Salesforce Interview Questionnaire Part II

You took the time to create a strong resume and cover letter and earned an interview. The process of interviewing is important because this is the first time you will interact with the hiring manager in person. This is your opportunity to build a successful relationship and establish a strong first impression. Every job interview involves some of the same general questions. To maximize your chances of success, you should be familiar with these questions and know what the interviewer is really asking. Your answer to those interview questions will make a big difference when the hiring manager is making a decision about you. you need to go through our Interview question and answers Our certified experts extracts these questions and answers on the basis of real time experience and we are sharing those with you. With the help of these top Salesforce interview question you can get your dream job as a Salesforce professional. This list of interview questions includes advantages of Salesforce, custom object, object relationship, data loss, SaaS and its functionality, and more...Those are most Important Frequently Asked Salesforce Interview Questions. We haven't categorized these questions but it will be very useful and helpful for you to crack an interview and help you to make career in Salesforce.

We haven’t categorized these questions but it will be very useful and helpful for you to crack an interview. Try to memorize, analyze and solve those questions also try to find out how many of these questions you can solve easily?

Question: What are the advantages of Salesforce CRM?
Answer: Companies are investing in a high-quality Customer Relationship Management (CRM) tool i.e. Salesforce CRM and it's must for any business. Salesforce is the world’s #1 customer relationship management (CRM) platform & it's a cloud-based, CRM application for sales, service, marketing and more... Companies wanted to store, identify, understand, client and customers data and it helps company to assist to clients as per their requirement. CRM helps businesses to take care of customer satisfaction to the next level.

Question: Explain custom object in Salesforce?
Answer: Custom objects are based on standard objects and extend their functionality. Such as custom fields, relationships to other types of data, page layouts, and a custom tab.

Question: Explain the object relationship summary?
Answer: Object relationship is a special field type which is created in Salesforce to connect any two objects together. A roll-up summary field can be used to display values in the master record which are based on the detailed records primarily. But since you have created a relationship, you can now view those values. A relationship is a bi-directional association between two objects. Relationships allow us to create links between one object and another.

Below are the few relationship types

  • Master-Detail relationship
  • Lookup relationship
  • Many-to-Many relationship

Question: Discuss modification in what may cause data loss?
Answer: Data loss may cause due to following reasons:

  • Changing data and date-time
  • Altering to percent, number and currency from other data types
  • Changing from multi-select pick-list checkbox, auto number to other types
  • Altering to multi-select pick-list from any type except pick-list
  • Changing to auto-number except from text
  • Changing from text-area to e-mail, phone, URL and text

Adding few more points:

  • Accidental or malicious deletion can occur
  • Bad code can make incorrect changes to many records
  • Data import gone wrong will have a far-reaching impact
  • SOQL mistake can happen in an instant
  • Problems with integration could inadvertently update the wrong records

Question: How can SaaS be beneficial to Salesforce?
Answer: This is that it is easier to make a program connect to a single database that works with multiple computing solutions and mobile devices. SaaS is an evolution of the ASP model, with vendors and suppliers managing their own software and no installation required because software is distributed instantaneously over the internet — via the cloud. The SaaS-based cloud model now offers businesses significant efficiencies and cost savings.


  • Low setup and infrastructure costs
  • No capital expenditure
  • Accessible from anywhere
  • Can be accessed with any device
  • Reduces productivity loss from remote employees
  • Set-up is quick and easy compared to On-premise
  • Scalable

Question: How many associations are present in Salesforce?
Answer: You can establish relationships between objects in Salesforce. You can associate one object with another. The following are as below:

  • Master-detail relationship
  • Lookup relationship
  • Self-relationship
  • External lookup relationship
  • Indirect lookup relationship
  • Many-to-many relationship (junction object)
  • Hierarchical relationship

Question: Explain briefly the details of Salesforce SaaS functionality?
Answer: Software as a service (SaaS) is a software distribution model in which a third-party provider hosts applications and makes them available to customers. The three main categories as below:

  • IaaS
  • PaaS
  • SaaS

and SaaS is one of three main categories of cloud computing, which we mentioned above. SaaS is closely related to ASP and software delivery models. The hosted application management model of SaaS is similar to ASP, where the provider hosts the customer’s software and delivers to end users. The application’s source code is the same for all customers and when new features or functionalities are rolled out, they are rolled out to all customers. Depending upon the service level agreement (SLA), the customer’s data for each model may be stored locally, in the cloud or both locally and in the cloud. Organizations can integrate SaaS applications with other software using application programming interfaces (APIs). There are SaaS applications for fundamental business technologies, such as email, sales management, customer relationship management (CRM), financial management, human resource management (HRM), billing and collaboration. Leading SaaS providers include Salesforce, Oracle, SAP, Intuit and Microsoft.

