relationship:

In an external lookup relationship, the child’s custom, standards, and external object can be linked to a master existential object.

The standard external ID field values on the parent existential object get matched against the external lookup relationship field values of the child object.

In an indirect relationship, a child’s external object is linked to a master custom or standard object. When using it in an external object the users need to mention the object field of both parent and corresponding child to match associated with the records. For that, the users select the custom unique external ID field of a parent object and match it against the indirect lookup field of a child object.

9. What is an Audit Trail?

Audit trail facilitates tracking the organization change made by any administrator with the key details like username, time, and date when the change was made. 

10. What are Governor Limits? What are some things that you can do to prevent governor limits?

Governor limits control the total data storage capacity of a shared database to prevent monopoly over different shared resources like memory, CPU, and storage. Upon exceeding the limit the Apex code generates a runtime exception that can’t be handled.

The following list gives some of the governor limits in Salesforce:

  • Push notification limits
  • Per-Transaction Apex limits
  • Size-Specific Apex limits
  • Miscellaneous Apex limits
  • Static Apex limits
  • Email limits

Examples of governor limits in Salesforce:

The permitted total number of Sendmail methods is equivalent to 10.

The total number of records that can be retrieved with the help of a SOQL query is 50,000.

The maximum CPU time, specifically on the Salesforce servers, has been limited to 10,000ms on synchronous Apex.

The total number of callouts (be it web services calls or HTTP requests) in any transaction has been limited to 100.

11. What do you mean by a Sandbox in Salesforce?

In Salesforce a sandbox refers to a production environment copy for development and testing purposes. Being isolated from the Salesforce production organization, it is safe to test any fresh ideas and innovative changes on database copy without creating any disruption in your original production environment. 

Generally, clients use Salesforce Sandbox for testing new applications or a visualforce page to ensure comfortable development and testing without disturbing the original live ecosystem. It enables users to migrate the data/metadata to their production environment once the application is fully developed, tested, and ready to be used in the real-life environment.

There are four types of sandboxes in Salesforce:

  1. Developer sandbox
  2. Developer pro sandbox
  3. Partial data sandbox
  4. Full sandbox

12. How can you edit Apex classes in a production environment?

The right way to edit the apex class is to do it in Sandbox, Developer Edition, and Trial organizations as there isn’t a direct way to do it in production. One needs to go to the Sandbox, make the changes and again deploy that code through the Migration/Eclipse/Change Sheet tool.

You first need to write the Apex classes and triggers in Sandbox/Developer or trial edition with corresponding testing methods that can test a minimum of 1% of triggers and 75% classes. For deploying APEX into production organization an Author Apex permission user needs to deploy various classes and triggers through either compile and test() or deploy() Metadata API methods accessible with Apache ANT-based Apex Development Tool or Eclipse-based Force.com IDE.

Conclusion

Salesforce allows an organization to gain better traction in the market and provide better services along with marketing their products most effectively based on crucial data points. Hence, the position of a Salesforce professional is extremely important and no organization wants to take a chance when rewriting a Salesforce worker. For being eligible to be considered for the job you would need to clear the interview. In this blog, we mention some of the key salesforce questions along with their answers which will help you to confidently place for the interview.

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