Interview Questions Based On Accessibility Mode & Basic CRM Functionalities

Introduction

In today's fast-paced business landscape, customer relationship management (CRM) is not just a buzzword; it's a fundamental strategy that organizations leverage to enhance customer interactions, streamline processes, and drive growth. With the advent of advanced technologies and digital platforms, CRMs have evolved to be more than just databases for contact information. They now encompass an array of functionalities, including Accessibility Modes, that cater to various user needs and preferences.

Q1. What are The Features of Accessibility Mode?

Ans: The following are the features of the accessibility mode:

1. Access the Settings page from the Settings link at the top of the page.
2. Drop-down menus now include a Go button that can be selected to navigate to the option selected in the drop-down list.
3. Menu buttons are rendered as a dropdown list with a Go button.
4. Overlay pages are rendered as separate popup windows.
5. The HTML editor has been replaced with a text field. This text field only accepts HTML and does not recognize plain text input such as carriage return.
6. You must use paragraphs or newline HTML tags to separate content.
7. When viewing a dashboard, the "Show dashboard autocomplete" filter is replaced with a standard dropdown menu.
8. The Edit Columns link on the Manage Members page accessed from the Manage Members drop-down list on the campaign detail page is now a drop-down button. The standard settings page replaces the Edit Columns overlay.
9. Clicking on a requested meeting in the Upcoming Activities related list and some list views does not open the meeting details page.
10. Instead, a dialog box instructs you to contact the meeting organizer for details about the requested meeting.
11. The "Enable My Email" drop-down list in a Chatter group appears as a Chatter email settings link, which opens the settings for receiving Chatter emails.

Q2. What are Disabled Chatter Features?

Ans: The following are the Disabled Calendar Features:

1. Event Details Overlay in Calendar View.
2. Drag and Drop Editing.
3. Drag and Drop Scheduling.
4. Click to Create Event.

Q3. What are The Salesforce Accessibility Features Designed for Sighted Keyboard Users?

Ans: The following are the features of Salesforce accessibility features:

1. These elements are labeled in the page markup so you can manipulate them.
2. Headings are marked as headings instead of field sets and legend items for grouping controls.
3. The page's main heading (usually at the top of the main content area) is the Level 1 heading.
4. Using keyboard shortcuts, you can navigate to this heading.
5. The data table has data table markup (except in standard mode expanded list view) to allow easy identification of the header row for each cell.
6. Listings provided in the main content area are marked as listings.
7. A skip link (the first keyboard-focusable link on each page) moves focus to the top of the main content area. This feature bypasses the navigation menu before the main content area and reduces the number of tab presses required to reach the page's main content area.
8. Opening a dialog box takes keyboard focus and remains locked there until the dialog box is closed.
9. On edit pages, the keyboard focus defaults to the first editable field on the page. Still, when creating or editing any task or event, the keyboard focus is set to the subject field regardless of its position on the page.

Buttons, links, and fields that are not currently active are marked with the attribute 'disabled.'

Q4. What are The Keyboard Shortcuts in Salesforce?

Ans: Work efficiently in Salesforce using keyboard shortcuts. Shortcuts let you quickly navigate and manipulate records without using the mouse. These shortcuts can be used along with the shortcuts in your Salesforce browser.

Keyboard shortcuts are not case-sensitive. For instance, Shift+B is the same as Shift+B. The order of the keys does not matter if Ctrl, Alt, or Shift are part of a key combination. For example, Ctrl+Alt+A is the same as Alt+Ctrl+A.

Q5. What are Keyboard Shortcuts for Lightning Experience?

Ans: Use keyboard shortcuts to work faster in Salesforce Lightning Experience apps. Find, Edit, Save, and Close records without touching a mouse.

1. Cannot customize keyboard shortcuts in Lightning Experience.
2. Keyboard shortcuts are not case-sensitive. For instance, Shift+B is the same as Shift+B.
3. Key order does not matter if Ctrl, Alt, or Shift is part of a key combination. In the example, Ctrl+Alt+A is the same as Alt+Ctrl+A.
4. For the After shortcut, release the first key or key combination before typing the following key. Commas are not part of shortcuts.
5. Keyboard shortcuts support US and UK keyboards. 
6. Lightning Experience keyboard shortcuts do not work in Lightning Experience or Salesforce Classic apps displayed in Visualforce or iFramed components.

