Overview

These 100+ questions to help you prepare for your Salesforce Admin and
Development. The questions in the guide are typically designed to test a candidate's
knowledge of Salesforce concepts and their ability to apply these concepts to solving
the business use case.

1. What is Cloud Computing?

- Cloud computing is on-demand availability of computing services delivered over internet

including databases, servers, and software’s.

2. What is SaaS?

- SaaS stands for Software as a Service. It is a cloud computing model where software’s are
provided over internet as a service.

3. What is PaaS?

- PaaS stands for Platform as a Service. It is a cloud computing model where third-party
provider delivers a platform for customers to deploy and maintain their applications without
any complexity of maintaining the infrastructure.

4. What is Salesforce?

- Salesforce is a cloud-based CRM (Customer relationship management) tool providing a

wide range of cloud applications like Marketing Cloud, Service Cloud, Sales Cloud and many
more. Salesforce is developed on the top of Force.com platform.
5. What is Object in Salesforce?

- Object in Salesforce acts like a database table that stores data for a specific type of record.

Standard objects are available by default in your Salesforce org such as Accounts, Contacts,
Lead. Custom objects are created by users to meet the business requirements.

API Name of Custom object ends with c.

6. What are external objects in Salesforce?

- Objects that are created in-order to map data stored outside your Salesforce org are called
external objects.

7. What are fields in Salesforce?

- Fields in Salesforce represent the data which is stored as a part of an object or record type.
Depending on the business requirements, fields can be used to store different types of data
like currency, percent, and date.

8. What is TAB in Salesforce?

- Tab is a user interface element that provides access to a specific object in the system. Each
tab represents a single object

9. What is record in Salesforce?

- A record is a collection of fields within an object. Records can be created, edited, and
deleted by users with appropriate permissions.

Different record types in Salesforce allows us to display some specific fields to users based on
their profile.

10. What are different types of relations in Salesforce?

- Lookup Relationships (One to Many): It is a loosely coupled relationship between two

objects where if the parent record gets deleted, child record remains in the system.

Master Detail Relationships (One to Many): It is a strongly coupled relationship between

two objects where if the parent record gets deleted associated child record also get deleted.
Many-to-Many Relationships: In Salesforce, a junction object is utilized for establishing
many-to-many. This is used when the normal parent-child or one-to-many relationship isn't
suitable.

11. Can Standard object be on the detail side of the Master-detail relationship?

- No, Standard object cannot be on the detail side if we have custom object as Master of the
Master-detail relationship.

12. What are standard fields in Salesforce record?

- Standard fields are pre-defined Salesforce fields. We cannot delete a standard field unless it
is a non-required standard field. Example of some common standard fields are Created By,
Owner, Last Modified By.

13. How many custom fields can be created per object in Salesforce?

- Depending on the Salesforce org edition, the limit has been defined for maximum number of
custom fields to be created per object.

Personal Edition – 5, Contact Manager – 25,

Group Edition – 100, Essentials Editions – 100,

Professional Edition – 100, Enterprise Edition – 500,

Unlimited and Performance Edition – 800,

Developer Edition - 500

14. At max how many field relationships can be created on an object?

- Maximum 40 relationships can be created on an object.

15. How many lookup relationship fields can be created in an Object?

- Either you can create 38 look-up and 2 Master-Detail relation fields, or you can create all 40
as look-up fields as per your requirement.

16. What is Sandbox in Salesforce?

- Sandbox is a replica of production Org. It allows you to configure, customize and test your
functionalities without impacting your live data and processes.
17. Explain different types of Salesforce sandbox?

- There are four types of Salesforce sandboxes as follows:

• Developer Sandbox: Developer Sandbox is used for individual developers or small

teams. It has storage limit of 200MB.
• Developer Pro Sandbox: This type of Sandbox is like a Developer Sandbox, but it
has more storage capacity and allows for more customization. It has storage limit of
1GB.
• Partial Copy Sandbox: This type of sandbox is a partial copy of production
environment. It allows you to copy a subset of production data to the sandbox. It has
storage limit of 5GB.
• Full Sandbox: It is an exact replica of your production environment including all
metadata. It has storage limit same as your production org.

18. What is Roll-Up Summary Fields?

- Roll-Up Summary Fields summarize data from a group of related child records and presents
the output on the master record. You can choose from a variety of functions, including SUM,
COUNT, MIN, MAX, and AVG

19. How many Roll-up summary fields can be created per object?

- 40 per object is the maximum limit

20. Can we convert a Master – Detail relation to Lookup?

- Yes, we can do that, but we need to DELETE the rollup summary field on the Master
record if it is created before the master-detail to lookup conversion.

