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Top Salesforce Interview Questions and Answers for 2023

Top 100+ latest, tricky and scenario based Salesforce Interview Questions and Answers for 2023.

Table of Contents

1. Salesforce Admin Interview Questions

Admin Q1. What is Salesforce?

Salesforce, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management software and applications focused on sales, customer service, marketing automation, analytics, and application development

Admin Q2. What is a Salesforce Release?

A Salesforce Release is how Salesforce delivers new features and functionality to our customers. They occur three times per year (Spring, Summer, and Winter), and new features are often based on input from the Trailblazer Community via a prioritization process.

Admin Q3. Explain Salesforce Editions.

Salesforce offers bundles of features and services, each geared toward specific business needs. These bundles, called editions.

List of editions offered by Salesforce:

  • Essentials
  • Professional
  • Enterprise
  • Unlimited
  • Developer

Admin Q4. What is an App in Salesforce?

An App is a collection of items that work together to serve a particular function. You can find available Apps in your Org in the App Launcher.

Salesforce App Launcher

Admin Q5. What are Objects in Salesforce?

Salesforce objects are database tables that permit you to store the data specific to an organization. Salesforce supports several different types of objects such as:

  • Standard objects
  • Custom objects
  • External objects
  • Platform events
  • BigObject

Admin Q6. What is Approval Process?

An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process.

Admin Q7. What is a Report?

A report is a list of records that meet the criteria you define. It’s displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart.

Report is stored in a folder. Folders can be public, hidden, or shared, and can be set to read-only or read/write. You control who has access to the contents of the folder based on roles, permissions, public groups, and license types. You can make a folder available to your entire organization, or make it private so that only the owner has access.

Admin Q8. What is a Dashboard?

A dashboard is a visual display of key metrics and trends for records in your org. For each dashboard component, there is a single underlying report. 

Dashboards are stored in folders, which control who has access. If you have access to a folder, you can view its dashboards. However, to view the dashboard components, you need access to the underlying reports as well. You can also follow a dashboard in Chatter to get updates about the dashboard posted to your feed.

Admin Q9. What is a Report Type?

A Report Type determines which fields and records are available for use when creating a report. This is based on the relationships between a primary object and its related objects. For example, with the ‘Opportunities and Accounts’ report type, ‘Opportunity’ is the primary object and ‘Accounts’ is the related object.

Reports display only records that meet the criteria defined in the report type. Out of the box, Salesforce provides a set of predefined standard report types. You can also create custom report types.

Admin Q10. Explain different Report formats available in Salesforce.

Salesforce provides four report formats:

  • Tabular Report: Default format, consist simply of an ordered set of fields in columns, with each matching record listed in a row.
  • Summary Report: Allow users to group rows of data, view subtotals, and create charts.
  • Matrix Report: Allow users to group records both by row and by column and provide the most detailed view of our data. Like summary reports, matrix reports can have graphs and be used in dashboards.
  • Joined Report: Allow users to create different views of data from multiple report types. In a joined report, data is organized in blocks. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. You can add a chart to a joined report.

Q11. What is Automation?

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2. Salesforce Developer Interview Questions

Developer Q1. What is Object Relationship in Salesforce?

Object relationships are used to link objects in Salesforce. You can define different types of relationships by creating custom relationship fields on an object.

Salesforce Supports following types of relationships:

  • Master-detail – master record controls certain behaviors of the detail record
  • Many-to-many – allows each record of one object to be linked to multiple records from another object and vice versa
  • Lookup – links two objects together similar to master-detail relationships, except they don’t support sharing or roll-up summary fields
  • External lookup – links a child standard, custom, or external object to a parent external object
  • Indirect lookup – links a child external object to a parent standard or custom object
  • Hierarchical – available for only the user object. It lets users use a lookup field to associate one user with another that does not directly or indirectly refer to itself

Developer Q2. Explain different types of Orgs in Salesforce.

