Salesforce is a CRM (Customer Relationship Management) software that has been around for over 20 years. It is popular among SMBs and Enterprise companies alike. With these demands come many job opportunities, one of which is the Salesforce Administrator position. A Salesforce Administrator oversees all things related to Salesforce for the company they are employed by. They may deal with the implementation and support of CRM solutions as well as other enterprise applications.
Ultimately, a Salesforce Administrator is responsible for managing and administering Salesforce instances, and all data therein, including metadata, user permissions, field-level security configurations, relationships between records (including master-detail), user interface configuration settings (dashboards), workflows, reports & analytics rules, etc.
The Salesforce Administrator must have a deep understanding of all aspects of how Salesforce works in order to configure it properly; this includes database management skills such as SQL or other querying techniques and schema design principles.
In order to find a qualified Salesforce Administrator, it is imperative that you know the right interview questions to ask. We have taken the liberty to compile a list of the best 88 Salesforce Administrator interview questions for those who may be interviewing.
Salesforce Administrator Interview Questions
Table of Contents
- Salesforce Administrator Interview Questions
- Basic CRM Interview Questions
- 1. What is Cloud computing?
- 2. What is CRM?
- 3. What are some examples of CRM software?
- 4. What is PaaS?
- 5. What is SaaS?
- 6. What is IaaS?
- 7. Explain Public Cloud Computing.
- 8. Explain Private Cloud Computing.
- 9. Explain Hybrid Cloud Computing.
- 10. Explain On-Premise Cloud Computing.
- General Salesforce Interview Questions
- 11. What is the difference between an Administrator and Developer (or Consultant) on Salesforce?
- 12. How does Salesforce Work?
- 13. Number of Salesforce Editions released per year?
- 14. Number of Active Users?
- 15. What is Salesforce used for mostly?
- 16. What is Force.com?
- 17. What is Database.com?
- 18. How many types of portals are available in Salesforce?
- 19. Which is more expensive? Unrestricted or Restricted Portal?
- 20. Explain Salesforce API.
- 21. Explain Salesforce AppExchange.
- 22. Explain VisualForce Pages.
- 23. What are the differences between Salesforce Classic and Lightning Experience?
- 24. What is an object in Salesforce?
- 25. What are some examples of objects?
- 26. Does Salesforce allow for additional custom fields on an object to be added or edited?
- 27. What does TAB do in Salesforce?
- 28. Explain the differences between standard and custom fields.
- 29. How many custom fields can I create in an object?
- 30. If I have more than 200 accounts do I need to stop adding them?
- 31. Explain profile in Salesforce.
- 32. Explain Role in Salesforce.
- 33. Explain record types in Salesforce.
- 34. Explain the standard profiles in Salesforce.
- 35. Can a field have more than one value?
- 36. What is a company profile?
- 37. How does permission apply during mass updates?
- 38. What are the steps to deleting a user from Salesforce?
- 39. What are the steps to freeze users in Salesforce?
- 40. What is a formula field?
- 41. What are processes?
- Salesforce Security Interview Questions
- 42. What are the Salesforce Security Levels?
- 43. Explain Sharing Rule in Salesforce.
- 44. So how do you set up a Sharing Rule?
- 45. Explain permission set in Salesforce.
- 46. What’s the difference between profiles and permission sets?
- 47. What is authentication?
- 48. What are the different types of profiles?
- 49. What are Organization-Wide Defaults?
- 50. Explain Role and Role Hierarchy
- 51. Best practice of Creating Contact Sharing Rules
- 52. Can we use sharing rules to restrict data access?
- 53. How do we grant privileges?
- 54. Explain the governor limits.
- 55. Is it possible to bypass Grant Login access using Hierarchies in the case of standard objects?
- 56. What are some benefits of using Single Sign-On (SSO)?
- 57. What are some concerns about Single Sign-On (SSO)?
- Relationship in Salesforce Interview Questions
- 58. What are the different types of Relationships in SFDC?
- 59. Explain the Lookup Relationship.
- 60. Explain Master-Detail Relationship.
- 61. Explain Rollup summary.
- 62. Explain Junction Object.
- Salesforce Reports Interview Questions
- 63. What are Reports?
