Salesforce Fundamentals

Question 1

Q. What is Salesforce?

Answer 1

A. Salesforce is a cloud-based Customer Relationship Management (CRM) platform that helps businesses manage sales, customer service, marketing, and more.

Question 2

Q. What are the key benefits of Salesforce?

Answer 2

A. Scalability, security, customization, automation, AI-powered insights, and integration capabilities.

Question 3

Q. What is multi-tenancy in Salesforce?

Answer 3

A. Multi-tenancy means multiple customers (tenants) share the same infrastructure and database while keeping their data isolated.

Question 4

Q. What is metadata-driven architecture in Salesforce?

Answer 4

A. Salesforce stores configurations, customizations, and code as metadata, allowing easy upgrades and flexibility.

Question 5

Q. What are the main Salesforce product offerings?

Answer 5

A. Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Experience Cloud, Analytics Cloud, and more.

Question 6

Q. What is Salesforce Customer 360?

Answer 6

A. A strategy that unifies customer data across Salesforce products to provide a single, comprehensive view of each customer.

Question 7

Q. What are the different Salesforce editions?

Answer 7

A. Essentials, Professional, Enterprise, and Unlimited.

Question 8

Q. What is the difference between Professional and Enterprise Editions?

Answer 8

A. Enterprise Edition includes advanced automation, API access, and custom development options, whereas Professional has limited customization and no API access.

Question 9

Q. Which Salesforce edition is best for small businesses?

Answer 9

A. Essentials, as it offers basic CRM functionalities at a lower cost.

Question 10

Q. What is the difference between Sales Cloud and Service Cloud?

Answer 10

A. Sales Cloud is designed for sales automation, lead management, and forecasting, whereas Service Cloud is focused on customer support, case management, and field service.

Question 11

Q. What is the core architecture of Salesforce?

Answer 11

A. Multi-tenant, metadata-driven architecture running on a highly scalable cloud infrastructure.

Question 12

Q. What is the Salesforce AppExchange?

Answer 12

A. An online marketplace where users can find and install third-party applications to extend Salesforce functionality.

Question 13

Q. What is an org in Salesforce?

Answer 13

A. An org (organization) is a unique instance of Salesforce with its own data, users, and customizations.

Question 14

Q. What is the difference between a production org and a sandbox?

Answer 14

A. A production org is the live environment, while a sandbox is a copy used for development, testing, or training.

Question 15

Q. What are the common Salesforce user license types?

Answer 15

A. Salesforce, Salesforce Platform, Community, Partner, and Identity licenses.

Question 16

Q. What is the difference between a Salesforce and a Salesforce Platform license?

Answer 16

A. Salesforce licenses have full CRM capabilities, while Salesforce Platform licenses have limited CRM functionality but allow custom apps.

Question 17

Q. What are Chatter Free and Chatter Only licenses?

Answer 17

A. Chatter Free allows collaboration without Salesforce access, while Chatter Only provides limited CRM access.

Question 18

Q. What are standard objects in Salesforce?

Answer 18

A. Predefined objects such as Accounts, Contacts, Leads, and Opportunities.

Question 19

Q. What is the difference between lookup and master-detail relationships?

Answer 19

A. Lookup relationships are loosely connected, while master-detail relationships enforce a parent-child dependency.

Question 20

Q. What is a junction object?

Answer 20

A. A custom object used to create many-to-many relationships between two objects.

Question 21

Q. What is the role of Profiles in Salesforce?

Answer 21

A. Profiles define user permissions, object access, field-level security, and record visibility.

Question 22

Q. What is the difference between roles and profiles?

Answer 22

A. Profiles control object-level access, while roles define record-level access based on hierarchy.

Question 23

Q. What are permission sets?

Answer 23

A. Additional permissions granted to users beyond their profile settings.

Question 24

Q. What tools are available for process automation in Salesforce?

Answer 24

A. Workflow Rules, Process Builder, Flow, Approval Processes, and Apex Triggers.

Question 25

Q. What is the order of execution in Salesforce?

Answer 25

A. System validation, before triggers, record update, after triggers, assignment rules, workflow rules, process automation, escalation rules.

Question 26

Q. What are the different types of reports in Salesforce?

Answer 26

A. Tabular, Summary, Matrix, and Joined reports.

Question 27

Q. What is a dashboard in Salesforce?

Answer 27

A. A visual representation of multiple reports to provide insights.

Question 28

Q. What APIs are available in Salesforce?

Answer 28

A. REST API, SOAP API, Bulk API, Metadata API, and Streaming API.

Question 29

Q. What is Salesforce Connect?

Answer 29

A. A tool that allows external data integration without storing it in Salesforce.

Question 30

Q. How often does Salesforce release updates?

Answer 30

A. Three times a year: Spring, Summer, and Winter releases.

Question 31

Q. What is the Salesforce Release Notes?

Answer 31

A. A document that details new features, enhancements, and deprecations for each release.