21. What is Profile in Salesforce?

- Profile is a collection of permissions and settings that determines what a user can see and
configure in the Salesforce org. User can check the profiles available in your Salesforce
instance in following way.

Setup >> Enter “Profiles” in Quick Find Box >> Select Profiles

22. What are page layouts in Salesforce?

- Page layouts are responsible for displaying fields on a record to your users. These layouts
enable you to include various elements such as fields, sections, links, and custom buttons,
along with a few other features, to enhance the user experience.
23. Can two users have same Salesforce profile?

- YES, but one user cannot have multiple profiles.

24. What is Role in Salesforce?

- Roles are used to define how users relate to each other in a hierarchy in your
organization.

25. What is Role hierarchy?

- Role hierarchy is a method of controlling the data accessibility on a Salesforce object

based on the role of a user.

26. What are Governor limits in Salesforce?

- Governor limits in Salesforce are a set of pre-defined limitations of the Salesforce platform.
If it has been breached an exception message has been thrown.

27. What is Setup Audit trail in Salesforce?

- Set up Audit trail tracks the setup changes which you make in the Salesforce org. You can
download your org’s complete history of last 180 days.

Set up >> type “Setup Audit Trail” in Quick Find Box >> Select “View Setup Audit Trail”

28. What are Automation tools in Salesforce?

- Automation tools allow you to solve complex business requirement using low-code/no-code
approach. Example of automation tools are Workflows, Process Builders and Flows.

29. What is Flow?

- Salesforce flow is an automation tool that allows you to build and automate business
processes without requiring any coding skills. Flows can be used to collect and update data,
automate approvals, create records, and perform other tasks.

30. What are different types of Flow in Salesforce?

- Screen Flow, Auto-launched Flow,

Record Triggered Flow, Schedule-Triggered Flow,

Platform Event – Triggered Flow

31. How many maximum Flow versions can be there for each Flow?

- 50, to create more flow versions, you need to delete the older versions.

32. What is Flow template?

- Flow template are pre-designed Flows that allow businesses to utilize these Flow structure
and modify them according to their business requirements.

33. What is Report in Salesforce?

- In Salesforce, a report consists of a collection of data that satisfies the parameters set by the
user. This data is presented in a tabular format with rows and columns. The report can also be
customized further by applying filters, grouping the data, or visualizing it in a graphical chart.

34. What are different types of Reports available in Salesforce?

- Tabular, summary, joined and matrix reports.

35. What are Dashboards in Salesforce?

- Dashboards are the visual representation of reports in Salesforce.

36. Which type of report can be used for dashboard components?

- Summary reports and Matrix reports.

37. What is Bucket field in Salesforce reports?

- In Salesforce, a Bucket Field is a custom field that enables you to categorize values of an
already existing field into different buckets, determined by specific criteria.

When creating a Bucket Field, you can define the criteria for each bucket based on the field
you are using to create the buckets.

Up to 5 bucket fields can be added for each report type in Salesforce.

38. What are Dynamic Dashboards in Salesforce?

- Dynamic dashboards allow for personalized data visibility by enabling each user to view the
data they have permission to access.

Dynamic dashboards cannot be saved to personal folders.

39. What are email templates in Salesforce?

- Email templates allow you to create dynamic email templates including customized header,
Buttons, HTML Tags etc.

40. How to convert a 15-digit record-Id to 18-digit record-Id?

- Using CASESAFEID()

41. What is Formula field in Salesforce?

- Formula fields are the Salesforce custom fields which provide values determined
based on certain formulas and parameters. These fields possess read only properties
means we cannot edit and enter any value in this field.

42. How can you keep a track on login history of a user in your Salesforce Org?

- Using Login History feature from the setup menu we can achieve this. The login history of
your organization for the past 6 months can be accessed and downloaded by you.

43. How many logins history record we can track using Login History in
Setup?

- 20000 records of last six months can be tracked.

44. What is SOSL in Salesforce?

- Salesforce Object Search Language is an efficient method for searching for records within
Salesforce among various Objects in a single query.

When executing a SOSL query, a list of sObjects is returned, and this search can be conducted
across various objects simultaneously.
45. What is SOQL in Salesforce?

- Salesforce Object Query Language is to fetch data from the Salesforce database based on
specific objects and conditions. You used SOQL only when you are sure in which object the
data is supposed to be queried.

46. What is Data Import Wizard?

- With the Data Import Wizard, you can easily bring in data for various standard Salesforce
objects such as accounts, contacts, leads, solutions, campaign members, and person accounts.
Additionally, you can import data for custom objects.

It allows you to import a maximum of 50,000 records in one go. We cannot import
Opportunity object records into Salesforce using Data Import Wizard.

