Salesforce is the leading player in the customer relationship management (CRM) market, with a market share of 19.7%. It has been consistently ranked as the best CRM solution in the world and is predicted to continue to grow in popularity. Salesforce’s cloud-based platform allows businesses to effectively manage and track customer data, without the need for technical skills. As a result, demand for Salesforce experts is on the rise, with many companies looking to fill the gap in this skillset. With a wide range of businesses using Salesforce, including Cisco, Accenture, Atlas, Adidas, Deloitte, Infosys, Godrej and more, a career in Salesforce can be highly rewarding and lucrative. In this blog post, we have compiled a list of the top 20+ Salesforce interview questions to help you prepare for your next Salesforce interview.
Top 20+ Salesforce Interview Questions & Answers (2023)
Get ready to ace your next Salesforce interview with our comprehensive list of scenario-based Salesforce interview questions and answers for 2023. These questions are designed to test your knowledge of Salesforce features and functions in various real-world scenarios. From troubleshooting performance issues to designing custom reports, our list covers a wide range of topics to prepare you for any question that may come your way. Don’t miss out on your dream Salesforce job, start preparing now with our Top 20+ Salesforce interview questions and answers.
1. What is Salesforce?
Salesforce is the leading enterprise cloud platform for sales and customer service. It provides businesses with a single, integrated view of their customers, products and services across all channels, right from the moment they interact with your business to the point where they make a purchase or request support. Salesforce enables you to build custom apps in minutes using its drag-and-drop interface and power them with data from any source—including your CRM or ERP system—all while maintaining complete control over security at every level.
2. What is an Apex Trigger?
Apex Triggers are the way to automatically execute code in response to a specific event. Apex Triggers are executed when a record is created, updated or deleted. They can be used for auditing, workflow and data validation.
3. Can we delete reports ? If Yes, how can we delete them ? If No, Why ?
Yes, you can delete reports. If you delete a report, then it will be deleted from the Reports tab. If we want to delete all of our reports in Salesforce and not just one specific report in an instance or organization level then we should use this command: Salesforce>Delete All Reports
4. What are the different editions of Salesforce CRM we have? Please name them.
Salesforce CRM has four editions: Enterprise, Unlimited, Performance and Developer. The first three editions are paid for by charging for the software per user license. The fourth edition is free for every user who signs up for Salesforce CRM with a valid email address.
5. How do you stay current with new Salesforce features and updates?
I stay current with new Salesforce features and updates by regularly reading the Salesforce release notes, attending Salesforce user groups and webinars, and participating in online forums and communities dedicated to Salesforce. I also make sure to take advantage of any training or certification opportunities that are available.
6. Can you explain your experience with Salesforce data migration and data management?
7. Can you give an example of a complex customization or integration project you have worked on in Salesforce?
One example of a complex customization project I worked on was implementing a custom quoting tool for a manufacturing company. The tool needed to pull in data from multiple Salesforce objects, as well as integrate with the company’s existing ERP system. I was able to use Salesforce’s Apex programming language to build a custom solution that met the company’s needs.
8. What does an object mean in Salesforce?
An object in Salesforce refers to a table in a database that stores data. It represents a specific type of data or information within the Salesforce system, such as accounts, contacts, leads, opportunities, and custom objects. Each object has a set of fields, which are similar to columns in a database table, that define the data that can be stored within it. Objects can also have relationships with other objects, such as a contact being related to an account. These relationships allow for data to be easily linked and accessed across multiple objects.
9. What can a user do with a custom object?
A user can do several things with a custom object in Salesforce:
- Create and manage custom records
- Create custom fields
- Create custom tabs
- Create custom reports and dashboards
- Create custom business logic
- Create custom relationships
- Create custom list views
- Create custom page layouts
10. Have you used Salesforce’s Einstein Discovery feature, and can you explain how it can be used to make predictions and automate data analysis?
Yes, I have used Salesforce’s Einstein Discovery feature in the past. Einstein Discovery is a tool that uses machine learning algorithms to automatically analyze and make predictions from large amounts of data within Salesforce. It allows users to create predictive models that can identify patterns, trends, and insights in their data that would be difficult to uncover manually.
One example of how I have used Einstein Discovery is for a retail company that wanted to predict which products were most likely to go out of stock. I used Einstein Discovery to analyze historical sales data and identify patterns and trends that indicated when a product was at risk of running out of stock. Based on this analysis, the company was able to proactively manage inventory and reduce stockouts.
Einstein Discovery can also be used to automate data analysis tasks, such as identifying and flagging data outliers or anomalies, which can save time and effort for data analysts. Additionally, Einstein Discovery can also be used to create interactive visualizations and dashboards, which can be shared with stakeholders to help them understand and act on the insights uncovered.
11. Can you explain your experience with Salesforce’s Einstein Analytics?
I have worked with Salesforce’s Einstein Analytics. I used Einstein Analytics for a healthcare company which of looking for ways to improve patient outcomes while also lowering costs. Einstein Analytics was used to analyze patient data from various systems, including electronic health records and claims data. To identify trends, patterns, and insights in the data, I created interactive dashboards that displayed key metrics and visualizations. I also made use of Einstein’s predictive abilities.
12. Can you explain your experience with Salesforce’s security and access control features such as roles, profiles, and sharing rules?
