Salesforce_Interview_Questions_and_Answers
Salesforce_Interview_Questions_and_Answers
Salesforce is a cloud-based CRM platform that helps businesses manage customer relationships,
sales, and service. Benefits include customization, scalability, integration, and automation.
Essentials, Professional, Enterprise, Unlimited - Each offers different features and limits based on
business needs.
3. What is a CRM?
Customer Relationship Management (CRM) is a system that manages a company's interactions with
Salesforce.com is the CRM product; Force.com is a platform for building custom apps.
Standard objects are pre-built (e.g., Account, Contact); custom objects are user-defined.
Fields store individual pieces of data within records (e.g., Name, Email).
A custom object used to create many-to-many relationships, typically with two master-detail fields.
Lookup is a loose link; Master-detail is a strong link where child records depend on the parent.
A visual tool in Salesforce to view and create objects, fields, and relationships.
Used on master records to summarize values (SUM, COUNT, MIN, MAX) from related detail
records.
Role controls record visibility; Profile controls object-level access and permissions.
An add-on to a user's Profile, used to give extra access without changing their profile.
Baseline record-level access for users. Options: Public Read/Write, Read-Only, Private.
Used to enforce data quality by preventing record save unless conditions are met.
An automation tool for actions like email alerts, field updates, or tasks based on conditions.
An advanced automation tool that provides multiple if/else conditions and actions.
A powerful automation tool that can collect inputs, loop, make decisions, and call Apex.
Workflow: Simple actions; Process Builder: More control; Flow: Full logic, inputs, and screens.
A web-based tool for importing data into Salesforce. Easy but limited in capabilities.
A desktop tool for bulk data import/export, update, and delete operations.
A Profile defines a user's permissions, including access to objects, fields, tabs, and features.
Object permissions, field permissions, tab visibility, app access, record types, login hours, and IP
ranges.
Profile controls what a user can do; Role controls what records a user can see.
No. Only one profile per user, but they can have multiple Permission Sets.
Profiles are mandatory; permission sets are optional and grant extra permissions.
A profile created by admins to meet specific business needs with custom permissions.
34. Can you clone a Profile in Salesforce?