0% found this document useful (0 votes)

1K views

Salesforce Admin Interview Questions

Roles determine which records users can view and whether they can edit or delete them. Profiles control which objects and fields users can access. Permission Sets provide additional permissions beyond what Profiles allow. Public Groups and Queues allow records to be shared with or assigned to ad hoc groups of users. Lookup relationships relate records while master-detail relationships enable roll-up summary fields and make child records invisible. Validation Rules enforce business logic by displaying error messages. Process Builder and Flow automate processes through configurable logic and screens. Communities allow customer and partner access through a customized portal.

Uploaded by

Faiz

We take content rights seriously. If you suspect this is your content, claim it here.

Available Formats

Download as DOCX, PDF, TXT or read online on Scribd

0% found this document useful (0 votes)

1K views

Salesforce Admin Interview Questions

Uploaded by

Faiz

We take content rights seriously. If you suspect this is your content, claim it here.

Available Formats

Download as DOCX, PDF, TXT or read online on Scribd

You are on page 1/ 77

Data Security and Record Sharing

1. What is a Profile?
Profiles and Roles work together to determine which records users can see and what
they can do with them. Profiles are always required and control which objects and fields
users can access. They also determine whether users can create, edit, or delete
records.

8. What is a Roll-up Summary field?

A Roll-up Summary field is available on the master side of a Master-Detail relationship.
It allows administrators to aggregate data from related detail records (count them, sum
a numeric value on them, etc.) in real time. Ability to have Roll-up Summary fields is the
top reason why you’d consider a Master-Detail relationship.

15. What is a Flow?

Flow is the granddaddy of declarative automation tools. The logic required to perform
actions is less rigid than the other tools, so you can do things like have branching
decisions and looping through actions. You can also perform additional types of actions
such as deleting records or creating/editing records unrelated to the original starting
point.

Finally, Flow is the only declarative automation tool that allows admins to build custom
screens to interact with users and can greatly improve the user experience in Lightning
(which is required for Screen Flows.)

NB. Community Cloud was renamed to Experience Cloud

 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?

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?
o While creating the approval process we can enable this permission.

 How to edit the System Administrator Profile?

o 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.

1. What is Cloud computing?

“Cloud Computing is a new trend in IT development, deployment, Delivery
module of business Products, Services that are provided over the internet that
are been used by the real time User“
 Read more on Cloud Computing => What is Cloud Computing.
2.Expand CRM and briefly explain about CRM ?
Full form for CRM or Acronym for 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.
 Read more on CRM :- What is CRM.
  3. List some CRM Software’s?
We have number of CRM softwares which are provided by top CRM companies
some of them are listed below depending upon their present market.
1. Salesforce CRM.
2. Microsoft Dynamics CRM.
3. Oracle CRM.
4. SAP CRM.
5. Sage CRM.
6. NetSuite CRM.
7. Oracle CRM on Demand.
8. Oracle Sales Cloud(Fusion CRM).
9. SugarCRM.
10. Nimble
  4. 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.
 Read more on Cloud Computing Advantages :- Cloud Computing Advantages.
5. What is the definition of CRM?
“Cloud Computing definition given by NIST (US National Institute of
Standards and Technology) : Cloud Computing is a model for enabling
ubiquitous, convenient, on-demand network access to a shared pool of
configurable computing resources that can be rapidly provisioned and released
with minimal management effort or service provider interaction“.
6.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
1. Public Cloud.
2. Private Cloud.
3. Hybrid Cloud and
4. Community Cloud.
7. 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.
Get more details on Paas :- What is PaaS.
8. 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 .
 Get more details on SaaS :- What is SaaS.
9. 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.
 Get more details on IaaS :- What is IaaS.
10. What is Public Cloud?
Public cloud can be available to people across the world. In this Public Cloud
the user has no control over the resources.
11. What is Private Cloud?
Private Cloud Can be accessed only with in the limited premises. In Private
cloud Cloud Services Providers Cloud infrastructure to particular Organization or
Business specially. This Cloud infrastructure is not provided to others.
13. What is Hybrid Cloud?
Hybrid Cloud is the combination of number of clouds of any type but the cloud
has the ability to allow data and / or applications to be moved from on cloud to
another cloud. Hybrid Cloud is a combination of (Public Cloud ,Private Cloud,
Community Cloud). Here API is used as an interface between public and
Private Cloud.
14. What are the different types of Cloud Service providers?
Cloud Service Providers are those who provide cloud services to the business
and customers or consumers. Cloud Service providers will have huge data base,
Data centers, infrastructure, software’s, platform and hardware systems.
 Get more details on Cloud Service providers :- Different Cloud service
providers list.
  15. Difference between Public and Private Cloud?
Public cloud can be available to people across the world. In this Public Cloud
the user has no control over the resources. Where Private Cloud Can be
accessed only within the limited premises. In Private cloud Cloud Services
Providers Cloud infrastructure to particular Organization or Business
specially. This Cloud infrastructure is not provided to others.
16. Salesforce.com is based on which cloud computing Service ?
Salesforce.com is based on Software as a Service ( SaaS).
17. What are common factors on SaaS, PaaS, and IaaS?
SaaS, Paas and IaaS are the three types of services provided using “cloud”.
Their common factor for providing services to organization and customer is
the “CLOUD”depending upon the types of the service they need. Saas provides
Software service on cloud where PaaS provides Platform for application
development and finally IaaS provides Infrastructure.
18.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.
Get more details on Salesforce :- What is Salesforce.
19.Different Salesforce Editions?
Salesforce.com provides different types of editions and features depending upon
the cloud. For Sales cloud it provides four different types of editions. They are
1. Group.
2. Professional.
3. Enterprise.
4. Unlimited.
20.Number of Salesforce Editions released per year?`
Salesforce Releases e updates for every year. They are
1. Spring.
2. Summer.
3. Winter.
21.Difference between Salesforce.com and Force.com?
Salesforce.com and fore.com are relatively same but they are different in their
functionality. Salesforce.com is used to develop CRM functionality based
application where force.com is used to customize our data model, business logic
and User interface
22.What is Database.com?
Database.com is a type of service provided by Salesforce.com to enhance the
power of Salesforce.com CRM applications. Database.com provides “Data as a
Serivce” to subscribers.
23.How many types of portals are available in Salesforce?
In Salesforce.com we have three types of portals. They are
1. Customer Portal.
2. Partner portal.
3. Self Service portal.
24. 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 Salesforce.com some of them are sales, marketing, chatter, site.com,
work.com etc.
We can create new application and also customization for the existing apps in
Salesforce.com. To create new app in sfdc go to Setup=>Build=>Create=>App.
25.Different types of object in Salesforce.com? And why they called
so?
In Salesforce.com we have two types of objects. They are
1. Standard objects.
2. Custom Objects.
 Standard Objects :- Standard objects are called so because they are created and
provided by Salesforce.com.
 Custom Objects :- Custom objects are those which are created by an User in
salesforce.com.
Get more details on Salesforce objects:- Objects in Salesforce
26.What is an object in Salesforce?
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.
To create custom fields go to Setup=>Build=>Create=>Object.
27.What is TAB in Salesforce?
Salesforce.com 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 they are.
1. Custom Tabs.
2. Visualforce Tabs.
3. Web Tabs.
28. 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.
Learn how to create custom fields :- Custom fields.
29.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
Salesforce.com.
 Custom field for custom objects store unique data or information of an
organization.
30. How many custom fields can I created in an object?
In Unlimited edition we can create up to 500 fields per object. In professional
edition we can create up to 100 custom fields per object.
31. 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.
1. Standard Profile.
2. Custom Profile.
 Standard Profile : Profiles created by force.com are called Standard Profiles.
 Custom Profiles :Profiles created by user are called Custom Profiles.
32. What is Role ?
Role Hierarchy settings make the managers and subordinates to edit, and
view the records. The users in the Hierarchy can be able to view, edit and
report all the data shared.
To create roles in salesforce go to setup=>Administer=>Manage Users=>
Roles.
33.Difference between Role and Profile?
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.
Profiles :- Using profile object level and field level access can be made like
general permissions, tab level permissions, read & write permissions etc.
34. Number of standard profiles available in Salesforce.com?
In salesforce we have 6 standard profile they are.
1. Standard user.
2. Solution manager.
3. Marketing User.
4. Read only.
5. System administrator.
35. 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.
36.Tell me about Company Profile?
In salesforce.com company profile consists of information about language,
locale, time zone, number of licenses, storage and available space, about fiscal
year, address and currencies.
37.How to get security token in Salesforce.com?
To get security token in salesforce.com go to your name=>Personal=>Reset
my Security token.
38.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.
1. Standard fiscal year :- To change starting month of the fiscal year this type is
used.
2. Custom fiscal year :- We can set custom fiscal year dates like quarters, weeks.
39.What is a dependent picklist?
Dependent Picklist allows to contain multiple values and pick value one among
them or Multiple values among them. Dependent fields depends upon controlling
field.
Read more about dependent Picklist :- Dependent picklist.
40.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.
41.How to delete user from Salesforce?
In salesforce.com, 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=>Click on Freeze.
42.How to freeze users in salesforce.com?
In salesforce.com, 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=>Click on Freeze.
43.In how many ways can we store files, images and documents in
salesforce.com? what are they?
In Salesforce.com we can store files, images and documents in 5 types they are.
1. Attachments.
2. Documents.
3. Google drive.
4. Libraries.
5. Chatter Files.
44.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.
45.List some standard indexed fields in salesforce.com?
Id, name, owner fields, lookup fields, master-detail relationship fields, audit dates
like Last Modified dates etc are the standard indexed fields in Salesforce.com.
46.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.
47.Which fields cannot be added as a custom Index?
Formula fields.
48.In salesforce, Can two users’ can have same profile?
Yes.
49.Is it possible to edit formula field values in a record?
No.

