Salesforce Admin Interview Questions and Answers

Interview Questions – SalesForce(SF) Admin:

SF Basics:
What is Cloud computing? Cloud computing is shared pools of configurable computer system resources and higher-level services that can be rapidly provisioned with minimal management effort, often over the Internet. Cloud computing relies on sharing of resources to achieve coherence and economies of scale, similar to a public utility.
What is CRM? CRM is “Customer Relationship Management “. We can understand from the full form where CRM is an application used to automate Sales and marketing functions by a using a Software called CRM Software . BY using CRM Software every Company / Organization plans to increase their revenues and profits. This strategy of increasing revenue is done mainly by attracting Customers, clients, Sales etc.
What are the Advantages of Cloud Computing? Cloud computing has made tremendous growth in processing power, reliability of the Internet and the great increase in broadband speeds. It makes tremendous sense to make use of the centralized server of the provider of cloud computing services as not only does it reduce the costs by a great extent by making redundant the need to buy several software licenses, it also eliminates the huge costs required by an organization to maintain and upgrade existing software.
What are deployment modes of cloud computing? Cloud computing services can be provided in four different deployment modes depending on size and structure of an organization. Four deployment modes of cloud computing are Public Cloud. Private Cloud. Hybrid Cloud and Community Cloud.
What is PaaS? PaaS means” Platform as a Service”. Here in “PaaS “ the cloud service providers provides hardware, OS(operating System), Storage, Network services over the cloud. It is the way like a rent. If there is no service like Platform and there will be no Applications. Which applications are build on a Platform
What is SaaS? SaaS means Software as a Service. Through this Services all the software’s are distributes over the cloud. By using SaaS no need to install any software all software’s are readily available over the internet .
What is IaaS? Full form IaaS is “Infrastructure as a Service”. Here in IaaS the cloud service providers will provides infrastructure like servers, hosting services and storage. Servers and storage’s are the basic services provide by Cloud Service Providers.
What is Public Cloud? Public clouds are the most common way of deploying cloud computing. The cloud resources (like servers and storage) are owned and operated by a third-party cloud service provider and delivered over the Internet. Examples: Azure, AWS Advantages of public clouds: Lower costs—no need to purchase hardware or software, and you pay only for the service you use. No maintenance—your service provider provides the maintenance. Near-unlimited scalability—on-demand resources are available to meet your business needs. High reliability—a vast network of servers ensures against failure.
What is Private Cloud? A private cloud consists of computing resources used exclusively by one business or organization. The private cloud can be physically located at your organization’s on-site datacenter, or it can be hosted by a third-party service provider. But in a private cloud, the services and infrastructure are always maintained on a private network and the hardware and software are dedicated solely to your organization. Advantages of a private clouds: More flexibility—your organization can customize its cloud environment to meet specific business needs. Improved security—resources are not shared with others, so higher levels of control and security are possible. High scalability—private clouds still afford the scalability and efficiency of a public cloud.
What is Hybrid Cloud? Often called “the best of both worlds,” hybrid clouds combine on-premises infrastructure, or private clouds, with public clouds so organizations can reap the advantages of both. In a hybrid cloud, data and applications can move between private and public clouds for greater flexibility and more deployment options. For instance, you can use the public cloud for high-volume, lower-security needs such as web-based email, and the private cloud (or other on-premises infrastructure) for sensitive, business-critical operations like financial reporting. In a hybrid cloud, “cloud bursting” is also an option. Advantages of hybrid clouds: Control—your organization can maintain a private infrastructure for sensitive assets. Flexibility—you can take advantage of additional resources in the public cloud when you need them. Cost-effectiveness—with the ability to scale to the public cloud, you pay for extra computing power only when needed. Ease—transitioning to the cloud doesn’t have to be overwhelming because you can migrate gradually—phasing in workloads over time.
What are the different types of Cloud Service providers? is based on which cloud ? is based on Software as a Service ( SaaS).
What are common factors on SaaS, PaaS, and IaaS? SaaS Google Apps, Dropbox, Salesforce, Cisco WebEx, Concur, GoToMeeting PaaS AWS Elastic Beanstalk, Windows Azure, Heroku,, Google App Engine, Apache Stratos, OpenShift IaaS DigitalOcean, Linode, Rackspace, Amazon Web Services (AWS), Cisco Metapod, Microsoft Azure, Google Compute Engine (GCE)
What is Salesforce? Salesforce is one of the best customer relationship management (CRM) tool. Salesforce is among one of the best web based flexible and powerful database provider available in the market.
