Salesforce Admin Interview Questions and Answers
Salesforce Admin Interview Questions and Answers
Answer: If you know earlier big companies used to maintain their servers which were providing the data
storage and computing resources which were very costly to maintain, moreover not necessarily each company
was utilizing their servers to fullest or if they wanted to expand the computing power it was not an easy
task.
Cloud computing is like the on-demand availability of computer system resources, data storage, and computing
power without being managed by the user utilizing them. And it’s effortless to increase or decrease the resources
you want for yourself. Example AWS.
https://youtu.be/9H2tkD6Crjs
To generate multiple simulated environments from a single piece of the underlying hardware.
Cloud computing is a set of approaches to deliver data storage, computation power, infrastructure, etc.,
to users on-demand across any network.
3. What is PaaS? Is Salesforce a PaaS or SaaS?
Answer: Platform as a service (PaaS) is a category of cloud computing services that allow customers
to develop, run applications without the complexity of building and maintaining the infrastructure
typically associated with developing and launching the application(s);
Salesforce is both PaaS and SaaS, and it is SaaS as Salesforce provides you with a set of software offered in
an on-demand model.
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Salesforce Admin Interview Questions ::
PaaS as Salesforce Lightning Platform’s built-in features and functionality take care of back-end
concerns such as security, infrastructure, and data integration to focus on building only apps rather than
worrying about other things.
Answer: Public Cloud – In simple terms, it’s a hosting solution where your data is stored in the
provider’s data center. He is accountable for maintaining and manage the data center and is being
shared with other organizations. Salesforce is a public cloud.
Answer: These reside on a company infrastructure only; the company is responsible for maintaining and
upgrading it over time and is not shared between any other organization.
Answer: Customer relationship management (CRM) is a technology for managing your firm’s relationships
and interactions with potential customers. The goal is to improve business relationships. A CRM willing
companies to stay connected to customers, streamline processes, and improve profitability.
7. What are a few other software and apart from Salesforce providing
CRM software?
Answer: Microsoft CRM, Sugar CRM, Zoho CRM, Oracle CRM
8. How many times does Salesforce release updates every year?
Answer: Salesforce releases updates three times a year. They are called
9. What are different Salesforce Editions? Why are there so many editions?
Answer: Salesforce provides bundles of features and services, each geared toward specific business needs.
These bundles, called editions, share a look and feel but vary by
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Salesforce Admin Interview Questions ::
functionality and pricing. For example, Custom fields allowed per object are different in each edition. In the
Enterprise edition, we can create up to 500 fields per object, while in the unlimited edition, we can create
800.
Salesforce comes in these editions: Essentials, Professional, Enterprise, Unlimited, and Developer Editions.
Answer: Salesforce.com is built over Force.com only; force.com allows you to develop your custom
applications, while Salesforce.com is a set of pre-packaged solutions such as sales and service cloud.
11.
12. What is Database.com?Answer: Database.com is Salesforce’s primary enterprise that is
built to store data on the cloud. It is a massive data storage platform. Users can securely stash a vast
number of records. Create transactions with speedy response times. Retrieve records for
developing apps.
13. What are the different types of sandboxes available in Salesforce, and what
are their uses?
Answer: There are four types of sandboxes in Salesforce, namely – Developer
Sandbox – This is a basic sandbox-provided Salesforce with all the metadata from the
production environment, but no data copied over, and for development will use it.
Developer Pro Sandbox – They are a better version of developer sandbox only; they come with
more storage than developer sandbox, but even here, only moving the production metadata.
Partial Copy Sandbox – This type of sandbox not only allows you to copy metadata rather than
some part of live data as well. But this is also usually used as SIT environment where you can test
your integration. Other functionality with data
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Salesforce Admin Interview Questions ::
Full Sandbox: This is a replica of the production environment, usually used to test functionalities
and give user training thoroughly.
14. What is work.com?
Answer: Work.com is a Salesforce product that targets employee engagement in three areas:
1) Alignment of the team and personal goals with business goals,
2) Motivation through public recognition, and
3) Real-time performance feedback.
4) Employees to meet goals through a system
https://youtu.be/8SQ_1CQ-Gxs
Custom objects are when you create information that’s specific to the industry. For example, your
business may want to create a custom property object which will store all the information related to
real estate that you want to sell.