Salesforce interview Questions on Security

50. 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. They are
1. Manual Sharing.
2. Automatic Sharing.
51. What is Manual Sharing?
Manual sharing is the process of sharing records manually.
52. What is permission set?
Permission sets in salesforce.com 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.
53. 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.
54. 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.
55. How many field dependencies we can use in Visual Force page?
We can use up to 10 field dependencies in visualforce pages.
56. 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.
57. 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
58. 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.
59. What is a User Record?
User records consist key information about the user.
60. 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. They are
1. Users.
2. Queues.
61. 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.
62. 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.
63. What is Access at the Role Level?
Access at the role level depends upon the organization wide defaults.
64. What are the different types of Sharing Rules in Salesforce and explain
them?
1. Account sharing Rule.
2. Contact Sharing Rule.
3. Case Sharing Rule.
4. Opportunity sharing Rule.
5. Lead Sharing Rule.
6. Custom Object sharing Rule.
65. In how many ways can we share a record?
Records can be shared in 5 types they are
1. Role Hierarchy.
2. Organization Wide Defaults.
3. Manual Sharing.
4. Criteria Based Sharing Rules.
5. Apex Sharing.
66. Best Practices of Creating Contact Sharing Rules?
Organization wide default settings are used to set red, write, read/write
permissions
67. How can i provide record level access to user’s in an organisation?
then what should i use from Salesforce security model?
Get more details on record level security :- Record level security in salesforce.
68. If i want Object level accesses then what should i use from Salesforce
security model?
Get more details on object level access. Object Level Security in Salesforce.
69. What are governor limits?
Governor Limits in Salesforce.com are the run time limits enforced by the
apex runtime engine to write scalable and efficient code.
Read more on Governor Limits :- Governor limits in Salesforce.
70. Is it possible to bypass Grant Login access using Hierarchies in case of
standard objects?
Yes
71. Can we use sharing rules to restrict data access?
No, sharing rules cannot restrict data access.
72. 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.
Salesforce Interview Questions on OWD