Different Salesforce Editions? provides different types of editions and features depending upon the cloud. For Sales cloud it provides four different types of editions. They are Group. Professional. Enterprise. Unlimited.
Number of Salesforce Editions released per year? Salesforce Releases e updates for every year. They are Spring. Summer. Winter.
Difference between and and are relatively same but they are different in their functionality. is used to develop CRM functionality based application where is used to customize our data model, business logic and User interface
What is is a type of service provided by to enhance the power of CRM applications. provides “Data as a Service” to subscribers.
How many types of portals are available in Salesforce? In we have three types of portals. They are Customer Portal. Partner portal. Self Service portal.
What is App in Sales force? App means an Application. In Salesforce an Application consists a group of tabs which are designed to work as a single function. We have number of applications in some of them are sales, marketing, chatter,, etc.
Different types of object in And why they called so? In we have two types of objects: Standard Objects :- Standard objects are called so because they are created and provided by Custom Objects :- Custom objects are those which are created by an User in
What is an object in Sales force? An Objects is represented as a database table which stores organization data . Objects consists of set of fields and we store data against that field. To view data Salesforce provided TABS.
What is TAB in Salesforce? provides list of tabs and are placed in Tab menu. To access data of an objects Tabs are used. Tabs in Salesforce are three types: Custom Tabs. Visualforce Tabs. Web Tabs.
List examples of custom field types? Some of the custom field types are date field, Date/Time field, Currency field, Checkbox field, Number field, Text field, Pick list field, Email field, percent fields, phone field, Url field and many more.
What are the Standard and Custom Fields in Salesforce? Standard fields for custom objects stores the information about created by, modified by, currency, Name, owner and Division. These are the standard fields in Custom field for custom objects store unique data or information of an organization.
How many custom fields can an object have? Unlimited edition can have up to 500 fields per object. Professional edition can create up to 100 custom fields per objects.
What is a profile? Profiles are those which defines user’s to perform different functions like settings and permissions in salesforce. It is another way to restrict or control access to a particular record. Profile are of two types. Standard Profile. Custom Profile. Standard Profile : Profiles created by are called Standard Profiles. Custom Profiles :Profiles created by user are called Custom Profiles.
What is a Role? Roles :- Using we can provide record level access like organization wide defaults, Role hierarchy, sharing rules and Manual sharing. Simply roles influences record level access.
Number of standard profiles available in In salesforce we have 6 standard profile they are. Standard user. Solution manager. Marketing User. Read only. System administrator.
How can you use the term “Transfer Record” in profile? Transfer record is a type of permission in salesforce. If a user is is given access to transfer a record then the user will have the ability to transfer the records which have Read access.
Define Company Profile? In company profile consists of information about language, locale, time zone, number of licenses, storage and available space, about fiscal year, address and currencies.
How to get security token in To get security token in go to yourname=>Personal=>Reset my Security token.
What is a Fiscal Year in Salesforce? Fiscal years in Salesforce are used to define starting and ending date of an organization financial year.Fiscal years in salesforce are two types they are. Standard fiscal year :- To change starting month of the fiscal year this type is used. Custom fiscal year :- We can set custom fiscal year dates like quarters, weeks.
What is a dependent pick list? Dependent Picklist allows to contain multiple values and pick value one among them or Multiple values among them. Dependent fields depends upon controlling field.
What is Page Layout and Record Types? Page Layout :- In page layout customization can be done like fields, related lists, custom links can be arranged. Record Types :- Record types in salesforce helps to implement business processes like defining picklist values for standard and custom pick lists.
How to delete user from Salesforce? n, deleting a user is not possible. But the user can be deactivated by freezing that user in salesforce. To deactivate user go to Setup=>Administer=>Manage users=>Users=>Freeze
In how many ways can we store files, images and documents in what are they? In we can store files, images and documents in 5 types they are. Attachments. Documents. Google drive. Libraries. Chatter Files
What are Static Resources? Static resources helps to store upload images, files, zip files, documents, javascript files, Css Files which can be used in visualforce pages. Maximum data storage limit for static resource is 250mb.
List some standard indexed fields in Id, name, owner fields, lookup fields, master-detail relationship fields, audit dates like Last Modified dates etc are the standard indexed fields in
Which fields are Indexed by default in Salesforce? Salesforce indexed some fields by default they are Id, name, owner fields, lookup fields, master-detail relationship fields, audit dates like Last Modified dates.
