Salesforce Interview Questions with Answers – Part 1

Introduction:
Salesforce is one of the leading cloud-based CRM platforms, and mastering it opens up a world of opportunities for developers, administrators, and consultants. Whether you’re preparing for a Salesforce interview or looking to enhance your skills, having a strong understanding of key concepts is essential. In this comprehensive guide, we’ll delve into 100 interview questions along with detailed answers to help you ace your next Salesforce interview and excel in your career.

What is Salesforce?
Salesforce is a cloud-based CRM (Customer Relationship Management) platform that helps businesses manage customer relationships, streamline processes, and drive growth.
What are the different editions of Salesforce?
Salesforce offers several editions, including Essentials, Professional, Enterprise, and Unlimited, each with varying features and functionality to meet the needs of different businesses.
What is a Salesforce sandbox?
A Salesforce sandbox is a copy of a Salesforce org (organization) used for development, testing, and training purposes without affecting the production environment.
Explain the difference between Salesforce.com and Force.com.
Salesforce.com is the company behind the Salesforce CRM platform, while Force.com is the platform-as-a-service (PaaS) offering that allows developers to build custom applications on top of Salesforce.
What is an object in Salesforce?
In Salesforce, an object is a database table that stores data related to a specific entity, such as an account, contact, or opportunity.
What is a record in Salesforce?
A record in Salesforce is a single instance of an object that stores specific data related to that object, such as the details of a customer or a sales opportunity.
What is a custom object in Salesforce?
A custom object in Salesforce is a database table that stores custom data tailored to the unique needs of an organization, created using the Salesforce Schema Builder.
How do you create a custom object in Salesforce?
Custom objects can be created in Salesforce by navigating to Setup > Object Manager > Create > Custom Object and specifying the object’s details, such as its name, fields, and relationships.
What is a standard object in Salesforce?
A standard object in Salesforce is a pre-built object that comes standard with the Salesforce platform, such as accounts, contacts, opportunities, and cases.
What is a field in Salesforce?
A field in Salesforce is a specific piece of data stored within an object, such as a name, email address, or phone number.
How do you create a custom field in Salesforce?
Custom fields can be created in Salesforce by navigating to Setup > Object Manager > [Object Name] > Fields & Relationships and clicking the New button to define the field’s properties.
What are the different types of custom fields in Salesforce?
Salesforce offers various types of custom fields, including Text, Number, Date, Checkbox, Picklist, and Formula fields, each suited for different types of data.
What is a relationship in Salesforce?
A relationship in Salesforce defines how two objects are related to each other and can be established using lookup relationships, master-detail relationships, or external lookup relationships.
What is a lookup relationship in Salesforce?
A lookup relationship in Salesforce allows one object to link to another object using a field that references the related record’s ID, creating a parent-child relationship between the objects.
What is a master-detail relationship in Salesforce?
A master-detail relationship in Salesforce establishes a tight coupling between two objects, where the detail object inherits certain properties, such as security and ownership, from the master object.
What is a junction object in Salesforce?
A junction object in Salesforce is a custom object used to create a many-to-many relationship between two other objects, acting as an intermediary to link related records.
What is a validation rule in Salesforce?
A validation rule in Salesforce is a rule that defines the criteria for valid data input and prevents users from saving records that do not meet the specified criteria.
How do you create a validation rule in Salesforce?
Validation rules can be created in Salesforce by navigating to Setup > Object Manager > [Object Name] > Validation Rules and defining the rule criteria using a formula expression.
What is a workflow rule in Salesforce?
A workflow rule in Salesforce is an automated process that performs a set of predefined actions based on specified criteria when triggered by record changes.
How do you create a workflow rule in Salesforce?
Workflow rules can be created in Salesforce by navigating to Setup > Process Automation > Workflow Rules and defining the rule criteria, triggering conditions, and associated actions.
What is a process builder in Salesforce?
Process Builder is a visual workflow tool in Salesforce that allows users to automate complex business processes by defining triggers, criteria, and actions without writing code.
How do you create a process builder in Salesforce?
Process builders can be created in Salesforce by navigating to Setup > Process Automation > Process Builder and defining the process criteria, triggering conditions, and associated actions using a visual interface.
What is an approval process in Salesforce?
An approval process in Salesforce is a predefined workflow that routes records for approval based on specified criteria, allowing users to review, approve, or reject records in a structured manner.
How do you create an approval process in Salesforce?
Approval processes can be created in Salesforce by navigating to Setup > Process Automation > Approval Processes and defining the approval criteria, approval steps, and approval actions.
What is a sharing rule in Salesforce?
A sharing rule in Salesforce is a rule that grants access to records based on specified criteria, allowing users to share records with other users or groups who would not normally have access.
How do you create a sharing rule in Salesforce?
Sharing rules can be created in Salesforce by navigating to Setup > Security > Sharing Settings and defining the rule criteria, access levels, and shared groups or roles.
What is a role hierarchy in Salesforce?
A role hierarchy in Salesforce is a structure that defines the levels of access within an organization, allowing users higher in the hierarchy to access records owned by users lower in the hierarchy.
How do you create a role hierarchy in Salesforce?
Role hierarchies can be created in Salesforce by navigating to Setup > Users > Roles and defining the roles and their relationships within the hierarchy.
