Salesforce Interview Questions

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Salesforce Interview Questions for Beginners, Experts to crack interview in first attempt. Please go through the post.

Can you edit an apex trigger/ apex class in the production environment? Can you edit a Visualforce page in a production environment?

No, it is not possible to edit apex classes and triggers directly in production environment.

It needs to be done first in Developer edition or testing org or in Sandbox org. Then, to deploy it in production, a user with Author Apex permission must deploy the triggers and classes using deployment tools.

However, Visualforce pages can be created and edited in both sandbox and in production.

Only if the page has to do something unique (different values), it would have to be developed via Sandbox.

salesforce interview questions

What are the different data types that a standard field record name can have?

A standard field record name can have data type of either auto number or text field with a limit of 80 chars.

For generating auto numbers, the format needs to be specified while defining the field and after that for every record that is added, the number will get auto generated. For example:-

Sr No-{1}

Sr No-{2}

Sr No-{3}

What is a bucket field in reports?

A bucket field lets you group related records together by ranges and segments, without the use of complex formulas and custom fields. Bucketing can thus be used to group, filter, or arrange report data. When you create a bucket field, you need to define multiple categories (buckets) that are used to group report values.

The advantage is that earlier, we had to create custom fields to group or segment certain data.

What are dynamic dashboards? Can dynamic dashboards be scheduled?

Before we understand dynamic dashboards, let us first understand static dashboards. Static dashboards are the basic dashboard types that will be visible to any user who has made a report out of his data. An example of this is what a Sales manager/ Marketing manager would be able to see on his Salesforce org. In other words, a normal dashboard shows data only from a single user’s perspective. Now comes the concept of dynamic dashboards.

Dynamic dashboards are used to display information which is tailored to a specific user. Let us consider the same example as above. In case the Sales manager wants to view the report generated specific to only one of his team members, then he can use dynamic dashboards.

What do you mean by sales and support process?

To create opportunity object we need pick values for stage field. This process can be termed as the sales process. Now to control these values, we need to create record type for the opportunity object. This method is called support process.

What do you understand by lead process?

Till now, you must have known that object is the collection of fields. So in lead object, values needs to be decided by statuary fields. This process called lead process. Once the lead process is activated, you will be allowed to create record for the lead object.

Tell me what you know about S0Sl and SOQL?

In order to understand these two terms, we need to first understanding their meaning and then need interpret their difference. SOQL gets defined as salesforce object query. When SOQL is used, the salesforce professional has the facility to search only one object at a particular interval of time. SOQL can be passed down to both triggers and class and will provide you the facility to return records.

Salesforce Interview Questions for Freshers

Name three types of object relationships available in Salesforce?

There are three main relationship types in Salesforce…

  • A lookup relationship can be used to link two objects together. It is the most basic type of relationship that creates a child-parent relationship between two objects.
  • A master-detail relationship can also be used to link two objects together. A master-detail relationship creates a tight relationship between the parent and the child. The child record inherits the security of the parent, and if the parent is deleted, all associated child records will also be deleted. Master-detail relationships created some extra functionality such as roll-up summary fields that allow you to calculate data on the parent from the children.
  • A many-to-many relationship (Also referred to as a junction object), allows you to create a relationship between two objects that need to model a many-to-many relationship. These are created with an object that has two master-detail relationships to two parent objects.

Salesforce interview Questions

Can you customize Apex in a production org?

Apex cannot be customized in a production Org, it must be changed and deployed through a sandbox and meet test coverage requirements.

What are the two options for when Apex Triggers can run?

Apex Triggers can either run before a record has been saved of after. A “before” operation is usually used to verify information that is going to be inserted, and an “after” trigger is used to access data that has previously been entered by a user or system.

When should Apex be used over Workflow rules or Process Builder?

There are many reasons why you should use Apex over declarative automation options, here are a couple of common answers…

  • Workflow rules and Process Builder operations sometimes have feature limitations that can be overcome with Apex. For example, pulling information from an external system.
  • When dealing with certain or large sets of data, Apex can be more efficient than declarative options due to less limitations.

What is Visualforce?

Visualforce is the component-based user interface framework for Salesforce. The framework includes a tag-based markup language, similar to HTML. Each Visualforce tag corresponds to a coarse or fine-grained user interface component, such as a section of a page, or a field.

Visualforce is a language that was built for the Salesforce Classic interface.

Salesforce interview Questions and answers

What is a Lightning Component?

The Lightning Component framework is a UI framework for developing dynamic web apps for Salesforce Lightning. This is also referred to as the original Aura Components model.

What is the difference between Lightning Web Components & Lightning Components

Lightning Components are a user interface framework that is used to create applications for desktop and mobile technologies on Salesforce.

Lightning Web Components were created to make it easier for those unfamiliar with the complexity of Salesforce, to build on the platform. They use a standardized-based architecture to provide better access to developers.

What is the Lightning Message Service (LMS)?

The Lightning Message Service is a unique Salesforce feature that enables communication between Visualforce, Aura, and Lightning Web Components on the same Lightning Page. It’s worth noting that LMS is available in Lightning Experience only.

What is Salesforce Flow?

Salesforce Flow is the most powerful declarative automation tool that lives in Salesforce. If Workflow Rules or Process Builder reach certain limitations, then Flow is an alterative to Apex code to build your automation solution.

You can display data to your users with screen elements, create branches and loop over datasets.

How are sharing rules used in Salesforce?

Sharing rules can be set up in order to extend sharing and to grant users access to a set of records depending on a defined criteria.

A sharing rule can be set up to extend sharing to a profile, role or public group depending on either the owner of a record or a field value. You can either assign Read-Only access to these users or Read/Write access.

Can you explain the use of custom settings?

Custom settings are similar to custom objects and enable Developers or Admins to create custom sets of data, as well as create and associate custom data for an organization, profile, or specific user. You can use custom settings to store a variety of information that can be accessed easily by other Salesforce tools.

Salesforce Interview Questions for beginners

Explain the use of a roll-up summary field and where it can be used

Roll-up summary fields can be used to calculate information based on a parent records child records. While a formula field can calculate information within a single record, roll-up summary fields can calculate data from a set of child records.

For example, a roll-up summary field could be used to calculate the total value of all closed-won opportunities on an account. Roll-up summary fields can only be used on a master-detail relationship.

How does Salesforce track sales?

There are unique procedures followed by every company for tracking their sales. Various companies track the performance of sales by data analysis. The tracking system of Salesforce allows companies to collect basic details for evaluating the performance, such as:

  • Customers who are served daily
  • Number of daily sales
  • Day-to-day report of sales from Sales Managers
  • Sales figures on a weekly, monthly, or quarterly basis, depending on organizations’ needs
  • Details of the repeat customers who serve as the key factor for the growth of any organization

What is a junction object?

Junction objects help associate two objects. They are custom objects in Salesforce that allow building a Master-Detail relationship established between two different data objects. It uses a many-to-many relationship to link many junction objects to several records.

Example: If a candidate applies for a job, then the job profile can be connected to many applicants, and the candidate can be linked to several other jobs as well. Here, the junction object will be the ‘job profile.’

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