Salesforce Interview Questions

Salesforce is latest cloud technology and cloud CRM (Customer Relationship Management) software that effectively helps to streamline the sales and maintenance of an enterprise. Salesforce brings you the latest in Customer Relationship Management (CRM). With the world moving its data to the cloud, you get to equip yourself to merge your CRM techniques with Cloud Computing. Create dashboards for your clients and generate reports easily to help them keep track of statistics which would otherwise require manual tasks by a support executive. Salesforce simplifies CRM and maximizes Customer Satisfaction!

CRM (Customer Relationship Management) is software that is capable of integrating the activities of a sales / business team remotely connected through the internet.

• Security Confirmation
  
• Activate your computer for Salesforce.com CRM
  
• Navigation
  
• Organization Administration of Salesforce.com CRM
  
• Customization in Salesforce.com CRM
  
• Security & Access in Salesforce.com CRM
  
• Workflow in Salesforce.com CRM
  
• Workflow Approvals
  
• Data Validation in Salesforce.com CRM
  
• Data Utilities for Import and manage data
  
• Analytics & Reports in Salesforce.com CRM
  
• Marketing Administration
  
• Service & Support Administration
  
• Administration Console
  
• Extending Salesforce CRM
  
• The AppExchange
  

Tracking the sales activities and performance is essential for any business to improvise and stabilize the growth of the business. That is why CRM plays a major role in helping them to track the sales and performance effectively.

Company management, contacts management, email management, SMS management, document management, Products Management, Invoice management, orders management, and other management modules are available in Salesforce CRM.

The ability to perform computations and to store data and information is defined as Cloud Computing. It has gained significant momentum for the past 10 years for its robustness and portability.

Simple and powerful APIs (Application Programming Interfaces) from Salesforce grants an effective programmatic access to create the applications to handle the information of an organization. Most of the APIs are SOAP and REST based APIs.

It eliminates the need to install and maintain software in a computer. You can avail the application services over the internet using SaaS (Software as a Service).

Salesforce uses Multi-tenancy, a smart cloud technology to share various IT resources effectively and efficiently. This technology is also known for its security attributes. Multiple software applications, business or organization can share the same IT resources cost-effectively with this technology.

In Platform-as-a-Service, you can run various applications irrespective of the hardware and software resources of your company.

Salesforce provides a vast enterprise ecosystem by accommodating more than 2700 partner applications in addition to the already powerful suite of sales, marketing, and CRM applications. Salesforce continues to rise as a fourth-largest software manufacturer from sixth largest software provider for its added advantage of hosting thousands of third-party applications.

With excellent functionality and additional enhancements, Salesforce objects help to store data effectively and efficiently in the database. There are different types of read-only and read-write objects such as Standard Objects, Custom Objects, and External Objects.

Mobile UI is an open-source element which is based on Polymer framework (Google). With the help of these fundamental building blocks, Mobile apps with fun, engaging and innovative functionalities can be created.

It is an exclusive Analytics and Dynamic Visualization Engine that provides reports and dashboards to derive a clear understanding of the business and its status. It allows assigning instant tasks and taking instant actions after the retrieval of results in analytics and reports dashboard.

In this type of service, the user can utilize various virtualized resources of computer as a cloud computing service over the internet.

A User can view and edit the contents on the Salesforce CRM (Customer Relationship Management) software with the help of user-friendly CRM editors.

Easy navigation across the data and services of Salesforce CRM is customized depending on different platforms such as computers, laptops, IPhone and Android mobiles etc.

The cloud platform eases the Information Technology services from acquiring big infrastructure and maintenance resources.

Salesforce CRM cloud services are accelerated in their performance and applications with the new Salesforce Cloud 2 Platform.

It is a lightning speed platform to run various Salesforce applications to maintain enterprise is made possible by Force.com Platform.

Salesforce is an effective CRM (customer relationship management) tool which is very cost effective SaaS.

Custom objects are called to the database tables. It helps in storing the data of your company in the Salesforce.com. So once when the custom object is defined it will help in completing the following things:

• To create the custom fields
• To associate the custom object with the other related records
• To display the custom object data
• For the custom object, it records track events and the tasks
• To build the page layouts
• For the custom object, it helps in creating a custom tab
• To analyze custom object data create dashboards and reports
• To Share the custom tabs, custom apps, custom objects and any other related elements

It is the term which is used to link the custom object records to the standard object records in a related list.

It is a lookup relationship to the same object. It is the premise which allows the clients or users to take an object as Merchandise and then create relationships with the other related objects.

The number of reasons which may cause the data loss are as follows:

• By changing data and date-time
• By migrating to percent, number, and currency from other data types
• By changing from multi-select pick list, checkbox, auto number to other types
• By altering to multi-select pick list from any type except pick list
• By changing to auto-number except from text
• By changing from text-area to e-mail, phone, URL, and text

Salesforce is the following system that records various supportive fundamental subtle elements, for example,

• Number of clients served day by day
• Day by day sales volume
• Itemized reports from Sales Manager
• Sales figures by month or quarter
• In particular, Salesforce tracks and reports repeated customer activity which is the key element of success in any sales organization.

There are two types of relationship which are Master-detail relationships and Lookup relationships.

isNull is the function which supports for the number field

isBlank is the function which supports for the Text field

It is known as the code which is excited before or after the updating or inserting of any record.

Workflow implies to an automated process which fires an action based upon the evaluation and rule criteria. Whereas, Trigger is the code which is excited before or after the updating or inserting of any record.

Force.com is known as PaaS (Platform-as-a-Service) service whereas Salesforce.com is a SaaS (Software-as-a-Service) service.

