1.

What are the features of Salesforce

Contact management

 It provides easier contact management by giving access to critical data of the customers
and interaction history.
 It gives complete customer details including insights and engage-enhancement
strategies. Social data of the customers can be used for a deeper understanding of their
particular behavior regarding any product or service.

Opportunity management

 Salesforce provides an opportunity to view the activity timeline of your customers. It

represents different stages of a particular deal which helps you to decide your next
move.
 You can see critical details of the activity timeline in addition to the business
competitors. The readymade templates ensure hassle-free emailing to the clients.

Quote management

 Quote management of the products will have tracking of the products, which are part of
your deal and it includes the standard price, product code, quantity, and quoted price.
Also, you can establish quantity along with revenue schedule and it reflects the delivery
terms and payment.
 Salesforce CRM app is having a built-in quoting mechanism that automatically quotes
client data. It also creates an approved template PDF and sends it directly to the
customer as an email.

Lead management

 Lead management is featured with an affluent activity timeline. It provides an access to

up-to-date contacts on the timeline. Also, it makes use of the sales paths to understand
the related documents.
 CRM app functions as a fast lead converter machine, which informs you about the
original source of the leads. Automatic emailing boosts your revenue-generating
mechanism.

Sales data

 Using Salesforce CRM you can get the right sales data at the right time. It provides a
faster connection with key decision-makers.
 You can easily plan territories. It can be used for increasing sales and marketing
productivity with the latest and most accurate data.

Mobility

 The Salesforce mobile app turns your mobile device into a portable sales office by
allowing the users to access CRM data at any time and from anywhere.
 You can log calls, work opportunities, check dashboards, respond to hot leads, etc.

Workflow and approvals

 It allows to use of visual workflow to rapidly design and automate any of the business
processes with drag and drop simplicity. And you can successfully manage flexible
approvals processes for deal discounts, expenses, and more.

File sync and share

 It’s easier to share files, discuss them, publish the best and track your content in real-
time by using Salesforce.
 You can quickly find what you are looking for, share it securely, and also subscribe to
receive alerts when something changes.

Dynamic dashboards and custom reports

 Dashboards offer a real-time picture of how your business is performing in the market.
Users can recognize market trends, calculate the activities and clear up the quantities.
You can build your own dashboard by using drag and drop icons in Salesforce CRM.
 It allows creating your own customized sales forecasting report with Salesforce CRM. By
using a simple drag and drop feature, users are able to adjust the fields and view data
with filters. Charts provide real-time data to give you the latest insight.

Sales forecasting

 It tracks the journey of the leads in the pipeline to look into whether they are reaching
their destination i.e. deals or not. It gives brilliant forecasting on sales upon analyzing
the same. You can apply your right judgment to the forecasted amount and according
to that, you can plan your strategies.
 You can make use of in-line editing, multicurrency support, override visibility, etc. to stay
on top of your business.
 It gives the right credit to the right person and permits them to see the forecast as per
overlays.
 2. What is an object in Salesforce?

In Salesforce, objects are database tables that are used to store the data of an
organization. There are two types of objects in Salesforce. They are:

 Standard object: These are the objects provided by the Salesforce platform, which
includes contacts, accounts, cases, campaigns, opportunities, leads, products, contracts,
reports, dashboards, etc.
 Custom object: They are objects created by developers based on the business process. It
stores the important and unique information of an organization. It gives a structure for
data sharing. The custom object includes page layouts, custom fields, relationship to
other objects, custom user interface tab, etc.

3. What is meant by an App in Salesforce?

An App in Salesforce is a logical container that holds various details related to the
company such as a logo, name, business operations, etc. You can customize apps to
match your needs, or you can develop new applications by combining custom and
standard tabs.

The process to create an app in Salesforce is given below:

Setup —> build—> Create—> App—> Click on new.

By following the above procedure, you can develop an application as you want.

4. Explain different types of apps we can use in Salesforce.

There are two types of apps that we can create in Salesforce. They are:

 Custom app: They are mainly used by business owners who want to build an app that
suits their business requirements from time to time. It’s widely used in the market.
 Console app: It can be used only in the client service business, where we focus on
tackling the client’s issues. Compared to a custom app it’s not widely used in the market.

5. What is sharing rule?

Sharing rules are applied when a user wishes to permit access to other users like public
groups, roles, or territories. It gives greater access to particular users by making
automatic exceptions to your organization-wide sharing settings. You can define total
sharing rules up to 300 for a particular object, including criteria-based or guest user
sharing rules up to 50, if available for the object.

6. What is an Audit trail in Salesforce?

An Audit trail in Salesforce is a unique feature that helps in tracking the changes made
in the organization by you and other administrators. In that way, you will always get to
know who has modified the project at the last minute. It is helpful for the organization
with more administrators.

