Answer: Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their customer relationships, sales, and operations. Its benefits include:
Accessibility: Accessible from anywhere as it’s cloud-based.
Customization: Highly customizable to meet business requirements.
Automation: Automates business processes like workflows, approval processes, and email alerts.
Integration: Easily integrates with other systems and applications.
Reporting & Dashboards: Provides robust reporting and analytics features.
What is the difference between a profile and a role in Salesforce?
Answer:
Profile: A profile defines what users can do in Salesforce, such as the objects they can access, record types, field-level security, and permissions.
Role: A role defines the level of visibility a user has to the records owned by others, based on the role hierarchy in Salesforce.
What are the different types of objects in Salesforce?
Answer: Salesforce provides two types of objects:
Standard Objects: Predefined objects like Accounts, Contacts, Opportunities, Leads, etc.
Custom Objects: Objects created by the admin to store data specific to the organization’s needs.
What is a Record Type in Salesforce and why is it used?
Answer: A Record Type in Salesforce is used to differentiate and manage different types of records within the same object. It allows admins to create different business processes, page layouts, and picklist values for different groups of users. For example, an Opportunity can have different record types for “New Business” and “Renewals.”
Explain the concept of a page layout in Salesforce.
Answer: A Page Layout in Salesforce controls the organization and display of fields, related lists, and buttons on a record page. Admins can customize page layouts to control which fields are displayed, which are required, and how the page is structured.
What is a workflow rule and how is it used in Salesforce?
Answer: A Workflow Rule in Salesforce automates standard internal procedures and processes. It evaluates records based on criteria and triggers actions such as sending email alerts, updating fields, or creating tasks when the criteria are met.
Explain the difference between a workflow rule and a process builder.
Answer:
Workflow Rule: Can only handle a limited set of actions like field updates, email alerts, tasks, and outbound messages.
Process Builder: A more advanced tool that can handle all actions of workflow rules and allows for more complex logic, including the ability to create records, call Apex classes, and perform multiple actions in a single process.
What is a Validation Rule in Salesforce?
Answer: A Validation Rule in Salesforce ensures that the data entered into Salesforce meets specific criteria. If the data doesn’t meet the criteria, an error message is displayed, preventing the user from saving the record.
What are sharing rules in Salesforce?
Answer: Sharing Rules in Salesforce are used to grant additional access to records. They can be based on criteria or ownership, and they extend the record access specified by the organization-wide default (OWD) settings.
What is the difference between Master-Detail and Lookup relationships in Salesforce?
Answer:
Master-Detail Relationship: A strong relationship where the detail record (child) inherits the security and ownership of the master record (parent). If the parent is deleted, the child records are also deleted.
Lookup Relationship: A weaker relationship where the child record has an independent existence from the parent record. If the parent is deleted, the child record is not deleted.
What is the difference between Public Groups and Queues in Salesforce?
Answer:
Public Groups: Groups of users, roles, or territories that can be used for sharing records or assigning tasks.
Queues: A feature that allows a group of users to manage records. Records in a queue are assigned to specific users within the queue for follow-up or resolution.
Explain the concept of a Role Hierarchy in Salesforce.
Answer: The Role Hierarchy in Salesforce determines the level of access that users have to records owned by others. Users higher in the hierarchy can access records owned by users lower in the hierarchy. It helps in providing record visibility based on the user’s role within the organization.
What are Permission Sets and why are they used in Salesforce?
Answer: Permission Sets in Salesforce are used to grant additional permissions to users on top of what is defined in their profile. They are useful for granting access to specific fields, objects, or functionality without changing the user’s profile.
What is the difference between Organization-Wide Default (OWD) and Sharing Rules in Salesforce?
Answer:
OWD: Defines the default access level for all records in an object (Private, Public Read-Only, or Public Read/Write). It defines the baseline level of access.
Sharing Rules: Used to share records that fall under restrictive OWD settings by granting additional access to users or groups.
What are the different types of Reports in Salesforce?
Answer:
Tabular Reports: Simple, flat reports displaying data in a table format.
Summary Reports: Group data into categories, allowing you to apply subtotals.
Matrix Reports: Data is grouped both by rows and columns, providing more advanced data analysis.
Joined Reports: Allows you to view multiple report types within one report.
What is a Custom Setting in Salesforce?
Answer: A Custom Setting in Salesforce is a type of data storage that is similar to a custom object. It’s used to store reusable configuration data that can be accessed in Apex, formula fields, or validation rules. It provides more efficient performance as compared to querying custom objects.
How do you create and manage user profiles in Salesforce?
Answer: Profiles in Salesforce define the permissions and access that a user has within the system. They can be created by copying an existing profile and modifying its settings. Admins can control object-level permissions, field-level security, page layouts, and more within the profile.
What is the difference between a standard report type and a custom report type?
Answer:
Standard Report Types: Predefined by Salesforce, these report types come with standard Salesforce objects and relationships.
Custom Report Types: Created by an admin to allow reporting on custom objects and their relationships. They offer more flexibility in terms of which objects are available for reporting.
What is the Salesforce Data Loader, and when would you use it?
Answer: The Salesforce Data Loader is a tool used to insert, update, delete, and export Salesforce data in bulk. It’s useful when you need to perform mass data operations, such as migrating data from an external system or updating a large number of records.
What is the difference between Classic and Lightning Experience in Salesforce?
Answer:
Salesforce Classic: The original user interface of Salesforce. It has a traditional interface with fewer features and less customization.
Salesforce Lightning: The modern, next-generation interface with a more user-friendly design, enhanced performance, and customizable components (e.g., Lightning Components). It includes advanced features like Einstein Analytics, process automation, and more.
What is Salesforce Flow, and how does it differ from Process Builder?
Answer: Salesforce Flow is a tool for automating business processes by creating flows that guide users through a series of steps. Unlike Process Builder, which is limited to triggering actions based on record changes, Flow can also be used to gather user input, interact with external systems, and perform more complex logic.
What is the purpose of Einstein Analytics in Salesforce?
Answer: Einstein Analytics (now part of Tableau CRM) is Salesforce’s advanced analytics tool that enables users to visualize data, create dashboards, and gain insights from the data stored in Salesforce. It uses AI-powered features to provide recommendations and predictions.
