Interview Questions

Salesforce Admin Interview Questions and Answers

Interview Questions December 28, 2018
Salesforce Admin Interview Questions and Answers

Salesforce Admin Interview Questions and Answers

Salesforce Interview Questions and answers for beginners and experts. List of frequently asked Salesforce AdminInterview Questions with answers by Besant Technologies. We hope these Salesforce Admin Interview Questions and answers are useful and will help you to get the best job in the networking industry. This Salesforce Admin Interview Questions and answers are prepared by Salesforce Admin Professionals based on MNC Companies expectation. Stay tuned we will update New Salesforce Admin Interview questions with Answers Frequently. If you want to learn Practical Salesforce Admin Training then please go through this Salesforce Admin Training in Chennai.

Best Salesforce Admin Interview Questions and answers

Besant Technologies supports the students by providing Salesforce Admin Interview Questions and answers for the job placements and job purposes. Salesforce Admin is the leading important course in the present situation because more job openings and the high salary pay for this Salesforce Admin and more related jobs. We provide Salesforce Admin online training also for all students around the world through the Gangboard medium. These are top Salesforce Admin Interview Questions and answers, prepared by our institute experienced trainers.

Salesforce Admin Interview Questions and answers for the job placements

Here is the list of most frequently asked Salesforce Admin Interview Questions and answers in technical interviews. These questions and answers are suitable for both freshers and experienced professionals at any level. The questions are for intermediate to somewhat advanced Salesforce Admin professionals, but even if you are just a beginner or fresher you should be able to understand the answers and explanations here we give.

Q1) What is Salesforce? Cloud computing and benefits?

Salesforce is a powerful CRM (Customer Relationship Management) tool that works on cloud computing technology.
Cloud computing: Technology in which the applications are hosted somewhere (simply called on the cloud) and users can access those applications from anyplace without installing it.

Cloud computing provides:

  • Paas (Platform as a service)
  • Raas (Recovery as a service)
  • Saas (Software as a service)
  • Maas (Maintenance as a service) etc.
  • Iaas (infrastructure as a service).

In salesforce, we use only Paas and Saas. with Paas, a platform to code – you can develop your own application,
Eg: force.com. With Saas, you can use the application without installing anything on your computer

Eg: Salesforce.com.

Q2) What are standard and custom objects?

In simple Object refers to tables in database.
Standard objects are by default provided by Salesforce and uses don’t have more control over it like sharing and other functionalities.
There are many standard objects available, few Examples are Account, contacts, Opportunities, Cases etc.,
Custom Objects are users created objects and the users have all levels of access to it.
To create a custom object go to,
Setup-> create->Object-> New custom Object.

Q3) What is MVC architecture?

There are many architectures available like Client server architecture, Standalone architecture etc.,
Salesforce uses MVC architecture i.e., Model View and Controller Architecture.
Model – It deals with Database designing like Table, fields creation, data types etc.,
View – It deals with UI (User interface) customization like Page layout, designing of the page etc.,
Controller- It controls the data flow between Model and view.
You can use Point and click tools like Workflow, approval process, process builder etc., to achieve the control or you can use Apex programming like Classes and triggers.

Design of Database,
Table, fields etc.,

Q4) What is governor limits and Multi-tenant Architecture?

Multi- tenant means shared by many. Since, Salesforce is a cloud tool and millions of users are using it at a time. In order to avoid mono-poly (influence of single or group of users) on cloud Salesforce provides limits for all functionalities and those limits are called Governor Limits.

Q5) What are fields in sales force?

In simple, fields refers to columns in database table.
Users enters the data inside the fields only. There are two types of Fields.
Standard fields – Once a object is created, four fields are created by default they are,
Name/number depends on the object.

  • Owner
  • CreatedBy
  • Last ModifiedBy
  • Custom fields – Custom fields are user created fields and we have various data types to be selected while creating a field. Some of them are, Text, number, phone, email, decimal etc.,
Q6) What is mean by field level security?