I have experience working with Salesforce’s security and access control features to ensure that sensitive data is protected and that users have the appropriate level of access to data. For example, I have implemented role hierarchies, profiles and sharing rules for a healthcare client to ensure that only authorized personnel have access to patient information.
13. What are some common causes of data loss in Salesforce and how can they be prevented?
There are several common causes of data loss in Salesforce such as human error, data import errors, system failures, and data deletion.
- Human error can occur when a user deletes or modifies data by accident. To prevent this, it is important to have proper user training and guidelines in place, as well as regular data backups.
- Data import errors can occur when data is imported into Salesforce that is incorrectly formatted or contains errors. To avoid this, it is critical to have a thorough data validation process in place before importing data and to review any errors that may occur during the import process.
- System failures can occur as a result of hardware or software issues, resulting in data loss. To avoid this, regular maintenance and monitoring of the Salesforce system, as well as a disaster recovery plan, are required.
- Data deletion can happen when a user deletes data by accident or when data is deleted as part of a cleanup process. To avoid this, it is critical to implement a data retention policy as well as appropriate permissions and controls to limit data deletion.
14. Define sharing rules in Salesforce
In Salesforce, a sharing rule is a feature that allows administrators to control the level of access that users have to data within the organization. Sharing rules allow administrators to specify who can see and access specific records based on certain criteria, such as the record’s owner, the user’s role in the organization, or the user’s department.
There are two types of sharing rules in Salesforce:
- Object-level sharing rules: These rules determine the level of access that users have to a specific object, such as Accounts, Opportunities, or Contacts. Object-level sharing rules can be used to specify who can view, edit, or delete records within the object based on certain criteria.
- Record-level sharing rules: These rules determine the level of access that users have to specific records within an object. Record-level sharing rules can be used to specify who can view, edit, or delete specific records within an object based on certain criteria.
15. How have you managed and maintained user permissions in Salesforce?
I have experience managing and maintaining user permissions in Salesforce through the use of roles and profiles. I have created and managed roles to control the level of access that users have to various objects and fields within the system. I have also created and managed profiles to control the level of access that users have to various features and functionalities within the system. Additionally, I have also implemented sharing rules to control the level of access that users have to specific records within the system. To ensure data security, I have regularly reviewed and audited user permissions and made adjustments as necessary to ensure that users only have access to the data and features that they need to do their job.
16. How have you used Salesforce’s field-level security to control access to sensitive data?
I have experience using Salesforce’s field-level security to control access to sensitive data. I have set up field-level security by creating and managing profiles, which are used to control the level of access that users have to specific fields within the system. I have also used field-level security in conjunction with other security features, such as sharing rules, to provide a granular level of access control within the organization. I have also regularly reviewed and audited field-level security settings to ensure that users only have access to the data that they need to do their job.
17. Can you explain your experience with Salesforce’s security-related features such as IP Restrictions, Login History, and Login Attempts?
I have experience working with Salesforce’s security-related features such as IP restrictions, login history, and login attempts. I have used IP restrictions to block or allow access from specific IP addresses or ranges. I have also used login history to view and track login activity for users, and login attempts to monitor and control the number of failed login attempts for users. I have also trained users on how to use these features and provided support for security related issues.
18. How have you implemented and managed multi-factor authentication (MFA) in Salesforce?
I have experience implementing and managing MFA in Salesforce by using Salesforce’s built-in MFA features and third-party MFA solutions. I have configured MFA settings and policies at the org level, such as setting up MFA for specific users or groups, setting up MFA enforcement policies, and setting up trusted IP ranges. I have also integrated Salesforce with third-party MFA solutions such as Okta, Ping Identity and Microsoft Azure AD. I have also trained users on how to use MFA and provided support for MFA related issues.
19. Can you explain your experience with creating and managing reports in Salesforce?
(The interviewer wants to know about the candidate’s experience with creating and managing reports in Salesforce. The candidate should provide specific examples of reports they have created, and describe their responsibilities and the outcomes of those reports.)
I have experience creating and managing various types of reports in Salesforce, including standard and custom reports, using both the Salesforce report builder and advanced filters. I have also created and managed dashboards to display key metrics and performance indicators.
20. How do you ensure data accuracy and security in Salesforce reports?
(The interviewer wants to know about the candidate’s experience with data security and quality in Salesforce reports. The candidate should describe the steps they take to maintain data accuracy and security, such as data validation, access controls and encryption.)
I ensure data accuracy and security by implementing best practices such as data validation, access controls, and encryption. I also regularly review and monitor reports for data accuracy, and work with stakeholders to ensure that data is being used in compliance with company policies and regulations. Additionally, I use Salesforce’s built-in security features, such as field-level security and sharing rules, to control access to sensitive data in reports.
Salesforce plays an essential role in sales and marketing automation. Recently, there has been a surge in demand for certified Salesforce admins and developers. Additionally, the competition is very fierce for jobs related to Salesforce, so you must prepare right and smart if you want to stand out from the crowd.
With our comprehensive list of questions and answers mix for admins and developers, you would be able to prepare better for your Salesforce interview and nail it. Your career matters to you and so does the future of organization matters to a company. A person with right set of knowledge is always a right fit.