10 SFDC Interview Questions and Answers in 2023
1. How would you design a custom object in Salesforce to store customer data?
When designing a custom object in Salesforce to store customer data, there are several steps that need to be taken.
First, I would create the custom object in Salesforce. This can be done by navigating to Setup > Create > Objects. From there, I would enter the object name, label, and plural label. I would also select the record name and any other fields that I want to include in the object.
Next, I would create the fields that I want to store customer data in. This can be done by navigating to Setup > Create > Objects > [Object Name] > Fields & Relationships. I would then create the fields that I want to store customer data in, such as name, address, phone number, email address, etc. I would also set the data type for each field, such as text, number, date, etc.
Once the fields have been created, I would create the page layouts for the object. This can be done by navigating to Setup > Create > Objects > [Object Name] > Page Layouts. I would then create the page layouts for the object, which will determine how the fields are displayed on the page.
Finally, I would create the record types for the object. This can be done by navigating to Setup > Create > Objects > [Object Name] > Record Types. I would then create the record types for the object, which will determine which fields are available for each record type.
Once all of these steps have been completed, I would have a custom object in Salesforce that is ready to store customer data.
2. Describe the process of creating a custom Visualforce page in Salesforce.
Creating a custom Visualforce page in Salesforce involves several steps.
1. First, you need to create a Visualforce page. This can be done by navigating to Setup > Develop > Pages and clicking the “New” button. You will then be prompted to enter a name for the page and a description.
2. Next, you need to add the Visualforce markup to the page. This can be done by using the Visualforce markup language, which is a combination of HTML and Salesforce-specific tags. You can also use the Visualforce Component Library to add components to the page.
3. Once the markup is complete, you need to add the Apex controller to the page. This is the code that will be used to control the behavior of the page. You can either create a new Apex controller or use an existing one.
4. Finally, you need to add the Visualforce page to the Salesforce application. This can be done by navigating to Setup > Develop > Pages and clicking the “Edit” button. You will then be prompted to select the Visualforce page and the Apex controller.
Once the page is added to the application, it can be accessed by users.
3. What is the difference between a trigger and a workflow in Salesforce?
The main difference between a trigger and a workflow in Salesforce is that a trigger is a piece of code that is executed before or after a record is inserted or updated, while a workflow is an automated process that is triggered by changes to a record or by a specific time or date.
Triggers are written in Apex, Salesforce’s proprietary programming language, and are used to perform custom logic on records. Triggers can be used to perform calculations, update related records, send emails, and more. Triggers are often used to enforce business rules and data integrity.
Workflows, on the other hand, are used to automate processes. Workflows can be used to send out emails, update fields, create tasks, and more. Workflows are created using a graphical user interface and do not require any coding. Workflows are often used to automate processes such as sending out notifications or updating records.
In summary, triggers are used to perform custom logic on records, while workflows are used to automate processes.
4. How would you debug an Apex class in Salesforce?
Debugging an Apex class in Salesforce requires a few steps.
First, I would review the debug logs. Debug logs are a great way to identify any errors or exceptions that may be occurring in the Apex class. I would look for any errors or exceptions that are being thrown and then review the code to identify the root cause of the issue.
Second, I would use the System.debug() method to log out any variables or values that I want to inspect. This will allow me to see the values of the variables at different points in the code and help me identify any issues.
Third, I would use the Developer Console to step through the code line by line. This will allow me to see the values of the variables at each line and help me identify any issues.
Finally, I would use the Apex Replay Debugger to debug the code in a production environment. This will allow me to debug the code in a production environment without impacting the users.
These are the steps I would take to debug an Apex class in Salesforce.
5. What is the difference between a custom object and a custom setting in Salesforce?
The main difference between a custom object and a custom setting in Salesforce is that custom objects are used to store data, while custom settings are used to store configuration data.
Custom objects are database tables that allow you to store data specific to your organization. They are similar to standard objects, but they are created and managed by the organization. Custom objects can have custom fields, relationships, and page layouts. They can also be used to create custom tabs, list views, reports, and dashboards.
Custom settings, on the other hand, are similar to custom objects, but they are used to store configuration data. They are used to store data that is used across the organization, such as user preferences, application settings, and feature flags. Custom settings are stored in hierarchical structures, which allow you to store data at the organization, profile, or user level. They can also be used to store data that is used in formulas, validation rules, and workflow rules.