What is a profile in Salesforce?
A profile in Salesforce is a collection of settings and permissions that define what a user can see and do within the organization, such as object permissions, field-level security, and page layouts.
How do you create a profile in Salesforce?
Profiles can be created in Salesforce by navigating to Setup > Users > Profiles and defining the profile settings, permissions, and access levels for users within the organization.
What is a permission set in Salesforce?
A permission set in Salesforce is a collection of settings and permissions that can be assigned to users or groups to extend their access beyond what is granted by their profile.
How do you create a permission set in Salesforce?
Permission sets can be created in Salesforce by navigating to Setup > Users > Permission Sets and defining the permissions, settings, and access levels for the set.
What is a role in Salesforce?
A role in Salesforce is a defined level of access within the role hierarchy that determines what records a user can access and how they can interact with those records.
How do you assign a role to a user in Salesforce?
Roles can be assigned to users in Salesforce by navigating to Setup > Users > Users and editing the user record to specify the appropriate role.
What is a dashboard in Salesforce?
A dashboard in Salesforce is a visual representation of data that allows users to track key metrics, analyze trends, and monitor performance using charts, graphs, and tables.
How do you create a dashboard in Salesforce?
Dashboards can be created in Salesforce by navigating to the Dashboards tab, clicking the New Dashboard button, and selecting the data source, components, and layout for the dashboard.
What is a report in Salesforce?
A report in Salesforce is a list or summary of records that meet specific criteria, allowing users to analyze data, identify trends, and make informed decisions.
How do you create a report in Salesforce?
Reports can be created in Salesforce by navigating to the Reports tab, clicking the New Report button, selecting the report type and criteria, and customizing the report layout and format.
What is a report type in Salesforce?
A report type in Salesforce defines the objects and fields available for use in a report, allowing users to specify which data to include and how to organize and display it.
How do you create a report type in Salesforce?
Report types can be created in Salesforce by navigating to Setup > Object Manager > [Object Name] > Report Types and defining the primary object, related objects, and available fields for the report type.
What is a formula field in Salesforce?
A formula field in Salesforce is a field that displays calculated values based on specified formula expressions, such as mathematical calculations or conditional logic.
How do you create a formula field in Salesforce?
Formula fields can be created in Salesforce by navigating to Setup > Object Manager > [Object Name] > Fields & Relationships and clicking the New button to define the field type as Formula and specify the formula expression.
What are the different types of formula functions in Salesforce?
Salesforce offers various types of formula functions, including mathematical functions, text functions, date functions, logical functions, and aggregate functions, each used for different purposes.
What is a cross-object formula in Salesforce?
A cross-object formula in Salesforce is a formula field that references fields from related objects, allowing users to perform calculations and display data across multiple objects.
How do you write a cross-object formula in Salesforce?
Cross-object formulas can be written in Salesforce by referencing fields from related objects using dot notation, such as [Related_Object__r.Field_Name].
What is a roll-up summary field in Salesforce?
A roll-up summary field in Salesforce is a special type of field that calculates values from related records, such as counts, sums, averages, or minimum/maximum values, and displays the result on a parent record.
How do you create a roll-up summary field in Salesforce?
Roll-up summary fields can be created in Salesforce by navigating to Setup > Object Manager > [Parent Object Name] > Fields & Relationships and clicking the New button to define the field type as Roll-Up Summary and specify the calculation criteria.
What is the difference between a lookup relationship and a master-detail relationship?
A lookup relationship in Salesforce is a loose coupling between two objects that allows one object to reference another using a lookup field, while a master-detail relationship is a tight coupling that establishes a parent-child relationship between objects and inherits certain properties from the master object.
How do you export data from Salesforce?
Data can be exported from Salesforce by navigating to the Data Management section in Setup, selecting the Export option, choosing the desired export format and options, and initiating the export process.
What is data loader in Salesforce?
Data Loader is a Salesforce tool used for importing, exporting, updating, and deleting large volumes of data in Salesforce using a simple, user-friendly interface or a command-line interface.
How do you import data into Salesforce using Data Loader?
Data can be imported into Salesforce using Data Loader by preparing a CSV file containing the data to be imported, mapping the CSV fields to Salesforce fields, and initiating the data import process using the Data Loader application.
What is the difference between a workflow rule and a process builder?
Workflow rules in Salesforce are simple, trigger-based automation tools that perform predefined actions based on specified criteria, while Process Builder is a more advanced visual workflow tool that allows users to define complex processes with multiple criteria and actions.
How do you schedule a report to run automatically in Salesforce?
Reports can be scheduled to run automatically in Salesforce by navigating to the Reports tab, selecting the desired report, clicking the Schedule button, specifying the schedule details, and activating the schedule.
What is a data category in Salesforce?
A data category in Salesforce is a classification system used to organize and categorize records, such as articles, cases, or products, based on specific criteria or attributes.
How do you create a data category in Salesforce?
Data categories can be created in Salesforce by navigating to Setup > Data Management > Categories and defining the category structure, hierarchy, and visibility settings.
What is Salesforce Lightning?
