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Interview Questions

Salesforce is a customer relationship management (CRM) platform that allows companies to manage customer data and automate business processes. It includes tools for managing accounts, contacts, leads, opportunities, and customer support. Salesforce has a number of subsidiaries that offer additional services like marketing automation, analytics, and application development tools. Objects in Salesforce are collections of fields that store data in the form of records. Standard and custom objects can be created for different business needs.

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Interview Questions

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1. What is Salesforce?

When you search on the web about Salesforce, there are thousands of
articles, telling you what is Salesforce and what does it do. The writing is so
complex that don’t learn the platform. Instead, out of disappointment you
begin to search other search page results of what the platform actually is.

This is the reason; we have come with a straight answer. Salesforce is a

platform that takes care of your business needs of their customers. As per
Salesforce official website, it defines “What is Salesforce?” as follows:
Read more: What is Salesforce
2. Can you explain salesforce subsidiaries – Scenario based
interview Questions?
You need first understand the meaning of subsidiary before knowing what is
Salesforce subsidiary. In corporate word, there is a parent company that has
right to own other companies.

In this case, Salesforce acts as the parent company and its subsidiaries are
Pardot, MuleSoft, Heroku, tableau, demand Inc and salesforceiq.

In Salesforce object are classified onto two categories,

one is known as standard object and the
other is known as the custom object.
For any personal business need you have to create a custom object hence
the word custom indicating customization.

Standard objects are created by default in the Salesforce platform known as

standard object and hence the word standard.

Salesforce interview questions and answers

4. What do you understand by App in Salesforce?
Consider a delivery box that has got you favorite items. In Salesforce, App
acts a box which contains a company’s favorite items like company’s logo,
name and business operations. When using Salesforce, you will have the
privilege to make an app according to your needs. For this you will need the
help of custom tabs and standard tabs.

Tags: What is salesforce, Salesforce subsidiaries, Objects in Salesforce, Apps

in Salesforce, different types of apps in Salesforce.

6. Fields in Salesforce – Salesforce Interview Questions

The answer is a resounding yes. Salesforce objects are formed by the
collection of fields. Suppose as a salesforce professional, you are given the
task of creating field for a company. So, your field in salesforce will look like

 Name the company

 Proprietor of the company

 Created by salesforce professional 1

 Last modified by salesforce professional 2

7. What do you mean by audit fields?
In salesforce, a term can be used in multiple ways. In this case, audit filed are
nothing but another name for standard fields.

7. What do you mean by defaulters in salesforce

Defaulters in salesforce are nothing but data filters in salesforce.

8. Can you name an issue that salesforce professional face in

joint reports
The issue of export is a challenging task that salesforce professional faced
during joint reports.

In our recent article A brief guide to Salesforce CPQ we have given a detailed
information on that module.
9. Can you name some reports that might be present in
salesforce – tricky question?
A total of four reports are present in salesforce. Each report has its own
individual functionality to make business productivity easier in salesforce.
These are:

1. Matrix report: A report that is formed by rows and columns

2. Summary report: A report that is created to show the details of

columns

3. Tabular report: A report that gives company details in tabular format

4. Joined report: A report that is formed due the mixture of any two

combination of report. Like summary report plus matrix report can give you

a joined report. Similarly, tabular report and matrix report can give joined

report.
10. What do you understand by audit trail in salesforce
Suppose your salesforce team contains twenty members. Each member has
done some changes in the project. The audit trail will address these changes
made by other members to you.

In that way you will always know who modified a project at the last minute.
Using the audit trail, you would get to know the change made the team
member, the time of the change made and the username of the team
member.

Enroll for free demo for our salesforce training.

11. What are some of the major benefits using the CRM
software?
There are multiple benefits of using the CRM software. Some of the major
ones will be listed below:

 Programs present in salesforce, makes the salesforce professional to

understand the needs of the customer, which helps the salesforce

professional to pitch a particular product to a client.

 One communication for all. This means during a project; all the team

members can see the changes and modify material according to their

convenience. No sharing of multiple URL to different team members as

one URL can be used for all.

 Reporting becomes seamless as the dashboard of salesforce uses the

drag and drop feature to increase productivity.

 Business owners have more time in concentrating in other business

operations, rather than investing all the time in watching the departments

for their work progress.

 Time management and cost saving.
Read our Salesforce Marketing Cloud Certification details, published recently.
11. In salesforce can two members have same profile?
A profile in salesforce gives you the authority to access certain record in
salesforce. For instance, a salesforce member can have a profile which gives
him access to sales report of the customer.
In addition, another member can also have a profile which gives them the
access to sales report. So, this clearly states that two members can have the
same profile in salesforce. Look at in this way, there are twenty members in
the accounts departments and all the members have access to customer
purchase report. So here different profiles are accessing a single record.

12. Can you state the difference between profile and role in
salesforce
Role is basically the level of access that you have a salesforce. Works as any
organization hierarchy. In corporate environment the CEO takes the critical
decision, the management takes care of the employees and the employees
does the work. Similar case goes with salesforce.

A salesforce developer, creates the application. The salesforce administrator

checks if the application is user friendly and cleared of any bugs. Lastly, the
salesforce consultant pitches the app to the client. Profile is made for all
members so it doesn’t have a hierarchy.

13. What are the different types of relationship in salesforce?

In salesforce there are three types of relationship. One is known as the lookup
relationship, the other is known as the external lookup and lastly there is
master detail relationship.

14. What do you understand by master detail relationship in

salesforce?
Consider a scenario where you have a child. The parent is you. In this case
the relationship described as the father and the child or the mother and the
child. Similarly in salesforce the master can be regarded as the parent and the
detail can be regarded as the child.

When you act as the parent to a child, then you take care of the needs of the
child and the behavior of the child depends on how you treat them. Same
goes with salesforce, the master acts as the complete authority; if the master
gets deleted then the detail gets deleted also.

When dealing with master detail relationship in salesforce, you will have the
opportunity to create fields in master record which will automatically calculate
the sum and average of the child

15. Lookup relationship – – Salesforce Interview Questions

In real life, you might have seen bridges. The main function of the bridge is to
connect from one end to another. Similar case happens with salesforce, here
when two objects are linked to each other via medium, then it is known as
lookup relationship.

