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salesforce basic interview questions
1. What is App in Sales force?

Answer:- An app is a group of tabs that work as a unit to provide functionality. Users can switch between apps using the Force.com app drop-down menu at the top-right corner of every page. You can customize existing apps to match the way you work, or build new apps by grouping standard and custom tabs. Navigation to create app in Sales force: Setup ->Build ->Create->App-> Click on new and create your application according to your requirements.

2. What is object in Sales force?

Answer:- Custom objects are database tables that allow you to store data specific to your organization in salesforce.com. You can use custom objects to extend salesforce.com functionality or to build new application functionality. Once you have created a custom object, you can create a custom tab, custom related lists, reports, and dashboards for users to interact with the custom object data. You can also access custom object data through the Force.com API. Navigation to create object in sales force: Setup->Build->Create->Object-> Click on new object and create object according to your requirement.

3. How many relationships included in SFDC & What are they?

Answer:- We are having five types of relationships, they are Lookup Relationship Master-Detail ,Hirearchy ,External and Many-to-Many Relationship

4. What is a “Lookup Relationship”?

Answer:- This type of relationship links two objects together, Up to 25 allowed for object Parent is not a required field. No impact on a security and access. No impact on deletion. Can be multiple layers deep. Lookup field is not required.

5. What is “Master-Detail Relationship”?

Answer:- Master Detail relationship is the Parent child relationship. In which Master represents Parent and detail represents Child. If Parent is deleted then Child also gets deleted. Rollup summary fields can only be created on Master records which will calculate the SUM, AVG, MIN of the Child records. Up to 2 allowed to object. Parent field on child is required. Access to parent determines access to children. Deleting parent automatically deletes child. A child of one master detail relationship cannot be the parent of another. Lookup field on page layout is required.

6. How can I create Many – to – Many relationship?

    Answer:- Lookup and Master detail relationships are one to many relationships. We can create many – to – Many relationship by using junction object. Junction object is a custom object with two master detail relationships.

7. A custom object contains some records, now my requirement is to create field in this object with master detail relationship. Can we create master detail relationship in this case?

    Answer:- No, directly we cannot create master details relationship if custom object contains existing records. Following are the steps to create to create master-detail relationship when records are available in custom object.
    1. First create field with lookup relationship.
    2. And then associate look field with parent record for every record
    3. Next change the data type of the field from look up to Master detail.

8. List examples of custom field types?

    Answer:- Text, Pick list, Pick list (multi select), Date, Email, Date/Time, Date, Currency, Checkbox, Number, Percent, Phone, URL, Text Area, Geolocation, lookup relationship, master detail relationship etc…..

9. What is TAB in Salesforce?

    Answer:- Tab is a user interface component to user creates to display custom object data.
    There are three type of tabs.
    Custom Tabs
    Visual force Tabs
    Web Tabs

10. Does user can create insert their own custom logo, while creating their own custom applications?

    Answer:- Yes user can upload their custom logo in documents and then they choose that logo for organization.

11. List things that can be customized on page layouts?

    Answer:- We can customize different things on page layout like, Fields, Buttons, Custom Links and Related Lists. We can also create sections.

12. What is a “Self Relationship”?

    Answer:- Self Relationship is a lookup relationship to the same object. Suppose let’s take an object “Merchandise”. Here we can create relationship in between the Account to Account (same object) object. That is called “Self Relationship”.

13. What are the main things need to consider in the “Master-Detail Relationship”?

    Answer:- Record level access is determined by the parent, Mandatory on child for reference of parent, cascade delete (if you delete the parent, it can cascade delete the child).

14. What is difference between trigger and workflow?

    Workflow Workflow is automated process that fired an action based on Evaluation criteria and rule criteria.
    We can access a workflow across the object.
    We cannot perform DML operation on workflow
    We cannot query from database
    Trigger Trigger is a piece of code that executes before or after a record is inserted or updated.
    We can access the trigger across the object and related to that objects
    We can use 20 DML operations in one trigger.
    We can use 20 SOQL’s from data base in one trigger.

15. What is Wrapper class?

    Answer:-A Wrapper class is a class whose instances are collection of other objects. It is used to display different objects on a Visual Force page in same table.

