Salesforce Admin Interview questions

What is Salesforce?

Salesforce is the world’s #1 customer relationship management (CRM) platform. Salesforce provides cloud-based, CRM applications for sales, service, marketing, and more.

Salesforce Technologies is one of the leading and very hot Technology in IT industry.

What is Cloud computing?

Cloud computing is a general term for anything that involves delivering hosted services over the internet. These services are divided into three main categories or types of cloud computing: infrastructure as a service (IaaS), platform as a service (PaaS) and software as a service (SaaS).

What is CRM?

Customer relationship management (CRM) is a technology for managing all your company's relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

What are some CRM provider

Salesforce CRM.
Microsoft Dynamics CRM.
Oracle CRM.
SAP CRM.
Sage CRM.
NetSuite CRM.
Oracle CRM on Demand.
SugarCRM.

What are different types of cloud computing?

Infrastructure as a Service (IaaS)
Software as a Service (SaaS)
Platform as a Service (PaaS)

What is PaaS?

Platform as a Service (PaaS) is a complete cloud environment that includes everything developers need to build, run, and manage applications—from servers and operating systems to all the networking, storage, middleware, tools, and more.

What is SaaS?

Software-as-a-service, or SaaS for short, is a cloud-based method of providing software to users. SaaS users subscribe to an application rather than purchasing it once and installing it. Users can log into and use a SaaS application from any compatible device over the Internet.

What is IaaS?

Infrastructure as a Service (IaaS) is a business model that delivers IT infrastructure like compute, storage, and network resources on a pay-as-you-go basis over the internet. You can use IaaS to request and configure the resources you require to run your applications and IT systems.

What are different Salesforce Editions?

Essentials: Salesforce Essentials lets you see all of your customer information in one place. Sell smarter and faster with built-in intelligence, and provide personalized service to every customer.

Professional: The professional edition has been designed for businesses who demand a full-featured CRM functionality to manage their business. The businesses can conveniently administer their entire sales cycle with salesforce professional edition.

Enterprise: It gives you advanced customization and administration tools, in addition to all the functionality available in Professional Edition, that can support large-scale deployments. Enterprise Edition also includes access to Salesforce APIs, so you can easily integrate with back-office systems.

Unlimited: Unlimited. Maximizes your success and extends it across the entire enterprise through the Lightning Platform. It gives you new levels of platform flexibility for managing and sharing all your information on demand.

Developer: Developer. Provides access to the Lightning Platform and APIs. It lets developers extend Salesforce, integrate with other applications, and develop new tools and applications. Developer Edition also provides access to many of the features available in Enterprise Edition.

What is difference between Salesforce.com and Force.com?

Salesforce.com and fore.com are relatively same but they are different in their functionality. Salesforce.com is used to develop CRM functionality based application where force.com is used to customize our data model, business logic and User interface.

What is Database.com?

Database.com is a type of service provided by Salesforce.com to enhance the power of Salesforce.com CRM applications. Database.com provides “Data as a Service” to subscribers.

What is App in Salesforce?

An app is a collection of items that work together to serve a particular function. Salesforce apps come in two flavors: Classic and Lightning. Classic apps are created and managed in Salesforce Classic. Lightning apps are created and managed in Lightning Experience.

We can create new application and also customization for the existing apps in Salesforce.com. To create new app in sfdc go to Setup=>Build=>Create=>App.

Fields and Objects Salesforce Admin Interview questions

What is an object in Salesforce?

Salesforce Objects are database tables that allow you to store data specific to an organization. Salesforce objects are of two types: Standard Objects: Standard objects are the kind of objects that are provided by salesforce.com such as users, contracts, reports, dashboards, etc

To create custom fields go to Setup=>Build=>Create=>Object.

Different types of object in Salesforce.com?

Objects in Salesforce are classified into two categories - Salesforce Standard Objects and Salesforce Custom Objects. Certain Salesforce Developers also use a third type called Salesforce External Objects, which are the Salesforce objects helping users to map necessary data outside the business organization.

How many relationship types are in Salesforce?

Master-detail
Many-to-many
Lookup
External lookup
Indirect lookup
Hierarchical

What is Master-detail relationship?

A master-detail relationship defines the relationship between the parent and the child. The master table defines the parent relation and the detail defines the child relation. If the master table is deleted then the child record data is also deleted. The RUS(Roll-Up Summary) fields are also created on master records.

What is Many-to-many relationship?