17. What do you understand by self relationship?

When you create an object then there is accumulation of fields. Consider an
object being created for a mobile company. So the object will have columns
like price of the mobile, user ratings and date it was launched. This
establishes a relationship with the mobile according to its price and date of
launch. This can be regarded as self relationship.

18. What do you understand by workflow in salesforce?

Workflow in salesforce is nothing but the automation functions of salesforce.
Automation functions such as tracking the customer map journey, sending up
follow up emails and performing other marketing activity to boost the sales of
the company. In order to implement workflow in salesforce you need to make
sure that certain rules and regulations are followed in salesforce.

19. Can you define a transfer record in salesforce?

The word transfer itself tells you that salesforce is talking about transferring
the files from one place to another. Hence in order to move a file from one
destination to another. You need permission from a salesforce professional
(let’s say professional 1) to transfer it to another professional (lets say
professional 2)

20. What you understand by dashboard in salesforce?

The method of representing data in visual attractive format can be termed as
salesforce dashboard. When you use salesforce dashboard, collection of 20
reports can be visible.

21. What you undead by soap in salesforce?

The method of transmission of XML coded data in a seamless way can be
termed as soap in salesforce

22. What is time trigger in salesforce?

In salesforce you can automate tasks for a particular time. For instance you
choose a time to send emails to the client or schedule a time to pitch a
product to a particular client. This is known as time trigger in salesforce.

25. What do you understand by minipage in salesforce?

Minipage layout acts as the substitute for the page layout that is already
present in salesforce. When there is a presence of mini page layout you will
get to see field access settings, profile association and record type.

26. Does extra software needs to be a added in work station to

use salesforce.com?
Nope, salesforce is a platform that is already build, so you just the need
internet connection to get started with salesforce. Now in order to merge your
word document or the internet explorer to integrate with salesforce a small
plug in needs to install.

27. Can you explain governor limits in salesforce – download

interview questions?
Since salesforce, is a multi-tenant platform, it will always have functionalities
based on certain limits. Going by this concept, the limit of object in salesforce
is 500. For master detail relationship is 2, and for lookup relationship is 25.

28. What do you understand by list view in salesforce?

Find the scenario based practical questions in our live classes.
If you are someone that wants to have the privilege to see filtered set of
records like custom objects, accounts and contacts, then you take help of list
view in salesforce. So in order to view records, you first need to log in into the
dashboard of salesforce.

There you will find an option known as “go “which is present just beside the
“all option”. When you click on the go option you will be able to create new
view in salesforce, which will give you the records that is present in
salesforce

29. How do you do inline editing in salesforce?

In order to do inline editing, you have go to the detail page and skip clicking
the edit button. Now particular field can be edited.

30. Is there any chance we could disable inline editing ?

The answer is a resounding yes. In order to disable it, you need to follow
certain steps. First you need to go to an option called setup, then after clicking
setup, you have to go to customization. After that, you will be seeing an
option known as user interface. Once user interface is clicked, you need to
click on enable inline editing.

31. Enhanced list view – – Salesforce Interview Questions

A method by which records can be modified can be termed as enhanced list
view. Make sure that when you are in the process of modification, all the
multiple records should belong from the same record type.

32. Do you know how to enable mini page layout?

Yes. In order to enable Mini page layout, we have to first go to record detail
page. Once a salesforce professional starts to view lookup fields, there
comes a link. When the cursor is moved towards the link, a popup window
opens. The new window gives us the option of creating new fields. One a
new filed is created; we see a mini page layout appearing at the side of field
parent object.

34. What do you mean by sales and support process?

To create opportunity object we need pick values for stage field. This process
can be termed as the sales process. Now to control these values, we need to
create record type for the opportunity object. This method is called support
process

35. What do you understand by web to lead?

Now in salesforce HTML code can be generated by selecting the lead filed
and naming the URL in the web to lead option. Now the HTML code that is
created can be used in creating any website. So when information is inputted
in fields, and submit button is clicked, salesforce will automatically save fields
in lead object.

Top 225+ Salesforce Admin Interview Questions in 2020

36. What is queue in salesforce?
Let us assume that you have been assigned to create objects from an e-
commerce website. So an ecommerce website will have different objects such
as clothing line, technology, food items and custom materials.

With the help of queue, different salesforce members can be added for each
object. Here for clothing line, let’s say the number of salesforce individuals
assigned is 5, for technology there is another 10, for food items there is 8. The
list goes on like this. Every member becomes the owner of each object

37. What do you understand by public group?

When you want to add random ownership to an object, then that group can be
termed as public group.

38. What are assignment rules in salesforce?

In salesforce, there is an automation process that manages your organization
support and lead and this is called as assignment rules. There are three
types of assignment rules, one is known as the case assignment rules, the
other is known as the aim and the last one is known as the lead assignment

 Lead assignment : Here the software specifies the lead after

analyzing the information of the customer

 Case assignment: Here the software tells the salesforce professional

how to pitch to the client. Should be via email to case? Web to case? ,

customer support , lotus note and outlook

 Aim : to create a list according to the customer needs
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39. What is auto responder in salesforce?
The process of sending automatic emails to customer can be termed as auto
responder in salesforce.

40. What is escalation salesforce?

For solving customer problems, there are times when you need provide a
quick solution of the case. When as a salesforce profession you cannot
provide the solution, the issue is escalated to the expert and gets solved very
quickly.

41. What is your thought process on salesforce economical

year?
The economical year or fiscal year is defined as the income of salesforce in a
particular year. So basically an economical year starts from January and ends
in December. The amount of business that salesforce has done in this period
of time can be counted as fiscal year and depicts the salesforce revenue.

Salesforce allows two kinds of Fiscal years-

1. Normal or standard Fiscal year- It is a period that allows estimating by
following the Gregorian calendar that has 12 months structuring. Also, the
starting of the fiscal year can begin with the very first day of a month
belonging to a particular year.
2. Custom Fiscal year- It is majorly defined for the companies that lay their
forecast based on quarterly or weekly financial planning and can also
customize the same.
Read our 155 Salesforce Interview Questions with Answers
42. Can you state the dissimilarities between page block table
tags and data table?
Inside the page block table, we can use the standard style sheets to design a
visual page. A page block table needs to be defined inside the page block
section. It contains an attribute called “value.” There is an automatic setting for
the display of column headers.