By using an audit trail, you can get to know the details about changes made, the date
and time of the change, and the username of the team member who made the changes.

7. What is the difference between role and profile?

The main difference between role and profile is given below -

Role Profile
The role helps in defining data visibility A profile sets the limitation for what an user
for a particular user. can do in the organization.
Based on the hierarchy, a role defines
Profile defines permissions
which user data a user can see.
Defining role to a user is not mandatoryDefining profile is mandatory
Profiles help to decide record privileges i.e.
Roles provide a feature to control
assuming the user can observe the record, it
access to records by impacting reports.
concludes what the user can function, edit,
For example,“My Teams” filter. Roles
delete, view on that record. It controls other
function if a security model (OWDs) of
system privileges like export data, mass email,
an organization is set to private.
etc.

8. What is a profile in Salesforce? Can two users have the same profile?

The profile in Salesforce is defined as a collection of settings and permissions that

define what a user can do in Salesforce. So it gives you the authority to access certain
records in Salesforce. There are multiple profiles available in Salesforce. For example, a
sales profile can have access to leads, contacts, campaigns, opportunities, etc.

The people who work under one department may be assigned the same profiles.
Consider the case of sales profile, many people work under it and each person who
 works under this is assigned with the same profile. Hence we can say that any number of
people can have the same profile.

9. What is a Master–Detail relationship in Salesforce?

 Master-Detail relationship is a relationship between a parent and child where the master
represents the parent and the detail represents a child. This relationship can be used
when we want to control the display of detail records based on the value present in the
master record.
 The master object completely takes control of the behavior of the Detail object. The
survival of the child is dependent on the parent, because if the parent gets deleted then
the child automatically gets deleted. You can create Roll-up summary fields in master
records which will calculate the SUM, AVG, and MIN of the child records.
 Consider an example of a courier company model, where a delivery schedule is always
linked to a delivery location. If we delete a delivery location from our list, then all the
related delivery schedules should also be removed. Such a dependency can be achieved
only through a Master-Detail relationship.

10. What is dashboard in Salesforce?

A dashboard in Salesforce is a pictorial representation of the report. It displays data

from source reports as visual components. These components provide a snapshot of key
metrics and performance indicators of the organization at a single glance. A single
dashboard is capable of displaying 20 reports at a time.

11. What do you understand by workflow in Salesforce?

 Workflow in Salesforce allows you to automate standard internal procedures and

processes for saving time across your organization. It helps to evaluate records as they
are created or updated and determines if an automated action needs to occur.
 Automation functions in Salesforce include the functions such as sending follow-up
emails, tracking the customer map journey, performing other marketing activities to
boost the sales of the company, etc.
 A workflow rule is a major container for a set of workflow instructions. These
instructions are usually summed up in an if/then statement. Workflow rules are divided
into two main components. They are:
o Criteria: The “if” part of the “if/then” statement i.e., what must be true of the record for
the workflow rule to execute the related actions.
o Actions: The “then” part of the “if/then” statement i.e., what to do when the record
meets the criteria.
 Consider an example for a workflow, “if it is raining, then bring an umbrella”. In this
example, the criteria are “it is raining” and the action is “bring an umbrella”. If the
criteria aren’t met, then the action isn’t executed. The workflow rule’s actions are
executed only when a record meets all the criteria of a workflow rule.

12. What are the benefits of using Salesforce CRM?

The benefits of using Salesforce CRM is given below:

 Communicate using automation tools: With the help of Salesforce Einstein Bots, its
features can automatically respond to chats on time. Thus avoids giving delayed
response.
 Data syncing from different applications: Data from other applications such as
MailChimp and G Suite can be integrated into the Salesforce platform. This removes the
difficulty of moving from one software to another. Using Salesforce mobile app, you can
keep track of your data anytime and anywhere.
 Utilization of data analytics tools: Salesforce’s Einstein Analytics gives insights so that
users can address the changing data right away. Salesforce has a collection of reporting
tools and dashboards that will help you collect information and work on it properly.
 Following customer activity: It helps to understand the customer’s journey through the
sales cloud so that you will have easier access to their behavior and background. You
can review the click rates on your email campaigns to help you recognize what works
best for your customers.
 Assisting customers through chat: A chat box is provided by the service cloud’s live
agent depending on the interaction of your customers or followers on your web page.
By connecting with the customer profile, your service team can deliver answers. This is
helpful in improving customer experiences by letting agents respond quickly.
 Using an omnichannel feature: Multi-channel feature provided by the service cloud
automatically shifts conversations from various channels directly to the agents. This
gives them one place to connect with customers through calls, social media, chat,
messaging, or email.
 Consistent engagement with current customers: Looking for a new customer is more
expensive than keeping the current ones. Use the gathered data in Salesforce’s CRM to
create consistent marketing campaigns.
 You can build apps: Force.com, a Platform as a Service(PaaS) simplifies customizing and
building apps for any device without using a complicated infrastructure.

