Top 60 Salesforce Interview Questions For Sales Managers


What Is Salesforce? 

Salesforce is an internationally recognized American cloud-based software firm that offers CRM (Customer Relationship Management) services. Salesforce is a renowned CRM application used by support, sales, and marketing departments all around the world. Salesforce services enable companies to engage effectively with associates, clients, and prospective customers by leveraging cloud technology. Companies use the Salesforce CRM to track customer activity, market to customers, and provide other services. 

A CRM platform allows you to dive deeper into the metrics and data; create a dashboard that visually displays the data. In addition, have tailored outreach through automation. Another key advantage of a CRM platform is that it increases customer service’s ability to assist users or a sales team’s outreach measures. 

As per research, Salesforce has been increasing at a rate of 25 to 30 percent each year, and the firms using it are expanding as well—and they need more Salesforce professionals to support that expansion. The Salesforce job sector is much safer as the massive infrastructure continually expands. Furthermore, the abilities professionals develop as Salesforce experts are highly transmissible, making them essential even if you choose to change careers. 

Salesforce Interview Questions and Answers 

Let’s go through this list of Salesforce interview questions and answers, suitable for freshers as well as experienced individuals. 

1. What is Salesforce? 

This is one of the most asked Salesforce interview questions, and the interviewer is trying to see if you can summarize your understanding into a concise response or not. 

Salesforce is the most successful Customer Relationship Management (CRM) tool available as a low-cost software-as-a-service to subscribers (SaaS). 

2. What is a Salesforce custom object? 

Custom objects in Salesforce are database tables that hold data about the firm in 

3. What are some of the advantages of utilizing Salesforce? 

This is one of the most basic Salesforce interview questions for freshers to assess their ability to respond and confidence level.  

Salesforce has various advantages. 

  • Assists in comprehending the customer’s demands 
  • Provides a centralized communication platform for all project team members. 
  • The reporting process is quick and easy. 
  • Has a high level of adaptability 
  • Very simple to handle 
  • Can be merged with varied apps 

4. What is Self-relationship? 

A lookup relationship to the same object is referred to as a Self-Relationship. This concept enables users to utilize the object of Merchandise and associate it with other entities. 

5. What is an Object Relationship Overview? 

The object relationship overview connects custom object records to standard object records in a related list. This is useful for tracking product faults in associated customer situations. By establishing custom relationship fields on an object, Salesforce users can specify several sorts of relationships. 

6. What factors lead to data loss in Salesforce? 

In these types of Salesforce interview questions for experienced professionals, the Interviewer is looking for your ability to answer the question swiftly and confidently. 

Data loss can occur for different factors, including 

  • Changing the date and time. 
  • Migrating from various data formats to percent, number, and currency. 
  • Altering the multi-select picklist, checkbox, and auto-number types. 
  • Changing from any type to a multi-select picklist. 
  • Switching to auto-number. 
  • Changing the text area to an e-mail, phone number, URL, and text. 

7. How does Salesforce benefit from SaaS? 

SaaS (Software-as-a-Service) is a subscription-based service; clients can opt not to renew and stop using the application at any time. SaaS is designed to assist clients in avoiding upfront starting costs and expenditures. SaaS programs provide a basic Internet interface and are easy to integrate. 

8. Describe how Salesforce monitors sales. 

This sales manager interview question demonstrates your understanding of a tracking tool that stores useful information. 

Salesforce is a tracking tool that stores crucial information, such as 

  • The number of clients serviced each day 
  • The proportion of daily sales 
  • Sales Manager’s detailed reports 
  • Monthly or quarterly sales numbers 
  • Monitors and reports on recurring client behavior, which is critical in any sales operation. 

9. How many different sorts of relationships does provide? 

Salesforce distinguishes between two types of connections: master-detail relationships and lookup relationships. 

10. What is the trigger? 

The code that is performed before or after the record is modified or entered is referred to as the trigger. 

11. Is there a record limit? 

Salesforce users easily view their limit form setting by going to administration/Users. Users view their monthly limit and records exported during the month in the users area. 

12. What are the types of object relations? 

Salesforce has three types of object relations: 

  • One-to-many 
  • Many-to-many 
  • Master-detail 

13. What are the various report types available? 

Salesforce reports are classified as follows: 

  • Tabular report  
  • Matrix report  
  • Summary reports  
  • Joined report 

14. Can a dynamic dashboard be scheduled in Salesforce? 

A dynamic dashboard cannot be scheduled in Salesforce. 

15. Explain the Salesforce dashboard. 

The dashboard in Salesforce is a graphical depiction of the report. A dashboard can include up to 20 reports. 

16. What is a Wrapper Class? 

A Wrapper Class is a class whose members are a group of other objects and is used to show several objects within the same table on a Visualforce page. 