47. What is Data Loader?

- The Salesforce data loader is a tool designed for efficiently importing and exporting data in
bulk. It enables you to swiftly move large amounts of data into Salesforce and monitor the
transfer progress.

It allows you to import a maximum of 50,000,00 records in one go

48. What is Salesforce Inspector?

- The Salesforce Inspector is a chrome extension used for resolving issues and debugging
problems in a Salesforce environment.

It enables users to inspect specific records and their associated fields, leading to faster and
more efficient issue identification and resolution.

49. What is Flow Interview?

- A flow interview refers to a particular execution of a flow, which represents a complete run
of that flow.

50. What is fault connector in Salesforce Flow?

- In Salesforce flows, a fault connector is a connector that facilitates the management of errors
and exceptions that might arise while executing the flow.

This type of connector helps you to respond to various error types by performing actions like
sending email notifications or presenting error messages to the user.
51. What is Apex programming language in Salesforce?

- Apex is an object-oriented programming language available on the Salesforce platform,

which enables developers to execute custom functionality development in Salesforce. This
language utilizes syntax that closely resembles to that of Java.

52. What are different types of asynchronous apex jobs?

- Types of asynchronous jobs are Future methods, Batch apex, Queueable apex and scheduled
apex.

53. What is Batch Apex in Salesforce?

- With Batch Apex in Salesforce, it is possible to define a single job that can be divided into
smaller, more manageable portions that will be handled independently.

This is accomplished using a global class known as Batch Apex, which implements the
Database.Batchable interface.

Maximum batch size can be of 2,000 records.

54. What is Trigger in Salesforce?

- A trigger is a block of code that gets executed either before or following the insertion or
updating of a record.

55. What are two types of triggers in Salesforce?

- Before Trigger: These triggers are used to update or validate before they are saved in the
database.

After Trigger: An after trigger in Salesforce is utilized to retrieve the field values established
by the system and modify any changes made to the record.

In simpler terms, this trigger is responsible for modifying the values based on the data inserted
into another record.

56. Is creating the Roll-Up Summary field possible in Look-up relationships?

- No, it is only available in master-detail relationship.

57. Can we delete a user from our Salesforce org?

- You can deactivate a user in Salesforce but cannot delete it.

58. What is custom settings in Salesforce?

- Custom Settings are like custom objects as they are utilized to generate customized sets of
data.

It can be linked with an organization, profile, or an individual user. To manage accessibility of

the custom setting, it can be designated as either public or protected.

59. What are different types of Custom settings in Salesforce?

- List Custom Settings and Hierarchy Custom Settings

60. Explain validation rules in Salesforce?

- Validation rules are like a set of rules that check if the information entered by you into the
record meets certain standards. These rules make sure that the information is correct before it
can be saved.

61. What is Cascade delete in Salesforce?

- When a parent record is deleted its associated child record also gets deleted.

62. Explain queue in Salesforce?

- Salesforce Queues comprise of records that are unowned. Any user with access to the queue
can review all the records within it and take ownership of the ones they choose.

The purpose of queues in Salesforce is to facilitate the allocation, distribution, and

prioritization of records to teams that share work responsibilities.

Records can be added to the Queue manually by changing the record’s owner

63. What are public groups in Salesforce?

- Public groups serve the function of allocating resources or items to a collective that is
intended to be accessible and utilized by all members of an organization.
64. What is Future Annotation in apex?

- Future annotation is used when we want to execute an apex method asynchronously in

Salesforce.

65. What is static resource in Salesforce?

- Static resources are useful for storing and uploading various types of files, such as images,
documents, zip files, JavaScript files, and CSS files. The storage capacity for static resources
is limited to 250MB.

66. Can we trigger time dependent flows?

- Yes, scheduled Flows can be used to perform this task.

67. What are sharing rules?

- Sharing rules help user to share records based on certain conditions.

68. What are different types of sharing rules?

- The two types of Sharing rules are:

• Owner-based sharing rules

• Criteria-based sharing rules
- In owner-based sharing rules

69. What are different types of classic email templates in Salesforce?

- Text, HTML with LetterHead, Custom and VisualForce

70. What is custom metadata types in Salesforce?

- Custom Metadata Types in Salesforce resemble custom objects, but they are designated with
a different API namespace suffix, namely " mdt".

These types of metadata store records in a memory cache, resulting in faster data retrieval
when executing a query.

71. Explain the methods of Batch Apex Class?

- Each batch has three methods to be implement. These are start(), execute() and finish().
The start method is the first one that runs at the beginning of the job. Its purpose is to gather
the records or objects that need to be processed by the execute method.