73. How can you change the setting “Grant Access Using Hierarchies” for
Standard Objects ?
It is not possible , by default Grant Access Using Hierarchies options are enabled
for standard objects and they can not be changed.For custom objects we can
change “Grant Access Using Hierarchies “settings .
74. What are the Mandatory points that you think while creating User and Role ?
It’s Profile.
75. While setting OWD (Organization wide sharing), can we change/modify the
setting of child record in case of Master-Detail relationship?
No, we can not change the settings of child record in Master Detail relationship
because child record is controlled by parent record.
76. Number of accesses available in Organization Wide Defaults and what are
they?
We have 13 types of access in Organization default settings. They are
1. Private
2. Controlled by parent
3. Public Read Only.
4. Public Read/Write.
5. Public Read/Write/Transfer.
6. Public Full Access.
7. Use.
8. No Access.
9. View Only.
10. Hide Details.
11. Hide Details and Events.
12. Show Details.
13. Show Details and events.
77. 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 ?
1. First check that every field used in report has Field level security for external
users.
2. Check whether Standard Report Visibility settings are enabled, if it is enabled
user can be able to see reports which are based on standard report types.
3. Now external user can be able to access sensitive information of internal user.
Salesforce Interview Questions on Relationships
78. What are the different types of Relationships in SFDC?What are they?
They are four types of Relationships in Salesforce.com. They are
1. Master-Detail relationship.
2. Look-up Relationship.
3. May-Many Relationship.
4. Hierarchy Relationship (we can not use this relationship).
79. What is a “Look-up Relationship”?
 No parent is required.
 Relationship is optional.
 No impact on Security.
 Roll-Up summary fields cannot be available.
 25 look-up relationships can be created to one Object.
80. What is “Master-Detail Relationship”?
We create Master-Detail Relationship using Junction Object in Salesforce.
 Child record must have a associated parent.
 Cascade record-level security.
 Cascade record deletion.
 Roll-up Summary fields can be established.
 Standard objects can not be a detail object.
 Standard Objects can be a Master object
 Maximum 2 Master-Detail Relationships can be created to a Object.
 Records can be re parented.
Get more details here :- Master-Detail Relationship
81. What is a “Self Relationship”?
Self Relationship is nothing but creating relationship between two same objects.
This Self Relationship is a Look-up Relationship to the same object.
82. What is Roll-up summary?
Roll-Up Summary field in salesforce calculates values from a set of related
records.
83. Define various characters of Roll-up Summary Field?
1. Roll-Up Summary field can be created only in a object which is referred as a
object with a master detailed relationship field.
2. Roll-Up Summary field can only created for Master-detail Relationship.
3. Roll-Up Summary field can not be created for Look-up Relationship.
4. It Derives the data from child Object.
5. We can’t change field type of a field that we reference in a roll-up summary
field.
6. Auto numbers are not available here.
7. Roll-Up Summary fields are not available for mapping lead fields of converted
fields.
84. List out the functions of Roll-up Summary field ?
 Count : It calculates the total number of related records.
 Sum : It totals the values of selected fields.
 Min : Displays lowest value.
 Max : Displays the highest value.
85. What is Many-Many Relationship in Salesforce ?
 Many-Many Relationships between two objects can be created.
 Junction Object is used to create Many-Many Relationship.
 Junction object can also be called as Join Object.
 Junction Object links each objects in Many-Many Relationship.
86. How to create Roll-up summary field on look-up relationship?
https://www.salesforcetutorial.com/how-to-create-roll-up-summary-fields-in-
salesforce/
87. Can we have Roll up Summary fields in case of Parent-Child Relationships?
No.
88. Is it possible to edit Roll up summary field value in a record?
No. roll up summary fields are read only fields and they can not be edited.
89. Is it possible to create Roll up summary field on parent object ?
Yes, we can create Roll up Summary field on parent object only with master
detail relation between objects.
90. How to create Many – to – Many relationship?
https://www.salesforcetutorial.com/many-to-many-relationships-in-salesforce/
91. What is Junction Object?
In salesforce, Junction Object are the part of the objects which joins one object
to another. These are specially used to join many objects in Many to Many
relationships.
92. What are the main things need to consider in the “Master-Detail
Relationship”?
Cascade deletion of the child records is done when parent record is deleted in
Master-Detail Relationship.
93. Can we convert the look up relationship to Master Detail relationship? If so
How can we convert?
Yes, we can convert Look-Up relationship to Master-Details Relationship.
Conversion can be done only if all the fields have valid look-Up fields values
only.’
94. Can we create Master Detail relationship on existing records?
Yes, It is possible to create Master-Detail Relationship on existing record. First
we have to create Look-Up relationship to a record then convert it to master-
Detail Relationship.
95. How to create many to many relationships between two objects?
Many to Many Relationship can be created using Junction object.
Learn how to create Many to Many Relationship in Salesforce.
96. In case of Master-Detail relationship, on Update of master record can we
update the field of child record using workflow rule?
No
97. In case of Master-Detail relationship, on Update of child record can we update
the field of Parent record using workflow rule?
Yes, we can updatethe field of Parent record using workflow rule.
98. What happens to detail record when master record is deleted?
When master Record is deleted, it’s detail records are also deleted.
99. What happens to child record when a master record is deleted in Look-up
Relationship?
Child records are not deleted.
100. A custom object contains some records, now my requirement is to create
field in this object with master detail relationship.
No. we can no create master detail relationship first create look up relationship
and associate look fields for every parent record and then convert this to Master
detail relationship.
101. Can we create both master detail relationship and Look-Up Relationship at a
time ?
Yes, we can create.
Salesforce Interview Questions on Reports & Dashboards.
102.What are different kinds of reports?
There are three types of reports in salesforce.com they are
1. Tabular reports.
2. Summary reports.
3. Matrix reports
103.What are Standard Reports?
Standard reports in salesforce are those provided by salesforce.com. These type
of reports can not be deleted and used primarily for creating custom reports.
104.What are custom Reports?
Custom reports in salesforce are those created by user with specific criteria.
These type of report can be deleted, edited and stores in personal folders.
105.What is a Tabular report ?
Tabular reports in salesforce are those where the data is displayed in the form of
list. In Tabular reports custom data is arranged with out subtotals.
106.What is a Summary Report?
Summary reports in salesforce are those where the data is displayed in the form
of summary format. Sorting, sum-total of data can be available in this report.
107.What is a Matrix Report?
Matrix reports is salesforce are those where the data is arranged in grid format
having rows and columns. Data is arranged vertically and horizontally in tables
like excel format.
108.What is Trend Report?
Trend reports in salesforce are those which displays historical data. Trend
reports are used to analyse which fields contains data that we want to leave out.
109.What are Custom Report Types?
Custom report types in salesforce allows us to build framework in the report
wizard when creating custom reports. This custom reports can be created
between standard and custom objects.
110.Who can run Reports?
In Salesforce.com, most reports run automatically when we click on the report
name. If we want to run a report click on “Run Report” to run automatically.
111.What is a bucket field in reports?
In salesforce reports, bucket fields are used to categorize reports records . When
we use bucket field in reports there is no need of creating formula or a custom
field.
112.Is it possible to delete reports using Data loader?
No, it is not possible to delete reports using data loaders.
113.What are Dashboards?
Salesforce Dashboards are the graphical representation and visual presentation
of reports data in salesforce.
114.What are the different Dashboard Components?
Salesforce dashboard components are used to represent data. Salesforce
dashboards have some visual representation components like graphs, charts,
gauges, tables, metrics and visualforce pages. We can use up to 20 components
in single dashboard.
115.What are dynamic Dashboards?
Dynamic dashboards in Salesforce displays set of metrics that we want across all
levels of your organization. Enterprise Editions can use five dynamic dashboards
and Unlimited edition can use ten dashboards.
Read more on Dynamics
dashboards : https://www.salesforcetutorial.com/creating-dynamic-
dashboards-salesforce/
116.Can we schedule dynamic dashboards?
No, we can not schedule dynamic dashboards for refresh. It must be done
manually.
117.Explain dynamic Dashboard.
Dynamic dashboards in Salesforce displays set of metrics that we want across all
levels of your organization.
Dynamic Dashboards in salesforce are Created to provide security settings for
the dashboards in salesforce.com. We may have a requirement in an
organization to “view all data” by every user in an organization according to
their access we have to select Run as Logged-in User. There are two setting
option in Dashboards. They are
1. Run as specified User.
2. Run as Logged-in User.
118.Who can access “drag and drop dashboard”?
User who have permissions in managed dashboard can access drag and drop
dashboard.
119.Which type of report can be used for dashboard components?
Summary reports and Matrix reports are used for dashboard components.
120.Which permission is required to set the running user other than you in
dashboard?
The user must have “View All Data” permission is required to set the running
users.
121.What is the use of “floating report header”?
Floating report headers enables us to display the column header visible on each
page when we scroll the report page.
122.How to enable “floating report header”?
To enable floating report header in salesforce go to
Setup=>Customize=>Reports and Dashboards=>User Interface settings=>Click
on enable floating report header.
123.What is Analytical Snapshot in Salesforce.com ?
Analytical Snapshot in Salesforce are used to create reports on historical data.
124.What is Workflow?
Salesforce Workflow is a business logic that evaluates the records as they are
created, updated in an object to apply automated process like Assigning Tasks,
Emails, Field Update and outbound message sending.
125.Different Workflow Components available in salesforce?
In salesforce.com. workflows consists of 5 components they are.
1. Workflow rules.
2. Workflow tasks.
3. Workflow Email alerts.
4. Workflow field updates.
5. Workflow Outbound messages
126.What are the different workflow actions available in Salesforce?
1. Tasks.
2. Email alerts.
3. field updates.
4. Outbound messages
127.What is a Workflow Task?
Workflow tasks in salesforce are used to assigns a task to users. Using tasks we
can specify the Subject, Status, Priority, and Due Date of the task. Tasks are
workflow & approval actions that are triggered by workflow rules or approval
processes.
128.What is a Workflow Alert?
Email alert is one of the action used in workflow and approval. They are used to
generate email template by a workflow rule or approval process and sent to
destination recipients. We can send workflow email alerts to users, contacts
having an valid email address.
129.What is a Workflow Field Update?
Field updates in workflow and approval processes specifies the field that we want
updated and inserting the new value for it. Depending on the field type, we can
choose the following options. They are apply a specific value, make the value
blank, or calculate a value based on a formula you create.
130.What is Time-Dependent Workflow?
Time dependent workflows are not executed independently. Time dependent
workflows remain constant in the workflow queue as long as the workflow rule
criteria is valid.
131.Time-Dependent Workflow – Considerations?
When defining time dependent workflows in salesforce we have to use standard
and custom date and date/time fields defined for the object.
 We have to specify time using days and hours.
 Also add actions to existing time triggers.
132.Limitations of Time-dependent workflow?
When defining time dependent workflows in salesforce we have to use standard
and custom date and date/time fields defined for the object.
 We have to specify time using days and hours.
 Also add actions to existing time triggers.
133.In which criteria of a workflow – “time dependent workflow action”
cannot be created ?
Created, and every time it’s edited.
134.When you can’t add Time dependent action in Workflow rule?
Time dependent actions in workflow rules can not be added when the following
actions takes place.
 When workflow rule is active.
 When workflow rule is deactivated and has pending actions in the queue.
 When the workflow rule criteria of a record is set to: created, and every time it’s
edited.
 When the workflow rule is included in a package.
135.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?
Even after deactivating the the workflow, its action will not be removed. It’s still
active in queue.
136.We have “Time Based Workflow” and there is action scheduled to be
executed. Can we delete that workflow?
It is not possible to delete the workflow when the workflow is having any pending
time dependent actions.
137.How to clear the Time based workflow action queue?
We can clear time based workflow action queue in two ways they are
1. Make the criteria false.
2. Removing scheduled actions from the queue.
138.While creating workflow on Task, what difference observed on
available actions?
While creating workflow on task we can not find “Send Email”action.
139.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?
Simply the time based workflow action is removed from workflow queue and will
not get fired.
140.Difference between Trigger and Workflow?

1. What is Salesforce?

A: Salesforce is the most popular customer relationship management (CRM) platform

available today. It provides cloud-based CRM applications designed for use in sales,
service, marketing, and much more. Businesses use Salesforce to manage business
relationships and their associated data.

2. What is CRM?

A: CRM is an acronym for Customer Relationship Management, and it describes an

application that helps businesses automate and digitize sales and marketing activity to
manage (and increase) revenue. Sales and marketing professionals leverage CRM’s
features to attract and retain customers and clients, thereby increasing sales.

3. What are the duties of a Salesforce Administrator?

A: The primary responsibilities and duties of a Salesforce Administrator include:

 Handle normal administrator functions and routine tasks, including user account
maintenance, dashboards and reports, and workflows.

 Perform routine internal system audits and prepare the system for possible
upgrades

 Help train new Salesforce users and help the staff increase their Salesforce
skills.

 Oversee Salesforce data feeds

 Function as a liaison between users, vendors, and development teams

 Work with the organization’s management teams to establish appropriate

processes that benefit all administrative, change management, and development
activities

4. Explain cloud computing, including the different forms available.

A: Cloud computing is a scalable, on-demand networked system of remote servers

hosted on the internet that enables users to store, retrieve, manage, and process
information remotely, replacing on-site infrastructure.

Cloud computing comes in three primary forms:

 Infrastructure as a Service (IaaS)

 Software as a Service (SaaS), which also happens to be what Salesforce is

based on

 Platform as a Service (PaaS)

5. Name at least six CRM providers.

A: CRM providers include:

 Microsoft Dynamics CRM

 NetSuite CRM

 Nimble

 Oracle CRM

 Sage CRM
 Salesforce CRM

 SAP CRM

 SugarCRM

6. How many different editions does Salesforce have, and how often do they
release updates annually?

A: Salesforce has five different editions. They are:

 Developer, letting developers integrate Salesforce with other applications

 Enterprise, for large businesses

 Essentials, for small businesses that want a quick start in CRM

 Professional, targeted at enterprises that need full-featured CRM functionality

 Unlimited, which includes Enterprise edition functionality, full mobile access,

premium support, higher storage limits, unlimited custom apps, and more

Salesforce releases three updates a year (Winter, Spring, Summer).

7. Outline Salesforce’s available portals.

A: Salesforce has three available portals:

 Customer portal

 Partner portal

 Self-service portal

8. What is Database.com?

A: Database.com is a “Data as a Service” offering from Salesforce, designed to improve

CRM application performance and efficiency.