When we talk about the data table there is no requirement for writing or

defining the data table inside the page block section or page block. Also, there
is no requirement of a compulsory value. In addition, the data table allows
you to use custom sheets seamlessly. There is an explicit arrangement of
specifying the column headers.
43. State some factors that indicate information loss in
salesforce?
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Information loss in salesforce is also known as data loss. Some of the factors
that determine evidence loss in salesforce can be stated as follows:

 Rapid changes in date and time.

 Changing the data types from one to another. For example: changing

the data types to percent or currency.

 Altering from the multi-select picklist or it can be the mode of changing

the checkbox, etc. to another data types.

 The process of changing to the auto-number where the text is an

exception.
44. State some junction object uses in salesforce?
A Junction object is defined as the custom object consisting of a relationship
called two master-detail relationships containing two different kinds of record
types.

If you are salesforce professional that wants connect multiple relationships in

salesforce then junction object is your answer. Various junction objects can
be proved helpful in linking one instance of a record to several children where
every child can be equally linked to the other parents gradually.

In the creation of junction object, the following points are included:

1. Creation of the two master-detail relationships.

2. Customization of the related lists on the page layouts of the two master
objects.

46. Name some of the ways in which record can be shared

There are various ways in which we can share record in salesforce, they are
known as OWD, manual sharing, bench-mark sharing rules, apex sharing and
role hierarchy. Let’s understand each one in detail, so that we can have a
clear understanding.

In role hierarchy, we need to follow certain instructions. First, we need to go to

an option known as setup. Then we need to go a section known as manage
users. After completing this process, you get a tab known as structure roles.

Once you click on the option known as structure roles, you will have the
privilege to new role which will appear as add role. Once you have added
your role, all you need to do is hit save. Just like that, you have created a role
hierarchy in salesforce.

Another way is to opt OWD which gives organization the privilege to keep files
completely confidential, be completely transparent to the public or give the
public the authority to read and write. You can follow the path by going to
setup followed by Security Controls. Then, you can access the sharing
settings for the customization and finally click on ‘Edit’.

Criteria Based Sharing rules is the next way to share records. It is used in
those cases where sharing of records is needed based on condition like share
records to more than one user.

You also can share a record using Apex sharing where the creation of a
record to the share object is required to share the records using apex.
Salesforce interview questions and answers
47. State the major differences between. Insert () and insert () in
salesforce?
Insert ():
A partial insert and Rollback are not supported. On using the DML statement
(Insert), during the occurrence of an error, the further working of execution will
take a halt. In this particular case, with the usage of Apex code a flaw can be
eliminated and you will find that not even one record will be inserted to the
handling database.
. Insert ():
It is one of the ways to handle database methods are static in nature called
static method available in the class inside the Database. A partial insert and
Rollback are also said to be supported. It includes the all-or-none parameters
that default true.

While using this. Insert () method in big projects, during the occurrence of an
error, the remaining records will be inserted/updated except record throwing
an error.

48. List the things that can have on page customization?

The on-page customization can have the following parameters.The first one is
page layout like, another thing are Fields, Buttons, Custom Links and the last
but not the least one is Related Lists.

49. Is there any chance by which we can create RUS on master

object?
Yes, it is possible in a relationship called master-detail relationship. The RUS
known as Roll-Up Summary fields. Their creations basically done on master
records. In master record, you have the privilege RUS or better known as roll
up summary fields. Once this field is created you can calculate various
attributes of child records.

Our instructors train you on scenario based and project based interview
questions with answers and sends daily material over email.

50. What do you understand by apex builder and apex trigger?

Certain activities of the apex builder can be stated as follows:

 Creation of records

 Updating the records.

 Sending an Email alert.

 Submitting a record for the further approval.

 Invoking a process from another process.

 Launching a flow.

 Calling the apex methods.

In salesforce, the apex trigger has a name known as apex code. The apex
trigger can be held responsible for certain activities like merging data,
modifying and updating data, and eliminating data completely.

51. Apex transaction? What does that mean in salesforce

glassdoor questions?
When a salesforce professional tries executing several activities at particular
time then it can be termed as Apex transaction. All sorts of DML operations
contained in a certain number of transactions are either complete
successfully, or another case arises where it can be the arrival of any error in
any of these operations, the whole transaction is turned back to the previous
state and there is commitment of the data or information to the database.

The following boundaries of a transaction are defined such as- boundary can
be a Visual force page, an anonymous block of code or it can be a trigger or a
class method.

 Salesforce Basic Interview Questions

52. Name some of the kinds of apex triggers in salesforce?
When we talk about apex triggers then it can be divided into two segments the
first one previous trigger and other is known as the later triggers. Please note
that previous triggers can also be called as before triggers and later triggers
can also be called as after triggers in case of before triggers, they have their
usage in the process of updating and validating the expense of record in
salesforce. A care is taken that they should not get preserved in the record.

In case of after triggers, they are used in the process of accessing the field
values embedded in the records which are present inside the system
database. When the help of later triggers, one can modify information that is
stored in the database

53. How can apex program be used in visual force page?

An Apex program can be used in the visual force page, it can be done by
declaring the syntax given below- <Apex: page controller = “class name “>

Once a visual force page called which already contains an attribute called as
page controller attribute, an apex class object will be created and later defined
by the controller. Also, for apex class to be defined completely an object has
to be created; once done, the involvement of the constructor is addressed.

54. How would you describe the multitenant architecture in

salesforce?
The multitenant architecture in salesforce means one URL for all departments.
So when project is in progress, every department is one the same page. It is
also referred to as a standard in the software architecture that serves the
multiple client organizations called as tenants in business by running the
single instance of the software securing the IT resources among multiple
applications and tenants.

55. What you understand by S0QL proclamation in salesforce?

Define each with example
SOQL has its usage to put forward the queries which is responsible for
recording the stuff contained in the database.com.The two kinds of SOQL
Statements in salesforce are as under- The very first is Static SOQL and other
is SOQL statement is called as Dynamic SOQL.
1. Static SOQL: It has the following syntax-
For instance: String search for =’Alice’;

2. Dynamic SOQL: This type of statement is referred to the process where

there is a possible formation a dynamic SOQL especially during the run time
which is feasible with the help of an Apex code. This creates seamless
application in salesforce. We will notice a sObjects being returned when query
is available for multiple records and not a single one.
56. What do you understand group by in Syntax?
The group by in Syntax refers to the usage of bulk of an aggregate function,
such as sum () or max() especially with conned to a version known as API
18.0 it can be the later one also.

