Consultant Salesforce Interview Questions Flashcards
At a high-level, can you describe the Software Development Lifecycle?
The SDLC is a concept to implement IT systems. It includes: 1. Planning 2. Analysis 3. Design 4. Implementation 5. Testing & Integration 6. Maintenance
Can you name a few ways to help improve Salesforce user adoption?
TRAINING: Salesforce is not easy, so it’s imperative to provide users with sufficient training
FEATURE DEVELOPMENT: Salesforce professionals will get feature requests from their users all the time. Even if you can’t address all of their requests, it’s important to address their issue.
SUPER USERS: If you have Superusers, it will help drive adoption. Many times Admin won’t be able to provide all the necessary support, so having superusers (Champions) in your network will help with user adoption
What can be implemented in Salesforce to help ensure clean data?
Clean data has always been an issue in IT.
Some ways to make sure the data is clean:
VALIDATION: Using required fields, pick-lists, validation rules or setting the correct permissions
DUPLICATE MANAGEMENT: Data can come from many sources, so Salesforce offers various tools to prevent duplicate data. For example, we could use a set to store values for that specific field from all existing records and compare it with the list of the new records that are about to be inserted.
DEDUPLICATION TOOLS: If the data is beyond repair we can use the AppExchange and find tools specifically for that.
How is the Salesforce DevOps movement helping companies using Salesforce?
Back in 2015 Salesforce was the most dreaded application to work with, it have very few tools to support developers.
Now that DevOps is fully merged with Salesforce, there are many tools and frameworks to support developers. It provides seamless collaboration between your operations and development teams.
What is the “Person Accounts” feature, and how can it help organizations?
Salesforce was originally built as a Business-to-Business system however, many companies started using Salesforce as a Business-to-Consumer. So Salesforce extended the functionality of their platform to deal with consumers by adding a new type of records, which is “Person Accounts”, a combination of Accounts and Contacts.
What are some ways you can customize the look and feel of Salesforce?
You can change the logo so that the organization can use their own logo
You can also change the colors by using Themes.
You can set a background image that will display behind Salesforce components.
What is the Lightning App Builder used for?
Lightning App Builder is part of the Lightning Experience. While Page Layouts allows you to edit the detail part for the record pages, the Lighting App Builder allows you to edit the rest of it. You can move components around, add or delete components and change the page template. It basically offers a truly customizable experience for the user.
How would you explain Salesforce to someone who has never used a CRM?
CRM stands for “Customer Relationship Management”. All businesses have some form of CRM to record customer’s information, customer’s interactions, products they purchased, and so on.
It replaces the need for a spreadsheet or a notebook.
Can you explain the key dates you need to be aware of with every Salesforce release?
Salesforce has 3 releases in a year, Spring, Summer and Winter. There are multiple dates a developer should be aware of:
RELEASE DATE: The date the release actually happens
SANDBOX PREVIEW: The date when your own sandboxes will be upgraded
RELEASE NOTES: Release notes are also important to familiarize your self with any aspects of the release
What is scope creep?
For a project to be successful, it needs to be within budget, scope and completed on time. If in the middle of the project new requirements come up, that is Scope Creep (adding an extra scoop)
Salesforce developers need to understand how to handle Scope Creep, and how to manage the customer’s expectations.
