Question:- What is Salesforce CRM?
Answer:- It is a cloud-based CRM that doesn’t require IT experts to set up or manage the cloud. One can simply log in and connect to the customers directly. The CRM Salesforce system is a well-organized platform that provides information to its customers from different sources. It is a customer-centric system that integrates customers’ information for an organization’s benefit.
Question:- What is Salesforce Lightning?
Answer:- Salesforce Lightning is a platform that provides tools to every organization to build next-generation UI and UX in Salesforce. Lightning creates a modern productivity-boosting user experience. It is used to create a fast, beautiful, and unique user experience, just like real lightning, so that sales teams can sell their products faster. Lightning Experience uses an open-source Aura framework. It is a completely re-designed framework to create a modern user interface.
Question:- Why use Batch Apex instead of Normal Apex?
Answer:- There are various reasons why Batch Apex is better than Normal Apex. • A Normal Apex uses 100 records per cycle to execute SOQL queries. Whereas, a Batch Apex does the same in 200 records per cycle. So, it is very fast when the execution of SOQL queries is considered. • A Normal Apex can retrieve 50,000 SOQL queries, but in Batch Apex, 50,000,000 SOQL queries can be retrieved. • A Normal Apex has a heap size of 6 MB; whereas, a Batch Apex has a heap size of 12 MB. • When executing bulk records, Normal Apex classes are more vulnerable to encountering errors as compared to Batch Apex. The latter is normally error-less.
Question:- How can you call an Apex class in Salesforce?
Answer:- Ways to call an Apex class in Salesforce are as follows: • From the Visualforce page • From Developer Console • From JavaScript links • By using a trigger • From another class • From home page components
Question:- How will you create a many-to-many relationship?
Answer:- A many-to-many relationship can be created by using a junction object. A Junction object is a custom object that has two Master–Detail relationships.
Question:- What are the different types of Reports available in Salesforce?
Answer:- Based on the structural differences, Salesforce has four different types of reports: • Tabular Report: A tabular report displays data in the form of an Excel-like table that provides a list of items with the grand total. • Joined Report: A joined report is a combined report having multiple blocks that show data from different reports, either of the same or of different report types. • Matrix Report: A matrix report works for 2-dimensions and allows to group records row-wise and column-wise. • Summary Report: In a summary report, the view is in a table form only, but it has more functionalities like grouping rows (only), viewing subtotals, and creating charts.
Question:- How does Salesforce track sales?
Answer:- There are unique procedures followed by every company for tracking their sales. Various companies track the performance of sales by data analysis. The tracking system of Salesforce allows companies to collect basic details for evaluating the performance, such as: • Customers who are served daily • Number of daily sales • Day-to-day report of sales from Sales Managers • Sales figures on a weekly, monthly, or quarterly basis, depending on organizations’ needs • Details of the repeat customers who serve as the key factor for the growth of any organization
Question:- What is a junction object?
Answer:- Junction objects help associate two objects. They are custom objects in Salesforce that allow building a Master-Detail relationship established between two different data objects. It uses a many-to-many relationship to link many junction objects to several records. Example: If a candidate applies for a job, then the job profile can be connected to many applicants, and the candidate can be linked to several other jobs as well. Here, the junction object will be the ‘job profile.’
Question:- What is the difference between a role and a profile in Salesforce?
Answer:- Role: A role helps manage and regulate the Salesforce access that affects reports. Also, it allows controlling user visibility over data within an organization. Users who can access the data and perform operations on it are given a specific role. Candidates with a specific role can share the reports with other team members. Profile: A profile is an essential component of any organization. Moreover, it is compulsory for all users to verify their identity for legal authorization. It helps secure an organization’s data from illegal visitors. It is not permissible to operate Salesforce without having a profile. It also controls the types of records that a user can see.
Question:- What is a wrapper class in Salesforce?
Answer:- A wrapper class is a type of container class in Salesforce that contains a group of objects as its segments. Also, the wrapper class is of an abstract data type. In Salesforce, we use a wrapper class to envelop collected data. A programmer defines the wrapper class that acts as custom objects, along with its properties. Moreover, the instances of a wrapper class help represent distinct objects in the corresponding table on a Visualforce page.
Question:- What are the reasons that can cause data loss in Salesforce?
Answer:- There are various reasons due to which Salesforce data can be lost, and they are as follows: • Altering the date and time • Converting parameters such as number and currency from other data types • Importing data that, at times, goes wrong • Moving the text, URL, or email from the text area • Altering the auto-number and the checkbox • Modifying the multi-select picklist to other types
Question:- Can you give an example of a Salesforce API and its usage?
Answer:- Salesforce provides various APIs so that developers can easily integrate across Salesforce: • REST – With the help of REST API you can easily incorporate Salesforce applications using HTTP methods in either XML or JSON formats. It is the most suitable choice for developing mobile applications or external clients. • Bulk – The Bulk API provides us programmatic access especially for quickly loading and querying large amounts of data into your Salesforce organization. • Streaming – The Streaming API is used to trigger and receive notifications whenever changes are made into Salesforce data, according to the defined criteria.
Question:- Can you edit an apex trigger/ apex class in the production environment? Can you edit a Visualforce page in the production environment?
Answer:- No, we cannot modify apex classes and triggers directly in the production environment. It should be done first in Developer edition or testing org or in Sandbox org. Then, a user with Author Apex permission can deploy it in production, which overwrites the last version. Visualforce pages can easily be generated and modified in Sandbox and in production too if it does not consist of a Custom Controller.
Question:- What are the different types of email templates that can be created in Salesforce?
Answer:- Below is the list of email templates that can be created in Salesforce: 1. Text: Text templates can be created or changed by all the users in the organization. 2. HTML with Letterhead: Admins and users who have ‘Edit HTML Templates’ can create this type of template based on a letterhead. 3. Custom HTML: It is an extension of the previous one. Admins and users having ‘Edit HTML Templates’ can create custom HTML templates even without the need for a letterhead. 4. Visualforce: Admins and developers can create this template using Visualforce. It provides advanced functionalities like merging recipient’s data from multiple records.
