Salesforce admin Interview FAQs

A Salesforce admin, short for Salesforce Administrator, is an individual responsible for the configuration, customization, and overall management of the Salesforce platform within an organization. They play a crucial role in ensuring that Salesforce is effectively utilized to meet the organization's specific needs and goals.

Salesforce admins have a deep understanding of the Salesforce platform and its various features and functionalities. They work closely with stakeholders, such as business users, sales teams, and management, to gather requirements and translate them into Salesforce solutions.

 Salesforce Admin Interview Questions and Answers:-

 

1. What is Salesforce and what is its significance in the CRM industry?

Salesforce is the customer company. We make cloud-based software anticipated to help businesses associate to their customers in a whole new way, so they can find more assets close more deals, and wow customers with amazing benefit .

Customer 360, our complete suite of products, unites your sales, service, commerce, marketing  and IT teams with a single, shared view of customer advice, so that your company can become a customer company, too.

 

2.Describe the difference between a profile and a role in Salesforce.

The difference between  Salesforce Roles and Salesforce Profiles are –

Profiles: 

Object and field-level entry may be created using profiles, such as broad acceptance, tab level acceptance, read & write  approval, and so on.

Role: 

We may offer record-level entry using roles, Role hierarchy, such as organization-wide defaults, manual sharing and allocation rules. Simply put, record-level access is altered by responsibilities

3. Explain Salesforce Admin characteristics.

Salesforce Admins play a crucial role in the successful implementation and management of Salesforce within an organization. Here are some key characteristics that are often associated with Salesforce Admins:

 

1. Salesforce Expertise: 

A Salesforce Admin possesses a deep understanding of the Salesforce platform, its features, and its capabilities. 

2. Technical Proficiency: 

Salesforce Admins have a strong technical aptitude and are comfortable working with various tools and technologies associated with Salesforce, such as workflows, validation rules, process builders, data loaders, and reporting tools.

3. Problem-Solving Skills: 

Salesforce Admins are skilled problem solvers who can analyze business processes, identify pain points, and propose solutions within the Salesforce ecosystem. .

4. Business Acumen: 

Salesforce Admins understand the underlying business processes and goals of the organization. They work closely with stakeholders to gather requirements, translate them into Salesforce configurations, and ensure alignment between technology and business objectives.

5. Attention to Detail:

 Salesforce Admins pay close attention to detail, as they are responsible for configuring and managing data, user permissions, workflows, and other elements within Salesforce. 

6. Communication and Collaboration: 

Salesforce Admins often serve as a bridge between technical and non-technical stakeholders. 

7. Continuous Learning: 

Salesforce Admins understand the dynamic nature of the Salesforce platform and the evolving needs of their organization. 

8. Adaptability and Flexibility: 

Salesforce Admins are adaptable to change and can quickly respond to evolving business needs.

9. Passion for User Success: 

Salesforce Admins have a genuine interest in supporting and empowering users to maximize the benefits of Salesforce. 

 

4. Why do we use Tabs in Salesforce? Mention the types of Tabs .

Tabs in Salesforce are used to provide users with quick and easy access to different functionalities and objects within the Salesforce platform. They are visual elements displayed at the top of the user interface, allowing users to navigate between different pages and perform various actions.

There are three types of tabs:

 

• Custom tab
• Visualforce tab
• Web tab

 

5. What are the available portals in Salesforce?

 

 

Salesforce provides several portals that organizations can utilize to extend their CRM capabilities and provide enhanced experiences for various user groups. Here are the available portals in Salesforce:

Customer Community: 

Customer Community allows businesses to create self-service portals for their customers. 

Partner Community: 

Partner Community enables organizations to build portals for their partners, such as distributors, resellers, or suppliers. 

Employee Community: 

Employee Community, also known as Employee Community Cloud, allows companies to create portals for their employees. 

6. How to delete or freeze users in Salesforce.com?

In Salesforce, you have the option to either delete or freeze user accounts, depending on your requirements. Here's how you can perform these actions:

Deleting Users:

To delete a user, you need to have the "Manage Users" permission or be a System Administrator.

Navigate to the Salesforce Setup by clicking on the gear icon in the top-right corner and selecting "Setup."

In the Quick Find search box, type "Users" and select "Users" under the "Users" section.

Locate the user you want to delete from the list.

Click on the username to access the user detail page.

Scroll down to the Base of the page and click on the "Delete" button.

Confirm the deletion when prompted.

Freezing Users:

Freezing a user account temporarily disables the user and prevents them from logging in.

Freezing is useful when you want to restrict a user's access but retain their data and information.

To freeze a user, follow the steps above to access the user detail page.

Scroll down to the bottom of the page and click on the "Freeze" button.

Confirm the action when prompted.

Note: Freezing a user will not remove their data or associated records. It only restricts their access until they are unfrozen.

