1. What is Salesforce?

Salesforce is a cloud-based CRM platform that helps businesses effectively manage their sales, customer service, and marketing activities.

2. What is the difference between a profile and a role in Salesforce?

A profile defines a user’s access to various objects, fields, and permissions, while a role determines the hierarchy and data access levels for users within an organization.

3. What is a workflow rule in Salesforce?

A workflow rule is an automated process that executes a set of actions based on specified criteria. It helps streamline business processes and reduces manual effort.

4. Explain the difference between a lookup relationship and a master-detail relationship.

In a lookup relationship, a child record can exist without a parent record, while in a master-detail relationship, a child record cannot exist without a parent record. Also, in a master-detail relationship, deleting the parent record will delete all associated child records.

5. What is a validation rule?

A validation rule is used to enforce specific criteria for data entered into Salesforce records. It ensures data integrity and helps maintain data quality.

6. What is the difference between a standard object and a custom object?

A standard object is provided by Salesforce and has predefined fields and functionality. A custom object is created by users and can have custom fields and functionality according to specific business needs.

7. Explain the difference between a lead and an opportunity in Salesforce.

A lead is a potential customer who has shown interest in your products or services but has not yet been qualified as an opportunity. An opportunity is a qualified lead who is likely to make a purchase.

8. How can you import data into Salesforce?

Data can be imported into Salesforce using various methods, such as the data import wizard, data loader, or through API integrations with external systems.

9. What is the purpose of a report in Salesforce?

A report in Salesforce is a way to display and analyze data stored in Salesforce. It helps users gain insights, track performance, and make informed business decisions.

10. What is the role of a sharing rule in Salesforce?

A sharing rule is used to extend data access beyond the organization-wide default settings. It helps grant access to specific records or groups of records to users based on defined criteria.

11. Explain the difference between a trigger and a process builder in Salesforce.

A trigger is an Apex code that executes before or after specific events like insert, update, or delete, while a process builder is a point-and-click tool that can automate standard or custom processes without writing code.

12. What are governor limits in Salesforce?

Governor limits are limits set by Salesforce to prevent any single transaction from monopolizing shared resources. They include limits on the number of API calls, the number of records retrieved, and execution time.

13. What is an Apex class in Salesforce?

An Apex class is a blueprint or template for creating objects in Salesforce. It allows you to define methods and variables, control the flow of execution, and perform data manipulation.

14. What is the purpose of the Role Hierarchy in Salesforce?

The Role Hierarchy in Salesforce defines the organization’s reporting structure and determines the levels of data access in the role hierarchy. It helps maintain data security and data visibility.

15. What is the difference between a sandbox and a production environment?

A sandbox is a copy of a Salesforce org for development, testing, and training purposes. It allows changes to be made without affecting the production environment, which is the live and active Salesforce org used by end-users.

16. How can you track changes that are made to a record in Salesforce?

By enabling the “Field History Tracking” feature, you can track changes made to specific fields on an object. You can also track changes using the “Audit Trail” feature, which records modifications made by users.

17. What is the purpose of a junction object in Salesforce?

A junction object is used to create a many-to-many relationship between two objects. It allows you to associate multiple records of one object with multiple records of another object.

18. Explain the difference between a public group and a queue in Salesforce.

A public group is a set of users who share a common role or responsibility and can be used to grant access to records, while a queue is used to manage ownership of records that multiple users can work on.

19. What is the use case of an approval process in Salesforce?

An approval process in Salesforce is used to automate the approval of records, such as opportunities, contracts, or expense reports. It ensures that required approvals are obtained before moving forward with certain actions.

20. How can you schedule a report to be run automatically in Salesforce?

You can schedule a report to run automatically by setting up a report subscription. This allows the report to be delivered to specified users or groups at scheduled intervals via email.

1. What is the difference between Lookup Relationship and Master-Detail Relationship?
In a Lookup Relationship, the child record does not have a direct impact on the parent record. However, in a Master-Detail Relationship, the child record is completely dependent on the parent record. Deleting the parent record will also delete the child record.

2. What is the use of Visualforce in Salesforce?
Visualforce is a markup language that allows developers to build custom user interfaces in Salesforce. It is used to create custom pages, forms, and components that can be displayed within the Salesforce environment.

3. What is the difference between Trigger and Process Builder?
Triggers are pieces of code that execute before or after specific events occur, such as record insertion, deletion, or update. Process Builder is a visual tool that allows admins to automate business processes by creating workflows, updating records, and sending emails, among other actions.