Various types of Orgs available in Salesforce are:

  • Production org – An org that has live users accessing your data
  • Developer org – An org created with a Developer Edition account
  • Sandbox org – An org created on your production org that is a copy of your production org used for development and testing. Salesforce offers following types of Sandboxes
    • Developer Sandbox – Can be refreshed once per day and provides 200 MB storage, only metadata is copied
    • Developer Pro Sandbox – Can be refreshed once per day and provides 1 GB storage, only metadata is copied
    • Partial Copy Sandbox – Can be refreshed once every 5 days and provides 5 GB storage, metadata and sample data is copied
    • Full Copy Sandbox – Can be refreshed once every 29 days and provides storage as your production org, metadata and all data is copied

Developer Q3. What is an Apex Class?

An Apex class is a template or blueprint from which Apex objects are created. Classes consist of other classes, user-defined methods, variables, exception types, and static initialization code.

// Apex Class Syntax

public class MyClassName {
    // variables
    // methods

Developer Q4. What is an sObject?

Every record in Salesforce is natively represented as an sObject in Apex. Standard and custom object records in Salesforce map to their sObject types in Apex. The names of sObjects correspond to the API names of the corresponding standard or custom objects. Similarly, the names of sObject fields correspond to the API names of the corresponding fields.

// sObject creation syntax
Account myAccount = new Account(Name = 'Forcepective'); 

Account myAccount = new Account();
myAccount.Name = 'Forcepective'; 

Developer Q5. What are DML Statements?

Data Manipulation Language (DML) statements are used to create and modify records in Salesforce. Each DML statement accepts either a single sObject or a list (or array) of sObjects. Operating on a list of sObjects is a more efficient and recommended way for processing records. Following DML statements are available in Apex:

  • insert – creates one or more sObject records
  • update – updates one or more sObject records using ID
  • upsert – creates new records and updates sObject records within a single statement, using a specified field to determine the presence of existing objects, or the ID field if no field is specified
  • delete – delete one or more sObject records using ID
  • undelete – restores one or more existing sObject records
  • merge – merges up to three records of the same sObject type into one of the records, deleting the others, and re-parenting any related records.

Developer Q6. What is Visualforce?

Visualforce is a framework that allows developers to build sophisticated, custom user interfaces that can be hosted natively on the Lightning platform. The Visualforce framework includes a tag-based markup language, similar to HTML, and a set of server-side “standard controllers” that make basic database operations, such as queries and saves, very simple to perform.

Developers can use Visualforce to create a Visualforce page definition. A page definition consists of two primary elements:

  • Visualforce markup – markup consists of Visualforce tags, HTML, JavaScript, or any other Web-enabled code embedded within a single <apex:page> tag. The markup defines the user interface components that should be included on the page, and the way they should appear.
  • A Visualforce controller – a set of instructions that specify what happens when a user interacts with the components specified in associated Visualforce markup, such as when a user clicks a button or link. Controllers also provide access to the data that should be displayed in a page, and can modify component behavior.

Developer Q7. Where can Visualforce pages be used?

Visualforce pages can be used to:

  • Override standard buttons, such as the New button for accounts, or the Edit button for contacts
  • Override tab overview pages, such as the Accounts tab home page
  • Define custom tabs
  • Embed components in detail page layouts
  • Create dashboard components or custom help pages
  • Customize, extend, or integrate the sidebars in the Salesforce console (custom console components)
  • Add navigation menu items and actions in the Salesforce mobile app

Developer Q8. What is SAML?

SAML (Security Assertion Markup Language) is an open-standard XML based authentication protocol. Salesforce uses SAML for single sign-on (SSO) into a Salesforce org from a third-party identity provider. You can also use SAML to automatically create user accounts with Just-in-Time (JIT) user provisioning.

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3. Salesforce Lightning Interview Questions

Lightning Q1. What is Salesforce Lightning?

Lightning includes the Lightning Component Framework and a collection of tools for developers such as:

  • Lightning components – Develop reusable components
  • Lightning App Builder – Build Lightning Pages with Click not Code
  • Experience Builder – Build Communities with Click not Code

Lightning Q2. What is Lightning Component Framework?

