=======****Shiva sir interview question****========
Question - what is action in salesforce
Answer - Actions add functionality to Salesforce. They allow you to perform a task/function with lesser clicks in the shortest possible time duration. We have standard actions such as creating and updating records. We can also create custom actions based on our company's requirements.
Question.. What is Cloud Computing?
Answer- Cloud
computing is the on-demand availability of computing services delivered over
the internet including databases, servers, and software.
Question. What is SaaS?
Answer - SaaS stands
for Software as a Service. It is a cloud computing model where software’s
provided over the internet as a service.
Question. What is PaaS?
Answer - PaaS stands
for Platform as a Service. It is a cloud computing model where a third-party
provider delivers a platform for customers to deploy and maintain their
applications without any complexity of maintaining the infrastructure
Question. What is IaaS?
Answer -
Infrastructure as a service (IaaS) is a type of cloud computing service that
offers essential compute, storage, and networking resources on demand, on a
pay-as-you-go basis. IaaS is one of the four types of cloud services, along
with software as a service (SaaS), platform as a service (PaaS), and
serverless.
Question. What is
Salesforce?
Answer - Salesforce
is a cloud-based CRM (Customer relationship management) tool providing a wide
range of cloud applications like Marketing Cloud, Service Cloud, Sales Cloud,
and many more. Salesforce is developed on the top of the Force.com platform.
Question.. What is
Sandbox and the Type of Sandbox in Salesforce?
Answer -A sandbox is
a copy of your organization in a separate environment that you can use for a
variety of purposes, such as testing and training. Sandboxes are completely
isolated from your Salesforce production organization. The operations you
perform in your sandboxes don't affect your Salesforce production organization.
Question.. What is
Object in Salesforce?
Answer -Salesforce Objects
are database tables that allow you to store data specific to an organization.
Salesforce objects are of two types: Standard Objects: Standard objects are the
kind of objects that are provided by salesforce.com such as users, contracts,
reports, dashboards, etc.
Question.. What are the
different types of object relations in Salesforce.
Answer -Salesforce
provides the following types of relationships that can be established among
objects:
• Master-detail relationship.
• Lookup relationship.
• Self-relationship.
• External lookup relationship.
• Indirect lookup relationship.
• Many-to-many relationship (junction
object)
• Hierarchical relationship.
Question. What is a
Master–Detail relationship in Salesforce?
Answer -A
master-detail relationship defines the relationship between the parent and the
child. The master table defines the parent relation and the detail defines the
child relation. If the master table is deleted then the child record data is
also deleted. The RUS(Roll-Up Summary) fields are also created on master
records.
Question. What is a
junction object in Salesforce?
Answer -A junction
Object is a type of custom object which allows linking two custom objects. A
junction Object in simple terms can be called a custom object with two master
details fields.
Question. How many
LR(lookup relationship) fields can be created in an object?
Answer -Maximum 40
Lookup relationship fields can be created in an object.
Question. What is a
Roll-up Summary field
Answer -A roll-up
summary field is one that aggregates data from a child object to a parent
object that shares a Master-Detail relationship. Roll-up summary fields can use
the COUNT, SUM, MIN, and MAX functions.
Question. How many way
to create What is a Roll-up Summary field
Answer - 4 Ways to Create a Roll-Up Summary in Salesforce
A roll-up summary field is one that aggregates data from a child object to a parent object that share a Master-Detail relationship. Roll-up summary fields can use the COUNT, SUM, MIN and MAX functions.
Answer -Field dependency in Salesforce takes data management to the next level by allowing you to create relationships between picklist fields.
Question. What is the
difference between role and profile
Answer -Roles define the hierarchical structure within an organization and dictate record-level access. On the other hand, profiles govern the functional permissions that users possess within the Salesforce platform. It governs object-level access.
Question. What are
Permission sets in salesforce?
Answer -permission sets define the scope of data access by Salesforce integration-related features and services.permissions and settings are organized into app and system categories. These categories reflect the rights users need to administer and use system and app resources.
Question. What is use
of muting permission set in permission set group in salesforce
Answer -you can revoke the permissions which you do not want to give as part of the permission set groups. The muting permission set does not affect any permissions which are directly assigned by permission sets.
Question. How many ways
we can share a record in salesforce?
Answer -Up to 300 total sharing rules for each object, including up to 50 criteria-based or guest user sharing rules, if available for the object.
Question. What are
Audit Fields in Salesforce?
