SALESFORCE INTERVIEW

QUESTIONS
by KS

600 INTERVIEW QUESTIONS & ANSWERS

REAL TIME INTERVIEW QUESTIONS INCLUDED
REAL TIME ISSUES AND TROUBLESHOOTING STEPS
HANDS ON TIPS TO CRACK THE INTERVIEW
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Table of Contents
SALESFORCE INTERVIEW QUESTIONS ......................................................................................4
Basic Interview Questions : ............................................................................................................4
CONFIGURING AND CUSTOMIZATION .................................................................................6
Types of Objects .........................................................................................................................8
Types of Fields ...........................................................................................................................9
Creating custom objects, tabs and app .....................................................................................10
Field Dependency ....................................................................................................................13
Validation Rules .......................................................................................................................14
Approval process & Flows and Process Builder ......................................................................20
Page Layouts ............................................................................................................................22
Reports and Dashboards ...........................................................................................................25
Lightning App Builder .............................................................................................................30
SECURING AND SHARING DATA ...........................................................................................34
Profiles .....................................................................................................................................34
Permission Sets ........................................................................................................................40
Org-Wide Defaults ...................................................................................................................42
Role Hierarchies .......................................................................................................................45
Sharing Rules ...........................................................................................................................48
Manual Sharing ........................................................................................................................51
Record Types ............................................................................................................................54
DATA MANAGEMENT ..............................................................................................................57
Import and Export Data ............................................................................................................57
Data Loader ..............................................................................................................................59
APEX PROGRAMMING .............................................................................................................61
OOPS .......................................................................................................................................61
MVC pattern ............................................................................................................................63
Datatypes and Variables ...........................................................................................................64
Control flow statements ...........................................................................................................65
Collections – Sets, lists, and maps ...........................................................................................66
Apex classes .............................................................................................................................68
Triggers ....................................................................................................................................70
SOQL and SOSL ......................................................................................................................72
Batch Apex ...............................................................................................................................73
LWC, Aura and JS ....................................................................................................................75
Debugging ................................................................................................................................76
Writing Test class .....................................................................................................................77
Governor Limits .......................................................................................................................78
Exception handling ..................................................................................................................80
INTEGRATION .......................................................................................................................81
Using SOAP Services ...............................................................................................................81
Using Rest API Services ..........................................................................................................84
Using Email Services ...............................................................................................................85
Platform Events ........................................................................................................................86
DEPLOYMENT ...........................................................................................................................88
Inbound and Outbound Change set
...................................................................................................................................................88
Visual Studio Code IDE ...........................................................................................................90
 SALESFORCE INTERVIEW QUESTIONS

Basic Interview Questions :

Q1: What is Salesforce, and what are its benefits?

Salesforce is a cloud-based customer relationship management (CRM) software that helps
businesses manage their sales, marketing, customer service, and other related operations. Some
benefits of using Salesforce include increased efficiency, better collaboration between teams,
improved customer engagement, and enhanced reporting and analytics.

Q2: What is the role of a Salesforce developer?

A Salesforce developer is responsible for designing, coding, testing, and implementing custom
solutions within the Salesforce platform. They work closely with stakeholders to understand their
requirements and translate them into technical specifications. They also ensure that the solutions
they develop are scalable, maintainable, and adhere to best practices.

Q3: How do you handle data security in Salesforce?

Data security is a critical aspect of Salesforce, and there are several features and settings available
to ensure data privacy and protection. These include setting up user access controls, encrypting
sensitive data, implementing two-factor authentication, and configuring audit trails to track changes
made to data.

Q4: What are some best practices for testing Salesforce applications?
Some best practices for testing Salesforce applications include writing test classes for all custom
code, using test data that closely resembles production data, testing all use cases and scenarios, and
using automated testing tools to improve efficiency and accuracy.

Q5: What is the difference between a standard object and a custom object in Salesforce?
A standard object is a pre-built object in Salesforce that comes with standard fields and
functionality. Examples include accounts, contacts, and opportunities. On the other hand, a custom
object is a user-defined object that is created to store specific data unique to a business or
organization.

Q6: How do you integrate Salesforce with other systems?

Salesforce provides several integration options, including web services, APIs, and middleware. The
most common way to integrate Salesforce with other systems is to use its REST API or SOAP API.
Middleware tools like MuleSoft, Dell Boomi, and Informatica can also be used to integrate
Salesforce with other systems.

Q7: How do you handle governor limits in Salesforce?

Governor limits are limits on the amount of resources a single transaction can consume in
Salesforce. To handle governor limits, developers should optimize their code to use fewer resources,
break up large transactions into smaller ones, and use asynchronous processing wherever possible.

Q8: What is a trigger in Salesforce, and how does it work?

A trigger is a piece of code that is executed when a specific event occurs in Salesforce, such as
when a record is created, updated, or deleted. Triggers can be used to automate processes, validate
data, and enforce business rules. They can be written in Apex, Salesforce's programming language,
and are attached to specific objects in Salesforce.

