latest top 40 sfdc interview questions 2018 || interview stuff || salesforce

The more experienced we are, the more we grow to understand that the questions we ask or the answers we give in an interview say a lot about our enthusiasm and level of interest for a product, company, or organization. This is definitely the case with Salesforce, the mightiest Customer Relationship Management (CRM) service in the world. No question is a bad question, and the following are the most common questions and answers used in Salesforce interviews.

1. What is Salesforce?

Salesforce is the most effective Customer Relationship Management (CRM) product that is delivered to subscribers as cost effective software-as-a-service (SaaS).

2. What is a custom object in Salesforce?

In Salesforce, custom objects refer specifically to database tables that store data related to your company in Salesforce.com.

3. 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 and 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 definition.

4. What is a Self-Relationship?

A Self-Relationship is a lookup relationship to the same object. It is this premise that allows users to take the object “Merchandise” and create relationships with other object.

5. What is the Object Relationship Overview?

In Salesforce, the object relationship overview links custom object records to standard object records in a related list. This is helpful to track product defects in related customer cases. Salesforce allows users to define different types of relationships by creating custom relationship fields on an object.

6. 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 multi-select picklist, checkbox, auto number to other types

·         Altering to multi-select picklist from any type except picklist

·         Changing to auto-number except from text

·         Changing from text-area to e-mail, phone, URL, and text

7. How is SaaS beneficial to Salesforce?

SaaS is subscription-based, so clients can choose not to renew and discontinue using the program at any time without penalty other than not being able to use Salesforce. SaaS is intended to help users avoid heavy initial startup fees and investments. SaaS applications use a simple Internet interface supported by easy integration.

8. How does Salesforce track sales?

Salesforce is a tracking program that records a number of helpful basic details, such as:

·         Number of customers served daily

·         Daily sales volume

·         Detailed reports from Sales Manager

·         Sales figures by month or quarter

·         Most importantly, Salesforce tracks and reports repeat customer activity, which is the key to any sales organization.

9. How many types of relationships are offered by Salesforce.com?

Salesforce recognizes two relationship types: Master-detail relationships and Lookup relationships.

10. What is the trigger?

Trigger is the code that is executed before or after the record is updated or inserted.

11. What is the difference between Trigger and Workflow?

Workflow is an automated process that fire an action based upon evaluation criteria and rule criteria. As described above, Trigger is the code that is executed on or after the record is updated or inserted.

12. What is static resource in Salesforce?

With Salesforce’s static resource, subscribers can upload zip files, images, jar files, JavaScript, and CSS files that can be referred in a Visualforce page. The optimum size of static resources in Salesforce is 250 MB.

13. What is the difference between Force.com and Salesforce.com?

Force.com is a Platform-as-a-Service (PaaS), while Salesforce.com is Software-as-a-Service (SaaS).

14. Is there a limit for data.com records?

Salesforce users can see their limit form setup easily by simply clicking data.com administration/Users. From the data.com users section, the users can see their monthly limit and exactly how many records are exported during the month.

15. What are the three types of object relations in Salesforce?

The three types of object relations in Salesforce are:

·         One-to-many

·         Many-to-many

·         Master-detail

·         The relation types are quite logical once the user becomes familiar with the software program.

16. What are the different types of reports available in Salesforce?

The different types of reports in Salesforce are:

·         Tabular report that displays the grand total in table form

·         Matrix report where grouping is based upon both rows and columns

·         Summary reports that are detailed reports in which the grouping is based on columns.

·         Joined report which allows two or more reports to be joined in a single report.

17. Is it possible to schedule a dynamic dashboard in Salesforce?

In Salesforce, it is not possible to schedule a dynamic dashboard.

18. What is the junction object and what purpose does it serve?

Junction objects are used to build many-to-many relationships between objects. For example, the user can take a recruiting application where a position for a job can be linked to many candidates or can take a candidate and link the candidate to many other jobs. In order to connect the data model, a third party object is referred to as junction object. In the given example, the junction object is “job application.”

