This list of salesforce admin interview questions and answers is here to help you get hired by technology companies to run their salesforce administration. Salesforce is an incredibly powerful CRM program being used by some of the top technology companies. It is usually the CRM of choice for companies exceeding $10 million in sales per year. Typically deployed when many sellers are participating in the company, the primary benefit of Salesforce is that it allows tracking, sharing, collaboration and synchronization of overall sales effort. Before Salesforce, a company with two sellers out in the wild attempting to close deals might end up actually contacting the same person on accident. If two sellers contact the same person, not only does it create conflict, but it simply isn't efficient. This is just one way that salesforce helps sales teams to become more efficient. With this expansive list of salesforce admin interview questions and answers, you should absolutely be able to formulate your own set of responses to the questions commonly asked by employers looking for a salesforce admin. Continued practice with these questions will help you to become more confident during the interview process. Feel free to print this page out to use as a study guide. Good luck on your future employment!
1. What is an interview?
An interview is a dialogue between two or more parties where questions and answers are exchanged between the interviewer and the interviewee. The answers given are a determining factor in whether the candidate involved is fit or qualified for a particular position they choose to apply for in an organization.
2. What are sales?
A sale is an act of selling goods, services or even a property with the aim of obtaining a positive monetary return. While sales are important, they are not the only factor in the overall success of an organization.>
3. What is a Salesforce admin?
A Salesforce administrator is usually a business leader that knows extensive information about how an institution or a company runs and has a job to ensure that all the departments involved are active and working effectively together, which is is fundamental to the management of a smooth and lean business. Interviews for Salesforce administrators involve questions which help to determine if the candidate is suitable for the position in a given company.
4. Define programmatic and declarative establishments.
Typically, there are only two ways to modify Salesforce in an institution
• Declarative modifications use the point and click functionality to easily configure and modify a sale force without revising the code.
5. Define an app in salesforce.
An application on Salesforce.com is a container holding business set functions, which include a name, a set of tabs, and the logo of the company.
6. Define Multitenancy Architecture.
A multitenancy architecture is a customized software application which attends to significant numbers of consumers, who are commonly referred to as “tenants.” The customized options include the color of the user's interface and the instructions of the business. Despite this, the customizing options of the tenant are unable to modify the code in the application.
7. What is metadata?
Metadata is a piece of information which effectively offers information about data in force. There are various types of metadata which have multiple customization options, including structural metadata, administrative metadata, descriptive metadata, reference metadata, and finally statistical metadata. The customization options include fields, pages, triggers, and objects, among more.
8. Clarify a company's information in the form of a setup menu.
A company’s information typically includes a user license, the features of the license, and the permission set licenses.
9. Explain how a user can be revised Administer Setup.
Typically, this page allows admins to create, view, and manage users in Salesforce.
10. Explain permission and profile sets.
A permission set usually is a collection of settings that allow select users to access a variety of different functions and tools. Although these permission sets can be found in profiles, most permission sets lengthen the functional option access without altering the nature of the user profile itself. A profile is just an assortment of settings with an added permission to interpret the responsibilities and given functions of a user. In this system, each user may own only one profile centered on their assigned job function, and only one profile can be delegated multiple users at a time.
11. What is controlled by a profile?
A profile has control of a variety of features, including custom apps, object permissions, field level security, page layouts, tabs, login, record types, and the profile can typically create, edit, read, view, delete, and customize all that the profile permissions give it access to.
12. What’s a view setup audit trail?
A setup audit trail is only found in the organizational level, which is significant in trailing recent setup changes that have been made by an administrator in the organization, especially in organizations operated by two or more administrators.
13. How can an audit trail be downloaded?
The procedure includes:
• Logging into the Salesforce security auditing server.
• Choosing the setup segment.
• Then selecting security logins and clicking.
• Selecting “view setup audit trail.”
• Then selecting “download” on the setup trial that has been operated in the last six months.
• Finally, select and copy the file downloaded into a section that QRadar can access using the Log File Protocol.