- 64. What’re Standard Reports?
- 65. What’re Custom Reports?
- 66. What’re Tabular Reports?
- 67. What’re Summary Reports?
- 68. What’re Matrix Reports?
- 69. Who can run Reports?
- 70. What is a bucket field in reports?
- 71. How to export Reports?
- Salesforce Dashboards Interview Questions
- 72. What are Dashboards?
- 73. What are Dashboard components?
- 74. What are dynamic Dashboards?
- 75. What is a Dashboard layout?
- 76. Can I export my dashboard data into Excel or Google Spreadsheets?
- Salesforce Workflows Interview Questions
- 77. What is Workflow?
- 78. What’re the different Workflow Components available in Salesforce?
- 79. Explain Workflow Rule in Salesforce.
- 80. Explain Workflow Task.
- 81. While creating workflow on Task, what difference observed on available actions?
- 82. Explain the difference between Trigger and Workflow.
- Salesforce Data Loaders Interview Questions
- 83. Explain Data Loader.
- 84. What are the different actions that can be made using data loaders?
- 85. How can we insert a record using Data Loader?
- 86. How to delete a record using Data Loader?
- 87. What are some of the benefits that come with using a data loader?
- 88. Can we delete multiple records at once using Data Loader?
We will break out the interview questions into smaller sections that are easier to follow. Here are the sections:
- Basic understanding of CRM
- Salesforce key features and usage
- Understanding of Security measure in Salesforce
- What are Relationships in Salesforce
- Salesforce Reports
- Salesforce Dashboards
Basic CRM Interview Questions
1. What is Cloud computing?
This question on Cloud computing is a good one to start off with when you are interviewing Salesforce Administrators. Cloud computing is defined as the use of internet-based platforms and data storage that allow for the delivery of software, services, systems, and computation over the Internet.
2. What is CRM?
This question on CRM (Customer Relationship Management) is also a good one to ask and it provides the interviewer with insight on whether or not you have any experience in this industry. CRM is defined as customer relationship management, which tracks the interactions between an organization and its customers.
3. What are some examples of CRM software?
This question on CRM software is a good follow-up question to the previous one. Some of the more popular examples are Salesforce, Oracle’s Siebel, and SAP Business Objects.
4. What is PaaS?
A platform as a service, or PaaS is the delivery of code and computing infrastructure over the internet. As such it provides technology that enables developers to build software without managing their own servers.
5. What is SaaS?
Software as a service, or SaaS includes the delivery of software over the internet. The customer accesses and uses applications on remote servers that are typically owned by an enterprise vendor such as Salesforce.
6. What is IaaS?
Infrastructure as a Service, or IaaS is the delivery of computer infrastructure and other computing resources over the internet. Customers can rent raw compute power in order to run their own applications on top of that infrastructure.
7. Explain Public Cloud Computing.
A public cloud is a type of infrastructure as a service (IaaS), typically provided by an external company like Amazon Web Services (AWS) or Google Cloud. The key distinction between the private and public clouds is that in a public environment you share resources with other customers; so performance may vary.
The delivery of code and computing infrastructure over the internet. As such it provides technology that enables developers to build software without managing their own servers.
8. Explain Private Cloud Computing.
A private cloud is a type of infrastructure as a service (IaaS), typically provided by an external company like Amazon Web Services (AWS) or Google Cloud. The key distinction between the private and public clouds is that in a private environment, you get access to resources that are dedicated only to your business; so performance should be better than with a public cloud because there will not be any other customers consuming some of those resources.
9. Explain Hybrid Cloud Computing.
A hybrid cloud is a type of infrastructure as a service (IaaS), where some resources are in the public cloud and others are on-premises. This environment is created for customers who want to have the benefits of both types of clouds, without migrating everything all at once.
10. Explain On-Premise Cloud Computing.
On-Premise Cloud Computing is for companies who want the benefits of both types of clouds, without migrating everything all at once. It provides technology that enables developers to build software without managing their own servers; they can simply use application programming interfaces (APIs) as services hosted by third parties instead. This type typically used by larger enterprises who need more control and specific security requirements than what’s available in a public cloud setting due to compliance considerations like HIPAA or PCI standards.
