20+ Salesforce Interview Questions and Answers (2022)
The most popular CRM solution in the world is Salesforce. With a market share of 19.7%, they rule the whole CRM business and have a market share of more than 40% in the Cloud CRM arena. For two years running, they were ranked as the best CRM in the world, and if Salesforce’s predicted growth is any indication, demand for experts in Salesforce training will only rise dramatically.
Salesforce is a customer relationship management (CRM) software that connects businesses and customers via cloud computing. It enables companies to effectively manage and track the data of their customers. It supports strong, linked goods that can enhance your IT, service, marketing, sales, and other areas. Salesforce CRM requires no technical skills to set up and operate.
If you’re interested in CRM, Salesforce is the best job path for you. Numerous businesses utilize Salesforce, including Cisco, Accenture, Atlas, Adidas, Deloitte, Infosys, Godrej, and others. Those who chose Salesforce are benefiting from high pay scales and incredibly fulfilling careers. Companies are struggling with a shortage of Salesforce-specific skill sets as the number of end users of the platform rises. They are looking for Salesforce experts that are familiar with the platform and adept at utilizing its many offerings for practical business purposes. As a result, the Salesforce’s workforce is growing daily.
In this article of our blog series, we have compiled a list of the Top 20 Salesforce interview questions, which can aid in your understanding and preparing any comprehensive Salesforce interview.
Top 20 Salesforce interview Q&A 2022
1. What is Salesforce?
Answer: The interviewer is merely determining if you can pool your knowledge into a brief response to one of the most fundamental salesforce interview questions. This is a salesforce interview question, and here’s a quick and simple response: The most efficient software-as-a-service offering for customer relationship management (CRM), Salesforce, is provided to subscribers (SaaS).
2. What does an object mean in Salesforce?
Answer: Objects in Salesforce are database tables that are used to hold an organization’s data. In Salesforce, there are two different kinds of objects. As follows:
- Standard Objects: The Salesforce platform’s standard objects, such as contacts, accounts, cases, campaigns, opportunities, leads, products, contracts, reports, dashboards, etc.
- Custom Objects: Custom objects are those that developers generate based on the business process. It holds the vital and distinctive data that make up a company. It provides a framework for data sharing. The custom object features tabbed custom user interfaces, custom fields, relationships to other objects, and page layouts.
3. What can a user do with a custom object?
Answer: As soon as the subscriber defines the custom object, the following tasks can be performed:
- Build custom fields
- Put the custom object in relation to other records.
- Observe occasions and tasks
- Construct page layouts
- Make a unique tab for the unique object
- Analyze data from custom objects
- Make reports and dashboards
- Share customized apps, customized objects, customized tabs, and other relevant elements.
It is impossible to accomplish any of these steps without a definition for the custom object.
4. What features does Salesforce have?
Answer: 1) Contact management
Access to important client information and contact history makes managing contacts easier.
It provides comprehensive customer information, including insights and ideas for increasing engagement. Customers’ social data can be used to gain a deeper knowledge of their unique behaviors with reference to any good or service.
2) Opportunity management
- Salesforce gives you the option to see your customers’ activity history. It shows several stages of a specific agreement and aids in guiding your decision-making.
- Along with the company competitors, you can view important information about the activity timeline. Emailing clients is made simple with pre-built templates.
3) Quote management
The tracking of the products that are a component of your transaction, along with their standard price, product code, quantity, and the quoted price, is part of quotation management for the products. Additionally, you may set the amount together with the income forecast, which indicates the terms of delivery and payment.
A built-in quoting mechanism in the Salesforce CRM app generates quotes based on client data automatically. Additionally, it produces an approved template PDF and emails it straight to the customer.
4) Lead management
- An affluent activity timeline is featured with lead management. It gives access to current contacts listed on the timeline. Additionally, it uses the sales pathways to comprehend the necessary papers.
- The CRM programme works as a quick lead converter that notifies you of the leads’ originating source. Your system for generating revenue is improved by automatic emailing.
5) Sales data
- You may acquire the appropriate sales data at the appropriate moment by using Salesforce CRM. It allows for a quicker relationship with influential decision-makers.
- Territories can be readily planned. With the most recent and precise data, it can be leveraged to increase sales and marketing productivity.
- Because it enables users to access CRM data from any location, anytime, and on any device, the Salesforce mobile app transforms your mobile device into a portable sales office.
- Calls, work opportunities, dashboard checks, hot lead responses, etc. can all be recorded.
7) Workflow and clearances
With the ease of drag and drop, it enables the use of visual workflow to quickly design and automate any business process. Additionally, you may effectively handle processes for flexible approvals of offer discounts, charges, and other things.
8) Sync and share files
- Using Salesforce makes it simpler to share files, discuss them, publish the best, and track your content in real-time.
- Sign up to receive alerts when something changes and quickly find what you’re looking for.
