Category: Interview Questions

A Salesforce dashboard is a visual representation of data from multiple reports. The main components include dashboard components (like charts, gauges, tables, metrics, and visualforce pages), data sources (reports that provide data to the components), and the dashboard canvas where these components are arranged. Dashboards are customizable, allowing users to configure the layout and the…

Record types in Salesforce allow you to offer different business processes, picklist values, and page layouts to different users. They can be used to create different versions of a record for different purposes. For instance, a sales organization might have different sales processes for different products, each requiring a different record type. Page layouts control…

Ensuring data quality and integrity in Salesforce Sales Cloud, especially with large volumes of data, requires a comprehensive strategy that encompasses various aspects of data management. Here are key strategies: Implementing these strategies involves a balance between technological solutions and human oversight. Regular reviews and updates to these strategies are also important as business processes…

Data security in Salesforce is maintained through a robust and layered model which includes organization-wide defaults (OWDs), roles and profiles, sharing rules, and field-level security. OWDs set the baseline level of access for objects. Roles and profiles control what users can do and what data they can access. Sharing rules and manual sharing allow for…

Custom objects in Salesforce are database tables that allow you to store information unique to your organization. They are similar to standard objects (like Accounts or Opportunities) but are created by the user to store specific information that isn’t covered by standard objects. Custom objects come with a set of standard fields (like Name, Owner,…

A controller in a Visualforce page is a set of instructions that specify what happens when a user interacts with the components in that page (like buttons or links). Controllers can be standard (provided by Salesforce and linked to standard or custom objects) or custom (written in Apex). They manage the logic, such as data…

In Salesforce, roles and profiles are fundamental elements in defining and managing user access and permissions, but they serve different purposes and function in distinct ways. Profiles Profiles are at the heart of user permissions in Salesforce. They define what a user can do within the Salesforce platform. This includes permissions for CRUD (Create, Read,…

Salesforce Lightning is the modern UI for Salesforce, offering a more interactive and intuitive user experience compared to Salesforce Classic. Lightning includes features like Lightning Components, a framework for developing dynamic web apps for mobile and desktop devices, and an improved dashboard with richer visualizations. It’s designed for enhanced productivity with a more streamlined navigation…

Trigger context variables in Apex provide information about the nature of the trigger execution. These variables include details like which records are being processed, what kind of operation (insert, update, delete, undelete) is occurring, and whether the context is before or after the operation. For example, Trigger.new contains the new versions of the sObject records…

How do you integrate Sales Cloud with external ERP systems? Discuss a specific scenario and the tools used. Integrating Salesforce Sales Cloud with an external ERP system is a common requirement for businesses seeking to streamline their sales and operational processes. Here’s a specific scenario and the tools commonly used: Scenario: Integrating Sales Cloud with…