The Lightning Component framework is a UI framework for developing web apps for mobile and desktop devices. It’s a modern framework for building single-page applications with dynamic, responsive user interfaces for Lightning Platform apps. It uses JavaScript on the client side and Apex on the server side. Salesforce supports two types of Lightning Component Frameworks:

  • Aura Components
  • Lightning Web Components

Lightning Q3. What are Lightning Web Components (LWC)?

Lightning Web Components (LWC) is a new programming model for building Lightning components. It leverages the latest web standards, can coexist and interoperate with the original Aura programming model, and delivers better performance as compared to Aura Components. LWC leverages custom elements, templates, shadow DOM, decorators, modules, and other new language constructs available in ECMAScript 7 and beyond. Lightning Web Components provides a layer of specialized Salesforce services on top of the core stack, including:

  • The Base Lightning Components, a set of over 70 UI components all built as custom elements.
  • The Lightning Data Service which provides declarative access to Salesforce data and metadata, data caching, and data synchronization.
  • The User Interface API, the underlying service that makes Base Lightning Components and the Lightning Data Service metadata aware, leading to substantial productivity gains.

Lightning Q4. What are the key component of a LWC?

LWC consists of a JavaScript file, an HTML file, and optionally a CSS file. A component needs a folder and its files with the same name.

HTML –  provides the structure for your component. (Filename: firstApp.html)

    <input value={welcomeMessage}></input>

JavaScript – defines the core business logic and event handling. (Filename: firstApp.js)

import { LightningElement } from 'lwc';
export default class firstApp extends LightningElement {
  welcomeMessage = 'Welcome to Forcepective!';

CSS – provides the look, feel, and animation for your component. (Filename: firstApp.css)

input {
   color: orange;

Lightning Q5. What are Lifecycle Hooks in LWC?

Lightning Web Components provides methods that allow you to “hook” your code up to critical events in a component’s lifecycle. These events include when a component is:

  • Created
  • Added to the DOM
  • Rendered in the browser
  • Encountering errors
  • Removed from the DOM

You can respond to any of these lifecycle events using callback methods. For example, the connectedCallback() is invoked when a component is inserted into the DOM. The disconnectedCallback() is invoked when a component is removed from the DOM.

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4. Salesforce Sales Cloud Interview Questions

Sales Cloud is the sales automation software available as part of Salesforce CRM. Some of the key features of Sales Cloud are:

Sales Cloud Q1. What is Salesforce Sales Cloud?

  • Lead Management – Track your leads from click to close, while continually optimising your campaigns across every channel.
  • Account and Contact Management – Have a complete view of your customers, including activity history, key contacts, customer communications, and internal account discussions.
  • Opportunity Management – Get a complete view of your team’s deals, see stage, products, competition, quotes, and more. 
  • Pipeline and Forecast Management – Keep a real-time view into the health of your business. Stay up to speed on your team’s pipeline. Improve forecast accuracy. 

Sales Cloud Q2. What are Leads?

Leads are people who are interested in your product and service. Leads are your prospects who’ve expressed interest in your product, but you haven’t yet qualified to buy.

Sales Cloud Q3. What are Opportunities?

Opportunities are deals in progress. Opportunity records track details about deals, including which accounts they’re for, who the players are, and the amount of potential sales.

Sales Cloud Q4. What are Products?

Products are a base catalog of all the items and services you sell and their standard prices.

Sales Cloud Q5. What are Price Books?

 Price books track the prices of products and services that your company offers to customers. Price Books let you create a custom collection of products with associated list prices for specific uses.

  • The Standard Price Book is the master list of all your products and their default standard prices. Salesforce creates the standard price book when you start creating product records. It includes all your products and their standard prices regardless of any custom price books that include those products.
  • A Custom Price Book is a separate list of products with custom prices, called list prices. Custom price books are ideal for offering products at different prices to different market segments, regions, or other subsets of your customers. Create a separate price book for each set of customers that you want to address.

price book entry is a product with its price as listed in a price book. Each price book entry specifies a currency for the price.

