Salesforce Platform App Builder Interview Questions

Interview preparation is just as crucial as exam preparation. As a result, preparing for an interview necessitates far more practice and confidence than studying for any other exam. You must make the finest first impression possible. So, in order to aid our applicants in their interview preparation, we have done our best to provide you with the greatest and most expert-revised interview questions. Candidates should do their homework about the firm, job positions, and responsibilities, and most importantly, appear confident when responding to questions. Furthermore, we have covered all levels of questions from basic to intermediate to advanced. Therefore, we highly recommend the aspirants prepare with the best and achieve the best. But first, you should be familiar with the basics of what the Salesforce Platform App Builder exam is all about.

The Salesforce Platform App Builder test is for developers who have worked with the Lightning Platform to create custom applications. Data models, application security, business logic, and process automation are among the skills that the candidate may design, maintain, and update. The following are some of the abilities and knowledge that the candidate should possess:

• Familiarity with the capabilities of the Lightning Platform
• Awareness of Salesforce license types and related considerations
• Ability to design applications to support business processes and reporting requirements
• Familiarity with capabilities and customization used to enhance the mobile user experience
• Familiarity with the Salesforce development environments and the options available to deploy applications and manage changes on the Lightning Platform
• Comprehension of the resources listed in this exam guide and the additional required study materials provided by Salesforce

Now, let’s begin with the Salesforce Platform App Builder Interview Questions.

Can you describe your experience with the Salesforce platform, including building custom applications and working with custom objects and fields?

How do you approach data modeling in Salesforce, including creating custom objects, fields, and relationships?

Can you discuss your experience with Apex, the Salesforce programming language, including creating custom triggers and classes?

How do you use Visualforce, the Salesforce HTML-like markup language, to build custom pages and components for Salesforce applications?

Visualforce is a framework for building custom user interfaces on the Salesforce platform. To use Visualforce, a developer needs to write code using Visualforce markup language, similar to HTML, and then deploy that code to Salesforce. With Visualforce, you can build custom pages and components such as forms, charts, and tables. The framework provides a wide range of tags and attributes that allow you to define the appearance, behavior, and functionality of your components. To use Visualforce, a good understanding of HTML and CSS is recommended, as well as experience with web development in general. Additionally, it’s important to have knowledge of Salesforce data structures and the APIs available for accessing that data.

Can you describe how you use Salesforce’s declarative features, such as workflows, process builders, and validation rules, to automate business processes?

I have extensive experience using Salesforce’s declarative features to automate business processes. I have used workflows, process builders, and validation rules to streamline and standardize business processes, reduce manual errors, and improve efficiency.

Workflows are one of my go-to tools for automating simple approval processes and sending out notifications. I have used them to automate tasks such as sending out approval requests, updating records, and sending email alerts.

Process builders are more powerful and flexible than workflows, and I have used them to automate more complex business processes. I have used them to handle various use cases, including updating multiple records, creating new records, and invoking Apex classes.

Validation rules are an important tool for ensuring data quality and integrity. I have used them to enforce business rules and prevent users from saving invalid data. For example, I have used validation rules to ensure that required fields are filled out, that dates are entered in the correct format, and that numbers meet certain criteria.

Overall, I have a strong understanding of Salesforce’s declarative features and have successfully used them to automate business processes and improve efficiency for my clients.

How do you use the Salesforce Lightning platform to build custom user interfaces and improve user experience?

I have experience using the Salesforce Lightning platform to build custom user interfaces and improve the user experience. I have used Lightning components, including custom components and pre-built components, to build user-friendly interfaces that meet the specific needs of my clients.

I have a good understanding of the Salesforce Lightning Design System (SLDS) and have used it to style and brand custom Lightning components. I have also used Lightning events to create interactive and dynamic user interfaces.

In my projects, I have leveraged Lightning App Builder to create custom pages and layouts for specific user roles, making it easier for users to access the information and functionality they need. I have also utilized the Lightning Process Builder to automate and streamline business processes.

I have experience using Lightning Experience, the Salesforce interface built on the Lightning platform, to provide a modern and intuitive user experience for my clients. I have also worked with the Salesforce Mobile app, allowing users to access critical information and perform key tasks on-the-go.

Overall, I have a strong understanding of the Salesforce Lightning platform and have successfully used it to build custom user interfaces and improve the user experience for my clients.

