12/1/2017 Salesforce Interview Questions – Pritam Shekhawat

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SALE SFOR CE About Me
INTE RVIE W
QUES TION S

Hi ,I am Pritam
Shekhawat,
Salesforce MVP. I
am working as a 3x
Certi ed Salesforce
developer as well I

SALESFORCE INTERVIEW QUESTIONS am a co-leader of

Noida Salesforce

Salesforce Interview user group. Most

important thing
Question Part- II which I like about

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12/1/2017 Salesforce Interview Questions – Pritam Shekhawat

Posted on August 23, 2015 Salesforce is giving

back. There aren’t
enough words in
the dictionary to
describe the
signi cance of
giving back.

                  

Top Popular
Posts

Salesforce
    Customize
Activity
1.Import wizard will support for which Composer -
Objects? Lightning
Experience
Answer: Only Accounts, Contacts, Leads,
Solutions and custom object’s data can be Salesforce:

imported.  If we want to import other Formula with

object’s data, then we need to go for Apex CONTAINS()

function TIPS
Data Loader. Using Import wizard, we can
upload up to 50000 records.
Salesforce
Customize
2.What is an AppExchange?
Lightning
Opportunity
Answer: AppExchange Marketplace is a
Kanban Card
website provided by salesforce.com that Layout

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12/1/2017 Salesforce Interview Questions – Pritam Shekhawat

enables organizations to select additional Customize

applications, known as apps, to add new Salesforce
features to their Salesforce CRM Lightning

application. We can Install 10 AppExchange Navigation

apps in Enterprise Edition and Unlimited Menu

AppExchange apps in Unlimited Edition.

Salesforce
Activity
3.What are the standard pro les in
Composer In
Salesforce?
Lightning
Experience
Answer: System Administrator, Standard
User, Solution Manager, Contract Manager,
Read Only, Marketing User.

4.What is a Pro le?

Archives
Answer : A Pro le is a collection of settings
Select Month
and permissions that controls the user what
they have to do in the application and with
access what they have. Pro le controls
Applications, Tabs, Objects security, Field
level security, Page layouts, Record Types, Blog Stats
General and Administration permissions,
login hours, Login IP ranges. Pro le controls 87,308 hits

object level access.

5.What are Field Data Types in Salesforce?

Answer :Auto Number, Formula, Roll-Up

Follow Blog
Summary, Lookup Relationship, Master- via Email
Detail Relationship, Checkbox, Currency,

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12/1/2017 Salesforce Interview Questions – Pritam Shekhawat

Date, Date/Time, Email, Geolocation, Enter your email

Number, Percent, Phone, Picklist, Picklist address to follow

(Multi-select), Text, Text Area, Text Area this blog and

receive
(Long), Text Area (Rich), Text (Encrypted),
noti cations of new
URL.
posts by email.

6.What are the differences between Join 2,996 other

Master-Detail & Lookup Relationships? followers

Answer : Master-Detail Relationship: If we Enter your email

delete master record then detail records are
also deleted. It creates the parent and child FOLLOW
relationship between objects.

Child records do not have Owner

eld it takes parents record’s owner
as child records’ owner.
We can have maximum 2 master Madly in love
details on an object with
We can create  Roll-Up Summary
elds on parent object.
Salesforce
We can’t change the parent object for
Madly in love w
child object once create. The only 1,274 likes

way is killing the both objects.

Parent record is mandatory for every
Like Page
child record.
Be the first of your friends to lik

Look Up Relationship:

In Look up relationship, if we delete

parent record then child records are

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12/1/2017 Salesforce Interview Questions – Pritam Shekhawat

not deleted.
We can have maximum 25 lookup on Follow me on
an object. Twitter
We can’t create Roll-Up Summary
elds on parent Object. Tweets by @pritamsfdc
We can change parent object for
Pritam Shekhawat
child object. Retweeted