  • Standard Price Book Entries are the default (standard) prices for the products and services in the standard price book. When you create a product record, Salesforce creates a standard price book entry. You can mark the standard price book entry as active or inactive, depending, for example, on whether you intend to start selling the product right away.
  • Custom Price Book entries are the custom (list) prices for the products and services in your custom price books. Custom price book entries can be created only for products with active standard price book entries.

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5. Salesforce Service Cloud Interview Questions

Service Cloud Q1. What is Service Cloud?

Service Cloud is the customer service and support application from Salesforce. Service cloud can help you deliver personalized support to your customers by email (email to case), Phone (CTI Integration), Social Media (Social Service), Chat (Live Chat), Experience Cloud Sites and more.

Service Cloud Q2. What is a Case?

A case is a question, feedback, or issue reported by your customer. Cases can be assigned to queues to be taken up for resolution by Support Agents.

Service Cloud Q3. What is a Case Team?

A case team is a group of people that work together to solve cases. For example, a case team to fix internet connection can include support agents, field technicians.

Case Team members are assigned Case Team Roles which determines team members level of access to cases.

Service Cloud Q3. What is the Service Console?

Service Console is a Service Cloud feature used by Service Agents to get a personalized view of each customer and their case.

Salesforce Interview Questions & Answers Service Console
Service Console

Some of the key features of Service Console are:

  1. Split View – You can see a list of cases alongside your workspace to quickly work through incoming customer issues.
  2. Related record and related list – You can see information related to a customer.
  3. Highlights panel – You can see key information about the case.
  4. Case Feed – You can see case history at a glance.
  5. Related – You can see records related to the case.
  6. Utility Bar – You can make productivity tools easily available to Agents.

Service Cloud Q4. What is the Support Process?

Support Process is used to streamline case creation and resolution. Support process is used to assign Status values for cases for a particular record type. For Example, different departments in a company can use different Status values for Cases. In order to achieve this you will have to create two record types and two support processes with different Status values as required by the department.

Service Cloud Q5. What are Case Assignment Rules?

Assignment Rules are used to automatically assign incoming cases to specific agents based on a predefined criteria so that cases are assigned to Agents with the right skill to resolve the cases quickly.

Salesforce Interview Questions & Answers Assignment Rules
Case Assignment Rule
  1. Order – Determines the order in which Case Assignment Rules will be applied.
  2. Criteria – Criteria to be used for Case Assignment.
  3. Assign To – User or Queue who should be assigned the Case is Assignment Criteria are met.

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6. Vlocity Interview Questions

Vlocity Q1. What is Vlocity?

Vlocity offers industry specific solutions built natively & additively on Salesforce Platform.

Vlocity offers industry specific solutions for Insurance, Healthcare, Communications, Media & Entertainment, Energy & Utilities and Government.

After being acquired by Salesforce, Vlocity is now part of Salesforce Industries.

Vlocity Q2. What is OmniStudio?

OmniStudio is a set of drag and drop configuration tools to quickly develop and deploy Industry applications.

OmniStudio Architecture consists of three layers:

  1. The Digital Experience Layer
    1. FlexCards: display contextual information and actions
    2. OmniScripts: guided path to complete a business process
  2. The Service Management Layer
    1. DataRaptors: services for retrieving, transforming, and updating data
    2. Integration Procedures: execute multiple actions in a single server call
  3. The Developer Experience Layer
    1. IDX Build Tool: Command-line tool to  packages and migrates OmniStudio Datapacks
    2. IDX Workbench: Desktop application that enables developers to migrate Datapacks and Salesforce metadata

Vlocity Q3. What are FlexCards?

FlexCards summarize basic information at a glance, display detailed information on demand, and provide quick access to common tasks that are context-relevant. For example, in a call center scenario, when a call center agent interacts with a customer over the phone, the agent views the customer’s information and launches guided processes from the FlexCard during the call.