It finally gives the permission to rollup results associated with the queries
rather than processing the certain number of database saved as records as
per your own code. The syntax can be defined as: [Group list created through
group filed]
57. Explain how java script remoting in Apex controller
There are 3 parts of java script Apex controller:

The first one is remote application. It is often being added to the Visual Force
page and written in the JavaScript. Another part relates to the definition
through distant. It is majorly contained in your Apex controller class. The last
part deals with the remote application that allows for a call back facility.
Hence, it is being added or can be said to be included in your Visual force
page contained in the JavaScript.

58. Name some remote request of JavaScript ?

1. Buffer– of Boolean Data type
It is used in making the decision related to the grouping of requests which are
implemented into a one personal demand where the default value is
considered true.

2. Escap is of the Data type called Boolean.

It is used in making the in removing the feedback by apex methods where the
default value is considered true for the Escap remote request.

3. Timeout– Falls under integer data type

A Static resource request is created within a matter of second, keeping the
limit to thirty seconds.

59. State the most important difference between better and setter
methods?
While using the salesforce platform, there will be situations, where you need
to need to transport a value from the controller straight into the VF page. The
medium that is used for this transfer can be known as getter methods.
Similarly when you want to pass the value back to the controller, you need a
medium known as the better methods.

60. Out of two apex class, identify the most important

difference?
The two apex class can be regarded as public class and the global class. The
term global itself states that when particular information can be accessed all
over the salesforce, then it can be termed as global class. In global class, you
don’t need namespaces. In public class, namespace is required.

61. Name the various collections of Apex? In addition, also state

about Apex maps
When a salesforce individual tries to store multiple amounts of records in the
platform, then it can be termed as Apex collection. A total of three variation of
apex collection can be found in salesforce and these are known as maps,
data and sets. A client might want to store data in key value pairs, this is
where apex maps come into the picture, and each key value pair represents a
single value.

62. S0Sl and SOQL – Salesforce Interview Questions

In order to understand these two terms, we need to first understanding their
meaning and then need interpret their difference. SOQL gets defined as
salesforce object query.

When SOQL is used, the salesforce professional has the facility to search
only one object at a particular interval of time. SOQL can be passed down to
both triggers and class and will provide you the facility to return records.

SOSL can be defined as sales object search language. Here a query can be
searched only through text, email or phone call. They can be passed down to
class but not to the triggers. Also, gives you the facility to rebound record.

63. In salesforce what do you mean sObject?

Force.com allows you to store only a certain set of object. These can be
termed as sObject. Let’s say that you have created an object known as
Vehicle. Now when you say vehicle it can be car, bus, truck, motorbike and
sports car. So if the client wants to store only sports car in force.com, then a
client has to use only a particular object known as sObject.

64. How many different types of data can a set accumulate in

salesforce?
An assemblage of six data types can be accumulated in a set. These are
known as built-in Apex types, user defined types, collections, primitive types,
and sObjetcs, and collection.

65. Have you heard about Trigger.new – developer interview

answers?
The answer is yes. When a salesforce professional tries to rebound a
collection of records that have sObject, it can be termed as Trigger.new
functionality. In this cycle, only the records that have not been in database will
be returned.

108+ Salesforce Interview Questions

66. Visual component – Salesforce Interview Questions
Visual component in salesforce comes in two forms. One can be standard
component which is already predefined and the other can be custom
component that is build to understand the behavior of the user. When a
salesforce professional tries to send any information from visual force page to
salesforce, then visual force components has to be used.

67. State the different types of method batch apex class in

salesforce
In batch apex class, there are three methods that need your attention. One is
known as the execute method, the other is known as the start method and the
final is known as the finish method

68. What is use of annotation known as @ future?

This annotation is used when salesforce professionals try finding a method
that is not present or is not occurring. When the @future annotation is used, it
will only be executed, if the salesforce has a resource available for it.

69. There are multiple bindings used in visualforce can you

name them?
There are three types of bindings in visualforce They can be stated as action
binding, component binding and data bindings. Data binding portrays all the
data that is present in the controller.
Action binding refers to all the action methods that are present in the
controller. Finally, in case of component bindings, it refers to the process of
the components that is present in visual force page.

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70. Can you define an attribute tag in salesforce?
An attribute tag of salesforce can be defined as quality of the custom
component which needs to have a tag of the child component. Now, it has be
noted that attribute cannot be defined by ID or reference, it can be only be
syntaxes using coding.

71. State the number of records that can request for a record
return
5000 records through SOQL can be requested for query return. In case of
SOSL the number of records has to be 2000.

72. How does a salesforce professionals find how many users

are there is Apex code?
You need to type a function known a userinfo.getuserid () to watch the amount
of users present in apex code.

73. Can a controller be called from a JavaScript?

Yes, using action function a controller can be called from JavaScript.

74. Name the methods where on how apex job can be executed?
To execute apex job in salesforce, a salesforce professional needs to use a
method known as database execution in order to initiate the process. Here
two syntax needs to be used which are both based on public static id. One
public static id would contain class name and the sObject name and the other
public static id would contain integer’s scope, class name and sObject.

75. Does visual force support fields as it does in s control –

admin interview questions?
Yes, Visual force always support merge files (embedded ones) at all times.

76. Consider a situation where a client wants to view a report

suing a single screen, the report should be sales made by the
company in each country, what report should be considered
here?
The report that should be considered here is known as the summary report

77. The CEO of the particular company wants to reward the best
employee of the company who has done the maximum number of
sales. The catch being, the company operates in 17 countries
and wants the name of each employee who has made the
maximum contribution. What kind of report should be used?
In this case, the report used should be matrix report

78. An e-commerce company wants to see a report of the number

of mobiles sold in particular year and also the number of home
appliances sold. What kind of report should you think would be
best fit?
A joined report should be the best fit in this case

79. Let’s say that the two objects have been merged using the r/s
which appear as field in the secondly record. How will it appear
in the primary record?
In primary record it will come as related list. Now you have to know when two
objects are connected as per clients needs then the two objects behave
diffenly. One behaves as custom object and the other r behaves as standard
object

80. Now as standard from, there is presence of two MDR in an

object. What is the behavior with the object is customized?
When the object is customized then custom level comes into the picture.
Hence three custom level are now allowed

81. Consider an IT firm, which has two objects, one is employee

payroll and the object is known as the employee leave. So when
combing these two objects what is the relationship should be
preference.
Preference should be given master detail relationship

82. A business owner has placed an order of 1000 mobile pieces to a

company. Now the delivery is made and the payment is now to be
issued. So what is the relationship that is established between the
company and the business owner?
The relationship that is established is lookup relationship

83. Consider a scenario where there object known as inventory. In

inventory there are 10 members. A field known as confidential is
created in the object and you want only one member to see the
confidential field? What are going to do?
First, permission sets needs to created, and access should be given to the
member whom you want to see. Syntax:

Object: inventory

Users: 10 members

Condition: Only 1 member should see a particular filed known as confidential.

