Top 150 Salesforce Interview Questions and Answers

To use current page Id in LWC, we can import '@salesforce/apex' and call Apex method to get the Id.

• Import '@salesforce/apex' in LWC JS file

• Create an Apex method to return current page Id

• Call the Apex method in LWC JS file using '@wire'

• Access the current page Id in LWC HTML file using '{pageId}'

Validations in the login feature of Salesforce ensure secure access and prevent unauthorized entry.

• Validations can be used to enforce password complexity requirements.

• IP range restrictions can be implemented to allow access only from specific locations.

• Two-factor authentication can be enforced for an additional layer of security.

• Login hours can be set to restrict access during specific time periods.

• Login IP restrictions can be applied to allow access only from trusted IP addr...read more

Explaining the difference between Roles & Profiles, Workflow-ProcessBuilder-Flow, types of Workflow, and Trigger context variables.

• Roles define the level of access a user has to records in an organization, while profiles define the level of access a user has to objects and fields.

• Workflow, Process Builder, and Flow are automation tools used to automate business processes in Salesforce.

• Workflow rules are used to automate standard internal procedures and processes to save time ...read more

Bucket fields are used to group together records based on certain criteria in Salesforce.

• Bucket fields are created in reports and dashboards to group data into categories.

• They are based on a formula that defines the criteria for grouping.

• Bucket fields can be used in filters, charts, and other report features.

• For example, a bucket field can group opportunities by their stage or amount.

• Bucket fields can also be used in formula fields and workflow rules.

There are 9 clouds in Salesforce, each representing a different product or service.

• Sales Cloud

• Service Cloud

• Marketing Cloud

• Commerce Cloud

• Community Cloud

• Analytics Cloud

• App Cloud

• IoT Cloud

• Health Cloud

Apex is a programming language used to develop customizations for Salesforce

• Apex is similar to Java and is used to write custom business logic

• It is used to create custom controllers, triggers, and classes

• Apex can interact with Salesforce data and metadata

• It is executed on the Salesforce servers

• Example: Apex can be used to create a custom validation rule for a specific object

External systems can be integrated with Salesforce using APIs and middleware tools.

• Identify the external system and its APIs

• Create a connected app in Salesforce and obtain API credentials

• Use middleware tools like MuleSoft, Dell Boomi, or Jitterbit to integrate the systems

• Develop custom Apex code to call external APIs and process data

• Use Salesforce's pre-built integrations with popular systems like SAP, Oracle, and Microsoft

• Ensure data security and compliance with regulations ...read more

Batch Apex is a Salesforce feature that allows for processing large amounts of data in batches to prevent hitting governor limits.

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

• It is useful for operations like updating records, sending emails, or making callouts in Salesforce.

• Batch Apex jobs can be scheduled to run at specific times or can be run manually.

• It helps in avoiding governor limits like the maximum numbe...read more

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

Profiles and permission sets are used to control access to data and functionality in Salesforce.

• Profiles are a collection of settings and permissions that determine what a user can see and do in Salesforce.

• Permission sets are used to grant additional permissions to users who need access to specific functionality.

• Profiles and permission sets can be assigned to individual users or groups of users.

• Profiles and permission sets can be customized to meet the specific needs of an or...read more

Interfaces in Salesforce provide a way to define a contract for classes to implement specific methods and behaviors.

• Interfaces define a set of methods that a class must implement

• Interfaces can be used to achieve polymorphism in Apex

• Interfaces can be used to enforce a common behavior across multiple classes

• Interfaces can be used to create loosely coupled code

• Examples of interfaces in Salesforce include Database.Batchable, Messaging.SendEmailResult, and HttpCalloutMock

Governor Limits are limits set by Salesforce to ensure efficient use of shared resources.

• Governor Limits are enforced to prevent any single transaction from monopolizing shared resources.

• There are limits on CPU time, heap size, database operations, and more.

• Exceeding Governor Limits can result in exceptions, errors, or even transaction rollback.

• Developers must design their code to work within Governor Limits to ensure efficient and reliable performance.

