Salesforce Testing Interview Questions and Answers

Explore essential aspects of Salesforce testing with our guide on Salesforce Testing Interview Questions and Answers. This resource prepares you for interviews, covering topics like testing in a multi-tenant environment and the importance of Sandboxes. Mastering these questions not only showcases your expertise but also prepares you for success in Salesforce projects. Whether you’re preparing for interviews or seeking comprehensive knowledge, our guide is a valuable tool. For those looking to enhance their skills further, consider checking out our Salesforce Training in Chennai. Let’s dive into Salesforce testing and get you ready for your next career step.

Salesforce Testing Interview Questions and Answers

What is the definition of Salesforce?

Salesforce is a cloud-based platform that helps businesses manage customer relationships. It offers tools for sales, service, marketing, and more, allowing organizations to store data, automate tasks, and gain insights to improve how they interact with customers. It’s used by a wide range of businesses to make their operations more efficient and collaborative.

Describe the types of fields in Salesforce.

In Salesforce, field types determine the nature of data stored in a field. Common types include:

  • Text: Stores alphanumeric characters.
  • Number: Holds numerical values.
  • Date: Records date values.
  • Time: Captures time values.
  • Date/Time: Combines date and time.
  • Currency: Manages currency values.
  • Percent: Stores percentage values.
  • Checkbox: Represents true/false or yes/no.
  • Picklist: Provides a dropdown of predefined values.
  • Multi-Select Picklist: Allows choosing multiple values.
  • Lookup Relationship: Connects with another object.
  • Master-Detail Relationship: Establishes a parent-child relationship.
  • Formula: Computes values using specified expressions.
  • Roll-Up Summary: Calculates values from related records.
  • Auto Number: Generates a unique identifier automatically.

Explain what Formula Fields are.

In Salesforce, formula fields are specialized fields that conduct calculations or operations using values from other fields. These fields dynamically generate results based on predefined formulas, encompassing mathematical operations, text manipulations, and logical comparisons. Formula fields play a crucial role in automating data calculations, ensuring accuracy, and delivering real-time information within records. By automating the derivation of values and dynamic content without manual input, formula fields contribute to streamlined processes and maintain data precision in Salesforce implementations.

How can data be transmitted from a child component to a parent component?

In Salesforce, communication between components is typically achieved using events, and passing data from a child to a parent component involves a combination of events and attributes. Here’s a general approach using Lightning Web Components (LWC):

Define an Event:

Create a custom event in the child component to carry the data.

<!– ChildComponent.html –>


    <!– Your child component content –>

    <lightning-button label=”Send Data” onclick={sendData}></lightning-button>


// ChildComponent.js

import { LightningElement, api } from ‘lwc’;

import { createCustomEvent } from ‘c/utils’;

export default class ChildComponent extends LightningElement {

    @api dataToSend = ‘Hello from child!’;

    sendData() {

        const eventData = { data: this.dataToSend };

        this.dispatchEvent(createCustomEvent(‘senddata’, eventData));



Handle the Event in Parent:

In the parent component, handle the custom event and retrieve the data.

<!– ParentComponent.html –>


    <!– Your parent component content –>

    <c-child-component onsenddata={handleData}></c-child-component>


// ParentComponent.js

import { LightningElement } from ‘lwc’;

export default class ParentComponent extends LightningElement {

    handleData(event) {

        const receivedData =;

        console.log(‘Data from child:’, receivedData);



// utils.js (Utility to create custom events)

import { LightningElement } from ‘lwc’;

export function createCustomEvent(eventName, eventData) {

    return new CustomEvent(eventName, {

        composed: true,

        bubbles: true,

        detail: eventData



This example uses a custom event named ‘senddata’ to pass data from the child to the parent component. Adjust the event and attribute names as per your requirements.

Upon receiving the request to create a custom object in Salesforce, how would you proceed with the task?