13. What is trigger in Salesforce?

 The trigger is defined as an Apex code that executes to perform custom actions,
before or after modifications like insert, update, delete, etc. that has done to records in
Salesforce.

Triggers can be defined for top-level standard objects, like contact or account, custom
objects, and few standard child objects. They are active by default when created. When
the specified database events occur, Salesforce automatically fires active triggers.

The syntax for creating a trigger is given below:

trigger TriggerName on ObjectName (trigger_events)

{
code_block
}

To execute a trigger before or after insert, update, delete and undelete operations,
specify multiple trigger events like before insert, before delete, after insert, after
update etc. in a comma-separated list.

14. What is the difference between static and dynamic dashboards in

Salesforce?

Static dashboards Dynamic dashboards

These are the default
Dynamic dashboards show data tailored for a specific
dashboards that are visible to
user
any user
It is used to show
It is used to show a single user’s specific data, such as
organizational-wide data to a
the number of sales closed, leads converted, etc
set of users
We can’t schedule dynamic dashboard because when
It can be scheduled to
the dashboard is opened by us, it will display the real-
automatically refresh its data
time generated data

15. What is Apex in Salesforce?

 Apex is a strongly typed and object-oriented programming language that permits

developers to execute flow and transaction control statements on Salesforce platform
servers in conjunction with calls to the API. It uses syntax that looks similar to Java and
pretends like database stored procedures.
 Apex allows developers to add business logic to many system events, including
Visualforce pages, button clicks, and related record updates. This code can be initiated
by requests from web services and from triggers on objects.
 All Apex code runs completely on-demand on the Lightning platform. Apex code is
written and saved to the platform by developers. Through the user interface, end-users
trigger the execution of Apex code

16. What are Governor limits in Salesforce?

 Governor limits control how much data a shared database can store. They help to make
sure that no one monopolizes the shared resources like storage, CPU, and memory.
Whenever the Apex code exceeds the limit, it issues a runtime exception that cannot be
handled.
 The following list gives some of the governor limits in Salesforce:
o Push notification limits
o Per-Transaction Apex limits
o Size-Specific Apex limits
o Miscellaneous Apex limits
o Static Apex limits
o Email limits
 Examples of governor limits in Salesforce:
o The total number of sendEmail methods permitted is 10.
o The total number of records retrieved by a SOQL query is 50,000.
o Maximum CPU time on the Salesforce servers is 10,000ms on synchronous Apex.
o The total number of callouts(web services calls or HTTP requests) in a transaction is 100.

17. What is junction object in Salesforce?

Junction objects are useful in building many-to-many relationships between objects in

Salesforce.

Consider an example of recruiting application, where a position for a job is linked to

many candidates or a candidate can apply for many other jobs. Here, a third-party
object “job application” is referred to as a junction object in order to connect the data
model. In the above-given example, “job application” is the junction object.

18. What are Permission sets?

A Permission Set is a collection of settings or permissions that is used to give access to

numerous tools and functions for the user. You can use permission sets for different
types of users to extend functional access without changing their profiles. Instead of
creating a separate profile each time, you could easily create a Permission Set.
 19. What are the different types of reports available in Salesforce?

Reports will give a clear picture to the management. Management will make use of
reports to track progress towards its various goals, increase revenue, and control
expenditure. Reports will also help to predict trends and thus gives the advantage of
the increase in profits.

There are four types of reports in Salesforce. They are as follows:

 Matrix report
o A report is formed by grouping the records by rows as well as columns. It is used when
you want to see data by two separate dimensions that aren’t related, such as date and
product.
o Example: Summarize opportunities by account horizontally and by month vertically.
 Summary report
o A report that provides a listing of data with groupings and subtotals. It is used when
subtotals are needed, based on the value of a particular field, or when you want to
create a hierarchically grouped report.
o Example: All opportunities for your team subtotaled by owner and sales stage.
 Tabular report
o A report that provides details of a company in tabular format. It is used when you want
a simple list or an item list with a grand total.
o Example: These reports are used to list all accounts, list of opportunities, list of
contacts, etc.
 Joined report
o A report that is created by the mixture of any combination of reports. Like matrix
report plus summary report can give you a joined report. Also, matrix reports and
tabular reports can give a joined report.
o Example: You can develop a report to display opportunity, case, and activity data for
your accounts.

20. Explain the Force.com platform

Force.com is the entire framework and codebase on which the whole Salesforce
application exists. We can also say that Salesforce is built on Force.com, which is a
Platform as a Service (PaaS) that allows us to simplify the design, development, and
deployment of cloud-based applications and websites. Developers can work with
Cloud Integrated Development Environment (Cloud IDE) and deploy the applications
on the servers of Force.com.
 21. Explain different components of dashboard available in Salesforce.