6. How would you create a custom report type in Salesforce?
Creating a custom report type in Salesforce is a straightforward process.
1. Log into Salesforce and navigate to Setup.
2. In the Quick Find box, type “Report Types” and select Report Types.
3. Click the New Custom Report Type button.
4. Enter a Report Type Label and Report Type Name.
5. Select the Primary Object for the report type.
6. Select the Record Types that should be included in the report type.
7. Select the Related Objects that should be included in the report type.
8. Select the fields that should be available for reporting.
9. Click the Save button.
Once the custom report type has been created, users can create reports using the new report type. To do this, they will need to navigate to the Reports tab, click the New Report button, and select the new report type from the list of available report types.
7. Describe the process of creating a custom Lightning component in Salesforce.
Creating a custom Lightning component in Salesforce involves several steps.
1. Create the Component Bundle: The first step is to create the component bundle, which is a folder that contains all the files necessary for the component. This includes the component’s markup, controller, helper, renderer, and style files.
2. Create the Component Markup: The component markup is the HTML template that defines the component’s structure and layout. It is written in the Lightning Web Components (LWC) markup language.
3. Create the Component Controller: The component controller is the JavaScript class that contains the logic for the component. It is responsible for handling events, setting attributes, and calling server-side methods.
4. Create the Component Helper: The component helper is an optional JavaScript class that contains utility methods for the component. It is used to simplify the controller code.
5. Create the Component Renderer: The component renderer is an optional JavaScript class that is responsible for rendering the component. It is used to customize the component’s appearance.
6. Create the Component Style: The component style is an optional CSS file that is used to style the component.
7. Create the Component Test: The component test is an optional JavaScript class that is used to test the component. It is used to ensure that the component works as expected.
8. Deploy the Component: The final step is to deploy the component to the Salesforce org. This can be done using the Salesforce CLI or the Salesforce UI.
8. What is the difference between a custom object and a custom field in Salesforce?
The difference between a custom object and a custom field in Salesforce is that a custom object is a database table that stores data specific to your organization, while a custom field is a column within that table that stores a specific type of data.
A custom object is a database table that stores data specific to your organization. It is created by an administrator or developer and can be used to store data that is not available in the standard Salesforce objects. For example, you could create a custom object to store customer feedback or survey responses.
A custom field is a column within a custom object that stores a specific type of data. It is created by an administrator or developer and can be used to store data that is not available in the standard Salesforce fields. For example, you could create a custom field to store customer feedback or survey responses.
Custom objects and custom fields are both important components of Salesforce and can be used to store and manage data specific to your organization. Custom objects are used to store data in a database table, while custom fields are used to store specific types of data within that table.
9. How would you create a custom formula field in Salesforce?
Creating a custom formula field in Salesforce is a relatively straightforward process.
First, navigate to the object you want to create the formula field on. This can be done by going to Setup > Object Manager > [Object Name].
Once you are on the object page, click the Fields & Relationships tab. From there, click the New button and select Formula from the list of field types.
Next, you will need to enter the details for the formula field. This includes the Field Label, the Field Name, the Formula Return Type, and the Formula itself.
The Field Label is the name of the field that will be displayed to users. The Field Name is the API name of the field and should not contain any spaces or special characters. The Formula Return Type is the data type of the field, such as Text, Number, Date, or Currency.
Finally, you will need to enter the formula itself. This is where you will enter the logic that will be used to calculate the value of the field. You can use a combination of operators, functions, and fields to create the formula.
Once you have entered all of the details, click the Save button to create the formula field. The field will now be available for use in reports, list views, and other areas of Salesforce.
10. Describe the process of creating a custom Apex class in Salesforce.
Creating a custom Apex class in Salesforce is a straightforward process.
First, you need to log into your Salesforce org and navigate to the Developer Console. From there, you can create a new Apex class by clicking on the “File” menu and selecting “New”.
Next, you will need to give your class a name and select the “Apex Class” option from the drop-down menu. You can then enter the code for your class in the text editor.
Once you have finished writing your code, you can save the class by clicking on the “Save” button. You can then compile the class by clicking on the “Compile” button. This will check your code for any errors and compile it into an executable form.
Finally, you can deploy the class to your Salesforce org by clicking on the “Deploy” button. This will deploy the class to your org and make it available for use.
Creating a custom Apex class in Salesforce is a simple process that can be completed in a few steps. With the right knowledge and experience, you can create powerful custom classes that can be used to extend the functionality of your Salesforce org.