Trailhead
Parent record is optional for every
@trailhead
child record. Coming soon: Reinvent your
resume with a vanity URL!
Your Trailhead profile is THE
Some Important Points to Remember : place for you to show what
you know. Create a custom
short URL to easily link back
to your profile.
1. We can track 20 elds for an object.
medium.com/trailhead/trai…
We can’t track Roll-Up Summary and
formula elds. We can’t create Roll-
Up Summary eld on User object.
2. Capacity of picklist values are 300. Trailhead is MOAR a…
NEW features — pers…
3. Lenght of Check syntax: 4000 medium.com

characters
Nov 29, 2017
4. Length of the formula: 1300
characters. Size of the formula: 5000 Pritam Shekha…
@pritamsfdc
bytes Inside the Trailblazer

5. Only 10 Roll-Up Summary elds we Community: Dreamforce

Global Gatherings -
can create per an object. We can Salesforce Blog
salesforce.com/blog/2017/11/t
create Roll-Up Summary eld on … via @Salesforce

parent object to perform operations Inside th…

on child object. salesforc…

6. Roll-Up Summary eld performs 4

types of operations on child object. Nov 29, 2017

They are 1.Count 2.Sum 3.Min 4.Max. Pritam Shekhawat

Retweeted

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12/1/2017 Salesforce Interview Questions – Pritam Shekhawat
HyTechPro
7. We can add 20 components for a @hytechpro

dashboard. #Salesforce Drift towards

#Lightning serves as a
8. We can display 1000 records on each catalyst for small and mid-
sized enterprise in a user-
visualforce page. friendly way. The Lightning
Framework serves as the
9. PageBlockSectionItem will take only essence which is capable of
2 visualforce components. supporting all Lightning
features in Salesforce.
10. Standard elds are Owner, Name,
Created By, Last Modi ed By,
Currency, Division.
11. We can’t create Look-Up or Master-
Detail Relationship on User Object..
Nov 29, 2017

7.What are the External Ids? Pritam Shekhawat

Retweeted

Salesforce Ap…
Answer : External Ids are Number, Email and @appexchange

Text (Record Id). Keep looking and #FindAppy

at appexchange.com! She's
in a finance app that offers

Marking a eld as an External ID is like insightful analytics and a 360-

degree view of the customer.
saying that this led is a primary key on
some external system and will be used to
match on for updates. So when you perform
upsert or update, you can match on this
Nov 28, 2017
external id eld.External Id is a manual
Pritam Shekhawat
record Id will be used to integrate with Retweeted

external system. Naval Sharma

@SalesforceNaval
RSVP to see DF'17 from
8.What are the Record Types in Salesforce? someone's eyes.

Answer : Record types allow you to create

different business processes, picklist values,
and page layouts to different users based on

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12/1/2017 Salesforce Interview Questions – Pritam Shekhawat

their pro les.For Account, Opportunity,

Solution and Case objects we need to create
business process before create the Report
types.

9.What is a Role?

Answer :A Role is going to control the level

of visibility of organization’s data. Mainly is
going to provide the record level security.

10.What are the OWDs?

Answer : Organization Wide Defaults in

Salesforce.com are the baseline record-level
security for the objects in an org.  OWD
sharing settings are used to de ne the
default settings for an organization. For
most objects OWD sharing settings can be
set to Private, Public Read-only or Public
Read/Write.Private, Public Read Only,
Public Read/Write, Public
Read/Write/Transfer (Cases or Leads only),
Public Full Access (Campaigns only), Control
by Parent.

11.What are the Validation Rules?

Answer:  Validation rules verify that the

data a user enters in a record meets the
standards you specify before the user can

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12/1/2017 Salesforce Interview Questions – Pritam Shekhawat

save the record. A validation rule can

contain a formula or expression that
evaluates the data in one or more elds and
returns a value of “True” or “False.”
Validation rules also include an error
message to display to the user when the rule
returns a value of “True” due to an invalid
value.Validation Rules have 3 types of
criteria. They are Error Condition, Error
Message, Error Location.

12.What is a VLOOKUP in S.F?

Answer :VLOOKUP is actually a function in

salesforce which is used to bring relevant
value to that record from another record
automatically.

13.When I want to export data into SF from

Apex Data Loader, which Option should be
enable in Pro le?

Answer :API Enabled check box in

administrative permissions of pro le.

14.What is a web – lead?

Answer :Capturing a lead from a website

and routing it into lead object in Sales Force
is called wed-lead (web to lead).