Salesforce Lightning is the next-generation user interface and framework for Salesforce, designed to deliver a modern, intuitive, and responsive user experience across desktop and mobile devices.
What are the benefits of Salesforce Lightning?
Salesforce Lightning offers several benefits, including improved productivity, enhanced customization capabilities, better performance, and a more engaging user experience compared to Salesforce Classic.
What is a Lightning component in Salesforce?
A Lightning component in Salesforce is a reusable building block of the Lightning framework that encapsulates HTML, CSS, and JavaScript code to create custom functionality or user interface elements.
How do you create a Lightning component in Salesforce?
Lightning components can be created in Salesforce by navigating to Setup > Developer > Lightning Components and defining the component’s attributes, controller logic, and rendering behavior using Aura or Lightning Web Components.
What is Lightning App Builder in Salesforce?
Lightning App Builder is a visual design tool in Salesforce that allows users to create custom Lightning pages by dragging and dropping components onto the page layout, without writing any code.
How do you use Lightning App Builder in Salesforce?
Lightning App Builder can be used in Salesforce by navigating to the App Manager, selecting the desired app, clicking the Edit button, and customizing the app’s Lightning pages using the Lightning App Builder interface.
What is a Lightning page in Salesforce?
A Lightning page in Salesforce is a customizable, flexible layout that displays components and information in a Lightning Experience app, such as Home, Record, and App pages.
How do you create a Lightning page in Salesforce?
Lightning pages can be created in Salesforce by navigating to the Lightning App Builder, selecting the desired page type (Home, Record, or App page), and customizing the page layout and components using the Lightning App Builder interface.
What is a Lightning Web Component (LWC) in Salesforce?
A Lightning Web Component (LWC) in Salesforce is a custom HTML element built using modern web standards (such as HTML, CSS, and JavaScript) and the Lightning Component framework, designed for creating reusable, performant, and secure user interface components.
How do you create a Lightning Web Component (LWC) in Salesforce?
Lightning Web Components can be created in Salesforce by using the Salesforce CLI (Command-Line Interface) or the Salesforce Developer Console to create the component files (HTML, JavaScript, and CSS) and deploying them to a Salesforce org.
What is Apex in Salesforce?
Apex is a strongly-typed, object-oriented programming language used to develop custom functionality and business logic in Salesforce, such as triggers, classes, and controllers.
How do you write an Apex trigger in Salesforce?
Apex triggers can be written in Salesforce by navigating to Setup > Object Manager > [Object Name] > Triggers and defining the trigger logic using Apex code to respond to specific events or conditions.
What is a trigger context variable in Salesforce?
Trigger context variables in Salesforce are special system variables provided by the Salesforce platform that allow Apex triggers to access information about the context in which they are executed, such as the trigger event, trigger object, and trigger records.
How do you write an Apex class in Salesforce?
Apex classes can be written in Salesforce by navigating to Setup > Developer > Apex Classes and defining the class logic using Apex code to encapsulate business logic, data manipulation, or integration functionality.
What is a test class in Salesforce?
A test class in Salesforce is a special Apex class used to test the functionality of Apex code by simulating different scenarios, executing unit tests, and verifying that the code behaves as expected.
How do you write a test class in Salesforce?
Test classes can be written in Salesforce by creating an Apex class with the @isTest annotation and defining test methods to simulate various scenarios and verify the behavior of the code under test.
What is the difference between a before trigger and an after trigger in Salesforce?
A before trigger in Salesforce is executed before the record is saved to the database, allowing developers to modify the record’s data or perform validation checks, while an after trigger is executed after the record is saved to the database, allowing developers to perform additional operations, such as sending email notifications or updating related records.
What is a governor limit in Salesforce?
A governor limit in Salesforce is a runtime limit imposed by the Salesforce platform to ensure the efficient use of system resources and prevent abuse or misuse of the platform, such as limits on CPU time, heap size, and DML operations.
How do you handle governor limit exceptions in Salesforce?
Governor limit exceptions in Salesforce can be handled by monitoring the usage of system resources, such as CPU time and heap size, and optimizing the code to avoid hitting limits, such as by reducing the number of DML operations or optimizing queries.
What is a future method in Salesforce?
A future method in Salesforce is a special Apex method annotated with the @future annotation that allows developers to run code asynchronously in the background, outside the normal execution context, to avoid hitting governor limits and improve performance.
How do you call a future method in Salesforce?
Future methods can be called in Salesforce by invoking the method from within an Apex class or trigger and passing the required parameters, allowing the method to execute asynchronously in a separate context.
What is a batch class in Salesforce?
A batch class in Salesforce is a type of Apex class used to process large volumes of records asynchronously in smaller batches, allowing developers to avoid hitting governor limits and perform complex data processing operations.
How do you write a batch class in Salesforce?
Batch classes can be written in Salesforce by implementing the Database.Batchable interface and defining the batch processing logic within the start, execute, and finish methods, allowing developers to process records in smaller batches and handle large data volumes efficiently.
What is a schedule class in Salesforce?
A schedule class in Salesforce is a type of Apex class used to schedule the execution of Apex jobs, such as batch jobs or future methods, to run at specified intervals or times, allowing developers to automate recurring tasks and processes.
How do you write a schedule class in Salesforce?
Schedule classes can be written in Salesforce by implementing the Sched