84. What you understand by dashboard in salesforce?

The method of representing data in visual attractive format can be termed as
salesforce dashboard. When you use salesforce dashboard, collection of 20
reports can be visible.

85. What do you mean by lookup relationship?

86. What are some of the actions in workflow?

Actions in salesforce are divided into four categories and these are known as
outbound message, email alert, task and field update.

87. What do you understand by minipage in salesforce?

88. How do you do inline editing in salesforce?

In order to do inline editing, you have go to the detail page and skip clicking
the edit button. Now particular field can be edited.

89. What do you understand by enhanced list view?

90. What do you mean by sales and support process?

91. What do you understand by lead process?

Till now, you must have known that object is the collection of fields. So in lead
object, values needs to be decided by statuary fields. This process called lead
process. Once the lead process is activated, you will be allowed to create
record for the lead object.

92. Tell me what you know about SOSI and SOQL?

In order to understand these two terms, we need to first understanding their
meaning and then need interpret their difference. SOQL gets defined as
salesforce object query. When SOQL is used, the salesforce professional has
the facility to search only one object at a particular interval of time. SOQL can
be passed down to both triggers and class and will provide you the facility to
return records.

93. What do you understand by public group?

When you want to add random ownership to an object, then that group can be
termed as public group.

94. What is escalation salesforce Admin?

95. What is Apex transaction in Admin Salesforce? What does that mean
in salesforce?
When a salesforce professional tries executing several activities at particular
time then it can be termed as Apex transaction. All sorts of DML operations
contained in a certain number of transactions are either complete
successfully.

96. What is a Profile?

Profiles and Roles work together to determine which records users can see
and what they can do with them. Profiles are always required and control
which objects and fields users can access. They also determine whether
users can create, edit, or delete records.

97. What is a Role?

Roles are technically optional, but it’s a good practice to use them. Roles are
predominately about sharing records to users. When organization-wide default
sharing is set to lower than Public Read/Write for an object, you can use
Roles in Sharing Rules to determine which records (and whether they’re
Read-Only or Read/Write) that users can view. Roles also have a hierarchy
like an organization chart, so that the sharing can cascade beyond records
users need, but also for managers to access their team’s records.

98. What is a Permission Set?

Permission Sets are add-ons to Profiles. They generally have the same
settings and are used to increase users’ permissions above what the Profile
provides. The benefit to them is that you can give users slightly different
permissions without having to create separate Profiles. They reduce the
overhead for Administrators in that way. It’s useful to think of Profiles as the
base set of permissions that many users have in common while Permission
Sets are the “extra” permissions that fewer users need.

99. What is a Public Group?

Public Groups are similar to Roles what Permission Sets are to Profiles. An
Administrator can create ad hoc groups of users (naming them individually or
by Roles) to be able to share records to them. A common use case is to share
records to users of a similar level, say Directors. As there are probably
Directors spread throughout the organization, they aren’t likely to be under
each other in the Role hierarchy, but an Admin could create a Public Group
with all of the Director Roles in it and share records to the group.

100. What is a Queue?

Queues are similar to Public Groups in that they are bespoke groupings of
users (named individually or via Roles), but they are used for record
ownership rather than Sharing Rules. The classic use is for Cases where
you’d want to assign an open one to a team of people, so whoever was
available first could handle it. Queues are not available on all standard
objects, but they have been added to Tasks in the Spring ‘20 release.

101. How can I create Many – to – Many relationship?

Lookup and Master detail relationships are one to many relationships. We can
create many – to – Many relationship by using junction object. Junction object
is a custom object with two master detail relationships.

102. List examples of custom field types?

Text, Pick list, Pick list (multi select), Date, Email, Date/Time, Date, Currency,
Checkbox, Number, Percent, Phone, URL, Text Area, Geolocation, lookup
relationship, master detail relationship etc…..

103. What is TAB in Salesforce?

Tab is a user interface component to user creates to display custom object
data.
There are three type of tabs.
Custom Tabs
Visual force Tabs
Web Tabs
104. Does user can create insert their own custom logo, while creating
their own custom applications?
Yes user can upload their custom logo in documents and then they choose
that logo for organization.

105. List things that can be customized on page layouts?

We can customize different things on page layout like, Fields, Buttons,
Custom Links and Related Lists. We can also create sections.

106. What is a “Self Relationship”?

Self Relationship is a lookup relationship to the same object. Suppose let’s
take an object “Merchandise”. Here we can create relationship in between the
Account to Account (same object) object. That is called “Self Relationship”.

107. What are the main things need to consider in the “Master-Detail
Relationship”?
Record level access is determined by the parent, Mandatory on child for
reference of parent, cascade delete (if you delete the parent, it can cascade
delete the child).

108. What is difference between trigger and workflow?

Workflow Workflow is automated process that fired an action based on
Evaluation criteria and rule criteria.
We can access a workflow across the object.
We cannot perform DML operation on workflow
We cannot query from database
Trigger Trigger is a piece of code that executes before or after a record is
inserted or updated.
We can access the trigger across the object and related to that objects
We can use 20 DML operations in one trigger.
We can use 20 SOQL’s from data base in one trigger.
109. What is Wrapper class?
A Wrapper class is a class whose instances are collection of other objects. It
is used to display different objects on a Visual Force page in same table.

110. What is Difference between SOQL and SOSL?

SOQL(Salesforce Object Query Language) Using SOQL we can Search
only on one object at a time.
We can query on all fields of any datatype
We can use SOQL in Triggers and classes.
We can perform DML operation on query results.
SOSL(Salesforce object Search Language)
Using SOSL we can search on many objects at a time.
We can query only on fields whose data type is text,phone and Email.
We can use in calsses but not in Triggers.
We cannot perform DML operation on search result
111. What is difference insert() and database .insert() ?
Using insert method we can insert the records but if any error occurs in any
record system will throw an error insertion fail and none of the records are
inserted. If we want to execute partially success of bulk insert operation we
will use database .insert.