General Salesforce Interview Questions
This set of interview questions has been compiled by the Modern Recruiters Team based on extensive research done for over a decade interviewing candidates, hiring Salesforce Administrators, and asking them what they were asked in their interviews.
11. What is the difference between an Administrator and Developer (or Consultant) on Salesforce?
Salesforce Developers are those who take all their knowledge in development to build custom solutions for business problems. They use Service Cloud and other tools like Heroku to build new solutions.
Salesforce Administrators are those who take administrational knowledge and use it to maintain the system and keep everything running smoothly. They can also customize Salesforce with their own branding or create custom objects like Accounts, Contacts, etc.
12. How does Salesforce Work?
Salesforce operates on what’s called Software-as-a-Service, or SaaS for short. This means it exists primarily as software running in the cloud over the internet rather than being installed directly onto computers at individual customer sites.
13. Number of Salesforce Editions released per year?
Salesforce typically releases one edition a year, with the latest release being Salesforce CRM – Lightning Experience.
14. Number of Active Users?
As of January 2018, there are more than 150 million active users worldwide
15. What is Salesforce used for mostly?
The majority of organizations use it to manage their customer relationships and interactions. Salesforce is us across the organization to help sales, marketing, and service teams close more deals faster.
16. What is Force.com?
Force.com is a set of development tools and services that enable developers to rapidly build, run, test, and deploy applications using the Salesforce platform. It’s also an enterprise-grade cloud computing platform for executing business logic on-demand in any connected device or browser.
17. What is Database.com?
Database.com is a free cloud-based CRM service offered by Salesforce that automatically integrates with the company’s other tools and services, such as Chatter and Lightning for salespeople.
18. How many types of portals are available in Salesforce?
Salesforce provides users with two types of portals:
- Unrestricted – Salesforce administrators can create a new instance to which all other portal restrictions don’t apply.
- Restricted – Salesforce administrators are given the ability to choose specific people and sales territories that will be able to access this restricted portal, as well as set data sharing permissions for certain objects in the system. These settings control who sees what information from inside your company’s CRM and whether they can share it outside the organization or not.
19. Which is more expensive? Unrestricted or Restricted Portal?
The answer depends on how many employees you want available at any point during the day, week, month, etc., but an unrestricted portal would usually cost less.
Restricted – Salesforce administrators are given the ability to choose specific people and sales territories that will be able to access this restricted portal, as well as set data sharing permissions for certain objects in the system. These settings control who sees what information from inside your company’s CRM and whether they can share it outside the organization or not.
20. Explain Salesforce API.
Salesforce API is a web service that allows developers to interact with the Salesforce platform in real-time. It’s an API, or in other words, it provides an application programming interface (API) for your data and processes; this means you can create custom apps that integrate seamlessly into your company’s business workflow while still being able to take advantage of all features offered by Salesforce: CRM, lead management, eCommerce integration, database integrations and more.
21. Explain Salesforce AppExchange.
Salesforce AppExchange is a marketplace for cloud-based business apps that are designed around Salesforce technology and can be customized to fit your organization’s needs.
22. Explain VisualForce Pages.
Visual Force pages enable you to build self-service applications that empower employees to do their job faster without having IT manage all the details or building custom solutions from scratch.
23. What are the differences between Salesforce Classic and Lightning Experience?
Lightning – The new version of Salesforce, known as “Salesforce Lightning,” is a more modern user interface that has been rebuilt to provide you with better insight and easier access to your data. It’s faster than ever before. Plus it provides an enhanced experience on mobile devices so you can stay connected everywhere—from checking tasks in the field or reviewing opportunities at home during dinner. From sales reps who need real-time information to managers looking for analytics, this new design puts everything customers care about right at their fingertips. This redesign also includes changes to how users search through records stored within the system – if there were two items found containing “sales”, one may need to be sorted by “sales manager” in order for the other item with sales data to show up on the results page.
The Lightning Experience presents a cleaner, more intuitive interface that’s built around making it easier for you and your users to do anything they need from anywhere – whether that means completing tasks or finding information.
24. What is an object in Salesforce?
Object is a definition of what data can be stored in the system.