Q9: What is the difference between a workflow rule and a process builder in Salesforce?
A workflow rule is a declarative tool used to automate simple business processes. It can only
perform a limited set of actions, such as updating fields or sending email alerts. Process Builder, on
the other hand, is a more robust declarative tool that allows you to automate more complex
processes using a visual drag-and-drop interface. It can perform a wider range of actions, including
creating records, launching flows, and posting to Chatter.

Q10: What is a sharing rule in Salesforce?

A sharing rule is a tool used to grant access to records that users would not otherwise have access
to. It allows administrators to specify which records are shared, who they are shared with, and what
level of access is granted. Sharing rules can be used in conjunction with other security features in
Salesforce, such as roles, profiles, and permission sets, to ensure that users only have access to the
records they need.

Q11: What is a managed package in Salesforce?

A managed package is a collection of customizations, such as custom objects, fields, and Apex
code, that can be distributed and installed in other Salesforce organizations. Managed packages
provide a way for developers to package and distribute their customizations to other organizations,
either for free or for a fee. They can also be used to upgrade or uninstall customizations that have
already been installed.

Q12: How do you ensure data quality in Salesforce?

Data quality is crucial in Salesforce, as inaccurate or incomplete data can lead to poor decision-
making and ineffective processes. To ensure data quality, organizations should establish clear data
governance policies, train users on data entry best practices, enforce data validation rules, and use
data cleansing tools to identify and correct data errors.

Q13: What is a roll-up summary field in Salesforce?

A roll-up summary field is a type of field that displays the sum, minimum, maximum, or average of
a child record's field on the parent record. For example, you can use a roll-up summary field to
display the total amount of all related opportunities on an account record. Roll-up summary fields
are only available on master-detail relationships and are automatically calculated and updated by
Salesforce.

Q14: How do you handle data migration in Salesforce?

Data migration is the process of transferring data from one system to another, such as moving data
from a legacy system to Salesforce. To handle data migration in Salesforce, organizations should
first establish clear data mapping and transformation rules, ensure data quality, and test the
migration process thoroughly. Salesforce provides several tools and APIs to simplify the data
migration process, such as Data Loader, Workbench, and the SOAP API.

Q15: What is an Apex trigger handler, and why is it important?

An Apex trigger handler is a design pattern used to structure and organize Apex triggers in a way
that promotes maintainability, scalability, and testability. A trigger handler separates the trigger logic
from the business logic and allows developers to write more modular and reusable code. By using
an Apex trigger handler, developers can reduce the risk of bugs, simplify testing, and make their
code more flexible and adaptable to future changes.
 CONFIGURING AND CUSTOMIZATION

Q16: What is a custom object in Salesforce?

A custom object is an object that you create in Salesforce to store data that is specific to your
organization. You can use custom objects to model complex business processes and store data that
is not available in standard Salesforce objects. Custom objects can have custom fields, relationships,
and page layouts, and can be used in reports, dashboards, and other Salesforce features.

Q17: How do you create a custom field in Salesforce?

To create a custom field in Salesforce, you can go to Setup > Object Manager, select the object you
want to add the field to, and then click on Fields & Relationships. From there, you can click on New
to create a new field and select the field type, label, and other properties. Once you have created the
field, you can add it to page layouts, list views, and other areas of your Salesforce org.

Q18: What is a validation rule in Salesforce?

A validation rule is a tool used to enforce data quality and prevent users from entering invalid data
in Salesforce. Validation rules allow administrators to specify conditions that must be met before a
record can be saved, such as requiring a certain field to be filled out or enforcing a specific data
format. When a user tries to save a record that violates a validation rule, Salesforce displays an error
message and prevents the record from being saved.

Q19: How do you create a custom report in Salesforce?

To create a custom report in Salesforce, you can go to the Reports tab and click on New Report.
From there, you can select the object you want to report on and choose the report type. You can then
customize the report by adding and removing fields, adding filters, and grouping data. Once you
have created the report, you can save it and share it with other users in your organization.

Q20: What is a page layout in Salesforce?

A page layout is a tool used to control the layout and organization of fields on a record in
Salesforce. Page layouts allow administrators to customize the look and feel of records for different
users, profiles, and record types. Page layouts can include standard and custom fields, related lists,
and related record links, and can be customized for different devices, such as desktops and mobile
devices.

Q21: What is a custom setting in Salesforce?

A custom setting is a tool used to store data that is global to your organization or specific to certain
profiles or users in Salesforce. Custom settings allow administrators to define custom fields and
values that can be accessed from Apex code, formulas, and other Salesforce features. Custom
settings can be used to store configuration data, application settings, and other data that is not tied to
a specific record.

Q22: What is a workflow email alert in Salesforce?

A workflow email alert is a tool used to send an email notification to a user or group of users when
a record meets certain criteria in Salesforce. Workflow email alerts allow administrators to automate
email notifications for various business processes, such as notifying a sales representative when a
new lead is assigned to them or sending a confirmation email to a customer after an order is placed.

Q23: What is a process builder in Salesforce, and how is it used?

A process builder is a tool used to automate complex business processes in Salesforce. Process
builder allows administrators to create processes that are triggered by record changes and that can
perform a wide range of actions, such as updating fields, creating records, and sending email
notifications. Process builder is a visual drag-and-drop interface that makes it easy for
administrators to automate processes without writing code.

