Top 50 Salesforce questions with their best answers:
1. What is Salesforce?
Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, and customer service activities.
2. What are the different editions of Salesforce?
Salesforce offers various editions, including Essentials, Professional, Enterprise, Unlimited, and Developer editions, each with different features and capabilities.
3. What is a Salesforce sandbox?
A Salesforce sandbox is a copy of your organization's production environment used for testing, development, and training purposes without affecting real customer data.
4. What is the role of the Salesforce administrator?
A Salesforce administrator is responsible for managing and configuring the Salesforce platform, including user management, data security, automation, and customization.
5. What is the Salesforce AppExchange?
The Salesforce AppExchange is an online marketplace where users can find and install applications and components to extend the functionality of their Salesforce org.
6. What is a Salesforce record?
A Salesforce record is a single instance of an object, such as a contact, account, opportunity, or custom object. It stores specific data related to that object.
7. What is the difference between a role and a profile in Salesforce?
A role defines the level of data access a user has within an organization, while a profile determines the permissions and settings a user has within the Salesforce application.
8. What is a trigger in Salesforce?
A trigger in Salesforce is a piece of Apex code that executes before or after specific events, such as insert, update, or delete operations, on a record.
9. What is a workflow rule in Salesforce?
A workflow rule in Salesforce is an automated process that standardizes and streamlines business processes. It evaluates record criteria and performs specific actions based on predefined rules.
10. What is a validation rule in Salesforce?
A validation rule in Salesforce is a custom rule that ensures data entered by users meets specified criteria. If the criteria are not met, an error message is displayed, preventing the record from being saved.
11. What is the difference between a custom object and a standard object in Salesforce?
A standard object is a predefined object provided by Salesforce, such as Account or Contact. A custom object is created by administrators to store unique data specific to an organization's needs.
12. What is a dashboard in Salesforce?
A dashboard in Salesforce is a visual representation of data that provides real-time insights into key business metrics, allowing users to monitor performance and make informed decisions.
13. What is the difference between a report and a dashboard in Salesforce?
A report in Salesforce is a tabular or summary view of data, while a dashboard is a collection of reports, charts, and other components displayed in a single view.
14. What is the Salesforce Lightning Experience?
Salesforce Lightning Experience is the modern, responsive user interface introduced by Salesforce that offers a more intuitive and streamlined user experience compared to Salesforce Classic.
15. What is Apex in Salesforce?
Apex is a proprietary programming language used by Salesforce developers to extend the capabilities of the Salesforce platform. It allows developers to write custom business logic and perform complex operations.
16. What is a Visualforce page in Salesforce?
A Visualforce page in Salesforce is a user interface framework that allows developers to build custom pages, forms, and components using a combination of HTML, CSS, and Apex.
17. What is the difference between a lookup relationship and a master-detail relationship in Salesforce?
In a lookup relationship, one object holds a reference to another object, while in a master-detail relationship, one object is the parent and controls the existence and deletion of child records.
18. What is the difference between a workflow rule and a process builder in Salesforce?
Workflow rules are simpler and limited in functionality, while the Process Builder provides a more advanced and visual interface for defining complex business processes
with additional capabilities.
19. What is the Data Loader in Salesforce?
The Data Loader is a client application provided by Salesforce that allows users to import, export, and delete data in Salesforce using a simple user interface or through command-line operations.
20. What is the difference between a role hierarchy and a sharing rule in Salesforce?
A role hierarchy defines the data access levels for users based on their role in the organization, while a sharing rule extends access to records beyond the role hierarchy.
21. What is the difference between a lead and an opportunity in Salesforce?
A lead is a potential sales contact that has shown some interest, while an opportunity is a qualified lead that has a higher likelihood of becoming a closed deal.
22. What is a chatter feed in Salesforce?
A chatter feed in Salesforce is a collaboration feature that allows users to post messages, share files, and have conversations within their Salesforce organization.
23. What is the difference between a profile and a permission set in Salesforce?
A profile is a collection of settings and permissions that define what a user can do within the Salesforce application, while a permission set is a way to grant additional permissions to users.
24. What is the App Builder in Salesforce?
The App Builder is a visual development tool in Salesforce that allows administrators to build custom applications and user interfaces using drag-and-drop components.
25. What is a community in Salesforce?
A community in Salesforce is a branded and customized portal that allows external users, such as customers or partners, to access specific Salesforce data and collaborate with your organization.
26. What is the difference between a formula field and a roll-up summary field in Salesforce?
A formula field is a read-only field that calculates its value based on other fields or expressions, while a roll-up summary field performs calculations on child records and displays the result on a parent record.