4. How can you control access to data in Salesforce?
Access to data can be controlled by using profiles, permission sets, and sharing rules. Profiles define the user’s access level to different objects and fields, permission sets grant additional permissions beyond the user’s profile, and sharing rules define the level of access for specific records.

5. What is the use of the Lightning Component framework?
The Lightning Component framework is a UI framework for developing web applications with reusable components. It allows developers to create dynamic and responsive user interfaces with enhanced performance and productivity.

6. What is the purpose of using custom labels in Salesforce?
Custom labels enable developers to define text values that can be translated into multiple languages. They provide a way to make the application’s user interface more flexible and customizable.

7. How can you achieve data validation in Salesforce?
Data validation can be achieved by using validation rules. These rules define the criteria that must be met in order for a record to be saved or updated. If the criteria are not met, an error message is displayed to the user.

8. What is the difference between a Standard Controller and a Custom Controller in Visualforce?
A Standard Controller is associated with a specific standard Salesforce object and provides basic functionality for interacting with that object’s records. A Custom Controller is a controller written by the developer to implement custom logic and functionality in Visualforce pages.

9. What is the purpose of using Apex in Salesforce?
Apex is a programming language developed by Salesforce specifically for the Salesforce platform. It is used to create custom business logic, automate processes, and integrate with external systems.

10. How can you perform data migration in Salesforce?
Data migration can be performed using various tools and methods, such as the Salesforce Data Loader, Import Wizard, or through custom development using the API. These tools allow you to import and export data between Salesforce and other systems.

11. What is the difference between a Trigger and a Workflow Rule?
A Trigger is a piece of Apex code that executes before or after specified database events occur. It provides developers with more flexibility and control over the logic to be executed. On the other hand, a Workflow Rule is a declarative rule that triggers an automated action, such as sending an email or updating a field, based on specified criteria.

12. What is the purpose of using Governor Limits in Salesforce?
Governor Limits are Salesforce’s way of ensuring that resources are fairly distributed and shared among all organizations using its platform. These limits prevent any single organization from monopolizing system resources and ensure the overall performance and stability of the platform.

13. How can you implement exception handling in Apex?
Exception handling in Apex can be implemented using try-catch blocks. Within the try block, you write the code that might throw an exception. The catch block is used to catch and handle the exception, allowing you to gracefully handle errors and prevent them from impacting the application’s performance.

14. What is the difference between a Sandbox and a Production environment?
A Sandbox environment is a copy of your Salesforce production environment used for testing and development purposes. It allows you to make changes, test new features, and experiment without affecting the live production data. The Production environment is the live environment where your actual Salesforce application runs and where your users interact with the system.

15. How can you schedule Apex classes to run at specific times or intervals?
Apex classes can be scheduled to run at specific times or intervals using Apex Scheduler. This involves creating a class that implements the Schedulable interface and then scheduling it to run at a specified time using the Schedule Apex functionality.

16. What is the purpose of using a Sandbox Template in Salesforce?
A Sandbox Template is a predefined configuration that allows you to create a new Sandbox environment with a specific set of features and data. It helps in quickly creating sandboxes that match your development or testing needs.

17. What is the difference between a Validation Rule and a Trigger?
A Validation Rule is a declarative way of enforcing data quality and integrity by defining criteria that must be met before a record can be saved. It operates at the database level and provides real-time validation. A Trigger, on the other hand, is a piece of Apex code that executes before or after certain events and allows for more complex custom logic and automation.

18. How can you make a Visualforce page available to a specific set of users or profiles?
Visualforce pages can be made available to specific users or profiles by using the “Available for Salesforce Mobile Apps” and “Available for Lightning Experience, Lightning Communities, and the mobile app” checkboxes in the page’s settings. By selecting the appropriate options, you can control the visibility and accessibility of the page.

19. How can you implement locking in Salesforce to prevent record conflicts?
Locking in Salesforce can be implemented using the “Record Locking” feature. This feature prevents multiple users from simultaneously editing the same record by allowing only one user to edit it at a time. Other users attempting to edit the same record will see a lock icon and will be unable to make changes until the lock is released.

20. What is the purpose of using the Force.com platform in Salesforce?
The Force.com platform is a cloud-based application development platform provided by Salesforce. It allows developers to build and deploy custom applications that run on Salesforce infrastructure. The platform provides a variety of services and tools, such as an object-relational database, security features, and APIs for integrating with other systems.