Interview Questions

When a record is saved, Salesforce executes in this order:

Lead Conversion creates an Account, Contact, and optionally an Opportunity from a Lead record. The Lead is marked as Converted. Custom field mapping (Lead Field Mapping) can populate fields on the created objects. Contact and Account creation are mandatory; Opportunity is optional (checkbox 'Do not create an Opportunity').

A Sales Process defines the Stage picklist values available for Opportunities of a specific Record Type. Different products or regions may have different stages. Configured in Setup > Sales Processes, then assigned to Opportunity Record Types.

Assignment Rules (Lead and Case) automatically assign records to users or queues based on criteria. Only one rule can be active at a time. For Leads: triggered on insert/conversion. For Cases: triggered on insert or when 'Assign using active assignment rules' is checked on update.

Omni-Channel is a Salesforce Service Cloud feature that routes work items (Cases, Chats, etc.) to agents based on skills, availability, and capacity. Types of routing: Queue-Based, Skills-Based, External Routing. Agents manage their availability via the Omni-Channel utility. — End of Guide — Good luck with your interviews!