Now that we have gone through the basic level of salesforce admin interview questions,
let us level up and look at the intermediate level questions.
Want to master master the core administration features of Salesforce? Check out
the Salesforce Administrator Certification Training Course.

Intermediate Salesforce Admin Interview Questions and

Answers

Now, let’s ramp up the difficulty somewhat with eight tougher salesforce admin interview
questions.

9. What is an object in Salesforce?

A: An object is a database table that lets users store data relevant to the organization in
Salesforce. There are two types of objects: Standard and Custom. Salesforce.com
provides standard objects, while users create custom objects.

10. What is a profile, and what sorts are there?

A: Profiles control and restrict access to a record according to settings and permissions
in Salesforce. There are six types:

 Standard user

 Solution manager

 Marketing user

 Read-only

 System administrator

11. Can you freeze a user on Salesforce? How can you delete them?

A: Admins can freeze or deactivate a user by following these steps:

Setup=>Administer=>Manage users=>Users=>Click on Freeze. As for the second part,

it’s a trick question; users cannot be deleted

12. What’s the difference between a role and a profile?

A: Roles are a means for controlling access to a record, while a profile controls what a
user can do within that accessed record (e.g., edit, view).

13. Which of these is true? Users can have multiple profiles; profiles can have
multiple users.

A: The latter is true. Admins can assign a profile to any number of users, so for
instance, all the members of a team can have access to a specific profile. However,
users can only have one profile assigned.

14. Name the different data access levels in Salesforce and what they cover.

A: There are four data access levels available for Administrators to work with:

 Organization-level security. You can maintain a list of authorized users, limit login

access to certain locations and times, and set password policies

 Object-level security. This access level is the simplest to control. Admins can set
permissions on any object, controlling which users can create, delete, edit, or even
view the records of any given object

 Field-level security. Although you can grant any user the access to a specific
object, you can restrict which fields they can access

 Record-level security. Admins can let users view a particular object, but restrict
the object records they can see.

15. List the methods of data storage (documents, images, files) available in
Salesforce.

A: These are the storage methods used:

 Attachments

 Chatter Files

 Documents

 Google Drive

 Libraries
16. What is Salesforce Lightning?

A: Lightning is a component-based framework designed for business users unfamiliar

with programming. The framework makes app development processes easier.

After having completed the intermediate level questions, let us next increase our
difficulty level and learn these advanced salesforce interview questions.

Advanced Salesforce Admin Interview Questions and

Answers

Finally, here are eight tough salesforce admin interview questions for the people who
know Salesforce well.

17. Referring to a previous question, how do you manage record-level

access?

A: Salesforce Administrators can manage record-level access in the following four

ways:

 Manual sharing

 Organization-wide defaults

 Role hierarchies

 Sharing rules

18. List the different relationships types found in Salesforce.

A: These are the different relationships that Salesforce users can establish for objects.

 External lookup

 Hierarchical

 Indirect lookup

 Lookup
 Many-to-many (junction object)

 Master-detail relationship

 Self-relationship

19. What is a workflow in the context of Salesforce?

A: It is the business logic that evaluates records while creating and updating processes,
determining any need for automated action. Workflow lets records perform an action,
such as updating data or notifying people or external systems.

20. If you have an action scheduled to execute in a time-based workflow,

would the scheduled action be removed from the queue if the workflow is
deactivated?

A: The action remains active in the queue, even if the workflow is deactivated.

21. In the context of activities, what are WhoID and WhatID?

A: WhoID is used for people, such as leads or contacts. WhatID refers to objects such
as campaigns, accounts, custom objects, or cases.

22. What is a Rollup summary, and what are its functions?

A: The Rollup summary field calculates the values from a group of related records. The
functions of the summary field include:

 Count. Calculates the total number of related records

 Sum. Totals the values of selected fields

 Min. Displays the lowest value

 Max. Displays the highest value

23. When do you use a data loader?

A: When you want to:

 Load more than 50,000 but less than 5,000,000 records

 Load into an object that is not yet supported by web-based importing

 Save multiple mapping files for later use

 Export data for backup purposes

 Prevent duplicates by uploading records

24. What is an Apex transaction?

A: Apex transactions represent a set of operations executed as a single unit. It is

alternately called an execution context.

Q #1) What is Cloud Computing? State some advantages.

Answer: Cloud Computing is all about the delivery of on-demand computing services.
These services are divided into three categories – Platform-as-a-service(PaaS),
Infrastructure-as-a-service(IaaS) and Software-as-a-service(SaaS).
The hallmark of these services is innovation at a faster rate and flexibility in the available
resources. The advantages of Cloud Computing are:
 Security
 Less expensive
 Enhance Collaboration
 Offer Flexibility
 Provide Insights
 Automated Software Updates
 24 x 7 Availability
Security
Cloud Computing helps to store all the enterprise sensitive data in its system and this can
be accessible, even if your computer is down. The security is offered by encrypted data –
transmitted over the network and stored in a database.
Less Expensive
Since less cost is incurred due to hardware in Cloud Computing, the services offered are
bound to save costs for your enterprise. It allows you to pay per your operational
requirements, adopting a subscription plan.
Enhance Collaboration
Cloud Computing simplifies the process of collaboration and enables your employees to
work as a team. It increases the engagement of your people with collaborative social
spaces.
Offer Flexibility
If there is an increasing demand for bandwidth, then Cloud offers almost instant service,
without any need to undergo a complex update to your IT infrastructure. The cloud
increases the flexibility in the service compared to a local server hosting.
Provide Insights
You can obtain a different perspective of your data with an integrated Cloud Analytics.
Cloud-based services make it simpler to track and generate customized reports -based on
enterprise-wide data.
Automated Software Updates
Cloud Computing applications automatically update the software, with no need for your
organization to undergo a manual update. This saves money to a considerable extent.
Availability (24 x 7)
The Cloud-based service providers provide a 24 x 7 service. It is possible to access the
services, from anywhere and they are highly reliable. It is possible to offer some of the
services, offline.
Q #2) What are the differences between Private and Public Cloud?
Answer: Public Cloud is offered across the globe by sharing hardware, storage and
network devices with various organizations. These organizations are termed as cloud
tenants.
Private cloud is limited for an organization, with infrastructure and services are maintained
on the private network for an organization or any business entity. It allows the organization
to meet the demands of specific business requirements – with customization of private
resources.

Q #3) Can you differentiate between Hybrid Cloud and Public Cloud?
Answer: Hybrid Cloud brings out the best of both the worlds – public and private clouds.
This way the hybrid cloud offers a range of deployment options and enhances flexibility.

[image source]
Suggested Read =>> Salesforce Admin Certification – A Complete Study Guide
Cloud bursting is another option when the organization transitions from a private cloud to a
public cloud – managing an increase in demand, during seasonal activities such as online
shopping.

However, in the case of a public cloud the resources are shared with other organizations
too. Here the account is managed and services accessed – using a web browser.

Q #4) What is Page Layout in Salesforce? What are the Record Types?
Answer: Page Layout is about the control of fields, buttons, Visualforce, custom links and
s-control on the Salesforce object record pages. This enables the user to customize the
record pages.
It helps to determine the nature of fields – read-only, visible or required. Here is the look of
the page layout:

[image source]
For example: Create custom fields for an account object say last recharge amount,
membership expiry date and membership plan and then create various page layouts with
these fields. To know more please watch the video:
On the other hand, record types are most convenient to offer different subsets of picklist
values or page layouts for the users. These are based on user profiles. They determine
which page layout is visible to a user, based on the user profile. Please see the example
of a Record Type below:

[image source]
For Example, Use Picklist values for segmentation of your business needs with record
types. The segmentation is done based on region, product line or division.
Q #5) What are the types of portals in Salesforce?
Answer: There are three types of Salesforce portals and these are:
 Customer
 Partner
 Self-service
Q #6) What is a Workflow? What all are its components? What is a Workflow Rule?
Answer: Workflow allows you to automate the standard processes and procedures for your
organization and saves a considerable amount of your time. The workflow comprises of an
if/then statement.
The two major components of the workflow are:
 Criteria: This is the “if” part of the statement. You need to set a criterion for a
workflow rule. Create a workflow rule for an object and then configure the criteria.
 Action: This is the “then” part of the statement. This tells you what to do once the
criteria are met and comes after the configuration of a workflow rule. It is possible to
add an immediate action or a time-dependent action for a specific workflow rule.
A workflow rule in Salesforce acts as a business logic engine or a container and take some
automated actions based on some criteria. It executes the action only when the criteria are
True, otherwise, the record is saved. Here is a figure that shows a workflow rule.

