Top Salesforce Interview Questions And Answers In 2023
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These Salesforce Interview Questions comprise questions that have been quite well researched and compiled by industry experts in the field of Salesforce.

Salesforce is one of the leading CRM platforms globally. It helps businesses effectively manage their customer relationships, track sales activities, streamline marketing efforts, and improve customer service. By centralizing customer data and providing tools for sales automation and lead management, and customer support, Salesforce enables organizations to enhance their overall customer experience.
Salesforce Interview Questions and Answers
These Salesforce Interview Questions comprise questions that have been quite well researched and compiled by industry experts in the field of Salesforce. In the present scenario, you will find numerous sets of Salesforce Interview Questions and Answers being asked of a candidate and to excel in it, you need to be well informed, and here you can have a look at the most frequently asked Salesforce Technical Interview Questions
What refers to Salesforce?
It is one of the most basic and important Salesforce Technical Interview
Questions. Basically, Salesforce is a legit cloud-based customer relationship
management (CRM) platform that helps organizations manage their sales,
marketing, and customer service activities.
What are the different types of Salesforce clouds?
Well, as a known fact, Salesforce is a vast course, and in Salesforce
Interview Questions: You will hear this question being asked more often. So,
Salesforce provides numerous clouds, including the Sales Cloud, Service Cloud,
Marketing Cloud, Commerce Cloud, Community Cloud, and App Cloud
What is an “object” in Salesforce?
In Salesforce Interview Questions and Answers, you will also come across
people asking about “objects”. Well, this object differs, and it refers to a
table or database in the CRM system. It stores data specific to a particular entity,
such as an account, contact, opportunity, or custom object.
What is a ‘profile’ in Salesforce?
A ‘profile’ in Salesforce defines a user's permissions, access settings,
and settings for record types and page layouts. In Salesforce Technical Interview
Questions: whenever you are asked about “profile”, do not mention or express
that it controls what a user can view, edit, create, or delete in the
Salesforce organization.
What refers to the “workflow rule” in Salesforce?
A “workflow rule” in Salesforce is an automated process that
standardizes and streamlines business processes. It assists in automating standard
internal procedures to save time across the organization. Well, in Salesforce
Technical Interview Questions: they might also ask you to properly explain it
with instances, so you need to prepare yourself well enough to answer them
confidently.
In the general Salesforce Interview Questions and Answers round, you
might also be asked, “What is the difference between a role and a profile in
Salesforce?”
To answer that confidently, you can explain that: “A role defines a
user's position in the organization's hierarchy and determines access to
records owned by other users. On the other hand, a profile defines a user's
permissions and settings within the organization.”
What is a validation rule in Salesforce?
You might not have heard about the “validation rule”, but in Salesforce
Interview Questions and Answers segment, you might get asked about it. So, - A
validation rule in Salesforce ensures that data entered into records meets
specific criteria. It helps maintain data integrity and enforces business rules
and standards.
What is the difference between a standard object and a custom object in
Salesforce?
A standard object is provided by Salesforce and includes common business
entities such as accounts, contacts, opportunities, and cases. A custom object,
on the other hand, is created by an organization to store information unique to
its business processes.
What is Apex in Salesforce?
Apex is a programming language used to develop custom business logic and
extensions for Salesforce. It is similar to Java and allows developers to write
custom code to enhance the functionality of the Salesforce platform.
What is the purpose of the @AuraEnabled annotation in Salesforce?
The @AuraEnabled annotation ensures client- and server-side
communication in Lightning components. It allows the Lightning components to
invoke server-side methods and send and receive data between the client and the
server.
What are ‘Governor Limits’ in Salesforce?
Governor limits are runtime limits enforced by the Salesforce platform
to prevent abuse and ensure resource allocation. They include limits on the
number of records retrieved, the number of SOQL queries, CPU time, heap size,
etc.
How can you perform bulk data operations in Salesforce?
Salesforce provides the Bulk API, which allows you to process large sets of data asynchronously. It provides a way to create, update, delete, or upsert
records in bulk. Well, to be honest, in a Salesforce Interview Questions and
Answers, they will hardly ask you this question, as it requires proper
explanation, but it will be appreciated if you will prepare yourself to define
it well.
What is a ‘junction object’ in Salesforce?
When asked about Salesforce Technical Interview Questions- you must
First, highlight how it acts as a bridge. A ‘junction object’ is a custom object
that serves as a bridge between two related objects in a many-to-many
relationship. It contains two master-detail relationships, connecting records
from both objects.