Answer -Audit fields
in Salesforce capture the original creation and modification date of fields in
your old system, so that they remain consistent when imported into Salesforce.
Question. What is an
Audit trail in salesforce?
Answer -The Setup
Audit Trail feature in Salesforce enables you to closely track changes made to
your organization. It records all modifications concerning the administration,
customization, security, sharing, data management, development, and more of
your Salesforce organization.
Answer -Queues can
assign records to teams by prioritizing the task. Coming to Salesforce queue
limits, there is no limit to how many queues can be created in Salesforce.
Question. What are
Salesforce Public Groups?
Answer -Public Groups are the standard sharing Groups Administrators can create and add to any Sharing Rule org-wide. An important note to keep in mind is that Personal Groups can only be seen and edited by the user creating them - meaning even Administrators cannot see or edit a Personal Group created by another user.
Question. Difference
between static and dynamic dashboards in Salesforce?
Answer -The main
difference between static and dynamic dashboards in Salesforce is in their data
update frequency. Static dashboards display data snapshots that do not change
automatically, while dynamic dashboards show real time data that updates
automatically provides a recent view of your Salesforce metrics.
Question. What are the
different types of reports available in Salesforce?
Answer -There are four types of reports that you can create in Salesforce:
Tabular,
Summary,
Matrix and
Joined.
Question. What is
Report Type?
Answer -A report type
defines the set of records and fields available to a report based on the
relationships between a primary object and its related objects. Reports display
only records that meet the criteria defined in the report type.
Question. What are
WhoId and WhatId in activities?
Answer -
WhoId primarily focuses on identifying individuals, such as contacts or leads.
Question. What is a bucket field in reports?
Answer -The Bucket Field is a feature that allows you to rapidly categorize values for a field in a report without having to create a custom formula field at the object level.
Question. Way to clean
data in Salesforce?
Answer -Salesforce
data cleaning processes
1. Deduping, seeking, and removing
duplicate records.
2. Data appending, completing missing
fields.
3. Normalization, standardizing how data
is structured across the database.
4.Data validation, verifying the accuracy
of data.
Question. What is the
difference between data loader and Dataloader io?
Answer -Data Loader
is an application for the bulk import or export of data. Use it to insert,
update, delete, or export Salesforce records. Dataloader.io is a
cloud-based data import tool powered by Mulesoft.
Question. What is the
difference between Data Loader and import wizard?
Answer -import wizard
-- The Data Import Wizard makes it easy to import data for many standard
Salesforce objects, including accounts, contacts, leads, solutions, campaign
members, and person accounts. You can also import data for custom objects. You
can import up to 50,000 records at a time.
Data
Loader -- A data loader is software that enables automated, high-volume import,
export, and storage of Salesforce data.
Question. What is “Data
Skew” in Salesforce?
Answer -Data skew is a situation where a large number of records in Salesforce are owned by a single user, leading to an imbalanced distribution of data.
Question.
What is cascade deletion in salesforce?
Answer -A cascade-delete bypasses security and sharing settings, which means users can delete records when the target lookup record is deleted even if they don't have access to the records.
Question. What is a
Flow salesforce?
Answer -Salesforce Flow is an easy-to-use declarative automation tool that allows you to build complex business automation solutions through point-and-click.
Question. Types of
flows in Salesforce?
Answer - we have five Flow types in Salesforce:
• Screen Flow.
• Schedule-Triggered Flow.
• Record-Triggered Flow.
• Platform Event-Triggered Flow.
• Auto-Launched Flow.
Question. What is the
difference between role and profile
Answer Profiles determine which objects, fields, etc. a user can access, and roles determine what records a user can see relative to others in the organization's hierarchy. Typically, a user's profile is set to something such as Sales or HR or System Administrator.
Question Differences
between Import wizard and Data loader.
Answer -
Data
Import Wizard --> Data Loader
For
simple imports of data --> For complex
imports of data
It can
load up to 50,000 records. --> It can load
up to 5,00,000 records.
It
supports all the custom objects and only a few standard objects like Account,
Contact, Campaign members, person accounts, Leads, and Solution. --> It supports all custom and standard
objects.
It
supports schedule export. --> It doesn’t support scheduled export.
Delete
operation is not available. --> Delete operation is available.
Cannot import cases and opportunity. --> Can import cases, events, tasks, and
opportunities
While
importing, duplicates can be ignored. --> While
importing, duplicates cannot be ignored.