27. What is a static resource in Salesforce?
A static resource in Salesforce is a file, such as an image, JavaScript, or CSS file, that is uploaded and stored in the Salesforce platform for use in Visualforce pages, email templates, or other custom components.
28. What is the difference between a public group and a queue in Salesforce?
A public group is a collection of individual users or other groups used to simplify record sharing, while a queue is used to manage and distribute work items or cases among a group of users.
29. What is the difference between a global picklist and a custom picklist in Salesforce?
A global picklist is a picklist field that can be reused across multiple objects, while a custom picklist is specific to a single object and cannot be shared.
30. What is the difference between a change set and a package in Salesforce?
A change set is a collection of customizations that can be deployed between different Salesforce orgs, while a package is a bundle of code, components, and metadata that can be distributed and installed in various orgs.
31. What is the difference between a full sandbox and a partial sandbox in Salesforce?
A full sandbox is a replica of your production environment, including data, configurations, and code, while a partial sandbox contains a subset of your production data and can be refreshed with a smaller storage limit.
32. What is a junction object in Salesforce?
A junction object is a custom object used to create a many-to-many relationship between two other objects. It serves as a linking entity and contains additional fields or information related to the relationship.
33. What is a sharing rule in Salesforce?
A sharing rule in Salesforce is a rule that extends record access beyond the role hierarchy to provide access to specific records for certain users or groups.
34. What is an outbound message in Salesforce?
An outbound message in Salesforce is a workflow action that sends a secure XML message to a designated endpoint when certain conditions are met. It is often used for integrating with external
systems.
35. What is the difference between a picklist and a multi-select picklist in Salesforce?
A picklist allows users to select a single value from a predefined list, while a multi-select picklist enables users to select multiple values from the list.
36. What is the Salesforce Mobile App?
The Salesforce Mobile App is a mobile application that allows users to access and manage their Salesforce data and activities from their smartphones or tablets.
37. What is the Salesforce App Launcher?
The Salesforce App Launcher is a centralized hub where users can access and switch between different Salesforce applications, tools, and Lightning components.
38. What is the difference between a process builder and a flow in Salesforce?
The Process Builder is a point-and-click tool for building automated business processes, while Flow is a more advanced tool that allows for complex, multi-step automation with additional features and flexibility.
39. What is the Lightning Component Framework?
The Lightning Component Framework is a UI framework provided by Salesforce that allows developers to build reusable components using JavaScript and CSS to create rich and interactive user interfaces.
40. What is the difference between a public group and a role in Salesforce?
A public group is a collection of individual users or other groups used for sharing purposes, while a role defines the hierarchical level and data access within the organization.
41. What is a governor limit in Salesforce?
Governor limits in Salesforce are limits imposed on system resources, such as CPU time, database queries, and data storage, to ensure efficient and fair usage of the platform.
42. What is the difference between a report type and a report format in Salesforce?
A report type defines the data relationships and fields available for reporting, while a report format determines the layout and presentation of the report, such as tabular, summary, or matrix.
43. What is the difference between a public group and a role in Salesforce?
A public group is a collection of individual users or other groups used for sharing purposes, while a role defines the hierarchical level and data access within the organization.
44. What is a governor limit in Salesforce?
Governor limits in Salesforce are limits imposed on system resources, such as CPU time, database queries, and data storage, to ensure efficient and fair usage of the platform.
45. What is the difference between a report type and a report format in Salesforce?
A report type defines the data relationships and fields available for reporting, while a report format determines the layout and presentation of the report, such as tabular, summary, or matrix.
46. What is a batch apex in Salesforce?
Batch Apex is a way to process a large volume of data in smaller, manageable chunks. It allows developers to write code that is executed in batches asynchronously, ensuring efficient resource usage.
47. What is a queueable apex in Salesforce?
Queueable Apex is a way to schedule and execute long-running or asynchronous processes. It allows developers to chain and control the order of execution for complex operations.
48. What is a future method in Salesforce?
A future method in Salesforce is used to execute code asynchronously in the background, typically for time-consuming or external operations, to avoid blocking the user interface.
49. What is a dynamic dashboard in Salesforce?
A dynamic dashboard in Salesforce is a dashboard that allows users to change filter criteria and dynamically update the displayed data based on their preferences.
50. What is a community cloud in Salesforce?
Community Cloud in Salesforce is a platform that enables businesses to create branded, personalized portals for customers, partners, and employees, providing self-service capabilities and fostering collaboration.
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