Some of Salesforce dashboard components are explained below:

 Gauge: It is used for displaying a single value within a custom value range.
 Metric: This is used for showing a single pair of key–values. We can enter the metric label
directly on the components by clicking the empty text field next to the grand total. All metrics
placed in the dashboard column would be displayed as a single component.
 Table: Tables are used for showing report data in the form of lists. For example, top five or
bottom five opportunities.
 Visualforce page: It is used for forming a custom component as a dashboard or displaying
information that is not available in other component types.
 Charts: It is used for showing comparisons. Charts are divided into 6 types. They are line
Chart, vertical bar chart, horizontal bar chart, donut, pie, and funnel.

22. What are validation rules in Salesforce?

 Validation rules in Salesforce consist of a formula or expressions that evaluate the data in one
or more fields in a record to meet the standards you specify before the user can save the
record. It returns a “True” or “False” value based on the evaluation of the data. Validation rules
are responsible for displaying an error message to the user when the condition is “True” due
to an invalid value.
 Validation rules are helpful in enforcing integrity constraints against the data. Here we give
conditions in the formula editor. If one validation rule fails, Salesforce proceeds to check
another validation rule held within the field or record and shows an appropriate error message
at that particular field or above the record.
 You are allowed to create validation rules for fields, objects, campaign members, or case
milestones. For example, we can create a validation rule that fires when a user tries to save an
account with the incorrect length for the account number.

23. What causes data loss in Salesforce?

There are many things that cause data loss in Salesforce. They are:

Human error:

 When editing an object definition (incorrectly changing a picklist), importing data (overwriting
good data with bad), or merging households are the common situations where human error
may occur.
 For example, when you import data, it becomes important to match up fields. Situations like
moving to percent, number, and money from other data types or changing text area to URL,
email, phone or text, etc. will lead to incorrect match in fields. If you are updating a large
number of records and match up incorrect fields, your records will be invalid.
 Accidental deletion of Salesforce data:

 A record (or multiple records) might be accidentally deleted by users or employees. Deleting
records could be because of miscommunication, forgetting to remove a contact from being
deleted, and many other reasons. So proper training and having a trusted backup/recovery
solution are much important.

Purposeful deletion of Salesforce data:

 Disgruntled employees like the person who has recently got a very bad performance review
and thinks their job is at stake or who is jealous of other employees might try to delete the
data. A few clicks on the delete button may lead to the deletion of multiple records from
Salesforce.
 If they empty their recycle bin, that data recovery will be difficult using the Weekly Export. It
can cause numerous damages if these records are not backed up properly.

Data sync errors:

 If you have more than one admin or use Outlook for Salesforce, you might experience a data
sync error at some point.
 For example, one admin is trying to refresh a sandbox while another admin is working from
home and trying to edit an object type in that same sandbox. When this happens, the admin
who was editing the object can lose his work in progress.
 Contacts in Outlook can over-write good Salesforce data when using Outlook for Salesforce,
introducing errors through inappropriate sync.

24. What is Visualforce in Force.com?

 Visualforce can be defined as the UI for the Force.com platform that allows developers to
build sophisticated, custom user interfaces which can be hosted natively on the Lightning
platform.
 This Visualforce framework includes a tag-based markup language, a set of server-side
“standard controllers” that forms basic database operations(such as queries and saves) and
each Visualforce tag corresponds to a user interface components such as a field, section of a
page, or a related list, etc.
 It works on the standard MVC model. It can have strong integration with the database and
deploy auto-generated controllers for database objects. The behavior of Visualforce
components can be controlled by the developer, by utilizing the same logic that was used in
standard Salesforce pages. It is also possible for a developer to associate their own logic with
a controller class written in Apex code.

25. What are the differences between trigger and workflow in

Salesforce?
 Workflow Trigger

Workflow is an automated process that fires A trigger is a piece of program code that will be
an action depending on evaluation criteria executed before or after a record has been
and rule criteria inserted or updated

We cannot carry out DML operations on

 We can use 20 DML operations in a single trigger
workflow

We are able to obtain a workflow across the We are able to access the trigger across the object
object and associated with that objects

We can use 20 SOQL(Salesforce Object Query

We cannot query from database in workflow
Language) from the database in a single trigger

26. What are record types in Salesforce?

 Salesforce record types permit us to associate different business processes and display
different picklist values and page layouts to different users based on the user profile.
 Administrators are having the ability to associate record types with the user profiles so that, in
the record’s detail page, different users will be able to see different picklist values and page
layouts.
 For example, consider a case where record types are most often used i.e., to create two
different sales processes on the Opportunity object. Each of them with different sales stages
and page layouts. This will indicate that with record types you will be able to apply multiple
page layouts per object as well as per user profile.
 Benefits of record types:
o It modifies user interaction experience to specific needs of the business.
o Allows for administration in a simple manner as there are fewer fields to maintain.

