Top 10 Salesforce Interview Q&As

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.

If you want to crack your next interview, these Salesforce interview questions should help you to prepare complete the interview seamlessly!

1. What is Salesforce?

This is one of the most basic salesforce interview questions, where the interviewer is simply checking if you can club your knowledge into a quick answer or not! Here’s a short and straightforward answer to this salesforce interview question – Salesforce is the most effective Customer Relationship Management (CRM) product that is delivered to subscribers as a cost-effective software-as-a-service (SaaS).

2. What are some benefits of using Salesforce?

Salesforce comes with a number of benefits. The most major ones are:

  • Helps to understand the needs of the customer
  • Provides a single communication platform for all the team members of a project
  • Reporting is quick and seamless
  • Has a very high degree of adaptability
  • Very easy to manage
  • Can integrate with countless apps (eg: Dataloader, Mailchimp, Ebsta)

3. What are the important features of Salesforce?

  • Contact management: Easier contact management via access to interaction history and customers’ critical data. 
  • Opportunity management: Enables users to view the activity timeline of their customers, representing several stages of a deal for taking the next move.
  • Quote management: In-built quoting mechanism that quotes client data tracking the deal products, including their standard price, quantity, product code, and price.
  • Lead management: An activity timeline providing access to up-to-date contacts. The CRM app is a quick lead converter machine informing its users about the lead’s original source. 
  • Sales data: Provides accurate sales data at the right time and a faster connection with key decision-makers.
  • Mobility: The mobile app allows users to access CRM data conveniently.
  • Workflow and approvals: Enables visual workflow for rapid designing and automating business processes via drag-drop ability. Users can manage flexible approval processes for expenses or discounts. 
  • File sync and share: Ease of sharing, discussing, and publishing content in real-time. 
  • Dynamic dashboards and custom reports: Users gain a real-time picture of their business performance in the market. They can also build their custom dashboard via drag and drop icons, adjust the fields, and view data with filters. Charts give real-time data for the latest insights.
  • Sales forecasting: Tracks leads’ journey and gives forecasting on sales by analyzing them.

4. What is Salesforce Lightning?

Salesforce Lightning is a component-based application development framework with a collection of tools and technologies for effectively increasing the Salesforce platform performance. The tools include visual upgrades, optimized interfaces, and more. It simplifies processes for business users who have no programming experience.

It allows easy and quick creation of applications that solve business issues and enhance engagement. Some key features are:

  • Provides a drag-drop facility for app creation and customization.
  • Has tools and extensions for the development of reusable components.
  • AppExchange for over 50 partner components. 
  • Has style guides and provides user experience practices for app development.
  • Lightning Connect is an integration tool for applications of to consume data from an external source that meets the OData specification.

5. What are record types in Salesforce?

Record types allow you to associate different business processes and present various page layouts and picklist values to users based on the user profile.

Administrators can associate record types with user profiles. Consequently, different users can see different page layouts and picklist values in the record’s detail page. The two prominent benefits of record types are as follows:

  • They modify user interaction experience as per business needs. 
  • Allow simple administration as there are fewer fields to maintain.

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 the multi-select picklist, checkbox, auto number to other types.
  • Altering to multi-select picklist from any type except picklist.
  • Changing to auto-number except for text.
  • Changing from text-area to e-mail, phone, URL, and text.

7. How can you share a record within Salesforce?

  • Role hierarchy: When a user is added to a role, all users above the current user in the role hierarchy have access to reading and sharing the records and inheriting permissions. The steps for role hierarchy are: 

Setup → Manage Users → roles → set up roles and click on ‘add role’, → create a name and click on save.

  • OWD: Organization-Wide Defaults allow you to define an organization’s baseline setting and give permissions to the organization-wide. It helps define a user’s accessibility level where they can view other users’ records. For OWD, follow these steps:

Setup → Security Controls → click on ‘sharing settings’ → Edit. 

  • Manual sharing: For sharing a single record/file to a particular user/group of users via manual access. A button is available on the detail page of the record when the OWD setting is private.
  • Criteria based sharing rules: We have to share records based on conditions. For instance, share records with a user/group with the criteria of the country- India. The steps for sharing are: 

Setup → security controls → sharing settings → select the object, provide name and conditions, and then click on save.

  • Apex sharing: One can share every object in Salesforce by creating a record for the shared object.

8. What is the difference between static and dynamic dashboards?

Static dashboards are the default dashboards which are visible to any user. You can use it to show organizational-wide data to a set of users.

Dynamic dashboards display data tailored for a specific user. You can use it to show one user’s specific data, such as the number of sales closed, leads converted, etc.

9. What do you mean by a sandbox in Salesforce?

In this salesforce interview question, the interviewer expects a thorough answer. Try giving as detailed answer as you can to prove your salesforce knowledge. A sandbox is an exact replica of a database that can be used for testing and development. It is very helpful because it allows you to test out new ideas on the duplicate database without disturbing the original one.

There are four types of sandboxes in Salesforce:

  • Developer Sandbox – It contains a copy of the production org’s metadata and is intended for both development and testing in an isolated environment.
  • Developer Pro Sandbox – It performs the same function as the developer sandbox, but can contain larger datasets.
  • Partialcopy sandbox – It is intended to be used only as a testing environment. It contains a sample of the production org’s data and its metadata. 
  • Full sandbox – It is intended to be used only as a testing environment. It contains all the data of the production org, including objects, attachments and metadata.

10. What excites you about the future of the Salesforce platform?

To further prepare for your interview, it is important to have an overview of where the platform and it’s features are heading; this will allow you to highlight what the company could be utilising within their implementation.

Showcasing your passion for the platform is also key. To that end, why not try answering this question: What excites you about the future of the Salesforce platform?

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