You can restrict access to the fields for the users using field level security. You can make a field required or read-only, hidden by using field level security.

Q7) What are page layout? Record types?

Page layout is a user interface customization. You can organize buttons, links, fields, related lists, visual force pages and quick actions etc., using page layout. To create a new page layout,
go to,
Setup-> customize\create-> objects->select an object->pagelayout.
You can customize the contents of a page for different users using pagelayout.
Record types: By default, you can have only one page layout per profile, if you want to have more than profile then you have to use record type. It provides different business processes, pick-list and page layouts for users.

Q8) What are roles in Salesforce?

Roles controls Records (RR). They are used to control records in salesforce. Each user is assigned with one role. No such configurations like profiles are required for roles. It works with Hierarchy but you need to setup hierarchy for roles.
To setup roles level hierarchy. Go to,
Setup-> Manage Users-> roles.
For example,
Top level role like manager can see all his bottom level roles records.
With Role hierarchy, manager role gets record level access for all his below user roles.

Q9) What are profile in Salesforce?

A basic requirement for a user creation is profile without selecting a profile user level creation is not possible as it is used specifies all the basic information\ permissions to object, fields, apps, tabs, apex class, visual force pages, record types, login hours, ip ranges.
A profile is a collection of permissions and settings for users in Salesforce. A user can have only one profile at a time but one profile can be assigned to any users.
To create a profile, go to,
Setup-> manage users-> profile->new profile.

Q10) What are Permission set in Salesforce?

A permission set is similar to profile as it is also used to provide permissions to users. If you want to give any specific permission to few users with same profile, then you can use permission set. Permission set is used to extend the permission for particular users with same profile.

Q11) What is sharing setting?
  • In an organization, if a user record needs to be shared to other users then we can use sharing setting. The record can be set as private, public read-only or public read-write. The access are of two type, external access and internal access.
  • If the external access is set a private, then the customers, portal users cannot see the objects records, they can see only their own account records.
  • If the internal access is set a public read-only then internal user can view that user data.
  • If the internal access is set a public read-write then they have full access to the records.
    To manage sharing setting, go to,
  • Setup->security controls-> sharing setting.

Setting an object to Private makes records visible to record owners and those above them in the role hierarchy, and access can be extended using sharing rules.

Q12) What are relationships in Salesforce?

A bi-directional association between two objects to establish link with two objects.
There are two major types of relationship in Salesforce

  • One- to – many
  • Many – to – Many

Apart from this we have self – relationship (creating a relation to that object itself)
These relationship can be achieved by

  • Look-up relationship.
  • Master –detail relationship.
Q13) What is a look-up relationship?

To establish a relationship between two objects to get the records from one object to another using look-up field. This relation is not so strongly bounded like master – detail. You can have upto 40 relationship per object.

Q14) What is master details relationship?
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It is a very strong relationship between two objects. The child object (sharing of record\owner ) is completely dependent on parent object. If the parent is deleted then all its associated child’s will be automatically deleted. Roll-up summary is available in master detail relationship.
We can have maximum of 2 master detail relationship per object.

Q15) What is roll up summary?

A roll up summary is used to calculate the values of the child records and displays in the parent object as a read – only field. You can sum, count, minimum and maximum the values of the fields of child object.

Q16) What are reports and its types?

A report is a list of records displayed with certain criteria that users define. The records can be grouped, filtered and sorted based on requirements. We have 4 types of reports they are,

  • Tabular format
  • Matrix format
  • Summary format
  • Joined Format

T0 create a report we need to keep 5 things in mind.

  • Report Type – (template, simply object or related objects that you want to create a report).
  • Fields – fields in the objects you want to display in the report.
  • Filters – we have many filters like Field filter, cross filter, row limit, logic filter.
  • Format – Tabular, matrix, summary or joined format
  • Folder – after creating a report you can save it in a public folder or you can create a folder.
Q17) What are Dashboards?

