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Sales force Interview Questions and Answers
1. What is Cloud Computing?
Ans:
·
Cloud Computing is nothing but internet
computing or pictorial representation of internet
·
No need of any minimum hardware requirements
and no need to install any software in local system.
Cloud Computing providing the following
services –
o
SAAS (Software as a service)
o
PAAS (Platform as a service)
o
IAAS (Infrastructure as a service)
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2.
What is Salesforce?
Ans:Salesforce is a cloud computing service as a software
(SaaS) company that specializes in customer relationship management (CRM).
Salesforce's services allow businesses to use cloud technology to better
connect with customers, partners and potential customers.
Ø Below
are approach provided by Salesforce:
o
SAAS: Providing Sales, Marketing and Call
Center applications as a service.
o
PAAS: Providing Force.com platform in which
we can develop Apex and Visual force (Mark-up language) logic.
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3.
Are virtualization and cloud computing the same thing?
Ans: No, they are not the same thing;
> In exact words, virtualization is the technology while cloud
computing is a methodology. To generate multiple simulated environments
from a single piece of the underlying hardware.
> Cloud computing is a set of approaches to deliver data storage,
computation power, infrastructure, etc., to users on-demand across any
network.
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4.
What is a public cloud?
Ans: Public Cloud – In simple terms, it’s a hosting
solution where your data is stored in the provider’s data center. He is
accountable for maintaining and manages the data Center and is being
shared with other organizations. Sales force is a public cloud. Top Sales
force Admin Interview Questions and Answers.
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5.
What is a private cloud?
Ans: These reside on a company infrastructure only;
the company is responsible for maintaining and upgrading it over time and
is not shared between any other organizations.
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6.
What is the difference between Standard and Custom objects?
Ans: Standard objects which
are default set in with Sales force.
i.e. Account, Contact, Lead, and Opportunity.
Custom
objects are
when you create information that’s specific to the industry.
i.e. Your business may want to create a custom property object which will
store all the information related to real estate that you want to sell.
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7.
What is an app in Salesforce?
Ans: An App in Salesforce is nothing but a container
containing the app’s name, a logo, and a set of ordered tabs. Remember,
all the metadata, such as your objects, apex classes, triggers, etc., have
nothing to do with an app. App just allows you to group all the things that
help you achieve a flow.
i.e.
The Sales app (Standard application ) Contains a tab for the object that
is part of Sales flow like Account, Contact, Opportunity, Lead, Order, etc.
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8.
What are the different types of object relationships available in Salesforce?
Ans: We
have two types of relationship in Salesforce, namely:
Master-Detail:
It’s a tightly coupled relationship that allows you to
connect one object to another in one too many fashions.
Lookup:
It’s a loosely coupled relationship that allows you to
connect one object to another in one too many fashions
Self
Relationship: Object creation from a relationship is
possible, but it must be a lookup relationship. Parent account field on account
object that allows us to choose an account as a parent account of an existing
one.
Hierarchical
Relationship: Available only for the user object. Use a
lookup field to associate users. It does not indirectly or directly points to
itself. One can create a custom hierarchical relationship field to store every
user’s direct manager; this is an example.
Many
to Many Relationships: You can use master-detail relationships to
model many-to-many relationships between any two objects. A many-to-many
relationship allows each record of one object to link to multiple records from
another object and vice versa. To create many relationships, you use a junction
object that acts as detail for both master objects;
i.e. price book entry is a junction object in standard objects between product
and price book.
External
Lookup Relationship: It links a child’s Standard, Custom, or
External object to a parent External object. The Default External Id field on
the parent external object matched against the external lookup relationship
field. External Column Name to map the child External lookup field.
Indirect
Lookup Relationship: It links a child’s External object to a
parent Standard or Custom object. External child object’s indirect lookup
relationship field mapped to custom unique + external Id on the parent object.
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9.
Can we stop users from deleting the record using a validation rule?
Ans: No, we cannot.
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10.
Is it possible to fire a validation rule only when a record is being inserted
and not being updated?
Ans: Yes, we can use the keyword ISNEW () to restrict
validation to fire only in case of insertion.
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11.
Can we rollup summary field from Contact to Account?
Ans: No, we can’t
as contacts are not in a master-detail relationship with accounts. It’s a
special relationship that allows cascade delete, but contacts can also exist
without an account.
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12.
Can a standard object be on the detail side of a relationship?
