Salesforce Interview Prep: 2025 Key Concepts Quiz Quiz

Sharpen your understanding of Salesforce interview topics with this quiz covering core features, data security, automation, SOQL, roles, junction objects, governor limits, Apex, triggers, and more. Designed to help candidates and professionals master the most relevant Salesforce concepts for technical interviews in 2025.

1. Definition and Benefit of Salesforce

   What is Salesforce, and why is it widely adopted by businesses today?

   1. A cloud-based CRM platform that helps organizations manage sales, marketing, and customer service in a centralized way.
   2. An on-premises software tool primarily used for file storage and backups.
   3. A mobile-only messaging app focused on social networking.
   4. A niche accounting system designed for personal finance.

   Explanation: Salesforce is a cloud-based CRM platform that centralizes critical business processes, making customer management and automation easier. The other options are unrelated or describe features Salesforce is not focused on. It is not an on-premises backup tool, nor is it a social networking or personal finance app. Its significance lies in scalability, automation, and integration.

2. Types of Salesforce Objects

   Which statement correctly describes the difference between Standard Objects and Custom Objects in Salesforce?

   1. Standard Objects are pre-built by Salesforce, while Custom Objects are created by users to meet unique business needs.
   2. Standard Objects are created by users, and Custom Objects are built into Salesforce.
   3. Custom Objects can only be edited by administrators, but Standard Objects can be modified by anyone.
   4. Standard Objects only store numeric data, while Custom Objects store all data types.

   Explanation: Standard Objects are provided by Salesforce and cover common business requirements. Custom Objects allow businesses to capture data unique to their workflows. Users do not create Standard Objects, and Custom Objects are not exclusive to administrators. Both types of objects can store a variety of data types, not just numeric data.

3. Records in Salesforce

   In Salesforce, what best describes a record?

   1. A single row of data within an object containing values for each field.
   2. A field representing a property of an object, like 'Email' or 'Phone'.
   3. A predefined workflow automation script.
   4. A group of reports combined into one dashboard view.

   Explanation: A record represents a specific entry within an object, much like a row in a database. Fields are columns, not records. Predefined workflow scripts and dashboards are related to automation and analytics, not the direct storage of data as a record.

4. Purpose of a Salesforce App

   What does a Salesforce App primarily consist of?

   1. A group of tabs, objects, and functionalities bundled together to support specific business workflows.
   2. A standalone mobile application for remote access.
   3. A set of API keys for system integration.
   4. A series of scheduled email templates for marketing automation.

   Explanation: A Salesforce App is a collection of components tailored to a particular use case or department. It is not merely a mobile app, API keys, or just email templates. It provides users with relevant tools in a unified interface for better productivity.

5. Workflow Rule Actions

   Which action can a Salesforce Workflow Rule perform automatically when its criteria are met?

   1. Send an email notification or update a field value.
   2. Install a new custom application from the app exchange.
   3. Delete the entire object structure.
   4. Directly modify user roles across the organization.

   Explanation: Workflow Rules in Salesforce automate actions like updating fields or sending notifications. They do not install apps, delete objects, or manage user roles directly. The distractors describe activities not covered by workflow rules.

6. Process Builder vs Workflow Rule

   How does the Salesforce Process Builder differ from basic Workflow Rules?

   1. It can handle multiple criteria and trigger complex automation, while Workflow Rules are limited to simple actions.
   2. Process Builder is only for user interface customization, unlike Workflow Rules.
   3. Process Builder only runs legacy reports, whereas Workflow Rules update dashboards.
   4. Workflow Rules work for custom objects, but Process Builder does not.

   Explanation: Process Builder handles more sophisticated automation, including multiple steps and the ability to launch Flows, making it more versatile than Workflow Rules. The other options either misstate their functions or contain incorrect technical claims, such as limitations around objects or reports.

7. Triggers in Salesforce

   What is a 'Trigger' in the context of Salesforce development?

   1. A custom Apex script that executes automatically in response to record creation, updates, or deletions.
   2. A built-in report filter for identifying trends.
   3. A dashboard visualization setting.
   4. A permission that controls field visibility.

