Top 40 Salesforce Admin Interview Questions and Answers -
1. What do you know about Salesforce?
Ans- a. Salesforce is a Cloud-based CRM Software.[ Customer Relationship Management ]
b. Salesforce Supports many features like - Generating New Deals, Acquiring New Leads, Increasing Sales, and Closing deals.
c. Salesforce is designed to manage the Organization's data.
2. Expand CRM and explain. [ Customer Relationship Management ]
Ans- CRM is a tool that allows us to manage all customer information in one place and also we can track existing and new customer's information.
Benefits of Using CRM Application -
a. Improve customer relations
b. Increase customer revenue
c. Better internal communication
d. Improve customer service
CRM initiatives as below:
a. Customer acquisition
b. Customer retention
c. Customer churn
d. Customer win-back
3. Distinguish between Salesforce.com and Force.com.
Ans- Salesforce.com is used to create CRM-based applications and Force.com is used to customize a data model and a user interface.
4. What are the available portals in Salesforce?
Ans- a. Customer portal
b. Partner portal
c. Self-service portal
5. Why do we use Tabs in Salesforce? Mention the types of Tabs.
Ans- Tabs Provides a set of Graphical User Interfaces and by using Tabs we can Insert, Update, Delete, View, and Undelete the records inside the Object.
For each object, salesforce provides separate tabs. and object can have only one Tab.
Types of Tabs-
a. Custom Object Tabs
b. Web Tabs
c. Visualforce Tabs
d. Lightning Page Tabs
6. What is Profile? Mention the types of Profiles available in Salesforce?
Ans- a. Profile is used to assign Object Level and Field Level Security to the Set of Users.
b. Profile Decides What Operations the User Can Perform
c. Profile is a Mandatory Field when creating the user.
d. Each user has only one Profile.
e. Profile Can be assigned to one or more users.
f. Profile has 4 types of access- Create, Read, Edit, Delete
Types of Profile-
a. Standard Profile
b. Custom Profile
7. What is the difference between profile and role?
Ans- Profile is used to assign Object Level and Field Level Security to the Set of User and Role is used to control the data to Record of Salesforce Object. Profile is Mandatory to every User and Role is not Mandatory to users.
8. How to delete or freeze users in Salesforce?
Ans- In Salesforce we can not Delete the Users but we can Deactivate or Freeze the User.
To Freeze the User, go to- Setup > Manage Users > Users
9. Mention the ways to store files, documents, and images on Salesforce?
Ans- Attachments, Documents, Google Drive, Libraries, Chatter Files
10. What are the default index fields?
Ans- Salesforce’s default indexed fields are:
a. Primary Keys: Name, ID, owner fields
b. Foreign Keys: lookup and master-detail relationship fields
c. Audit Dates: LastModifiesDate
d. Custom Fields
11. How to set the Login Hours and Login IP ranges for the users in Salesforce?
Ans-
Login Hours: If Login Hours are restricted login before or after login hours.
Setup > Administration setup > Manage users > Profiles
Login IP: It helps restrict the login attempt from unauthorized users.
Setup > Administration setup > Manage users > Profiles
12. Mention various types of sharing rules in Salesforce?
Ans - a. Account sharing Rule
b. Case Sharing Rule
c. Contact Sharing Rule
d. Custom Object sharing Rule
e. Lead Sharing Rule
f. Opportunity sharing Rule
13. What are the different kinds of Reports in Salesforce?
Ans- a. Tabular Report
b. Summary Report
c. Matrix Report
d. Joined Report
14. What are the different kinds of Dashboards in Salesforce?
Ans- a. Line Chart
b. Vertical Bar Chart
c. Horizontal Bar Chart
d. Donut
e. Pie
f. Funnel
15. Mention the ways to share a record?
Ans- a. Role Hierarchy.
b. Organization-Wide Defaults.
c. Manual Sharing.
d. Criteria-Based Sharing Rules.
e. Apex Sharing
16. What is Bucket Field in Reports?
Ans- Bucket Field allows you to Group, Filter, or Rearrange the Records without using the Formula.
17. What are the various types of relationships available in Salesforce?
Ans- a. Self-relationship
b. Lookup
c. Indirect lookup
d. External lookup
e. Many-to-many
f. Hierarchical
g. Master-detail relationship
18. Mention some CRM providers.
Ans- Oracle CRM, Microsoft Dynamics CRM, Salesforce CRM, SAP CRM, NetSuite CRM, Sage CRM, SugarCRM
19. What are the Data management tools in Salesforce?
Ans- a. Data Import Wizard
b. Data Loader
20. What is the difference between managed and unmanaged packages?
Ans- Managed Packages are used to distribute Shell applications to customers and Unmanaged Packages are used to distribute Open-Source Projects.