Ans: No
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13.
Can I convert a lookup relationship to master detail?
Ans: Yes,
you can only if either all the records have values populated for the parent
object or there are no records at all.
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14.
Can we convert the master-detail relationship to lookup?
Ans: Yes,
if there are no rollup summaries defined on a parent object.
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15.
Can I use formula fields as filter criteria while defining rollup summaries
fields?
Ans: No
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16.
Does a change in rollup summary fields also fire trigger?
Ans: Yes
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17.
What is a schema builder?
Ans: Schema
Builder provides a dynamic environment for viewing, modifying all the objects
and relationships in-app. It dramatically simplifies the task of designing,
implementing, and changing your data model or schema. Schema Builder is enabled
by default.
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18.
Can you change the value formula field on the record?
Ans: No
formula fields are read-only fields.
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19.
What is a dependent pick list?
Ans: Dependent
picklist becomes active once a value is chosen on a controlling field.We can
map a value or set of values allowed for a particular value on a controlling
field.
For example, when choosing your location, you first select a country,
then depending on your country, the second picklist, i.e., the state gets
enabled, then depending on your state, you choose your city.
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20.
What fields can be made dependent?
Ans: Custom
picklist, Multi-Picklist can be marked as dependent fields.
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21.
What is the difference between ISNULL and ISBLANK?
Ans: ISBLANK
has the same functionality as ISNULL but also supports text fields as text
fields are never null; hence using ISNULL on text fields would always return
false while is blank returns T or F depending on if the field is empty or not.
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22.
Can we convert formula fields into any other data type?
Ans: No,
it’s not allowed.
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23.
Can we mark standard fields as dependent fields?
Ans: No
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24. Can we define checkbox and multi-select fields as controlling
fields?
Ans: No, we can’t define
multi-select as the controlling field, but we can define the checkbox as the
controlling field.
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25. As a Test Lead, how do you ensure quality in Salesforce
projects where requirements change frequently due to agile delivery?
Answer:
“I tackle this by setting up a strong baseline regression pack for
Salesforce (covering Lead → Opportunity → Quote → Order → Billing →
Integration). When requirements change, instead of re-testing everything, I
apply impact analysis to see which components (flows, triggers,
objects, APIs) are affected.
For example, in one
release, a change in Lead assignment rule also impacted Opportunity
conversion mapping. My team initially missed this dependency, so I introduced
a Change Impact Checklist (covering automation rules, object
mappings, integrations). This helped us reduce defect leakage in later sprints
by ~30%.
So my approach is:
- Regression pack as a safety net
- Impact analysis for efficiency
- Collaboration with Admins/Devs for early feedback”
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26. How do
you test Salesforce integrations with third-party systems?
Answer:
“I follow a 3-level strategy:
1.
Field
Mapping Validation – e.g., ensure
Salesforce Account → ERP Customer sync is correct (mandatory fields, picklist
values, date formats).
2.
Business
Flow Validation – e.g., Order
created in Salesforce should generate a corresponding record in Billing System
with the correct status updates.
3.
Negative
& Performance Scenarios –
like API failure, retry logic, and bulk sync handling.
In one project,
Salesforce was integrated with an external Payment Gateway. I created test
cases for happy path, transaction timeout, and duplicate
payment handling. By simulating delayed responses, we identified a defect
where Salesforce was marking failed payments as ‘Success.’ Fixing this avoided
financial discrepancies.
This shows not just
testing functionality but also real-world risk validation.”
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27.
Salesforce has many declarative features (flows, validation rules, triggers).
As a QA lead, how do you test these effectively?
Answer:
“I use a layered validation strategy:
- Validation rules →
I test both positive & negative paths. For example, if a rule
restricts Opportunity Close Date < Today, I validate:
- Past Date → error
- Today/Future → success
- Bulk import scenario → error handling
- Flows →
I test decision nodes & loop logic. In one project, a Flow
auto-created a Case when a customer submitted a form. We tested not only
the ‘Create Case’ path but also the ‘Email Notification failure’ scenario.
- Triggers →
I test order of execution and bulk scenarios. For example, a trigger that
updates Account Tier when Opportunity > $100K – I tested multiple
Opportunities created at once (bulk insert).
I also insist on peer
reviews of declarative components with Admins to avoid missed
scenarios.”
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28. How do
you handle testing when Salesforce upgrades (3 releases per year) happen?