Key capabilities of Flex Cards:

  • FlexCards summarize Contextual Information at a glance.
  • FlexCards are the beginning and ending points for customer transactions.
  • Design FlexCards to ensure they meet customer requirements/needs. 
  • FlexCards can be viewed on Any Device or Channel such as Adobe Experience Manager, or inside a custom web container, like Heroku.
  • A FlexCard can display a combination of internal information from Salesforce and external information from a website or a third-party legacy system.
  • You can Quickly Build FlexCards Using Drag-and-Drop Elements in FlexCard Designer.
  • The FlexCard Designer includes a WYSIWYG editor that lets you control FlexCard layout and style without needing templates.
  • FlexCards can be embedded in Other FlexCards or an LWC OmniScript.
  • FlexCards can be used to display details on demand with Flyouts.
  • FlexCard elements can also be displayed conditionally.

Vlocity Q4. What is an OmniScript?

An OmniScript gives customers a guided path for completing a business process and serves as a configurable way of creating a seamless customer experience.

For example, consider if a customer wants to:

  • View and update their contact information, which is stored in Salesforce.
  • View their service plan, which is stored in a legacy database.
  • View their bill, which is stored in a billing system; choose to pay it; and select a specific way to pay it.

Vlocity Q5. What is a DataRaptor?

A DataRaptor is a mapping tool that enables you to read, transform, and write Salesforce data. There are four types of DataRaptor:

  1. DataRaptor Extract – Gets data from one or more Salesforce Object
  2. DataRaptor Load – Saves data to one or more Salesforce Objects
  3. DataRaptor Transform – Manipulates any data that comes from inside or outside Salesforce
  4. DataRaptor Turbo Extract – Gets data from a single Salesforce Object

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7. Salesforce Integration Interview Questions

Integration Q1. What is an Integration Pattern?

Integration Pattern is a standardized method for Integrating systems. It identifies how systems (including their components and services) interact as part of an Integration Solution Design. Integration Pattern describes a proven way to evaluate and solve Integration problems without reinventing the wheel.

Four types of Integration Patterns:

  • Point to Point Integration – Multiple systems connected directly with each other.
  • Hub & Spoke Integration – Systems are integrated to a central Hub.
  • API Gateway Integration – Serves as a single point of entry for specific apps that want to access a given API.
  • Event-Driven Architecture Integration – Publish and Subscribe model supports asynschronous integration.

Integration Q2. What is Change Data Capture?

Change Data Capture is a streaming product that enables you to integrate your Salesforce data with external systems. With Change Data Capture, you can receive changes of Salesforce records in real time and synchronize corresponding records in an external data store. Change Data Capture publishes events for changes in Salesforce records corresponding to create, update, delete, and undelete operations.

Integration Q3. What is Analytics API?

The Analytics REST API is based on the Chatter REST API. It is used to programmatically access Analytics features such as datasets, dashboards and lenses.

Integration Q4. What is Metadata API?

Metadata API is used to retrieve, deploy, create, update or delete customization information, such as custom object definitions and page layouts in Salesforce Org.  Applications built using Metadata API can be used to move Metadata between orgs or local repositories. You can access Metadata PI using Ant Migration Tool or Salesforce Extensions for Visual Studio Code.

Integration Q5. What is the Tooling API?

Tooling API is used to build custom development tools or apps for Salesforce Platform. It allows you to retrieve smaller pieces of Metadata making it a good fit for developing interactive  applications.

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8. Salesforce CPQ Interview Questions

CPQ Q1. What is CPQ?

CPQ stands for Configure, Price, Quote.

  • Configure – configure Product Bundles, Eligibility, Availability
  • Price – perform automatic Price Calculations, apply discounts, perform approvals
  • Quote – manage Quote Lifecycle, create proposal documents, convert Quote to Orders

CPQ Q2. What are Product Rules in Salesforce CPQ?