• Examples of Governor Li...read more

Custom settings are org-wide while custom metadata is record-specific.

• Custom settings are used to store data that is org-wide and can be accessed by all users.

• Custom metadata is used to store data that is specific to a record or a set of records.

• Custom settings can be accessed using the hierarchy custom setting or the list custom setting.

• Custom metadata can be accessed using the Metadata API or the Apex Metadata API.

• Custom settings can be used to store application settings, u...read more

LWC stands for Lightning Web Components, a modern Salesforce development framework.

• LWC is a programming model for building Lightning components using modern web standards like JavaScript and HTML.

• It allows developers to create reusable components that can be easily integrated into Salesforce applications.

• LWC provides better performance and productivity compared to Aura components.

• Examples of LWC include custom UI components, integrations with external systems, and interactive...read more

An Apex trigger on Opportunity can automate processes and enforce business logic.

• Use the 'before insert' and 'before update' events to modify data before it is saved.

• Use the 'after insert' and 'after update' events to perform actions after data is saved.

• Use the 'before delete' event to prevent deletion of records.

• Use the 'after delete' event to perform actions after records are deleted.

• Use the 'after undelete' event to perform actions after records are restored from the Recyc...read more

Apex sharing is automated sharing based on criteria, while Manual Sharing is manually granting access to records.

• Apex sharing is based on criteria defined in sharing rules or Apex code

• Manual sharing is done by users manually granting access to specific records

• Apex sharing is more scalable and efficient for large data sets

• Manual sharing is more flexible for granting temporary or specific access to records

Salesforce has multiple levels of security to protect data and ensure privacy.

• Organization-wide defaults

• Profiles and permission sets

• Role hierarchy

• Sharing rules

• Field-level security

• Object-level security

• Data encryption

• Two-factor authentication

• IP restrictions

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, and customer support activities.

• Salesforce is a CRM platform that helps businesses manage customer data and interactions

• It provides tools for sales, marketing, and customer support teams to collaborate and streamline their processes

• Salesforce is cloud-based, meaning it can be accessed from anywhere with an internet connection

• It offers a wide range o...read more

Some new features of Salesforce include Lightning Web Components, Einstein Voice, and Salesforce Blockchain.

• Lightning Web Components allow developers to build custom components using modern web standards.

• Einstein Voice enables users to interact with Salesforce using natural language processing.

• Salesforce Blockchain helps organizations securely share data and processes across multiple parties.

Permission sets are used to extend user permissions beyond what is granted by their profile.

• Profiles control overall access to objects, fields, and records for a user

• Permission sets grant additional permissions or access to specific objects, fields, or records

• Users can have multiple permission sets but only one profile

Sharing in Salesforce refers to the process of granting access to records and data to users or groups based on their roles and permissions.

• Sharing rules can be defined to grant access to specific records or data based on criteria

• Manual sharing can be used to grant access to individual records

• Role hierarchy determines the level of access a user has to records

• Sharing settings can be customized for objects and fields

• Sharing can also be extended to external users through communit...read more

Salesforce CPQ data can be migrated from external system to Salesforce using Data Loader or third-party tools.

• Export data from external system in CSV format

• Map fields in CSV file to Salesforce CPQ fields

• Use Data Loader or third-party tools to import data into Salesforce

• Validate data after import to ensure accuracy

Salesforce security model ensures data protection through various layers of security features.

• Salesforce uses a role hierarchy to control access to data based on user roles.

• Permissions and sharing settings can be customized to restrict access to certain data.

• Field-level security allows administrators to control which fields are visible or editable for different users.

• Salesforce also offers encryption options to protect sensitive data at rest and in transit.

SOQL (Salesforce Object Query Language) is a query language used to search your organization's Salesforce data for specific information.

• SOQL is similar to SQL (Structured Query Language) but is specifically designed for querying Salesforce data.

• It allows users to search for specific records in Salesforce objects.

• SOQL queries can be used in Apex code, Visualforce pages, and the Salesforce Object Query Language API.

