SF Learners Hub

MASTER SALESFORCE, CONQUER YOUR GOALS

Top 20 Salesforce Interview Questions

Share This Post

Question 1: write a trigger whenever the account owner changes its related contact owner should be changed.

trigger UpdateContactOwnerOnAccountOwnerChange on Account (after update) {
    // Create a list to hold the updated Accounts
    List<Account> updatedAccounts = new List<Account>();

    // Iterate through the Trigger.new list to find updated Accounts
    for (Account updatedAccount : Trigger.new) {
        // Check if the owner of the Account has been changed
        if (Trigger.oldMap.get(updatedAccount.Id).OwnerId != updatedAccount.OwnerId) {
            // Add the updated Account to the list for later processing
            updatedAccounts.add(updatedAccount);
        }
    }

    // Call the handler class method to update related Contacts
    if (!updatedAccounts.isEmpty()) {
        ContactOwnerUpdater.updateContactOwners(updatedAccounts);
    }
}
public class ContactOwnerUpdater {
    public static void updateContactOwners(List<Account> updatedAccounts) {
        // Create a list to hold the related Contacts to update
        List<Contact> contactsToUpdate = new List<Contact>();

        // Create a set to hold the Account Ids whose owners have changed
        Set<Id> accountIdsToUpdate = new Set<Id>();

        // Iterate through the updated Accounts
        for (Account acc : updatedAccounts) {
            accountIdsToUpdate.add(acc.Id);
        }

        // Query for Contacts related to the updated Accounts
        List<Contact> relatedContacts = [SELECT Id, OwnerId FROM Contact WHERE AccountId IN :accountIdsToUpdate];

        // Iterate through the related Contacts and update their owners
        for (Contact con : relatedContacts) {
            // Update the Contact owner to match the new Account owner
            con.OwnerId = Trigger.newMap.get(con.AccountId).OwnerId;
            contactsToUpdate.add(con);
        }

        // Perform the bulk update of Contact records
        if (!contactsToUpdate.isEmpty()) {
            update contactsToUpdate;
        }
    }
}

Question 2: What is the Difference between Profiles and Roles?

ProfilesRoles
Determine what users can do within the application.Define the hierarchical structure of the organization.
Control access to objects, fields, and features in Salesforce.Define data visibility and access levels based on the role hierarchy.
Associated directly with individual users.Applied to groups of users based on their position or role within the organization.
Typically managed by Salesforce administrators.Managed by Salesforce administrators and may require periodic updates as organizational roles change.
Provide granular control over user access and functionality.Impact data visibility and access across the organization.
Sales User, Marketing Manager, System Administrator.Sales Representative, Sales Manager, Executive.

Question 3: How Many Types of Relationship in Salesforce?

Answer 3: There are three main types of relationships in Salesforce:

  • Lookup Relationship
  • Master-Detail Relationship
  • Many-to-Many Relationship (through Junction Objects)

Question 4: How Many types of Flows are in Salesforce?

Answer 4: There are 6 types of flows in Salesforce:

  • Autolaunched Flows
  • Screen Flows
  • Record Triggered Flows
  • Scheduled Flows
  • Platform Event Triggered Flows
  • Record triggered Orchestration Flow

Question 5: What is the difference between Record Triggerd Flows and Triggers?

Record-Triggered FlowsTriggers
Declarative automation tool in Salesforce.Programmatic automation tool.
Flow Builder provides a visual interface for configuration.Written in Apex code.
Executes in the Salesforce cloud.Executes in the Salesforce cloud or on-premises servers.
Can be more granular and targeted to specific objects and fields.Can be written to handle complex logic and multiple objects.
Generally easier to maintain and update.Requires developer expertise for maintenance and updates.
Offers built-in error handling and fault tolerance.Error handling needs to be explicitly programmed.
Provides debugging tools within Flow Builder.Requires debugging using Apex logs and debug statements.
May consume more system resources due to platform processing.Can be optimized for resource usage by experienced developers.
Suitable for simpler automation scenarios.Can handle complex logic and intricate business processes.

Question 6: What is the Difference Between Workflows and Process Builder?

WorkflowsProcess Builder
Basic automation tool in Salesforce.More advanced automation tool.
Uses a simple interface with limited options.Provides a more intuitive and user-friendly interface with more capabilities.
Limited to basic actions like field updates, email alerts, and outbound messages.Supports a wide range of actions including creating, updating, deleting records, launching flows, and posting to Chatter.
Supports simple criteria based on record changes.Supports complex criteria with multiple conditions and related object fields.
Can trigger time-dependent actions.Can’t trigger time-dependent actions directly, but can initiate scheduled actions through flows or Apex.
Cannot perform cross-object field updates.Supports cross-object field updates without writing code.
Limited debugging options.Provides more robust debugging and testing capabilities.
Less flexible in handling complex scenarios.More flexible in handling complex automation requirements.