Can you discuss your experience with integrating Salesforce with other systems, such as web services and APIs?

I have experience integrating Salesforce with other systems using web services and APIs. I have used REST and SOAP APIs to retrieve and manipulate data in Salesforce, as well as to integrate Salesforce with external systems.

I follow best practices for API integration, including using OAuth for secure authentication, utilizing batch processing to efficiently manage large amounts of data, and implementing error handling to address any issues that may arise.

I have also utilized the Salesforce Connect feature to integrate Salesforce with external data sources, such as databases and cloud services, allowing for real-time access to external data directly within Salesforce.

In my projects, I have also used middleware platforms, such as MuleSoft, to handle the integration between Salesforce and other systems. I have experience designing and building integration flows, including mapping data between systems, transforming data, and implementing error handling and exception handling.

Overall, I have a strong understanding of web services and API integration, and have successfully integrated Salesforce with a variety of systems to streamline processes and improve efficiency.

How do you approach testing and debugging custom code in Salesforce, including using the Salesforce Developer Console and debugging logs?

When testing and debugging custom code in Salesforce, I utilize a combination of the Salesforce Developer Console and debugging logs. I start by testing my code in a sandbox environment to avoid any adverse effects on live production data.

In the Salesforce Developer Console, I use the debug log to trace the execution of my code, identify any errors, and view system log messages. I can set log levels and filter logs to only display logs related to specific user or Apex class.

I also make use of system.debug statements in my code to log specific values and control the output of the debug logs. This helps me to isolate and identify issues quickly, as well as validate that my code is executing as expected.

When encountering an error, I use the debug log to understand the root cause of the issue, identify any line of code causing the issue and then implement a solution. I also make use of try-catch blocks to handle exceptions and log error messages to help diagnose issues.

Overall, my approach to testing and debugging custom code in Salesforce involves utilizing the available tools and resources, such as the Salesforce Developer Console and debugging logs, to identify and resolve issues efficiently and effectively.

Can you discuss your experience with security and access control in Salesforce, including user profiles, permissions, and sharing rules?

My experience with security and access control in Salesforce includes managing user profiles, permissions, and sharing rules. I have experience setting up profiles to restrict access to sensitive information, creating permission sets to grant additional access to users for specific functions, and creating sharing rules to control data visibility for different record types.

For example, I have created custom profiles for different user groups such as sales, support, and management to control access to certain objects, fields, and records. I have also set up permission sets to provide access to certain functionalities, such as access to reports or the ability to edit certain fields. In addition, I have used sharing rules to control the visibility of records based on criteria such as the record owner or the record type.

Overall, my experience with security and access control in Salesforce has allowed me to ensure that only authorized users have access to sensitive information, while still providing the necessary access to users to perform their jobs effectively.

Can you provide an example of a complex project you have built on the Salesforce platform, including your role and responsibilities, the features and components you used, and the results and impact of the project?

Project: Automated Lead Management System

Role: Lead Developer

Responsibilities:

• Worked with stakeholders to understand their business requirements
• Designed and implemented custom objects, fields, and relationships to store and manage leads
• Created a custom lead scoring system using Apex and Visualforce
• Built a custom approval process using workflows and process builders to route leads to the appropriate salesperson based on lead score
• Implemented data integration with the company’s marketing automation system using the Salesforce API
• Conducted testing and debugging to ensure the solution was functioning as intended

Features and components used:

• Apex
• Visualforce
• Custom objects
• Workflows
• Process builders
• API Integration

Results and impact:

• The automated lead management system helped the sales team to prioritize their leads, leading to a 20% increase in conversion rates
• The approval process streamlined the lead distribution process, reducing the average time to assign a lead from 24 hours to 2 hours
• The data integration with the marketing automation system allowed for a more holistic view of the lead journey, leading to more effective marketing campaigns.

1. How many relationships can a custom object have?

There can be up to two master-detail relationships and multiple lookup relationships for each custom item. Furthermore, each relationship has the greatest number of custom fields possible.

2. Can we convert master-detail relationship to a lookup relationship?

Yes, you can convert a master-detail relationship to a lookup relationship as long as no roll-up summary fields exist on the master object.

