Top 20 Salesforce CRM Admin and Development Interview Questions
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?
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:
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.
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