• Example: SELECT Id, Name FROM Account WHERE Industry = 'Technol...read more

Flows in Salesforce are automation tools that allow users to design and automate business processes.

• Flows can be used to automate repetitive tasks, guide users through complex processes, and collect data from users.

• They can be triggered by a variety of events, such as record changes, button clicks, or platform events.

• Flows can incorporate logic, loops, and decision elements to create dynamic and interactive processes.

• They can be created using a visual designer in Salesforce, ...read more

Journey Builder is for creating personalized customer journeys, while Automation Studio is for automating repetitive tasks.

• Journey Builder is used for creating multi-channel customer journeys based on customer behavior and preferences.

• Automation Studio is used for automating repetitive tasks like data imports, file transfers, and email sends.

• Journey Builder allows for real-time personalization and customization of customer journeys.

• Automation Studio allows for scheduling and ...read more

Sharing rules profiles determine which records are shared with which users or groups.

• Sharing rules profiles are used to extend access to records beyond the organization-wide defaults.

• They can be based on criteria such as record owner, record type, or field values.

• Profiles can be assigned to roles, public groups, or individual users.

• Examples of sharing rules profiles include granting access to specific accounts for a sales team, or allowing HR to view sensitive employee data.

The @aura enabled is used to enable Lightning Components to access the server-side controller.

• It allows the Lightning Component to communicate with the server-side controller.

• It enables the component to access server-side resources.

• It helps in creating dynamic and responsive user interfaces.

• It is used in Lightning Component development.

• Example: @aura enabled method can be used to retrieve data from the server-side controller and display it in the component.

Junction object is a custom object in Salesforce used to create many-to-many relationships between objects.

• Acts as a bridge between two objects in a many-to-many relationship

• Contains two master-detail relationships

• Allows for cross-object reporting and roll-up summary fields

Yes, future methods can be called from a batch class in Salesforce.

• Future methods can be called from batch classes to perform asynchronous processing.

• This can be useful for offloading long-running tasks to future methods to avoid hitting governor limits.

• Example: Calling a future method from a batch class to update records in Salesforce asynchronously.

With sharing and without sharing are keywords in Salesforce that control the access level of records in Apex classes.

• With sharing enforces sharing rules and record-level access permissions defined in the organization-wide defaults.

• Without sharing ignores sharing rules and record-level access permissions, allowing the code to access all data regardless of the user's permissions.

• Use with sharing when you want to respect the organization's sharing settings and restrict access ba...read more

Salesforce sharing rules determine which users have access to different types of data.

• Sharing rules are used to extend sharing access to users in public groups or roles.

• There are two types of sharing rules: ownership-based and criteria-based.

• Ownership-based sharing rules grant access to records owned by a specific user or group.

• Criteria-based sharing rules grant access to records based on specified criteria.

• Sharing rules are used to open up access to records beyond the organi...read more

Data flows in Salesforce from various sources to the platform and then to various destinations.

• Data can be entered manually by users or imported from external sources.

• Data is stored in objects and fields within the Salesforce platform.

• Data can be accessed and manipulated through various tools such as reports and dashboards.

• Data can be integrated with other systems through APIs and middleware.

• Data can be exported for backup or analysis purposes.

Bind variables in Salesforce are placeholders used in SOQL queries to improve performance and prevent SQL injection.

• Bind variables are denoted by a colon followed by a variable name in a SOQL query.

• They are used to pass dynamic values into a query at runtime.

• Bind variables improve query performance by allowing Salesforce to reuse the query plan.

• They also prevent SQL injection attacks by automatically escaping special characters.

• Example: SELECT Id, Name FROM Account WHERE Indu...read more

Future methods are used for asynchronous processing within the same transaction, while Queueable is used for asynchronous processing outside the transaction.

• Future methods are limited to 50 method calls per transaction, while Queueable has no such limit.

• Future methods are queued in the order they are called, while Queueable jobs can be prioritized.

• Future methods are executed in a separate thread, while Queueable jobs are executed in a separate transaction.