It
doesn’t require installation. --> It requires installation.
Answer -: $User,
$Organization, $Setup, $Objecttype, $Action etc.
Question. Is there any
special permission available to edit read only fields. Please explain.
Answer -: Yes. There
is a system permission named ‘Edit Read Only Fields’ which allows to edit read
only field values. For System Administrator profile, this is enabled by
default.
Question. What are the
differences between Object-specific action and global actions?
Answer - The main difference between object-specific actions and global actions is: object-specific actions have automatic relationships, and global actions don't.
Question. Mention one
impact point to check before deleting a role from the org.
Answer -: Before
deleting a role, we should check whether the role has been used in any sharing
rule. If the role is deleted, the sharing rule is also deleted.
Question. Suppose there
is a custom field which has a default value but not added to the page layout.
Now, if you clone a record from the UI, what would be the value of the field in
the new record?
Answer -: The value
would be the default value set at the field level, not the value which was
populated in the previous record.
Question. What is the
consideration while deleting an approval process?
Answer -: Approval
processes can be deactivated and deleted. If there are already records in
pending status, an approval process can be deactivated but not deleted. In
order to delete an approval process, we need to ensure there are no records in
the org which is locked in the approval process else an error will be
encountered.
Question. What happens
during Lead merging?
Answer -: The leads are merged into a single record. The activities from all the previous leads will appear in the merged record.
Question. What is Apex
Hammer?
Answer -: Before service upgradation, Salesforce runs all Apex tests on your behalf through a process called Apex Hammer.
Question. How do you
convert 15 digit record Id to 18 digit Id in formula and validation rule?
Answer -: Using
CASESAFEID() function.
Question. Is it
possible to hard delete records using data loader?
Answer-:
Yes. We need to enable a system permission ‘Bulk API Hard Delete’ for the user
in order to do hard delete. Also, we need to select the Bulk API option in the
data loader before the deletion.
Question. Is it
possible to show validation errors in screen flow?
Answer -: Yes. If you don't want a standalone error screen, you can mimic the validation error messages using display text components in screen flow
Question. You have
created a custom object. While creating a report on the object, you are not
getting the option to select the object in the report builder. What could be
the issue?
Answer -: Check if
the Allow Reports checkbox is enabled in the object detail page.
Answer -:
Updated.
The group is current.
Outdated.
The group requires recalculation.
Updating.
The group is in recalculation mode.
Failed.
The group recalculation failed.
Question. How can we
enable email approval response? Mention a few response keywords which will
approve/reject the request.
Answer -: From Setup
-> Process Automation Settings, we can enable the settings. Approve, Yes,
Reject, No etc. are few of the responses.
Question. You are not
getting an option to create list custom settings. Which setting needs to be
enabled?
Answer -: From Setup
-> Schema Settings -> Enable Manage list custom settings type.
Question. Once a lead
is converted it is not visible anymore in the UI. Is there any permission
available to view converted leads?
Answer -: Yes. There
is app permission, View and Edit Converted Leads.
Question. You are
trying to convert a master detail relationship field to lookup relationship.
But you are not able to see the change field type button. What could be the
reason?
Answer -: Check there
should be no roll up summary field present in the parent object. Also, if there
is any deleted roll up field present in recycle bin that needs to be erased as
well.
Question.
One of the users in your org is not able to create campaigns. You checked the
profile/ permission sets and ensured that he has access to create campaigns.
What could be the reason?
Answer: Check if the
Marketing User checkbox is selected in the user detail page of the user.
Question. You are not
getting an option to create list custom settings. Which setting needs to be
enabled?
Answer -Search for
Custom Settings in your setup, and create new Custom Setting and enter the
required information in the fields.
Note: If the setting type is disabled, go to schema settings from setup and enable “Manage list custom settings type”.
Now,
create Custom fields under the custom setting definition that we just created.
Now Click on Manage from the custom setting definition to add data.
Now that we have created a List Custom Setting, Let’s see how to access it in your apex.
Question. Once a lead
is converted it is not visible anymore in the UI. Is there any permission
available to view converted leads?
Answer -: Yes. There is
app permission, View and Edit Converted Leads.
Question. You are
trying to convert a master detail relationship field to lookup relationship.
But you are not able to see the change field type button. What could be the
reason?
Answer -: Check there
should be no roll up summary field present in the parent object. Also, if there
is any deleted roll up field present in recycle bin that needs to be erased as
well.