A many-to-many relationship exists when one or more items in one table can have a relationship to one or more items in another table. For example: Your Order table contains orders placed by multiple customers (who are listed in the Customers table), and a customer may place more than one order.

What is External lookup?

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 childs external lookup relationship field.

What is Indirect lookup?

An indirect lookup relationship links a child external object to a parent standard or custom object. When one creates an indirect lookup relationship field on an external object, he/she specifies the parent object field and the child object field to match and associate records in the relationship

What is Hierarchical relationship?

A Hierarchical Relationship is a special type of relationship in Salesforce that is used to represent hierarchical data. Hierarchical data is data that has a parent-child relationship, where each record has a parent record except for the root record. A Hierarchical Relationship is a one-to-many relationship

What is a roll-up summary field?

A roll-up summary field is one that aggregates data from a child object to a parent object that shares a Master-Detail relationship. Roll-up summary fields can use the COUNT, SUM, MIN, and MAX functions.

Security-related Salesforce Admin Interview Questions

What are the different levels of data access in Salesforce?

Access levels are a way for organizations to control who has access to information or resources. They are also known as security labels, permissions, roles, rights, or privileges. Access levels are often used to determine whether someone should be able to view certain documents or perform certain tasks.

4 types of security in Salesforce

Organization Level Security. ...
Object Level Security. ...
Field Level Security. ...
Record-Level Security.

permissions

you can control the access your users have to objects with object permissions. Within objects, you can control the access users have to fields using field-level security.

What is Organization-wide defaults?

Salesforce Organization-Wide default or Organization-Wide sharing settings determine the default or baseline level of access for all records of an object. Organization-wide defaults can never grant users more access than they have through their object permissions.”

What is role hierarchy?

This role hierarchy in Salesforce defines the hierarchy of the users working in the organization. Role Hierarchies can be used to extend the record access automatically so that a Manager will always have access to the same data as his/her employees regardless of the org-wide default settings.

What are the difference between a Role and Profile?

Roles define the hierarchical structure within an organization and dictate record-level access.

On the other hand,

profiles govern the functional permissions that users possess within the Salesforce platform. It governs object-level access.

What are Sharing Rules?

Use sharing rules to extend sharing access to users in public groups, roles, or territories. Sharing rules give particular users greater access by making automatic exceptions to your org-wide sharing settings.

What is Manual sharing?

records are shared individually with other users by using the share button on the record. Sometimes it is not possible to define a consistent group of users who need access to a particular record that is where manual sharing comes in.

What is Profile?

Profiles define how users access objects and data, and what they can do within the application. When you create users, you assign a profile to each one. To view the profiles in your organization, from Setup, enter Profiles in the Quick Find box, then select Profiles. Work in the Enhanced Profile User Interface Page.

What are standard profiles?

Standard Profiles. If you exchange data with structural applications, it can be helpful to use standard elements as your steel profiled Columns or Beams. During the data exchange process, numerous structural engineering programs are able to recognize and identify such standard elements accurately and completely.

What is Permission Set?

Permission Sets or Object Level Security in Salesforce refers to the collection of different permissions and settings which are meant for the users/clients. It determines their scope of access to different tools, functions, services, and resources offered on the platform.

What is “View all” and “Modify all” permission?

The “View All” and “Modify All” permissions ignore sharing rules and settings, allowing administrators to grant access to records associated with a given object across the organization. “ View All” and “Modify All” can be better alternatives to the “View All Data” and “Modify All Data” permissions.

Is it possible to restrict permission for users using permission set?

No, Permission Set always extends the permission. It does not restrict permission to users.

If a user does not have access to a specific record type, will they be able to see the records that have that record type?

Users can view records of all record types so long as they have read access to the object and sharing (at least read) access to the record.

Report and Dashboard related Salesforce Admin Interview Questions

What are Salesforce Reports?

A Reports is a set of records displayed in the form of rows and columns.
Reports data can be filtered, grouped, and displayed graphically as a chart. Reports are stored in Folder – which controls who has access.

What are the different Report Formats?

Tabular Reports, Summary Reports, Matrix Reports, Joined Reports.

Tabular Reports : Fields in tabular reports are ordered in columns, with matching records listed in rows

Summary Reports: Summary reports are the periodic assembling of text, numbers, and other data, drawn from diverse sources to pre- sent a picture of some aspect of an organization's state.

Matrix Reports : A matrix report allows you to lay out the data in multiple dimensions. In simple terms, it's a summary report that can also be grouped by both rows and columns. This is the most complex type of report you can create in Salesforce, commonly used for comparing related totals.