• Future methods are u...read more

Platform Events are a feature in Salesforce that allow developers to deliver secure, scalable, and customizable event notifications.

• Platform Events are based on the publish-subscribe model, where publishers send events and subscribers receive them.

• They are used to communicate changes in Salesforce data or custom events within an organization.

• Developers can define custom event objects and trigger events using Apex or declaratively through Process Builder or Flow.

• Subscribers ca...read more

Custom object is a database table that allows you to store data specific to your organization in Salesforce.

• Custom objects are created by the user to store data specific to their organization

• They can have custom fields, relationships, and page layouts

• Examples include a custom object for tracking customer feedback or a custom object for managing project tasks

Entry sources for SFMC journey builder include data extensions, Salesforce data, API events, and form submissions.

• Data extensions

• Salesforce data

• API events

• Form submissions

Record sharing in Salesforce can be achieved through sharing rules, manual sharing, and criteria-based sharing.

• Use sharing rules to automatically grant access to certain records based on criteria

• Use manual sharing to manually grant access to specific users or groups

• Use criteria-based sharing to define sharing rules based on specific criteria

Testing a complex workflow automation in Salesforce

• Testing the functionality of a multi-step approval process in Salesforce

• Verifying the behavior of triggers and workflows in a highly customized Salesforce instance

• Testing the integration of Salesforce with external systems and ensuring data consistency

• Validating the behavior of Salesforce automation tools like Process Builder and Flow Builder

Frameworks or Trigger frameworks in Salesforce are design patterns that help developers organize and structure their code for triggers.

• Frameworks provide a set of best practices and guidelines for writing trigger logic.

• They help in separating concerns, making code more modular and maintainable.

• Examples include Trigger Handler Framework, Trigger Factory Framework, and Trigger Pattern Framework.

Org wide Default is the baseline level of access that all users have to records in Salesforce.

• Org wide Default determines the default level of access to records for all users in an organization

• It can be set to Private, Public Read Only, Public Read/Write, or Controlled by Parent

• Org wide Default settings can be adjusted in the Sharing Settings of Salesforce

• For example, setting Org wide Default to Public Read Only allows all users to view records but not edit them

You can call an Apex class from a flow by using the 'InvocableMethod' annotation in the Apex class.

• Create an Apex class with a method annotated with @InvocableMethod.

• Add input and output parameters to the method.

• Use the 'Flow' element in the flow builder to call the Apex class and pass input parameters.

• Handle the output from the Apex class in the flow.

Journey is a series of touchpoints with a customer, while automation is the process of automating marketing tasks.

• Journey is a customer's path to purchase, while automation is the process of automating marketing tasks.

• Journey involves creating personalized experiences for customers, while automation involves streamlining marketing processes.

• Journey can be visualized using journey builder in Salesforce Marketing Cloud, while automation can be achieved using automation studio.

• J...read more

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

Salesforce is a CRM platform while Force.com is a PaaS offering by Salesforce for building custom applications.

• Salesforce is a CRM platform used for managing customer relationships and sales processes.

• Force.com is a platform-as-a-service (PaaS) offering by Salesforce for building custom applications and extending Salesforce functionality.

• Salesforce includes various cloud-based applications like Sales Cloud, Service Cloud, Marketing Cloud, etc.

• Force.com allows developers to cr...read more

A trigger in Salesforce is a piece of code that is executed before or after specific data manipulation events, such as insert, update, or delete.

• Triggers are used to perform custom actions on records in Salesforce.

• Triggers can be written in Apex programming language.

• Triggers can be executed before or after specific events like insert, update, or delete.

• Triggers are associated with a specific object in Salesforce.

• Example: A trigger can be used to automatically update a related...read more

There are two types of price rules in Salesforce CPQ.

• There are two types of price rules in Salesforce CPQ: Product Rules and Discount Schedule Rules.

• Product Rules are used to set pricing based on specific product configurations or attributes.

• Discount Schedule Rules are used to apply discounts based on predefined discount schedules.