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Q6. What are The Lightning Experience Composer Windows Keyboard Shortcuts?

Ans: Work efficiently in Lightning Experience composer windows by using keyboard shortcuts. Open the Composer window to create tasks, take notes, record calls, and more. Keyboard shortcuts allow a quick scroll through fields within Composer and work with multiple open Composer windows simultaneously.

Besides the standard keyboard shortcuts available in the Salesforce browser, Lightning Experience supports these handy keyboard shortcuts when using the Composer window.

Q7. How to Navigate, Customize, and Manage Basic CRM Functionality in Salesforce?

Ans: Follow the below steps to navigate, customize, and manage the fundamental CRM functionalities in Salesforce.

Username and Password

• Each user is uniquely identified in Salesforce by a username, password, and profile. Profile and other settings determine the tasks a user can perform, the data a user can view, and the operations a user can perform on the data.
• Each user is uniquely identified in Salesforce by a username, password, and profile. The profile and other settings determine what tasks a user can perform, what data a user can view, and what actions a user can perform on the data.
• Unless otherwise stated, users may not share their passwords with other users. Do not reassign passwords. Only reassign user credentials to a new user once the previous user has been permanently deleted and no longer has access to the organization's services and content. Only reassign usernames when reusing user credentials as all Salesforce described here on.

First-Time Sign-In

• Salesforce contains a link to his organization's Salesforce site and login information.
• The Salesforce email links the organization's Salesforce site and sign-in information.

How to Log in for The First Time

• Check the email for credentials.
• Click the link provided in the email. The link automatically logs into the site.
• The site will ask to set a password and choose a secret question, and Salesforce to verify the identity in case the user forgets his password.

Change Password

1. After logging in, change the password for added security. If the organization has your password, click the Forgot Password link on the sign up page to reset your password via email.
2. Change your password regularly to protect the confidentiality of your information. If the Salesforce administrator periodically expires the user password, the user is required to change the password at the end of each period.

• Enter the password from personal settings in the Quick Find box, then select Change Password.
• Enter the requested password information.
• Click Save.

Change the security question

If you forget the password, to reset it, you may need to verify your identity by answering the previously selected security question. Security questions and Salesforce can be changed on the 'Change Password Page' in the settings in person.

1. Enter the password from personal settings in the Quick Find box, then select Change Password.
2. Enter the current password.
3. From the security question Drop-down Menu -> Select a question.
4. Enter your Salesforce to the question in the Salesforce field.
5. Click Save.

Q8. How to Navigate Major Salesforce Features?

Ans: At the top of every Salesforce page are tabs and links to navigate to major Salesforce features.

Q9. Explain Einstein Search in Salesforce?

Ans: Einstein Search gives immediate productivity gains from the global search field. Get more actionable search results tailored to the way it works in Salesforce. Einstein Search has the required information for records, knowledge articles, or Chatter feeds.

Q10. How to Set Up a Chatter Profile?

Ans: A Chatter profile describes who you are to your colleagues and the customers you communicate with. It contains your photo and basic information, including your job title and contact information.

Q11. Describe The Salesforce Settings Menu?

Ans: Salesforce includes many options for setting up, managing, and customizing your organization. You'll often use the Settings menu as a Salesforce administrator or developer.

Q12. What are The View and Display FAQs?

Ans: The frequently asked questions about popups, buttons, links, and other display elements on Salesforce pages.

Q13. What are New User Tips?

Ans: Tips to help you become a fast and productive Salesforce user from day one.

Q14. What are Detail Pages?

Ans: Detail pages display details about a record, including details about a specific account. Navigate to your account homepage and click on your account name. The account details displayed depend on how the administrator configured his page layout and the user rights for this account.

Record pages look different in Salesforce Classic and Lightning Experience. There are two default views on the record page in Lightning Experience. 

• Full view is the same as how to record pages look in Salesforce Classic. 
• Grouped views streamline your records by arranging things across different tabs and columns on the page.

Account detail pages in Lightning Experience and Salesforce Classic typically include the following sections and elements. You can add and view comments on records.

Step 1: Profile picture

Step 2: Links to social networks if available.

Step 3: Feeds where you can add and view comments on records.

Step 4: Detailed information about account records.  

Step 5: Related records.

Q15. What is The Difference Between Salesforce Lightning Experience in iOS and Mobile Apps? 

