Basic Salesforce Consultant Interview Questions

1. What is Salesforce, and how does it benefit businesses?

Answer: Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, customer service, marketing, and more. It benefits businesses by providing a unified platform for managing customer data, automating processes, improving collaboration, and delivering personalized customer experiences.

2. Can you explain the key differences between Salesforce Classic and Salesforce Lightning?

Answer: Salesforce Classic is the older user interface, while Salesforce Lightning is the modern, more visually appealing interface. Lightning offers better performance, mobile responsiveness, and productivity features like the App Builder and Lightning Components, making it a preferred choice for most users.

3. What is a Salesforce sandbox, and how is it used in development and testing processes?

Answer: A Salesforce sandbox is a copy of a Salesforce environment used for development and testing purposes. It allows developers to create and test changes without affecting the production environment. There are different types of sandboxes, such as Developer, Developer Pro, Partial, and Full, each serving different testing needs.

4. Describe the Salesforce data model, including objects, fields, and relationships.

Answer: Salesforce data model consists of objects (tables), fields (columns), and relationships (links between objects). Objects represent entities like Leads, Accounts, or Opportunities. Fields are data elements like Name, Email, or Date. Relationships define how objects are related, like a Contact being related to an Account through a lookup or master-detail relationship.

5. How do you create a custom object in Salesforce, and what are some common use cases for custom objects?

Answer: To create a custom object, navigate to Setup > Objects and Fields > Object Manager > Create Custom Object. Common use cases for custom objects include tracking custom data specific to a business, such as Projects, Assets, or Orders.

6. Explain the difference between a role and a profile in Salesforce.

Answer: A profile controls permissions and access settings for users, while a role defines a user’s place in the role hierarchy, affecting record sharing. Profiles determine what actions users can perform, while roles determine which records they can access.

7. What is a record type in Salesforce, and when would you use it?

Answer: A record type defines different sets of picklist values, page layouts, and business processes for a specific object. They are used when you want to customize the user experience or business processes for different subsets of records within the same object, such as Cases with different handling procedures.

8. How do you set up security and access controls in Salesforce, and what is the role of permission sets?

Answer: Security and access controls are set up through profiles, roles, and sharing settings. Permission sets

9. Why do you think Salesforce has become popular recently?

Answer: Salesforce has become popular recently due to its evolving cloud-based CRM, user-friendly, customer-oriented approach, integration ability, and innovative design, which enables organizations to structure the process, gain valuable insights, and enhance customer relationships in a pioneering digital world.

10. What are the Salesforce features you’re familiar with?

Answer: Some of the key features and aspects of Salesforce that I can discuss include:

Sales Cloud: Salesforce’s Sales Cloud offers tools for managing sales leads, opportunities, and customer relationships. It includes features such as lead management, opportunity tracking, email automation, and reporting.

Service Cloud: Service Cloud is designed for customer support and service management. It includes features like case management, knowledge base, live chat, and service analytics.

Marketing Cloud: Salesforce Marketing Cloud is a suite of marketing automation tools, enabling businesses to create, manage, and analyze marketing campaigns across various channels, including email, social media, and advertising.

Community Cloud: Community Cloud facilitates the creation of branded online communities for customers, partners, and employees, allowing for collaboration, support, and engagement.

Commerce Cloud: Formerly known as Demandware, Commerce Cloud is Salesforce’s e-commerce solution that helps businesses create and manage online stores, integrate with customer data, and provide a personalized shopping experience.

Einstein Analytics: This feature leverages artificial intelligence (AI) and analytics to provide insights, predictions, and recommendations, helping organizations make data-driven decisions.

Lightning Experience: Salesforce Lightning is the modern and streamlined user interface that enhances productivity and

Ensure you have enough idea about the Salesforce features because this will show how familiar you are with the platform and help you answer further questions.

Salesforce Consultant Interview Questions: Moderate-Level

11. What is a Salesforce object?

An object is a database table that holds information specific to a company (columns are fields, and rows are records). Salesforce has two sorts of objects: custom objects and standard objects.
Standard object — A standard object is created by Salesforce by default — for example, Contact, Account, and Lead.
Custom object — A custom object is generated by the user and can contain any information the user desires. For example, you can create a custom “Location” object to hold information about the location of a company’s numerous branches.

12. What’s the distinction between static and dynamic dashboards?

The distinction between Static and Dynamic dashboards is explained here.
Static dashboards- Static dashboards are the default dashboards that every user can see. It can be used to display organizational-wide statistics to a group of users.
Dynamic dashboards- Data personalized for a single user is displayed in dynamic dashboards. You can use it to display data specific to one person, such as the amount of sales closed, leads converted, and so on.

13. Explain record kinds in Salesforce and when they might be helpful.

Distinct user profiles require distinct picklist values, page layouts, and business processes. They are helpful when a single object must record multiple sorts of data based on user requirements.

After going through these questions, if you feel like you need clarification! You can always look out for a Salesforce learning with Janbask.