 

7. What are the default index fields?

In Salesforce, the default index fields are a set of standard fields that are automatically indexed for efficient searching and querying within the platform. These fields are indexed by default to improve performance and search capabilities. The default index fields in Salesforce include:

a. Name field

b. Record ID field

c. Email fields

d. Phone fields

e. External ID fields

 

f. System fields

 

8. What is Field Dependency ? 

Field Dependency, also known as Field Dependencies or Dependent Picklists, is a feature in Salesforce that allows you to create a relationship between two fields on an object, where the values available in the dependent field depend on the value selected in the controlling field. 

There are two other fields in Field dependency,

 

• Controlling Field
• Dependent field

 

9. Mention various types of sharing rules in Salesforce?

 

In Salesforce, sharing rules are used to extend access to records beyond what is provided by the organization-wide defaults and role hierarchy. They allow administrators to define additional criteria for sharing records with specific users or groups. There are several types of sharing rules available in Salesforce:

 

a. Account Sharing Rules

b. Contact Sharing Rules

c. Case Sharing Rules

d. Lead Sharing Rules

e. Opportunity Sharing Rules

f. Custom Object Sharing Rules

 

10. What are the different kinds of Reports in Salesforce?

 

 

 

 

In Salesforce, there are several types of reports available that cater to different reporting needs and data visualization requirements. The different kinds of reports in Salesforce include:

a. Tabular Reports: 

Tabular reports present data in a simple table format. They display records with selected fields and allow sorting, grouping, and filtering based on criteria. 

b. Summary Reports: 

Summary reports provide a summary view of data grouped by specified fields. They include subtotals and grand totals and allow grouping and filtering to analyze data at different levels.

c. Matrix Reports:

Matrix reports organize data in a grid format that allows for multi-dimensional analysis. They provide a summary of data grouped by both rows and columns, enabling users to analyze data across multiple dimensions. 

d. Joined Reports: 

Joined reports combine data from multiple report blocks, each representing a separate report. They allow you to create multiple views of related data in a single report. 

e. Cross-Summary Reports: 

Cross-Summary reports combine multiple summary reports into a single report. They allow you to display summarized data from various reports side by side for easy comparison and analysis. Cross-Summary reports are useful when you want to view and compare summarized data from different perspectives.

f. Chart Reports: 

Chart reports present data in visual chart formats, such as bar charts, pie charts, line charts, and more. 

g. Dashboard Reports:

Dashboard reports are used to create interactive dashboards that combine multiple reports, charts, and other components.

11. What is Salesforce Chatter?

Salesforce Chatter is a collaboration and social networking tool developed by Salesforce, a leading customer relationship management (CRM) platform provider. It is designed to enhance communication, collaboration, and information sharing within an organization.

Chatter incorporates various features commonly found in social media platforms, such as user profiles, newsfeeds, groups, and real-time updates. It allows employees, teams, and entire organizations to connect and interact with each other, fostering a more collaborative and engaged work environment.

12. What are the various workflow actions available in Salesforce?

 In Salesforce, workflows allow you to automate standard internal procedures and processes to save time across your organization. Workflow actions are the specific tasks that can be performed as part of a workflow rule. Here are some of the common workflow actions available in Salesforce:

1. Field Update: This action allows you to update a field on a record. You can specify new field values based on predefined criteria or formulas. Field updates can be used to automate data population or trigger subsequent actions.

2. Email Alert: With this action, you can send email notifications to users or contacts. You can customize the email template, subject, recipient(s), and additional settings. Email alerts are often used to notify users of specific events or updates.

3. Task Creation: This action creates a new task assigned to a user, queue, or role. You can specify the task subject, due date, priority, and other details. Tasks are commonly used to assign follow-up actions or reminders.

4. Outbound Message: This action sends a SOAP-based outbound message to an external system. It can be used to integrate Salesforce with external applications or services, triggering actions in external systems based on specified criteria.

13. What is Apex ? 

Apex is a proprietary programming language developed by Salesforce specifically for the Salesforce platform. It is a strongly-typed, object-oriented language that allows developers to extend the capabilities of Salesforce and build custom business logic.

Apex is a key component of the Salesforce platform, offering powerful customization and extensibility options for developers. It enables the creation of custom applications, automates complex business processes, integrates with external systems, and enhances the functionality of Salesforce for organizations.

14. Is Salesforce administrator a good job?

Increasingly, employers are looking for Salesforce professionals as they  baptize  themselves in the digital transformation process. Salesforce administration is an excellent career to seek since it is highly in demand. The main reason is that with a 19% share of the CRM market, Salesforce has become the world's leading Customer Relationship Management (CRM) platform. It's not only a highly  admired  and valued role in its own right, but it can also be a stepping stone into other career options within the ecosystem.

 

 

 

15. 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.

16. What is an Approval Process?

 

An Approval Process is for very specific automation use cases. Naturally, it’s used when something needs to be approved and tracks when and who approved or rejected something. It covers notifying approvers, locking the record from edits, conditional logic for who should approve, and varied approval models (for example, all approvers or any approvers.

17. What is Data Loader?

Salesforce Data Loader is a client application that allows you to import or export data in extent . One can insert, remove, update, or export Salesforce records with this tool. Data Loader reads, extracts, and loads data from comma-removed values (CSV) files or a database connection for importing data. It creates CSV files for  smuggle data.