21. What is OWD and Do you know how many accesses are available in OWD?
Ans- OWD provides a baseline level of access to all users. OWD is used to grant the Record level access to users inside the organization.
OWD accesses - Private, Public Read-only, Public Read/Write, Public Read/write/Transfer, Public FullAccess, View Only, No Access
22. What is meant by an App in Salesforce? And what are the types of Apps?
Ans- The App is a logical container that holds various information like company name, company logo, and business operations.
If you want to create the app in Salesforce, follow the steps -
Setup > Build > Create > App > Click 'New'
Types of Apps -
a. Custom App
b. Console App
23. What is meant by Custom Setting and Custom Metadata?
Ans-
Custom Setting - Custom Setting enables you to create custom sets of data for profiles, users, and organizations.
Types of Custom Setting-
a. List Custom Setting
b. Hierarchy Custom Setting
Custom Metadata - Custom Metadata is Customizable, Deployable, Packagable, and Upgradable.
24. What are the Objects we use in the Sales cloud and service cloud?
Ans- a. Standard Object
b. Custom Object
c. External Object
25. What is the Difference between Static Dashboard and Dynamic Dashboard?
Ans - Static Dashboard -
a. Static Dashboard is Default Dashboard and this Dashboard is visible to any user.
b. Static Dashboard Shows Organizational Data.
c. Static Dashboard Automatically Refresh its Data.
Dynamic Dashboard -
a. Dynamic Dashboard Shows data for Specific users.
b. Dynamic Dashboard Can not Automatically Refresh its Data.
26. What Cause Data Loss in Salesforce?
Ans- a. Human Error
b. Deletion of Data
c. Data Sync Error [ Two Developer work on the Same object ]
d. Changing Date and Time
27. What are Salesforce Subsidiaries?
Ans - a. Tableau
b. Pardot
c. Heroku
d. Mulesoft
e. Demandware Inc
f. SalesforceIQ
28. What are Salesforce Standard Fields?
Ans - a. Name
b. Last Modified By
c. Created By
d. Owner
29. What are Default Filters in Salesforce?
Ans- 'Date' Filters are the Default Filters in Salesforce.
30. What are the issues you Faced on Joined Reports?
Ans- We can not Export the Joined Reports.
31. How many records can be shown in matrix, tabular, and summary reports?
Ans- up to 2k records
32. How many Master-Detail relationship fields can be created in the object?
Ans- maximum 2
33. How many Lookup relationship fields can be created in the object?
Ans- maximum 40
34. How many Roll-Up summary fields can be created in the object?
Ans- up to 40
35. What is the Fiscal Year?
Ans- Fiscal Year is the Starting and Ending date of the company's financial year.
Types of Fiscal Year -
a. Standard Fiscal Year
b. Custom Fiscal Year
36. What are the Custom Fields in Salesforce?
Ans- Picklist, Currency, Date, Text, Email, Phone, Number, Text Area, Geolocation, Lookup relationship, Master-Detail relationship
37. What is Sandbox Org?
Ans - Sandbox is a copy of the Production environment, used for testing and development.
Types of Sandbox -
a. Developer Sandbox
b. Developer Pro Sandbox
c. Partial Data Sandbox
d. Full Sandbox
38. What is Audit Trail?
Ans- Audit Trail helps to track the recent setup changes made by the admin.
Audit Trail shows the information on changes in salesforce in the last 6 months including-
a. Date & Time the changes were made.
b. Last user who made changes.
c. What changes have they made?
39. What is an External ID and which field data types can be used as external IDs?
Ans - External ID is a Unique Identifier in a record.
External ID is used in importing records.
External ID fields are - Text, Number, Email, and Auto-Number.
40. What is the difference between Lookup and Mater-Detail Relationship?
Ans-
Lookup Relationship -
a. Lookup field is not a required field.
b. When you delete the parent record then the child record is not deleted.
c. We can have a maximum of 40 Lookup relationships.
d. Re-parent option is available.
e. Rollup Summary field can not be applicable.
Mater-Detail Relationship -
a. Lookup field is required field.
b. When you delete the parent record then the child record is also deleted.
c. We can have a maximum 2 Mater-Detail relationship
d. Re-parent option is not available.
e. Rollup Summary field applicable.