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12/1/2017 Salesforce Interview Questions – Pritam Shekhawat

15.What are the Types of Account and

difference between them?

Answer :We have two types of accounts.

Personal accounts , Business accounts

In personal accounts, person’s name will be

taken as primary considerations where as in
business accounts, there will be no person
name, but company name will be taken into
consideration.

      

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12/1/2017 Salesforce Interview Questions – Pritam Shekhawat

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12/1/2017 Salesforce Interview Questions – Pritam Shekhawat

SALESFORCE INTERVIEW QUESTIONS

Salesforce Interview
Question Part- I
Posted on August 7, 2015

1.What is Salesforce?

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12/1/2017 Salesforce Interview Questions – Pritam Shekhawat

Answer: Salesforce.com is a cloud computing

company headquartered in San Francisco, California.

It’s founded in 1999. It’s founder is Marc Benioff and

Parker Harris . It is best known for its customer

relationship management (CRM) product. Salesforce

help users handle all of their business needs like

managing marketing campaigns, analyzing

performance, and tracking spending and sales.

Salesforce works on cloud computing technology. In

Salesforce we pay only for what we use.

2.What is Force.com?

Answer: Force.com = Platform-as-a-Service (PaaS)

offering from the same company that allows you to

build your own applications and/or customize the

standard applications. Salesforce.com is a company

that offers pre-built applications under “Sales Cloud”,

“Marketing Cloud”, “Service Cloud” etc. Force.com

is a Platform as a Service (PaaS) product designed to

simplify the development and deployment of cloud-

based applications and websites.

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12/1/2017 Salesforce Interview Questions – Pritam Shekhawat

3.What is cloud computing?

Answer:Cloud computing is a general term for

anything that involves delivering hosted services over

the Internet. These services are broadly divided into

three categories: Infrastructure-as-a-Service (IaaS),

Platform-as-a-Service (PaaS) and Software-as-a-

Service (SaaS).

4.What is Profile in Salesforce?

Answer: When we create users, we assign a profile to

each user. Profiles define how users access objects

and data, and what they can do within the application.

A profile is a group/collection of settings and

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12/1/2017 Salesforce Interview Questions – Pritam Shekhawat

permissions that define what a user can do in

salesforce. A profile controls “Object permissions,

Field permissions, User permissions, Tab settings,

App settings, Apex class access, Visualforce page

access, Page layouts, Record Types, Login hours &

Login IP ranges.

Remark: In Enterprise, Performance, Unlimited, and

Developer Edition organizations, you can use
standard profiles or create custom profiles. In custom
profiles, you can edit all permissions and settings
except the user license. In Contact Manager, Group,
and Professional Edition organizations, you can
assign standard profiles to your users, but you can’t
view or edit the standard profiles and you can’t create
custom profiles. Every profile belongs to exactly one
user license type. Standard profiles are included with
Salesforce. Object-level and user permissions cannot
be changed on these profiles. Standard profiles cannot
be deleted.Custom profiles are created by an
administrator and can be fully customized. Custom
profiles can be deleted.

Standard Profiles which mostly used are:

System Administrator

Standard User

Read Only

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12/1/2017 Salesforce Interview Questions – Pritam Shekhawat

Solution Manager

Marketing User

Contract Manager

5.What is Role in Salessforce?

The user’s Role determines what data the user can

see. Roles give an organization the ability to control

access to information. Salesforce’s Role hierarchy is

structured as a tree: users can see data only for their

branch, unless otherwise shared. Salesforce offers a

user role hierarchy that you can use together with

sharing settings to determine the levels of access users

have to your organization’s data. Depending on your

organization’s sharing settings, roles can control the

level of visibility that users have into your

organization’s data. Users at any given role level can

view, edit, and report on all data owned by or shared

with users below them in the role hierarchy, unless

your organization’s sharing model for an object

specifies otherwise.

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12/1/2017 Salesforce Interview Questions – Pritam Shekhawat

Remark: Specifically, in the Organization-Wide

Defaults related list, if the Grant Access Using

Hierarchies option is disabled for a custom object,

only the record owner and users granted access by the

organization-wide defaults receive access to the

object’s records.