A Dashboard is the graphical portrayal of the information produced by a report or different reports. Dashboard part types can be graphs, tables, measures, measurements, or different segments that you can make with Visual Force.
Dashboard has two primary things, information source and segments
Information source is the report that you need to show graphically
Part is the kind of graphical portrayal like diagrams, table and so on.
We can have most extreme of 20 dashboard in a solitary dashboard board.

Q18) What is the workflow & approval process?

Work flow and approval process are simply point and click tools to automate your business logic without writing any code. When ever a record is inserted or updated in an object, you can perform certain actions using workflow rule.
The actions in work flow and approval process are,

  • New task
  • Email alert
  • Field update
  • Outbound message.

The main different between workflow and approval process is,
In Workflow, action is carried out based on the criteria the user has provided but in approval process the action is based on the approver.

The things to keep in mind while creating work flow is
Object – name of the object that you want to write workflow
Criteria – we have rule criteria and evaluation criteria
Action- choose any on the four action shown above.
In approval process we need to keep in mind,
Object – name of the object
Criteria – criteria if anything needed
Approver – approver has to be selected for approving the record, based on the approver only the action is performed.
Action – Select anyone from above four.

We can have up-to maximum of 10 actions in a single workflow.

Q19) What is process builder and difference between process builder and workflow?

A process builder is a tool to perform automation without code whenever a record is created or updated. It is similar to workflow but it has more advantages than work flow.
Using process builder, you can perform various actions like,

  •  Create a new record
  • Post to chatter
  • Update related record
  • call a flow
  • Call apex\ another process
  • submit for approval
  • Email alert
  •  Quick action

In workflow, we can only update records from child to parent but in process builder both child to parent and parent to child record update are possible.
We can have a control over order of execution using process builder.
Disadvantages:

• Even though process builder is very better than workflow but it has few disadvantages like

• Deleting a record is not possible.

• You can update a record in the objects that are in relationship.• Outbound message action is not available in process builder.

Q20) What are validation rule?

Validation rules are used to validate the data based on the formula or criteria that a user provide. Before saving a record into the database, the validation rule checks whether the entered data is correct or not based on the user given criteria.
To create a validation rule, go to
Setup-> object-> click validation rule.

Q21) How to delete a user in Salesforce?

We cannot delete a user in Salesforce. However, we can inactive or freeze a user.
Go to,
Setup–>manage users–>select that user and click freeze or uncheck the check box active.

Q22) What are the ways to store images files and documents in Salesforce?

• We can store those data by,
• Libraries
• Notes and attachments
• Static resources
• Chatter files
• Documents

Q23) What is a static resource?

Static resources allows us to store the images, gif, css files, jave script, jar files and also in zip format that are used in visual force page. A single file should be less than 5MB and an organization is provided with maximum of 250 MB size.

Q24) What are data loader, import/export wizard?

• A import and export wizard are used to upload or download records from Salesforce. You can process upto maximum of 50,000 records at a time. If you want to process more than 50, 000 records then you can use data loader.
• In data loader you can process upto 5 million records.
• The only tool in Salesforce where you need to install in your pc to use it is data loader.
• If you want to perform more than 5 million records then you need to use some third party tools like apex data loader, jitter data loader etc.,

Q25) How the release in Salesforce works? What are the releases? What is AppExchange?

Generally, Salesforce has 3 major releases every year i.e., every four months once. They are
Spring – around the month of February.
Summer – around the month of june.
Winter – around the month of October.
AppExchange is the market place to get the managed packages(applications) for Salesforce. Similar like play store in android.

Q26) How to customize the Standard application Label & Logo in Salesforce?

We cannot customize the standard application label & logo. We can only customize the custom application log & label.

Q27) Can we change the assigned Custom object to Custom Object Tab once it got created?

There is no option to change the object that is assigned to tab once it got created.

Q28) In many-to-many relationship, in which scenario user can’t delete a parent Record?

Parent record is having more than 200 junction record associated with it.

Junction record which is associated with this parent record is having rollup summary field that rollup to another parent.

Q29) How to make Login Button visible in User Account page?

