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9+ Salesforce Interview Questions and Answers



9+ Salesforce Interview Questions and Answers

9+ Salesforce Interview Questions and Answers

Salesforce is the leading CRM service provider. In the cloud CRM space, they have a 40% market share and lead the overall CRM space with a market share of 19.8%. salesforce has continued to grow in various industries so the demand for professionals is on the rise. So when one preparing for the world’s leading customer relationship software, it can be a nerve-wracking experience for you.

Salesforce Interview Questions and Answers

Here we will be discussing 17+ Salesforce Interview questions and answers to help you out all the professionals preparing for the salesforce career.

1. What is salesforce?

Salesforce is a cloud-based CRM ( Customer Relationship Management ) platform that offers businesses to manage their sales, marketing, and customer service. Salesforce has all the features and tools that a business requires. Automated tasks, collaboration among teams, and many other processes can be streamlined with the help of Salesforce.

2. What is a salesforce object?

The salesforce object is a database table. It stores specific data. The data they store is standard objects such as accounts, contacts, opportunities, and cases. These objects are designed to fulfill business requirements which allow the organizations to extend the functionality of salesforce.

3. What does a custom object allow the user to do?

Once the custom object is established, a user is allowed to,

  • Store specific data as per the organization’s requirement.
  • Create custom fields to add various information.
  • Design a user-friendly interface.
  • Automated workflow.

4. What is self-relationship in Salesforce?

When you create a lookup record for the object, it means that you have created the relationship between them. It is called self-relationship in Salesforce terminology. Here each record in the object is related to the other record within the same object. It represents the hierarchical structures.

5. What can be the reason for data loss in Salesforce?

Data deletion by mistake, data import error, programming mistakes, bugs in the system, Bulk data operation, API or any code error, etc can cause data loss in salesforce. To prevent the same, one should take regular backups, access controls, or utilize sandbox environments, etc.

6. Difference Between a Role and a Profile.

A role defines the user’s position in the hierarchy. It shows their level of access to the database.

A profile controls the permissions and settings a user has within the salesforce organization.

7. Difference between workflow and process builder.

Workflow and process builder, both are automation tools. Workflow makes you automate simple tasks such as sending email notifications. While on the other hand process builder handles complex automation tasks such as triggers, actions, and much more.

8. Difference between and is the cloud-based customer relationship management software provided by Salesforce. is the platform as a service which is called PaaS, provided by Salesforce.

9. What is Apex in Salesforce?

Apex is the programming language. It is widely used in Salesforce to create custom applications and extend the functionality of the platform. It is similar to Java.

10. What are permission sets?

Permission sets grant additional permissions and access rights to users without changing their profiles.

11. What are validation rules?

Validation rules are used to make specific data quality requirements before a record is saved in Salesforce. With the help of validation rules, organizations can maintain accurate and consistent data by checking user input against predefined criteria.

12.  What is the use of Salesforce Lightning?

Salesforce Lightening is a modern user interface. It is specially designed to enhance the user experience. With its improved and responsive interface users can easily navigate through their data.

13. What is a Sandbox in Salesforce?

Sandbox is a copy of the salesforce organization. It is mostly used for testing and development purposes. With the sandbox, developers can experiment with configurations, integrations, and customizations without even affecting the ongoing production environment.

There are many more salesforce interview questions and answers there that you should prepare for. However, these were the most commonly asked questions.


Facing a salesforce interview can be tough but with the right preparations and a clear concept of the platform and its features, you can answer all the questions very easily. Here we have covered 9+ commonly asked salesforce interview questions and answers. A solid grasp of Salesforce’s features, objects, relationships, and customization options can set you apart as a promising candidate ready to contribute to any organization’s success in utilizing this powerful CRM platform.

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