Roles also determine the access users get to cases,

contacts, and opportunities regardless of who owns

those records. The level of access is specified on the

Role Edit page. For example, you can set the contact

access such that users in a role can edit all contacts

associated with accounts they own, regardless of who

owns the contacts. Similarly, you can set the

opportunity access such that users in a role can edit all

opportunities associated with accounts they own,

regardless of who owns the opportunities.

6.What is Page Layout?

Answer:Use field-level security to control the access

that users have to certain fields. Additionally, use
page layouts to control the layout and organization of

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12/1/2017 Salesforce Interview Questions – Pritam Shekhawat

detail and edit pages in Salesforce a user’s

sees.Customize search layouts to change which fields
display in search results and the buttons that display
on list views. Control which fields, related lists, and
custom links users see, on detail and edit pages
only.Control which standard and custom buttons
display on detail pages and related lists.Determine
whether fields are visible, read only, or required, on
detail and edit pages only.

7.What is Sharing?

    

Answer: Make automatic exceptions to your

organization-wide sharing settings for defined sets of

users. use sharing rules to extend sharing access to

users in public groups, roles, or territories. Sharing

rules can never be stricter than your organization-

wide default settings. They simply allow greater

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12/1/2017 Salesforce Interview Questions – Pritam Shekhawat

access for particular users. Sharing enables record-

level access control for all custom objects, as well as

many standard objects (such as Account, Contact,

Opportunity and Case). Administrators first set an

object’s organization-wide default sharing access

level, and then grant additional access based on

record ownership, the role hierarchy, sharing rules,

and manual sharing. Developers can then use Apex

managed sharing to grant additional access pro-

grammatically with Apex.

Types of Sharing

Salesforce has the following types of sharing:

Force.com Managed Sharing :Force.com managed

sharing involves sharing access granted by Force.com

based on record ownership, the role hierarchy, and

sharing rules:

Record Ownership:Each record is owned by a user

or optionally a queue for custom objects, cases and

leads. The record owner is automatically granted Full

Access, allowing them to view, edit, transfer, share,

and delete the record.

Role Hierarchy: The role hierarchy enables users

above another user in the hierarchy to have the same

level of access to records owned by or shared with

users below. Consequently, users above a record

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12/1/2017 Salesforce Interview Questions – Pritam Shekhawat

owner in the role hierarchy are also implicitly granted

Full Access to the record, though this behavior can be

disabled for specific custom objects. The role

hierarchy is not maintained with sharing records.

Instead, role hierarchy access is derived at run time.

Sharing Rules: Sharing rules are used by

administrators to automatically grant users within a

given group or role access to records owned by a

specific group of users. Sharing rules cannot be added

to a package and cannot be used to support sharing

logic for apps installed from Force.com App

Exchange. Sharing rules can be based on record

ownership or other criteria. You can’t use Apex to

create criteria-based sharing rules. Also, criteria-

based sharing cannot be tested using Apex.

Manual Sharing: User managed sharing allows the

record owner or any user with Full Access to a record

to share the record with a user or group of users. This

is generally done by an end-user, for a single record.

Only the record owner and users above the owner in

the role hierarchy are granted Full Access to the

record. It is not possible to grant other users Full

Access. Users with the “Modify All” object-level

permission for the given object or the “Modify All

Data” permission can also manually share a record.

User managed sharing is removed when the record

owner changes or when the access granted in the

sharing does not grant additional access beyond the

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12/1/2017 Salesforce Interview Questions – Pritam Shekhawat

object’s organization-wide sharing default access

level.

You can control who sees whom in the

organization, including internal and
external users, if your organization has
User Sharing enabled. Manual sharing and
sharing sets provide additional access
beyond the organization-wide defaults and
sharing rules. External users, such as high-
volume portal or community users (HVPU),
don’t have roles and can’t be used in sharing
rules.

Apex Managed Sharing: Apex managed sharing

provides developers with the ability to support an

application’s particular sharing requirements pro-

grammatically through Apex or the SOAP API. This

type of sharing is similar to Force.com managed

sharing. Only users with “Modify All Data”

permission can add or change Apex managed sharing

on a record. Apex managed sharing is maintained

across record owner changes.

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12/1/2017 Salesforce Interview Questions – Pritam Shekhawat

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