There are mainly three types of object relations in the Salesforce such as:

• One-to-many
• Many-to-many
• Master-detail

Hence these relations types are very logical only when the user or client becomes familiar with the software program and functions.

The different types of reports in Salesforce are:

• Tabular report which helps in displaying the grand total in the tale form.
• Matrix report which helps in grouping which is based upon the rows and columns.
• Summary reports are the detailed reports in which the grouping is based upon columns.
• Joined report is the report which helps in joining the two or more reports in a single report

Well no, it is not possible to schedule a dynamic dashboard in the Salesforce.

The number of actions which are available in the workflow are Email Alert, Task, Field Update and Outbound Message.

The limit can be find from the form setup by clicking the data.com administration/Users. Hence from the data.com users section, user can able to see their monthly limit and also check on how many records are exported during the month.

The types of custom settings in Salesforce are Hierarchy type and the List type.

It indicates that the list which has been trying to access has no particular value in them.

It is the object which is used to build the many to many relationships in between the objects.

It is function which helps in explaining or knowing the data or track the recent setups changes of the administrations does to the association. Whereas it can be able store the data of last 6 months.

It implies to the pictorial representation of the report, and whereas maximum of 20 reports can be added in a single dashboard.

It may require only one controller and as many extension controller.

The different types of Email templates are:-

• Text- where all the users have rights to create or change this template.
• HTML with the letter head where only the admin and users have the Edit HTML templates rights and can create this template with the letterhead.
• Custom HTML- where only the admin and users have the Edit HTML templates rights and can create this template without the need of letterhead.
• Visual force-Where admins and developers have the right to create this template.

An application is a gathering of tabs that work as a unit to give usefulness. Clients can switch between applications utilizing the Force.com application drop-down menu at the upper right corner of each page. You can tweak existing applications to coordinate the way you work, or construct new applications by gathering standard and custom tabs. Route to make application in Sales drive: Setup - >Build - >Create->App-> Click on new and make your application as indicated by your necessities.

This kind of relationship links two objects together,

• Up to 25 allowed fir object
• Parent is definitely not a required field.
• No effect on a security and access.
• No effect on deletion
• Can be different layers profound.
• Lookup field isn't required. 

It is the Parent child relationship. In which Master speaks to Parent and detail speaks to Child. In the event that Parent is erased then Child likewise gets erased. Rollup outline fields must be made on Master records which will figure the SUM, AVG, and MIN of the Child records.

• Up to 2 permitted to object.
• Parent field on child is required.
• Access to parent decides access to children.
• Deleting parent automatically deletes child.
• A child of one master detail relationship can't be the parent of another. Lookup field on page layout is required. 

Lookup and Master detail relationships are one to numerous connections. We can make many to Many relationship by utilizing junction object. It is a custom protest with two master detail relationships.

Text, Pick list, Pick list (multi select), Date, Email, Date/Time, Date, Currency, Checkbox, Number, Percent, Phone, URL, Text Area, Geolocation, lookup relationship, master detail relationship and etc.

Tab is a UI component to user creates to display the custom object data. There are three kind of tabs.

• Custom Tabs
• Visual force Tabs
• Web Tabs 

Yes, client can transfer their custom logo in archives and after which they pick that logo for an association.

We can customize diverse things on page layout like, Fields, Buttons, Custom Links and Related Lists. We can likewise make segments.

SOQL (Salesforce Object Query Language)

• Utilizing SOQL we can Search just on one object at any given time
• We can query on all fields of any datatype
• We can utilize SOQL in Triggers and classes.
• We can perform DML operation on query results.

SOSL (Salesforce object Search Language)

• Utilizing SOSL we can seek on numerous objects at once.
• We can query just on fields whose information compose is text, phone and Email.
• We can use in classes however not in Triggers.
• We can't perform DML activity on search item

Utilizing insert strategy we can embed the records yet in the event that any mistake happens in any record framework will toss a blunder addition fizzle and none of the records are embedded.

In the case if we need to execute partially achievement of mass embed task we will utilize database .insert. 

Utilizing Static Resources we can transfer pictures, compress records, jar documents, java content and CSS records that can be alluded in a visual force page. The greatest size of Static Resources for an association is 250mB.

Include java content record in Static Resource setup - > develop - > Static Resources - > tap on 'New' - > Name: filename and add document from local desktop and save. We can utilize that record as follows in Visual Force page

In the event that we need to access to different clients we utilize sharing rules.

• Role Hierarchy
• OWD
• Manual Sharing
• Criteria Based Sharing rules
• Apex sharing 

The two ways are Validation rules and Page Layout level

Role is Record level access and it isn't compulsory for all clients.

Profile is object level and field level access and it is obligatory for all clients.

15MB

Activity function: It invoke the controller technique from java content utilizing AJAX and we can utilize activity work from better places on visual force page.

Activity support - It invoke the controller technique utilizing AJAX when even happens on page like onMouseOver, onClick, etc. and we can utilize action support for specific single apex segment.

• Visual force page
• Web Service
• Triggers
• Email services

Specifically we can't make Master Detail relationship between existing records, first we need to make Lookup relationship and give valid lookup fields and it shouldn't be invalid or null.

It extends the user's functional access without changing the client's/user's profile.

It is to share a record to a specific user manually.

No its not practically possible.

It is the one field filter that pick list the values on the other field.

Yes definitely. Controlling field ought to be Check box or pick list.

Manual sharing is to share a record to a particular user manually.

Not it is not practically possible.

According to the field selection on one field filter the pick list values on other field.

Yes it is possible. Controlling field should be Check box or pick list.