[image source]
Q #7) What is the Time-Dependent Workflow?
Answer: Time-dependent actions are performed at specific times before the record is
closed. The record is re-evaluated by the workflow rule after the time elapses. It checks as
to whether the workflow rule criteria are met and only then actions are executed by the
workflow rule.
Q #8) How to clear the Time-Based Workflow Action Queue?
Answer: There are two ways to clear the time-based workflow action queue and these are:
 Remove the scheduled actions of the queue.
 The criteria are turned false.
Q #9) If an Action is scheduled to be executed for a Time-Based Workflow, is it
possible to delete the Workflow?
Answer: No, it is not possible to delete the workflow in such a scenario, when there is some
existing time-based action to be completed.
Q #10) In how many ways can you call Apex Classes?
Answer: The many ways to call Apex classes are:
 From Visualforce Page
 Within another Class
 Invoke from a Trigger
 Use a Developer Button
 Use JavaScript buttons and Links
 From Components in a Home Page
Q #11) What are the different Workflow Actions?
Answer: The various Workflow Actions are:
 Email alerts
 Outbound messages
 Field Update
Q #12) What is a Workflow Task? State the various Workflow Tasks in Salesforce.
Answer: When you need to assign tasks to a Salesforce user you resort to a Workflow
Task. It assigns a new task to a user, record owner or a role. It helps to specify various
parameters of the task such as subject, priority, status and due date.
For Example, Assign follow-up tasks to a support person, after some time elapses for an
updated case.
Q #13) What is a Workflow Alert?
Answer: This is an email created by a workflow rule or an approval process in Salesforce
and sent across to various recipients.
Q #14) If you want to set the Running User other than yourself in the dashboard then
what is the permission required?
Answer: Here the permission required is “View All Data” to set another running user in the
dashboard.
Q #15) How do users see Report Headers while scrolling? What to do to enable this
Floating Report Header?
Answer: The parameter “Floating Report Header” is enabled to freeze the report header, so
that it appears always on the top of a page, despite scrolling of records.
When you want to enable a floating report header, you need to follow the path as stated
below:

 From Setup-> Enter Reports in Quick Find box

 Select Reports and Dashboards Settings.
 Select Enable Floating Report Headers.
 Click Save.
For details please visit- Salesforce
[image source]
Q #16) Is it possible to schedule a Dynamic Dashboard?
Answer: No, it is not possible to schedule a dynamic dashboard for a refresh. This is only
possible when done manually.
Q #17) Who are the people who can access a “drag and drop dashboard”?
Answer: It is possible to access the drag and drop dashboard with users who have the
“manage dashboard” permissions.
Q #18) How to run a Salesforce Report?
Answer: All that needs to be done is to click on ‘Run Report” and thus run a report
automatically in Salesforce.
Q #19) Can you name the Data Management Tools in Salesforce?
Answer: The data management tools used in Salesforce are:
 Data Loader
 Data Import Wizard
Q #20) Can you tell me about Data Import Wizard?
Answer: Data Import Wizard in Salesforce makes it easier to import standard objects like
accounts, leads, contacts, person accounts, and others. It enables us to import custom
objects too. The number of records allowed to be imported is 50,000. Here is an image
depicting Data Import Wizard:
Q #21) Can you tell me about Export and Export All with reference to Data Loader?
Answer: Export and Export All are the two buttons present in the Salesforce Data Loader.
When the export button is used with any Salesforce object, then all the records belonging to
that particular object (except the ones present in the recycle bin) are exported to a .csv file.
In the case of Export All option, all records for that object including the ones from the
recycle bin are exported to a .csv file.

Q #22) Can the Data Loader delete the reports?

Answer: The Data Loader cannot delete reports in Salesforce.
Q #23) State what are Custom Reports in Salesforce? What are Custom Report
Types?
Answer: Custom Reports in Salesforce are built as per the requirements of your
organization. These reports can be built on standard and custom objects.
When the user is keen to create a complex, dynamic report quickly then he/she uses a
template or framework to specify the object/relationship or the fields that make the report.

Q #24) What are the Matrix and Trend Report?

Answer: Matrix Reports are similar to a summary report but both rows and columns are
grouped in it. Here data appears as in Excel sheets – both vertical and horizontal. Here is a
diagram for a matrix report:
[image source]
On the other hand, trend reports are based on historical data. Here you can consider the
fields that contain historical data and which can be left out. Here are some details on a
Trend Report.

[image source]
Q #25) State what is Roll-up Summary Field?
Answer: Roll-up summary field is used for calculating values for related records say, a
related list. It can be used to create value for a master record – based on the value in those
of the detail records. However, the detail and the master must be connected with a master-
detail relation.
For example: If there is a custom account field called Total Invoice Amount then this can
be used to display the total of all related custom invoice records for the Invoice related list of
the account.
Q #26) Is it possible to change/modify the Child Record Settings of a Master-Detail
Relationship, for setting Owd (Organization-Wide Settings)?
Answer: No, the child record settings cannot be changed for a master-detail relationship,
applicable for an Owd.
Q #27) State the cause of error for insufficient privilege access in a Partner
Community with External Users. The User has proper Owd and Profile Settings for
any object.
Answer: We need to check the following to determine this error so that the external user
must have access to all the data for the internal user.
 Check field-level security for all fields for the external users – used in the reports.
 Check as to whether the Standard Visibility Record Settings are enabled. If enabled
then only the user can view all the standard report types.
Q #28) What are Sharing Rules? Name what are the types of sharing Rules?
Answer: The sharing rule provides sharing access to users belonging to roles, public
groups or territories. It provides a greater level of access with automatic exceptions, away
from your organization-wide settings. Here is a figure that explains:

[image source]
The two types of sharing rules are:
 Owner-based sharing rules
 Criteria-based sharing rules
Owner-based Sharing Rules: Access is given for records owned by other users.
For Example, The Sales Head of a US company giving access to the Sales Manager in the
European region to opportunities owned by the US team.
Criteria-based Sharing Rules: Access is given based on record values and not based on
record owners. It states who do you share records based on the field value.
For Example,There is a custom picklist value called the department for a custom object in
your organization named job application. A criteria-based sharing rule allows the IT
manager to see all job applications for the department field set as “IT”.
Q #29) What do you think are the best practices of creating Contact Sharing Rules?
Answer: The permissions for the read, read/write, write are used by using the default
settings across the entire organization.
Q #30) What do you mean by Login Hours and Login IP Ranges?
Answer: The first parameter sets the hours when the user of a specific profile can use the
system. This can be set by the following path:

The second parameter sets the IP addresses for the users of a particular profile login into
Salesforce otherwise they are denied access. This is set by the following path:

Q #31) What is Field-Level Security? How do you set Field-Level Security on a single
field for all profiles?
Answer: This is a setting that comes in handy for restricting the view and edit of certain
fields by the Salesforce users. For setting field-level security for a specific field but all
profiles, navigate to the following path:
Management Settings of a field object> Select the field in the field area-> View Field
Accessibility->Specify the access level of the field.
For details please visit- Salesforce
Q #32) What is a Standard Profile?
Answer: Standard profiles are used in every Salesforce org and enable editing of settings.
However, in some organizations where it is not possible to create a custom profile, as in
Contact Manager and Groups Editions, the users can be assigned with standard profiles but
unable to view or edit them.
Q #33) State what are User Permissions in Salesforce?
Answer: The tasks performed by the Salesforce users as well as the accessible features
are the functions of the user permissions. These user permissions are enabled by custom
profiles and permission sets.
For Example, There is user permission “View Setup and Configuration” and the user can
access the Setup pages in Salesforce with this.
Q #34) What are the Permission Sets in Salesforce?
Answer: The Salesforce users can access various functions and tools with a collection of
settings as well as permissions. Although the permission sets are also available in the user
profiles when there is a need to access functional aspects then the permission sets are
used, with no need to change the profile, whatsoever.
Here is a figure that explains Permission Sets:
Q #35) Which fields are indexed by default in Salesforce?
Answer: The default indexed fields in Salesforce are:
 Primary Keys (ID, owner and name fields)
 Foreign Keys (lookup and master-detail relationship)
 Audit Dates
 Custom Fields (only marked as External ID or unique)
Q #36) When to use indexed fields in Salesforce?
Answer: Indexed fields can be used in query filters and this serves the purpose of
optimization of query retrieval time and thus quickly fetches the records.
Q #37) What is “transfer record” in Profile?
Answer: Transfer record permission when given to a user allows the user to transfer all
records with the read access.
Q #38) What is conditional highlighting in Salesforce Reports? State some
limitations.
Answer: When you need to highlight field values in matrix or summary reports with the use
of ranges or colours then conditional highlighting is used. But, one thing is important for you
to remember that the report must have at least one summary field or custom summary
formula. This is shown in the below figure:
For example:
[image source]
The limitations of conditional highlighting are:
 Only applied to summary rows.
 Only for summary and matrix reports.
 Use a maximum of up to three conditions in a report.
 Use only for summary rows.
Q #39) How to automate business processes?
Answer: Salesforce used various tools such as approvals, workflow, process builder and
flow builder to automate business processes.
Q #40) What is Approval Process? Are automated actions supported by Approval
Processes? How many?
Answer: Approvals comprise of a sequence of steps for approval of records in Salesforce.
The approval process specifies how records are approved in Salesforce. It elaborates on
details such as the person from whom the approval request arises and what all is done at
every step.
Yes, four types of automated actions are supported by the approval process.