Question. One of the
users in your org is not able to create campaigns. You checked the profile/ permission
sets and ensured that he has access to create campaigns. What could be the
reason?
Answer -: Check if
the Marketing User checkbox is selected in the user detail page of the user.
Question. What happens
when you try to delete a public group?
Answer -: If the
public group has been used in any sharing rule and associated with any records
in the context of sharing, the associated records appear. Now, an option is
given to delete the public group as well as the sharing of all the records.
Question. What happens
when you try to delete a queue?
Answer -: If the
queue is associated with any records or sharing rules, the references are
displayed. The queue cannot be deleted unless the references are removed.
Answer -Salesforce
Developer (DEV 401) and Salesforce Advanced Developer (DEV 501) are the most
popular developer tracks. Just like ADM 401, there are no prerequisites needed
for DEV401 too. Once you have cleared DEV 401, then you can carry on DEV 501
certifications.
Answer While the benefits vary by department or
industry, six benefits of CRM platforms that affect every user include:
• Trustworthy reporting.
• Dashboards that visually showcase
data.
• Improved messaging with automation.
• Proactive service.
• Efficiency enhanced by automation.
• Simplified collaboration.
Question. What are
custom objects in Salesforce?
Answer -Custom objects are based on standard objects, extend standard functionality, and store information that is unique to an org.
Question. Define object
relationships in Salesforce.
Answer -An object
relationship in Salesforce is a two-way association between two objects.
Relationships are created by creating custom relationship fields on an object.
What is an object to object relationship?
answer--
Question.
What are the 3 types of relationship in Salesforce?
Or
Question. List various
object relations in Salesforce.
• Master-detail relationship.
• Lookup relationship.
• Self-relationship.
• External lookup relationship.
• Indirect lookup relationship.
• Many-to-many relationship (junction
object)
• Hierarchical relationship.
Question. What is an
object to object relationship?
Answer-An object relationship in Salesforce is a two-way association between two objects. Relationships are created by creating custom relationship fields on an object.
Question. What is the
definition of object in Salesforce?
Answer -In Salesforce, data is organized into “objects.” Think of objects as the building blocks that structure your data. An object is a table that contains a collection of fields and records of data.
Question. What is roles
in Salesforce?
Answer -Salesforce
roles are record-level access controls that define what data a user can see in
Salesforce. In other words, roles can be used to determine the visibility
access of the user and the data they can access in your Salesforce CRM
organization.
Question. What is an
Salesforce app?
Answer -A salesforce app is a logical collection of components such as objects, tabs, process, reports, and services that are connected to a specific business function.
Question. What is app
and tab in Salesforce?
answer - App ---> A salesforce app is a logical collection of components such as objects, tabs, process, reports, and services that are connected to a specific business function.
Tab---> Salesforce Tabs are like the menu options in a software application. They allow you to access specific functions, objects, or data.
Question Difference
Between Standard App and Custom App
Answer -
Salesforce
Custom App Salesforce Standard App
It is a
group of tabs and objects. It is similar, but the navigation
part is different.
It's a
little bit difficult to find the data. The
standard app is designed to improve productivity.
Question. What is force
app in Salesforce?
Answer -Salesforce
Platform -- formerly known as Force.com -- is a platform as a service (PaaS)
product that simplifies the development and deployment of cloud-based
applications and websites.
Question. What is the full form of Sfdc?
Answer -SFDC stands
for Salesforce.com (Sales Force Dot Com)
Question. How do I find
Salesforce apps?
Answer -To look for
apps or items by name, use the Search apps and items box at the top of the App
Launcher. For example, start typing the name of the app, such as Service , and
all apps and items containing the string appear and are highlighted as you
type.
Question. What is CRM
in Salesforce?
Answer -Customer relationship management (CRM) is a technology for managing all your company's relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships to grow your business.
Question. How many apps
can you have in Salesforce?
Answer -up to five
custom apps or five groupings of tabs for your users in Professional Edition. You can have up to 10. Unlimited
or Performance Edition, as many as you want, Developer: 10.
Question. What is SFDC
and SFDX?
Answer -SFDC stands
for Salesforce.com, which is a cloud-based customer relationship management
(CRM) software used to manage customer data, sales processes, marketing
campaigns, and customer service activities. SFDX, on the other hand, stands for
Salesforce Developer Experience.
Question. How do I run
a Salesforce app?