27. What are page layouts related to Salesforce?

 Page layouts are used to control the layout and organization of buttons, fields, Visualforce,
custom links, s-controls, and related lists on object record pages.
 They are helpful in organizing user interface pages by determining which fields, related lists,
and custom links are required, read-only, and visible for the user.
 We can create many page layouts and apply them to different user groups, with the aim of
creating a customized experience. For example, you could have a single account record like
ACME Corp., but it displays different information depending on your user profile.
 Here, you can only apply the one-page layout to a single group of users per object, per record
type. For example, if you have one record type based on the Accounts object, you can apply
only one-page layout per profile.
 28. What are the two types of triggers in Salesforce?

Below are the two types of Apex triggers in Salesforce:

Before triggers: It can be used to update or validate record values before it is saved
to the database.

trigger TriggerName on ObjectName(before event) //Here event can be insert,

update or delete
{
code_block
}

After triggers: It can be used to access field values of the records that are set by the
system (such as record’s ID or LastModifiedDate field) that are stored in the database
and use this field value to do the changes in other records. Records that fire after the
triggers are read-only.

trigger TriggerName on ObjectName(after event) //Here event can be insert,

update or delete
{
code_block
}

29. What is fiscal year or economical year in Salesforce?

The fiscal year or economical year is defined as the period of time used for calculating
annual financial statements based on starting and ending date of a company’s
financial year. In this period of time, whatever the amount of business that Salesforce
has done can be considered as fiscal year and depicts the Salesforce revenue.

There are two types of fiscal years in Salesforce. They are:

 Normal or standard fiscal year: It is a period that allows estimating by following the
Gregorian calendar year that has a 12-month structure. Starting of the fiscal year can begin
with the very first day of any month you choose belonging to a particular year. For example,
for the fiscal year starting in April, the standard fiscal year is used.
 Custom fiscal year: It is mainly defined for the companies that lay their forecast based on
weekly or quarterly financial planning and can also customize the same. For example, you may
have 4 quarters with 13 weeks per quarter in a 4-4-5 pattern or 13 periods per year.

30. Explain skinny table. What are the considerations for skinny table?

Skinny tables in Salesforce are useful in accessing the fields which are frequently used
and to avoid joins. This can improve the performance of certain read-only operations
 such as reports, list views, etc. Skinny tables are highly effective because skinny tables
will be in sync with source tables even when the source tables are modified. 

You need to contact Salesforce customer support if you want to use skinny tables. You
cannot create, access, or modify skinny tables yourself. For example, you need to
contact Salesforce to update your skinny table definition if you want to add new fields.

Considerations for skinny tables are:

 It can contain an utmost of 100 columns.

 It cannot hold fields from other objects.
 For full sandboxes, these skinny tables are copied to your full sandbox organizations. For other
types of sandboxes, skinny tables are not copied into your sandbox organizations. To have
production skinny tables to be activated, contact Salesforce customer support.

The below figure displays an Account view, a corresponding database table along with
a skinny table that can speed up account queries.

Skinny Table

Salesforce Interview Questions for Experienced Developer

31. What do you mean by a sandbox in Salesforce?

A sandbox is a copy of the production environment/ organization and it is used for the
purpose of testing and development. It’s very useful because sandboxes are
completely isolated from your Salesforce production organization, so it allows you to
test out new ideas on the duplicate database without disturbing the original
production environment.

You can use the sandbox whenever you want to test a newly formed Force.com
application or Visualforce page. Instead of testing it directly in production, you can
develop and test it in the sandbox organization. Using this, you can develop the
application without any difficulty and then migrate the metadata and data to the
production environment. Doing this in a non-production environment permits
developers to freely test and experiment with the newly created applications.

There are four types of sandboxes in Salesforce:

Developer sandbox:
 It is a copy of the production organization, it copies all the information of an application and
configuration to the sandbox. It is mainly used for the development and testing task in an
isolated environment.
 This type of sandboxes has limitations of up to 200MB of test or sample data. You can refresh
a developer sandbox once a day.

Developer pro sandbox:

 It copies all of your organization’s reports, dashboards, apps, price books, products, and
customizations under setup. But it excludes all of your organization’s custom and standard
object records, attachments, and documents.
 This type of sandboxes has limitations of up to 1GB of test or sample data. We can refresh
developer pro sandboxes once a day.