Q #41) What are Queues in Salesforce?

Answer: Queues in Salesforce help to prioritize, distribute as well as assign records to
teams sharing workloads. They apply to cases, service contracts, leads, orders, custom
objects and many such more.
It becomes possible for the queue members to jump and take ownership of any record that
is in the queue. To know more, watch this video on Salesforce Queues:

For example: Create a queue on a case for support agents assigned to various service
levels.
Q #42) Can you throw some light on Assignment Rules? How do you Set up an
Assignment rule?
Answer: Assignment rules impose conditions on the processing of cases or leads. You can
set up and assignment rule by following the path:
Go to Setup->Search for Assignment Rules in Quick Find Box-> Choose Lead/Case
Assignment Rule->Click New-> Save after a name->Create Rule entries.
For details please visit- Salesforce
Q #43) What are Custom Labels in Salesforce? How to access custom labels? What
is the character limit for Custom Labels?
Answer: Custom Labels help to create a multilingual application in Salesforce. They
provide information automatically to the users in the form of error messages and help texts
– by using their native language.
Custom Labels are defined as custom text values to be accessed from a Visualforce page
or an Apex class or even Lightning components. These values then are translated into any
language that is supported by Salesforce. You can access the custom labels with the below
path:

Setup->Search Custom Labels in Quick Find Box->Custom Labels

For details please visit- Salesforce

It is possible to create 5000 custom labels for your organization and the character limit is
1000.

Q #44) What is Auto-Response?

Answer: This is about sending automatic emails to cases or leads for specified record
attributes. Quickly reply to customer issues or inquiries by setting up an auto-response rule.
At a time, it is possible to set one rule for a case and one for a lead.
Here is how an auto-response rule looks like for two levels of support in an organization
(Basic and Premier) and two products (A and B). For a premier support customer, with a
case, the premier template is sent from the corresponding Premier Support email address.

On the other hand, the basic support customer will receive a different template.
Q #45) What are Escalation Rules?
Answer: These rules apply to the escalation of cases as per the criteria defined in the
escalation rule entry. Along with the rule entries, it is possible to create escalation actions to
specify what happens when a case escalates. An escalation rule can reassign the case to
another support agent or even a support queue.
Q #46) What are the uses of Salesforce Chatter?
Answer: Chatter is the Salesforce’s enterprise social networking application that allows
users to share information, working collaboratively and conversing with each other. It helps
to build higher employee engagement by motivation.
It also provides a forum across the enterprise to share insights or novel ideas. You can use
the mobile feed to track your team for a critical project for a mobile-first experience. Here a
figure on how it looks like:
[image source]
Q #47) How to identify a class as a Test Class in Salesforce? What are the best
practices to write a Test Class?
Answer: Test classes enable efficient debugging. The Test Classes can create error-free
code in Apex. Test Classes are used in Apex for unit testing. Test Classes detect bugs in
your code and improve your code.
Moreover, it also does Code Coverage. Code Coverage is the percentage of code that
works and the minimum is 75 % as you navigate your code from Sandbox to Production
org.

Some of the best practices for test classes are:

 Test Class is annotated with @isTest keyword.
 Any method used inside a test class must have the keyword testMethod and can be
termed as a test method.
 The system.assertEquals enables you to know what is being tested and the
expected output.
 The annotation isTest(SeeAllData=true) if for opening data access at the class or
method level.
 The annotation@ Test.runAs.is used for a particular user.
 You must avoid creating Multiple test methods for testing the same production code
method.
Q #48) How to expose an Apex Class as a REST Webservice in Salesforce?
Answer: REST architecture is needed to expose your Apex classes and methods. This is to
ensure that external applications can access the code through REST architecture.
The annotation @RestResource in the Apex class is used to expose as a REST Resource.
Next, use the WebServicecallback method and the global classes.
When using a custom REST Web service method you must not use the credentials of the
current users. But users who are accessible to these methods can use them, irrespective of
their sharing rules, permissions, and field-level security.

However, when using the REST Apex annotations, you must bear it in mind that no
sensitive data is exposed.

Here is the code snippet:

Q #49) What is an Attribute Tag?

Answer: Attribute Tag is the definition part of the attribute for a custom component and can
only be used as a child for a component tag. Salesforce automatically creates an attribute
for all custom component definitions such as id and this cannot be used to define attributes.
Here is a code snippet:
Refer to the above code with example.

Basic Interview Questions

1. Explain Salesforce Admin characteristics.

Characteristics Salesforce Admin 201

What do we learn? Workflow, field creation, and management
Who can learn? System Admin, Architect, and Security Analyst
What is the average annual US$82,000
salary?

2. Expand CRM and explain.

The expansion of CRM is ‘Customer Relationship Management.’

CRM is an application that helps automate or digitize marketing functions. With this
software, companies can plan to increase their profits and revenues. This strategy of
incrementing revenue and profit is made by attracting customers, clients, and sales. The
important concept of CRM is customer value.

There are four CRM initiatives as below:

 Customer acquisition
 Customer retention
 Customer churn
 Customer win-back
3. Distinguish between Salesforce.com and Force.com.
Both are relatively the same but different in their functionality.

 Salesforce.com helps build CRM-functionality-based applications, e.g., an

iPhone ‘app’ that stores contact details, makes phone calls, and has all the other
standard functions of a phone.
 Force.com is used to customize a data model and a user interface, e.g., an
iPhone OS environment that can build and run apps.

Check out this insightful Salesforce Tutorial to learn more about Salesforce!

4. What are the available portals in Salesforce?

Three types of portals are available in Salesforce.com:

 Customer portal: It enables us to utilize the capabilities of the web as the ideal
channel to deliver superior self-service.
 Partner portal: It allows partner users to log in to Salesforce via a separate
website than that is used for our non-partner users.
 Self-service portal: Customers will be able to search for details about the
organization using this portal.

From Intellipaat’s Salesforce Course in London, get a clear understanding of

Salesforce!

5. Why do we use Tabs in Salesforce? Mention the types of Tabs.

In Salesforce.com, a list of tabs is placed in the Tab menu. Tabs are used to access an
object’s data.

There are three types of tabs:

 Custom tab
 Visualforce tab
 Web tab
Intermediate Interview Questions

6. What is Profile? Mention the types of Profiles available in Salesforce.

A profile is similar to settings and permissions in Salesforce. It is used to perform
different functions that are defined by users. It is another way to manage particular
records.

There are two types of profiles:

 Standard profiles: Profiles created by Force.com

 Custom profiles: Profiles created by users

Salesforce standard profiles are:

 Standard User
 Solution Manager
 Marketing User
 Read-only
 System Administrator

Know more about Why you should go for the Salesforce Certification Training?

7. How to delete or freeze users in Salesforce.com?

Deleting a user is not possible in Salesforce.com, but we can deactivate the user by
using the Freeze option.

To freeze a user, go to:

Setup > Manage Users > Users

Find and click on the user and then click on Freeze

Watch the below Salesforce Admin tutorial to learn more:

8. Mention the ways to store files, documents, and images in
Salesforce.com.
We can store files, documents, and images in Salesforce.com as below:

 Attachments
 Documents
 Google Drive
 Libraries
 Chatter Files

Do you know why Salesforce is the most sought-after CRM tool? Find out in
this blog!

9. Give one-word answers to the following questions:

a. In the Visualforce page, how many field dependencies are used?
b. Can two users have the same profile in Salesforce?
c. Which field cannot be added as a custom index?
d. Can we edit a formula field value in a record?
e. Can we use sharing rules to restrict data access?

a.10 field dependencies

b. Yes
c. Formula field
d. No
e. No

Now, you are aware of the benefits of Salesforce. For more, enroll in
the Salesforce Course now!
10. How to set the Login Hours and Login IP ranges for the users in
Salesforce?
Login Hours: If Login Hours is set in an organization, then it restricts the login before or
after login hours.
Setup | Administration | Manage users | Profiles

Login IP: It helps restrict the login attempt from unauthorized IP addresses.
Setup | Administration setup | Manage users | Profiles

11. List the characteristics and functions of a Roll-up Summary field.

Characteristics of a roll-up summary field:

 It can be created for a Master–Detail relationship but not for a Lookup

relationship.
 Auto numbers are not available here.
 We cannot change the field type in a roll-up summary field.
 It derives data from the Child object.