25. What are some examples of objects?
Account, Case, Lead, Contact etc.
26. Does Salesforce allow for additional custom fields on an object to be added or edited?
Yes – these new fields can then be searched by and filtered in reports/dashboards just like all other standard static columns within the CRM application. This means they will show up when searching any records from that particular column’s perspective even if it was not previously available before (ex: Account Name).
27. What does TAB do in Salesforce?
It allows users to make a table, spreadsheet, chart, or graph. For example, you could create a Tableau report from your data using this tab! Then export it as an image file and save it for future use.
28. Explain the differences between standard and custom fields.
Standard Fields: Standard fields are pre-defined, they can’t be deleted or edited once created. They’re meant to serve as default attributes for a module/record type. For example, Account Name is one of the default fields in Salesforce on an account object but you cannot delete it or edit its content.
Custom Fields: These allow users to add more information that wasn’t previously available to them within the CRM application (ex: shipping address). If need be, these new columns can then show up when searching any records from that particular column’s perspective even if it was not originally available before (example: email notifications).
29. How many custom fields can I create in an object?
The total number of Custom Fields depends on which type of object you are editing. For example, Accounts have a maximum limit of 200 while Contacts have 100. You can change this default setting by going into Setup and navigating through “Customize” under your desired Object Type and clicking “Fields”. From there you will see a list of all Account/Contact fields and their limits.
You can also create up to 100 Custom Fields for each object type in Salesforce by clicking “Fields” under Setup. You will be asked if you want the new field to govern all objects of its same name or only one single object, before proceeding with creation. For example, a custom field created under Contacts has no bearing on Accounts, since those two Object Types are different types from one another and not related as children (ex: Contact is a child of Account).
30. If I have more than 200 accounts do I need to stop adding them?
We recommend that you don’t add too many records at once because it may cause system slowdowns depending upon your browser’s ability to render pages quickly. We recommend that you limit your records to 100 or less at a time.
31. Explain profile in Salesforce.
Salesforce profile is a collection of settings and information about the user that defines what they can see, do, or access. In the Salesforce CRM system, a person’s profile is an object in which you specify who your users are for instance- Admin might be granted rights to edit other users’ profiles but not able to add records into Account objects (which is another different Object Type).
32. Explain Role in Salesforce.
Salesforce Role is a business object that defines what users can and cannot do in the system. For example, if you create an Administrator Role then all the members of this role will be able to perform administrative tasks such as editing other user’s profiles, adding new records into Salesforce objects like Accounts etc.
33. Explain record types in Salesforce.
Salesforce Object Types are different than Record Types which define how each object behaves or is used by end-users. There are many Object Types available such as Account, Opportunity etc., but there are also configurations for these objects made through User Interface called Record Settings (such as default currency).
34. Explain the standard profiles in Salesforce.
Salesforce provides seven standard profiles that are pre-configured with specific access and data permissions in order to be able to quickly set up new users for the system. Standard profile types include:
- System Administrator
- Super User
- Subscriber (basic user)
- Developer Edition Enabled (individual developer) which can only use certain features of the platform, etc.
35. Can a field have more than one value?
Yes! One key example is when you won’t create an opportunity inside your account or contact record where it could also contain its own subaccounts or contacts respectively. This would be called multi-value fields within salesforce’s terminology but other examples might include if someone has attended multiple training sessions throughout their time at work so we like to keep track of who attended which training.
36. What is a company profile?
A Company Profile gives you the opportunity to control who can access your data. You can set permissions at different levels, and also decide what information people have access to when they’re logged in as an admin or with a standard user account. This means that some users might be able to edit records while others only see read-only views of them. If you work for more than one business unit within salesforce, then it’s possible for each of those units to have their own company profiles; this way, there’s no need to share certain types of data across multiple companies if someone else needs access to it too!
37. How does permission apply during mass updates?
During Mass Updates, there are two permission levels that you can apply: “Can Edit” and “Can View”. When the administrator sets permissions for a company profile, they will see both of these options. The difference between them is whether or not the user has access to edit records while logged in with admin rights.
38. What are the steps to deleting a user from Salesforce?
To delete a user in Salesforce, you can follow these simple steps:
- Log in to the Admin Console with your username and password.
