Latest Salesforce Interview Questions & Answer for 2024

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Here are some Latest Salesforce Interview Questions & Answer :

Question 1: What is the character limit for a custom text field in Salesforce?

A) 50 characters
B) 255 characters
C) 500 characters
D) 1000 characters

Answer: B) 255 characters

Question 2: What does the “Read Only” sharing setting on an object's sharing rule allow in Salesforce?

A) Users with this access can only view records but not edit them.
B) Users with this access can only edit records but not view them.
C) Users with this access can view and edit records.
D) Users with this access can delete records.

Answer: A) Users with this access can only view records but not edit them.

Question 3: What is the primary function of a dashboard in Salesforce?

A) To display a list of records from a specific object.
B) To provide a visual representation of data using charts and graphs.
C) To automate workflow processes.
D) To import and export data between Salesforce and external systems.

Answer: B) To provide a visual representation of data using charts and graphs.

Question 4: Which Salesforce feature restricts visibility and edit access to specific fields on a record for certain users?

A) Field Level Security
B) Role Hierarchy
C) Sharing Rules
D) Profiles

Answer: A) Field Level Security

Question 5: What is the main objective of using a Validation Rule in Salesforce?

A) To enforce data quality and integrity by defining criteria for record creation or update.
B) To automate the creation of records based on specific criteria.
C) To trigger workflows when a record is created or updated.
D) To create custom reports and dashboards.

Answer: A) To enforce data quality and integrity by defining criteria for record creation or update.

Question 6: Which Salesforce feature allows the creation of a multi-step approval process for records?

A) Workflow Rules
B) Process Builder
C) Approval Processes
D) Flow

Answer: C) Approval Processes

Question 7: Which statement is true about the Recycle Bin in Salesforce?

A) Deleted records cannot be restored from the Recycle Bin.
B) Records in the Recycle Bin do not count against storage limits.
C) Records are automatically deleted from the Recycle Bin after 30 days.
D) Users with the “Modify All Data” permission can bypass the Recycle Bin.

Answer: B) Records in the Recycle Bin do not count against storage limits.

Question 8: What is the main purpose of Record Types in Salesforce?

A) To define the structure of custom objects.
B) To control the picklist values available for a field.
C) To control the page layouts and business processes for different users or scenarios.
D) To define relationships between standard and custom objects.

Answer: C) To control the page layouts and business processes for different users or scenarios.

Question 9: Which tool in Salesforce allows the creation of custom applications without writing code?

A) Apex
B) Visualforce
C) Lightning App Builder
D) Data Loader

Answer: C) Lightning App Builder

Question 10: Which Salesforce feature allows automation of processes, updating related records, and submission for approval?

A) Workflow Rules
B) Process Builder
C) Flow
D) Data Loader

Answer: C) Flow

Question 11: What is the purpose of a “Lookup” relationship field in Salesforce?

A) It creates a hierarchical relationship between records.
B) It links two objects together, allowing you to associate a record from one object with another object.
C) It controls the sharing settings for a record.
D) It defines a formula field for calculations.

Answer: B) It links two objects together, allowing you to associate a record from one object with another object.

Question 12: What is the difference between a “Role” and a “Profile” in Salesforce?

A) Roles control record-level access, while profiles control object-level access.
B) Roles define the hierarchy and reporting structure, while profiles define permissions and access settings.
C) Roles define sharing rules, while profiles define record types.
D) Roles determine access to custom objects, while profiles determine access to standard objects.

Answer: B) Roles define the hierarchy and reporting structure, while profiles define permissions and access settings.

Question 13: Which Salesforce tool allows you to import and export data between Salesforce and external systems?

A) Data Loader
B) Process Builder
C) Workbench
D) Workflow Rules

Answer: A) Data Loader

Question 14: What does the “Enforce Validation and Triggers from Lead Convert” option do during lead conversion in Salesforce?

A) It allows validation rules and triggers to run during the conversion process.
B) It prevents validation rules and triggers from running during the conversion process.
C) It automatically converts all leads without requiring user input.
D) It triggers an email notification to the lead owner after conversion.

Answer: A) It allows validation rules and triggers to run during the conversion process.

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Question 15: What is the purpose of a “Queue” in Salesforce?

A) To store records that are in the process of being deleted.
B) To organize reports and dashboards for specific teams.
C) To manage and distribute work items, such as leads, cases, and custom objects.
D) To define criteria for assignment rules.

Answer: C) To manage and distribute work items, such as leads, cases, and custom objects.

Question 16: Which Salesforce feature allows you to automate repetitive tasks by creating a sequence of steps?