To create a custom object in Salesforce, follow these steps:

  • Log in to Salesforce: Access your Salesforce instance and log in with your credentials.
  • Go to Setup: Click on the “App Launcher” (grid icon) or search for “Setup.”
  • Open Object Manager: In Setup, enter “Object Manager” in the Quick Find box and select it.
  • Create a New Custom Object: Click “Create” in the Object Manager, then choose “Custom Object.”
  • Configure Custom Object Details: Provide details like Label, Plural Label, Object Name, Data Type, and Record Name.
  • Configure Optional Settings: Optionally set features like enabling activities, allowing reports, and defining search layouts.
  • Define Custom Fields: Create fields with specified types, relationships, and additional settings.
  • Set Page Layouts: Customize page layouts to control how data is displayed on record detail and edit pages.
  • Add to Apps and Profiles: Include the new custom object in relevant apps and profiles for visibility and access control.
  • Save and Deploy: Save the custom object configuration.
  • Deploy Changes: Deploy the changes to make the custom object available in your Salesforce environment.

What steps can be taken to ensure that particular fields must be filled in when creating a record in Salesforce?

To make certain fields mandatory during record creation in Salesforce, follow these steps:

  • Access Object Manager: Go to Object Manager in Salesforce Setup.
  • Choose the Object: Select the relevant object for field modification.
  • Navigate to Page Layouts: Go to “Page Layouts” under the chosen object.
  • Edit the Page Layout: Edit the applicable page layout for the desired record type.
  • Specify Required Fields: Identify the fields to be mandatory and mark the “Required” checkbox for each.
  • Save Changes: Save the updated page layout.
  • Check Field-Level Security: Confirm that user profiles requiring access to these fields have the proper field-level security settings.
  • Test Record Creation: Validate the changes by testing the record creation process to ensure the designated fields are now obligatory.

What does the term “TAB” signify in Salesforce, and how does the process of adding a Custom Tab to an App differ between Salesforce Classic and Lightning?

In Salesforce, a “Tab” is like a button that helps you access specific things. To add a special button (Custom Tab) to a place (App), the steps are a bit different in the older version (Salesforce Classic) and the newer version (Salesforce Lightning).

Salesforce Classic: Adding a Custom Tab

  • Navigate to Setup: Click on your username and select “Setup.”
  • Access Tabs: In the setup menu, enter “Tabs” in the Quick Find box and select “Tabs.”
  • Create or Edit Tab: Create a new custom tab or edit an existing one. Associate it with a specific object or a Visualforce page.
  • Add to App: Once the custom tab is created or edited, go to the “App” section in setup, select the desired app, and add the custom tab to the app’s selected tabs.

Salesforce Lightning: Adding a Custom Tab

  • Navigate to Setup: Click on the App Launcher (grid icon) and select “View All.”
  • Access Tabs: In the App Launcher, search for “App Manager” and select it.
  • Edit App: Choose the Lightning app to which you want to add the custom tab and click “Edit.”
  • Add Custom Tab: In the Lightning App Builder, under the “Navigation Items” section, add the custom tab to the app.

List the features of Salesforce.

Salesforce, as a prominent Customer Relationship Management (CRM) platform, incorporates various features and capabilities.

  • Operating in the cloud, Salesforce allows users to access data and applications from any internet-connected device.
  • Users can customize Salesforce to their unique needs by creating custom objects, fields, and workflows.
  • Suited for businesses of all sizes, Salesforce offers flexible solutions that adapt to evolving organizational requirements.
  • Robust automation features, including workflow rules and process builder, streamline business processes.
  • Salesforce simplifies data tasks, facilitating easy import, export, and manipulation through tools like Data Loader.
  • Seamless integration with third-party applications ensures a connected ecosystem.
  • Powerful tools provide insights, allowing users to create custom reports and dashboards.
  • The dedicated mobile app enables on-the-go management of leads, opportunities, and CRM activities.
  • Salesforce supports the creation of branded online communities, enhancing collaboration among stakeholders.
  • Emphasizing data security, Salesforce employs features like role-based access control and encryption.
  • The platform’s marketplace, AppExchange, offers a variety of third-party applications to extend functionality.