How do sharing and security work in Salesforce?
Sharing and security in Salesforce are based on the organization-wide
default settings, profiles, roles, sharing rules, permission sets, and manual
sharing. These settings control the visibility and access to records and data.
In a general Salesforce Technical Interview Questions segment, you might
be asked, “What is the difference between a trigger and a workflow rule?”
To answer it in a proper way, you must start with a proper definition of
Trigger. A trigger is an Apex code that executes before or after specific
events occur, while a workflow rule is a declarative tool that allows for
automation based on specific criteria without writing code.
What is the main purpose of the Schema Builder in Salesforce?
The Schema Builder is a graphical representation of the data model in
Salesforce. It allows administrators and developers to visualize and design the
relationships between objects and fields. Well, Schema Builder holds an
important place in the CRM domain and in Salesforce Technical Interview
Questions, you might get asked about it. And knowing its answer will genuinely
help you get into a well-set-up company.
How can you integrate Salesforce with external systems?
Well, Salesforce provides various integration options, such as REST and
SOAP APIs, Salesforce Connect, Apex callouts, and middleware tools like
MuleSoft and Informatica
What are the different types of sandboxes in Salesforce?
You will find Salesforce offering several types of sandboxes, comprising
Developer Sandbox, Developer Pro Sandbox, Partial Copy Sandbox, Full Sandbox,
and Scratch Orgs. Each type has different features and limitations.
Well, this specific question has been asked in the Salesforce Technical
Interview Questions have been asked several times in recent times, and knowing its types
in detail will eventually help you leave an impressive image in front of the
interviewer. So, do not dodge this question and answer it in a detailed way.
How do you control access to data in Salesforce?
Salesforce provides a robust security model that allows you to control
access to data at various levels. You can use profiles, roles, sharing rules,
and permission sets to define who can view, create, edit, or delete records. In
the Salesforce Interview Questions and Answers round, this is one of the
complex questions that candidates often pass. But passing this question won’t
help you, so you must start with its gist and then further move on to explain
it with instances.
How do you import and export data in Salesforce?
Salesforce provides numerous data import and export tools, such as the
Data Import Wizard, Data Loader, and Salesforce Connect. These tools enable you
to import data from external sources, export data to CSV files, and integrate
with other systems.
How does Salesforce track sales?
There are unique procedures followed by each organization for tracking
their sales. Numerous organizations track the performance of sales via data
analysis. The tracking system of Salesforce lets organizations accumulate basic
details for evaluating performance, like:
- Consumers who are
served daily
- Number of daily sales
- Regular reports of
sales from Sales Managers
- Sales figures on a
weekly, monthly, or quarterly basis, depending on the organizations’
requirements
- Details of the repeat
customers who serve as the key factor for the growth of any organization
To be honest, in a Salesforce Interview Questions and Answers round,
this is one of the most important questions that comes around. And knowing its
answer is a must to get started with Salesforce professionally.
What refers to a junction object?
Junction objects help associate two objects. They are custom objects in
Salesforce that allow building a master-detail relationship that is established
between two different data objects. It uses a many-to-many relationship to link
many junction objects to several records.
Explain the numerous Salesforce dashboard components
Salesforce offers a variety of dashboard components that you can use to
visualize and analyze your data. These components help you create dynamic and
interactive dashboards tailored to your specific business needs.
Here are some of the most commonly used Salesforce dashboard components:
1. Chart: The chart
component allows you to display data in various chart formats, such as bar
charts, pie charts, line charts, and more. You can choose different field
values for the X and Y axes and customize the chart properties like colours,
labels, and legends.
2. Table: The table
component presents data in a tabular format, allowing you to view detailed
information. You can specify the fields to display and sort the data based on
specific criteria. It is useful for displaying lists of records and their
corresponding values.
3. Gauge: The gauge
component visually represents a single value within a specified range. It is
commonly used to display key performance indicators (KPIs) or progress towards
a goal. You can set thresholds and define the ranges for different performance
levels.
4. Metric: The metric
component displays a single value or summary statistic, such as a sum, average,
or maximum. It is useful for presenting summarized data at a glance. You can
customize the display format, such as currency, percentage, or number.
5. Report Chart: The report
chart component allows you to embed a chart from an existing Salesforce report
directly into your dashboard. It provides a dynamic link to the underlying
report, enabling users to drill down into more detailed data.