16. What is Difference between SOQL and SOSL?

    SOQL(Salesforce Object Query Language) Using SOQL we can Search only on one object at a time.
    We can query on all fields of any datatype
    We can use SOQL in Triggers and classes.
    We can perform DML operation on query results.
    SOSL(Salesforce object Search Language)
    Using SOSL we can search on many objects at a time.
    We can query only on fields whose data type is text,phone and Email.
    We can use in calsses but not in Triggers.
    We cannot perform DML operation on search result

17. What is difference insert() and database .insert() ?

    Answer:-Using insert method we can insert the records but if any error occurs in any record system will throw an error insertion fail and none of the records are inserted. If we want to execute partially success of bulk insert operation we will use database .insert.

18. What is Static Resources?

    Answer:-Using Static Resources we can upload images, zip files, jar files, java script and CSS files that can be referred in a visual force page. The maximum size of Static Resources for an organization is 250mB.

19. How to call java script using Static Resource in Visual Force page?

    Answer:-Add java script file in Static Resource setup -> develop -> Static Resources -> click on ‘New’ -> Name: filename and add file from local desktop and save. We can use that file as follows in Visual Force page

20. What is sharing rule?

    Answer:-If we want to give the access to other users we use sharing rules.

21. How many ways we can share a record?

    Role Hierarchy:

    If we add a user to a role, the user is above in the role hierarchy will have read access. Setup -> manage users -> roles -> setup roles -> click on ‘add role’ -> provide name and save.


    Defines the base line setting for the organization. Defines the level of access to the user can see the other user’s record OWD can be Private, Public Read Only, Public Read and Write. Setup -> Security Controls -> sharing settings -> Click on ‘Edit’

    Manual Sharing:

    Manual Sharing is sharing a single record to single user or group of users. We can see this button detail page of the record and this is visible only when OWD setting is private. Criteria Based Sharing rules: If we want to share records based on condition like share records to group of users Whose criteria are country is India. Setup -> security controls -> sharing settings -> select the object and provide name and Conditions and save

    Apex sharing:

    Share object is available for every object(For Account object share object is AccountShare ). If we want to share the records using apex we have to create a record to the share object.

22. What are the actions in workflow?

    1. Email Alert
    2. Task
    3. Field Update
    4. Outbound Message
    Go through the below link for the more information about workflow actions http://www.salesforcetutorial.com/salesforce-workflow-automation-workflow-management/

23. How many ways we can made field is required?

    1. While creation of field
    2. Validation rules
    3. Page Layout level

24. What is difference between Role and Profile?

    Role is Record level access and it is not mandatory for all users. Profile is object level and field level access and it is mandatory for all users.

25. What is the maximum size of the PDF generated on visualforce attribute renderAs?

    Answer:- 15MB

26. How many controllers can be used in a visual force page?

    Answer:- Salesforce come under SAAS so, we can use one controller and as many extension controllers.

27. What is difference between Action support and Action function?

    Answer:- Action function: Invoke the controller method from java script using AJAX and we can use action function from different places on visual force page. Action support: Invoke the controller method using AJAX when even occurs on page like onMouseOver, onClick, ect… and we can use action support for particular single apex component.

28. How many ways we can call the Apex class?

    1. Visual force page
    2. Web Service
    3. Triggers
    4. Email services

29. How to create Master Details relationship between existing records?

    Answer:- Directly we can’t create Master Detail relationship between existing records, first we have to create Lookup relationship and provide valid lookup fields and it shouldn’t null.

30. What is permission set?

    Answer:- Permission sets extend user’s functional access without changing user’s profile. Ex: A user has only read access through profile on custom object, administrator want to give access Edit and create operations to him without changing the profile. Administrator creates the permission set having edit and creates operation on custom object and assign to that user.

31. What is manual sharing?

    Answer:- Manual sharing is to share a record to a particular user manually. Go to detail page of record and click on manual sharing button and assign that record to other user with Read or Read/Write access. Manual Sharing button enables only when OWD is private to that object.

32. How we can change the Grant access using role hierarchy for standard objects?

    Answer:- Not possible.

33. What is the use of “Transfer Record” in profile?

    Answer:- If user have only Read access on particular record but he wants to change the owner name of that record, then in profile level Transfer Record enables he can able to change the owner.