Product Rules in Salesforce CPQ ensures that the correct Product is displayed to the user. There are four kinds of Product Rules:

  • Validation Rules – Confirms that a quote’s product combinations or quote line field values match predetermined conditions
  • Selection Rules – Automatically adds, removes, hides, enables, or disables options in a bundle
  • Filter Rules – Prefilters the products available to add to a bundle
  • Alert Rules – Guides and informs through messages during configuration or pricing

CPQ Q3. What are Price Rules in Salesforce CPQ?

Price rules in Salesforce CPQ automate price calculations and update the quote line fields. Price Rules contain price conditions to calculate accurate price during the Quoting process.

Price rules inject a static value, field value, or summary variable into a quote or quote line field. For example, create a price rule so that the quantity of maintenance kits in your quote is always twice the quantity of that quote’s printers. When a customer changes the printer quantity and saves the quote, Salesforce CPQ activates the price rule and updates the maintenance kit quantity.

Price rules can target the configurator or the quote line editor’s calculator. If you target the calculator, you can set the Calculator Evaluation Event field to apply the price rule:

  • Before calculation
  • After calculation
  • During calculation
  • Or during any combination of the above three

CPQ Q4. What are Product Bundles in Salesforce CPQ?

Product bundles are products with optional features or components that you want to include on a single quote line.

A bundle product contains several records.

  • A bundle parent: The parent product is the bundle itself.
  • Options: These products in the bundle contribute to the bundle price. You can consider these children of the bundle parent. An option doesn’t contribute to the bundle price if you select its Bundled checkbox.
  • Features: A feature is a group of options. You can use the Min Options and Max Options fields to define selection restrictions for objects in the same feature, such as “pick one or more” or “pick 3 of 5.”
  • Option constraints: Use constraints to control how users select options together.
  • Configuration attribute: A field and picklist shown above or below the list of product options. This field targets all options containing the same field and applies its value to all those fields.

First, choose a product to represent your parent, and at least one product to represent a bundle option. After you create your options, features, and constraints, associate them to the parent via related lists on the parent product record.

CPQ Q5. What are Summary Variables?

Summary Variables (Sum, Average, Min, Max, Count) summarize number field information about products into a single object called a summary variable. You can reference a summary variable in price conditions, price actions, product rule error conditions, quote term conditions, and other summary variables.

Summary variables can be referenced in:

  • Price Rules – Use a summary variable as a tested variable or filter variable in a price condition.Use a summary variable as a price action’s source variable to update quote and quote line fields.
  • Product Rules – Use a summary variable as a tested variable or filter variable.
  • Quote Terms – Use a summary variable as a tested variable.
  • Summary Variable – Reference a summary variable in another summary variable’s Variable Element field. You can take the results of your aggregate function and perform another operation on them using the composite operator and the variable element.

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9. Salesforce Field Service Interview Questions

Field Service Q1. What is Field Service Management?

Field Service Management (FSM) refers to the management of a company’s resources employed at or en route to the property of clients, rather than on company property. Examples include locating vehicles, managing worker activity, scheduling and dispatching work, ensuring driver safety, and integrating the management of such activities with inventory, billing, accounting and other back-office systems.

Field Service Q2. What are the key Field Service Roles?

 In Field service, there are generally four roles administrators, agents, dispatchers, and mobile workers, or people who make service calls.

AdministratorSets up field service features according to their unique business needs. Set up includes installing the Field Service managed package and Field Service mobile app
AgentTakes customer service calls and requests field service appointments via work orders, which list the skills and parts that are needed
DispatcherAssigns and manages the service appointments. The dispatcher console included in the managed package helps dispatchers schedule, optimize, and dispatch service appointments from one screen
Mobile Worker or TechnicianManages their service appointments. Their tasks include closing work orders, tracking the parts they used, and providing service reports

Field Service Q3. What are the key elements of Salesforce Field Service?

