Interview Questions Based on Salesforce Collapsible Sidebar

Q1. Explain Collapsible Sidebar?

Ans: The sidebar column on the left side of most Salesforce pages in Salesforce Classic provides convenient access to links and commands.

Click on the edge of the sidebar to open or close the sidebar as required.

Q2. Why Did My Data Disappear When I Hit Backspace While Editing a Record in Salesforce Classic?

Ans: Several versions of Internet Explorer use the backspace key as a keyboard shortcut for the browser's Back button. If the cursor is not in the text field when you press backspace, the browser will return to the previous page. Click your browser's continue button to get the details and return to the page your Salesforce is working on.

Q3. Can I Change or Delete The List of Entries that Appear When Editing a Text Field in Salesforce Classic?

Ans: These autocomplete entries that appear when editing number-specific text fields are a feature of Internet Explorer. The browser remembers previously entered text and lists those entries, allowing fields to be auto-filled.

Click Tools in your browser's menu bar to turn off this feature. 

• Select Internet Options, 
• Click the Content tab, 
• Click and Select the AutoComplete button to change your browser settings.

Q4. Why am I Getting an Error Message in Salesforce?

Ans: Occasionally you might receive an error message while working in Salesforce. Typically, if you try to View, Edit, or Delete the information you cannot access, you will receive an error message.

Click the browser's back button so as to return to the previous page. If you believe you received an error message, in error, click "Help & Learning" at the top of any page.

Select Contact Support > Open Case or the My Cases Tab to Submit your issue directly to Customer Support.

Q5. What are The Valuable Tips to Become A Productive Salesforce Developer?

Ans: Tips for becoming a fast and productive Salesforce developer from day one.

• Searching for data by clicking an object does not display the complete list of existing records. Salesforce hides these records until you manually retrieve them if you want to select a subset of the complete list. Select options in the view and click Go.
• Related lists are links at the bottom of an object page. Related lists give you quick access to other related objects. This feature is precious because it gives you quick access to information. It means less navigation and can speed up your workflow. The related list on the Account object looks like Image.
• Our help and training materials may refer to features your company needs to enable or that you cannot access with your permission profile. Contact your company's Salesforce administrator to learn more about the feature. Who's this? Contact the person at the company that introduced you to Salesforce.
• Save your work! Updating a record's fields and navigating away from this screen without saving is easy. Make a habit of locating the Save button before clicking another page element.

Q6. What Identity Verification Tools are Available to Secure Data and Protect Against Unauthorized Access?

Ans: 

• How to Verify Your Identity

To protect your Salesforce account and data from unauthorized access, your organization may require an additional layer of security during login. Additionally, when entering your username and password, you will be asked to provide a verification method to help prove your identity. Your identity can be something you know (PIN), something you have (authentication app or security key), or something you are (fingerprint or face scan).

• Salesforce Authenticator

Welcome to the Salesforce Authenticator mobile app. You can use Salesforce Authenticator as a verification method for device activation or multi-factor authentication (MFA) sign-in requirements. Enroll built-in authenticators for identity verification Enroll built-in authenticators such as Touch ID, Face ID, and Windows Hello. A built-in authenticator uses biometric readers on the device to verify identity.

• Fingerprint or Face Scanner 

Some built-in authenticators also allow you to enter a PIN or password. Use built-in authenticators when verifying your identity, including multi-factor authentication (MFA) and device activation.

• Enroll built-in authenticators for identity verification

Such as Touch ID, Face ID, and Windows Hello. A built-in authenticator uses biometric readers on the device to verify identity.

• Fingerprint or Face Scanner

Some built-in authenticators also allow you to enter a PIN or password. Use built-in authenticators whenever required to verify your identity, including multi-factor authentication (MFA) and device activation.

• Register U2F or WebAuthn Security Keys for Identity Verification

If your Salesforce administrator allows using Universal Second Factor (U2F) and WebAuthn (FIDO2) security keys, register your security keys to use with connected accounts. Whenever you are asked to verify your identities, such as multi-factor authentication (MFA) or device activation, you can add your security key into the accurate port on your computer or mobile device to complete the verification.

• Verify your identity using a TOTP authenticator app

Register a third-party authenticator app such as Salesforce Authenticator or Google Authenticator as your verification method to verify your identity. The app generates a time-based one-time password verification code (TOTP).

• Verify Your Identity with a Temporary Code 

If you don't have access to the verification methods you usually use for Multi-Factor Authentication (MFA), ask your Salesforce administrator to provide you with a temporary verification code. The code is valid for 1-24 hours. The expiration date is set by your administrator, but you can set the code to expire sooner if you no longer need it.

