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Salesforce Business Analyst
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Cvent Salesforce Business Analyst Interview Questions and Answers

Updated 5 Feb 2024

Q1. How do you identify if the automation failed is Apex error

Ans.

Check debug logs for Apex error messages

  • Review debug logs to identify any Apex error messages

  • Check the error message for the line number and class name

  • Use the Developer Console to view the debug logs

  • Consider implementing error handling and notifications for Apex errors

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Q2. How many types of notifications options does Salesforce profile and In order to avoid a user to bombard notifications, what is a work-around you prefer

Ans.

Salesforce profile has 3 types of notifications. A work-around to avoid bombardment is to customize notification settings.

  • Salesforce profile has 3 types of notifications: In-App, Email, and Chatter

  • To avoid bombardment, customize notification settings based on user preferences

  • For example, users can choose to receive notifications only for important events or from specific groups

  • Another work-around is to use automation tools like Process Builder to limit the number of notificat...read more

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Q3. How do you prefer to do testing for any business use cases

Ans.

I prefer to do testing by creating test cases based on the business requirements and executing them systematically.

  • Create test cases based on business requirements

  • Execute test cases systematically

  • Use automation tools for repetitive tests

  • Perform regression testing after changes

  • Collaborate with stakeholders for feedback

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Q4. Difference between workflow, process builder and flows

Ans.

Workflow, Process Builder, and Flows are automation tools in Salesforce, but differ in their capabilities and use cases.

  • Workflow is a simple automation tool that allows you to automate standard internal procedures and processes to save time and ensure consistency.

  • Process Builder is a more advanced automation tool that allows you to create complex, multi-step processes with advanced logic and branching.

  • Flows are similar to Process Builder, but are designed to be more user-frie...read more

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Q5. Difference between profile, permission set

Ans.

Profiles define a user's access to objects and fields, while permission sets grant additional permissions to users.

  • Profiles are assigned to users and define their access to objects and fields.

  • Permission sets are used to grant additional permissions to users beyond their profile.

  • Profiles are used to control access to standard objects, while permission sets are used for custom objects.

  • Multiple permission sets can be assigned to a user, but only one profile can be assigned.

  • Profi...read more

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Q6. Sequence of execution in Salesforce

Ans.

Sequence of execution in Salesforce determines the order in which various operations are executed.

  • Triggers

  • Validation rules

  • Before triggers

  • Custom validation

  • After triggers

  • Assignment rules

  • Auto-response rules

  • Workflow rules

  • Escalation rules

  • Processes

  • Post-commit logic

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Q7. Ways of sharing record

Ans.

Ways to share records in Salesforce

  • Sharing rules

  • Manual sharing

  • Role hierarchy

  • Public groups

  • Team sharing

  • Apex sharing

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