14. Explain login history.
Login history is convenient way to quickly display the records that a user has made over the past six months of logins. The user can access and view the IP Address, browser application, time, date, user, or any other information essential to the tracking, security optimization,and approvals processes.
15. Clarify sandboxes in the setup menu.
Typically, a sandbox is a copy related to production in the organization, which can be developed and presented in more than one print in distinctive environments. The process is done with differing intentions, which include testing, development, and the training of sandboxes. All of this can be done without tampering with the core date or application underscoring the organization’s production process. such as testing, development and also training sandboxes without changing or tampering with the data or the applications in the organization production.
16. Explain the various types of sandboxes.
Ideally, there are only four types of sandboxes, which vary based on the user’s needs, primarily storage, configuration, refresh rate, and frequency. These types include developer pro, full, partial, and developer.
17. Could you please explain each type of sandbox mentioned previously?
Developer pro’s main purpose is to test and develop within a remote environment. It can typically hold up to 1GB of data with a restoring interval of one day. The developer pro sandbox includes a production copy org configuration, which is commonly referred to as metadata. Developer pro is appropriate for an organization that anticipates more development and assurance errands, as well as one that needs more plus user training and integration testing.
• Partial sandboxes are copies to be practiced upon in testing environments. Testing often involves a production org copy, plus a user’s sample of org production data presented in a clear sandbox template. A partial model is recommended for organizations with quality assurance tasks, such as user integration testing, acceptance testing, and training. Partial copy also has a restore interval of five days and storage of 5GB.
• Full sandbox: this sandbox is used in environmental testing, and it’s only in full sandboxes that performance testing, staging, and load testing is possible.A full sandbox is a photocopy of a user's org production, which includes information relating to attachments, objects record, and the metadata. Full sandboxes can restore data in 29 days.
• Developer sandbox: this sandbox is meant for environmental testing, and it is made up of a replica of the user’s org’s production configuration. The restoring interval is one day and can store a maximum of 200MB of data.
18. What are the URL to login to Sandbox and production?
19. Clarify the schema builder setup menu.
Schema builder is a tool used in saleforce.com to customize and view objects, and it can define and revise the relations between graphical interface and object.
20. Define cloud computing.
Cloud computing is an improving field in the IT industry. It assists in the deployment, development, distribution processes for businesses.Using cloud computing, services that typically are delivered through the internet are more effectively used by the real-time user.
21. Clarify and define a CRM.
CRM is an acronym short for Customer Relationship Management. Typically, it's an application that automates the marketing and sales functions using the CRM software. Organizations using CRM have campaigns for increasing their profits and revenues. Raising revenue is an essential business process heavily assisted by CRM technology.
22. What software is included in CRM?
There are several pieces of important software included in CRM software, which maintains a stellar reputation among companies in the modern business sector. These softwares include:
• Oracle CRM
• SAP CRM
• Microsoft Dynamics
• Sugar CRM
• Oracle Sales Cloud, also referred to as Fusion CRM
23. State the advantages of using Cloud Computing.
• Cloud computing is recommended by various organization due the effective processing power, the unlimited rise in broadband speeds, and the consistency of the its efficiency.
• Creating a centralized server is also advisable in cloud computing services, as it decreases costs significantly by reducing the necessity of software licenses. It also decreases expenses that the organization would spend on upgrading the installed alternative software.
24. Describe the benefits of a CRM.
Companies need a CRM to manage the many client relationships they have. Without it, sales teams would not be able to coordinate and execute sales efforts with optimal efficiency.
25. List the deployment modes in Cloud Computing.
Usually, there are four altered modes, which are determined primarily by the structure and size of the organization, they include:
• Private cloud
• Hybrid cloud
• Public cloud
• Community cloud
26. Define PaaS.
The acronym PaaS stands for Platform as a Service. PaaS cloud service suppliers provide storage, operating systems, and Network services above the cloud. The service operates just like rent; if there are no services offered then there will be no applications, which are typically established on a platform.