14. How do you construct a data model in Salesforce to maintain data quality and efficiency?

Creating custom objects, fields, and connections that appropriately reflect the business process is part of designing a data model. It should reduce data redundancy, eliminate complex linkages, and consider reporting requirements.

15. What is an approval process, and how do you set one up in Salesforce?

An approval process automates the approval of documents like opportunities or expense reports. It comprises approval or rejection steps that can be defined using the Approval Process wizard.

16.Describe the process of establishing a multi-step approval procedure in Salesforce.

In multi-step approval processes, approval phases, actions (approve/reject), and criteria for each are defined. Users with the necessary permissions can submit records for approval, and selected approvers can evaluate and act on the records.

17. How would you connect Salesforce with other systems, such as an ERP or marketing automation software?

Integration entails determining data flow requirements, selecting appropriate integration techniques (APIs, middleware, connectors), mapping data fields, and maintaining data consistency across systems.

18. Describe the distinctions between declarative and programmatic customization in Salesforce.

Declarative customization entails using point-and-click tools such as Process Builder, Workflow Rules, and Validation Rules. Apex (programming language) and Visualforce (markup language) generate bespoke capabilities through programmatic customization.

19. What are Lightning Components, and how do they improve the user experience in Salesforce?

An interviewer often asks this salesforce consultant interview question. So make sure you answer this with confidence. Now, let’s get to the answer:

Data migration entails mapping data fields, cleaning and converting data, and moving data from the legacy system to Salesforce utilizing technologies such as Data Loader or third-party applications.

20. What exactly is Visualforce on Force.com?

Visualforce is the Force.com platform’s user interface, which allows developers to design sophisticated, proprietary UI suited for native hosting on the Lightning platform.
Its framework includes a tag-based markup language and conventional server-side

controllers for everyday database operations such as queries. Every Visualforce tag is associated with a UI component, such as a field, related list, or page part.

Visualforce is built using the standard MVC approach. A developer can use the logic in regular Salesforce pages to control its components. They can also associate their own Apex logic with a controller class.

21. Describe the objective of the Salesforce AppExchange.

Salesforce’s AppExchange is a marketplace for third-party applications that may be linked into Salesforce to increase functionality and fulfill specific business needs. It is beneficial for a Salesforce developer.

22. How can user adoption be ensured throughout a Salesforce implementation?

The answer to this salesforce consultant interview question can be short and crispy. It can be in such a manner: User adoption can be increased by integrating users early in the process, offering enough training, stressing benefits, addressing concerns, and soliciting feedback regularly.

23. What is the function of validation rules in Salesforce?

Validation rules ensure data accuracy by comparing input to predefined criteria before saving it. They contribute to data integrity by preventing incorrect or incomplete data entry.

24. Explain the distinction between workflow rules and process builders.

Workflow rules automate typical internal procedures and processes, whereas Process Builder creates a graphical depiction of the process to automate complicated corporate processes.

25. In Salesforce, how do you control security and data access?

It is one of the common Salesforce technical consultant interview questions and can be answered as such: Salesforce includes role hierarchies, sharing rules, and profiles to control data access. Roles define a user’s position in the organization, profiles define object-level rights, and sharing rules grant access based on criteria.

26. What are bespoke labels, and how do they work?

Custom labels are text values that can be utilized across many organizational applications. They are used to construct multilingual applications that make text localization easier for different languages.

27. Describe the use of analytic snapshots in Salesforce.

Analytic snapshots are objects that capture and store data at a particular time. This information can be used for historical reporting as well as trend research.

28. What exactly do you mean by a Salesforce sandbox?

An interviewer expects a complete answer to this salesforce consultant interview question. To demonstrate your salesforce knowledge, try to provide as descriptive an answer as possible. A sandbox is a replica database that may be used for testing and development. It is helpful since it allows you to test new ideas on the replica database without affecting the original.

Salesforce has four types of sandboxes:

Developer Sandbox contains a copy of the production org’s metadata and is intended for segregated development and testing.
Developer Pro Sandbox — This sandbox serves the same purpose as the developer sandbox but can hold larger datasets.
Partial Copy sandbox — It is just designed for testing purposes. It contains a sample of the data and metadata from the production organization.
Full sandbox — It is only meant for usage as a testing environment. It holds all of the production organization’s data, including objects, attachments, and metadata.

29. How do you deal with data migration from a legacy system to Salesforce?

Data migration entails mapping data fields, cleaning and converting data, and transferring data from the legacy system to Salesforce utilizing tools such as Data Loader or third-party solutions.

Salesforce Consultant Interview Questions: Advanced Level

30. What exactly do you mean by governor limitations?

The governor determines how much data can be saved on a shared database. They aid in preventing the monopolization of shared resources (storage, CPU, memory).

Here are a few instances of Salesforce governor limits:

Salesforce servers have a maximum CPU time of 10,000ms.
The total number of sendEmail methods permitted is ten.
A SOQL query returned fifty thousand total records.
100 is the total number of callouts in a transaction.

Top 50 Salesforce Consultant Interview Questions & Answers