3. Can we convert lookup relationship to a master-detail relationship?

If the lookup field in all of the entries has a value, you can transform a lookup relationship to a master-detail relationship. However, if the organization-wide default of the child object access level in the relationship is Controlled by Parent, a lookup connection cannot be transformed to a master-detail relationship.

4. What are Self-Relationships?

A relationship that can be created from an object to itself, but it must be a lookup relationship, and a single record can’t be linked to itself. However, a record can indirectly relate to itself.

5. Can we create many-to-many self-relationship?

No, you cannot create a many-to-many self-relationship, that is, the two master-detail relationships on the junction object can’t have the same master object.

6. What are Master-detail relationships?

The master record is tightly linked to the detail and subdetail records, allowing the master record to govern specific behaviours of the detail and subdetail records. For example, you can create a master-detail relationship between two objects, such as Account—Expense Report, and extend it to subdetail records, such as Account—Expense Report—Expense Line Item.

7. Define Many-to-Many relationships?

Each record of one object can be linked to many records of another object and vice versa using a many-to-many relationship. Furthermore, master-detail relationships can be used to represent many-to-many relationships between any two objects.

8. What are Look-up relationships?

Lookup relationships are similar to master-detail relationships, except they don’t support sharing or roll-up summary fields. The main objective of Look-up relationships is to link two objects together.

9. Explain External lookup relationships?

An external lookup relationship links a child standard, custom, or external object to a parent external object. When you create an external lookup relationship field, the standard External ID field on the parent external object is matched against the values of the child’s external lookup relationship field. Moreover, external object field values come from an external data source.

10. What do you understand by Indirect lookup relationships?

A child’s external object is linked to a parent standard or custom object via an indirect lookup relationship. Furthermore, you must specify the parent object field and the child object field when creating an indirect lookup connection field on an external object in order to match and associate entries in the relationship.

11. Give some limitations of Lookup, external lookup, and indirect lookup relationships?

• Only lookup, external lookup, and indirect lookup relationships are available for external objects. No other relationship types are supported.
• Depending on the availability of the external system, related lists of child external objects can load slowly when users view the parent record detail pages.
• Cascade-delete isn’t available for external object relationships.
• Lookup search isn’t available for external lookup relationship fields.
• Lookup filters are not available for external lookup relationship fields.

12. What is the impact of Lookup of Relationships on Reports?

Lookup relationships allow data from the two related objects to join in one report.

13. What impact does Master-detail Relationships have on Reports?

Data from three objects can be combined into one report using master-detail relationships: the master object, the detail object, and one other lookup object. Furthermore, if the detail object has many lookup relationships, each lookup gets its own report type.

14. What impact does Many-to-many Relationships have on Reports?

Many-to-many relationships provide two standard report types that join the master objects and the junction object. The report types are:

• Firstly, the Primary master with junction object and secondary master in the primary master object’s report category.
• Secondly, the Secondary master with junction object and primary master in the secondary master object’s report category.

15. List some conditions that can lead to data loss?

Changing to or from type Date or Date/Time, Number from any other type, Percent, currency, checkbox, auto number, and text to picklist can lead to data loss.

16. List some tools used to import data?

• Data import wizard
• Data Loader
• dataloader.io

17. What is a Roll-Up Summary Field?

A roll-up summary field calculates values from related records, such as those in a related list. You can use a roll-up summary field in a master record to display a value depending on the values of fields in a detail record. A master-detail link must also exist between the detail record and the master.

18. Where can we Create roll-up summary fields?

• Firstly, any custom object that is on the master side of a master-detail relationship
• Secondly, any standard object that is on the master side of a master-detail relationship with a custom object
• Thirdly, opportunities using the values of opportunity products related to the opportunity
• Fourthly, accounts using the values of related opportunities
• Lastly, campaigns using campaign member status or the values of campaign member custom fields

19. What is the use of Validation rules?

Before a user can save a record, validation rules ensure that the data they enter fulfills the requirements you establish. A validation rule also includes a formula or expression that analyses data in one or more fields and returns a True or False response.

20. What is Sandbox?

Sandboxes are specially configured sandboxes used by a single developer to code and test. A single sandbox can be accessed by multiple users, but its primary purpose is to offer an environment in which changes in ongoing development can be segregated until they’re ready to be shared.