15. What is an app in Salesforce [Scenario based Salesforce interview Questions]?
Answer: An App in Salesforce is nothing but a container containing the app’s name, a logo, and a
set of ordered tabs.
Remember, all the metadata, such as your objects, apex classes, triggers, etc., have nothing to do with
an app.
App just allows you to group all the things that help you achieve a flow.
For example, the Sales app(Standard application ) Contains a tab for the object that is part of Sales
flow like Account, Contact, Opportunity, Lead, Order, etc.
16. What are the different types of object relationships available in
Salesforce? Answer: We have two types of relationship in Salesforce, namely :
Master-Detail:
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Salesforce Admin Interview Questions ::
It’s a tightly coupled relationship that allows you to connect one object to another in one too many
fashions.
Lookup:
Its a loosely coupled relationship that allows you to connect one object to another in one too many
fashions
Self Relationship:
Object creation from a relationship is possible, but it must be a lookup relationship. Parent account field
on Account that allows us to choose an account as a parent account of an existing one.
Hierarchical Relationship:
Available only for the user object. Use a lookup field to associate users. It does not indirectly or
directly points to itself. One can create a custom hierarchical relationship field to store every user’s
direct manager; this is an example.
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Salesforce Admin Interview Questions ::
18. Is it possible to fire a validation rule only when a record is being inserted
and not being updated?
Answer: Yes, we can use the keyword ISNEW() to restrict validation to fire only in case of
insertion.
19. Can we rollup summary field from Contact to Account?
Answer: No, we can’t as contacts are not in a master-detail relationship with accounts. It’s a special
relationship that allows cascade delete, but contacts can also exist without an account.
20. Can a standard object be on the detail side of a
relationship? Answer: No
21. Can I convert a lookup relationship to master detail?
Answer: Yes, you can only if either all the records have values populated for the parent object or
there are no records at all.
22. Can we convert the master-detail relationship to lookup?
Answer: Yes, if there are no rollup summaries defined on a parent object
23. Can I use formula fields as filter criteria while defining rollup
summaries fields?
Answer: No
24. Does a change in rollup summary fields also fire
trigger? Ans: Yes
25. What is a schema builder?
Answer: Schema Builder provides a dynamic environment for viewing, modifying all the objects and
relationships in-app. It dramatically simplifies the task of designing, implementing, and changing your
data model or schema. Schema Builder is enabled by default.
26. Can you change the value formula field on the
record? Answer: No formula fields are read-only fields.
27. What is a dependent picklist?
Answer: Dependent picklist becomes active once a value is chosen on a controlling field.
We can map a value or set of values allowed for a particular value on a controlling field.
For example, When choosing your location, you first select a country, then depending on your
country, the second picklist, i.e., the state, gets enabled, then depending on your state, you choose
your city.
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Salesforce Admin Interview Questions ::
Chapter 5: UI Customization
33. What is the page layout in Salesforce?
Answer: Page layouts control the layout and organization of buttons, fields, related lists on object
record pages, and custom links. Use them to customize the content of record pages visible to your
users. Page layout determines which fields are visible, read-only, and required.
34. Can we have multiple page layouts defined for the same record type?
Answer: Yes, we can; every user sees a particular layout depending on record type and profile
combination.
35. What are compact layouts?
Answer: Compact layout is the one shown in the highlight panel when we open any record. We can
add only ten fields in the compact layout.
36. Have you seen the master record type on an object? What do you
understand about it?
Answer: Yes, an object has no custom record types defined. The admin can see a master record
type which is just a placeholder, for example, while assigning page layouts, etc.
Note: Master record type does not have record type id associated with it. Moreover, once a custom
record type is defined, the master record type is no more available.
37. What is the search layout, and how do we see it?
Answer: Search layout is the search results fields displayed on the screen after
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Salesforce Admin Interview Questions ::
searching any record in global search in Salesforce. We can create different search layouts for other
profiles. Moreover, we can only add ten fields in search layouts.
38. What are object-specific actions?
Answer: Object-specific actions let users quickly create or update records, log calls, send emails, and
more in the context of a particular object.