By enabling “Grant Login Access” for particular user. We can see “login” button under user detail page of that user.

Q30) Why we create Connected App in Salesforce?

Connected App is created in situation where external application wants to connect with our salesforce organization.

Example: When external application wants to make Rest Call to Salesforce Org.

Q31) What happens to related opportunity when associated Account is deleted?

Account & Opportunity relationship acts as master detail relationship in backend.

So when Account record is deleted associated opportunity record is also got deleted.

Q32) How many login history records we can track using Login History in Setup?

We can track 20000 records of last six month login history.

Q33) If a user grants login access to an admin and the admin makes a setup change, how we can track it?

In setup, we can download setup audit trail, where we can see the user name who made the changes in Delegate user columns.

Q34) How to set name that will appear on your outgoing Email from Salesforce?

Go to Email setting from the My Personal information and set outgoing Email Name.

By setting this value, any outgoing Email from Salesforce org will have this name associated with Email id.

Q35) How to prevent deletion of Parent record if there is related child record present in lookup relationship?

While creating lookup relationship, we can define this under “what happens when parent record gets deleted” section.

Q36) Can we set Default value for controlling picklist?

We can set default value for controlling picklist but not for dependent picklist.

Q37) When we convert existing picklist to controlling or dependent picklist what happens to the existing record?

When we convert existing fields to dependent picklists or controlling fields, it doesn’t affect the existing values in your records. After conversion, the dependency rules apply to only new records and to any changes to existing records.

Q38) Can user who don’t have “View Encrypted Data” permission edit the Encrypted field?

Encrypted fields are editable regardless of whether the user is having the “View Encrypted Data” permission.

Q39) Can we create Detail Record in Master Detail Relationship without associating master Record?

No. We can’t create detail record without associating master record. One master record can be associated with multiple child.

Q40) What are the fields are available when you select sum as the roll-up type?

Integer, Currency, Percentage

Q41) What are the fields can be inserted into formula editor while creating formula field?

Global Variable, Hierarchical Custom Setting, Objects and related parent objects.

Q42) What is the functions which is used in Validation Rule for checking whether newly created record or not?

ISNEW function is used to check whether record is newly created or not.

Q43) How to assign the particular record type case to particular owner automatically without using Assignment Rule?

We can create workflow rule and define every time record is created.

Give criteria using record type and use field update action for updating owner field.

Q44) Can we access Related Records fields using Workflow Rule?

We can only access and update parent record fields if it is in master detail relationship.

Q45) How to send message to External system from salesforce upon updates to salesforce Records?

We can create workflow rule on particular object.

Give required condition for triggering the workflow rule.

Add Send outbound message action for sending message to external system.

Q46) What happens to the record which is pending to execute in Time Based workflow Queue when record is changed from meeting criteria to not meeting criteria?

Pending action is removed from timed based work flow queue. It will not get executed.

  • How to make currently assigned approver to edit the record once it is submitted for approval Process?
    • While creating the approval process we can enable this permission.
  • How to edit the System Administrator Profile?
    • We can’t edit the system administrator profile. If there is requirement for that, we can clone the existing system administrator profile.
Q47) In one Profile, For Custom object Student__C edit permission is not given. How can we enable edit permission for only 3 user in that profile without modifying the Profile?

For extending the permission that we gave in profile, we can use permission set. We need to create new permission set and give edit permission and add those user to this permission set.

Q48) What are the Report Formats is available for creating Dashboard?

Summary and Matrix Report. Tabular and join report is not available for creating dashboard.

Q49) Give me the Scenario where we need to create Custom Report Type?

Scenario where we need to create entirely new report type by adding objects and specified fields.

Q50) User A wants to give edit permission for his Case Record to User B (Who is having only Read Permission), how User A can give Edit permission to User B?

Manual Sharing

Q51) Can we modify “Grant Access Using hierarchies” feature of Standard object?

No we can’t modify for standard object. We can only modify for custom object.

Q52) In OWD, Case object sharing setting is Private. How to enable Edit permission for only Specific Profile Users?