34. What is Field dependency?

    Answer:- According to the field selection on one field filter the pick list values on other field.

35. Is check box performs like controlling field?

    Answer:- Yes possible. Controlling field should be Check box or pick list.

36. How many field dependencies we can use in Visual Force page?

    Answer:- Maximum we can use 10 field dependencies in VF page.

37. What is Roll-up summary?

    Answer:- Roll-up displays the count of child records and calculate the sum, min and max of fields of the child records.

38. How to create Roll-up summary field on lookup relation?

    Answer:- Not possible. Roll-up summary is enabled for only Master –Detail relationship.

39. What are the Record Types?

    Answer:- Record Types are restrict the pick list values and assign to the different page layouts for different Record Types.

40. What is Audit Trail?

    Answer:- Audit Trail provides the information or track all the recent setup changes that an administrator done to the organization. This can store the last 6 months data.

41. What are the Report Types?

    4 Types of report in Salesforce
    Tabular Reports: We can only displays the grand total in the table form.
    Summary Reports: It is a detail form of report in which the grouping done based on Columns.
    Matrix Reports: It is a detail form of report in which the grouping done based on both Rows and Columns.
    Joined Reports: We can join the two or more reports in the single report displayed in the form of blocks.

42. What is Dashboard?

    Answer:- Dashboard is a pictorial representation of report. We can add up to 20 reports in single dashboard.

43. What is the relationship between Contact and Account objects in salesforce?

    Answer:- In Salesforce, Contacts is having a look up relationship with Accounts i.e., Simple relationship

44. What are different Organization Wide Defaults? Explain each of them?

    Answer:- Below are the different OWD values Private
    If the OWD for an object is set to private, then only the owner, and users above that role in role hierarchy, can view, edit and report on those records
    Public Read Only
    If the OWD for an object is set to Public Read Only, then all users can view and report on records but they cannot edit them. Only the record owner and the users above that role in the role hierarchy can edit the records
    Public Read/Write
    If the OWD for an object is set to Public Read/Write, then all users can view, edit and report on all records. But only owner of the record can delete the records.
    Public Read/Write/Trfer
    This is available only for Case and Lead objects If the OWD for an object is set to Public Read/Write/Trfer then, all users can view, edit, trfer and report on all the records but only owner of the record can delete the records
    Public Full Access
    This is available only for Campaign object. If the OWD for Campaigns are set Public Full Access then, all users can view, edit, delete and report on all records. No Access, View Only or Use
    This is available only for Price Book object. If the OWD for Price Book is set Use then, all users can access the Price Book information and as well as using the Price Book configuration for Opportunities with Products. If the OWD for Price Book is set View Only then, all users can access the Price Book information but not to use that Price Book detail in Opportunities with Products If the OWD for Price Book is set No Access then, it restricts users from accessing information for Price Book and Prices. Controlled By Parent
    If the OWD for any object is set as Controlled By Parent, then user can perform an action on the record based on whether they can do the same on the parent record associated with it

45. Is it mandatory to select User License while creating permission sets? If not, what is the significance of selecting a User License?

    Answer:- It is not mandatory to select a User License while creating a permission sets. If users with one type of license will use this permission set, then choose the same license that’s associate with them. If you are planning to assign this permission set to multiple users with different licenses then, choose none.

46. Can we create a new profile without cloning an existing profiles?

    Answer:- No, we have to clone any one of the existing profiles to create a new profile

47. Please explain the use of Grant Access Using Hierarchies?

    Answer:- In Sharing settings, OWD settings, we have a check box Grant Access Using Hierarchies (for both standard and custom objects). If this check box is checked then it will give automatic access to the user’s data to other users in higher role of salesforce CRM Role Hierarchy. If this check box is not checked then, only record owner and users granted access by OWD can gain the access.

49. What is the batch size limit (increment size for batch) in Data Loader?

    Answer:- Data Loader batch size limit is maximum of 200 per increment and if we selected Use Bulk API then maximum value is 10000

50. What is the difference between Export and Export All in the context of Data Loader?

    Answer:- Export enables user to export all the records for a particular object excluding the records in the recycle bin or soft deleted records. Export All enables user to export all the records for a particular object including the records in the recycle bin or soft deleted records.