The the key parts of Field Service are:

  1. Core Field Service – When you enable Field Service in your organization, admins and agents can:
    • Set operating hours, skill sets, and standard appointment requirements unique to your organization
    • Enable the Salesforce app to provide mobile access to your mobile workforce
    • Track inventory and van stock so your mobile workforce has what they need when they’re at a customer site
    • Report and analyze field service data
    • Plan, perform, and track all your field service work, from installations to repairs and maintenance
  2. Field Service Managed Package – When the managed package is installed, dispatchers can:
    • Optimize the schedule according to your organization’s scheduling policies
    • Get a bird’s-eye view of appointment lists, scheduling actions, a resource availability chart, and an interactive map in the dispatcher console
    • Integrate and maintain scheduling policies, global actions, sharing tools, and optimization rules with the administration app
  3. Field Service Mobile App – The Field Service mobile app is available for free on the App Store and Google Play. Mobile workers using the app can:
    • View their appointment schedule
    • Use Salesforce data to check on work orders, reach contacts, and verify addresses
    • Create and edit records to log work and create follow-up appointments
    • Use Chatter to collaborate with other mobile workers, managers, and dispatchers
    • Track updates with push notifications
    • View Knowledge articles to complete tricky tasks
    • Track van stock and inventory consumed to complete jobs

Field Service Q4. What are Service Territories?

Service territories typically represent geographical areas where your field service team works. Service territories are created from Guided Setup or from the Service Territories tab. Depending on how your business works, you may decide to create territories based on cities, counties, or other factors. If you plan to build out a hierarchy of service territories, create the highest-level territories first. Service territory hierarchies can contain up to 10,000 territories.

Field Service Q5. What are Service Resources?

Service resources are individual users or groups of users (known as service crews) who can perform field service work. Service Resources are assigned Skills to indicate the resource’s areas of expertise. Service Resources are assigned to Service Territories.

Service Territories which can be:

  • Primary: (One territory) Where the resource works most often—for instance, near their home base
  • Secondary: (One or more territories) Where they can be assigned to appointments if needed. Secondary territory membership dates can overlap
  • Relocation: (One or more territories) Represents a temporary move

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10. Salesforce B2B Commerce Interview Questions

B2B Commerce Q1. What is Salesforce B2B Commerce?

B2B Commerce, short for Business-to-Business Commerce, is the sale of goods or services between businesses. Salesforce B2B Commerce formerly known as CloudCraze is built on the Salesforce platform. Admins can use Lightning Experience functionality to define buyer experiences, including search, carts, checkouts, and more. Admins and managers can import commerce data for accounts, products, price books, and entitlements using Data Loader or Data Import Wizard. They can also create, set up, and localize stores. Buyer managers can manage other buyer accounts. Store managers can update products verify their store’s settings from the Commerce app.

B2B Commerce Q2. What is a Buyer Account?

A buyer account gives a user purchasing access to a store. The account is associated with B2B entities, like price books and entitlements, that define the Buyer Account behavior of the account. A buyer account is a customer account that’s enabled as a buyer and added to a buyer group.

You can enable a buyer to buy for an external account. An external account is an account other than the account for which the buyer is a contact. When shopping in a B2B store, the buyer sees an option to Switch Accounts in the user profile menu. When they select the Switch Accounts option, the buyer sees a list of the external accounts they have access to. The buyer can select one of the external accounts and buy on behalf of that account.

B2B Commerce Q3. What is a Buyer Group?

A buyer group is a collection of buyer accounts that have common access to specific entitlements. A user’s access to stores, price books, and entitlements is determined by the buyer group that they are associated with. In order to be added to a buyer group, the user must be a contact on a buyer account.

B2B Commerce Q4. What is a Catalog?

Catalogs contain the hierarchical structure for categories that classify products in a store. To view products, you must associate a catalog with the store. You can associate only one catalog with a store.

B2B Commerce Q5. What are Categories?

Categories help organize products and make them easier to find. Categories can contain subcategories, up to five levels deep. Categories can belong to only one catalog. You can assign more than one category to a product.

