20+ Salesforce Consultant Interview Questions and Answers

Interview questions for Salesforce Consultant

• Extract related object from parent object and vice versa using relationship fields

• Sharing rules control access to records based on criteria

• Flows automate business processes

• Permission sets grant additional permissions to users

• Frameworks like Apex and Lightning provide structure for development

• Role hierarchy determines access to records based on job function

• Plugins like Salesforce Inspector help with debugging

• Mandatory fields can be ...read more

Use trigger on Contact to update related Account fields

• Create a trigger on Contact object

• Query for related Account record using Contact's AccountId

• Update Account fields based on Contact field changes

To convert one to one relation to many to many relationship, create a junction object and establish relationships.

• Create a junction object to serve as the intermediary between the two objects.

• Create two lookup fields on the junction object, one for each object in the one to one relationship.

• Update the existing records to associate them with the junction object.

• Create new records in the junction object to establish the many to many relationship.

• Use junction object reports and ...read more

Use a trigger to send email to contacts when an account is updated

• Create a trigger on Account object

• Query for related contacts

• Send email to contacts using Apex email class

Different types of flows and how to add LWC components to flows

• Types of flows include autolaunched flows, screen flows, and scheduled flows

• To add LWC components to flows, use the 'lightning__FlowScreen' interface in the LWC component's meta file

• LWC components can be added to flows using the Lightning App Builder by dragging and dropping them onto the flow canvas

Batch Apex is used to process large amounts of data asynchronously in Salesforce.

• Batch Apex is used to handle large data volumes by breaking the processing into smaller chunks.

• It is implemented by writing a class that implements the Database.Batchable interface.

• Batch Apex has start, execute, and finish methods to control the batch processing.

• It has limitations such as a maximum of 50 million records processed per batch job.

• Batch Apex can be scheduled to run at specific times ...read more

Page layouts can be shown based on user location by using Salesforce's record types and page layout assignment rules.

• Create multiple record types for the object

• Assign different page layouts to each record type

• Create page layout assignment rules based on user location

• Specify the criteria for each rule, such as user's country or region

• Assign the appropriate page layout to each rule

Trigger to create contact when account is created

• Create an after insert trigger on Account object

• Check if the trigger is fired due to account creation

• Create a new contact record with necessary fields filled in

Lightning flows are declarative automation tools in Salesforce that allow users to design and automate business processes.

• Lightning flows are used to automate business processes by guiding users through a series of screens or steps.

• There are two types of Lightning flows: Screen Flows and Auto-launched Flows.

• Screen Flows are interactive flows that guide users through a series of screens to collect and display information.

• Auto-launched Flows are flows that run in the background...read more

A decorator is a design pattern in Salesforce that allows you to add behavior to objects dynamically.

• Decorators are used to modify the behavior of objects at runtime without changing their actual code

• They are commonly used in Salesforce to extend the functionality of standard objects or fields

• Decorators can be used to add validation rules, trigger logic, or custom UI components to Salesforce objects

Use a trigger to update one field to another on account record before insert

• Create a before insert trigger on Account object

• Write code to update the field value before the record is inserted

• Use trigger.new to access the records being inserted

A trigger is a piece of code that executes before or after a record is inserted, updated, or deleted in Salesforce. Batch Apex is used to process large amounts of data asynchronously.

• Triggers are written in Apex and are used to perform custom actions before or after records are inserted, updated, or deleted.

• Batch Apex is used to process large amounts of data by breaking it into smaller chunks for processing.

• Example of a trigger: Trigger on Account object that updates a relate...read more

To check security through Apex, use System.runAs() to run code with different user contexts.

• Use System.runAs() to execute code as a specific user

• Check user permissions using the UserRecordAccess object

• Verify field-level security using the Schema.DescribeFieldResult class

• Use the Security.stripInaccessible() method to remove inaccessible records from query results

Types of triggers in Salesforce include before triggers, after triggers, and future triggers.

• Before triggers are used to update or validate record values before they are saved to the database.

• After triggers are used to access field values that are set by the system (such as a record's ID) and to affect changes in other records.

• Future triggers are used to perform operations asynchronously, such as sending email notifications or updating related records.

• Examples: before insert ...read more

Batch Apex to move attachments to files

• Create a Batch Apex class that implements the Database.Batchable interface

• In the start method, query for all attachments that need to be moved

• In the execute method, loop through the attachments and create corresponding files

• In the finish method, delete the attachments that have been successfully moved

Code for Parent to child trigger in Salesforce

• Create a trigger on the parent object

• Query the child records related to the parent

• Perform necessary operations on the child records

Sharing rules are used to extend sharing access to users in Salesforce beyond the organization-wide defaults.

• Sharing rules are used to grant access to records that a user does not own.

• They are used to extend sharing access beyond the organization-wide defaults.

• Sharing rules can be based on criteria or ownership.

• They are used to give read or read/write access to specific groups of users.

• Sharing rules are often used in conjunction with role hierarchy and sharing settings.

Communication in LWC involves using events, properties, and methods to pass data between components.

• Use events to communicate between parent and child components

• Pass data using properties in the component hierarchy

• Call methods in child components from parent components

Salesforce offers a range of activities to manage customer data and interactions.

• Salesforce activities include tasks, events, emails, and calls.

• Tasks are to-do items assigned to a user or a group.

• Events are calendar items that can be associated with accounts, contacts, or opportunities.

• Emails can be sent and tracked within Salesforce.

• Calls can be logged and recorded for future reference.

• Activities can be customized with fields and workflows to fit specific business needs.

Types of SOQL statements

• SELECT statement is used to retrieve records from one or more objects

• UPDATE statement is used to modify existing records

• DELETE statement is used to delete records

• INSERT statement is used to create new records

• UPSERT statement is used to either update existing records or insert new records

• SOQL also supports aggregate functions like COUNT, SUM, AVG, etc.

• SOQL can be used to query data from standard and custom objects

Apex trigger is a piece of code that executes before or after specific data manipulation events occur on Salesforce records.

• Apex triggers are used to perform custom actions on Salesforce records like creating new records, updating fields, etc.

• Triggers can be written for different events like before insert, before update, after insert, after update, etc.

• Apex triggers are written in Salesforce's proprietary language, Apex.

• Example: A trigger can be written to automatically creat...read more

Best practices for writing Apex classes in Salesforce

• Follow naming conventions for classes, variables, and methods

• Keep classes focused on a single purpose to improve readability and maintainability

• Use comments to explain complex logic or business rules

• Avoid using hard-coded values and use custom settings or custom metadata types instead

• Write unit tests to ensure code coverage and catch any potential issues early on

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Error handling in flows involves setting up fault paths to handle exceptions and errors that may occur during the flow execution.

• Set up fault paths in the flow to catch and handle errors

• Use decision elements to determine the appropriate action based on the error

• Consider using record-triggered flows for more complex error handling scenarios

• Utilize debug logs and error emails to track and troubleshoot errors