Salesforce technical Q & A that interviewers love to repeat all the time – Part 1

Salesforce CRM platform is a ground-moving tool that will help businesses scale their sales targets with maximum efficiency. Salesforce can be handled only by professionals who possesses adequate Salesforce certification and hands on experience. Trained Salesforce professionals are in demand all over the world to set up, configure and administer the vast CRM system.

If there is ever a time to explore the possibilities of a career in CRM with Salesforce certification, it is NOW! In case you have already started preparations or are planning to take Salesforce training in the near future, we have you covered. We have complied the top favorite Salesforce questions that interviewers around the world tend to ask without fail. Make a note of them, learn how to answer them and suit up to excel your first interview itself. So here you go!

 The top asked Salesforce interview questions and answers:

1.  What do you understand by the term Salesforce app?

 An app, in the context of Salesforce is a group of tabs that work together to provide a specific functionality. Each page in Force.com will have a drop-down menu from where users can switch between multiple apps.

Each app in Salesforce can be completely customized; both in terms of appearance and functionality. New apps can be created by combining default tabs or be creating custom tabs.

The navigation directory to create a new app is: Setup -> Build -> Create -> App -> New

On reaching this destination, the requirements need to be defined to create the new app.

2. What is the process flow for customizing an App in Salesforce?

Customized apps can be created by following the process:

Setup → Build → Create → App → New

3. What is the architecture that Salesforce is built on?

 Salesforce is built on the MVC (Model, View, Controller) architecture. It is basically the platform which used by force.com to develop other related applications too.

It is convenient and appropriate for a CRM tool like Salesforce since it appreciates an application’s logic, has a neat user interface and provides ample data storage.

4.        What are the different formats of reports that can be generated in Salesforce?

Salesforce by default provides a vast range of reports.  There are four basic formats in which these reports are generated. The four formats include:

• Tabular report: Similar to spreadsheet reports, Tabular reports present data in the form of tabular rows and columns. Each column will have a corresponding matching record listed in the row for reference. No charts or data groups can be created from the tabular report. However, grand totals can be taken if required.

• Summary report: Summary reports provide the benefit of grouping row data into subtotals, grand totals and charts. Column data cannot be grouped in summary reports. These reports can be used to show data to a team in order of hierarchy of their totals.  

• Matrix report: Matrix reports are similar to tabular and summary reports; the only difference being that in matrix reports it is possible to group both rows and columns interchangeably without any restrictions. Users can also view subtotals, grand totals, create charts and even use the report for dashboard components. Matrix reports are the ideal choice for reviewing, comparing and summarizing data relating to a person, geography, product, date, etc. from a single point.

•   Joined report: Joinedreports provide advanced flexibility in viewing data from multiple angles. Each data can be used to create a sub-report with its own selection of fields, columns, order of arrangement, filtering, etc. It may also be used to merge various report types for creating a single meaningful report.

5.        What are the different types of accounts in Salesforce?

5.        What do you understand by Field Level Security in Salesforce?

 The Salesforce org by default will be a storehouse of confidential information that users from all organizational levels cannot be provided to access. For e.g.: an employee other than the HR Manager cannot have access to the payroll.

Field Level security in Salesforce ensures that each user is given access only to those fields to which they are entitled to work upon. Access to fields to which entry can be restricted include:

• Lists views and related lists

• Offline connectivity

• Partner portal

• Email and mail merge templates

• Salesforce customer portal

• Synchronized data

• Imported data, etc. 

The list doesn’t end here. There are many more questions that interviewers love to quiz candidates on. We will discuss more of such Salesforce certification based interview questions in the next post.

 In the meanwhile, if you have any specific question to which you seek an answer, drop us a message.