- Select Users from the list of items on the left menu bar.
- Locate the desired User name by scrolling through or typing into the search box at the top right corner.
- Click Delete next to their name to proceed. Removing them will take effect immediately after click (user cannot log back in).
39. What are the steps to freeze users in Salesforce?
To freeze users in Salesforce, you can follow these simple steps:
- Log in to the Admin Console with your username and password.
- Select Users from the list of items on the left menu bar.
- Locate desired User by scrolling through or typing into the search box at the top right corner.
- Click Freeze next to their name to proceed. This will prevent them from logging back in until thawed out again (only admins have this ability). You may also select a date for when they should be unfrozen – if that time has not yet arrived then an admin must manually un-freeze them before they are able to log back in.
40. What is a formula field?
A Formula Field allows you to create an expression that calculates values from other fields within its record layout or related records outside its own object type. For example, a sales team might want to give each member credit for contacts generated by them based on the total opportunity amount. The following steps show how this could be done:
- Create an Opportunity Name (i) calculation;
- Select Expanded View as the Record Layout Type;
- Add a text field for the Opportunity Amount and calculate it by summing up Contacts (i) + Salesperson
41. What are processes?
Processes allow you to automate tasks in Salesforce CRM as if they were happening without human intervention.
For example, when a salesperson closes an opportunity and has been successfully routed through the appropriate workflow stages, it may be necessary for them to send cold-call reminders or provide customer support – with Process Builder this is possible: users set up the process by dragging-and-dropping activities into sequential order and then assign these manually or automatically based on criteria like date ranges. The result will trigger all relevant downstream actions after running through its steps—no manual work required!
Salesforce Security Interview Questions
Security in Salesforce is a group of measures designed to protect your data and access privileges from unauthorized use, theft, or modification.
42. What are the Salesforce Security Levels?
Salesforce provides multiple levels of security for all users:
- Personal Level – This level has the least amount of permissions out of all three options. It’s best suited for staff members who have limited interaction with customers or run reports that do not require any system modifications.
- Limited Level – You will find this as an option when creating new Users in order to limit their capabilities on the platform without fully removing them from it completely (i.e., disabling accounts). These limitations are typically set by admins but can also be customized by owners themselves if they want to create individual user profiles with differing abilities.
- Administrator Level – This level is the most restrictive of all three. It includes a wide range of permissions, including unlimited access to data and system modifications that can be performed by admins on behalf of other users in cases where those users are unable to do so themselves (e.g., converting a Lead record into an Opportunity). Security levels are defined not just for Salesforce but also for its apps as well.
43. Explain Sharing Rule in Salesforce.
A sharing rule dictates which records can be shared with other users in specific roles and within certain time periods. For example, a sales manager might need to share leads that are not yet closed deals for the purposes of reporting on pipeline activity but want to restrict those same leads from being viewed by their underlings who may be trying to poach them away (or take advantage of information about these opportunities before they formally compete).
44. So how do you set up a Sharing Rule?
Set up your sharing rules through Salesforce Setup > Security Controls > Sharing Rules. You’ll have two options: Allow or Deny; make sure you understand the difference between an allow/deny sharing rule if you’re going to adjust this setting.
45. Explain permission set in Salesforce.
Permission sets are a way to establish default or “one-size-fits-all” permissions. It’s particularly useful for sales managers who need to get on the same page when managing access across their team members. You can create groups of users and assign them permission sets that align with your company’s needs (e.g., Sales Manager). Permissions would then be inherited by those assigned to the group unless they were overridden in an individual user account.”
46. What’s the difference between profiles and permission sets?
Profiles are meant to control the individual user profile. Permission sets, on the other hand, have wider scope in terms of what they can do for your organization. You can set up an “All-Access” permission set so that all users will be assigned it by default unless they choose otherwise or you could make one with some restrictions like ‘No Access’. Most companies use profiles to restrict access and assign permissions based on role.”
47. What is authentication?
Authentication is how Salesforce identifies who’s trying to log into it. It needs this information because most people don’t want just anyone accessing their data; there should be some form of security applied first. Authentication comes in two ways: either through a password or social login.