Answer:
“I maintain a Release Impact Playbook. Before each Salesforce
release:
- Review Salesforce Release Notes for impacted features
(e.g., changes in Einstein Search, API versions, Lightning UI updates).
- Run a Smoke Pack on critical flows:
Lead → Opportunity → Quote → Order → Invoice.
- Validate customizations that may
break.
Example: In the Winter
’24 release, a change in picklist value handling broke one of
our custom validation rules. Because we had a proactive regression run aligned
to release readiness, we identified the issue in UAT sandbox before
it went live.
This shows foresight,
not just reaction.”
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29. Can you give an example where your QA strategy saved a
critical business loss in Salesforce testing?
Answer:
“Yes. In one telecom Salesforce project, Order data was syncing from Salesforce
to an external Provisioning System. During testing, we noticed that for
high-value Enterprise Accounts, the Billing Contact email was
not syncing if the field contained special characters.
Business impact:
Invoices worth millions could have failed delivery.
I escalated immediately,
involved Dev + Architect, and suggested adding data cleansing + regex
validation before sync. This prevented a potential revenue leakage.
This shows my business-oriented
QA mindset, not just defect logging.”
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30. How do you balance manual and automation testing in Salesforce
projects?
Answer:
“Salesforce UI changes often, so I keep critical regression scenarios
automated (like Lead → Opp conversion, Quote creation). But for areas
with frequent UI revamps or custom Lightning Components, I prefer manual
validation.
Example: In one project,
we automated ~40% flows in Selenium-Java + API testing in Postman, while
keeping UI-heavy features manual. This balance gave us 80% faster
regression runs without wasting effort on fragile scripts.
So my strategy: Automate
for stability, manual for exploration.”
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31. How do you manage defect triage as a Test Lead in Salesforce
programs?
Answer:
“I drive business impact-based triaging.
- Critical: Customer data loss, sync failures, or order
booking blockages.
- High: Wrong workflow execution or field mapping.
- Medium: UI issues not blocking business.
For example, a defect
where Opportunity Stage was not progressing was tagged Critical because
it blocked revenue recognition. But a defect in a custom button label (‘Submit
→ Save’) was marked Low.
This prioritization
ensured business-critical bugs got fixed first, reducing UAT escalations.”
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32. What challenges have you faced in Salesforce testing and how
did you overcome them?
Answer:
“Some key challenges:
- Dynamic UI changes in Lightning → Mitigated by focusing more on API + backend
validations.
- Complex role hierarchies/sharing rules → Built test data strategy covering multiple
profiles & territories.
- Data volume issues in
sandboxes → Used data subsets + refresh plan for
realistic testing.
In one project, a Sales
Manager couldn’t see subordinate Opportunities due to misconfigured sharing
rules. My testing with multiple role hierarchies caught this early, saving a
business escalation.
So, I focus on role-based
testing + data strategy as Salesforce is data-driven.”
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33. How do you ensure Test Coverage when requirements are
user-story based in Agile Salesforce projects?
Answer:
“I use a matrix approach:
- Map each User Story → Functional scenarios → Negative
scenarios → Integration scenarios.
- Use Salesforce Objects (Lead, Account, Opp, Case) as
anchors for coverage.
For example, if a story
says: ‘As a Sales Rep, I should be able to create an Opportunity with
discount approval if >20%.’
I ensure coverage for:
1.
Opportunity with
discount ≤20% → Auto approved.
2.
Discount >20% →
Approval triggered.
3.
Approval rejected →
Opportunity blocked.
4.
Integration check: Does
the approved discount reflect in Billing?
This way, no
edge case is missed, and business value is validated.”
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34. How do you mentor your team in Salesforce QA as a Test Lead?
Answer:
“I mentor my team by focusing on business understanding + technical
depth.
- Conduct brown-bag sessions on topics
like ‘Testing Validation Rules’, ‘Impact of Salesforce Governor Limits’,
etc.
- Pair juniors with BAs to learn business flows (Lead to
Cash, Case Management).
- Encourage test case reviews based on both BUS (Business
Use Case) and Design Docs.
For example, in one
release, a junior missed testing a flow rollback scenario. Instead
of just pointing it out, I explained why rollback matters in bulk
operations. This improved not just test quality, but also their thinking
as business testers.
That’s how I build
a QA mindset beyond just execution.
Also visit below site to enhance your Salesforce interview questions and answers
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Good content, please add more Q&A
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