Salesforce Interview Question with Answers

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Learn to land a Salesforce admin or developer job by building a resume and LinkedIn profile, gaining nonprofit experience, earning certifications, and tailoring skills like data loader and process builder.

Explore roll-up summary fields, a master-detail only, read-only tool that aggregates related records by sum, min, max, or count, with optional filters.

Learn how to implement a many-to-many relationship in Salesforce using a junction object, mapping a solution to both case and article via two master-detail relationships.

Learn api names for fields, how to add custom fields to objects, and limits on 40 lookup relationships, two master-detail limits, 15-day restore, and Lightning Experience.

Explore organization wide defaults in Salesforce, focusing on private OWD for leads, owner and higher in role hierarchy access, and how role hierarchy, sharing rules, and manual sharing expand access.

Explore organization-wide defaults in Salesforce, including private, public read, write, transfer, and public read/write transfer, plus controlled by the parent and grant access using hierarchies.

Secure bank detail records by disabling grant access using hierarchies on the custom object and setting ownership to private, so only the record owner can view, edit, or delete.

Explain how to open access in Salesforce when access is private by using the role hierarchy and sharing rules, allowing the record owner and higher roles to view related records.

Learn the difference between role and profile in Salesforce, where role governs record visibility and profile governs object and field permissions, with practical notes on user creation.

Explore how profiles control visibility of apps, objects, tabs, and fields, how object- and field-level permissions secure data, and how custom profiles created by cloning differ from standard profiles.

Explain how profiles and permission sets manage access in salesforce, showing a user has one profile yet can gain additional permissions via permission sets without changing the profile.

Use Salesforce audit trail to track password resets and user activity, view recent entries, and download six months of history with view setup and configuration permission.

Explore three ways to make a field required in Salesforce: during field creation, through a validation rule, and via page layout, with practical examples.

Learn how Salesforce workflows automate tasks—assigning tasks, email alerts, field updates, and outbound messages—without human intervention, while approval processes require human input and submission locks records.

Learn how Salesforce sandboxes provide isolated environments to test changes before production. Explore types: developer, developer pro, partial copy, and full sandbox with metadata, data, refresh intervals, and sample data.

Explore how validation rules in Salesforce verify user-entered data before saving records, enforce required fields like closed date when status is closed, and display clear error messages.

Explore the four types of Salesforce email templates—text, HTML with letterhead, custom HTML, and Visualforce—and learn how merge fields and permissions shape personalized outreach.

Explore the four Salesforce report types—tabular, summary, matrix, and joint—and learn grouping, charts, and multi-block data, plus mass deleting unused reports after the summer 14 release.

Learn how lead and case assignment rules automate routing to users or queues by criteria for lead generation and support. Enable multiple rules in setup, but activate only one.

Identify how external id in salesforce prevents duplicate records during imports by using an external id field (text, number, or email), with case sensitivity and a limit of three fields.

Learn the three Visualforce controllers: standard, custom, and controller extension, and how standard controllers provide built-in save and delete logic, while custom controllers replace it and extensions extend it.

Learn to implement pagination in Salesforce by loading a page of accounts with 20, adjustable to 10 or 40, using a standard controller with first, last, next, and previous navigation.

Learn the difference between sets and maps in Salesforce, and how to store a list inside a map with an example using ID keys and a list of opportunities.

Explore the difference between SOSL and SOQL: SOSL searches text across multiple objects and fields, while SOQL reads records from a single object.

Learn to write SOQL and SOSL queries to fetch account name, phone, and account number, and use SOSL find to search across all fields in Salesforce via the developer console.

Explore how apex transactions ensure all operations are committed or rolled back within a single transaction, using a lead validation rule and account and lead inserts to preserve data integrity.

Understand how batch apex processes millions of records by dividing them into batches to avoid governor limits, using the database dot matchable interface with start, execute, and finished methods.

Use batch apex to update contact mailing addresses from account billing addresses for Texas accounts by implementing Database.Batchable with start, execute, and finish methods.

Master batch apex to process more than 50,000 records by splitting them into multiple transactions. Use the stateful interface to retain values between batches for counting or summarizing.

Learn how to use trigger.new in a before insert trigger to prepend X, Y, Z to the product code for new product records, iterating over new records to modify codes.

Explore how to use trigger.old and trigger.new in a before update trigger to detect stage changes on opportunities and set the is value correct checkbox accordingly.

Learn how to expose Apex classes as web services using REST or SOAP, by declaring global classes and global static methods, and applying appropriate web service annotations and HTTP methods.

Expose an Apex class as a rest web service with a global resource and static methods to handle get, post, and delete operations for case records by id.

Learn Apex rest methods, including a put upsert for cases by id and a patch update that maps request fields to a string-object map and returns the case id.

Discover why Apex unit tests validate code, enable regression testing, and help deploy to production with 75 percent code coverage, using isTest annotations or testMethod.

Learn to write Apex unit tests for a temperature converter that converts Fahrenheit to Celsius, including test class naming and strong code coverage.

Maximize Salesforce code coverage by implementing comprehensive unit tests with a test utility and Apex test class, covering normal, high-priority, and invalid inputs to reach 100 percent.

Learn that you can move code from one sandbox to another without meeting 75 percent code coverage, but deploying to production requires at least 75 percent coverage.

Learn how Salesforce trigger events fire, covering before and after triggers, with examples for before insert, before update, before delete, and after insert, after update, after delete, and after undelete.

Write bulkified apex code that handles multiple records and avoids queries inside loops. Maintain a single trigger per object by using apex classes and limits, and avoid hard-coded ids.