19. What is an Audit Trail?

The Audit Trail function in Salesforce is useful for gaining information or for tracking all the recent setup changes that the administration has done in the organization. The audit trail can preserve data for up to six months.

20. Explain the Salesforce dashboard?

In Salesforce, the dashboard is a pictorial representation of the report. 20 reports can be added to a single dashboard.

21. What is the difference between SOQL and SOSL?

SOQL is Salesforce Object Query Language and SOSL is Salesforce Object Search Language. If you are sensing that Salesforce is a culture unto itself, you are correct!

22. What is a Wrapper Class?

A Wrapper Class is a class whose instances are a collection of other objects and is used to display different objects on a Visualforce page in the same table.

23. What is the sharing rule?

The sharing rules are applied when a user wishes to allow access to other users.

another part

(1). What are the Standard Profiles available in Salesforce?

Six (6) Standard Profiles  (EE/UE and PE)

• Standard User – Can view, edit, and delete their own records

• Solution Manager – Standard User permissions + Can manage published solutions + Can manage categories

• Marketing User – Standard User permissions + Can import leads for the organization

• Contract Manager – Standard User permissions + Can edit, approve, activate, and delete contracts

• Read-Only – Can only view records

• System Administrator – “Super User,” can customize and administer the application

(2). What is the Force.com Platform?

– Customize, integrate and create enterprise applications as a service and without software.
– Customize standard applications provided by salesforce.com or build their own on-demand applications
– Group standard and custom tabs into new custom applications

(3). Salesforce Editions and Limits?

– Personal Edition
– Contact Manager
– Group Edition
– Professional Edition
– Enterprise Edition
– Unlimited Edition
– Developer Edition

 (4). What are Standard Business Objects?

• Campaigns: A Campaign is any marketing project that you want to plan, manage, and track in Salesforce.
• Leads: A Lead is any person, organization or company that may be interested in your products. Sometimes Leads are referred to as Prospects or Suspects. Leads are not yet customers.
• Accounts: An Account is an organization, individual or company involved with your business such as customers, competitors and partners that you wish to track in Salesforce.
• Contacts: A Contact is any individual or influencer associated with an account that you want to track in Salesforce.
• Opportunities: An Opportunity is any potential revenue-generating event (“sales deal” ) that you want to
track in Salesforce.
• Cases: A case is a detailed description of a customer’s feedback, problem or question.
• Solutions: A solution is a detailed description of a customer issue and the resolution of that issue. The
collection of your organization’s solutions is sometimes referred to as the solution knowledge base.
• Forecasts: A forecast is your best estimate of how much revenue you can generate in a quarter.
• Documents:
• Reports: Reports are summaries and analyses of your data, which you can display or print.
• Dashboards: Dashboards give you a real-time snapshot of corporate metrics and key performance
indicators. A dashboard is a group of different charts (or components) that graphically display your custom
report data.
• Calendar and Task: Activities are both tasks and scheduled calendar events. You can define and track
activities for many different objects, including campaigns, accounts, contacts, and leads.
• Products: Products are the individual items that you sell on your opportunities. (Please note that Products are available in EE/UE and Developer and in PE for an additional fee.)
Please note, not all Standard Objects are depicted in the above slide or discussed in the notes.
Please refer to Help in Salesforce for more information.

 (5). What is a Company Profile?

Contains core information for your company
• Language, Locale and Time Zone
• Licenses
• Storage and Used Space
• Fiscal Year
• Primary Contact and Address information
• Manage Currencies

(6). What is a Fiscal Year in Salesforce?

– Used for an organizations financial planning
– Usually a year in length
– Impacts forecasts, quotas and reports
Salesforce allows two types:
–Standard Fiscal Years are periods that follow the Gregorian calendar, but can start on the first day of any
month of the year. (A Gregorian Year is a calendar based on a 12 Month Structure and is used throughout
much of the world.)
–Custom Fiscal Years are for companies that break down their fiscal years, quarters and weeks in to custom fiscal periods based on their financial planning requirements.