112. What is Static Resources?

Using Static Resources we can upload images, zip files, jar files, java script
and CSS files that can be referred in a visual force page. The maximum size
of Static Resources for an organization is 250mB.

113. How to call java script using Static Resource in Visual Force page?
Add java script file in Static Resource setup -> develop -> Static Resources ->
click on ‘New’ -> Name: filename and add file from local desktop and save.
We can use that file as follows in Visual Force page

114. What is sharing rule?

If we want to give the access to other users we use sharing rules.

115. How many ways we can share a record?

Role Hierarchy:
If we add a user to a role, the user is above in the role hierarchy will have read
access. Setup -> manage users -> roles -> setup roles -> click on ‘add role’ ->
provide name and save.

OWD:
Defines the base line setting for the organization. Defines the level of access
to the user can see the other user’s record OWD can be Private, Public Read
Only, Public Read and Write. Setup -> Security Controls -> sharing settings ->
Click on ‘Edit’

Manual Sharing:
Manual Sharing is sharing a single record to single user or group of users. We
can see this button detail page of the record and this is visible only when
OWD setting is private. Criteria Based Sharing rules: If we want to share
records based on condition like share records to group of users Whose criteria
are country is India. Setup -> security controls -> sharing settings -> select the
object and provide name and Conditions and save

Apex sharing:
Share object is available for every object(For Account object share object is
AccountShare ). If we want to share the records using apex we have to create
a record to the share object.

116. What are the actions in workflow?

1. Email Alert
2. Task
3. Field Update
4. Outbound Message
Go through the below link for the more information about workflow actions
http://www.salesforcetutorial.com/salesforce-workflow-automation-workflow-
management/

117. How many ways we can made field is required?

1. While creation of field
2. Validation rules
3. Page Layout level

118. What is difference between Role and Profile?

Role is Record level access and it is not mandatory for all users. Profile is
object level and field level access and it is mandatory for all users.

119. What is the maximum size of the PDF generated on visualforce

attribute render As?
15MB

120. How many controllers can be used in a visualforce page?

Salesforce come under SAAS so, we can use one controller and as many
extension controllers.
121. What is difference between Action support and Action function?
Action function: Invoke the controller method from java script using AJAX and
we can use action function from different places on visual force page. Action
support: Invoke the controller method using AJAX when even occurs on page
like onMouseOver, onClick, ect… and we can use action support for particular
single apex component.

122. How many ways we can call the Apex class?

1. Visual force page
2. Web Service
3. Triggers
4. Email services

123. How to create Master Details relationship between existing

records?
Directly we can’t create Master Detail relationship between existing records,
first we have to create Lookup relationship and provide valid lookup fields and
it shouldn’t null.

124. What is permission set?

Permission sets extend user’s functional access without changing user’s
profile. Ex: A user has only read access through profile on custom object,
administrator want to give access Edit and create operations to him without
changing the profile. Administrator creates the permission set having edit and
creates operation on custom object and assign to that user.

125. What is manual sharing?

Manual sharing is to share a record to a particular user manually. Go to detail
page of record and click on manual sharing button and assign that record to
other user with Read or Read/Write access. Manual Sharing button enables
only when OWD is private to that object.

126. How we can change the Grant access using role hierarchy for
standard objects?
Not possible.

127. What is the use of “Transfer Record” in profile?

If user have only Read access on particular record but he wants to change the
owner name of that record, then in profile level Transfer Record enables he
can able to change the owner.

128. What is Field dependency?

According to the field selection on one field filter the pick list values on other
field.

129. Is check box performs like controlling field?

Yes possible. Controlling field should be Check box or pick list.

130. How many field dependencies we can use in Visual Force page?
Maximum we can use 10 field dependencies in VF page.

131. What is Roll-up summary?

Roll-up displays the count of child records and calculate the sum, min and
max of fields of the child records.

132. How to create Roll-up summary field on lookup relation?

Not possible. Roll-up summary is enabled for only Master –Detail relationship.

133. What are the Record Types?

Record Types are restrict the pick list values and assign to the different page
layouts for different Record Types.

135. What is Audit Trail?

Audit Trail provides the information or track all the recent setup changes that
an administrator done to the organization. This can store the last 6 months
data.

Salesforce interview questions and answers; Report types, Tabular, Summary, Matrix and Joined
Reports
136. What are the Reports Types?
4 Types of Reports in Salesforce
Tabular Reports: We can only displays the grand total in the table form.
Summary Reports: It is a detail form of report in which the grouping done
based on Columns.
Matrix Reports: It is a detail form of report in which the grouping done based
on both Rows and Columns.
Joined Reports: We can join the two or more reports in the single report
displayed in the form of blocks.
137. What is Dashboard?
Dashboard is a pictorial representation of report. We can add up to 20 reports
in single dashboard.

138. What is the relationship between Contact and Account objects in

salesforce?
In Salesforce, Contacts is having a look up relationship with Accounts i.e.,
Simple relationship

139. What are different Organization Wide Defaults? Explain each of

them?
Below are the different OWD values Private
If the OWD for an object is set to private, then only the owner, and users
above that role in role hierarchy, can view, edit and report on those records
Public Read Only
If the OWD for an object is set to Public Read Only, then all users can view
and report on records but they cannot edit them. Only the record owner and
the users above that role in the role hierarchy can edit the records
Public Read/Write
If the OWD for an object is set to Public Read/Write, then all users can view,
edit and report on all records. But only owner of the record can delete the
records.
140. Is it mandatory to select User License while creating permission
sets? If not, what is the significance of selecting a User License?
It is not mandatory to select a User License while creating a permission sets.
If users with one type of license will use this permission set, then choose the
same license that’s associate with them. If you are planning to assign this
permission set to multiple users with different licenses then, choose none.

141. Can we create a new profile without cloning an existing profiles?

No, we have to clone any one of the existing profiles to create a new profile.