Q24: What is a picklist in Salesforce, and how is it used?

A picklist is a tool used to provide a set of predefined values that users can select from when
entering data in Salesforce. Picklists can be used to ensure consistency and accuracy of data entry,
and can be created for both standard and custom fields. Picklists can be single-select or multi-select,
and can be used in reports, validation rules, and other Salesforce features.

Q25: How do you create a custom tab in Salesforce?

To create a custom tab in Salesforce, you can go to Setup > Object Manager, select the object you
want to create the tab for, and then click on Tabs. From there, you can click on New to create a new
tab and customize its properties, such as the label, icon, and visibility. Once you have created the
tab, you can add it to app or profile layouts and give users access to it.

Q26: What is a custom label in Salesforce, and how is it used?

A custom label is a tool used to provide a user-friendly name or description for a field, object, or
other element in Salesforce. Custom labels can be used to make your Salesforce org more
understandable and accessible to users, and can be translated into multiple languages. Custom labels
can be accessed from Apex code, Visualforce pages, and other Salesforce features.

Q27: What is a lookup field in Salesforce, and how is it used?

A lookup field is a tool used to create a relationship between two objects in Salesforce. Lookup
fields allow users to associate records of one object with records of another object, and can be used
to model complex business processes and data relationships. Lookup fields can be created for both
standard and custom objects, and can be accessed from reports, dashboards, and other Salesforce
features.

Q28: What is a formula field in Salesforce, and how is it used?

A formula field is a tool used to calculate a value based on the values of other fields in Salesforce.
Formula fields allow users to display data that is not stored in a record, such as a calculation of two
fields or a concatenation of multiple fields. Formula fields can be created for both standard and
custom objects, and can be used in reports, list views, and other Salesforce features.

Q29: What is a dependent picklist in Salesforce, and how is it used?

A dependent picklist is a tool used to create a hierarchical set of picklist values in Salesforce.
Dependent picklists allow users to select a value in one picklist that filters the values available in a
second picklist, based on the selected value. Dependent picklists can be created for both standard
and custom objects, and can be used to ensure accuracy and consistency of data entry.

Q30: What is a record type in Salesforce, and how is it used?

A record type is a tool used to define different sets of fields and page layouts for a single object in
Salesforce. Record types allow administrators to create different user experiences for different
business processes, users, or profiles. Record types can be used to show different page layouts,
picklist values, and validation rules, based on the selected record type.

Q31: What is a custom button in Salesforce, and how is it used?

A custom button is a tool used to create a button that performs a custom action in Salesforce.
Custom buttons can be created for both standard and custom objects, and can be used to perform a
wide range of actions, such as creating a new record, launching a Visualforce page, or calling an
external web service. Custom buttons can be added to page layouts, list views, and other areas of
your Salesforce org.
 Types of Objects

Q32: What are the different types of objects in Salesforce?

A: There are two types of objects in Salesforce:

Standard Objects: These are the objects provided by Salesforce, such as Accounts, Contacts,
Opportunities, Cases, etc.
Custom Objects: These are the objects that you can create according to your business needs. For
example, if you want to track the data of a specific object, you can create a custom object for that.
Q33: What is the difference between standard and custom objects?
A: Standard objects are provided by Salesforce, and they have predefined fields and functionality.
Custom objects, on the other hand, are created by the user to track specific data or meet specific
business needs. They can have custom fields, custom relationships, and custom functionality.

Q34: How can you create a custom object in Salesforce?

A: To create a custom object in Salesforce, you can follow these steps:

Go to Setup -> Object Manager -> Create -> Custom Object.

Enter the details such as Object Label, Object Name, and Plural Label.
Select the features that you want to enable for this object, such as Reports, Activities, and History.
Add custom fields to the object.
Define the relationships with other objects.
Set up the page layouts and record types.
Q35: What are the different relationships that can exist between objects in Salesforce?
A: There are four types of relationships that can exist between objects in Salesforce:

Master-Detail Relationship: This is a parent-child relationship, where the child object record is
dependent on the parent object record.
Lookup Relationship: This is a non-dependent relationship, where the child object record can exist
without the parent object record.
Many-to-Many Relationship: This is a relationship where many records of one object can be related
to many records of another object.
Hierarchical Relationship: This is a special relationship that exists between the User object and
itself. It represents the manager-employee relationship.

Q36: What is the difference between a custom object and a custom setting in Salesforce?
A: Custom objects are used to store data records while custom settings are used to store settings and
configurations. Custom objects have records associated with them that can be viewed and edited in
the Salesforce interface or through the API, while custom settings can only be accessed
programmatically.

Real-time example: A custom object could be used to store customer orders in an e-commerce
platform, while a custom setting could be used to store the API credentials for a third-party shipping
provider.
Q37: Can you explain the purpose of an external object in Salesforce?
A: An external object represents data that is stored outside of Salesforce, such as in an external
system or database. External objects allow you to access data that is not natively stored in
Salesforce and make it available for use in the Salesforce interface, including in reports, list views,
and dashboards.

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