• Forecasting can NOT be used with Custom Fiscal Years

• Customizable Forecasting must be enabled for use with Custom Fiscal Years

(7). What is Standard and Custom Fields in Salesforce

?

Standard Fields
What is a Standard Field?
– Standard Fields are pre-defined in Salesforce
– You cannot delete standard fields but you can remove non-required standard fields from a page layout
Standard Field customizations include the ability to change standard field labels and tabs

• You can change the display labels of standard tabs, objects, fields, and other related user interface labels so they better reflect your organization’s business requirements.

• Renamed labels – for example, “Accounts” changed to “Companies” – display on all user pages, in Outlook Edition, and in Offline Edition.

• It’s important to note that all pages in the Setup area use the default, original labels.

• Reports and views are not renamed based on the new label value.

Custom Fields
What is a Custom Field?
– Capture information unique to your business process by creating custom fields with custom field help for  each of the tabs that your organization uses – Limits:
–Recycle Bin for Deleted Custom Fields
–Custom fields are deleted permanently after 45 days

(8). Is it possible to change the existing data types of custom fields, if Yes please explanin?

Yes. Its possible but Changing the data type of an existing custom field can cause data loss in the following situations:

• Changing to or from type Date or Date/Time

• Changing to Number from any other type

• Changing to Percent from any other type

• Changing to Currency from any other type

• Changing from Checkbox to any other type

• Changing from Picklist (Multi-Select) to any other type

• Changing to Picklist (Multi-Select) from any type except Picklist

• Changing from Auto Number to any other type

• Changing to Auto Number from any type except Text

• Changing from Text Area (Long) to any type except Email, Phone, Text, Text Area, or URL

(9). What is a dependent picklist?

– Dependent fields can help make your data more accurate and consistent by applying filters.
– A dependent field works in conjunction with a controlling field to filter its values. The value chosen in the controlling field affects the values available in the dependent field.
– 300 is the maximum number of values allowed in a controlling picklist
– A custom multi-select picklist cannot be the controlling field for a dependent field

Field Type	Controlling Field	Dependent Field
Standard Picklist	Yes	No
Custom Picklist	Yes	Yes
Custom Multi-Select	No	Yes
Standard Checkbox	Yes	No
Custom Checkbox	Yes	No

(10). What is Page Layout and Record Types?

Page Layout:

– How detail and edit pages are organized
– Page section customizations
– Which fields, related lists, and Custom Links a users sees
– Field properties – visible, read-only and required

Record Types:

– Allows you to define different sets of picklist values for both standard and custom picklists
– Record Types help you implement your custom business processes

another part

SFDC Interview Question and Answer Part – 1

(1). What is the difference between public cloud and private cloud? Is salesforce.com is a public cloud or private cloud?

Public Cloud: Could services are provided “as a service” over the Internet with little or no control over the underlying technology infrastructure. More than one tenant can use the same resources.

Private Cloud: This also offers activities and functions “as a service” but is deployed over a company intranet or hosted datacenter. This is private product for a company or organization offering advance security.

Salesforce.com: Is a public cloud as it is hosted on salesforce.com data centers and data of more than one tenant resides on same servers.

(2).What are different kinds of reports?

1. Tabular: Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can’t be used to create groups of data or charts, and can’t be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.

2. Summary: Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page.

3. Matrix: Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.

4. Joined: Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.

(3). What are different kinds of dashboard component?

1. Chart: Use a chart when you want to show data graphically.

2. Gauge: Use a gauge when you have a single value that you want to show within a range of custom values.

3. Metric: Use a metric when you have one key value to display.

• Enter metric labels directly on components by clicking the empty text field next to the grand total.
• Metric components placed directly above and below each other in a dashboard column are displayed together as a single component.

4. Table: Use a table to show a set of report data in column form.

5. Visualforce Page: Use a Visualforce page when you want to create a custom component or show information not available in another component type

6. Custom S-Control: Custom S-Controls can contain any type of content that you can display or run in a browser, for example, a Java applet, an ActiveX control, an Excel file, or a custom HTML Web form

(4). What actions can be performed using Workflows?