Question: Explain the meaning of Trigger in Salesforce?
Answer: A trigger is an Apex script that executes before or after specific data manipulation language (DML) events occur, such as before object records are inserted into the database, or after records have been deleted.

Question: Describe the Force (dot) com platform?
Answer: Force (dot) com is a Platform as a Service (PaaS) product designed to simplify the development and deployment of cloud-based applications and websites. Developers can create apps and websites through the cloud IDE and deploy them quickly to Force (dot) com multi-tenant servers. is owned by Software as a Service (SaaS) vendor, who calls the product a social and mobile app development platform.

Question: List the numerous types of Reports in Salesforce?
Answer: Reports are very important. Reports will provide clear picture to the management. Reports help to predict trends and this is advantage of increasing profits. In we can easily generate reports in different style.

We can create 4 types of report formats

  • Tabular Reports
  • Summary Reports
  • Matrix Reports
  • Joined Reports
  Types of report             Description
Tabular Reports This type of reports provide you most basically to look your data
Summary Reports This type of reports provides a listing of data with groupings and sub totals
Matrix Reports This type of reports allow you to group records both by row and by column
Joined Reports This type of reports enables you to adopt five different blocks to display different types of related data







Question: Explain the meaning of Visual force in
Answer: VisualForce is a framework that allows developers to build sophisticated, custom user interfaces that can be hosted natively on the salesforce lightning platform. The VisualForce framework includes a tag-based mark-up language, similar to HTML, and a set of server-side “standard controllers” that make basic database operations, such as queries and saves, very simple to perform.

Question: Can dynamic dashboards be planned?
Answer: They can show how you have performed in the past and what's happening at the moment, two keys to any business that wants to be successful. Dashboard in Salesforce is run based on one user for the entire organization. The dashboard looks same for all users across the organization. But what if you want each user to see a dashboard of how close they are to their own sales goal. In Enterprise Edition, Unlimited Edition, and Performance Edition, you can schedule dashboards to refresh daily, weekly, or monthly. You can do this...

Question: Describe the different dashboard components?
Answer: Dashboard components can be charts, tables, gauges, metrics, or other components that you can create with VisualForce. The drag-and-drop dashboard builder is an intuitive interface for building dashboards from source reports you've created in Salesforce.

Chart Pie chart Use a chart when you want to show data graphically. You can choose from a variety of chart types
Gauge Gauge

Use a gauge when you have a single value that you want to show within a range of custom values.

For example: to create a dashboard that measures where your current closed opportunity amounts fall within a range of values, set the Minimum Value;

Breakpoint #1 - Value

Breakpoint #2 - Value, and Maximum Value for the gauge

The ranges that you set can indicate poor, acceptable, and good performance. Set appropriate colours for each of these ranges to visually indicate progress. To create a gauge with only two ranges, leave Breakpoint #2 Value blank
Metric Metric chart Use a metric when you have one key value to display. For example, if you have a report showing the total amount for all opportunities in the Closed, Commit, and Base Case stages in the current month, you can name that value and use it as a revenue target for the month displayed on the dashboard.
Table Data Table Use a table to show a set of report data in column form. For example, to see the top 20 opportunities by amount, set Maximum Values Displayed to 20, click Customize Table and select opportunity name, amount, and other columns to display, choose the sort order, and set conditional highlighting. Available columns include all chart groupings and report summary fields, as well as the second-level grouping defined in the report
VisualForce Page N/A Use a VisualForce page when you want to create a custom component or show information not available in another component type. For example, a VisualForce page can display data from an external system or show Salesforce data in a custom way. VisualForce pages must meet certain requirements to be displayed in dashboards; otherwise, they don't appear in the VisualForce Page drop-down list. See Creating VisualForce Dashboard Components
Custom S-Control N/A Custom s-controls can contain any type of content that you can display in a browser, for example a Java applet, an Active-X control, an Excel file, or a custom HTML Web form



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