Functions of the roll-up summary field:

 Count
 Sum
 Min
 Max

12. What are the different kinds of Reports in Salesforce?

Different kinds of reports in Salesforce are:

 Tabular Report: It is similar to a spreadsheet and is the simplest and fastest way
to see data. Tabular reports are the best to create lists of records.
 Summary Report: It is similar to a tabular report but allows users to group rows
of data, view subtotals, and create charts.
 Matrix Report: It is similar to a summary report, but it allows users to group and
summarize data by both rows and columns.
 Joined Report: Joined reports let us create multiple report blocks that provide
different views of our data and each block acts as a subreport.

13. Define Dynamic Dashboards. Can we schedule Dynamic

Dashboards?
Dynamic dashboards help us display the set of metrics in an organization. They are
created to provide security settings for dashboards at Salesforce.com.

Two setting options are there in dynamic dashboards:

 Run as a specified user

 Run as the logged-in user

Learn more about Salesforce from this Salesforce Training in New York to get
ahead in your career!

14. Name the different Workflow components in Salesforce.com.

There are five workflow components in Salesforce.com:

 Workflow Rules
 Workflow Tasks
 Workflow Email Alerts
 Workflow Field Updates
 Workflow Outbound Messages

Interested in learning Salesforce? Learn more from our Salesforce Training in

Sydney!

15. What are the limitations of a Time-dependent Workflow?

Limitations of a time-dependent workflow are as follows:

 Time triggers do not support minutes or seconds.

 Time triggers cannot reference when formula fields that include related-object
merge fields.
 We cannot add or remove a time trigger if:
o The workflow rule is active
o The workflow rule is included in the package

Visit Salesforce Community and get all your queries resolved!

16. How many ways are there to call an Apex class?

There are four ways to call an Apex class:

 Visual page
 Web service
 Triggers
 Email services

Become a master of Salesforce by going through this online Salesforce Course

in Toronto!

Advanced Interview Questions

17. How to insert multiple records at a time?

public class insert50
{
public void p1()
{
List lstExample = new List();
Example_c objTest;
objTest = new Example_c(name=’Example1’,city_c=’City1’);
lstTesting.add(objTest);
objTest = new Example_c(name=’Example2’,city_c=’City2’);
lstTesting.add(objTest);
objTest = new Example_c(name=’Example3’,city_c=’City3’);
lstTesting.add(objTest);
insert lstTesting
}
}
18. When do we use Data Loader?
We use Data Loader when:

 We need to load more than 50,000 to less than 5,000,000 records

 We need to load into an object that is not yet supported by web-based importing
 We want to be able to save multiple mapping files for future use
 We want to export our data for backup purposes
 We want to prevent duplicates by uploading the records

Get certified from the top Salesforce Course in Singapore now!

19. Define SaaS.

In Software as a Service (SaaS), the cloud service provides software that we need to
develop an application, saving us from purchasing it. SaaS supports web services and
service-oriented architecture.

Top SaaS providers are:

 Abiquo
 Accelops
 Akamai
 AppDynamics
 Apprenda

Learn complete concepts of Salesforce from this Salesforce Training at

Hyderabad in just 24 hours!

20. Define PaaS.

In Platform as a Service (PaaS), the cloud service provides an operating system (OS),
hardware, storage, and network services through the cloud, but we have to pay to the
service providers based on our subscription, like the rental services.

Top PaaS providers are:

 AWS Elastic Beanstalk

 AppScale
 Appistry (Cloud)
 CA Technologies
 Engine Yard

21. Define IaaS.

In Infrastructure as a Service (IaaS), the cloud service provides the infrastructure,
such as servers, hosting service, and storage.

Top IaaS providers are:

 AWS
 AT&T
 CA Technologies
 Cloudscaling
 Bluelock
 Eucalyptus

Are you interested in learning Salesforce from experts? Enroll in our Salesforce

Course in Bangalore today!

22. What are the different Salesforce editions?

 Essentials: The Salesforce Essentials edition is specially designed for small-

scale businesses. It consists of an easy-to-use UI. There are various tools in the
edition that help customize it according to business needs.
 Professional: This edition is built for businesses that require most of the CRM
functionality. It has features such as easy customization and integration with other
technologies. Also, it consists of administration tools that help in the deployment of
a small-scale application.
 Enterprise: The Enterprise edition is built for large-scale businesses. It provides
advanced customization tools. The administration tools of the Enterprise edition
help large-scale deployment. The edition allows access to the features of the
Salesforce API.
 Unlimited: This edition consists of extremely advanced features that help
maximize usage. The Unlimited edition of Salesforce allows for the efficient
management of business resources that can be provided instantly on-demand.
Also, it provides premier support, high storage limit, an increased number of custom
apps, and many more features.
 Developer: The Developer edition gives access to APIs and the Lightning
Platform. It provides tools that allow developers to customize the Salesforce
platform and integrate with other technologies and applications. Also, the edition
consists of those features that are present in the Enterprise edition.

23. What are login hours and login IP ranges in Salesforce?

Salesforce applications provide features such as login hours and login IP ranges.

Login hours : In an organization, the schedule for login and logout is set to define the
time limit and working hours. It flags the user who does not follow the schedule. To set
the login hours for an organization in a Salesforce platform, go to:
Setup > Administration > Manage Users > Profiles

Login IP ranges: If a user tries to login via an unknown IP, then the organization is
alerted, and it can restrict the user to do so. Organizations use IP ranges to maintain
secure access so that they can prevent any kind of loss. For setting up the login IP
ranges, go to:
Setup > Administration Setup > Manage Users > Profiles

24. What is field-level security and how can it be controlled?

Field-level security helps control the accessibility of a user to a particular data field.
Suppose, if an organization is providing a user with the access to see, edit, manipulate,
or delete a data object specific to the user’s field of work, it can hide other data objects
from the user.

To control the field-level security, we use profile and permission sets. The attributes of

profile and permission sets are mentioned below:

 Profiles
o Page layouts
o IP ranges
o Login hours
o Desktop
o Client access

 Permission
o App permissions
o Record types
o Tab settings
o Assigned apps
o Object permissions
o Field-level security
o Apex classes
o Visualforce pages

25. What is a custom metadata type?

The custom metadata type stores information about an organization. It is a type of
custom object that can be customized, deployed, packaged, and upgraded. It helps use
data for configuring the application without fretting about data migration. Rather than
transferring the custom metadata type manually, it can be deployed using a Sandbox.

26. What is the difference between managed and unmanaged packages?

Attribute Managed Packages Unmanaged Packages

Customizatio The code or metadata cannot If required, the code and metadata can
n be changed be customized
Upgrades The solution is upgraded by For upgrading, we should replace the
the provider previous version with the new version
Org Limits There is no limit for the usage The packages set limits for the usage of
of app, tabs, and objects apps, tabs, and objects