48. What are the different types of profiles?
There are a few different types of Salesforce Profiles:
The public profile is what most people will use to log in because it’s free and doesn’t require any credentials; all you need is your email address. Anonymous profiles allow an organization to track who has logged into their account without knowing that person’s email or full name but does not have access to certain features like creating reports or sharing data with other users outside of the company. A basic profile allows someone to log in using just an email while customizing which fields they can see when logging in for the first time.
49. What are Organization-Wide Defaults?
Organization-wide defaults are created on a per organization basis and are intended to apply to all users. These values will automatically appear in dropdowns when you create new profiles.
Default Organization-Wide Defaults:
- Language – English (US)
- First day of the week – Monday
- Daylight Saving Time Offset – None specified
- Time Zone offset from GMT – 0 hours 01 minute 00 seconds (-14400 minutes)
50. Explain Role and Role Hierarchy
A role is a list of permissions that can be assigned to an individual profile. The permission set defines what the user may or may not see in your application, how they interact with data, and other features.
Role Hierarchy: A Role Hierarchy determines which roles are available for assignment to profiles by listing them from the highest level (Super User) down through lower levels (Standard User). If you would like a non-administrator Salesforce account holder to have access only at the Standard User level then you will need to assign this role as part of their active default hierarchy.
51. Best practice of Creating Contact Sharing Rules
Contact Sharing Rules should be created to establish the level of access granted by contact, or group of contacts, to one another. The following questions will help you create appropriate Contact Sharing Rules:
- What is your desired sharing behavior?
- Who would like permission for viewing and reading data about this contact?
- How much information do they need?
The most common type of Share Rule allows users read-only access when working with individual records while full view permissions are applied on records in a list layout. You can also set up rules that allow lookup fields (fields returning more than just an ID number) such as Full Name from Account object to show up in related lists so it’s easier for Salesforce administrators to find other related records.
52. Can we use sharing rules to restrict data access?
Yes, you can. A typical scenario is when an account executive needs to share data from their own records with their manager so they don’t need to keep emailing or messaging the Salesforce administrator for info all day long.
53. How do we grant privileges?
You might want to restrict some of your workflows and reports from being seen by others outside your company (especially if that includes competitors). In this case, a Sharing Rule would be set up as “Don’t Share.” You may also want to limit access to certain lists in order for them not to show up in related list layouts. These are just two examples but there are many more scenarios where restricting data access comes into play.
54. Explain the governor limits.
Governor limits are the Salesforce Administrator’s way of limiting what users can do in their organization. In addition to giving you more control over your security, they also free up system resources for when your company’s data grows and becomes even more important.
55. Is it possible to bypass Grant Login access using Hierarchies in the case of standard objects?
Yes. You can change the permission so that a user is not granted access to an object, just because of their access level on another object
56. What are some benefits of using Single Sign-On (SSO)?
Single Sign-On is typically used by organizations so that employees don’t need separate passwords for every program but only one password with which to log into any of the programs. SSO also allows organizations to keep track of who has logged in and what they’ve done on their system, it can be a great way for companies to reduce human error such as forgetting passwords or making mistakes when typing them out when employees have hundreds of accounts that require separate login credentials.
57. What are some concerns about Single Sign-On (SSO)?
There are two main things that concern people: privacy and security. It’s important for an organization using SSO is encrypting all data traffic between devices so not only is information sent over encrypted channels but hackers will have difficulty breaking through the encryption if they manage to access your password database because there won’t just be a single password to try.
Relationship in Salesforce Interview Questions
58. What are the different types of Relationships in SFDC?
There are two main types of relationships in Salesforce: standard and custom.
- A Standard Relationship is a connection between two contacts that can share information with each other such as emails, notes about meetings or conversations, calendars etc.
- Custom Relationships were created when you wanted to create an interconnection between objects which don’t have any logical relationship but need to be connected for some reason so they came up with this option because there isn’t really anything else that will do what it needs without being complicated.
59. Explain the Lookup Relationship.
A Lookup Relationship is a connection between two contacts that can share information with each other such as emails, notes about meetings or conversations, calendars, etc.