Composite resources in Salesforce are resources that represent multiple related objects in a single request.

• Composite resources allow you to make multiple API calls in a single request, reducing network latency and improving performance.

• They are useful for operations that involve multiple related objects, such as creating a new account and related contacts in a single transaction.

• Composite resources can be used with REST API and Bulk API in Salesforce.

Integrations in Salesforce involve connecting Salesforce with external systems to exchange data and automate processes.

• Use Salesforce APIs like REST and SOAP for integrating with external systems

• Utilize middleware tools like MuleSoft or Informatica for seamless integrations

• Leverage Salesforce Connect to access data from external sources in real-time

• Implement custom integrations using Apex code and web services

OWDs in SF refer to Organization-Wide Defaults which control the default level of access users have to records in Salesforce.

• OWDs determine the baseline level of access for all records in an organization

• They can be set to Public Read/Write, Public Read Only, Private, or Controlled by Parent

• OWDs can be further refined using sharing rules and manual sharing

Salesforce is a cloud-based CRM platform that helps businesses manage customer interactions and data.

• Salesforce is a customer relationship management (CRM) platform

• It is cloud-based and accessible from anywhere

• It helps businesses manage customer interactions and data

• It offers a range of tools and features for sales, marketing, and customer service

• SOQL (Salesforce Object Query Language) is a query language used to search your organization's data for specific information

Entry sources in Journey Builder are the starting points for customer journeys.

• Entry sources can be data extensions, API events, Salesforce objects, or journey triggers.

• Data extensions can be used to import contacts into a journey.

• API events can be used to trigger a journey when a specific event occurs.

• Salesforce objects can be used to trigger a journey when a record is created or updated.

• Journey triggers can be used to manually start a journey for a specific contact.

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, customer service, marketing, and more.

• Salesforce offers a wide range of products including Sales Cloud, Service Cloud, Marketing Cloud, and Commerce Cloud.

• Sales Cloud helps businesses track customer information and interactions.

• Service Cloud allows businesses to provide excellent customer service and support.

• Marketing Cloud helps businesses create personalized...read more

Implementing Salesforce project can face challenges such as resistance to change, data migration issues, and user adoption.

• Resistance to change from employees who are used to old systems

• Data migration issues such as incomplete or inaccurate data

• User adoption challenges due to lack of training or understanding of the new system

• Integration issues with other systems

• Customization challenges to meet specific business needs

• Security and access control challenges

• Cost and resource all...read more

Best practices for writing Apex triggers

• Use trigger handler pattern to separate logic from trigger

• Avoid SOQL queries and DML statements inside loops

• Bulkify triggers to handle multiple records efficiently

• Use trigger context variables to access old and new record data

• Write test classes to achieve code coverage

Pagination in LWC involves using frameworks and best practices to efficiently display large sets of data.

• Use Lightning Data Service to fetch data efficiently

• Implement server-side pagination to reduce load times

• Consider using third-party libraries like Lightning Datatable with Infinite Scrolling

• Optimize queries and data retrieval to improve performance

User permissions in Salesforce admin control access to data and functionality for different users.

• User permissions are set by the Salesforce admin to control access to objects, fields, and records.

• Permissions can be assigned through profiles, permission sets, and roles.

• Profiles define the baseline permissions for a user, while permission sets can grant additional permissions.

• Roles determine the level of access to records based on hierarchy.

• Examples: Read-only access to certai...read more

A business diagram for Salesforce order management is a visual representation of the sales process within the Salesforce platform.

• Include stages such as lead generation, opportunity management, quoting, and order fulfillment.

• Utilize Salesforce objects like Leads, Opportunities, Quotes, and Orders to map out the process flow.

• Incorporate automation tools like workflows, process builder, and approval processes to streamline the order management process.

Process Builder is more powerful than Workflows.

• Process Builder can update related records, create records, and call Apex classes

• Process Builder can evaluate multiple criteria and execute multiple actions

• Workflows can only update the record it is triggered on and evaluate one criteria

• Process Builder is recommended for complex automation needs

I have extensive experience with Salesforce and other CRM tools.