Q7. What are The Methods for Verifying Your Identity?

Ans: The organization may require an additional layer of login security to protect your Salesforce account and data from unauthorized access. When entering a username and password, you will be asked to provide a verification method to help prove your identity. Your identity can be something you know (PIN), something you have (authentication app or security key), or something you yourself (fingerprint or face scan). 

When device activation is enabled, you are asked for verification using an unrecognized browser or application when signing in to Salesforce. If you must use multi-factor authentication (MFA), you must provide a verification method each time you sign in. These verification methods allow you to verify your identity.

• Salesforce Authenticator Mobile App

This free app from Salesforce sends push notifications to your mobile device. After receiving the notification, open the app, review the connection details, and tap Approve on your mobile device.

• Built-in Authenticator

Touch ID, Face ID, Windows Hello, and other device built-in authenticators use the biometric reader or his PIN or password to verify identity. When you sign in, your browser will ask you to use the built-in authenticator.

• U2F Security Key

A small physical device that enables you to verify your identity by pushing a button. Simply connect a U2F-compatible security key to the computer when prompted.

• Time-Based One-Time Password Generator App

Third-party authenticator apps such as Google Authenticator, Microsoft Authenticator, and Authy generate a time-based one-time password (TOTP) code that you enter at login. It is valid for 30 seconds and then regenerated.

• SMS text message (not available for MFA) 

If a verified mobile number is associated with your account, you’ll receive a verification code or one-time password (OTP) in a text message sent to your mobile phone. If you do not have a verified mobile number, you will be asked to register one when you log in to Salesforce. Registering your mobile number will validate it and enable this method for future challenges. Please contact your Salesforce system administrator if your mobile phone number has changed.

• Email (not available for MFA)

Salesforce will email his OTP to the address associated with your account. The code expires after 24 hours.

Q8. How is Salesforce Authenticator Used as a Verification Method for Device Activation or Multi-Factor Authentication (MFA)?

Ans: Use Salesforce Authenticator to verify device activation or MFA (multi-factor authentication) sign-in requirements.

• What is multi-factor authentication?

Salesforce wants to keep all our online accounts and data safe. Multi-factor authentication (MFA) is a great way to do just that. MFA adds an extra layer of security to Salesforce by requiring you to enter two or more pieces of identification (or factors) each time you log in. The first factor is something you know, such as your username and password combination. The second is your own verification method, like the Salesforce Authenticator Mobile App. With MFA, hackers can't steal your password because they don't have a mobile device with Salesforce Authenticator and can't log in. 

• Salesforce Authenticator Requirements

Various mobile platforms support the Salesforce Authenticator mobile app and have requirements for some devices, operating systems, and mobile browsers. Internet connectivity is required to communicate with Salesforce for User Account Activity Reviews and location-based automated reviews. The app generates verification codes as time-based one-time passwords or TOTP without an internet connection on your mobile device, so you can even log into other accounts offline.

• Salesforce Authenticator Accessibility Considerations

Salesforce Authenticator is built with accessibility in mind, providing a fully accessible mobile experience for everyone, including users using screen readers. Unlike the entire Salesforce site, Salesforce Authenticator does not require accessibility mode to provide a fully accessible experience for users with assistive devices.

• Salesforce Authenticator Locale and Language Support

Salesforce Authenticator works with nearly all Salesforce-supported locales and fully supported end-user languages. Salesforce help contains a list of supported locales and languages. Right-to-left languages ​​such as Arabic and Hebrew are not currently supported.

• Connect Your Salesforce Account to Salesforce Authenticator

Connect your account to the Salesforce Authenticator mobile app so you can use the app as a verification method for multi-factor authentication (MFA). Salesforce may prompt you to connect your accounts when you sign in or connect your accounts from your settings.

• Secure Your Connected Accounts with the Salesforce Authenticator Mobile App 

You can secure your connected accounts with the Salesforce Authenticator mobile app. If your mobile device is lost, damaged, or replaced, you can restore your connected account to another mobile device. 

• Restoring Connected Accounts in the Salesforce Authenticator Mobile Application 

After backing up your connected accounts in the Salesforce Authenticator mobile app, you can restore them to another mobile device.

• Remove Your Account from Salesforce Authenticator 

Delete your Salesforce account from the Salesforce Authenticator mobile application when you no longer need to use the app for multi-factor authentication (MFA) login or want to switch to a new device.

• Verify Your Identity with Salesforce Authenticator 

After you install the Salesforce Authenticator app on your mobile device and connect it to your account, you can use it to securely sign in to your account and access restricted resources in Salesforce. You can also block unrecognized activity and report it to your administrator.