39. Can you call an LWC component from quick
action? Answer: Yes
40. Can you call flows from object-specific actions and global actions?
Answer: We can call flows only from object-specific actions and not from global actions;
moreover, you can only call those flows which include screens
41. What are global actions, and how are they different from object-
specific actions?
Answer: Global create actions let users create object records; unlike object-specific actions, there’s no
automatic relationship between the record created and any other record. You can add global actions to
page layouts for the home page, the Chatter tab, Chatter groups, and record detail pages.
42. Are the custom actions also available in Salesforce 1 automatically?
Answer: Yes
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Salesforce Admin Interview Questions ::
Answer: If checked on fields, it prevents you from putting the same value on multiple records.
The critical thing to remember is custom fields marked as Unique count against an object’s limit of 25
External ID fields.
48. What is the use of the action “Export All” in the data loader?
Answer: When you use export, you can extract/export all records, including the records in the Recycle Bin.
We have majorly three levels of access controls. Private Public read-only Public Read/Write
50. Can we disable access via role hierarchy?
Answer: Yes, we can for custom objects but not for standard objects.
51. What is a public group?
Answer: Public group consists of users, roles, or “roles and subordinates.” Sharing rule is defined using
public groups. Records that match certain conditions allocated to users in public groups through Sharing
Rules.
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Salesforce Admin Interview Questions ::
as owners of records to share workload while groups are used for security, i.e., to open up access
for a set of users.
53. Who can manually share the record?
Answer: Record Owner, Any user above the role hierarchy or Administrator, can manually share the record.
If a user has minimum read access on the parent record, they can edit the child record.
They can edit the child record, If the user has edit access on the parent record only. Remember, users
also need to have access at the profile level to edit the object.
57. What is public read-write transfer available on specific objects in OWD?
Answer: This option is available only for the case and lead objects, along with users being able to read
and write the record. They can also transfer ownership of the record depending on whether they have
appropriate access to the profile.
58. What will happen to child records if we delete a parent record in
Lookup Relationship?
Answer: When we define a lookup relationship between two objects, we choose an outcome for if
the parent record is deleted what should happen with lookup value will be cleared, or we will restrict
the user from deleting the parent record itself.
Note: We can’t select the first option, i.e., clear the value of a field if the field is marked as required.
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Salesforce Admin Interview Questions ::
59. What will happen to child records if we delete a parent record in case of
a Master-Detail Relationship?
Answer: All the child object records will be deleted if we delete the parent object record.
60. If we restore the master record, does it also restore the detail
records? Answer: Yes
61. What is “View all” and “Modify All” permission?
Answer: View all and modify all fields trump everything in the system, i.e., irrespective of OWD,
what sharing rules are set up in system user with this permission will be able to see or edit all the
records present in the system for a particular object. It gives a user the ability to mass update, mass
transfer, and mass delete records.
62. What will happen if a field is hidden through Field level security and the
user searches for values in that field?
Answer: Field-level security doesn’t prevent users from searching on the values in a field. When
search terms match field values protected by field-level security, the associated records are returned
without the protected fields and their values in the search results.
63. Can we restrict permissions using a permission set?
Answer: No permission sets are used to extend the access, not restrict it.
64. If a user doesn’t have access to a record type, can they still see the records
of that record type?
Answer: Yes, they will be able to see it; they just won’t be able to create records of that particular
record type.
65. Can we restrict users logging in from unauthorized IP addresses?
Answer: Yes, we can define what IP addresses are valid, and if users of that particular profile
try to login IP addresses outside of those defined, they will be denied access.
66. What is the difference between defining IP ranges in network access and
on profile?
Answer: IP ranges that we define in-network access. Just tell us a list of secure IPs that don’t
require any login challenges, like receiving an OTP, while IP ranges are defined on the profile. It will
restrict the user from logging in other IPs other than described on the profile.
67. Can we restrict the login of users based on time?
Answer: Yes, it can be done, but only at the profile level is there a related list under
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Salesforce Admin Interview Questions ::
each profile called login hours, where we can define the start and end time for each day.
68. Can we force users to set up a complex password while setting users
in Salesforce?
