Basics of Salesforce Interview Questions and Answers Experienced

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Basics of Salesforce Relationships Validation Rules Formula Fields Page Layout Security Model Lightning Flow Builders Data Migration Tools Community Portal Deployments Custom Metadata and Custom Settings Reports and Dashboards

Basics of Salesforce Interview Questions and Answers Experienced

1. What is Salesforce CRM

Ans: Salesforce CRM is a cloud-based customer relationship management platform that helps businesses manage sales, customer service, marketing, and more. It centralizes customer data, automates processes, and provides tools for better customer interaction and business growth.

2. What are different Salesforce Editions are available.

Ans:
A] Essentials: Designed for small businesses, includes basic sales and customer support features.
B] Professional: Provides complete CRM functionality for businesses that need a comprehensive solution.
C] Enterprise: Offers advanced customization and automation features for larger organizations.
D] Unlimited: Includes all Enterprise features plus additional support, customization options, and unlimited apps and tabs.
E] Developer: Free edition for developers to build and test applications with basic Salesforce features.
Each edition varies in terms of features, customization options, and pricing.

3. What are different Salesforce Clouds are available.

Ans: Some Salesforce Clouds include:
Sales Cloud: For managing sales processes and customer relationships.
Service Cloud: For customer support and service management.
Marketing Cloud: For automating and managing marketing campaigns.
Commerce Cloud: For e-commerce management and online sales.
Community Cloud: For building and managing online communities and portals.
Analytics Cloud: For data analysis and business intelligence.
AppExchange: For accessing and installing third-party apps and integrations.

4. How many types of Objects are there in Salesforce?

Ans:

SETUP OBJECTS	NON-SETUP OBJECTS
Used for settings. These are always standard objects.	Used to store records. These can be Standard objects and Custom objects as well.
User, Profile, Permission Sets, etc.	Account, Contact, Lead, Case, and Custom Objects.

5. Tell name of some standard objects.

Ans: Account, Contact, Lead, Case, Opportunity, etc.

Account: A company or individual customer you do business with.
Contact: A person associated with an Account.
Lead: A potential customer not yet qualified.
Opportunity: A potential sales deal or business you’re trying to close.
Case: A customer issue or service request that needs resolution.

6. Tell name of some standard fields available in the Custom Object.

Ans: Name, CreatedBy, Last Modified By, Owner.

7. Tell me name of some standard profiles.

Ans: System Administrator, Standard Users, etc.

8. If a user is not able to login, what should be the reasons?

Ans:
A] Invalid credentials
B] User is locked
C] User is In-Active
D] User is Freezed
E] User Login Hours (In his Profile)

9. In how many ways we can make a field mandatory

Ans:
A] Field Definition (Universal, Mandatory to all)
B] Page Layout (Mark as required (UI only))
C] Validation Rule (Conditional and applies everywhere.)
D] Trigger (Complex Business Logic)
E] Record Triggered Flow (Complex Business Logic)