The execute method gets executed for every set of records that are passed to it. Its main
function is to handle all necessary processing for each group of data.

The finish method is used for carrying out post-processing tasks, such as sending
confirmation emails or running additional operations after all batches have been processed.
This method is called once all batches have been completed.

72. What is deployment in Salesforce?

- Framework for migrating changes (no-code and coded) from one sandbox to another is
known as Deployment.

73. Name some tools that can be used for deployment in Salesforce?

- Gearset, Ant migration tool, Copado and Flosum.

74. What is the difference between freeze user and deactivate user in Salesforce?

- When a user is frozen in Salesforce, their access to the Salesforce organization is restricted
while their Salesforce license is still assigned to them.

On the other hand, apart from restricting the access to the org, deactivating a user in
Salesforce makes their license available for assigning to another user.

75. What are Permission sets?

- A permission set is a collection of settings and permissions that has been assigned to the user
to extend its access in the Salesforce org.

76. What are debug logs in Salesforce?

- Debug logs are system log that keep track of data on how procedures are carried out on the
Salesforce platform. It can provide information about any exceptions or failures that take
place during the execution.

77. What is the minimum test coverage required for deploying a class?

- 75%
78. What is @isTest annotation in Apex test class?

- By adding this annotation, a class is marked as a test class and granted the ability to execute
within the Salesforce testing framework.

79. What is Flow Builder?

- Flow builder is user interface used for building Flows in Salesforce. It consists of three main
components namely Canvas, Toolbox and Button bar.

80. What are Change sets in Salesforce?

- Change sets are used to the migrate customizations from one Salesforce instance to another.
There are two types of change sets, outbound change set and inbound change set.

81. What are different Salesforce editions?

- Essential Edition, Professional Edition, Enterprise Edition,

Unlimited Edition, Performance Edition, Personal Edition, Contact Manage Edition and
Developers Edition.

82. What is Global Picklist Value Set?

- The Global picklist value set are reusable set of picklist values which can be used in multiple
custom picklist fields across multiple objects.

83. What is Field tracking in Salesforce?

- Using field tracking it is possible to monitor changes made to particular fields and any
related record fields.

84. What are different security levels in Salesforce?

- Organization level, Object level, Field level and Record level security.

85. What type of relationship exists between an Account and a Contact?

- Lookup relationship, although these standard objects do not have a Master-Detail

Relationship, they behave similarly because the way records are accessed for Contacts
can be controlled by their parent records.
86. What Salesforce feature would restrict users from logging in outside of
specific hours?

- Login hours Salesforce feature prevents login outside the specific hours.

87. What is Joined Report in Salesforce?

- In Salesforce, a Joined Report merges multiple reports of different types into a single view,
creating a comprehensive data view that appears like a single report.

88. How can you navigate to different Salesforce applications?

- Using App Launcher, we can find different Salesforce applications present in our Salesforce
org.

89. What are different levels of data access in Salesforce?

- Organization wide default, Object level, record level and field level security.

90. What is Inline editing in Salesforce?

- Inline editing is a feature that lets you modify a field's value without opening the record.
You can edit a record from various places such as list view or report, without needing to
navigate to the record page.

91. What is Manual Sharing?

- Manual sharing in Salesforce is a way to share the record with the users using share button
on the record.

92. Is it possible to restrict permission for users using permission set?

- No, permission sets are always used to extend the permissions and not to restrict
them.

93. What is OWD settings?

- OWD stands for Organization Wide Defaults which defines the baseline access for a
Salesforce record.
94. Can we delete standard profiles in Salesforce?

- No, we cannot delete standard Salesforce profiles, but we can modify certain fields on the
standard profiles.

95. How many components can be added to a Salesforce dashboard?

- Each dashboard can have upto 20 components.

96. How many fields can be added to each custom report type?

- 1,000 fields can be added.

97. What is multi-tenant architecture of Salesforce?

- Multi-tenant architecture refers to a design approach where multiple users access to

one instance of the system.

98. What is App Exchange?

- AppExchange is a marketplace for Salesforce applications which can be used to extend the
Salesforce implementation. There are many free and paid apps available in app exchange.

99. What is manage package in Salesforce?

- A managed package is a collection of pre-built components such as custom objects, fields,

workflows, and Apex code.

The package creator can control the level of access and permissions for each component in
the package, including which objects, fields, and Apex classes are visible and editable by
users in the org where the package is installed.

100. How to configure to receive error emails while debugging a Salesforce Flow?

- Setup >> Process Automation >> Process Automation settings >> Send Process or Flow
Error Email to

101. How to store error message using fault connector to display to the user?

- Using {!$Flow.FaultMessage} on a Screen flow component.