Partial data sandbox:

 A partial data sandbox is a developer sandbox plus the data you define in a sandbox template,
which is intended to be used only as a testing environment. It includes the reports,
dashboards, price books, applications, products, and customizations under the setup
(including all of your metadata).
 Additionally, these sandboxes can have your organization’s custom and standard object
records, documents, and attachments up to 5 GB of data along with a maximum of 10,000
records per chosen object.
 A partial data sandbox is smaller compared to a full sandbox and has a shorter refresh interval.
You can refresh partial data sandboxes every 5 days.
 Sandbox templates permit you to select specific data and objects to copy to your sandbox,
thus you can control the size as well as the content of each sandbox. Sandbox templates are
available only for partial data or full sandboxes.

Full sandbox:

 It is a replica of production including custom and standard object records, attachments, and
documents and is used only as a testing environment.
 You can refresh full copy sandboxes every 29 days.

Sandbox in Salesforce

32. Explain the various types of object relationships in Salesforce.

An object relationship in Salesforce can be defined as a two-way link or association

between two or more objects. Relationships are created by generating custom
relationship fields on an object. Due to this, whenever a user views the records, they
 are also able to see and access related data. The various types of object relationships
in Salesforce are:

Master-Detail relationship (1:n):

 It is a parent-child relationship where the master object controls the behavior of dependent
detail and sub-detail object. It is a 1:n relationship, in which there is only one parent, but
multiple children.
 The master field cannot be empty, since it is the controlling object. If a master object’s record
or field gets deleted, the corresponding record or fields in the dependent object will also be
deleted. This is called a cascade delete. Child object fields will inherit the owner, sharing, and
security settings from the parent object. You can create Master-Detail relationships between
two custom objects, or between a standard object and custom object until the standard object
remains as a master in the relationship.
 For example, you can define a Master-Detail relationship with two objects such as Account—
Expense report. It expands the relationship to sub detail records, such as Account—Expense
report—Expense line item. You will be then allowed to perform operations across the master—
detail—sub detail relationship.

Lookup relationship (1:n):

 These relationships are useful for creating a link between two objects, without the dependency
on the parent object. This is again a form of parent-child relationship where there is only a
single parent, but multiple children exist (1:n relationship).
 Despite master being the controlling field, deleting a master record will not automatically
delete the lookup field in the child object. So the records in the child object will not get
affected and there will not be any cascade delete here. Child fields will not inherit the owner,
sharing, or security settings of its parent.
 With a lookup relationship, you are permitted to link two different objects or link an object
with itself (except for the user object). For example, you may want to link a custom object
“Bug” with itself for showing how two different bugs are related to the same problem.

Junction relationship (Many-To-Many):

 You can use this kind of relationship whenever you want to create two Master-Detail
relationships. By linking 3 custom objects, we can create two Master-Detail relationships. In
this, two objects will be represented as master objects and the third object will act as a
dependent on both of them. In simpler words, we can say that there will be a child object for
both master objects.
 This relationship allows every record of one object to be linked with several records of another
object and vice versa. For example, you can create a custom object “Bug” that relates to a
standard object in such a way that a bug can be related to multiple causes, and also a single
case can be related to multiple bugs.
 Hierarchical relationship:

 This is a special lookup relationship, that is available only for the user object.
 It allows users to use a lookup field to associate a single user with another user that does not
refer to itself in a direct or indirect way. For example, to store the direct manager of each user,
you are allowed to create a custom hierarchical relationship field.

External lookup relationship:

 This relationship links a child's standard, custom, or external object to a master external object.
 In this relationship, the standard External ID field values on the parent external object are
matched against the external lookup relationship field values of the child object.

Indirect lookup relationship:

 This relationship links a child's external object to a master standard or custom object.
 For matching and associating the records, you will mention the parent object field and the
child object field when you create an indirect lookup relationship field on an external object.
Here, you have to select the parent object’s custom unique, external ID field to match against
the child object’s indirect lookup relationship field.

Relationships in Salesforce

33. How many ways we can share a record?

With the help of the given below methods we can share records in Salesforce:

Role hierarchy:

 Whenever a user is added to a role, the user above the current user in the hierarchy of roles
will have access to reading the records and inheriting the permissions.
 Follow the steps for role hierarchy: Go to Setup → find manage users' → roles → set up roles →
click on ‘add role’ → provide name and click on save.

OWD:

 OWD(Organization-Wide Defaults) allows you to give permissions to the organization-wide

and to define baseline setting for the organization. It is also helpful in defining the user’s
accessibility level to the user where a user can see other user’s records.
 OWD settings can be Public Read Only, Private, Public Read, and Write.
 Follow the steps for OWD: Go to Setup → find the Security Controls → click on ‘sharing
settings’ → click on ‘Edit.
 Manual sharing:

 Manual sharing is sharing a single record/file to a single user or group of users through
manual access.
 We can see a button for manual sharing on the detail page of the record and it can be seen
only when the OWD setting is private.