Ans: Not all Lightning Experience features are present in the Salesforce mobile app. Consider these differences.

1. Most devices only support the Salesforce mobile app in portrait mode. The only exception is using Salesforce for Android and iOS on iPad tablets. They support both portrait and landscape modes.
2. Its UI in the mobile browser app rotates to the landscape but is not guaranteed to work in that orientation.
3. The Lightning Experience utility bar is unavailable in the Salesforce mobile app.

Image - Salesforce Lightning Experience in IOS and Mobile Apps

Q16. How to Find Records in Lightning Experience?

Ans: Use the global search at the top of the page to search for records. Filter and sort search results, scan record previews, and related quick links with scan to find what is needed quickly and can also complete tasks directly from the results.

1. After clicking the search box, the instant results drop-down list shows shortcuts to recent items. Select one to go directly to the record.

2. The list of possible matches and search options updates when typed.

3. The Instant Results drop-down list also allows :

• To find all searchable objects. Pressing Enter will have the same result.
• To find the current object.
• To select a suggested record and go directly to it.

4. If a record you are looking for is not found, press Enter to see the full search results. The Top Results page shows the best matches for the objects used often. This general overview makes it easy to find what you need. To view results for a specific object, click the object's name in the sidebar. Select more if the required item does not appear in the search results. Searchable objects are listed alphabetically.

Q17. How to Search for People, Groups, and Files Across Your Feeds in Lightning Experience?

Ans: 

1. Add your search terms in the global search box at the top of the page.

You can click the menu on the left of the global search box and select Chatter. Selecting Chatter limits results to matches in the feed only. You can skip steps if you restrict your search from the beginning.

2. Click Chatter on the search results page to see posts from all business feeds that match the search term.

• Searching for internal organizations globally may give inconsistent results when searching for user records in experience builder sites. Here is why and what one can do about it. Each site has a unique network ID. When one creates a site user under Contact Records > Create External User, a new user record gets assigned to the site's Network ID.
• Global search finds records in an internal organization with a different network ID than the site. Global search does not search within Salesforce sites. A user record is associated with a site network ID, so a global search will not return results for that record.
• The workaround is to create a user record in the internal organization and associate that record with the site or else associate internal user records with sites by associating internal records with contact records. The Network ID of the user record gets linked to the internal organization. After organizing the link, search the user record with a global search.

Q18. How is Search Different in Salesforce Classic and Lightning Experience?

Ans: Global Search in Lightning Experience and Salesforce Classic use the same search index, so always search for the same data. Instant results show the same recently accessed records. Search scopes (lists of most frequently used objects) affect search results, but some standard objects are not available in Lightning Experience. One may not always see the same search results. Finally, the global search interface differs between these experiences, so there are visual and navigational differences to consider.

Q19. How to Create Your Salesforce Chatter Profile?

Ans: Your Salesforce Chatter profile describes who you are to your colleagues and all the customers you communicate with. It contains a photo and primary job title, and contact information.

Image - Salesforce Chatter

Set up your Chatter profile as soon as you start using Salesforce and update it often.

1. Click the Salesforce Chatter tab and find the placeholder profile picture on the left side of the page. Select your name next to the placeholder image.
2. To update your profile picture, hover over the placeholder image and click Add Photo.
3. Click below your profile picture to update your contact information. In the Edit Profile field, complete the contact and summary tab fields.
4. Click Save All.

Q20. What is The Salesforce Setup Menu, and How Does It Help You?

Ans: Salesforce includes many options for setting up, managing, and customizing your organization. Salesforce administrators or developers often use the settings menu. All setup options are available in the setup menu. How you access the settings menu depends on which Salesforce experience you're using and your organization's user interface settings.

Look at the top of the Salesforce page.

• If you're using Lightning Experience, click and select Set Home.
• If you're using Salesforce Classic and see settings in the UI header, click it.
• If you're using Salesforce Classic and don't see settings in the header, click your name and select settings.

Enter the name of the desired setup page, record, or object in the quick find box and select the appropriate page from the menu.

Conclusion

Hope you’ve understood the type of Salesforce interview questions being asked and their expected answers. If you're new to Salesforce or an experienced Salesforce administrator who just needs a quick refresher on some basic functionalities, this post will be highly beneficial! Or you can also get in touch with our online Salesforce training experts today!