Following workflow actions can be performed in a workflow:

1. Email Alert:

Email alerts are workflow and approval actions that are generated using an email template by a workflow rule or approval process and sent to designated recipients, either Salesforce users or others. Workflow alerts can be sent to any user or contact, as long as they have a valid email address.

2. Field Update:

Field updates are workflow and approval actions that specify the field you want updated and the new value for it. Depending on the type of field, you can choose to apply a specific value, make the value blank, or calculate a value based on a formula you create.

3. Task:

Assigns a task to a user you specify. You can specify the Subject, Status, Priority, and Due Dateof the task. Tasks are workflow and approval actions that are triggered by workflow rules or approval processes.

4. Outbound Message:

An outbound message is a workflow, approval, or milestone action that sends the information you specify to an endpoint you designate, such as an external service. An outbound message sends the data in the specified fields in the form of a SOAP message to the endpoint.

(5). What are groups in SFDC and what is their use?

Groups are sets of users. They can contain individual users, other groups, the users in a particular role or territory, or the users in a particular role or territory plus all of the users below that role or territory in the hierarchy.

There are two types of groups:

• Public groups: Only administrators can create public groups. They can be used by everyone in the organization.
• Personal groups: Each user can create groups for their personal use.

You can use groups in the following ways:

• To set up default sharing access via a sharing rule
• To share your records with other users
• To specify that you want to synchronize contacts owned by others users
• To add multiple users to a Salesforce CRM Content library
• To assign users to specific actions in Salesforce Knowledge

(6). What is Visualforce View State?

Visualforce pages that contain a form component also contain an encrypted, hidden form field that encapsulates the view state of the page. This view state is automatically created, and as its name suggests, it holds the state of the page – state that includes the components, field values and controller state.

Note:

• Minimize number of form on a page.  Use apex:actionRegion instead of using 2 or more forms.
• Refine your SOQL to only retrieve the data needed by the page.
• All public and private data members present in Standard, Custom and Controller extensions are saved.
• The transient variables are not passed to view state and therefore not stored in View State.

 (7). Which objects can be imported by Import Wizard?

Following objects can be imported using import wizard.

Accounts
Contacts
Leads
Solutions
Custom Objects

(8). What is Profile and Components?

profile contains user permissions and access settings that control what users can do within their organization.

A collection of settings and permissions that define how a user accesses records
– Determines how users see data and what they can do within the application
– A profile can have many users, but a user can have only one profile

Profiles Components:

• Which standard and custom apps users can view
• Which tabs users can view
• Which record types are available to users
• Which page layouts users see
• Object permissions that allow users to create, read, edit, and delete records
• Which fields within objects users can view and edit
• Permissions that allow users to manage the system and apps within it
• Which Apex classes and Visualforce pages users can access
• Which desktop clients users can access
• The hours during which and IP addresses from which users can log in
• Which service providers users can access (if Salesforce is enabled as an identity provider)

(9). What is PermissionSet?

PermissionSet represents a set of permissions that’s used to grant additional access to one or more users without changing their profile or reassigning profiles. You can use permission sets to grant access, but not to deny access.

Every PermissionSet is associated with a user license. You can only assign permission sets to users who have the same user license that’s associated with the permission set. If you want to assign similar permissions to users with different licenses, create multiple permission sets with the same permissions, but with different licenses.

Permission sets include settings for:

• Assigned apps
• Object settings, which include:
• Tab settings
• Object permissions
• Field permissions
• App permissions
• Apex class access
• Visualforce page access
• System permissions
• Service providers (only if you’ve enabled Salesforce as an identity provider)

(10). Profile Vs Permission Sets Permissions and Access Settings?

1. User permissions and access settings specify what users can do within an organization.

2. Permissions and access settings are specified in user profiles and permission sets. Every user is assigned only one profile, but can also have multiple permission sets.

3. When determining access for your users, it’s a good idea to use profiles to assign the minimum permissions and access settings for specific groups of users, then use permission sets to grant additional permissions.