ulable interface and defining the scheduled job logic within the execute method, allowing developers to specify the frequency and timing of job execution using the Salesforce scheduler.

What is a dynamic SOQL query in Salesforce?
A dynamic SOQL query in Salesforce is a query constructed at runtime using Apex code, allowing developers to build flexible, customizable queries based on dynamic criteria or user input, rather than hardcoding query strings.
How do you write a dynamic SOQL query in Salesforce?
Dynamic SOQL queries can be written in Salesforce by constructing the query string dynamically using string concatenation or formatting techniques and then executing the query using the Database.query() method, allowing developers to build queries based on runtime conditions or parameters.
What is a SOSL query in Salesforce?
SOSL (Salesforce Object Search Language) is a query language in Salesforce used to perform full-text search queries across multiple objects in the database, allowing users to search for records containing specific keywords or phrases.
How do you write a SOSL query in Salesforce?
SOSL queries can be written in Salesforce by using the FIND keyword followed by the search term enclosed in curly braces and specifying the objects to search across, allowing users to perform full-text searches across multiple objects and retrieve matching records.
What is a batch Apex query locator in Salesforce?
A batch Apex query locator in Salesforce is a special interface used to define the query used to retrieve records for batch processing in a batch class, allowing developers to fetch records from the database in smaller batches and process them efficiently.
How do you use a batch Apex query locator in Salesforce?
Batch Apex query locators can be used in Salesforce by implementing the Database.QueryLocator interface and defining the query logic within the start method of a batch class, allowing developers to fetch records from the database using a SOQL query or SOSL query and process them in batches.
What is the difference between a standard controller and a custom controller in Salesforce?
A standard controller in Salesforce is a pre-built controller provided by Salesforce for standard objects, such as accounts or contacts, while a custom controller is a custom Apex class written by developers to provide custom functionality for custom objects or Visualforce pages.
How do you write a custom controller in Salesforce?
Custom controllers can be written in Salesforce by creating an Apex class that extends the standard controller or implements the ApexPages.StandardController interface and defining the custom logic or actions required for the page.
What is a wrapper class in Salesforce?
A wrapper class in Salesforce is a custom Apex class used to represent a collection of data or records as a single object, allowing developers to manipulate and pass complex data structures between Visualforce pages and Apex controllers.
How do you use a wrapper class in Salesforce?
Wrapper classes can be used in Salesforce by creating a custom Apex class with properties corresponding to the data fields or records to be encapsulated, instantiating objects of the wrapper class, and populating them with data from queries or collections, allowing developers to pass and manipulate complex data structures in Visualforce pages and controllers.
What is a controller extension in Salesforce?
A controller extension in Salesforce is a custom Apex class used to extend the functionality of a standard controller or custom controller by adding additional logic, actions, or data manipulation capabilities, allowing developers to customize the behavior of Visualforce pages beyond what is provided by standard controllers.
How do you write a controller extension in Salesforce?
Controller extensions can be written in Salesforce by creating an Apex class that extends the standard controller or implements the ApexPages.StandardController interface and defining the additional logic or actions required for the page.
What is a custom setting in Salesforce?
A custom setting in Salesforce is a custom object used to store and retrieve custom data values that are organization-wide or user-specific, allowing developers to create configurable settings or parameters that can be accessed across the organization or by individual users.
How do you create a custom setting in Salesforce?
Custom settings can be created in Salesforce by navigating to Setup > Custom Settings and defining a new custom setting object with the desired fields and values, allowing developers to store and retrieve custom data values for use in their applications or processes.
What is a dynamic visualforce component in Salesforce?
A dynamic Visualforce component in Salesforce is a custom component that is created and rendered dynamically at runtime based on user input or runtime conditions, allowing developers to build flexible, customizable user interfaces without hardcoding component definitions.
How do you create a dynamic Visualforce component in Salesforce?
Dynamic Visualforce components can be created in Salesforce by defining the component markup and logic dynamically using Apex code or expressions within a Visualforce page, allowing developers to generate and render component definitions based on runtime conditions or user input.
What is an action function in Salesforce?
An action function in Salesforce is a Visualforce component used to invoke an Apex method from JavaScript code within a Visualforce page, allowing developers to perform server-side actions or operations in response to user events or interactions.
How do you use an action function in Salesforce?
Action functions can be used in Salesforce by defining the function within a Visualforce page using the component, specifying the Apex method to be invoked, and calling the function from JavaScript code using the $A.enqueueAction() method, allowing developers to trigger server-side actions or operations from client-side JavaScript code.
What is an Apex data table in Salesforce?
An Apex data table in Salesforce is a Visualforce component used to display tabular data from a collection of records or objects, allowing developers to create custom data tables with features such as sorting, filtering, and pagination.
How do you create an Apex data table in Salesforce?
Apex data tables can be created in Salesforce by defining the component within a Visualforce page, specifying the data source, columns, and attributes for the table, and customizing the appearance and behavior using standard or custom styling and JavaScript code.