Joined Reports : A joined report is a Salesforce report that allows you to show data that share a relationship with one or more objects.

What is Conditional Highlighting in Salesforce report?

Conditional Highlighting in Reports in Salesforce is used to highlight field values on summary or matrix reports based on ranges and colors you specify. To enable conditional highlighting, your report must contain at least one summary field or custom summary formula.

What is Bucket Field?

A Bucket Field is a feature in Salesforce reporting that allows users to quickly categorize values within a field without having to create a custom formula field on the object level.

Which field type does Bucketing field support?

It supports the field type of Picklist, Number, Text.

What are Dashboards?

Salesforce dashboards let you create a visual display of data from your Salesforce reports. Each dashboard is made up of what Salesforce calls components—different types of charts, graphs, and tables—that allow you to get a quick overview of key metrics for your business.

What are the different Dashboard Component?

Scatter Chart,
Line Chart,
Funnel Chart,
Vertical Bar Chart,
Donut Chart,
Horizontal Bar Chart,
Pie Chart,
Gauge,
Metric,
Table,
Visual force Pages.

How to Import Data in Salesforce?

Salesforce Import Wizard: The Salesforce Import Wizard was developed by Salesforce.com and is touted as a simple tool for accounts, contacts, leads, solutions, and custom objects. This is available free of cost and helps prevent duplicate data from being loaded. Its simple interface is also excellent for new users.
Apex Data Loader: Another free and easy-to-use tool that helps you to import your data into the Salesforce objects is the Apex Data Loader. Salesforce.com also developed this, and it is indeed a simple application. With this, you can import, export, and delete unlimited data and information in Salesforce. Currently only available for Enterprise Edition and above, and the app you download only works on Windows machines.
Force.com Excel Connector: This free option is great for those who love excel. This open-source tool works on Professional Editions and above. It’s great for loading small batches or moving data bi-directionally.
Jitterbit Data Loader for Salesforce: This free tool runs on both Mac and PC and allows Salesforce administrators to manage the import and export of data. It is compatible with all Salesforce group editions and above and supports multiple logins.
Dataloader io: The Databloader io has a clean and straightforward interface that makes it easy to import, export, and delete data in Salesforce, no matter what edition you use. This third-party tool allows you to schedule task and opportunity imports daily, weekly, or monthly.
Informatica Cloud Data Loader for Salesforce: This is another free data loading application that automates the import and export of Salesforce and Force.com data between databases. It works on Salesforce professional editions and above. Yes, this crucial tool can secure sensitive data with data masking.

How do I import Excel data into Salesforce?

Import Excel data into Salesforce by exporting the Excel sheet to a CSV format file (comma-separated values).

How do I import a CSV file into Salesforce?

Importing data from a CSV file into Salesforce is simple when following these steps:

Prepare your CSV file for an import or update:
- The delimiter for field values in a row must be a comma.
- You must include all required fields when you create a record.
- If you are updating a record, any fields not defined in the CSV file are ignored during the update.
Go over your object tab in your Salesforce instance and click on ‘Import’ to start the import.
Choose which object type you wish to import or update.
Choose whether you want to import new records, edit existing ones, or do both simultaneously.
Choose the CSV file you want to use for the import or update.
Map the fields in your CSV file with the fields in your Salesforce instance related to the object type. This step is usually done automatically if your field headers are similar to your field names in your Salesforce instance.
You are redirected to a detailed page where you can see the import status of the import, how many records have successfully been imported, and how many did not.

What are the benefits of using the data import wizard to import data into Salesforce?

Generally, the import wizard is a bit more intuitive and user-friendly. The Data Import Wizard makes it easy to import data for many standard Salesforce objects, including accounts, contacts, leads, solutions, campaign members, personal accounts, and custom objects. You can also mass upload data as leads in Salesforce. It can import up a large number of records, to 50,000 records at a time. It provides a simple interface to specify the configuration parameters, data sources, and field mappings that map the field names in your import file with the field names in Salesforce. You can also set your data into dashboards.

You can choose whether or not to trigger workflows with the import.

Match records based on name, email, or Salesforce ID to avoid importing duplicate records.

What permissions do I need to import records?

You need different permissions to import records with Data Loader and Data Import Wizard. Here, you can find a detailed list of the required permissions to import records.

How large can my import file be?

Your import file can be up to 100 MB, but other size limits apply.

How do I update fields with blank values?

To replace fields with null values, you must use Data Loader.

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