How to Create Salesforce Objects, Fields, Tabs, and Permissions: Questions and Answers

Introduction

This list of the most frequently asked Salesforce interview questions and answers will definiitely help you get your dream job position. These interview questions are based on the Salesforce custom objects, apps, fields, report types, and much more. If you wish to master the Salesforce technology and become a certified Salesforce professional, enroll in online Salesforce training course today!

Q1. What are Apps and Objects in Salesforce?

Ans: Apps are an abbreviation for applications and a collection of components like tabs, reports, dashboards, and Visualforce pages that cater to your business needs. Salesforce has a default app you can customize, such as a sale and service. You can customize the default app to suit your working style.Objects are definitions of certain types of information that can store in Salesforce. For every object, your organization has multiple-specific records. For instance, you can use Case Object to store information about customer inquiries. Salesforce contains many standard objects, but you can also create custom objects.

Q2. What are Licenses and Types of Licenses?

Ans: Salesforce offers different types of licenses. Think of these as organization-level and user-level licenses. You can also purchase permission-set licenses and add-on licenses.

Image: Licenses and types of licenses

Organization-Level Licenses

When you purchase Salesforce, you buy an organization-level license or edition.  

An edition defines

• Features such as contracts and collaborative prediction.
• Amounts such as the amount of storage and number of sandboxes.

To see how much storage and number of sandboxes an organization has, you can go to Settings in Quick Search. Enter memory usage or sandbox in the box.

User-Level Licenses

You can define a user license as:

• User permissions such as: Activating Contracts or View All Forecasts
• CRUD access to objects. Example: Who can create a subscription or delete an account? When it establishes users, it assigns a user license to other users. A user license defines the rights or maximum capabilities a user can have. 

An organization receives a certain number of User Licenses like Salesforce or Chatter Free. You can give the user customize applications permission.

To see your organization's user licenses, follow these steps:

1. Setup
2. Add Company Information in the Quick Find box
3. Then select User Licenses.

Permission Set Licenses

Permission Set Licenses allow you to provide more functionality to users in your organization. Identity Connect is an example of a permission-set license.

When you purchase a permission-set license, you get the user permission associated with the permit and the accompanying CRUD permissions. 

For example, Identity Connect grants the "Use Identity Connect" permission to allow assigned users to use features. 

To see your organization's permission set licenses, enter your company information in the Quick Find box via Setup, then select Permission Set Licenses.

Add-on Licenses

Add-on licenses extend functionality at the organizational level.

Q3. Explain What are Permissions in Salesforce?

Ans: One could attribute Permissions in Salesforce as 

• Tasks that users can perform
• Features that users can access in your organizational configuration and basic user permissions, such as enabling contracts and viewing all forecasts, depending on the assigned user license. You can use profiles and permission sets to define a user group's permissions.

For example, a user with the View All Predictions permission can view the predictions of other users but requires an appropriate user license.Assigning a Chatter Free user license to a user does not grant the "View All Sales Forecast" permission because it doesn't come under that user license. 

Image: Permissions in Salesforce

To learn more about Permissions in Salesforce, join Online Salesforce training that will prepare you well to start or advance in your Salesforce career.

Q4. Explain License Updates and Org?

Ans: When an organization purchases Salesforce, it gets licenses, permissions, and profiles that shape the organization and what users can do within that organization. They can also create permission sets to help manage permissions. Understand how license updates affect permissions in profiles and permission sets.

Changes to an organization affect its functionality and users. For example, what happens when an organization upgrades the edition of Salesforce? Alternatively, they may decide to purchase additional licenses.

• Upgraded from Professional Edition to Enterprise Edition
• Used Service Cloud and purchased additional features provided by the SOS Add-on

After Upgrade:

• Organizations want to use the approval process. Check user and object level permissions.
• Please enable the related functions of the SOS add-on. Grant appropriate permissions to users who need the add-on. For best results, use Salesforce Help to configure the add-on. For example, Omni-Channel must be present in the org before setting up SOS.