• Automate Multi-Factor Authentication Logins from Trusted Locations with Salesforce Authenticator 

Enable location services on the Salesforce Authenticator mobile app and use the app to automate multi-factor authentication(MFA) logins from trusted locations. Examples of trusted locations include your home or office. You can enable location services for your Salesforce account but not other connected accounts.

• Let Salesforce Authenticator Save Your Trusted Locations Smartly

Einstein lets you control whether Salesforce Authenticator automatically trusts locations you've used more than three times.

• Stop Location-Based Auto-Verification in Salesforce Authenticator 

To disable auto-verification from a location, remove that location from your list of trusted locations.

• Use Salesforce Authenticator with Other Accounts 

The Salesforce Authenticator mobile app can sign in to other online accounts. For example, use Salesforce Authenticator to add an extra layer of security when logging into your Facebook account. Verify your identity when using the app with other accounts by entering a 6-digit time-based one-time password (TOTP). You can use Salesforce Authenticator with any service that supports multi-factor authentication (MFA) with TOTP.

Q9. Explains Multi-Factor Authentication.?

Ans: Salesforce all want to keep our online accounts and data safe. Multi-factor authentication (MFA) is a great way to do just that. MFA includes an additional layer of security to Salesforce by requiring you to enter at least two proofs of identity (or factors) each time you log in. The first element is something you know, such as your username and password combination. The second factor is your verification method, such as the Salesforce Authenticator mobile app. With MFA, even if a hacker steals your password, they can't sign in because they don't have a mobile device with Salesforce Authenticator installed.

• Many mobile authenticator applications generate verification codes that expire after a particular hour. If you sign in to an online account requiring MFA, enter the code, username, and password. Salesforce Authenticator makes MFA even more accessible with more options for verification. Enter the code or reply to the notification to verify your identity.
• You can also set up a trusted location to verify your identity just by being there.
• Salesforce notifies you when someone tries logging into your account or accessing restricted online data. Open the Salesforce Authenticator app to view online activity details. After reviewing the details, tap Approve to confirm the activity is yours. If you don't recognize the activity, tap Deny to block it. You can also flag the blocked activity in Salesforce admin.

Q10. What are The Requirements for a Salesforce Authenticator?

Ans: The Salesforce Authenticator mobile application is supported on various platforms and requires selected devices, operating systems, and mobile browsers. An internet connection is needed for the communication between Salesforce and the user reviews of account activity and automatic location-based reviews. This app generates verification codes as time-based one-time passwords, or TOTP, even if you don't have a web connection on your smart phone, so you can log in to other accounts even when you're offline.

Supported Devices and Browsers:

Salesforce Authenticator is supported in portrait mode in these environments. For optimal Salesforce Authenticator performance, Salesforce recommends keeping your mobile device's operating system up to date and upgrading to Salesforce device models allowed by your mobile plan. Future Salesforce releases may require the removal of support for older operating systems, and Salesforce OS versions may not work well with low-technology devices.

Salesforce Editions and Licenses:

The Salesforce editions and user license types allow you to use Salesforce Authenticator for identity verification and multi-factor authentication.

1. Salesforce Editions:

• Essentials Edition
• Group Edition
• Professional Edition
• Enterprise Edition
• Performance Edition
• Unlimited Edition
• Developer Edition
• Contact Manager Edition

2. Wireless Connection:

Salesforce Authenticator requires a Wi-Fi or cellular network connection to communicate with Salesforce. Cellular connection requires a 3G or better network. For best performance, Salesforce recommends using Wi-Fi or LTE. Salesforce Authenticator generates a valid verification code when your device is offline, so you can continue to use it to log in to your other accounts. You can view your activity history and trusted places list when your device is offline.

Q11. How to Automate Multi-Factor Authentication Login from a Trusted Location with Salesforce Authenticator?

Ans: Allow location services in the Salesforce Authenticator mobile app, then use the app to automate multi-factor authentication (MFA) logins from trusted locations. Examples of trusted locations are your home and office. You can enable location services for your Salesforce account but not for other connected accounts. Connect the app to your Salesforce account before using the app as a verification method for MFA sign-in requests.

You will be advised to enable location services:

• When setting up the device on Android for the first time.

 Or 

• Restoring an account on iOS.

Automatic Verification works best when Salesforce Authenticator always has access to your exact location and is allowed to run in the background. Your mobile device's location data never leaves the app. By allowing access to location, you can automate MFA login when working from your office, home, or another trusted location.