17. What is the sharing rule? 

The sharing rules are implemented when a user seeks to grant access to other users. 

18. What is an Audit Trail? 

The audit Trail function is important for gathering information or recording all of the latest setup modifications made by the administrators in the company. Data can be saved in the audit trail for up to six months. 

19. When a record is removed, what changes to the master-detail and lookup relationships? 

When the master record is removed in a master-detail relationship, all the data are also deleted. In a lookup relationship, however, the child record persists even if the parent record is removed. 

20. What is a Salesforce static resource? 

Users can use the static resource to submit zip files, pictures, jar files, JavaScript, and CSS files that can be linked to a Visualforce page. The ideal size for static resources is 250 MB. 

21. State the difference between a static and a dynamic dashboard. 

The interviewer will assess your knowledge of terms in these types of Salesforce CRM interview questions. 

  • Static dashboards are the default dashboards that every user may see. It displays organizational-wide statistics to a group of users. 
  • Data personalized for a single user is shown in dynamic dashboards. It displays facts particular to a single user. 

22. What happens to master-detail and lookup relationships when a record is deleted? 

In a master-detail relationship, details are deleted when the master record is deleted. However, in a lookup relationship, the child record doesn’t get affected even when the parent record is deleted. 

23. How are apex classes edited in a production environment? 

Apex classes are not edited directly in a production environment. It is done in the sandbox first, then in production where a user makes modifications with Author Apex authorization. 

24. What are the Salesforce subsidiaries? 

The following are some of Salesforce’s subsidiaries: 

  • Pardot 
  • Tableau 
  • Heroku 
  • Demandware Inc 
  • Mulesoft 
  • SalesforceIQ 

25. What are the types of Salesforce Apex collections? 

Collections are variables used to hold a large number of data. Salesforce collection types include: 

  • Lists 
  • Maps 
  • Sets 

26. What are getter and setter? 

The getter (get) is used to deliver values from the controller to the VF page. 

The setter (set) is used to restore the value to the controller variable. 

27. What are permission sets? 

A Permission Set is an assortment of settings or permissions that allow the user to use tools and operations. The permission sets can increase functional access for different sorts of users without modifying their profiles by using permission sets. 

28. What is the purpose of serving Visualforce pages from a different domain? 

Visualforce pages are delivered from a unique domain to prevent cross-site scripting and increase security, 

29. How can we delete a Salesforce user? 

No, it is not possible to remove a Salesforce user.

30. Can we modify the license when we make a profile?

These types of Salesforce technical interview questions are asked to evaluate your concepts.  

No, we cannot modify the license once we have made the profile. 

31. What is Workflow? 

The workflow is a programmed procedure for validating assessment criteria and rule criteria. 

32. State the between a Trigger and a Workflow? 

Workflow is an automated procedure that executes actions based on evaluation and rule criteria. A trigger is a code element that is performed when or after a record is modified or entered. 

33. State the between and provides Platform-as-a-Service (PaaS), whereas provides Software-as-a-Service (SaaS) (SaaS). 

34. How many external service callouts can be made in a single Apex transaction? 

After the first 100 callouts to an HTTP request or API call, governor limitations will apply. 

35. What steps can you take to avoid governor limits? 

The interviewer asks these types of tricky Salesforce interview questions for experience to evaluate that the candidate is familiar with the best tricks and practices. 

  • Bulky the Code 
  • Utilize @future Appropriately 
  • No SOQL or DML operations should be performed within a loop. 
  • Queue large datasets  
  • If you have more than 50,000 records, use batch apex. 

36. What is pagination? 

Pagination is a technique for displaying a large number of records on numerous pages. Instead of limiting the number of entries displayed on each page, we utilize pagination. 

37. State the difference between WhoID and WhatId? 

The interviewer will assess your knowledge of terms in these types of Salesforce interview questions 

WhoID refers to persons such as contacts or leads, whereas WhatId refers to objects. 

38. What is Salesforce Data Skew? 

When a huge number of child records are linked to a single parent record, this is referred to as data skew. 

There are three types of data skew. 

  • Account data skew 
  • Ownership skew 
  • Lookup skew 

39. When should you utilize apex? 

Apex is used in contexts, including- 

  • Creation of e-mail services, web services, sophisticated business processes, and bespoke transaction logic. 
  • To carry out complicated validation over numerous items 
  • To incorporate custom logic into another operation 

40. Can a single user be assigned to two profiles? 

The interviewer asks these types of tricky Salesforce interview questions to know if you have clarity of concepts. 

Users gain access to Salesforce based on the profile granted to them. Many users can be given to a single profile. Consider the following scenario: the administrator builds a sales profile. The administrator must now grant several sales team members access to a single sales profile. 

However, the administrator cannot grant a user access to more than one profile as sales representatives should only have access to the sales profile. As a result, two profiles cannot be given to the same user. 