6. Visualforce Page: The
Visualforce page component lets you integrate custom Visualforce pages into
your dashboard. It allows you to leverage your own HTML, CSS, and Apex code to
create highly customized and interactive dashboards.
7. Custom Component:
Salesforce also provides the flexibility to create custom dashboard components
using Lightning Web Components (LWC) or Aura components. This allows you to
build and integrate your own tailored visualizations and functionality.
These are just a few examples of the Salesforce dashboard components
available. Depending on your edition of Salesforce and any additional installed
packages, you may have access to more specialized components, such as maps,
calendars, or other custom components designed for specific use cases.
List the numerous types of reports available in Salesforce.
In Salesforce, there are several types of reports available to help you
analyze and visualize your data.
Here are some of the common types of Salesforce Technical Interview
Questions asked and this point will justify it well:
- Tabular Reports:
Tabular reports present data in a simple table format with rows and columns.
They are useful for displaying raw data without any summarization.
- Summary Reports:
Summary reports allow you to group and summarize data. You can group data by a
particular field and add summary calculations, such as totals, averages, or
maximum/minimum values.
- Matrix Reports: Matrix
reports provide a cross-tabular view of data, allowing you to group data by
both rows and columns. This type of report is useful for comparing data across
different categories.
- Joined Reports: Joined
reports combine multiple report blocks into a single report. Each report block
acts as a separate report with its own set of fields, columns, and
calculations. You can view data from different report types side by side.
- Chart Reports: Chart
reports present data in graphical form, making it easier to visualize trends
and patterns. Salesforce provides various chart types, including bar charts,
line charts, pie charts, and more.
- Dashboard Reports:
Dashboards allow you to combine multiple reports and charts onto a single page,
providing an overview of key metrics and performance indicators. Dashboards can
be customized to display real-time data and can be shared with others.
- Lightning Report
Builder: Salesforce Lightning Report Builder is a drag-and-drop interface that
allows you to create reports and dashboards with ease. It provides a user-friendly
interface for building reports without the need for extensive coding or
technical knowledge.
These are some of the primary types of reports available in Salesforce. Each type offers unique features and functionalities to help you analyze and present your data effectively.
Highlighting perks of acquiring Salesforce Training to pass the Salesforce Interview Questions confidently
Acquiring legit Salesforce Training can provide several perks and help
you pass Salesforce Interview Questions with confidence. Here are some of the
key benefits:
- In-depth knowledge of
Salesforce: Salesforce training will give you a solid understanding of the
platform's core concepts, features, and functionalities. This knowledge will
enable you to answer Salesforce Interview Questions accurately and showcase
your expertise.
- Hands-on experience:
Many Salesforce training programs offer hands-on exercises and projects that
allow you to apply what you've learned. By gaining practical experience, you'll
be better equipped to answer Salesforce Interview Questions that require
real-world examples or scenarios.
- Mastery of Salesforce
tools: Salesforce has a vast ecosystem of tools and applications. Through
training, you can become familiar with tools like Salesforce Lightning, Apex,
Visualforce, and Process Builder. Proficiency in these tools will demonstrate
your ability to leverage the full potential of the Salesforce platform.
- Understanding of
Salesforce architecture: Salesforce has a unique architecture that includes
objects, fields, relationships, and data modelling. Training will help you
grasp these architectural components, enabling you to answer interview
questions related to data modelling, object relationships, and customizations
effectively.
- Knowledge of
declarative development: Salesforce provides declarative tools like Workflow
Rules, Process Builder, and Flow that allows you to build applications without
coding. Acquiring training will give you a thorough understanding of these
declarative development tools, equipping you to answer interview questions
about automating business processes within Salesforce.
- Preparation for
certifications: Salesforce offers a range of certifications that validate your
expertise in specific areas such as administration, development, and marketing.
Training programs often align their curriculum with these certifications,
providing you with the knowledge and skills necessary to pass the exams.
Possessing Salesforce certifications can significantly enhance your job
prospects and boost your confidence during interviews.
- Networking
opportunities: Many Salesforce training programs provide opportunities to
connect with a community of learners, trainers, and industry experts. Engaging
with this network can help you expand your professional connections, gain
insights from experienced practitioners, and even discover job opportunities
within the Salesforce ecosystem.
By acquiring Salesforce training, you'll gain the knowledge, skills, and
confidence needed to excel in Salesforce Interview Questions. Whether it's
answering technical questions, demonstrating your understanding of the
platform, or showcasing your hands-on experience, training will give you a
competitive edge and increase your chances of securing a Salesforce role.
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