1. Open the application on your mobile device and respond to the Salesforce Authenticator notification. The app shows details of your account activity, including your username, the service you are trying to access, and information about the device used for the activity. The app will show your current location if location services are enabled and available. Due to the nature of geolocation technology, the accuracy of geolocation fields such as street, country, and city may vary.
2. Confirm the details.
3. If the details are visible and you are in a trusted location, Always check 
4. Tap Approve.

Q12. How to Stop Location-Based Automated Verifications in Salesforce Authenticator?

Ans: Remove that location from the trusted locations list to disable automatic verification from a location.

1. Open the Salesforce Authenticator application on your mobile device.
2. From the list of connected accounts, tap the arrow icon to go to the account details page.
3. Under Trusted Locations, tap “See All.”
4. Tap the location you no longer trust.
5. Tap Remove Trusted Locations.
6. The application asks you to confirm that you want to disable automatic checks from this location.
7. Tap Delete.

Q13. What are The Steps to Verify Your Identity with MFA?

Ans: After connecting your account to Salesforce Authenticator, follow these steps to verify your ID with MFA.

1. Sign in to the desired account. The service is asking for a verification code.
2. On your mobile device, open the Salesforce Authenticator app. Connected accounts appear in the app. Each account has a unique 6-digit verification code.
3. Write down the verification code for the account you want to access. Each verification code expires after 30 seconds.
4. In the browser window, enter the 6-digit verification code for the account you're signing into. You are logged into your account.

Q14. What are The Things to Remember Before Using Built-In Authenticators?

Ans: Consider the following factors before using the built-in authenticators:

1. Make sure your device has built-in authentication features such as Touch ID, Face ID, and Windows Hello.
2. Only one device can have a built-in authenticator registered. Register for a second verification method if you access Salesforce from multiple devices.
3. To ensure sign-in from new devices or devices that don't support the built-in Authenticator, Salesforce recommends registering another verification method, such as the Salesforce Authenticator. That way, if you lose access to your usual methods, you won't be locked out of your account.
4. Your device, operating system, and browser must support the FIDO2 SalesforceAuthn standard. See the FIDO Salesforce site and his SalesforceAuthn guide for more information.

Q15. How can You Register The Same Security Key With Multiple Service Providers?

Ans: You can register a similar security key with several service providers, Salesforce organizations, and accounts, or can register one key per account.

1. Have your U2F or SalesforceAuthn security key ready to enter when prompted.
2. Registration attempts may time out if the waiting time is too long.
3. From personal settings, enter Advanced User Details in the Quick Find box, then choose Advanced User Details. No results? Enter Personal Information inside the Quick Find box, and after that, select Personal Information.
4. Press "Register," next to the Security Key (U2F or SalesforcebAuthn) field.
5. If you don't see this option, your administrator has prohibited using security keys.
6. For security reasons, you'll be asked to log into your account. When prompted with the message, add your security key into the proper port on your computer or mobile device. If there is a button, touch the button.

Q16. Explain The Steps to Verify Your Identity With a TOTP Authenticator App?

Ans: Register a third-party authenticator app, such as Salesforce Authenticator or Google Authenticator, as a verification method to verify your identity. The app generates a time-based one-time password verification code (TOTP).

If your organization requires multi-factor authentication (MFA) for added security when you sign in to or access your connected apps, reports, or dashboards, enter the code from your app. Use. If you have MFA enabled and have not set up a verification method yet, you will be prompted to register the next time you log in to Salesforce.

1. Download an authenticator app supported by your device type, i.e., you can use any Authenticator app that supports the TOTP algorithm (IETF RFC 6238). For Example, Salesforce Authenticator for iOS, Salesforce Authenticator for Android, and Google Authenticator.
2. From personal settings, enter Advanced User Details in the Quick Find box, then select Advanced User Details. Add Personal Information in the Quick Find box, then select Personal Information.
3. Locate App registrations: One-time password authentication and click Connect.
4. Because of security reasons, you will need to log into your account.
5. Scan the QR code with the help of the authenticator app on your mobile device. Or, click Unable to Scan QR Code in your browser. A security key will appear in your browser. In the authenticator app, add your username and the displayed key.
6. In Salesforce, enter the code generated by your authenticator app in the Verification Code field. Authenticator apps periodically generate new verification codes. Enter your current code.
7. Click Connect.

Conclusion

Understanding the types of interview questions based on the Collapsible sidebar will help you test yourself for how to get the most out of Collapsible Sidebar's features, but remembering the little details can be challenging. That's why JanBask’s Salesforce training program is for. After enrolling in this program, you'll never have to worry about getting stuck in Salesforce again.