9) Personalized reports and dynamic dashboards
Dashboards give you a live view of how your company is doing in the marketplace. Users are able to calculate activity, decipher quantities, and identify market patterns. In Salesforce CRM, you may create your own dashboard by dragging and dropping icons.
With Salesforce CRM, you may design your own unique sales forecasting report. Users can modify the fields and examine data with filters by utilizing a straightforward drag and drop function. Charts offer real-time data so you can get the most recent information.
10) Forecasting sales
- Leads in the pipeline are monitored to determine if they are progressing towards their final goal, which is deals. This results in excellent sales forecasts.
- You can organize your methods in accordance with the projected quantity by using your good judgment.
- To manage your business, you can use in-line editing, multicurrency support, override visibility, etc. They are given the proper credit and are able to view the forecast in accordance with the overlays.
4. What does “App” in Salesforce mean?
Answer: In Salesforce, an app is a logical container that houses different company-related information like a logo, name, business processes, etc. Applications can be modified to suit your needs, or new applications can be created by fusing custom and standard tabs.
5. Describe the various app kinds available in Salesforce.
Answer: In Salesforce, we may construct two different kinds of apps. As follows:
- Custom apps: They are primarily employed by business owners that want to create an app that occasionally satisfies their business requirements. In the market, it is widely utilized.
- Console application: It can only be utilized in the client service industry, where we prioritize resolving client issues. It is not as commonly used in the market as a bespoke app.
6. Is it possible for two individuals to share a profile? Do users have the option of having two profiles?
Answer: The level of access a user can have in a Salesforce org is determined by their profile.
And yes, any number of users can be given access to the same profile. But a user can only have one profile allocated to each user.
If you consider a company’s Sales or Service teams as an example. An identical profile will be given to the entire team. One profile, designated as the Sales Profile, may be created by the administrator. This profile will have access to Leads, Opportunities, Campaigns, Contacts, and any other objects the firm deems necessary.
This allows for the assignment of the same profile to numerous users. If the team manager or lead needs access to extra data or objects, it can be granted by designating specific permission sets for those people exclusively.
7. What is Self-Relationship?
Answer: Self-Relationships can be viewed as lookup relationships with the same object. Users can create relationships between “Merchandise” and other objects based on this premise.
8. How does Object Relationship Overview work?
Answer: In Salesforce, the object relationship overview connects related lists of standard object records and custom object records. It is useful for tracking product flaws in connected customer cases. By adding custom relationship fields to an item, Salesforce users are able to build several sorts of relationships.
9. What may result in Salesforce data loss?
Answer: Several factors, including the following, can lead to data loss in Salesforce:
- While changing Date and time information
- shifting from various data types to %, number, and currency.
- Changing to other types from the multi-select picklist, checkbox, and auto number.
- converting to a multi-select picklist using any type other than picklist.
- except for text, switching to auto-number.
- text area to e-mail, phone, URL, and text.
10. How does Salesforce benefit from SaaS?
Answer: SaaS is a subscription-based model, meaning customers can decide not to renew and stop using the software at any time without incurring any fees or consequences other than losing access to Salesforce. SaaS enables users to avoid significant upfront costs and investments. SaaS applications have an easy-to-use Internet interface.
11. What does sandbox org mean? What kind of sandboxes in Salesforce are there?
Answer: A sandbox is a replica of the organization’s production environment or environment used for testing and development. It is advantageous since it enables Apex programming development without interfering with the production environment.
When is it applicable?
It can be used to test a freshly created Visualforce page or Force.com application. Instead of performing it immediately in production, you can create and test it in the Sandbox org.
This enables hassle-free application development before migrating metadata and data (if applicable) to the production environment. Developers are free to test and experiment with entire programmes when doing this in a non-production environment. Sandboxes can be of the following types, Developer, Partial Copy, Full, and Developer Pro.
12. What does Salesforce’s Apex mean?
Answer: Apex is a highly typed OOP language that enables programmers to run transaction control statements and flow on servers running the Salesforce platform in addition to making API calls. It functions as database stored procedures and has a syntax that is similar to Java. On the Lightning platform, the code can be started by triggers on objects and requests from web services.
Developers can apply business logic to system events such as button clicks, Visualforce page updates, and associated data updates using Apex.
13. Can Apex triggers or Apex classes be edited in a production environment? Can a Visualforce page be edited in a real-world setting?
Answer: Apex classes and triggers cannot be directly edited in a production environment. It must be completed first in the testing organization, the developer edition, or the sandbox organization. A user with Author Apex authority must then use deployment tools to deploy the triggers and classes in order to launch it in production. However, both in the sandbox and in production, Visualforce pages can be generated and changed.
The page would only need to be constructed using Sandbox if it had to perform some unique tasks.
14. What is the sharing rule?
Answer: When a user wants to provide another user access to things like public groups, roles, or territories, sharing rules are used. By automatically making exceptions to your organization’s global sharing settings, it grants more access to specific users. If an object supports it, you can define up to 300 total sharing rules for it, including up to 50 guest users or criteria-based sharing rules.