Criteria based sharing rules:

 If we want to share records based on conditions such as share records with a group of users
with the criteria of the country is India.
 Follow the steps for criteria-based sharing rules: Go to Setup → security controls → sharing
settings → select the object and provide name and conditions then click on save.

Apex sharing:

 Sharing object is available for each and every object in Salesforce. For example, the Account
object’s share object is AccountShare.
 By using Apex, if we want to share the records then we have to create a record to the shared
object.

34. What is a wrapper class in Salesforce?

A wrapper class is a type of container class, which contains a group of objects as its
members. It is of an abstract data type. We use a wrapper class for enclosing the
collected data. A wrapper class is defined by a programmer, that acts as custom
objects, along with wrapper class properties.

The instances of a wrapper class are helpful in displaying various objects in the
corresponding table on a Visualforce page.

Some of the main advantages of using wrapper class by developers in Salesforce are
given below:

 The wrapper class structure is as efficient as that of a good data visualization process for a
web page, especially in the case where the developers are dealing with the JSON structure.
 The developers are not required to manage the passing of any map structure in order to
browse necessary elements. Moreover, usage of wrapper class by developers will lead to ease
the process of managing relationships between different objects.
 Wrapper class usage prevents any penalty faced by the users for passing an object of
Salesforce. Also, it makes the respective object extendable to constructors of a class.
 The use of the wrapper class supports the developers for efficiently organizing the concerned
data, provided the data is properly nested.
 35. What is Future annotation(@future)?

 Future annotations are used to specify methods that are executed asynchronously.
 Methods having future annotation must be static methods and can only return a void type.
The arguments specified must be primitive data types or arrays of primitive data types or
collections of primitive data types. These methods cannot take sObjects or objects as
parameters.
 When you specify a method with @future annotation, it will be executed only when Salesforce
has available resources.
 For example, you can use future annotation while making an asynchronous web service callout
to an external service. Whereas without the usage of future annotation, web service callout will
be created from the same thread which is executing the Apex code, and no additional
processing will take place until that callout is complete (synchronous processing).

Syntax:

global class class_name

{
@future
Static void methodname(parameters)
{
//body of the method
}
}`

36. What are the differences between SOQL and SOSL in salesforce?

SOQL(Salesforce Object Query Language) SOSL(Salesforce Object Search Language)

Using SOQL we can search only one object at Using SOSL we can search multiple objects at a
a time time

We can query on all fields of any of the  We can query on the fields whose data type is
datatype phone, text, and email

DML operations can be performed on query DML operations cannot be performed on search
results results

Indexing happens synchronously Indexing happens asynchronously

SOSL cannot be used in triggers but can be used

We can use SOQL in the classes and triggers
in classes

37. Explain the types of SOQL statements in Salesforce.

 Salesforce Object Query Language(SOQL) is useful in querying the records
from database.com depending on the requirement. There are 2 types of SOQL
statements: Static SOQL and Dynamic SOQL.

Static SOQL:

 The Static SOQL statement is written using [] (array brackets). This statement is similar to IINQ
(Ion Integrated Query).
 It is used in the condition where you don’t have any dynamic changes in the SOQL query. We
don’t use Static SOQL when the field name or where the condition is needed to be
dynamically defined.

Example for Static SOQL query:

Contact[] contacts = [SELECT testfield__C, FirstName, LastName FROM Contact

WHERE LastName = 'Dhanya'];

Dynamic SOQL:

 It is used to refer to the SOQL string creation at run time with Apex code.
 Dynamic SOQL allows you to create more flexible applications. For example, you are able to
create a search based on end-user input or update records with different field names.
 To create a Dynamic SOQL query at run time using a Database.query() method, in any one of
the given below ways:
o Return a single sObject when the single record is returned by a query.
sObjects s = Database.query(string_limit_1);
o Return a list of sObjects when more than a single record is returned by a query.
List<sObject> sobjList = Database.query(string);

Example for Dynamic SOQL query:

String myTestString = 'TestName';

List<sObject> sobjList = Database.query('SELECT Id FROM MyCustomObject__c
WHERE Name = :myTestString');

38. What are the different types of email templates available in

Salesforce?

The list of different types of email templates that can be created in Salesforce is given
below:

 Text: All the users in the organization are allowed to create or change these templates.
 HTML with letterhead: Only administrators and users with the “Edit HTML Templates”
permissions are able to create these templates based on a letterhead. The look and feel of
 your HTML email templates are defined by the letterheads. It can inherit the logo, text, and
color settings from a letterhead.
 Custom HTML: It is an extension of HTML with a letterhead. Administrators and users having
“Edit HTML Templates” permissions can create custom HTML templates without using the
letterhead. You must have knowledge about HTML or get the HTML code to insert it into your
email template.
 Visualforce: Administrators and developers are allowed to create these templates by using
Visualforce. Visualforce templates provide advanced functionalities like merging with a
recipient’s data, where the content of a template can have data from multiple records.