Answer -After you install the app, launch it from your home screen and log in to your Salesforce account. Create a security PIN if you're prompted to do so. Tip Make sure you're logging in to the correct Salesforce org. By default, Salesforce connects to your production environment.
Question. What are the
3 types of CRM?
Answer -There are 3 types of customer relationship management software that you can use for your business:
Operational CRM,
Collaborative CRM, and
Analytical CRM.
Question. What is
called CRM?
Answer -CRM (customer
relationship management) is the combination of practices, strategies and
technologies that companies use to manage and analyze customer interactions and
data throughout the customer lifecycle.
Question. Why is CRM
used?
Answer -CRM solutions
can help keep track of contacts within a business, to allow both sales and
marketing teams to personalize communication.
Question. How many apps
are in Salesforce AppExchange?
Answer -It's the most
trusted enterprise cloud marketplace with more than 7000 apps and certified
consulting organizations to help extend Customer 360.
Question. What is the
maximum size for Salesforce?
Answer -Users are
encouraged to use Content or Salesforce Files for documents larger than 25MB.
Content and Salesforce Files support files up to 2GB.
Question. How do you
design an app?
How to
make an app for beginners in 10 steps
Answer
1. Generate an app idea.
2. Do competitive market research.
3. Write out the features for your app.
4. Make design mockups of your app.
5. Create your app's graphic design.
6. Put together an app marketing plan.
7. Build the app with one of these
options.
8. Submit your app to the App Store.
Question. Why
Salesforce CLI is used?
Answer -The
Salesforce Command Line Interface (CLI) is a powerful, free, open-source tool
from Salesforce, intended to help simplify and potentially automate tasks
across the platform. Ultimately, the Salesforce CLI supports and speeds up the
development process for both developers and admins.
Question. Explain the
advantages of Salesforce using the SaaS platform.
Answer -The Top 7
Benefits of Salesforce
• Better Time Management. Time
management is a huge benefit of Salesforce and one of the best ways to allow a
business to grow and thrive. ...
• Ultimate Accessibility. ...
• Increased Revenue. ...
• Greater Customer Satisfaction. ...
• Simple Account Planning. ...
• Trusted Reporting. ...
• Improved Team Collaboration.
Question. How does
Salesforce deploy sales tracking?
Answer -The performance chart displays data based on your sales team's opportunities if you have an associated team. Otherwise, the chart displays opportunities you own. Only opportunities for the current sales quarter that are closed or open with a probability over 70% are displayed.
Question. What are
Workflows in Salesforce? What are Actions in a workflow?
Answer - A workflow
in Salesforce is basically a container or business logic engine that automates
certain actions based on particular criteria. If the criteria are met, the
actions get executed. When they do not, the record will get saved but no action
will be executed.
There
are two types of actions in a workflow in Salesforce,:
• Immediate Actions: Actions that get
executed immediately when the record is created or edited
• Time-Dependent Actions: Actions that
get executed after a certain duration of time, such as 10 days before a
records’ close date. After a certain time period, the workflow rules in
Salesforce will re-evaluate the record just to make sure that the rule criteria
are met. If the record meets the criteria, the aligned actions will be
executed.
Question. What is a
Master–Detail relationship?
Answer -A
master-detail relationship is basically a parent-child relationship in which
“master” represents the parent and the other “details” represent the child. If
the parent is deleted, then the child also gets deleted. Roll-up summary fields
can only be created on master records, which will calculate the SUM, AVG, and
MIN of the child records.
Question. What is a
connected app?
Answer -A connected app is a framework that enables an external application to integrate with Salesforce using APIs and standard protocols, such as SAML(Security Assertion Markup Language), OAuth, and OpenID Connect.
Question. What are the
different types of Reports available in Salesforce?
Answer -Based on the
structural differences, Salesforce has four different types of reports:
Tabular
Reportà A tabular
report displays data in the form of an Excel-like table that provides a list of
items with the grand total.
Joined
Reportà A joined
report is a combined report that has multiple blocks that show data from
different reports, either of the same type or of different types.
Matrix
Reportà A matrix
report works in two-dimensions and allows you to group records row- and
column-wise.
Summary
Reportà In a summary
report, the view is in tabular form itself, but it has more functionalities
like grouping rows (only), viewing subtotals, and creating charts.
Question. What is a
static resource in Salesforce?
Answer -Static resources allow you to upload content that you can reference in a Visualforce page, including archives (such as . zip and . jar files), images, style sheets, JavaScript, and other files