41. How do you manage commas within a field when using Data Loader to upload? 

These types of Salesforce interview questions are asked to assess your technical knowledge of the basic rules. 

If there is a comma in the field content, I wrap it in double quotation marks;” “. 

42. State the difference between profile and role. 

The interviewer will assess your understanding of both the terms in the sales manager interview question. 

Role  Profile 
Specifies a user’s data visibility  Limits what a user may accomplish within an organization 
Based on the hierarchy specifies which user data can be viewed  Specifies permissions 
Not mandatory  Mandatory 

 43. What are page layouts? 

On object record pages, page layouts manage the layout and arrangement of buttons, fields, Visualforce, custom links, and related lists. They benefit in the organization of user interface pages by specifying which custom fields, links, and associated lists are needed, read-only, and visible to the user. 

44. State a few examples of custom field types? 

Date, Email, Date/Time, Date, currency, number, percent, checkbox, phone, URL, Geolocation, Text Area, lookup relationship, master-detail relationship, text, Pick list, Pick list, etc. 

45. What is a tab in Salesforce? 

A tab is a user interface component that the user creates to show custom object data. 

There are types of tabs: 

  • Custom Tabs 
  • Visual force Tabs 
  • Web Tabs 

46. Can a user use their logo while building their personalized applications? 

Yes, users can download their unique logo to documents and then select that logo for their company. 

47. What are some of the page layout customizations? 

Fields, Buttons, Custom Links, Sections, and Related Lists can be customized on the page layout. 

48. What is Sandbox org? 

A sandbox offers a copy of your business in a distinct environment usable for multiple purposes, such as testing and training. It is possible to create many copies of the same setting for diverse reasons like building, testing, and training without compromising data in the production org. 

49. What are the types of Salesforce Sandboxes? 

Salesforce Sandboxes are classified into four categories: 

  • Developer Sandbox 
  • Developer Pro Sandbox 
  • Full Sandbox 
  • Partial Data Sandbox 

50. What are Bucket Fields? 

Bucket Fields are used in reports to classify records without the need for a formula or a custom field. They are only present in the reports. When a bucket column is established, numerous groups of report data are formed. 

51. What is the Roll-up Summary Field for? 

The roll-up summary field in a master record can show a value based on the data in the detail record. It inserts values into connected entries, such as those in related lists. It is only applicable in a master-detail relationship. 

52. What is Asynchronous Apex? What are the types of Asynchronous Apex? 

Asynchronous Apex is used to execute operations scheduled to occur later.  

There are four types: 

  • Future Methods 
  • Queueable Apex 
  • Batch Apex 
  • Schedules Apex 

Q53. What are the different types of Bindings in Salesforce? 

Tip: The interviewer is interested in knowing your experience level in these types of Salesforce interview questions. 

In Salesforce, three types of bindings are employed: 

Data Bindings: This relates to the controller’s data set. 

Action Bindings: This term relates to the controller’s action methods. 

Component Bindings: This term refers to various additional Visualforce components. 

Q54. What is a Developer Console? 

The Developer Console is a comprehensive development tool containing various tools. These can be used to design, debug, and validate apps. 

Q55. What are the various methods for deploying Metadata in Salesforce? 

In Salesforce, metadata is implemented in the following ways: 

  • Change Sets 
  • com Migration Tool – ANT/Java-based. 
  • Eclipse with IDE. 
  • Salesforce Package 

Q56. What are packages? What are the different types of Packages? What are Managed Packages? 

A package is a collection of several components or related apps. 

Packages are classified into two types: 

  • Managed Packages  
  • Unmanaged Packages 

Managed Packages are used to sell and deliver software to users. 

Q57. What tag is used to create a Button, URL link, and Password Protection? 

This is one of the most common Salesforce interview questions. 

  • <apex: commandbutton> is used for the button. 
  • <apex: outputLink> is used for link URL. 
  • <apex: inputSecret> is used for password protection. 

Q 58. Explain Obligatory Outer Tag. In Visualforce, which tag is used to present a video? 

The tag apex: page> is the required outer tag. The tag<apex. flash> is used in Visualforce to present a video.  

Q59. What is a User Interface? 

Configure the user interface in Salesforce to provide users with the most excellent working experience. You can change the organization’s user interface by activating and disabling features. 

Q60. What is the needed minimum test coverage for deployment? 

In Salesforce, at least 75% of the Apex code should be covered by unit tests, and all of these tests should complete. 


Salesforce is a major Customer Relationship Management platform today, and competent professionals are in high demand. However, competition for the position is fierce, so preparation is essential if you want to stand out. These top 60 Salesforce interview questions are often asked in the Salesforce interviews and will assist you in preparing for and excelling in Salesforce interviews. 

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