39. What is Salesforce lightning?

Salesforce lightning is a component-based framework for application development,

which has a collection of tools and technologies that aim to effectively increment the
performance of the Salesforce platform. These tools include an entirely new version of
a framework, visual upgrades, new and optimized interfaces, and more. It is designed
to simplify processes for business users, who do not have any programming
experience.

Using the lightning platform we can easily create apps that solve business problems
and provide engaging experiences.

Few lightning features are:

 Lightning app builder: It provides drag and drop capacities to facilitate the creation of an
application and customization.
 Lightning component framework: It consists of tools and extensions that allow the
development of reusable components and standalone applications along with customization
of the Salesforce mobile app.
 AppExchange for components: It makes over 50 partner components present in the app
builder.
 Design system: It provides style guides and user experience practices for application
development.
 Lightning Connect: It is an integration tool that makes it easier for applications of Force.com
to consume data from an external source that meets the OData specification.

40. Can you give an example of a Salesforce API and its usage?

Salesforce provides a variety of APIs that allows the developers to interact with the
system in many ways. They are:

REST:
 By using REST API you can easily integrate with Salesforce applications using simple HTTP
methods in either XML or JSON formats. It is an ideal API for developing mobile applications
or external clients.
 Consider an example of retrieving information about the Salesforce version. You need to
submit a request for the Versions resource by using the following code:

curl https://yourInstance.salesforce.com/services/data/

 You have to replace the “your instance” text with the instance for your organization.
The output from this request is as follows.

[
{
"label" : "Winter '12",
"url" : "/services/data/v23.0",
"version" : "23.0"
}
...
]

Bulk: The Bulk API provides programmatic access that lets you quickly load and query
a huge amount of data into your Salesforce organization.

Streaming: The Streaming API can be used to trigger and receive notifications,

whenever changes into Salesforce data are made according to the defined SOQL query
criteria. It is useful when you want notifications to be pushed from the server to the
client based on your defined criteria.

Salesforce MCQs
1.

Who can manually share records in Salesforce?

Record owners

Administrators

Users above the record owner in the hierarchy of role

All of the above

2.

What do Master-Detail relationships will involve?

 Cascading deletes and sharing rules which are controlled by the parent

Relationship between parent and child elements

Relationship between master and retail sectors

Relationship between master and slave drives

3.

When should you make use of bulk API?

When you are using REST requests and prefer to use SOAP

When you are processing data up to one thousand records

When you are loading a large number of records

When you are updating small numbers of records at a time

4.

How can you create many to many relationships under salesforce?

Using a piece of code to relate both objects

Using a junction object

Not possible to create many relationships in salesforce

Creating direct many to many relationships

5.

What do API calls in Salesforce represent?

Specific operations invoked by your client applications at runtime to perform tasks

Operations invoked at compile time

Operations that run in the background

Operations running in the foreground

6.
What must be done before a user can access the API?

Users must have superuser privileges

Users must restart the computer

Users cannot access the API

They must be granted “API Enabled” permissions

7.

According to roles in the sharing hierarchy, ______ can view and edit the record.

Nobody can edit the record

Only the system can edit the record

Only record owner and users beyond the specified role

There is no record to be edited

8.

Salesforce API calls are

Some of the calls are asynchronous, rollback on error

Service requests and responses, asynchronous, committed automatically versus rollback on

error

Service requests and responses, asynchronous, rollback on error

Service requests and responses, synchronous, committed automatically v/s rollback on

error

9.

In which file, exception codes are defined in Salesforce?

In the configuration file

In the WSDL file

In the error file

 In the spooler

10.

Through sharing rules, which type of record access can be granted by the
administrator?

Read/Write/Transfer

Read/Write and Read-only

Write the only

Delete

11.

What can chatter-free user access?

Accounts

Groups and files

Custom objects

None of the above

12.

______ is not a component of the user record?

Profile and role

Language and time zone

Contact information

Chatter group information

13.

When creating a sharing rule, what must an administrator select?

Which records to share

 Who to share access with

What level of access to grant

All of the above

14.

______ method is not used to share records.

Profile settings

Sharing rules

Manual sharing

Role hierarchy

15.

What groups or individuals comprise public groups?

Roles

Roles and subordinates

Users

All of the above

16.

What restrictions do double values in Salesforce have?

Age and scale

Scale and position

Size and time

Scale and precision

17.

______ is not a standard object?

Leads

Invoices

Accounts

Opportunities