• I have worked with Salesforce for over 5 years, managing customer data and creating reports.

• I am also familiar with other CRM tools such as HubSpot and Zoho CRM.

• I have experience customizing CRM workflows to meet business needs.

• I have trained new employees on how to use CRM tools effectively.

Profiles control overall access to objects, fields, and records, while permission sets grant additional permissions to specific users.

• Profiles are used to control overall access to objects, fields, and records in Salesforce.

• Permission sets are used to grant additional permissions to specific users, on top of what is already defined in their profile.

• Profiles are assigned to users when they are created, while permission sets can be assigned at any time.

• Profiles are more rigid a...read more

Asynchronous Apex is used to run processes in the background without user interaction.

• Asynchronous Apex is used for long-running processes, such as callouts to external systems or batch processing.

• It allows for better performance by not blocking the user interface while the process is running.

• Examples include @future methods, Queueable Apex, and Batch Apex.

Sandbox is important in Salesforce for testing and development purposes.

• Sandbox allows for testing changes and new features without affecting the production environment

• It helps in replicating the production environment for accurate testing

• Different types of sandboxes like Developer, Developer Pro, Partial, and Full Copy serve different purposes

• Data can be refreshed from production to keep sandboxes up to date

Rollup summary triggers are used to calculate and display aggregated data from child records on a parent record in Salesforce.

• Create a trigger on the child object (Contact) to calculate the sum of a field (e.g. Amount) and update a field on the parent object (Account)

• Use SOQL queries to retrieve the related child records and calculate the sum

• Handle bulk operations to ensure trigger efficiency and avoid governor limits

Apex trigger to update lastName

• Create an Apex trigger on the object where lastName needs to be updated

• Use trigger.new to access the records being updated

• Update the lastName field with the desired value

Salesforce security structure involves roles, profiles, permission sets, and sharing settings.

• Roles define the hierarchy of users within an organization.

• Profiles control access to objects, fields, and records.

• Permission sets extend user permissions without changing their profiles.

• Sharing settings determine how data is shared among users.

Connected apps in Salesforce allow external applications to integrate with Salesforce using APIs.

• Connected apps are created in Salesforce to establish a secure connection with external applications.

• They use OAuth protocol for authentication and authorization.

• Connected apps define the permissions and access levels for external applications.

• They can be used to integrate third-party applications, such as marketing automation tools or custom web applications.

Order of execution in Salesforce determines the sequence in which various operations are performed.

• The order of execution is as follows: Validation rules, before triggers, after triggers, assignment rules, auto-response rules, workflow rules, processes, escalation rules, and finally, the commit.

• Validation rules are checked first to ensure data integrity.

• Before triggers are executed before the record is saved to the database.

• After triggers are executed after the record is save...read more

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

Cyclomatic Complexity is a software metric that measures the complexity of a program based on its control flow.

• Cyclomatic Complexity is calculated by counting the number of decision points in a program.

• It helps in identifying complex code that may be difficult to understand, test, and maintain.

• Higher Cyclomatic Complexity indicates higher risk and potential for bugs.

• Reducing Cyclomatic Complexity can improve code quality and maintainability.

• Salesforce provides tools like PMD ...read more

Governor Limit in Salesforce is a limit set by Salesforce to prevent code from consuming excessive resources.

• Governor Limits are a set of limits that Salesforce enforces to ensure efficient use of resources.

• Examples of Governor Limits include limits on the number of SOQL queries, the number of DML statements, and the amount of CPU time a transaction can consume.

• Exceeding Governor Limits can result in exceptions being thrown and code execution being halted.

Relationships in Salesforce are connections between objects that define how the objects are related to each other.

• Relationships can be one-to-many, many-to-one, or many-to-many.

• Lookup relationships allow you to link two objects together without affecting the other object.

• Master-detail relationships are used when you want to link two objects together in a parent-child relationship.

• Junction objects are used to connect two objects in a many-to-many relationship.