Categories represent the top-level classification of the products that you sell, for example, furniture, tools, and garden. When you create categories, you get options for including or excluding a category from menus and for setting a category sort order. Sort order sets the order that a category or subcategory appears on the navigation menu and in filters.

Read More: Salesforce B2B Commerce Cloud (CloudCraze) Interview Questions

11. Salesforce Marketing Cloud Interview Questions

Marketing Cloud Q1. What is Salesforce Marketing Cloud?

Salesforce Marketing Cloud is an integrated customer engagement platform that enables you to deliver personalized customer engagement at scale on every channel, from email to web, mobile, social, and digital advertising.

Marketing Cloud Q2. What is an Audience in Salesforce Marketing Cloud?

An audience represents a collection of contacts that are grouped based on attributes that are used when they receive a message. An audience draws information from a sendable data extension. 

Marketing Cloud Q3. What is a Sender Profile?

Sender Profile captures the “From” details of the send, such as sender name and email address. Sender can be specified by choosing from a List of users or providing Name and Email. You can also specify Custom Reply Mail Management (RMM)

Marketing Cloud Q4. What is Delivery Profile?

Delivery Profile identifies “How” the message is deployed, in particular, which IP (if there is more than one) should be used for send. In a Delivery Profile you can specify:

  • IP address
  • Header
  • Footer

Marketing Cloud Q5. What is Send Classification?

Send Classification combines sender and delivery profiles and identifies the nature of the send. It consists of:

  • CNA-SPAM  Classification
  • Sender Profile
  • Delivery Profile
  • Send Priority

Read More: Salesforce Marketing Cloud Interview Questions

12. Salesforce Flow Interview Questions

Flow Q1. What is Salesforce Flow?

Salesforce Flow is an automation tool to collect data and perform actions in your Salesforce org or an external system. You can create Flows using Flow Builder.

Flow Q2. What are the different types of Salesforce Flows?

Salesforce provides three types of flows:

  1. Screen Flows – guide users through a business process, capture users input
  2. Autolaunched Flows – do not have any trigger and they run in the background.
    • Autolaunched Flow (No Trigger) – launches when invoked by Apex, processes, REST API and more
  3. Triggered Flows – autolaunched by a trigger you specify and they run in the background
    • Record-Triggered Flow – launches when a record is created, updated or deleted
    • Schedule-Triggered Flow – launches at a specified time and frequency for each record in a batch
    • Platform Event-Triggered Flow – launches when a platform message is received
Salesforce Flow Types
Salesforce Flows Available in a Developer Org

Flow Q3. What is Flow Builder?

Flow builder is the declarative user interface used to build flows. Flow builder interface consists of four parts:

  1. Toolbox – contains the elements and resources you use to build your flow.
  2. Canvas – the working area, where you build a flow by adding elements. 
  3. Layout Selection Picklist – select flow layout (Freeform or Auto-layout)
  4. Button Bar – buttons such as Save, Active Flow
Salesforce Flow Builder

Flow Q4. What is the difference between Salesforce Flow, Flow Builder and Flow?

  • Salesforce Flow—the product that encompasses building, managing, and running flows and processes.
  • Flow Builder—a point-and-click tool for building flows.
  • Flow—an application that automates a business process by collecting data and doing something in your Salesforce org or an external system.

Flow Q5. How can you define the run order of Record-Triggered Flows for an Object?

You can specify a trigger order value to determine the run order of before-save or after-save flows for the same object. When you save a before-save or after-save record-triggered flow, you can specify a trigger order value from 1 to 2,000. Flows with trigger order values from 1 to 1,000 will run in ascending order (1, 2, 3, and so on). Multiple flows with the same trigger order value run in alphabetical order based on the flows’ API names. Flows without trigger order values run next and in the order of their created dates. Flows with trigger order values from 1,001 to 2,000 run next and in ascending order. 

Read More: Salesforce Flow Interview Questions

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