Which fields cannot be added as a custom Index? Formula fields.
Is it possible to edit formula field values in a record? No
In salesforce, Can two users’ can have same profile? Yes
SF Security:
What is a Sharing Rule? Sharing rules in Salesforce represent the permissions and exceptions to your organization. By using sharing rules we can grant access to edit, read, read/write permissions to user. Sharing Rules are of two types: Manual Sharing. Automatic Sharing.
What is Manual Sharing? Manual sharing is the process of sharing records manually.
What is permission set? Permission sets in are the combination of different settings and permission sets given to user to access records and files. Note :- Manual sharing is available for only Organization wide default settings are private to the object.
Difference between profiles and permission sets? Permission Sets : In this Permission sets we define the access level of the user. Generally we determine what a user can do in the applications. These are used to grant additional permission to a user. Profiles : In Object level Security, Profiles are assigned to the user by system administrator. A profile can be assigned to many users where as a user can have only one Profile.
How can you define Field Dependency? In Field dependency, we have to fields controlling filed and dependent field. When a selection is made the controlling field controls dependent picklist values. Ex:- When a country is selected in dependent picklist then the states are available to that country. Here country is controlling field and State is dependent field.
How many field dependencies we can use in Visual Force page? We can use up to 10 field dependencies in visualforce pages
Tell me about Field-Level Security? In field level security, we control the user what to see, edit, delete of a particular field in the object
Briefly describe about Field-Level Security? In field level security, we control the user what to see, edit, delete of a particular field in the object. In some situation like if we want to grant access control over Object to a user but the user should not be able to access some particular fields in that objects then we go for Field Level Security. Field Level Security can be controlled by Profiles and Permission sets. = > Profiles. Page Layouts. IP Ranges. Login Hours. Desktop. Client Access. = > Permission sets. App Permissions. Record Types. Tab Settings. Assigned Apps. Object Permissions. Field Level Security. Apex Classes Visual Force Pages
What are Login Hours and Login IP Ranges? Login hours are set in an organization to restrict the user’s who tries to login before or after login hours. To set login hours in an organization go to Setup=>Administration=>Manage users=>Profiles. IP ranges are used to restrict any login attempt is done from unknown IP addresses. Usually organizations maintain login IP ranges. To set Login IP ranges in salesforce go to Setup=>Administration Setup=>Manage Users=> Profiles.
What is a User Record? User records consist key information about the user
What is a Record Owner? Record Ownership : The User or Queue who controls and have the right to access a record. Generally there are two types of Owners: Users. Queues.
What are Organization Wide Defaults? Organization wide Defaults define the baseline level of access to data records for all users in an Organization. Organization wide Defaults are used to restrict access to data(Records). Organization wide Defaults(OWD) can be defined for Standard Objects and Custom Objects.
What is a Role and Role Hierarchy? Salesforce uses role hierarchy to automatically to grant access to users by default. We can not edit Grant Access using Hierarchies for standard objects and can edit Grant Access using Hierarchies check box for Standard objects.
What is Access at the Role Level? Access at the role level depends upon the organization wide defaults.
What are the different types of Sharing Rules in Salesforce and explain them? Account sharing Rule. Contact Sharing Rule. Case Sharing Rule. Opportunity sharing Rule. Lead Sharing Rule. Custom Object sharing Rule.
In how many ways can we share a record? Records can be shared in 5 types they are Role Hierarchy. Organization Wide Defaults. Manual Sharing. Criteria Based Sharing Rules. Apex Sharing.
Best Practices of Creating Contact Sharing Rules? Organization wide default settings are used to set red, write, read/write permissions
How can i provide record level access to user’s in an organisation? then what should i use from Salesforce security model? After setting Object and Field Level Security the situation may arise like if a user is eligible to access a particular Record in a Object there we use this sharing method . This can be done by the following settings. Org Wide Defaults. Role Hierarchy. Sharing Rules. Manual Sharing. Criteria Based sharing
If i want Object level accesses then what should i use from Salesforce security model?
In Partner Community, external user is having appropriate OWD and Profile Settings for Opportunity or consider any other Object. However they are getting insufficient privilege access, what might be cause of this error ?
What are governor limits? Governor Limits in are the run time limits enforced by the apex runtime engine to write scalable and efficient code.
Is it possible to bypass Grant Login access using Hierarchies in case of standard objects? Yes
Can we use sharing rules to restrict data access? No, sharing rules cannot restrict data access.