27. Define SaaS.
SaaS stands for Software as a Service, and using this system makes work easier since companies do not need to install outside software since all they need is available on the internet.
28. Define IaaS?
IaaS is an acronym standing for Infrastructure as a Service. Cloud service suppliers providing LaaS offer setups like storage and hosting services, which are essential for Cloud Service providers.
29. Define Public Cloud.
A public cloud is a software available globally which the user/creator does not have exclusive control over.
30. Define Private Cloud.
Private clouds are designed for a specific organization or company and can only be accessed while the user is in a secured location.
31. Define Hybrid Cloud.
Hybrid clouds include multiple types of clouds and can certify data and applications to be transferred from different clouds. This type of cloud is a mixture of a private, community, an public cloud and is usually armed with an API boundary between private and public cloud.
32. What is a Cloud Service Provider?
Typically, cloud service providers offer services to both customers and businesses. Cloud service suppliers will have data centers, software, hardware systems, platforms, and huge databases.
33. What's the difference between Private and Public Cloud?
Public clouds are available globally and give a user access and control over their possessions but not the overall cloud, while a private cloud can only be accessed over a restricted location. In private clouds, the service providers restrict access to a specific group of people or organization.
35. Which type of cloud computing service is Salesforce?
Salesforce is base on a SaaS cloud computing service, and is usually used privately.
36. What common features do SaaS, LaaS, and PasS share?
Saas, IaaS and PaaS are the types of services offered using Cloud, and they share the purpose of providing organizations and consumers services, as well as a "CLOUD" centered on the kinds of service they require. SaaS offers software services, PaaS provides a platform for an application growth, and IaaS offers infrastructure.
37. Define Salesforce.
Salesforce is one of the most effective types of Customer Relationship Management tactics. It is consistently ranked among the most flexible, convenient, and robust database providers in the market.
38. What are the different editions in Salesforce?
There are different types and features of the editions of Salesforce with varying functions and possibilities. These include:
Updates happen three times per year, and are as follows:
40. Explain the difference between Force.com And Salesforce.com.
The two sites are similar, but differ when it comes to their functionality. While Salesforce is used functionally as a CRM based on applications, Force.com is mainly used to modify data models, users interface, and business logic.
41. Define Database.com.
Database.com is a service usually provided by salesforce.com to improve CRM applications. In Salesforce, it provides information and services to the users or subscribers.
42. What are the types of portals in Salesforce?
There are three types of portals in Salesforce.com, and they include:
• Partner portal
• Self-service portal
• Customer portal
43. Define an app in Salesforce.
App is the abbreviated version of application, and Salesforce applications include a set of tabs which are meant to work as a single function. There are various applications in salesforce.com, including those in marketing and sales, Site.com, chatter, Work.com, and many more. New applications can be created and existing apps can be customized. When creating a new application, all you have to do is go to Setup then click “build” before designing and finally clicking “app.”
44. State and explain the different types of objects in Salesforce.com.
There are two types of objects in salesforce.com:
• Standard objects are they are generated and provided by salesforce.com
• Custom objects: custom objects have been created and developed by a user on salesforce.com, rather than by the site itself.
45. Explain what an object is in Salesforce.com.
Objects are typically represented in the form of a database table, which effectively helps to store the organization’s date. The table contains a set of fields where data is stored against that field.
Creating a new object field requires the user to click “setup=> build-=> create=> object.” If the user wants to view data, they can click salesforce.com then open the provided tabs.
46. Define a TAB in Salesforce.
Salesforce.com has various types of TABs, which are located on the Tab Menu and used to access data. There are three types of Tabs:
• Custom tabs
• Web tabs
• Visual force tabs
47. What are some examples of Custom Fields?
There are quite a few different types of custom fields. Types of custom fields include date and time field, number field, list field, percent field, URL field, phone field, email field, picklist field, text field and many more.
