1. How do Salesforce Administrator and Developer roles differ?
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A Salesforce Administrator focuses on setting up the platform, managing users, workflows, dashboards, reports, and security configurations without writing code. In contrast, a Salesforce Developer programs using Apex, Visualforce, and Lightning Web Components to build custom apps and advanced features. Administrators ensure smooth operations and efficient processes, while developers expand functionality through coding and technical enhancements.
2. How is requirement gathering done in a Salesforce project?
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Requirement gathering involves interacting with stakeholders through interviews, surveys, and analyzing existing business processes to understand organizational objectives and user expectations. This information guides the configuration of objects, fields, workflows, and automation rules, ensuring that the Salesforce solution aligns with business goals and delivers measurable results.
3. Which tools are widely used for Salesforce development and administration?
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Common tools include Lightning App Builder for drag-and-drop UI design, Flow Builder to automate processes without coding, and Apex and Visualforce for complex customizations. Additional tools such as Salesforce CLI and VS Code assist in development, Data Loader supports data import/export, and Reports & Dashboards help analyze performance and provide actionable insights.
4. What is a Salesforce Object and how is it created?
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A Salesforce Object is a structured data table used to store information like Accounts, Contacts, or Opportunities. Objects may be standard, pre-configured by Salesforce, or custom-built for specific business needs. Custom objects are defined with fields, relationships, and security settings, and they are used in automation, workflows, dashboards, and reports to streamline business operations.
5. How is security and accessibility maintained in Salesforce?
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Security is enforced using roles, profiles, permission sets, field-level access, sharing rules, and multi-factor authentication to protect sensitive data. Accessibility is ensured by creating intuitive layouts, proper field labeling, and user-friendly navigation across devices. These measures allow all users to interact efficiently with the system while maintaining compliance and data protection.
6. How are Salesforce reports and dashboards developed effectively?
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Reports are built by identifying key metrics, selecting relevant data sources, applying filters and groupings, and using visualizations for clarity. Dashboards display these metrics with charts, graphs, and interactive components to provide actionable insights. Gathering user feedback and iterative testing ensures reports and dashboards meet business needs and support informed decision-making.
7. How is validation of Salesforce solutions performed?
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Validation includes sandbox testing, user acceptance testing (UAT), regression testing, and reviewing workflows and automation against real-world scenarios. Feedback from stakeholders is incorporated to ensure objects, processes, and reports function as intended before deployment, guaranteeing reliability and system accuracy.
8. What are the best practices for successful Salesforce implementation?
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Effective implementations rely on maintaining clean and validated data, scalable configurations, and using declarative tools before custom code. Consistent naming conventions, thorough documentation, and automation that simplifies workflows are essential. These practices ensure smooth adoption, maintainability, and long-term success of Salesforce solutions.
9. How is conflicting feedback from stakeholders handled in Salesforce projects?
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Conflicting feedback is managed by analyzing all inputs against business priorities and system limitations. Decisions are prioritized based on impact, and trade-offs are communicated transparently. Balanced solutions are designed to satisfy stakeholders while maintaining usability and alignment with organizational objectives.
10. How do professionals stay updated with Salesforce trends and technologies?
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Salesforce knowledge is maintained by completing Trailhead courses, reviewing release notes, attending webinars, and participating in events like Dreamforce. Engaging in community forums, joining local user groups, and exploring AppExchange apps ensures continuous skill enhancement and awareness of emerging features and best practices.