API calls are requests made to Salesforce servers to retrieve or manipulate data.

• API calls are used to integrate Salesforce with external systems

• API calls can be made using SOAP, REST, or Bulk APIs

• API calls are limited based on the edition of Salesforce and can be monitored in the Developer Console

• Examples of API calls include retrieving data from Salesforce, creating new records, and updating existing records

Process Builder is a more advanced automation tool compared to Workflow Rule.

• Process Builder allows for more complex logic and can perform multiple actions.

• Workflow Rule is limited to simple if/then logic and can only perform field updates or send email alerts.

• Process Builder can create or update records, launch flows, and call Apex classes.

• Workflow Rule can only trigger on record creation or when specific field values are changed.

• Process Builder has a visual interface for ea...read more

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, and customer support activities.

• Salesforce is a CRM platform used by businesses to manage customer relationships.

• It is a cloud-based platform, meaning it is accessible from anywhere with an internet connection.

• Salesforce offers various tools and features for sales, marketing, and customer support activities.

• It allows businesses to track leads, manag...read more

Salesforce is a cloud-based customer relationship management (CRM) platform used for managing sales, customer service, marketing, and more.

• Salesforce is a CRM platform that helps businesses manage customer relationships and interactions.

• It provides tools for sales, customer service, marketing, and analytics.

• Salesforce is cloud-based, allowing users to access data and tools from anywhere.

• It offers customizable solutions for various industries and business sizes.

• Examples of Sal...read more

Salesforce Service Cloud is a customer service platform that helps businesses manage and improve customer interactions.

• It allows businesses to provide personalized customer support through various channels such as phone, email, chat, and social media.

• Service Cloud includes features like case management, knowledge base, and omni-channel routing to streamline customer service processes.

• It integrates with other Salesforce products like Sales Cloud and Marketing Cloud to provide ...read more

A batch Apex skeleton is a class that processes records in batches to avoid hitting governor limits.

• Create a class that implements the Database.Batchable interface

• Implement the start, execute, and finish methods

• Use Database.executeBatch to execute the batch job

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

• Batch Apex class must implement Database.Batchable interface

• Define start, execute, and finish methods in the Batch Apex class

• Use Database.executeBatch method to execute the batch job

Triggers in Salesforce are used to perform automated actions before or after records are inserted, updated, or deleted.

• Triggers are Apex scripts that are executed before or after specific data manipulation language (DML) events occur in Salesforce.

• They can be used to perform tasks such as validating data, updating related records, or sending email notifications.

• Triggers can be written for different objects in Salesforce, such as Accounts, Contacts, or Opportunities.

• They are e...read more

Permission sets in Salesforce are used to grant specific permissions and access settings to users without changing their profiles.

• Permission sets are used to extend user's functional access without changing their profiles.

• They can be assigned to users or groups of users.

• Permission sets can include permissions, field permissions, and login hours.

• They are useful for granting temporary access or specific permissions to users.

• Example: A permission set can be created to allow cert...read more

A sales pipeline in Salesforce is a visual representation of the stages a lead goes through before becoming a customer.

• Prospecting: Identifying potential leads

• Qualification: Determining if the lead is a good fit

• Proposal: Presenting a solution to the lead

• Negotiation: Discussing terms and closing the deal

• Closed-Won: Lead becomes a customer

• Closed-Lost: Lead does not become a customer

Salesforce governor limits are limits enforced by Salesforce to ensure efficient use of resources and prevent abuse.

• Governor limits are enforced to prevent long-running or resource-intensive operations.

• Examples of governor limits include limits on the number of SOQL queries, CPU time, and DML statements.

• Exceeding governor limits can result in exceptions being thrown by Salesforce.

• Developers need to be aware of governor limits and design their code to work within these constra...read more

Custom metadata is customizable, deployable, and upgradeable application metadata, while custom settings are application settings that can be accessed using Apex code.

