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Salesforce Interview Questions And Answers

What is Salesforce?

Ans. Salesforce is a leading Customer Relationship Management (CRM) platform that helps manage a company’s marketing, sales, service, and commerce, thereby improving customer satisfaction. 

 

What are the types of Salesforce Cloud?

Ans. Sales Cloud:

The Salesforce Sales Cloud helps in the automation of the sales process, enhances lead generation, and simplifies communication across different channels. This platform is more adaptable and can grow easily. Many companies generally use Sales Cloud to increase sales.

Marketing Cloud:

The Salesforce Marketing Cloud works by automating the marketing across the different channels, which include email, SMS, social media, websites and mobile apps. It integrates all the systems into a single unified platform and provides tailored messages at the appropriate moment to the target audience.

Analytics Cloud:

Salesforce Analytics Cloud helps companies analyse large amounts of data and creates easy-to-understand visuals that enable users to discover hidden trends and opportunities within extensive datasets, supporting the decision-making process. It helps businesses increase sales, improve customer interaction, and promote growth.

Service Cloud:

The Salesforce Service Cloud helps the user automate service tasks, improve workflows, and provides expertise to assist customer service agents. It builds a tailored marketing relationship with every customer across different channels and devices. It lets the service team offer support through phone, SMS, Email, chat and through other means of platforms and creates a flexible choice for customer to get connected as per their choice.

 

What is a trigger and a workflow?

Ans. Trigger:

A Salesforce trigger is a database function that automatically executes during certain events. It allows taking custom actions before or after changes to records in Salesforce, like updating, adding or deleting them. 

Workflow:

Salesforce Workflow assigns new tasks to a user or owner. 

 

What are the benefits of using Salesforce?

Ans. The benefits of using Salesforce in business are as follows.

Increased Productivity of Sales Teams.

Easy Integration with other systems.

Improved productivity with AI.

Easy access to information.

Enhanced Security.

Enhanced insights through data analytics.

 

What are the different types of apps that can be created in Salesforce?

Ans. Salesforce enables the creation of two different kinds of applications.

Custom app:

This app is mainly used by business owners who want to create apps that meet the changing needs of their business. 

Console app:

This app is only used in client service. where the clients’ problems are addressed. It is less common in the market than a custom app.

 

What is the sharing rule?

Ans. The sharing rule is only applicable when the user wants to allow access to another user.

 

What is Salesforce Lighting?

Ans. 

Salesforce Lightning: Salesforce Lightning is an updated version of the Salesforce CRM platform. It provides modern technology with a modern experience, with improved pages for handling sales. It creates a fresh approach to interact with the organisation by using Salesforce features like standard and custom objects, dashboards, reports, and many more. Additionally, it incorporates advanced technologies for building cutting-edge mobile apps.

 

What is a Salesforce formula field?

Ans. The formula field calculates the value based on the existing field by using logical operations and functions. It allows the dynamic calculation of data.

 

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What is a Salesforce validation rule?

Ans. The validation rules ensure the user's data meets the standards before it is saved.

 

List some ways in which Salesforce integrates with other systems.

Ans. Here are some ways in which Salesforce integrates with other systems is as follows:

Bulk API

REST API

Streaming API

Apex Callouts 

Salesforce Connect 

SOAP API

 

What are the types of Salesforce Subsidiaries?

Ans. The Salesforce Subsidiaries are as follows.

Heroku

Demandware Inc

SalesforceIQ

Tableau

Pardot

Mulesoft

 

What is a Salesforce SOAP?s

Ans. In Salesforce, SOAP means Simple Object Access Protocol. This protocol defines a uniform way of passing the XML-encoded data.

 

What is the Fiscal year in Salesforce, and list its types?

Ans. The Fiscal year in Salesforce is the starting and ending date of a company's financial year. There are two types of Fiscal years in Salesforce, and they are as follows. 

Standard fiscal year

Custom fiscal year 

 

How many ways are there to store various types of records in Salesforce?

Ans. There are many ways to store various types of records, such as files, images, and documents. They are as follows.

Libraries

Attachments

Google Drive

Chatter Files

 

What is Big Object?

Ans. A big object that holds and manages the huge amount of data in Salesforce without slowing down performance. Salesforce Big Objects provide reliable performance for up to a billion records and can be accessed through standard APIs for both the organisation and external systems.

 

What is Apex Hammer?

Ans. The Apex Hammer in Salesforce is a method that runs all Apex tests on both the current and upcoming platform releases to make sure that updates do not cause any regressions.

 

What are the different types of Salesforce?

Ans. The Salesforce Flow is an automation tool provided by Salesforce that automates various tasks such as posting a Chatter, sending custom notifications, Sending Emails and many more. It can trigger insert, update records and delete records, and it can run for both after and before events.

The various kinds of Flows in Salesforce are listed below.

Schedules-Triggered Flow

Platform Event Flow

Auto-launched Flow

Screen Flow

 

What is OmniStudio?

Ans. OmniStudio is a low-code platform that enables businesses to quickly create custom applications. It simplifies building complex, industry-specific solutions on Salesforce and provides various tools to help develop and launch applications without the need for deep coding skills.

 

What is DataRaptor, and what are its types?

Ans. The DataRaptor is a mapping tool that enables the user to read, transform, and write Salesforce data. The types of DataRaptor are as follows.

Extract

Turbo Extract

Load 

Transform

 

What is an Audit trail in Salesforce?

Ans. In Salesforce, an audit trail keeps track of all changes to an organisation's settings, data, and user actions. 

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