This type of relationship has been used to connect any object so you could then link one contact’s account to another person if they are not directly related through standard relationships and it was designed for this specific purpose in mind: connecting contacts when there isn’t already an existing way to do it.
60. Explain Master-Detail Relationship.
A Master-Detail relationship is a connection between two objects where one object (Master) contains other relationships and the second object (detail) is connected to it by default with no options for customization, meaning that in order to create this type of relationship you need only have access to both records at once.
61. Explain Rollup summary.
A Rollup summary is a type of relationship where the detailed record has been summarized in some way to show information from other records.
62. Explain Junction Object.
A Junction Object is a type of relationship that can be used to tie together two different objects, usually one on the master object and another related record.
Salesforce Reports Interview Questions
63. What are Reports?
A report is a subset of records from the Salesforce database that are summarized or grouped together to form one document. Reports can be organized into dashboards, which provide an overview and summary of different related information.
64. What’re Standard Reports?
Standard reports are the default type of report that Salesforce provides. They allow for a quick and easy way to get data without configuring any specific filters or parameters, but they can be limited in what information you can filter on.
65. What’re Custom Reports?
Salesforce Custom Reports are reports that have been created and shared with other Salesforce users. They can be accessed by navigating to the Reports tab in any Salesforce object menu, selecting Customer Reports from the left-hand column, then searching for a specific report you’re looking for.
66. What’re Tabular Reports?
Tabular reports offer a more user-friendly experience. They’re also great for presenting information that you need quickly and easily – such as sales analytics or marketing campaign results in order to make decisions based on your findings.
67. What’re Summary Reports?
Summary reports in Salesforce provide a quick overview of data. They are particularly useful for getting a sense of how your business is doing without having to review every detail in the report – making them an invaluable tool when it comes to presenting information at meetings and presentations.
68. What’re Matrix Reports?
Matrix reports are another way to present information in Salesforce. They are ideal for showing multiple reports at once – like sales and campaign data, or revenue by region.
69. Who can run Reports?
Reports can be run by anyone in a Salesforce Organization who has the appropriate permissions, meaning that they are generally accessible to all users.
70. What is a bucket field in reports?
Bucket fields in reports are used for grouping records in any report. For example, if you wanted to show a certain number of reports on the same page but have different filters applied to each one – bucket fields would allow that.
71. How to export Reports?
Reports can be exported from Salesforce and imported into Microsoft Excel for further analysis. To do this:
- Select the report you want to export
- Click on ‘Export’ at the top of the screen – Choose what type of file format you would like it saved as (.xlsx) – Give it a name
Salesforce Dashboards Interview Questions
72. What are Dashboards?
Dashboards in Salesforce are like dashboards in your car that tells you how much gas is left or the temperature outside. They contain a number of key data points and metrics about an organization, including sales numbers, customer feedback scores, finance trends, etc.
73. What are Dashboard components?
Dashboard components are the pieces of information that you can add to a dashboard. These include metrics, gauges, images (if uploaded), and charts. When building your own dashboards in Salesforce Admin, there is no limit on how many different types of data points or components you can use to build them.
74. What are dynamic Dashboards?
Dynamic dashboards are an update on the traditional dashboard. They have a few key differences from their static cousin, including the ability to change colors and set parameters such as sales territory or date range.
75. What is a Dashboard layout?
Layout refers to how you decide to organize your metrics on this type of visual representation. You can group by a person (e.g., all for John), category (Eg., all in marketing), or time frame (all yesterday). Choose wisely!
76. Can I export my dashboard data into Excel or Google Spreadsheets?
Yes – if you want to take it offline with you so that others don’t see it while making adjustments, just go right ahead and save it out from there!
