1. What is the difference between Salesforce Admin and Developer roles?
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Salesforce Admins handle system configuration, manage users, permissions, workflows and reports without coding. Developers focus on writing code using Apex, Lightning and Visualforce to create custom applications. Admins ensure usability and smooth system operation while Developers build advanced functionality and custom solutions.
2. Why is gathering Salesforce requirements essential?
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Collecting requirements through workshops, interviews and process analysis ensures the Salesforce setup aligns with business objectives. It prevents unnecessary customization, improves user adoption and ensures the system supports workflows effectively and efficiently.
3. What best practices should be followed during Salesforce implementation?
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Maintaining clean data, using Flow Builder or Process Builder instead of unnecessary coding, applying consistent naming conventions, designing scalable reports and testing in a sandbox environment are key practices. These steps make the system reliable, maintainable and easier to manage.
4. Which tools are crucial for Salesforce projects?
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Tools like Lightning App Builder, Flow Builder, Apex, Visualforce, Reports & Dashboards, Data Loader and Salesforce CLI with VS Code are essential. They enable automation, customization, analytics and seamless deployment for both Admins and Developers working on Salesforce projects.
5. How does Salesforce ensure the security of data?
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Salesforce uses field-level security, sharing rules, permission sets, roles and profiles to protect data. These mechanisms ensure that only authorized users access specific information, maintain compliance standards and prevent potential data breaches.
6. What are Salesforce Objects and how are they utilized?
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Salesforce Objects act as structured storage for business data like Leads, Opportunities and Accounts. Standard Objects manage common business data, while Custom Objects serve unique needs. Fields and relationships within objects support workflows, reports and dashboards for efficient data organization.
7. Can you describe the Salesforce project lifecycle?
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The lifecycle starts with gathering requirements, followed by system design, configuration, development, automation and sandbox testing. Once testing is complete, the project is deployed to production, users are trained and ongoing support is provided for smooth operations.
8. How is stakeholder feedback managed during Salesforce projects?
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Feedback is documented, prioritized and clarified with stakeholders to ensure alignment with business goals. Feasible changes are implemented and involving stakeholders during testing guarantees the system meets expectations and addresses real-world needs.
9. What are standard best practices in Salesforce?
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Standard practices include using declarative tools first, minimizing hardcoding, maintaining consistent naming, cleaning and validating data regularly and auditing security and user permissions. Following these ensures a scalable, maintainable and reliable Salesforce environment.
10. How can Salesforce professionals stay updated with new features?
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Staying current involves reviewing release notes, completing Trailhead modules, attending webinars and Dreamforce events, participating in community forums and exploring solutions on AppExchange. Continuous learning keeps skills relevant and solutions effective.