Salesforce is a powerful CRM platform that helps businesses streamline their processes, improve customer relationships, and increase efficiency. With its growing popularity, job interviews for Salesforce positions are becoming more competitive. In this blog we cover the top 20 Salesforce interview questions and their perspective answers to help you prepare and ace your interview.
What is Salesforce?
Answer: Salesforce is a cloud-based Customer Relationship Management (CRM) platform which provides multiple tools for marketing, sales, customer service, and more. It helps companies manage relationships with customers, streamline operations, and improve overall business efficiency.
What are the different types of clouds in Salesforce?
Answer: Salesforce offers several cloud services including:
- Sales Cloud – For sales automation and CRM.
- Service Cloud – For providing support to customers and service automation.
- Marketing Cloud – For marketing automation and customer journey tracking.
- Commerce Cloud – For e-commerce and online shopping solutions.
- Analytics Cloud – For providing business intelligence & data visualization.
What is an object in Salesforce?
Answer: An object is a database table in Salesforce that stores data. Objects can be of two types:
- Standard Objects – Predefined objects provided by Salesforce (e.g., Account, Contact, Opportunity).
- Custom Objects – User-defined objects created to store information specific to a business.
What is a field in Salesforce?
Answer: Fields are like table’s columns in Salesforce objects which is used to store specific pieces of data within an object. Each object can have standard fields (provided by Salesforce) and custom fields (defined by users).
What is a custom object in Salesforce?
Answer: A custom object is a user-created object in Salesforce to store data specific to a company’s needs. Custom objects are essential for tailoring Salesforce to fit unique business processes.
What are Profiles in Salesforce?
Answer: Profiles in Salesforce define the access level of users for objects and fields. Profiles determine what data a user can view, edit, or delete, ensuring appropriate data security and access management.
What are Roles in Salesforce?
Answer: Roles in Salesforce control a user’s visibility to records within the organization. They help establish a hierarchy that allows data sharing across different levels of users based on their roles
What is a Workflow in Salesforce?
Answer: A Workflow in Salesforce is an automated process that triggers actions such as sending emails, updating fields, or creating tasks based on specific conditions.
What is a Validation Rule in Salesforce?
Answer: A Validation Rule ensures data accuracy by enforcing specific criteria when data is entered into fields. If the data does not meet the criteria, the system displays an error and prevents the record from being saved.
What is a Report in Salesforce?
Answer: A Report in Salesforce is a visual representation of data stored in Salesforce. Reports are customizable and can be used to analyze data and generate insights.
What are Dashboards in Salesforce?
Answer: Dashboards in Salesforce are a visual representation of multiple reports. Dashboards provide key insights at a glance and are customizable with various components like charts and tables.
What are Governor Limits in Salesforce?
Answer: Governor Limits are Salesforce’s way of ensuring that no single organization monopolizes shared resources. These limits apply to multiple aspects of Salesforce such as SOQL queries, API calls, and DML statements to ensure efficient and optimized usage of resources.
What is an Apex Trigger?
Answer: Apex Trigger is a piece of code in Salesforce that executes before or after specific database events such as insert, update, or delete. Triggers allow developers to perform complex operations and automate processes.
What is the difference between a Role and a Profile?
Answer: Profile: Controls what a user can do within Salesforce (object and field-level permissions).
Role: Controls which records a user can view or edit based on the organization’s data hierarchy.
What is SOQL in Salesforce?
Answer: SOQL (Salesforce Object Query Language) is a query language which is used to fetch the data from Salesforce objects. It’s similar to SQL but specifically designed for querying Salesforce data.
What is the difference between SOQL and SOSL?
Answer: SOQL (Salesforce Object Query Language) is used to retrieve records from one object at a time.
SOSL (Salesforce Object Search Language) is used to search text across multiple objects and fields.
What is a Junction Object in Salesforce?
Answer: A Junction Object is a custom object which is used to achieve many-to-many relationship between two other objects. It typically includes two master-detail relationships to link the related objects.
What are Formula Fields in Salesforce?
Answer: Formula Fields are read-only fields that automatically calculate their value based on a formula defined by the user. They are used to dynamically display information based on other fields within the object.
What is the difference between a Workflow and a Process Builder?
Answer: Workflow: Limited to simple automation like sending emails or updating fields.
Process Builder: A more advanced tool that allows for complex automation like creating records, calling Apex code, and triggering actions based on multiple criteria.
What is the Salesforce AppExchange?
Answer: Salesforce AppExchange is a marketplace for third-party applications and integrations that can be installed into Salesforce. It offers both free and paid apps to extend the functionality of Salesforce.
Final Thoughts
Salesforce offers a vast array of tools and features that can be tailored to various business needs. Mastering these concepts is key to succeeding in a Salesforce interview. With this guide, you are now well-prepared to tackle some of the most frequently asked Salesforce interview questions.
Good luck with your interview, and happy learning!
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Author: Rohit Kumawat
Salesforce Trainer
IT Education Centre Placement & Training Institute
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