1. What is Salesforce?
Salesforce is a cloud-based Customer Relationship Management (CRM) platform that helps businesses manage relationships with customers and streamline business processes.
2. What are the main features of Salesforce?
Key features include Sales Cloud, Service Cloud, Marketing Cloud, Chatter, Communities, Analytics, and more.
3. What is a Salesforce Admin?
A Salesforce Admin is responsible for managing and configuring the Salesforce platform, ensuring it meets business needs, and supporting users.
4. What are objects in Salesforce?
Objects are tables in Salesforce where data is stored. There are two types: Standard Objects (e.g., Accounts, Contacts) and Custom Objects.
5. What is the difference between Standard Objects and Custom Objects?
Standard Objects are predefined by Salesforce, while Custom Objects are created by users to store data specific to their business.
6. What are Record Types in Salesforce?
Record Types allow you to define different business processes, picklist values, and page layouts for different users based on the type of record.
7. What is a Profile in Salesforce?
Profiles determine what users can see and do in Salesforce. They control permissions, access to objects, fields, tabs, and apps.
8. What are Roles in Salesforce?
Roles control the level of visibility users have over other users’ records. They are part of the Salesforce sharing model.
9. What is a Permission Set?
A Permission Set extends a user’s functional access without changing their profile. It allows for more specific, user-level permissions.
10. What is a Workflow Rule?
Workflow rules automate standard internal procedures by triggering actions (like email alerts, field updates, tasks) when certain criteria are met.
11. What is Process Builder?
Process Builder is an automation tool that allows you to create processes based on criteria to automate tasks like record updates, email alerts, and more.
12. What is the difference between Workflow and Process Builder?
Process Builder is more advanced than Workflow. It can handle multiple actions, supports more complex logic, and allows for creating records, which Workflow doesn’t.
13. What is a Validation Rule?
A Validation Rule checks that data entered in a record meets specified criteria before the user can save the record.
14. What is a Lookup Relationship?
A Lookup Relationship creates a loose link between two objects, allowing records in one object to be linked to records in another.
15. What is a Master-Detail Relationship?
A Master-Detail Relationship creates a tightly linked relationship between two objects. The detail record inherits the sharing and security of the master record.
16. What is a Junction Object?
A Junction Object is a custom object used to create a many-to-many relationship between two objects.
17. What are the different types of Reports in Salesforce?
Report types include Tabular, Summary, Matrix, and Joined Reports.
18. What is a Tabular Report?
A Tabular Report is a simple list of records that does not group the data in any way.
19. What is a Summary Report?
A Summary Report allows you to group data and show subtotals, making it useful for reports like sales by region.
20. What is a Matrix Report?
A Matrix Report allows you to group data by both rows and columns, giving a more detailed view of the data.
21. What is a Dashboard?
A Dashboard is a visual representation of data from reports. It shows key metrics and performance indicators.
22. What are Sharing Rules?
Sharing Rules open up record access beyond what a role hierarchy allows, granting broader access to records for specific groups.
23. What is the difference between Profiles and Permission Sets?
Profiles define what a user can do across the platform, while Permission Sets extend or restrict those permissions for individual users.
24. What is Field Level Security?
Field Level Security controls the visibility of specific fields in a record, determining who can view or edit them.
25. What is a Sandbox?
A Sandbox is a copy of your production environment used for testing, development, or training purposes.
26. What are the different types of Sandboxes?
There are Developer Sandbox, Developer Pro Sandbox, Partial Copy Sandbox, and Full Sandbox.
27. What is Change Set?
A Change Set is a way to deploy customizations from one Salesforce environment to another (e.g., from Sandbox to Production).
28. What are Queues in Salesforce?
Queues hold records that need to be worked on by specific groups of users, like leads or cases, and users in the queue can take ownership of them.
29. What is a Public Group?
A Public Group is a collection of users, roles, and other groups that can be used for sharing rules or mass actions like adding members to a list.
30. What is Data Loader?
Data Loader is a client application used to import, export, update, or delete Salesforce records in bulk.
31. What is the difference between Data Loader and Import Wizard?
Data Loader is used for large data sets and more complex operations, while the Import Wizard is a simpler tool for smaller imports with less flexibility.
32. What is the Recycle Bin in Salesforce?
The Recycle Bin stores deleted records for 15 days before they are permanently deleted.
33. What is the AppExchange?
AppExchange is Salesforce’s marketplace for third-party apps, components, and consulting services that extend Salesforce functionality.
34. What is the use of Chatter in Salesforce?
Chatter is an enterprise collaboration tool in Salesforce that allows users to share information, updates, and files in real-time.
35. What is Global Search in Salesforce?
Global Search allows users to search for records, files, and other data across Salesforce objects.
36. What is a Role Hierarchy?
Role Hierarchy ensures that higher-level roles in the hierarchy can see the records owned by their subordinates.
37. What is a Formula Field?
A Formula Field automatically calculates a value based on other fields in the record. It’s read-only and updates in real time.
38. What is a Roll-Up Summary Field?
A Roll-Up Summary Field calculates values (like SUM, MIN, MAX) from related child records in a master-detail relationship.
39. What is the difference between Profiles and Roles?
Profiles control what a user can do (permissions), while Roles control what records a user can see (data access).
40. What is a Custom Tab?
A Custom Tab displays custom object data, Visualforce pages, or web tabs in Salesforce.
41. What is List View?
A List View allows users to filter and view records based on specific criteria.
42. What is an Approval Process?
An Approval Process automates the routing of records for approval, with steps defining the actions to take at each stage.
43. What is Lightning Experience?
Lightning Experience is Salesforce’s modern user interface, offering enhanced features, performance, and functionality compared to Classic.
44. What is the difference between Salesforce Classic and Lightning?
Salesforce Classic is the older interface, while Lightning offers a more modern experience with enhanced tools and better user customization.
45. What is a Page Layout in Salesforce?
A Page Layout controls the arrangement of fields, buttons, related lists, and other elements on a record detail page.
46. What is a Custom Setting?
Custom Settings allow developers to create and manage custom data sets that can be accessed by formulas, validation rules, and apex code.
47. What are Activities in Salesforce?
Activities include Tasks and Events, which help users track to-dos and meetings related to Salesforce records.
48. What is the use of Reports and Dashboards in Salesforce?
Reports help analyze data, and Dashboards present key performance indicators visually to help monitor business performance.
49. What is an External ID in Salesforce?
An External ID is a custom field that acts as a unique identifier for records and is often used during data import or integration.
50. What is a Campaign in Salesforce?
A Campaign is used in Salesforce to track marketing efforts and manage potential leads generated from those efforts.