15. What does Salesforce’s audit trail mean?
Answer: Salesforce has a special feature called an audit trail that makes it possible to keep track of the alterations you and other administrators have made to the organization. In this manner, you will always be aware of any last-minute project modifications. With more administrators, the organization benefits.
You can learn the specifics of modifications made, the date and time of the change, and the username of the team member who made the changes by using an audit trail.
16. Sales tracking in Salesforce: how does it work?
Answer: Salesforce is a tracking tool that captures a range of useful, fundamental information, including:
- number of clients served each day
- Daily volume of sales
- Reports from the Sales Manager that provide in-depth Sales data by month or quarter
- The most crucial aspect of any sales organization is tracking and reporting repeat client activity, which is what Salesforce does well.
17. What does Salesforce’s dashboard mean?
Answer: A report’s visual representation is called a dashboard in Salesforce. As visual elements, it presents information from the cited reports. These elements give users a quick overview of the organization’s most important KPIs and performance indicators. Twenty reports can be seen at once on a single dashboard.
18. What does Salesforce’s definition of a workflow mean?
Answer: Salesforce’s workflow feature enables you to streamline your organization’s operations and automate standardized internal procedures to save time. As records are produced or modified, it is useful to assess them and decide whether an automatic action is required.
Sending follow-up emails, following a customer’s journey on a customer journey map, carrying out other marketing activities to increase the company’s sales, etc. are all examples of automation functions in Salesforce.
Workflow instructions are mainly contained within workflow rules. These instructions are usually condensed into an if/then statement. There are two primary divisions in workflow rules. These are:
- Criteria: The conditions that must be met by the record in order for the workflow rule to carry out the associated actions. A statement like this contains the “if” part.
- The “then” portion of an “if/then” statement describes what to do when a record satisfies the requirements.
- The action is “bring an umbrella” in this instance, and the criterion is “it is raining.” If the requirements are not satisfied, the action is not carried out. Only when a record satisfies all of a workflow rule’s requirements are the rule’s actions really carried out.
19. What advantages does adopting Salesforce CRM offer?
Answer: The following benefits of using Salesforce CRM are listed:
Automate your communication by using solutions like Salesforce Einstein Bots, which features can promptly and automatically respond to chats.
- Data integration from other applications: The Salesforce platform may be used to integrate data from other programmes like MailChimp and G Suite. This makes switching from one piece of software to another easier. You can monitor your data at any time, anywhere using the Salesforce mobile app.
- Using data analytics tools: Salesforce’s Einstein Analytics provides insights so users can respond to changing data immediately. You can gather information and appropriately process it with the aid of Salesforce’s range of reporting tools and dashboards.
- Observing customer activity: Knowing how a consumer moves through the sales cloud can help you get a better understanding of their behavior and upbringing. Reviewing the clickthrough rates from your email marketing might help you figure out what appeals to your clients the most.
- Customer support via chat: Depending on how your customers or followers interact with your website, the service cloud’s live agent will offer a chat window. Your customer support team is able to provide solutions by connecting with the customer profile. This helps to enhance client experiences by enabling agents to react rapidly.
- Omnichannel feature: The service cloud’s multi-channel capability automatically routes interactions from different channels to the agents. They now have a single location from which to communicate with clients via calls, social media, chat, texting, or email.
- Maintaining relationships with current clients: Retaining current clients is less expensive than finding new ones. Create unified marketing campaigns by using the data collected in Salesforce’s CRM.
- You can create apps: Platform as a Service (PaaS) provider Force.com makes it simple to customize and create apps for every device without the need for complex infrastructure.
20. How do you define governor limits?
Answer: A shared database’s capacity can only be limited by the governor. They aid in preventing monopolies of the common resources (Storage, CPU, Memory).
Governor restrictions in the Salesforce can be shown in the following examples:
- 10,000ms is the maximum CPU time permitted on the Salesforce servers.
- Ten email sending options are permitted in total.
- 50,000 records total were obtained using a SOQL query.
- A transaction has a total of 100 callouts.
Salesforce plays an essential role in sales and marketing automation. Recently, there has been a surge in demand for certified Salesforce workers. Additionally, the competition is very fierce for jobs related to Salesforce, so you must prepare if you want to stand out from the crowd.
CRM and Salesforce are often used interchangeably. Salesforce may be used by businesses for a wide range of tasks, including managing contacts, creating workflows, engaging customers, tracking opportunities, and managing tasks, among many others. Additionally, you may access Salesforce from a mobile dashboard and work together with your coworkers while running analytics.
Hope by now you will be able to gain a better understanding of Salesforce CRM. With these 20 most common Salesforce interview questions and answers, you will be able to prepare effectively for your Salesforce interview and perform well during it. Take the time to thoroughly study them so that you can make a positive impression on a prospective employer.