Conclusion:
Mastering Salesforce requires a deep understanding of its core concepts, features, and capabilities, as well as hands-on experience building custom solutions and applications. By familiarizing yourself with these 100 interview questions and their detailed answers, you’ll be well-equipped to tackle any Salesforce interview and succeed in your career as a Salesforce developer, administrator, or consultant. Whether you’re just starting out or looking to advance your skills, continuous learning and practice are key to mastering Salesforce and achieving success in the Salesforce ecosystem.

Unlock Your Salesforce Dream Job—The Easy Way
You’ve just scratched the surface with these salesforce interview series. Want to take things to the next level? The competition is fierce, and you need more than just basic knowledge to stand out. That’s where the Salesforce Complete Interview Preparation course comes in.

Imagine having every insider tip and every tricky interview question at your fingertips. This course is your secret weapon to dominate any Salesforce interview—whether you’re going for that developer role, admin position, or want to impress with your business automation skills.

🎯 What’s inside?

Comprehensive lessons that go way beyond the basics.
Hands-on examples and real-world scenarios.
Quizzes to test your skills and boost your confidence.

💥 Why wait? Thousands of opportunities are out there, and the faster you’re prepared, the faster you can grab them. Don’t leave your dream job to chance—make it yours now!

👉 Click here to get started today! This could be the one step that changes everything.

Salesforce Interview Questions with Answers – Part 1

Contents :

Mastering Salesforce: 100 Interview Questions with Detailed Answers

2 thoughts on “Salesforce Interview Questions with Answers – Part 1”

Leave a Comment Cancel Reply