Question 7: How to Invoke Flows or Process Builder in Apex?

Answer 7: Flows and Process Builder can be invoked in Apex using the

System.Flow.Interview class.

Question 8: Explain the Whole Process of Sales Cloud.

Answer 8: Sales Cloud is Salesforce’s CRM platform focused on managing sales processes, leads, opportunities, and customer interactions. The process typically involves lead generation, lead qualification, opportunity management, forecasting, and closing deals.

Question 9: Explain the whole process of the Non-Profit Cloud.

Answer 9: Non-Profit Cloud is Salesforce’s solution tailored for non-profit organizations to manage donors, volunteers, programs, and fundraising efforts. The process involves donor management, fundraising campaigns, volunteer engagement, and program tracking.

Question 10: What are the different Security Models available in Salesforce?

Answer 10: There are main security models in Salesforce:

  • Organization-Wide Defaults
  • Role Hierarchy
  • Sharing Rules
  • Profiles
  • Permission Set

Question 11: What is the use of External IDs in Salesforce?

Answer 11: External IDs are custom fields that uniquely identify records in Salesforce and can be used for data integration, data import, and upsert operations.

Question 12: What are the different types of trigger events?

Answer 12: There are two types of trigger events in Salesforce:

  • Before Triggers
  • After Triggers

Question 13: What is the difference between freezing a user or Deactivating a user?

Freezing a UserDeactivating a User
Temporarily suspends access to Salesforce.Permanently disables access to Salesforce.
Login credentials remain intact but are disabled.Login credentials are removed.
Permanent action; the user cannot regain access without reactivation.Permanent action; user cannot regain access without reactivation.
Record ownership and visibility remain unchanged.Record ownership and visibility remain unchanged.
Data associated with the user remains unaffected.Data associated with the user remains intact.
Temporary action; the user can be unfrozen to regain access.Used when a user no longer needs access to Salesforce, such as when leaving the company.

Question 14: What are the auto-response rules in Salesforce?

Answer 14: Auto-response rules in Salesforce are a way to automatically send email responses to leads or cases based on predefined criteria. These rules are typically used to acknowledge customer inquiries or to provide immediate responses.

Question 15: What is the roll-up summary field in Salesforce?

Answer 15: A roll-up summary field in Salesforce is a custom field on a master record that aggregates values from related detail records. It allows you to perform calculations on child records and display the result on the parent record.

Question 16: What is the difference between custom metadata type and custom settings?

Custom Metadata TypeCustom Settings
Metadata, stored in metadata APIData, stored in the application cache
Org-wide or Public Read/WriteOrg-wide, Public Read/Write, or Protected
Deployed via Metadata APIIncluded in change sets or packages
Configuration settings, flexible schemaConfiguration or application settings
Viewed as metadata, customizable visibilityViewed as data, based on access settings

Question 17: What are auth providers, external services, & named credentials?

Auth ProvidersExternal ServicesNamed Credentials
Authenticate users and grant accessConnect to external web servicesStore and manage authentication credentials
Setup in Salesforce under Auth. ProvidersSetup in Salesforce under External ServicesSetup in Salesforce under Named Credentials
Single Sign-On, external system integrationCall and interact with external REST servicesProvide secure authentication for integrations
OAuth, SAML, OpenID ConnectOAuth, API Key, Username-PasswordUsername-Password, OAuth, API Key

Question 18: What is the external data source?

Answer 18: An external data source in Salesforce is a way to integrate and access data stored outside of Salesforce, typically in an external system or database.

Question 19: what is the junction object?

Answer 19: A junction object in Salesforce is a custom object with two master-detail relationships, often used to model a many-to-many relationship between two objects. It serves as a linking or bridging table between the two objects. For example, if you have objects for “Students” and “Classes,” a junction object named “Enrollment” could connect students to classes.

Question 20: What is the difference between profiles & Permission Sets?

ProfilesPermission Sets
Assigned to users, controls overall accessAssigned to users, provides additional access
Hierarchical, inherited by all lower rolesNot hierarchical, assigned individually
Controls CRUD, FLS, and object permissionsGrants additional permissions beyond profiles
Limited flexibility, one profile per userMore flexible, multiple permission sets per user
Included in profiles, part of metadataIncluded in change sets or packages

Leave a Reply

Your email address will not be published. Required fields are marked *

Subscribe To Our Newsletter

Get updates and learn from the best

More To Explore

Extract Valuable Data with Salesforce OCR

Revolutionize the way you handle and utilize your documents with OCR in Salesforce. Optical Character Recognition will enhance your data management and streamline business processes.