Salesforce Workflows Interview Questions
77. What is Workflow?
Salesforce Workflows are automated processes that run when a triggering event occurs. They can be triggered by data changes, schedule based events or other actions and they offer an easy way to automate routine tasks in Salesforce
78. What’re the different Workflow Components available in Salesforce?
Workflow components available in Salesforce and are what you need to set up a workflow:
- Trigger – Triggers the event that starts your flow, like an email being sent or data changes
- Action – The tasks performed when a triggering event occurs. For example, creating new records, sending emails
- Conditionals – When certain conditions are met during a workflow process it can be paused until those conditions have been resolved. Think of this as “wait” for workflows
79. Explain Workflow Rule in Salesforce.
Workflow Rules are what the name implies: a set of rules that control how workflows behave in response to certain events.” Workflow rules allow for complex trigger conditions. For example, instead of having one workflow rule that triggers when an opportunity closes without purchasing anything, we could have two different workflow rules–one for opportunities closed before they’ve been open long enough (like within 24 hours), and another for those not meeting these criteria. The first will email sales reps who didn’t close the deal; the second won’t.
Workflow rules can even have their own conditions, like a day of the week. So if we want to trigger the rule that sends sales reps who didn’t close an opportunity in 24 hours only when it’s Monday through Wednesday, we could set “Day” as one of our conditions so the workflow would never run on Fridays or “weekends.”
80. Explain Workflow Task.
Workflow tasks are a way of automating different actions. They are often used to automate the sending of automated emails after certain events happen in Salesforce, or trigger other processes like data exports when an opportunity is closed without purchase for example.
Workflows can be created and edited under Setup > Create > Workflow & Approvals > My Tasks
81. While creating workflow on Task, what difference observed on available actions?
The available actions depend on the type of action being triggered. For example, if a task is to be created when an opportunity is closed without purchase, there are different options for what you can do with that data in Salesforce after it’s been exported from your workflow.
82. Explain the difference between Trigger and Workflow.
Trigger is a record that allows you to execute another process whenever it’s updated. You can configure when an email should be sent, or who receives the email and which template they see from inside of Salesforce for example.
Workflow, on the other hand, is a set series of steps meant to achieve something more complex than just one action like sending an email after certain events happen in Salesforce, or trigger other processes like data exports when an opportunity is closed without purchase for example.
Salesforce Data Loaders Interview Questions
83. Explain Data Loader.
A Data Loader is a tool that does data imports for you. It can import from any type of database, Excel file, or even SharePoint site and it’s quickly becoming one of the most popular features in Salesforce Admin by not only making your life easier but also saving time!
84. What are the different actions that can be made using data loaders?
- Load data from an external database.
- Automatically create leads and opportunities for the event of a closed sale in Salesforce.
- Import opportunities to be automatically converted into cases when they are escalated or change ownership.
- Create new accounts, contacts, lead profiles, and other objects based on the information imported.
85. How can we insert a record using Data Loader?
We can insert a record using Data Loader by filling out the form fields, clicking on save, and waiting for the import to complete.
86. How to delete a record using Data Loader?
We can delete a record using Data Loader by filling out the form fields, clicking on save, and waiting for the import to complete.
87. What are some of the benefits that come with using a data loader?
Data loaders make your life easier not only by saving time but also by providing you with an automated way to insert records into Salesforce!
They allow us to automate tasks without having them assigned as a job or campaign which saves us time when we have many other different things going on at once.
Other benefits include reducing errors from loading data incorrectly and being able to track who is currently importing what object so no one does anything wrong.
88. Can we delete multiple records at once using Data Loader?
Yes! You can either use Query Search which will allow us to type in different criteria such as Lastname: Smith OR FirstName: Joe OR PhoneNumber:(555) 555-5555 and then export all of these results into one CSV file which can be imported back into Data Loader, click Save Listener Status->Upload Records->Import Records From File (or Import Record from Excel). Or you could use the “Delete Multiple Records” button on either a Listener Status page or in the Data Loader control panel.
You can also use Query Search to delete records by typing into search criteria such as Lastname: Smith OR PhoneNumber: (555) 555-5555 and then export all of these results to CSV file which can be imported back into Data Loader, click Save Listener Status->Upload Records->Import Records From File (or Import Record from Excel). Or you could use the “Delete Multiple Records” button on either a Listener Status page or in the Data Loader control panel. This is pretty awesome because we are able to update fields that may have changed like Company Name for example.
In closing …
There are always different perspectives and questions, but for the most part, if you focus on these main aspects – you will be able to immediately weed out the good and bad candidates.
But, do your own research, be prepared to ask these questions during the interview, and always act surprised.
As always feel free to contact us if you need any assistance!