🔒

Unlock Interview Q&A

Join the GoSalesforce community to access expert interview questions, career guides, and premium resources.

Q&A Hub

Interview Questions

Master your Salesforce skills with our curated list of interview questions and expert answers.

🔍

Salesforce Object Model & Configuration

1. What is Agile methodology? How does a Sprint work?

Answer :
Agile is an iterative development methodology. Work is broken into Sprints (typically 2 weeks). Process: Sprint Planning (select items from backlog, estimate using story points) → Daily Standups → Development → Sprint Review/Demo → Sprint Retrospective. Tools: Jira, Azure DevOps. Ceremonies: Sprint Planning, Daily Scrum, Sprint Review, Sprint Retrospective, Backlog Grooming.

2. Difference between Lookup and Master-Detail relationships?

Answer :
Lookup: Loosely coupled — child can exist without parent. Parent deletion doesn't cascade. OWD is independent. No rollup summary fields. Lookup field is not required. Master-Detail: Tightly coupled — child cannot exist without parent. Parent deletion cascades to children. Child inherits parent's OWD. Supports Rollup Summary fields on master. MD field is required and locked after data exists.

3. Can we convert Lookup to Master-Detail and vice versa?

Answer :
Lookup → MD: Possible IF all existing records have a value in the lookup field (no nulls) and the relationship doesn't already have data that violates MD rules. The 'Change Field Type' button appears when conditions are met. MD → Lookup: Possible, but you lose rollup summary fields and cascade delete behavior. OWD becomes independent.

4. What is a Junction Object?

Answer :
A junction object implements a many-to-many relationship using two Master-Detail relationships. The primary master (first MD relationship created) determines OWD inheritance. Standard examples: CampaignMember (Campaign + Lead/Contact), OpportunityContactRole. For custom objects, the junction record is deleted when either parent is deleted.

5. What are Record Types?

Answer :
Record Types allow different picklist values, page layouts, and business processes for different records of the same object. Assigned to profiles — each profile can have a default record type per object. Use cases: Different sales processes, different case types (IT vs HR), different opportunity stages per division.

6. What are Custom Permissions?

Answer :
Custom Permissions are feature-level permissions (not object/field level) that you define. Used to control access to features: buttons, functionality, UI elements. Assigned via Permission Sets. Check in Apex: FeatureManagement.checkPermission('My_Permission'). Check in LWC: import hasPermission from '@salesforce/customPermission/My_Permission'.

7. Difference between Workflow Rule and Flow / Process Builder?

Answer :
Workflow Rules: Legacy — simple field updates, email alerts, outbound messages, tasks. Single object only, no complex logic. Salesforce has announced no new features for workflow rules. Flow: Modern replacement — supports complex logic, multiple objects, user input (Screen Flow), scheduled paths, subflows, Apex calls. Salesforce is retiring Process Builder — migrate to Flows.

8. What are Field Sets in Salesforce?

Answer :
Field Sets are groupings of fields on an object that can be referenced dynamically in Apex or Visualforce/LWC. They allow admins to add/remove/reorder fields without code changes. In Apex: Schema.FieldSet fs = Schema.SObjectType.Account.fieldSets.My_Field_Set; List<Schema.FieldSetMember> members = fs.getFields();

9. How many ways can we make a field mandatory?

Answer :
Field definition: Check 'Required' checkbox on the field Page Layout: Mark field as 'Required' on a specific page layout Validation Rule: Add a formula that returns true when field is empty Apex Trigger: Use addError() to prevent save when field is empty Flow: Before Save record-triggered flow — check and throw fault NOTE: Making a field required via trigger — yes it's possible using addError() in a before insert/update trigger.

10. What is the Approval Process?

Answer :
Approval Processes automate multi-step record approvals. Components: Entry Criteria → Approval Steps (approver, criteria) → Approval/Rejection Actions. Features: Delegated approvers, queues as approvers, escalation, email templates. Can be triggered from a button, Apex (Process.ProcessWorkitemRequest), or Flow.

11. What is Email-to-Case?

Answer :
Email-to-Case automatically creates Case records from incoming customer emails. Setup: Enable Email-to-Case → Create routing address → Add email to your support mailbox. On-demand Email-to-Case uses Salesforce email relay. Each email thread links to the case. Can set default values (Status, Priority, Queue assignment).

💬 Community Chatter

Loading...
🔐

Join the Community Discussion

Login to ask questions, share answers, and connect with other Salesforce professionals.

Welcome Back

OR
Don't have an account? Sign up