Every organization is different, and every User has different needs. If a Salesforce upgrade or add-on is purchased, we recommend reviewing the Help topic and videos in Salesforce Help to check user permissions.To see the profile and permission sets assigned to a user, enter User in the Quick Find box from Setup. Click the name of the User whose information needs to be seen.

Q5.What are Push Updated Licenses to Sandbox Orgs?

Ans: As business needs change, so do the licensing needs. One can often update Salesforce Sandbox so that the license information matches the license information in Production org. When the license gets updated, sync the production org with Sandbox. Also, use the Match Production Licenses to Sandbox tool to ensure Sandbox org receives the latest license information.

The Reconcile Production Licenses to Sandbox tool reconciles all released changes in production org.

To assign licenses to a sandbox org:

1. Make sure the associated production org has a valid status.
2. Log into Sandbox.
3. In Setup, go to Company Information and select Match Production Licenses.

Q6. How to Change Your Record’s Owner?

Ans: You can transfer record ownership to another user, but that user must have at least read permissions on the type of record being transferred.

1. On the record detail page, click the link to change the owner. If you don't see the link, you don't have permission to change the ownership of the record.
2. Enter or select a new owner. Organizations with Salesforce Customer Portal or Partner Portal enabled can filter the results displayed in the user search dialog. 
3. Select a group of queues or users from the Owner or Assigned To drop-down list.
4. Select the Send email notification check box to notify the new owner. The "From" email address shown in the notification is the return email address you set in your email settings. For cases in Professional, Enterprise, Unlimited, Performance, and Developer Edition organizations, his email body is determined by his settings Assigned Case Template specified in Support Settings. For other datasets, the email text is automatically generated and cannot be customized.
5. Depending on your user rights and the type of objects you want to transfer, you can select related items to transfer.
6. Save your changes.

If the org-wide default sharing for an object is set to Private, an error is displayed when you change the owner of the record for that object. This error occurs because the record is no longer accessible. You can safely ignore this error.

Q7. What is a Profile in Salesforce?

Ans: Standard and custom profiles are available depending on the edition purchased. Defining Profiles:

• User Access to Objects and Data
•  What Users Can Do in an Organization

When a user gets created, assign a profile. This profile belongs strictly to a one-user license type. For instance, assume that an organization purchased a Salesforce edition with license types such as Salesforce or Chatter Free. Assign profiles to users based on these licenses. For example, based on the Salesforce user license, assign a user either a System Administrator, Standard User, or any other profile. Otherwise, assign only the Chatter Free User or Chatter Moderator to users based on their Chatter Free User license.

To learn more about the no of standard profiles in Salesforce, enroll in Salesforce Training Program.

Image: What is the profile in Salesforce?

Q8. Explain Software as a Service (SaaS)?

Ans: SaaS or Software as a Service is a software distribution model, i.e., the process of delivering software to the user - where cloud service providers host apps and deliver them to the ultimate users over the web. Using this model, an ISV (Independent Software Vendor) can contract a 3rd party cloud service provider to host the applications. 

Q9. What is Organization in Salesforce?

Ans: Organizations in Salesforce mean deploying Salesforce with a defined set of licensed users, and it contains all data and applications and is different from all other Salesforce organizations. Simply put, an organization in Salesforce is a virtual space offered to individual users. When end users purchase Salesforce, they’re furnished with an organization that works as the data container. 

Q10. Explain The Record in Salesforce?

Ans: It’s a collection of fields that store information about a specific item of a particular type. Record types in Salesforce are objects such as contacts, accounts, and opportunities. For example, suppose a contact record contains information about Joe Smith, and a case record contains information about his training requests.

Conclusion

Salesforce is a platform that helps you achieve your business objectives by streamlining processes, optimizing performance, and accelerating growth. Salesforce training provides its users with essential services that are available online. They are all built around simplifying daily tasks while providing them with new opportunities. Thanks to this platform, its users have the tools they need in an easy-to-navigate manner.