   Explanation: A trigger is a segment of Apex code set to run in response to data changes, supporting automation and business logic. It is not related to reporting, dashboards, or field visibility permissions. The distractors reference functionalities distinct from coding triggers.

8. Layers of Salesforce Data Security

   Which of the following is NOT part of Salesforce's data security model?

   1. Scheduled dashboards
   2. Organization-Wide Defaults (OWD)
   3. Role Hierarchy
   4. Permission Sets

   Explanation: Scheduled dashboards are a reporting tool, not a data security feature. OWD, Role Hierarchy, and Permission Sets are all integral to how Salesforce controls user access to data. The distractors correctly reflect security layers; scheduled dashboards do not.

9. Sandbox Purpose

   What is the main purpose of a Salesforce Sandbox environment?

   1. To provide a safe space for development and testing changes without affecting live production data.
   2. To store completed sales transactions permanently.
   3. To schedule routine backups to external devices.
   4. To automatically generate marketing content.

   Explanation: Sandboxes are used to develop or test code and configurations separately from production. They are not intended for transaction storage, routine backups, or content creation. The other options describe unrelated functionalities.

10. SOQL vs. SOSL

    When would you use SOSL instead of SOQL in Salesforce?

    1. When searching for a keyword across multiple objects at once.
    2. When updating specific fields in a single record.
    3. When importing external spreadsheet data.
    4. When creating a custom dashboard for analytics.

    Explanation: SOSL enables broad searches over many objects for a keyword—a task SOQL cannot do in one query. SOQL is for single object or related object queries, not for wide searches. Data import and dashboard creation are not handled by either SOQL or SOSL.

11. Roles vs. Profiles

    Which best describes the difference between a Profile and a Role in Salesforce?

    1. A Profile manages user permissions, while a Role controls data visibility based on hierarchy.
    2. A Role sets field-level security, while a Profile manages user access to dashboards.
    3. Profiles apply to marketing users only; Roles are for sales users only.
    4. Both are used only to determine login credentials.

    Explanation: Profiles define what tasks a user can perform, such as object and field access, while Roles determine what data a user can see within the organization. Other options are incorrect or misunderstand how these two concepts are applied in Salesforce.

12. Junction Object Use Case

    Why would an administrator create a Junction Object in Salesforce?

    1. To establish a many-to-many relationship between two other objects.
    2. To restrict user login times.
    3. To store backup files for record recovery.
    4. To launch batch processes daily.

    Explanation: A Junction Object—using two master-detail relationships—links objects in a many-to-many fashion. Restricting login times, storing backups, or running batch jobs are outside the Junction Object's purpose and functionality.

13. Governor Limits Purpose

    What is the purpose of Governor Limits in Salesforce?

    1. To prevent excessive use of resources and maintain system stability in a multi-tenant environment.
    2. To limit the number of users on a license.
    3. To schedule recurring training emails.
    4. To block access to security reports.

    Explanation: Governor Limits set technical constraints on operations to ensure fair resource allocation and system reliability. They don’t regulate license users, training emails, or report access. The other choices represent administrative or communication controls.

14. Apex Language Role

    What is Apex in the Salesforce ecosystem?

    1. A proprietary, strongly typed, object-oriented programming language used for server-side development.
    2. A drag-and-drop report builder for non-technical users.
    3. A standard visualization template for dashboards.
    4. A marketing automation interface used for campaign design.

    Explanation: Apex is specifically designed for custom server-side logic in Salesforce. The other options describe unrelated tools such as report builders, dashboard templates, or marketing interfaces not associated with Apex.

15. Triggers: Before vs. After

    How does a Before Trigger differ from an After Trigger in Salesforce Apex?

    1. A Before Trigger runs before a record is saved and is used for validation, while an After Trigger runs after saving and is used for actions such as notifications.
    2. A Before Trigger only processes dashboard data, while an After Trigger edits user profiles.
    3. Before Triggers schedule recurring exports, while After Triggers send marketing emails.
    4. Both terms refer to the same process and can be used interchangeably.

    Explanation: Before Triggers allow data validation and manipulation ahead of record insertion, while After Triggers handle post-save operations like sending notifications. The other alternatives either confuse the concepts or incorrectly claim the terms are the same.