• Custom metadata is deployable and upgradeable, while custom settings are not

• Custom metadata is customizable at the field level, while custom settings are not

• Custom metadata can be accessed in Apex using SOQL queries, while custom settings can be accessed using Apex code

Apex sharing controls access to records in Salesforce based on the organization-wide defaults and sharing rules.

• Apex sharing allows developers to programmatically share records with users or groups in Salesforce.

• It can be used to extend the sharing settings defined in the organization-wide defaults and sharing rules.

• Developers can use Apex sharing to grant access to specific records based on custom logic or criteria.

• Examples include sharing a record with a specific user based...read more

Permission set vs profile

• Profiles control overall access to objects, fields, and records for a user

• Permission sets grant additional permissions or access to specific objects or fields

• Profiles are assigned to users at the user level, while permission sets can be assigned to multiple users

Flows in Salesforce are automated processes that guide users through a series of steps to accomplish a specific task.

• Flows can be used to automate business processes, collect data, or interact with users.

• They can be triggered by a variety of events, such as record changes or button clicks.

• Flows can include screens for user input, decision elements, and actions to perform tasks.

• They can be created using the Flow Builder tool in Salesforce.

• Flows can help streamline and standard...read more

Salesforce backend follows a similar pattern to MVC architecture.

• Salesforce backend is divided into three layers: Model, View, and Controller.

• Model layer contains the data and business logic.

• View layer is responsible for rendering the user interface.

• Controller layer handles user input and communicates with the Model and View layers.

• Apex is used for the Controller layer and SOQL for the Model layer.

• Visualforce is used for the View layer.

• This architecture helps in separating co...read more

Data Security module in Salesforce ensures the protection and confidentiality of data.

• Data Security module includes features like object-level security, field-level security, record-level security, and sharing rules.

• Object-level security controls access to entire objects and their records.

• Field-level security restricts access to specific fields within an object.

• Record-level security determines which records users can view and edit.

• Sharing rules define the level of access user...read more

Manager groups are a way to group managers together for sharing records and managing access.

• Manager groups are created by administrators to group managers together based on their role or function.

• They are used to share records and manage access to those records.

• Manager groups can be used in sharing rules, manual sharing, and Apex managed sharing.

• For example, a manager group could be created for all sales managers to share leads and opportunities with each other.

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, customer service, marketing, and more.

• Salesforce is a CRM platform used by businesses to manage customer relationships and interactions.

• It provides tools for sales, customer service, marketing, and analytics.

• Salesforce is cloud-based, allowing users to access it from anywhere with an internet connection.

• It offers customizable solutions for businesses of all si...read more

Lightning message service is a messaging channel that allows communication between components in a Lightning web application.

• It enables communication between Aura components, Visualforce pages, and Lightning web components.

• Messages are sent and received using the Lightning Message Service API.

• It supports both point-to-point and broadcast messaging.

• Developers can use it to communicate between components that are not directly related in the component hierarchy.

Apex is a strongly typed, object-oriented programming language used in Salesforce for creating custom business logic.

• Apex is similar to Java and C# in syntax and structure

• It allows developers to add custom code to Salesforce applications

• Used for writing triggers, controllers, and batch processes

• Can interact with Salesforce database using SOQL and DML statements

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

• 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.

• The class must define three methods: start, execute, and finish.

• The start method returns a query locator for the records to be processed.

• The execute method processes the records in batches.

• The finish method is called after...read more

Triggers in Salesforce are pieces of code that execute before or after specific events occur, allowing for customization and automation of business processes.

• Triggers are used to perform actions based on specific events, such as record creation, update, or deletion.

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

• Triggers can be used to enforce business rules, validate data, or update related records.

• They can be defined for different objects and can exe...read more

Custom reports in Salesforce allow users to create personalized reports based on specific criteria.

• Custom reports can be created by selecting the desired fields, filters, and grouping criteria.

• Users can also add charts, graphs, and tables to visualize the data in the report.

• Custom reports can be scheduled to run at specific times and be shared with other users.

• Examples of custom reports include sales performance by region, lead conversion rates, and customer satisfaction scor...read more