Here are some of the most commonly asked Salesforce interview questions and answers, suitable for freshers and candidates with 1–3 years of experience.
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Salesforce is a cloud-based Customer Relationship Management (CRM) platform that helps organizations manage customer relationships, sales, marketing, customer service, and business processes. It enables businesses to automate workflows and improve customer engagement through cloud-based applications.
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Salesforce provides several editions to meet different business requirements:
Each edition offers different features, storage limits, and customization capabilities.
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An Object in Salesforce is similar to a database table. It stores records of a particular type of information.
There are two types of objects:
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A Record is a single row of data stored inside an object.
Example:
If Account is an object, then each customer account is a record.
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A Profile controls what a user can do within Salesforce.
It determines:
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A Role defines a user’s position within the organization hierarchy and controls record visibility through the role hierarchy.
Profiles determine what users can do, while Roles determine which records users can access.
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A Workflow Rule is an automation feature in Salesforce that performs predefined actions when specific conditions are met.
Common Workflow Actions include:
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A Validation Rule ensures that data entered by users meets business requirements before the record is saved.
It helps maintain accurate and consistent data.
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A Picklist is a field type that allows users to select one value from a predefined list of options.
It helps standardize data entry and reduces errors.
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A Lookup Relationship creates a connection between two objects.
Features include:
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A Master-Detail Relationship is a tightly coupled parent-child relationship.
Features:
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A Report is a collection of data displayed in a structured format that allows users to analyze business information.
Reports can be:
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A Dashboard is a visual representation of reports using charts, graphs, gauges, and tables.
It provides real-time insights into business performance.
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A Sharing Rule extends record access to users based on criteria or ownership.
Types include:
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AppExchange is Salesforce’s online marketplace where users can install third-party applications, components, and integrations to extend Salesforce functionality.