A) Process Builder
B) Approval Processes
C) Workflow Rules
D) Flow

Answer: D) Flow

Question 17: What is the maximum number of custom fields you can create on a standard object in Salesforce?

A) 100
B) 150
C) 200
D) 500

Answer: D) 500

Question 18: What is the purpose of a “Master-Detail” relationship field in Salesforce?

A) It creates a hierarchical relationship between records.
B) It links two objects together, allowing you to associate a record from one object with another object.
C) It allows you to create roll-up summary fields to calculate values from child records.
D) It defines a formula field for calculations.

Answer: C) It allows you to create roll-up summary fields to calculate values from child records.

Question 19: How can you restrict users from viewing a specific field on a page layout in Salesforce?

A) By using field-level security settings.
B) By defining a sharing rule.
C) By removing the field from the page layout.
D) By using workflow rules.

Answer: C) By removing the field from the page layout.

Question 20: What is the purpose of a “Roll-Up Summary” field in Salesforce?

A) It calculates values from child records and displays them on the parent record.
B) It displays related records in a visual representation.
C) It allows you to group records into categories.
D) It defines the hierarchy of users in an organization.

Answer: A) It calculates values from child records and displays them on the parent record.

Question 21: How can you ensure that a custom field on an object is always updated to the current date and time when the record is modified?

A) Use a workflow rule.
B) Use a formula field.
C) Use a validation rule.
D) Use an automatic record update process.

Answer: D) Use an automatic record update process.

Question 22: What is the purpose of the “App Launcher” in Salesforce?

A) To launch external applications integrated with Salesforce.
B) To create custom mobile applications.
C) To create custom reports and dashboards.
D) To manage user licenses and profiles.

Answer: A) To launch external applications integrated with Salesforce.

Question 23: Which Salesforce feature allows you to create custom applications using a drag-and-drop interface?

A) Process Builder
B) Workflow Rules
C) Flow
D) Lightning App Builder

Answer: D) Lightning App Builder

Question 24: How can you enforce data quality by ensuring that a custom text field contains a valid email address?

A) Use a workflow rule.
B) Use a formula field.
C) Use a validation rule with a regular expression.
D) Use an approval process.

Answer: C) Use a validation rule with a regular expression.

Question 25: What does the “Outbound Change Set” feature allow you to do in Salesforce?

A) Transfer records between different objects.
B) Send email notifications to users.
C) Deploy metadata changes from one Salesforce org to another.
D) Import and export data using CSV files.

Answer: C) Deploy metadata changes from one Salesforce org to another.

Question 26: What is the primary purpose of the “Data Loader” tool in Salesforce?

A) To create custom reports and dashboards.
B) To automate business processes by defining workflows.
C) To import and export large volumes of data.
D) To create custom fields on standard objects.

Answer: C) To import and export large volumes of data.

Question 27: Which Salesforce feature is used to automatically assign
records to users or queues based on criteria?

A) Workflow Rules
B) Assignment Rules
C) Process Builder
D) Sharing Rules

Answer: B) Assignment Rules

Question 28: What is the purpose of the “Global Actions” feature in Salesforce?

A) To create reports and dashboards.
B) To define sharing rules and access settings.
C) To allow users to perform quick actions from anywhere in the application.
D) To configure data validation rules.

Answer: C) To allow users to perform quick actions from anywhere in the application.

Question 29: What does the “Enhanced Email” feature allow you to do in Salesforce?

A) Send mass emails to contacts and leads.
B) Log emails sent from Gmail or Outlook into Salesforce.
C) Track email open rates and click-through rates.
D) Create email templates for campaigns.

Answer: B) Log emails sent from Gmail or Outlook into Salesforce.

Question 30: What is the main objective of using “Sharing Rules” in Salesforce?

A) To control field-level security settings.
B) To automate workflow processes.
C) To extend record access to users in public groups, roles, orterritories.
D) To define criteria for validation rules.

Answer: C) To extend record access to users in public groups, roles, or territories.

Question 31: Which Salesforce feature allows you to create a customized user interface for mobile and desktop devices?

A) Visualforce
B) Apex
C) Lightning App Builder
D) Data Loader

Answer: C) Lightning App Builder

Question 32: What is the purpose of the “Field History Tracking” feature in Salesforce?

A) To track changes to data over time for auditing and compliance.
B) To automate the update of related records.
C) To trigger workflow rules based on field changes.
D) To define custom validation rules.

Answer: A) To track changes to data over time for auditing and compliance.

Question 33: How can you ensure that certain fields are only visible to specific users in Salesforce?