What factors can lead to the loss of data in Salesforce?

Data loss within Salesforce can stem from various factors, such as:

  • Human Oversight: Unintentional data deletion by users lacking proper backup procedures.
  • Integration Challenges: Errors during data migration or integration processes that may lead to potential data loss.
  • Data Import Complications: Issues arising from incorrectly formatted or incomplete data imports, resulting in the loss of existing records.
  • System Adjustments: Changes to Salesforce configurations or customizations without thorough testing, potentially causing unintended data loss.
  • Apex Code Issues: Deficiencies in custom Apex code or triggers that could inadvertently delete or modify data.
  • Workflow and Automation Errors: Misconfigured workflows or automated processes that may unintentionally alter or delete records.
  • External System Updates: Changes in external systems integrated with Salesforce, if not managed correctly, can impact data integrity.
  • User Permission Modifications: Changes to user permissions, especially those affecting data access and modification, may result in unintended data loss.
  • Data Archiving and Purging Challenges: Mismanagement of data archiving or purging processes with potential consequences for critical information.
  • Record Ownership Adjustments: Altering record ownership without proper precautions may lead to inaccessible or lost data.
  • Profile and Role Changes: Adjustments to user profiles or roles influencing data access that could contribute to data loss.

What advantages does Salesforce gain from utilizing Software as a Service (SaaS)?

Software as a Service (SaaS) brings several advantages to Salesforce:

  • Cost Savings: SaaS means you don’t need to buy and maintain expensive hardware. Salesforce operates on a subscription model, reducing initial costs.
  • Easy Access: Salesforce is accessible from anywhere with an internet connection, promoting collaboration among team members.
  • Automatic Updates: Salesforce takes care of updates and maintenance automatically, ensuring users always have the latest features and security.
  • Growth Flexibility: Salesforce can easily scale up or down based on your business needs, whether it’s adding users or expanding features.
  • Quick Deployment: Setting up Salesforce as a SaaS application is faster compared to traditional software deployment.
  • Integration Capability: Salesforce integrates well with other SaaS applications, creating a comprehensive ecosystem for improved collaboration and workflows.
  • Data Security: SaaS platforms like Salesforce invest in robust security measures to protect customer data and comply with regulations.
  • User-Friendly Design: Salesforce has a user-friendly interface, making it easy for employees to learn and use, boosting productivity.
  • Predictable Costs: SaaS provides a predictable subscription-based cost structure, simplifying budgeting.
  • Continuous Improvements: Salesforce regularly introduces new features and improvements, automatically benefiting users without manual updates.

Explain what is involved in manual testing for Salesforce.

Salesforce manual testing involves human testers interacting with the application to ensure its functionality, user interface, and overall performance. It includes checking features, interfaces, security, and data accuracy. Manual testing is essential for a thorough evaluation, though automation tools may also be used for efficiency.

Explain the concept of automation testing in Salesforce.

Automated testing in Salesforce utilizes specialized tools and scripts to efficiently validate functions, perform regression testing, ensure data accuracy, and assess performance. This approach speeds up testing, detects defects early, and enhances the reliable deployment of changes. Common tools include Selenium, Salesforce Test Automation (STA), and ApexUnit.

In Salesforce, what is the meaning of the term “app”?

In Salesforce, an “app” is a grouping of tabs that work together to offer related features. It organizes elements like tabs, objects, reports, and workflows, providing a customized workspace for users to efficiently access and manage specific functionalities within the platform.

What kinds of reports can be generated in Salesforce?