Admin Material
78% (9)
Admin Material
144 pages
Salesforce Admin Exam Study Guide
100% (1)
Salesforce Admin Exam Study Guide
9 pages
Salesforce Administrator
67% (3)
Salesforce Administrator
7 pages
Admin 201 Certified Administrator Notes
100% (3)
Admin 201 Certified Administrator Notes
69 pages
Learning Salesforce Development with Apex: Write, Run and Deploy Apex Code with Ease (English
From Everand
Learning Salesforce Development with Apex: Write, Run and Deploy Apex Code with Ease (English
Paul Battisson
No ratings yet
Ultimate Salesforce LWC Developers’ Handbook: Build Dynamic Experiences, Custom User Interfaces, and Interact with Salesforce data using Lightning Web Components (LWC) for Salesforce Cloud (English Edition)
From Everand
Ultimate Salesforce LWC Developers’ Handbook: Build Dynamic Experiences, Custom User Interfaces, and Interact with Salesforce data using Lightning Web Components (LWC) for Salesforce Cloud (English Edition)
Cihan Hizar
No ratings yet
Salesforce Admin 201 Certification Training: Scenarios For MCQ
100% (1)
Salesforce Admin 201 Certification Training: Scenarios For MCQ
6 pages
Lightning Web Components Cheat Sheet
No ratings yet
Lightning Web Components Cheat Sheet
8 pages
Scenario Based - LWC and Lightning - Interview
0% (1)
Scenario Based - LWC and Lightning - Interview
16 pages
Salesforce Platform Developer I Certification Guide: Expert tips, techniques, and mock tests for the Platform Developer I (DEV501) certification exam
From Everand
Salesforce Platform Developer I Certification Guide: Expert tips, techniques, and mock tests for the Platform Developer I (DEV501) certification exam
Jan Vandevelde
No ratings yet
Salesforce Admin Notes
No ratings yet
Salesforce Admin Notes
143 pages
Interview+Questions Level+2+-+Final
100% (1)
Interview+Questions Level+2+-+Final
40 pages
Salesforce.com Interview Q & A & Certification Question Bank with Answers
From Everand
Salesforce.com Interview Q & A & Certification Question Bank with Answers
Mohammed Azizuddin Aamer
4/5 (5)
Salesforce Admin
83% (6)
Salesforce Admin
287 pages
Salesforce Admin Best Practices
100% (2)
Salesforce Admin Best Practices
12 pages
Salesforce Interview Questions
No ratings yet
Salesforce Interview Questions
13 pages
SFDC Lightning Interview Questions v1.0 For Traniees
No ratings yet
SFDC Lightning Interview Questions v1.0 For Traniees
29 pages
SFDC Videos Link
100% (2)
SFDC Videos Link
1 page
SFDC Scenario Based Iquestions
No ratings yet
SFDC Scenario Based Iquestions
20 pages
AJ Interview Questions 1
100% (1)
AJ Interview Questions 1
18 pages
Salesforce Advanced Administrator Certification Guide: Become a Certified Advanced Salesforce Administrator with this exam guide
From Everand
Salesforce Advanced Administrator Certification Guide: Become a Certified Advanced Salesforce Administrator with this exam guide
Enrico Murru
No ratings yet
Aprilia RSV Mille 1999 Manual de Reparatie WWW - Manualedereparatie.info
No ratings yet
Aprilia RSV Mille 1999 Manual de Reparatie WWW - Manualedereparatie.info
279 pages
Salesforce Admin Q&A-20
No ratings yet
Salesforce Admin Q&A-20
16 pages
Salesforce Admin Interview Questions
No ratings yet
Salesforce Admin Interview Questions
7 pages
Top 50 Salesforce Interview Questions and Answers
100% (3)
Top 50 Salesforce Interview Questions and Answers
20 pages
Interview Question Salesforce
100% (1)
Interview Question Salesforce
10 pages
Salesforce Interview Questions and Answers
75% (4)
Salesforce Interview Questions and Answers
10 pages
Salesforce Interview Questions
100% (4)
Salesforce Interview Questions
15 pages
Salesforce Interview Questions and Answers
No ratings yet
Salesforce Interview Questions and Answers
10 pages
Interview Salesforce Question
No ratings yet
Interview Salesforce Question
8 pages
001salesforce ADMIN Notes
100% (1)
001salesforce ADMIN Notes
85 pages
Salesforce Lightning Interview Questions
100% (2)
Salesforce Lightning Interview Questions
11 pages
SFDC Notes
No ratings yet
SFDC Notes
74 pages
Salesforce Interview Questions
No ratings yet
Salesforce Interview Questions
59 pages
Latest SFDC Iq
100% (1)
Latest SFDC Iq
59 pages
Apex Interview
No ratings yet
Apex Interview
23 pages
Alesforce Interview Questions Post I Cover On Various Salesforce
100% (1)
Alesforce Interview Questions Post I Cover On Various Salesforce
39 pages
Salesforce Interview Questions-Unlocked
No ratings yet
Salesforce Interview Questions-Unlocked
61 pages
Salesforce Training (Admin) PPTs
No ratings yet
Salesforce Training (Admin) PPTs
30 pages
Salesforce Interview Question 1
No ratings yet
Salesforce Interview Question 1
24 pages
LWC Interview Questions: Click Here
No ratings yet
LWC Interview Questions: Click Here
33 pages
Salesforce Interview Questions
100% (3)
Salesforce Interview Questions
18 pages
Salesforce Dev Notes
100% (4)
Salesforce Dev Notes
169 pages
Salesforce Admin Capital Info
100% (1)
Salesforce Admin Capital Info
287 pages
Salesforce Flows Interview Questions
100% (1)
Salesforce Flows Interview Questions
4 pages
SalesForce Interview Questions
No ratings yet
SalesForce Interview Questions
25 pages
Salesforce Admin Interview Questions
No ratings yet
Salesforce Admin Interview Questions
8 pages
Salesforce Interview Questions and Answers 1649259908
100% (2)
Salesforce Interview Questions and Answers 1649259908
65 pages
Salesforce Development: Learn WI TH S2 Labs
100% (1)
Salesforce Development: Learn WI TH S2 Labs
106 pages
Salesforce Interview Questions
No ratings yet
Salesforce Interview Questions
10 pages
Triggers in Salesforce!
100% (1)
Triggers in Salesforce!
21 pages
Salesforce Administrator Interview Questions 150
100% (1)
Salesforce Administrator Interview Questions 150
23 pages
Object Relationships in Salesforce
100% (1)
Object Relationships in Salesforce
57 pages
Salesforce Api'S With Examples .
No ratings yet
Salesforce Api'S With Examples .
8 pages
Salesforce Interview Questions and Answers - Salesforce Admin and Developer Training For Beginners
No ratings yet
Salesforce Interview Questions and Answers - Salesforce Admin and Developer Training For Beginners
10 pages
Objects in Salesforce
No ratings yet
Objects in Salesforce
3 pages
501 Study Notes
100% (2)
501 Study Notes
42 pages
Salesforce Integration Questions
No ratings yet
Salesforce Integration Questions
3 pages
Acenture Salesforce Interview Questions
100% (3)
Acenture Salesforce Interview Questions
1 page
LWC Present
100% (2)
LWC Present
99 pages
Salesforce Essentials for Administrators
From Everand
Salesforce Essentials for Administrators
Mohith Shrivastava
4/5 (1)
Preview of Plasticity F A
No ratings yet
Preview of Plasticity F A
20 pages
A Textbook On Computer Science-Grade 12: Asia's
No ratings yet
A Textbook On Computer Science-Grade 12: Asia's
312 pages
Beer Color
No ratings yet
Beer Color
2 pages
S100 Hifinews
No ratings yet
S100 Hifinews
4 pages
Adding A Current Limit Feature To A BuckBoost Conv
No ratings yet
Adding A Current Limit Feature To A BuckBoost Conv
7 pages
Nsconmsg Cheat Sheet PDF
No ratings yet
Nsconmsg Cheat Sheet PDF
1 page
Strings: Topics: String Class Associated Methods Examples
No ratings yet
Strings: Topics: String Class Associated Methods Examples
8 pages
STD 10 Maths QP New
No ratings yet
STD 10 Maths QP New
4 pages
Thread Data Charts: Metric Thread - Fine Pitch - M (1 MM - 28 MM)
No ratings yet
Thread Data Charts: Metric Thread - Fine Pitch - M (1 MM - 28 MM)
3 pages
Summer Training Embedded System
No ratings yet
Summer Training Embedded System
18 pages
Midterm Exam 1 - Specimen Paper - v3
No ratings yet
Midterm Exam 1 - Specimen Paper - v3
4 pages
Chemical Engineering Thermodynamics
No ratings yet
Chemical Engineering Thermodynamics
71 pages
Wheat Grain Quality
No ratings yet
Wheat Grain Quality
14 pages
IOL Power Calculation, Correction of Defocus - CH 4
No ratings yet
IOL Power Calculation, Correction of Defocus - CH 4
18 pages
JavaScript Arrow Function Exercises and Practice Questions
No ratings yet
JavaScript Arrow Function Exercises and Practice Questions
6 pages
10385-J UTBI-001 Manual
No ratings yet
10385-J UTBI-001 Manual
2 pages
Hannah 8417 Manual
No ratings yet
Hannah 8417 Manual
40 pages
Certificate in Fire
100% (1)
Certificate in Fire
11 pages
Slope Stability-Examples Verification
No ratings yet
Slope Stability-Examples Verification
25 pages
Computer Aided Simulation and Analysis Lab Manual - 7
100% (2)
Computer Aided Simulation and Analysis Lab Manual - 7
98 pages
Tips Omega Keys
No ratings yet
Tips Omega Keys
6 pages
Look-Ahead Sigma-Delta Modulation and Its Application To Super Audio CD
No ratings yet
Look-Ahead Sigma-Delta Modulation and Its Application To Super Audio CD
340 pages
12 Preform Design For Single - and
100% (3)
12 Preform Design For Single - and
15 pages
B767 ATA 00 Student Book
No ratings yet
B767 ATA 00 Student Book
81 pages
Object Oriented Programming For R-2013 by K. Sriram Kumar, P. Krishna Sankar
No ratings yet
Object Oriented Programming For R-2013 by K. Sriram Kumar, P. Krishna Sankar
8 pages
Practice Papers XII-Chemistry
No ratings yet
Practice Papers XII-Chemistry
125 pages
Papier ICDTA-21
No ratings yet
Papier ICDTA-21
11 pages
Experimental Determination of Bubble Size Distributions in Bubble Columns: Prediction of Mean Bubble Diameter and Gas Hold Up
No ratings yet
Experimental Determination of Bubble Size Distributions in Bubble Columns: Prediction of Mean Bubble Diameter and Gas Hold Up
9 pages