142. Please explain the use of Grant Access Using Hierarchies?

In Sharing settings, OWD settings, we have a check box Grant Access Using
Hierarchies (for both standard and custom objects). If this check box is
checked then it will give automatic access to the user’s data to other users in
higher role of salesforce CRM Role Hierarchy. If this check box is not checked
then, only record owner and users granted access by OWD can gain the
access.

143. What is the batch size limit (increment size for batch) in Data
Loader?
Data Loader batch size limit is maximum of 200 per increment and if we
selected Use Bulk API then maximum value is 10,000.

144. What is the difference between Export and Export All in the context
of Data Loader?
Export enables user to export all the records for a particular object excluding
the records in the recycle bin or soft deleted records. Export All enables user
to export all the records for a particular object including the records in the
recycle bin or soft deleted records.

145. What is App in Salesforce?

An app is a group of tabs that work as a unit to provide functionality. Users
can switch between apps using the Force.com app drop-down menu at the
top-right corner of every page. You can customize existing apps to match the
way you work, or build new apps by grouping standard and custom tabs.
Navigation to create app in Sales force: Setup ->Build ->Create->App-> Click
on new and create your application according to your requirements.

146. What is object in Sales force?

Custom objects are database tables that allow you to store data specific to
your organization in salesforce.com. You can use custom objects to extend
salesforce.com functionality or to build new application functionality. Once you
have created a custom object, you can create a custom tab, custom related
lists, reports, and dashboards for users to interact with the custom object data.
You can also access custom object data through the Force.com API.
Navigation to create object in sales force: Setup->Build->Create->Object->
Click on new object and create object according to your requirement.

147. How many relationships included in SFDC & What are they? What is
a junction object?
We are having five types of relationships, they are Lookup Relationship
Master-Detail ,Hirearchy ,External and Many-to-Many Relationship.

Junction Object: A junction object is a term to describe an object that is

designed to have two different parent objects (generally with Master-Detail
relationships) which forms a many-to-many relationship. There is nothing
labeled “junction object” within Salesforce; it’s a definition applied to an object
based on its function in the data model.
148. What is a “Lookup Relationship”?
This type of relationship links two objects together, Up to 25 allowed for object
Parent is not a required field. No impact on a security and access. No impact
on deletion. Can be multiple layers deep. Lookup field is not required.

149. What is “Master-Detail Relationship”?

Master Detail relationship is the Parent child relationship. In which Master
represents Parent and detail represents Child. If Parent is deleted then Child
also gets deleted. Rollup summary fields can only be created on Master
records which will calculate the SUM, AVG, MIN of the Child records. Up to 2
allowed to object. Parent field on child is required. Access to parent
determines access to children. Deleting parent automatically deletes child. A
child of one master detail relationship cannot be the parent of another. Lookup
field on page layout is required.

150. What is a Queue?

151. What is a lookup relationship?

A lookup relationship allows you to relate records to each other, creating a
parent-child schema. Generally this is done between different object (such as
Accounts and Contacts), but it can be one one object (such as Parent
Accounts). Relationship fields allow for users to specify how records affect
each other and help with reporting.

152. What is a master-detail relationship?

Master-Detail relationships are similar to lookup relationships, but have a few
special features. First, Master-Detail allows for Roll-up Summary fields to be
created. This relationship type also affects security in that the Detail (or child)
record does not have a record owner. It inherits its visibility from the Master
(or parent) record. That can be very beneficial, or limiting, depending on your
use case.

153. What is a master-detail relationship?

154. What is a Roll-up Summary field?

A Roll-up Summary field is available on the master side of a Master-Detail
relationship. It allows administrators to aggregate data from related detail
records (count them, sum a numeric value on them, etc.) in real time. Ability to
have Roll-up Summary fields is the top reason why you’d consider a Master-
Detail relationship.

155. What are Validation Rules?

Validation Rules allow you to enforce specific business logic to help with your
org’s data integrity. You can specify conditions on an object that aren’t
allowed to exist. For example, you don’t want a user to mark an Opportunity
as Closed Won if they Account doesn’t have a Billing Address. You can add a
Validation Rule so that when a user tries it won’t update the Opportunity
record and displays an error message explaining what they need to do.

Q #1) What is Lightning in Salesforce?

Answer: Lightning is a collection of tools and technology for any form of Salesforce
platform. Lightning is inclusive of the following as shown in the below table:
Sl.
Name Description
No.

1. Lightning Experience It comprises of Lightning Experience, template-based communities as well as Salesforce
app. It is a set of user interfaces with optimization for speed.

2. Lightning It is a JavaScript framework that comes along with standard components and enables th
Component developers to create components which can be reused for standalone applications. Thes
Framework are built by customization of Lightning experience, template-based communities as well
mobile apps created with Salesforce1.

3. Lightning App It offers a fast, easy way of app building and customizations with the help of drag-and-dr
Builder and features. Customization of Lightning Experience is done by using Lightning App Builder fo
Community Builder Salesforce 1 mobile app. On the other hand community builder helps in customizations o
template-based communities.

4. Lightning Design LDS makes it possible to build apps matching the looks of the Salesforce 1 mobile app an
System (LDS) Lightning experience. It has modern UX best practices and style guides.

5. Lightning Exchange Start with development with a set of 70 + partner components as a section of AppExcha

1 Component This contains the mark up.

2 Controller This handles the events on the client side.

3 Helper The developer can write the common logic inside helper used by different controller
methods, avoiding any sort of repetition

4 Style This is about the style of the component.

5 Documentation This records the component’s use.

6 Renderer This contains the default rendering behaviour of a component.

7 SVG This icon in the Lightning App Builder gets displayed before the component.

8 Design It not only helps in component reusability but also controls which all attributes need
exposed for the tools like Lightning App Builder.

Q #5) How does Salesforce 1 Mobile app use Lightning components?