48. Define the standard and Custom Fields available in Salesforce.
Standard fields in custom objects help to load information generated about currency, created by name, division and owner, and are modified by the standard fields found in salesforce.com. Custom fields for custom objects, on the other hand, load unique information about an organization or company.
49. State the number of Custom Fields which can be created in a single object.
The current edition can effectively create up to 500 fields for one object. This is compared to the professional version, which can create only 100 customized fields per object.
50. Define a Profile.
Profiles are settings which have information about the user and the delegates they performs, including their permissions and functions relating to salesforce.com. It is another method of accessing a particular record. There are two types of profiles:
• Standard profiles are generated by force.com and are generally average profiles.
• By contrast, custom profile are generated by the users and are usually highly variable.
51. Define a Role.
Role hierarchy settings allow the managers and the involved assistants to view and customize records of the data shared. To create roles, procedure involve the pathb “setup => administer => manage users => roles.”
52. What is the difference between a Role and Profile?
• Roles can provide access to level records, such as the full defaults of an organization, sharing rules, role hierarchy, and manual sharing. In short, roles have a significant influence on the level of record access. • Profiles allow a profile to customize access to general permissions, read and write permissions, tab level permission, among other functions..
53. Which are the available standards in Salesforce.com?
There are five standard profiles:
• Standard user
• Marketing user
• System administrator
• Solution manager
54. What is a Company Profile in Salesforce?
A company profile is a Salesforce.com profile which includes information about the locale, language, number of licenses, available storage, address, currencies, and information about the fiscal year.
55. How do you get access to a Security Token?
The security token access process is relatively simple, and involves selecting “name=> personal=> reset security token=>.”
56. How do you use the Transfer Record feature on the Profile?
The transfer record feature is a permission accessible in Salesforce when the user is given entry to transfer accounts. Users have the ability to transfer the files presented as Reading access.
57. Define sharing rules.
In relation with Salesforce, a sharing rules refer to exceptions and permissions of the Salesforce administrator in an organization that grant various users access and permission to read, edit, and write. There are two categories of sharing rule, which include:
• Automatic sharing
• Manual sharing
58. Define manual and automatic sharing.
Manual sharing is a process by which data is shared among users directly and individually, whereas automatic sharing enables a set of rules by which data is shared automatically without the input of an individual user.
59. Explain the difference between permission and profile sets.
Permission sets explain the level of access of the user and how they are able to interact with the applications. Profiles are instead accessed on the Object level of security, and generally are explicitly consigned for the user by the system administrator. Usually, it can be delegated to as many users as needed by just one profile.
60. Define field dependency.
In field dependence, a selection made means value arises between dependent picklists and dependent controls. A general example is when a country, for instance, selects a dependent picklist the state is readily available for the country, which makes the country a controlling field while state, on the other hand, is a subject field.
61. Explain 'field level security' is.
In field level security, the administrator has access to and can control what the users see by deleting and editing a specific field in Object. For instance, if the administrator wants to the user to be granted access and control on an object, but there is an added information the user should not see, then the administrator selects Field Level Security to specifically delegate what information is visible to the user.
62. What is the procedure by which level of security can control profile and permission sets?
In profiles, field security can control IP ranges, Desktop, Client access, Login hours, and page layouts. In permission sets, the level of protection can control record types, visual force pages, apex classes, field level security, object permissions, assigned apps, tab settings, and app permissions.
63. Briefly explain login hours and login IP Addresses.
Login hours are typically customized by the organization involved with the goal of limiting the user from conveniently logging in either before or after the login hours. The procedure for setting and defining login hours is “setup => administration => manage the users => profiles.”
While IP ranges are used by the administrators to limit generally all the login attempts from unknown IP addresses, these settings can be customize this settings in Salesforce the procedure involving “setup=> administration setup => manage users => profiles.”
64. Define user record.
A user record includes the user’s essential data.
65. Define record owner.
The record owner is the user who has control of and access to all records. Generally, there are only two types of record owners: the user and the queues.
66. What are wide defaults in an organization?
The wide defaults of an organization explain the baseline level at which the user can access data records. These defaults are also used to restrict accessible records. Generally, organizational default records define both custom and standard objects.