18. When do we use Data Loader?

We use Data Loader when:

We need to load more than 50,000 to less than 5,000,000 records

We need to load into an object that is not yet supported by web-based importing

We want to be able to save multiple  aligning files for future use

We want to dump our data for backup purposes

We want to prevent  equal by uploading the records

19. What are the Data management tools in Salesforce?

There are two data management tools available in Salesforce which are:

Data Import Wizard

Data Loader

20. Define SaaS.

In Software as a Service (SaaS), the cloud service provides software that we need to Flourish an application, saving us from purchasing it. SaaS supports web services and service-oriented Building .

Top SaaS providers are:

. Abiquo

. AccelOps

. Akamai

. AppDynamics

. Apprenda

21. Define PaaS.

In Platform as a Service (PaaS), the cloud service provides an operating system (OS),  storage, hardware and network services Over  the cloud, but we have to pay to the service providers based on our  contribution, like the rental services.

Top PaaS providers are:

. AWS Elastic Beanstalk

. AppScale

. Appistry (Cloud)

. CA Technologies

. Engine Yard

22. Define IaaS.

In Infrastructure as a Service (IaaS), the cloud service provides the base, such as servers, hosting service, and cache.

Top IaaS providers are:

AWS

AT&T

CA Technologies

Cloudscaling

Bluelock

Eucalyptus

23. What are the different Salesforce editions?

Salesforce Essentials: 

This edition is designed for small businesses and includes basic CRM functionalities such as contact and opportunity management, email integration, and case management.

Salesforce Professional Edition:

 This edition offers more advanced CRM capabilities, including customization, workflow automation, and reporting. It also provides access to the Salesforce AppExchange, which allows users to extend the platform's functionality with third-party apps.

Salesforce Enterprise Edition: 

This edition provides a comprehensive set of features for larger organizations. It includes advanced customization options, integration capabilities, and additional automation tools. Enterprise Edition also offers more extensive reporting and analytics functionalities.

Salesforce Unlimited Edition:

 This edition offers the most comprehensive set of features and functionality. It includes all the capabilities of Enterprise Edition, along with additional features such as unlimited custom applications, advanced support, and access to additional services.

 

In addition to these core editions, Salesforce also offers specialized editions for specific industries, such as Salesforce Health Cloud for healthcare organizations and Salesforce Financial Services Cloud for financial institutions. These industry-specific editions come with pre-built features and functionality tailored to the needs of those industries.

It's worth noting that Salesforce regularly updates its offerings and may introduce new editions or modify existing ones. For the most up-to-date information, I recommend visiting the Salesforce website or contacting Salesforce directly.

24. What is meant by TAB in Salesforce?

In Salesforce, the term "TAB" refers to a visual representation of an object's data and functionality within the user interface. Tabs are used to organize and display different objects and their associated records in the Salesforce platform.

Each object in Salesforce, such as Accounts, Contacts, Opportunities, or Custom Objects, typically has its own tab. When you click on a tab, it opens a page that displays a list view of records for that object. You can then navigate within the tab to view, create, edit, and delete records.

Tabs can be customized and rearranged to suit the needs of individual users or an organization. Administrators have the flexibility to control which tabs are visible to different users and can also create custom tabs to provide access to custom objects or specific functionalities.

Tabs are an essential part of the Salesforce user interface, enabling users to interact with the data stored in the system and perform various actions related to specific objects.

25. What is a custom metadata type?

In Salesforce, a Custom Metadata Type is a customizable and deployable framework that allows you to create and manage custom metadata records. It is similar to a custom object, but it is specifically designed to store metadata rather than data.

Custom metadata types provide a way to define and store metadata that can be used to configure and customize your Salesforce application. They are typically used to store settings, configurations, or data that need to be easily customizable and maintainable across different environments or orgs.

26. What is the difference between managed and unmanaged packages?

1. Unmanaged Packages:

Unmanaged packages are typically used for ad-hoc development, customization, and sharing of components within or between Salesforce orgs.

They allow you to package and distribute metadata components like custom objects, fields, workflows, classes, pages, etc.

Unmanaged packages are easy to create and modify, as they allow direct editing and customization of the components within the package in the destination org.

They do not enforce version control, meaning components in the package can be modified or deleted in the destination org after installation.

Upgrades to components in an unmanaged package need to be manually applied in the destination org.

2. Managed Packages:

Managed packages are typically used for distributing and commercializing applications on the Salesforce AppExchange or deploying in customer orgs.

They allow you to package and distribute metadata components, similar to unmanaged packages.

Managed packages provide stricter version control and encapsulation of components. Once components are included in a managed package, they cannot be directly modified or deleted in the destination org.

Upgrades to components in a managed package are controlled by the package creator. Developers can release new versions of the package with upgrades, and users can choose to upgrade to the latest version.

 

Managed packages offer more advanced features like license management, namespace protection, and the ability to provide upgradable components and protected intellectual property.