1. How do Salesforce Administrator and Salesforce Developer roles differ?
Ans:
A Salesforce Administrator focuses on configuring the platform, managing users, workflows, reports, dashboards and security settings without coding. In contrast, a Salesforce Developer works with Apex, Visualforce and Lightning Web Components to create custom applications. While administrators enhance usability and process efficiency, developers extend platform functionality through coding and advanced customizations.
2. What is the process for gathering requirements in a Salesforce project?
Ans:
Requirement gathering involves conducting stakeholder interviews, surveys and analyzing current business processes to understand organizational goals and user needs. This information helps define objects, fields, workflows and automation rules, ensuring that the Salesforce implementation aligns with business objectives and delivers measurable value.
3. Which tools are commonly used for Salesforce development and administration?
Ans:
Key tools include Salesforce Lightning App Builder for drag-and-drop UI design, Flow Builder for automation without code and Apex and Visualforce for advanced customizations. Additional tools such as Salesforce CLI and VS Code support development, Data Loader handles data import/export and Reports & Dashboards provide analytics and insights for decision-making.
4. What is a Salesforce Object and how is it created?
Ans:
A Salesforce Object is a database table used to store data such as Accounts, Contacts or Opportunities. Objects can be standard, provided by Salesforce or custom designed to meet specific business requirements. Custom objects are created by defining fields, relationships and security settings and they can be used in automation, reports, dashboards and workflows to streamline operations.
5. How is security and accessibility ensured in Salesforce implementations?
Ans:
Salesforce security is maintained using profiles, roles, permission sets, field-level security, sharing rules and two-factor authentication to protect sensitive data. Accessibility is enhanced by designing clear page layouts, labeling fields appropriately and ensuring user-friendly navigation across devices, enabling all users to efficiently interact with the system.
6. How are Salesforce reports and dashboards created effectively?
Ans:
Reports are developed by identifying key business metrics and data sources, applying appropriate filters, groupings and visualizations. Dashboards use charts and graphs to display KPIs clearly, providing actionable insights. Testing with end-users and incorporating feedback ensures reports and dashboards accurately support decision-making.
7. How is the validation of Salesforce solutions carried out?
Ans:
Validation includes sandbox testing, user acceptance testing (UAT), regression testing and reviewing workflows and automations against real business scenarios. Stakeholder feedback is incorporated to confirm that objects, reports and processes operate as intended before moving the system to production, ensuring reliability and functionality.
8. What are the guiding principles for a successful Salesforce implementation?
Ans:
A successful implementation maintains clean and validated data, scalable and maintainable configurations and relies on declarative tools before custom coding. Consistent naming conventions, thorough documentation and automation that enhances efficiency without unnecessary complexity are key principles to ensure smooth adoption and long-term effectiveness.
9. How is conflicting feedback from stakeholders managed in Salesforce projects?
Ans:
Conflicting feedback is addressed by evaluating all input against business needs and system constraints. Prioritization is based on impact, with trade-offs communicated clearly. Balanced solutions are proposed to satisfy stakeholder concerns while maintaining usability, ensuring the final implementation meets organizational goals effectively.
10. How is knowledge of Salesforce trends and new technologies maintained?
Ans:
Knowledge is updated by completing Trailhead modules, reviewing Salesforce release notes and attending webinars and events such as Dreamforce. Participation in Salesforce community forums, joining local user groups and exploring new apps on AppExchange allows continuous skill enhancement and awareness of emerging features and best practices.