Salesforce offers diverse report types to meet various reporting needs:

  • Tabular Reports: Display data in rows and columns without graphical elements.
  • Summary Reports: Aggregate data based on specified criteria, allowing for a summarized view with grouping options.
  • Matrix Reports: Group data both by rows and columns, forming a structured grid.
  • Joined Reports: Combine distinct data from multiple report blocks into a unified report.
  • Dashboard Reports: Visualize data from multiple reports on a single dashboard for a comprehensive overview.
  • Chart Reports: Represent data graphically using various chart types like bar charts, pie charts, and line charts.
  • Tabular with Chart Reports: Merge the simplicity of tabular reports with visual elements like charts for enhanced data analysis.
  • Feeder Reports: Provide data for dashboard components, enabling the creation of dynamic and interactive dashboards.

Explain the concept of Salesforce Community Cloud.

Salesforce Community Cloud is a platform that allows organizations to create interactive online communities for employees, customers, and partners. With features like Community Builder, customizable templates, collaboration tools, and seamless integration, it enables businesses to build engaging and branded spaces for communication and collaboration.

How do you manage testing in a multi-tenant setting like Salesforce?

Testing in a multi-tenant environment like Salesforce requires a comprehensive approach:

  • Isolated Test Data: Create separate test data for each case to maintain data integrity.
  • Governor Limits Compliance: Ensure tests comply with Salesforce’s governor limits.
  • Bulk and API Testing: Test with realistic data volumes and validate integrations to ensure scalability and synchronization.
  • Security and Concurrency Testing: Conduct thorough security testing and assess application behavior under concurrent user loads.
  • Performance and Regression Testing: Optimize performance and perform regression testing to avoid disruptions to existing functionalities.
  • API Call Monitoring: Keep track of API calls to prevent exceeding limits.
  • Continuous Testing: Integrate testing into CI/CD pipelines for ongoing validation with changes.

This approach ensures the reliability and stability of applications in Salesforce’s shared environment.

What does the term “trigger” mean in Salesforce?

In Salesforce, a “trigger” is like a small program written in a language called Apex. It helps automate things when you add, change, or delete information in Salesforce. Triggers work on specific types of information and can handle many changes at once. They’re useful for making Salesforce do exactly what you need for your business.

What do the terms “workflows” and “workflow actions” refer to in Salesforce?

AspectWorkflowsWorkflow Actions
DefinitionAutomated processes in Salesforce.Specific tasks triggered by workflows.
PurposeStreamline and standardize operations.Define what happens when criteria are met.
ComponentsWorkflow rules and associated actions.Configured tasks within a workflow rule.
Triggering CriteriaConditions set for initiating workflows.Conditions met for executing actions.
Examples of ActionsSending email alerts, updating records.Creating tasks, triggering outbound messages.
ConfigurabilitySet within workflow rules.Configured within the workflow rule.

What makes a “Sandbox” essential for testing in Salesforce, and what does it involve?

A Salesforce “Sandbox” is a replicated environment essential for testing and development purposes. It enables safe testing of new features, customizations, and integrations without affecting the live production environment. Sandboxes are crucial for user acceptance and performance testing, ensuring data security, and facilitating training. They play a pivotal role in the change set deployment process, allowing thorough testing before implementing changes in the live environment.

List the various components available for creating dashboards in Salesforce.

In Salesforce, dashboards utilize various components for effective data visualization and analysis. Key dashboard components include:

  • Charts: Display data graphically through bar charts, pie charts, line charts, and donut charts.
  • Tables: Present detailed data in tabular format for comprehensive record analysis.
  • Metrics: Showcase essential key performance indicators (KPIs) and specific metrics.
  • Visualforce Pages: Embed custom Visualforce pages for specialized functionalities and visualizations.
  • Filters: Enable interactive data filtering based on specific criteria.
  • Gauges: Represent data levels or progress visually using gauges.

These components allow users to create customized dashboards tailored to their specific requirements, offering a visually impactful and insightful representation of data.

In conclusion, this article, addressing Salesforce QA Interview Questions and Salesforce Scenario-Based Interview Questions, delivers vital insights for mastering Salesforce testing. Covering essential topics, from testing in a multi-tenant environment to the significance of Sandboxes, it ensures comprehensive preparation.