Is it possible to create sharing rules for detail object? No, we can create sharing rules for details objects because they don’t have owner field.
SF Organization wide Defaults(OWD):
How can you change the setting “Grant Access Using Hierarchies” for Standard Objects ?
What are the Mandatory points that you think while creating User, Role or Profile?
While setting OWD (Organization wide sharing), can we change/modify the setting of child record in case of Master-Detail relationship?
While setting OWD (Organization wide sharing), can we change/modify the setting of child record in case of Master-Detail relationship?
Number of accesses available in Organization Wide Defaults and what are they?
n Partner Community, external user is having appropriate OWD and Profile Settings for Opportunity or consider any other Object. However they are getting insufficient privilege access, what might be cause of this error ?
SF Relationships:
What are the different types of Relationships in SFDC?What are they?
What is a “Lookup Relationship”?
What is “Master-Detail Relationship”?
What is a “Self Relationship”?
What is Roll-up summary?
How to create Roll-up summary field on lookup relationship?
Can we have Roll up Summary fields in case of Parent-Child Relationships?
Is it possible to edit Roll up summary field value in a record?
Can we create Roll up summary field on parent object ?
How to create Many – to – Many relationship?
What is Junction Object?
What are the main things need to consider in the “Master-Detail Relationship”?
Can we convert the look up relationship to Master Detail relationship? If so How can we convert?
Can we create Master Detail relationship on existing records?
How to create many to many relationships between two objects?
In case of Master-Detail relationship, on Update of master record can we update the field of child record using workflow rule?
In case of Master-Detail relationship, on Update of child record can we update the field of Parent record using workflow rule?How to move Relationships to production from Full Sandbox?
What happens to detail record when master record is deleted?
What happens to child record when a master record is deleted in Lookup Relationship?
A custom object contains some records, now my requirement is to create field in this object with master detail relationship.
Can we create master detail relationship in this case?
In case of Master-Detail relationship, on Update of master record can we update the field of child record using workflow rule?
SF Reports and Dashboards:
What are different kinds of reports?
What are Standard Reports?
What are custom Reports?
What is a Tabular report ?
What is a Summary Report?
What is a Matrix Report?
What is Trend Report?
What are Custom Report Types?
Who can run Reports?
What is a bucket field in reports?
Is it possible to delete reports using Apex?
What are Dashboards?
Dashboard Components?
What are dynamic Dashboards?
Can we schedule dynamic dashboards?
Explain dynamic Dashboard.
Who can access “drag and drop dashboard”?Which type of report can be used for dashboard components?
Which permission is required to set the running user other than you in dashboard?What is the use of “floating report header”?
How to enable “floating report header”?
What is Analytical Snapshot in
SF Workflows and Approvals:
What is Workflow?
Different Workflow Components available in salesforce?
What are the different workflow actions available in Salesforce?
What is a Workflow Rule?
What is a Workflow Task?
What is a Workflow Alert?
What is a Workflow Field Update?
What is Time-Dependent Workflow?
Working with Time-Dependent workflow?
Time-Dependent Workflow – Considerations?
Limitations of Time-dependent workflow?
In which criteria of a workflow – “time dependent workflow action” cannot be created ?
When you can’t add Time dependent action in Workflow rule?
We have a “Time Based Workflow” and there is Action scheduled to be executed. If we Deactivate the workflow, Scheduled actions will be removed from queue or not?
We have “Time Based Workflow” and there is action scheduled to be executed. Can we delete that workflow?
How to clear the Time based workflow action queue?
While creating workflow on Task, what difference observed on available actions?
For which criteria in Workflow “Time dependent workflow action” cannot be created?
Suppose if a record meets workflow criteria for time based workflow action, the action goes in queue. Later, before the time based action is triggered, the same record gets modified and the criteria previously met is changed and now it does not meet the workflow criteria. What happens to the time based action placed in Queue?
Difference between Trigger and Workflow?
SF Data Loaders:
Briefly describe about Data Loader?
What are the different actions that can be made using data loaders?
How can we insert a record using Data Loader?
How to delete a record using Data loader?
How to update a record using Data Loader?
How to export records from Salesforce using Data Loader?
Explain about UPSERT?
How to handle comma fields while uploading using Data loader?
After Exporting data using Data Loader, Some time it appears that data is on New Line (Carriage Return) when we open CSV file in Microsoft Excel. For example, Address Data separated on different lines. How can we override this problem?
Explain me about Export and Export all in Data Loader?