67. Define role and hierarchy role.
Hierarchy role is used by organizations to grant users access by automatic default. Users cannot edit grant access by the use of hierarchy role in standard objects, but they can edit grant access by the use of hierarchies’ checkbox in standard objects.
68. Define role-level access.
Access related role level is determined by the organization's range of defaults.
69. What are the types of sharing rules found in Salesforce?
There are six types of sharing rules in the current edition of Salesforce. They include:
• Lead sharing rules
• Case sharing rules
• Custom object sharing rules
• Contact sharing rules
• Opportunity sharing rules
• Account sharing rules
70. In Salesforce, how many types of sharing are available for a record?
There are currently five types of records that can be shared. They include:
• Apex sharing
• Manual sharing
• Criteria based sharing
• Organizations wide default sharing
• Role hierarchy sharing
71. How can “grant access using hierarchies” be changed in standard objects?
It is not possible to change this function, as the Grant access using hierarchies' options are only accessible for standard objects and cannot be altered. The only objects that can be altered are custom objects using the settings of Grant Access Using Hierarchies.
72. Between user and role, what must be created first?
Usually, it's the profile.
73. Among which setting on OWD, can child records be modified in the case of Master-Detail Relationship?
The settings of the child cannot be edited in a master-detail relationship, because it is managed and controlled exclusively by the parent record.
74. State the types of accessible record in organization-wide defaults.
There are only 13 types of access in an organization’s default setting, which include:
• View only
• Hide details
• Public read or write
• Public read-only
• Controlled by parent
• Public read or write or transfer
• No access
• Public full access
• Show details and events
• Hide details and events
• Show details
75. If Partner community is having errors in OWD, what could be a potential cause of these problems?
• One possible error is related to field level security, and they should check to ensure that all the external fields involved are verified. • Secondly, developers should review the standard report visibility settings to verify that users involved can view the reports which secured under standard report types.
76. State the types of relationships on salesforce.com.
The relationships in salesforce.com are as follows:
• May-many relationship
• Master-detail relationship
• Hierarchy relationship
• Look-up relationship
77. Elaborate on the look-up relationship.
Typically in look-up relationship:
• There is no impact of security.
• No parent is needed.
• The relationship is often optional.
• The roll-up summary field is not accessible.
• It’s possible for 25 look-up relationship to be generated under one profile.
78. Clarify about the master-detail relationship.
Sometimes it is generated under junction object on Salesforce. In this relationship:
• The standard object can also act as a master object.
• Standard objects differ away from detail object
• Cascade record deletion
• Usually, the records can be reparented
• Only a maximum of two master-detail relationships can be generated on one object
• The roll-up summary field can be developed.
• Cascade record deletion is stored and also it can record level security.
79. Define self-relationship.
A self-relationship is a relationship between two similar objects.
80. Define a roll-up summary.
A roll-up summary is a field in Salesforce that calculates values in related records.
81. State the characters in a roll-up summary field.
Generally there are various unique characters in a roll-up summary field. The following conditions can be observed in roll-up summary field characters:
• It develops information from the child object.
• There are no auto-numbers in roll-up summary.
• The summary fields are not presented for either mapping or converted fields.
• The summary field can only generate a master-detail relationship and not for look-up relationship.
• The field type of a field cannot be altered, as it has already been referenced by roll-up summary field.
82. State and explain the functions of a roll-up summary.
The roll-up summary has four functions, including max, sum, min, and count.
• Max represents the highest value
• Min represents the lowest cost
• Count displays the total number of records in Salesforce
• Sum lists the value in total of the selected fields
83. Is the record field in roll-up summary editable?
The record field of a roll-up summary is not editable, because the summary field only has the read option available, and therefore it cannot be edited.
84. Can the master-detail relationship be generated under existing records?
The master-detail relationship can be created on existing records, and the procedure includes generating a look-up relationship in a record before converting it into a master-relationship.