Sharing Rule

Q53) How to make the field required in the UI Level and not required in the API or Code level?

Enable field required in page layout level.

Q54) Profile associated with user is having Edit permission for case object. But we need to restrict the user from editing the case records. How we can achieve this?

We can create validation rule and validate by using user id.

Q55) Can one queue have another queue as a Member?

No. We can’t add one queue into another queue. But one public group can have another public group.

Q56) Can Public group owner of the Record?

Public group can’t be direct owner of the record. We can add public group to queue and queue can be the owner of the record.

Q57) How to show different picklist values to two different profiles?

Create a different record type and assign different picklist values.

Q58) How to restrict the user from logging in from specific IP Address?

We can add IP address in profile level. So those profile can only login to org specified in the IP address specified at their profile level.

Q59) How to extract the string that is present after “@” in email field and store in different field of same record. How can we achieve it using salesforce declarative approach?

Create Formula field in salesforce and achieve it by using substitute, left and Find function.

SUBSTITUTE(Email, LEFT(Email, FIND(“@”, Email)), NULL)

Q60) What happens when we add IP Address range in Trusted IP Address?

Trusted IP Ranges define a list of IP addresses from which users can log in without receiving a login challenge for verification of their identity, such as a code sent to their mobile phone.

Q61) I have one requirement where all users in salesforce Org has to send mail using same From Address in the Email. This from Address should be available to all users in org when they send any email from salesforce. How can I achieve this?

For this requirement,  you can define a organization-wide addresses for all user profile.

Q62) I contacted salesforce for clarifying some challenges that I face in my org. Salesforce team is asking for Org id. How I can find out?

Setup à Company information à Org id

Q63) What is the different between transferring the record using mass transfer and sharing the record using sharing rule or manual sharing?

While transferring the record ownership of the record gets changed. But while sharing the record ownership is not changed, we are just giving permission to other users on our record.

Q64) While importing data using data loader whether it follows allornone approach?

Data loader doesn’t use allornone approach. If one record gets failed in 100 records, remaining 99 records will get processed.

Q65) When manual sharing button is visible to user in Record Detail Page?

We have to enable it in OWD sharing setting. OWD for object should be private/public readonly.

And it should pass any of the below condition:

Administrator, Record owner, User above in role hierarchy of record owner, User granted with full access sharing.

Q66) How to create new field that is used for categorizing based on existing record field values and it should be available only in report and not in object definition?

Use bucket field for categorizing. It will be only available in Report.

Q67) When user clicks on the link available in the Detail page, it should redirect to Edit page of the record. How we can implement this. ?

We should not use standard Edit button for redirecting to Edit page of the record.

Q68) We have one text field with more than 255 characters. Field tracking is enabled for that. User updates that field to new value. Can we see old and new value in Field History?

Any Changes to fields with more than 255 characters are tracked as edited, and their old and new values are not recorded.

Q69) Is there any option that is available in salesforce for arranging the picklist values alphabetically?

After adding the picklist value in Salesforce. We can arrange it using Arrange picklist values alphabetically in Picklist Field Definition Page.

Q70) Whenever opportunity record is created or edited with amount greater than 10,000. Salesforce has to automatically send mail to specific group of recipients. How can we achieve this?

Create Workflow Rule with Evaluation criteria “every time record is created and edited to subsequently meet the criteria” and add Rule criteria opportunity amount >= 10000.

Add Send Email Alert action for sending the mail and add Email template for formatting the Email.

Q71) What is the difference between deactivating and freezing the user?

When we freeze the user, user loses all permission. User won’t be able to login to salesforce. But still License is assigned to the user.

When we deactivate the user, license also removed for that user.

Q72) What is the difference between Export and Export All in Data loader?

Export doesn’t takes data from Recycle Bin. But Export all takes data from Recycle pin as well.

Q73) What are the fields can be used for mapping while upserting the record in Salesforce?

Salesforce id or field with External id can be used for mapping while upserting the record in salesforce.

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