Top 200+ Salesforce Interview Questions and Answers for a Successful Interview


Salesforce is the world’s leading CRM service provider with a market share of 23.8%. It is successfully fulfilling the CRM needs of organizations and is known for its quality cloud services, and is generating potential growth opportunities for professionals embarking their journey in areas such as sales, marketing, product development, and engineering. We have curated Salesforce interview questions guide to make this unnerving interview process soothing for you.

Salesforce provides an immense career growth to an individual. Think of joining a professional Salesforce training course to speed up your career growth. Here is a list of popular Salesforce interview question divided into 7 sections, for various departments of Salesforce.

Let's start with the list of salesforce interview questions.

Basic Salesforce Interview Questions And Answers

Q1). What is Salesforce CRM?

Salesforce is a cloud-based service as a software (SaaS) company, it has an application that users can access online. It uses a subscription pay-as-you-go business model. All data and information are kept in the cloud, making Salesforce available at all times from any device.

Q2).What are the advantages of Salesforce CRM?

Here are some of the top advantages of Salesforce CRM listed below -

  • Guaranteeing faster and improved sales prospects.
  • Organizing a logical approach to client attainment.
  • Reducing cost and refining customer gratification.
  • Mechanization of monotonous and less significant tasks.
  • Improved competence and improved message on all fronts.

Q3). Explain the meaning of custom objects in Salesforce?

Custom items are ones that users have generated. They provide knowledge that is exclusive and crucial to their business. They serve as the brains of all applications and give data exchange a framework.

Q4). Describe the functionality of custom objects in Salesforce?

These custom matters must be well-defined first and then the subsequent steps need to be taken:

  • Link records with custom objects.
  • The custom object data are exhibited in custom lists.
  • Generate a custom tab for the custom object.
  • Structure page layouts.
  • Generating dashboard & account for analyzing the custom object.
  • The custom tab, app, and entity can be shared
  • Get Salesforce Documentation in just 24 Hours

Q5). Explain the object relationship summary?

In Salesforce, you can associate the normal and custom object accounts in a linked list. It is completed by an Objectby Object relationship summary. Numerous types of associations can be created to attach precise business cases with exact customers. It is probably to create a custom relationship on an object and describe numerous relationship types. This is one of the most frequently asked Salesforce interview questions, you cannot miss during your preparation. 

Q6). Describe the functionality of custom objects in Salesforce?

Custom objects are non-entity and database tables. It supplies information linked to your corporation in Salesforce. Once you have a well-defined custom object you can do subsequent things like.

  • Generate custom fields
  • Subordinate the custom object with other records
  • In the conventional related lists, it shows the custom object data
  • For the custom item, records track actions and responsibilities
  • Build page designs
  • For the practice object, generate a custom tab
  • To analyze custom object data, generate dashboards and reports
  • Share your convention tabs, practice apps, custom objects, and any additional related components.

Q7). Describe the meaning of the object relationship overview?

Object relationship overview in Salesforce is needed to associate convention object records to normal object records in a linked list. In other words, it is supportive to track product flaws related to customer cases. You can describe diverse types of relationships by generating custom relationship fields on an object.

Q8). What are the reasons that can cause data loss in Salesforce?

Data loss may occur due to the following explanations in Salesforce.

  • Altering data and date-time
  • Varying to percent, figure, and currency from other information types
  • Altering from a multi-select picklist, checkbox, auto figure to other types
  • Shifting to multi-select picklist from any kind excluding picklist
  • Altering to auto-number excluding from text
  • Altering from text-area to email, mobile, URL, and text.

Q9). What is the main purpose of using Salesforce?

Salesforce is a leading cloud-based service as a software (SaaS) company that allows businesses to use cloud services to better connect with their customers, partners remotely. It is packed with features like no other CRM software; helping businesses with features such as: 

Q10). What is SaaS in Salesforce?

SaaS is a payment-based platform, where clientele can always decide not to reintroduce if they are discontented. 

Q11).   How can SaaS be beneficial to Salesforce?

Here are a few benefits of SaaS in Salesforce.

  • Customers can circumvent a large preliminary asset in an IT infrastructure and day to day propel of sustaining infrastructure
  • SaaS customers deliver similar provider substructure and simple integration.
  • SaaS applications use an easy internet interface that makes it simpler for the customer to use.
  • SaaS always offers the newest platform to the client with modernization.

Q12). What are various object relations in Salesforce?

Salesforce provides the following types of object relationships:

  • Master-detail relationship.
  • Lookup relationship.
  • Self-relationship.
  • External lookup relationship.
  • Indirect lookup relationship.
  • Many-to-many relationship (junction object)
  • Hierarchical relationship.

Q13). What is a batch Apex class in Salesforce?

Batch Apexclass in salesforce is used to run large jobs that would exceed normal processing limits. Using Batch Apex, you can process heavy records asynchronously in batches (hence the name, “Batch Apex”) to stay within platform limits. This is how Batch Apex works under the hood.

Salesforce Interview Questions And Answers For Experienced

Q14). How does Salesforce deploy Sales Path?

Sales path is the part of Salesforce that sales reps focus onfocused. In the image below we have presented the step-wise process process  to deploy the Salesforce sales path:

Q15). What is a Master-Detail relationship in salesforce? 

Master-detail relationship in salesforce is like a parent-child relationship where master represents a parent and detail represents a child in which master object controls some behaviors of the detail child object. For whenever a Master object record is deleted then the detail object related to it automatically gets deleted. This 

Q16). What is the difference between master-detail and lookup relationships?

The Salesforce lookup relationships are independent of other records whereas the master-detail relationship has a direct dependency between the two objects. Lookup relationships can be used when we just need to have the relationship between two objects but not a direct dependency on each other.

Q17). Can two profiles be assigned to one user in salesforce?

Two different users can have the same profile in Salesforce but two profiles cannot be assigned to one user. 

One profile can be assigned to many users. For example, suppose the admin creates a sales profile. Now the admin has to give access to one sales profile to multiple members of the sales team as the same role can be given to multiple users but they all may or may not have the same permissions.

But the admin cannot give a user access to more than one profile because sales reps should only have access to the sales profile only. So two different profiles cannot be assigned to one user.

Q18). What is the difference between trigger and workflow? 

Workflow is an automated process that fires an action based on Evaluation criteria and rule criteria and lets you automate standard internal procedures and processes to save time across your org. Whereas Trigger is a piece of code that enables you to perform custom actions before or after a record is inserted or updated. The usage of the triggers lies when there is a need to update the particular record after and before the action has taken place. 

Q19). What is a dynamic dashboard in Salesforce? And how to create a new one?

Salesforce Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. They are used to display user-specific data, such as their personal quotas and sales, or a number of case closures, or leads converted, etc. 

To create a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create, name it, add a description if you'd like, and select the right folder for proper organization.

Q20). What are Standard and Custom Controllers? Can we use them together?

Standard Controllers: Standard Controllers are generated for all standard Salesforce pages, they fetch data and provide views such as page, list, dialog, or forms.  It provides data and facilitates binding a view's controls to the records fields for either display or input.

Custom Controllers: Custom Controllers is a class written in Apex that implements all of the logic for a page without leveraging a standard controller. It overrides the standard functionality and executes the logic of a page without utilizing the Standard Controllers. We can use custom controllers whenever we want to run a Visualforce page fully in system mode, without recognizing the security and permissions of the current user. Custom controllers code is written by you and does what your code tells them to perform.

We can use Standard controllers or Custom Controllers with extensions at a time. But it is not possible to use the Standard controller & a Custom controller both together at a time.

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