21. What are the different types of Sandbox?

• Developer Sandbox
• Partial Copy Sandbox
• Developer Pro Sandbox
• Full Sandbox

22. Define Developer sandbox?

Developer sandboxes are special configuration sandboxes intended for coding and testing by a single developer. Multiple users can log into a single Developer sandbox, but their primary purpose is to provide an environment in which changes under active development can be isolated until they’re ready to be shared.

23. What is Developer Pro Sandbox?

Developer Pro sandboxes copy all production organization’s reports, dashboards, price books, products, apps, and customizations under Setup, but exclude all of your organization’s standard and custom object records, documents, and attachments.

24. Define Partial copy sandbox?

A Partial Data sandbox is a Developer sandbox that includes the Setup reports, dashboards, price books, goods, apps, and customizations. Moreover, partial Data sandboxes include all of your organization’s metadata and add a selected amount of your production organization’s data that you define using a sandbox template.

25. What is a Full sandbox?

Full sandboxes copy the entire production organization and all its data, including standard and custom object records, documents, and attachments. Moreover, Sandbox templates allow you to pick specific objects and data to copy to your sandbox, so you can control the size and content of each sandbox.

26. What is the use of Permission Sets and Profile Settings in Change Sets?

Developers can use permission sets or profile settings to specify permissions and other access settings in a changeset while deciding whether to use permission sets, profile settings or a combination of both.

27. What is a package?

A package is a container for something as small as an individual component or as large as a set of related apps. Moreover, Packages come in two forms: unmanaged and managed.

28. What are unmanaged packages?

Unmanaged packages are commonly used to distribute open-source projects or application templates to give developers the basic building blocks they need to create an application.

29. What are managed packages?

Salesforce partners generally utilise managed packages to distribute and sell applications to customers. Furthermore, managed packages can be fully upgraded. To enable seamless upgrades, certain damaging changes, such as eliminating objects or fields, are not permitted.

30. Give some benefits of managed packages?

• Firstly, Intellectual property protection for Apex
• Secondly, Built-in versioning support for API accessible components
• Thirdly, The ability to branch and patch a previous version
• Fourthly, The ability to seamlessly push patch updates to subscribers
• Lastly, Unique naming of all components to ensure conflict-free installs

31. Define components?

A component, such as a custom object or a custom field, specifies an item. Components of a package can be combined to create powerful features or applications. Components in an unmanaged package cannot be upgraded. Furthermore, some components in a controlled package can be upgraded while others cannot.

32. What is an attribute?

An attribute is a field on a component, such as the name of an email template or the allow reports checkbox on a custom object. 

33. Who can edit attributes in non-upgradable and upgradable components?

Both the developer and the subscriber can update attributes on a non-upgradeable component in an unmanaged or managed package. Some properties on an upgradeable component in a managed package can be modified by the developer, while others are locked, meaning they can’t be edited by either the developer or the subscriber.

34. Expand CRM?

CRM stands for Customer Relationship Management.

35. What are the different kinds of reports?

There are three types of reports they are:

• Firstly, Tabular reports.
• Secondly, Summary reports.
• Lastly, Matrix reports

36. What is Trigger?

• The trigger is a piece of code that executes before or after a record is inserted and updated.
• One can trigger across the object and related to that object.
• Lastly, We can use 20 DML operations in one trigger.

37. In how many ways can we share a record? Name them?

Records can be shared in 5 types they are

• Firstly, Role Hierarchy.
• Secondly, Organization-Wide Defaults.
• Thirdly, Manual Sharing.
• Fourthly, Criteria Based Sharing Rules.
• Lastly, Apex Sharing.

38. What is the use of Metadata API?

Metadata API is used to deploy changes. You can retrieve, deploy, create, update, and delete customization information for your org, such as Experience Cloud sites, custom object definitions, and page layouts. Moreover, using Metadata API is ideal when the changes are complex or when you need a more rigorous change management process and an audit process (or version control system) to manage multiple workstreams.

39. How can you edit apex classes in a production environment?

You cannot edit apex classes directly in a production environment. Firstly, done in the sandbox, then deployed in production where a user can make the changes with the permission of an Author.

40. Define Login Event?

A single instance of a user logging into an organization. Login events are quite similar to login history in Salesforce. However, you can add HTTP header information to login events, which makes them extensible.