A) Use profiles to control field visibility.
B) Use roles to control field visibility.
C) Use sharing rules to control field visibility.
D) Use record types to control field visibility.

Answer: A) Use profiles to control field visibility.

Question 34: Which Salesforce feature allows you to automate complex business processes by defining a series of steps and conditions?

A) Workflow Rules
B) Process Builder
C) Flow
D) Approval Processes

Answer: C) Flow

Question 35: What is the purpose of the “Campaign Influence” feature in Salesforce?

A) To create and manage marketing campaigns.
B) To track the impact of marketing campaigns on sales opportunities.
C) To automate the lead conversion process.
D) To define criteria for campaign members.

Answer: B) To track the impact of marketing campaigns on sales opportunities.

Question 36: What is the main benefit of using the “Sandbox” environment in Salesforce?

A) To create custom reports and dashboards.
B) To test changes and customizations without affecting the production environment.
C) To automate business processes.
D) To import and export data between Salesforce and external systems.

Answer: B) To test changes and customizations without affecting the production environment.

Question 37: What does the “Data Export Service” feature allow you to do in Salesforce?

A) Create and schedule regular data backups.
B) Import data from external systems.
C) Synchronize data between Salesforce and other applications.
D) Automate data validation rules.

Answer: A) Create and schedule regular data backups.

Question 38: Which Salesforce feature allows you to create custom email templates for various purposes?

A) Workflow Rules
B) Process Builder
C) Lightning App Builder
D) Email Templates

Answer: D) Email Templates

Question 39: What is the purpose of the “Custom Objects” feature in Salesforce?

A) To create and manage marketing campaigns.
B) To extend the functionality of Salesforce by defining new types of records.
C) To automate the update of related records.
D) To define criteria for assignment rules.

Answer: B) To extend the functionality of Salesforce by defining new types of records.

Question 40: Which Salesforce feature allows you to create and manage custom tabs, apps, and objects?

A) Visualforce
B) Apex
C) Setup Menu
D) Lightning App Builder

Answer: C) Setup Menu

Question 41: How can you automatically assign incoming leads to specific sales representatives based on predefined criteria?

A) By using validation rules.
B) By using assignment rules.
C) By creating custom fields.
D) By defining sharing rules.

Answer: B) By using assignment rules.

Question 42: How can you track the source of leads and opportunities in Salesforce?

A) By creating custom fields.
B) By using assignment rules.
C) By using workflow rules.
D) By defining sharing rules.

Answer: A) By creating custom fields.

Question 43: How can you automate follow-up actions after a lead is generated in Salesforce?

A) By using assignment rules.
B) By using workflow rules.
C) By defining sharing rules.
D) By creating custom fields.

Answer: B) By using workflow rules.

Question 44: How can you track the effectiveness of your marketing campaigns in Salesforce?

A) By using the “Reports” tab.
B) By creating custom fields.
C) By using the “Campaign Influence” feature.
D) By defining sharing rules.

Answer: C) By using the “Campaign Influence” feature.

Question 45: How can you manage and track customer interactions throughout the sales process in Salesforce?

A) By using the “Service Console” application.
B) By using the “Chatter” feature.
C) By using the “Campaign” object.
D) By using the “Opportunity” object and related activities.

Answer: D) By using the “Opportunity” object and related activities.

Question 46: How can users collaborate on records using the Chatter feed in Salesforce?

A) By creating and sharing files and documents.
B) By sending emails to each other.
C) By creating custom fields.
D) By using assignment rules.

Answer: A) By creating and sharing files and documents.

Question 47: How can you create a group in Salesforce to facilitate collaboration on specific topics?

A) By using the “Reports” tab.
B) By creating custom fields.
C) By using the “Chatter” feature and creating a Chatter group.
D) By defining sharing rules.

Answer: C) By using the “Chatter” feature and creating a Chatter group.

Question 48: What is the purpose of the “Notes and Attachments” related list in Salesforce?

A) To store and manage customer information.
B) To track and manage sales leads and opportunities.
C) To create and manage customer support cases.
D) To store and share notes and attachments related to a record.

Answer: D) To store and share notes and attachments related to a record.

Question 49: How can you schedule meetings and appointments within Salesforce?

A) By using the “Chatter” feature.
B) By using the “Events” tab and creating calendar events.
C) By creating custom fields.
D) By using assignment rules.

Answer: C) By using the “Customer Communities” feature.

Question 50: How can you collaborate with external stakeholders, such as customers and partners, in Salesforce?

A) By using the “Service Console” application.
B) By creating custom fields.
C) By using the “Customer Communities” feature.
D) By using the “Campaign” object.

Answer: C) By using the “Customer Communities” feature.

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