1. What is Salesforce?
This is one of the most basic salesforce interview questions, where the interviewer is simply checking if you can club your knowledge into a quick answer or not! Here’s a short and straightforward answer to this salesforce interview question – Salesforce is the most effective Customer Relationship Management (CRM) product that is delivered to subscribers as a cost-effective software-as-a-service (SaaS).
2. What does Salesforce do?
Salesforce provides CRM software and cloud-based solutions that help enterprises to connect better with their customers. It supports businesses to manage their customer’s data and track their activities efficiently.
3. What is an app in Salesforce?
An app is a collection of tabs that works as a unit to provide functionality. Users can switch between apps in force.com app’s drop-down menu.
A Salesforce application is a container of tabs, processes, and services.
We can create new apps by grouping some standard app, customize existing apps according to our work.
Salesforce provides many standard apps such as call center, marketing, sales, etc.
There are two types of Salesforce application:
- Custom App
- Service cloud control
4. What is the object in Salesforce?
Custom objects are database tables that allow you to store data specific to your organization in salesforce.com. You can use custom objects to extend salesforce.com functionality or to build new application functionality.
Once you have created a custom object, you can create a custom tab, custom-related lists, reports, and dashboards for users to interact with the custom object data. You can also access custom object data through the Force.com API.
Navigation to create the object in salesforce: Setup->Build->Create->Object-> Click on the new object and create the object according to your requirement.
5. What does a custom object permit the user to do?
Once the custom object is defined, the subscriber can perform the following tasks:
- Create custom fields
- Relate the custom object to other records
- Track events and tasks
- Build page layouts
- Create a custom tab for the custom object
- Analyze custom object data
- Create dashboards and reports
- Share custom tabs, custom apps, custom objects, and various other related components.
None of these tasks can be accomplished until the custom object has a definition.
6. What are the Salesforce subsidiaries?
The following are the major subsidiaries of Salesforce:
- Tableau
- Pardot
- Heroku
- Mulesoft
- Demandware Inc
- SalesforceIQ
7. What are user profiles in Salesforce?
User profiles are a group of permissions and settings which provide lightning access to a user. Salesforce admins can assign the users with a profile depending upon their job roles. The user profile includes all the tabs, records, and page access that user require.
You can set up and manage the profile by which you can conventionally create a secure boundary that dictates user’s access rights.
8. What is a “Lookup Relationship”?
- This type of relationship links two objects together,
- Up to 25 allowed for object
- Parent is not a required field.
- No impact on a security and access.
- No impact on deletion.
- Can be multiple layers deep.
- Lookup field is not required.
7. What can cause data loss in Salesforce?
Data loss in Salesforce can be caused by a number of reasons, including:
- Changing data and date-time.
- Migrating to percent, number, and currency from other data types.
- Changing from the multi-select picklist, checkbox, auto number to other types.
- Altering to multi-select picklist from any type except picklist.
- Changing to auto-number except for text.
- Changing from text-area to e-mail, phone, URL, and text.
8. What type of apps we can create in SF?
We can create two types of Apps in Salesforce
Custom app: This type of apps can be used in every business scenario. It is widely used in the market.
Console app: This type of app can be used only in the client service business, where we focus on solving the client’s issues. It is not comparatively, widely used in the market.
9. What is Master-detail relationship?
It’s a tightly coupled relationship among Salesforce objects. In the Master-detail relationship, the parent record controls the behavior of the child record regarding visibility and sharing. If a master record gets deleted, then the child records associated with it are also deleted. The security setting of the parent object applies to the child object.
Example:
If we create a Master-detail relationship between the objects party and people. Where a party is a parent object, and people is a child object. Then if we delete the party record, all the associated records will also get deleted.
When two objects form a Master-detail relationship, we can create a unique type of field over the master object, called Roll-up summary.
A Roll-up summary allows us to calculate values related to child records, such as the number of child records, average, sum, etc., linked to a parent record.
10. What is “Master-Detail Relationship”?
Master Detail relationship is the Parent child relationship. In which Master represents Parent and detail represents Child. If Parent is deleted then Child also gets deleted. Rollup summary fields can only be created on Master records which will calculate the SUM, AVG, MIN of the Child records.
Up to 2 allowed to object.
Parent field on child is required.
Access to parent determines access to children.
Deleting parent automatically deletes child.
A child of one master detail relationship cannot be the parent of another.
Lookup field on page layout is required.
11. What is the trigger?
The trigger is the code that is executed before or after the record is updated or inserted.
12. What is Salesforce Standard Fields?
Below mentioned are the Salesforce Standard Fields
- Owner,
- Name,
- Last modified by,
- Created by.