Answer: We first create a Lightning tab for the Lightning component and subsequently
include the tab in the navigation select list of Salesforce 1 mobile app and then the newly
created tab to it.
Q #6) Can a Lightning component be used that works with both interfaces – Mobile
and Desktop?
Answer: It is possible to use Lightning components, Salesforce 1 mobile app, custom
standalone apps directly in Lightning Experience as well as template-based communities.
Lightning components are used in the Visualforce page, for use in Salesforce Visualforce
communities as well as the classic environment.
Q #7) Does Lightning Component work with Visualforce?
Answer: Yes, it does work with Visualforce.
Q #8) Can Lightning be viewed as an MVC framework?
Answer: Not really. Lightning is a framework based on components.
Q #9) Which Lightning components parts are server-side and which ones are client-
side?
Answer: For the Lightning component, the client-side is the component page acting as a
JavaScript controller, on the contrary, the server-side acts as an Apex Controller.
Q #10) What are the differences between Lightning and Visualforce components?
Answer: Visualforce components are page-centric and work is mostly server-based.
Lightning components, on the other hand, are client-side centric which accounts for their
dynamic, mobile-friendly nature.
Q #11) How to add Aura components to your Visualforce page?
Answer: The developer can add the Aura components to the Visualforce page in the
following three ways:
 Use the <apex:includeLightning/> component and add the Lightning component
for the Visualforce JavaScript library used in your Visualforce page.
 Create a reference to a Lightning app for declaring component dependencies.
 Use the $Lightning.createComponent() to create the component for a page by
writing a JavaScript function
Q #12) Can we create one component for inheriting style/CSS from the parent or we
need to always define it in the Salesforce component?
Answer: Of course, we can do this. The styles can be inherited from parents and not
necessarily defined in the component.
Q #13) What is the purpose of using Aura: method Tag in Lightning?
Answer: The Aura: method tag can be used for defining a method for component API. So,
there is no need to fire and handle a component event, and it allows us to directly invoke
the method in the component’s controller on the client-side. It also helps to simplify the code
required for a parent component to call a method on a child component that forms a part of
the parent component.
Q #14) Is it possible to include a Lightning component into another?
Answer: Yes, it is possible.
Q #15) What are the limits to the number of components used in an application?
Answer: There are no limits on the usage number of the components used in an
application.
Q #16) What are Aura Components? Why we use Aura: Namespace in the code?
Answer: Aura components are the self-contained and reusable units of an app.
Components form the function units of Aura. Aura is the open-source technology that works
for Lightning components. The building blocks for the Aura: namespace helps to define the
components and applications.
Q #17) Are there any CSS (styles) provided by Salesforce.com for Supported
Lightning Components?
Answer: Yes, this is available in Salesforce Lightning Design System.
Q #18) Are Lightning components meant only for mobile apps?
Answer: With a responsive design in mind, Lightning components are meant to be mobile-
first. The components help to build responsive apps faster for desktops, tablets, and
mobile.
Q #19) Is it possible to include external JavaScript/CSS libraries in components?
Answer: Yes, multiple libraries can be used such as JavaScript/CSS libraries, jQuery,
Bootstrap, etc from a local, static resource.
Q #20) Is it possible to integrate lightning components with a framework such as
Angular?
Answer: It is possible to insert the third-party code within a Visualforce page. The same
Visualforce page is then put inside a Lightning component. Then the same Lightning
Component is used in another Lightning component that works for various environments.
Q #21) Do you create an App Bundle first to create a Lightning component?
Answer: Not really, however, the component bundle can be created first.
Q #22) Is it possible to deploy components in the production org?
Answer: Yes, deployment of components is possible in the production with any of
the following:
 Managed packages
 Force.com IDE
 Force.com
 Change sets
 Migration Tool
Q #23) How to create custom Lightning record pages in Salesforce with Lightning
Experience? Can you do the same for Salesforce mobile app?
Answer: Add, remove, or you can even reorder components on a record page for a custom
view of object’s records with the help of Lightning App Builder.
Yes, it is also possible to customize a record page and assign it to the Lightning apps. The
users can access a custom record page for the context of the app they are working on.

Q #24) Are there any options for Lightning Record Page Assignment?
Answer: It can be assigned in different ways, such as:
 Org default
 App Default (overrides the assignment at the org level)
 App Record Type Profile (overrides the assignment at the org and app level).
Q #25) How to create a custom Lightning Record Page?
Answer: We can create it with the following steps:
Setup->App Builder in Quick Find Box->Select Lightning App Builder-> New->Record
Page-> Name the page as <xxx>Select Opportunity->Choose Header, Sub header, Right
Sidebar template and Click Finish.
Please go through the link for further details on creating a custom Lightning Page.
Q #26) What are the types of Lightning Record Pages in Salesforce?
Answer: Here are the types enlisted below:
 App Page
 Home Page
 Record Page
Q #27) What are the attributes? What are the parameters required?
Answer: Attributes are the variables for storing values. The attribute is defined with a name,
type, default, description, and access. The <aura:attribute> tag is used that requires the
values of name and type attributes.
However, name and type are the only required parameters. This is shown below:
Q #28) Which interface to use if you want your component to be available for all
pages?
Answer: You can use the flexipage:availableForAllPageTypes interface.
Q #29) Which interface can be used to get the id of the record from the record Detail
page?
Answer: The force:hasRecordId interface can be used for getting rid of the record from
the record Detail page.
Q #30) Which interface should be used to override a standard action?
Answer: Here you can make use of the Lightning:actionOverride interface.
Q #31) Which interface is for using components in a quick action?
Answer: The interface used here is force:lightningQuickAction.
Q #32) Which interface to use a component in the record home page?
Answer: The interface used here is flexipage:availableForRecordHome.
Q #33) Which interface is used if you want a component to be used as a tab?
Answer: The interface used here is force:appHostable.
Q #34) Why Lightning:isUrlAddressable interface is used?
Answer: The lightning:isUrlAddressable interface is used when navigating to the
component and also when the component to be navigated implements this interface.
Q #35) How to find data changes using data handlers?
Answer: You can configure a component for invoking a change handler when the value of
the attributes in one of the many components changes.

Q #36) What are component events?

Answer: A component event is fired from the instance of a component. It can be handled
by the event that fired the event or by the component in the containment hierarchy,
receiving the event. There are capture and bubble phases for the propagation of component
events.
Q #37) What are application events?
Answer: An application event is fired from an instance of a component. It follows a publish-
subscribe model. The components that provide a handler for the event are notified. The
phases supported by the framework are capture, bubble, and default phase for the
propagation of application events. The capture and bubble phases have similarities with
DOM handling patterns.
Q #38) What are the phases in component events propagation?
Answer: The two phases are:
 Bubble phase
 Capture phase
Q #39) What is Lightning Out?
Answer: Lightning Out is a powerful and flexible feature that allows you to embed the
Lightning web components on any web page. While using this, you do not need to deal with
authentication or even configure a connected app, and this simplifies some of the details
when used with Visualforce.