Answer: Yes, we can define our password policies where we can choose complexity requirements
for each password, length and force the user to change the password every 30 days
Chapter 8: Queues
69. Are all objects supported by Queues | Salesforce interview questions 2021?
Answer: No, for example, Account and Opportunities are not supported by Queues.
70. Who all can be part of Queue?
Answer: Users, Public group, roles, roles, and subordinates both internal and portal, territories,
and territories subordinates
71. Can a queue be part of another
queue? Answer: No
72. What is the use of Queues?
Answer: Queues in Salesforce are used to prioritize, distribute, assign and share the workload among
the team members sharing the workload.
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Salesforce Admin Interview Questions ::
77. Can we see all the time-dependent workflow actions that are lined up to
be executed?
Answer: Yes, we can monitor all the pending automation related to time-dependent workflows in the
“Time-based Workflow” option in setup.
78. Do time-dependent workflow actions fire even when the record criteria
that initiated the action no longer hold?
Answer: It will be removed from the Queue and will not be fired.
79. Can we remove pending time-based actions?
Answer: Yes, we can delete pending automation from the “Time-based workflow” option in setup.
80. Can an object have multiple approval processes defined for it?
Answer: Yes, as per the current release, you can have 1000 active approval processes and
300 active approval processes per object.
81. Can I create an approval process where a set of users receive approval
notification, i.e., even if any one of the users rejects or approves records
get approved or rejected?
Answer: Yes, we call this approval process a parallel approval process where a set of users receive
notification to act on the record; whoever acts first will be able to approve or reject the record.
82. Can I submit a record for the approval process without actually having to
click on the “Submit for approval” button?
Answer: Yes, you can submit a record for approval via process builder or even apex trigger.
83. Assume we have created multiple field updates and email alerts used in
workflow rules. Now I want to do the same field updates and send the
exact emails via the approval process. Can I re-utilize the same field
updates and email alerts in the approval process, or do I need to create a
new one here? Answer: We can utilize the same field updates and email alerts; you can
search from the list to re-utilize.
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Salesforce Admin Interview Questions ::
86. Are newly created fields automatically included in your custom report
types? Answer: Yes, if you tick mark the option to include it in the report types while creating
the field, you will have to add them manually.
87. What is a report type?
Answer: A report type is like a template which makes reporting more straightforward. The report
type determines which fields and records are available for use when you are creating a report. This is
based on the relationships between a primary object and its related objects. For example, with the
‘Contacts and Accounts’ report type, ‘Contacts’ is the primary object, and ‘Accounts’ is the related
object.
Contacts and Accounts is a standard report type that comes from OOTB.
88. What is the difference between custom report types and standard
report types?
Answer: Standard report types are report types which Salesforce create itself when we create objects
and relationships between them, for example, Contacts and Accounts.
Custom report types allow the admin to specify all fields available to the user while creating a report.
Also, it provides functionality to associate up to 4 objects. It’s like creating a template that tells
Salesforce that I need these objects with these fields to be available to create the report.
Get real-time reports about business running, and the intuitive workspace helps you be productive. In
other words, it’s focused on enhancing the effectiveness of an organization’s sales team and hence
increases the number of sales.
90. Can contact exist without an
Account? Answer: Yes
91. What are personal Accounts in Salesforce?
Answer: Person accounts to store information about individual people by combining certain
Account and contact fields into a single record.
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Salesforce Admin Interview Questions ::
Account – Contact relationship comes with cascade delete, but you can’t have any rollup on Account.
Moreover, you can’t do cross-field updates using workflow rules on Contact.
Account-Opportunity – It’s not mandatory to populate Account on Opportunity, but cascade delete is
true, and we can also do both rollup and cross-field updates.
93. What is the difference between Product and Asset?
Answer: Products are essentially your list of items that your company is selling in its portfolio. An
asset is that your customers have purchased. For example, the iPhone is one of the products of Apple,
while the iPhone you own is an asset with a unique serial number.
94. Can we choose which price books my newly created product will be part of?
Answer: Yes, we can get in custom price books, but all products will be, by default, part of the
Standard price book.
95. What are the Lead assignment Rules?
Answer: Assignment Rules are used to automate an organization’s lead generation and support
processes.
Determines how leads are assigned to users or queues as they are created manually, captured from
the web, or imported via the lead import wizard.
96. Once the lead is converted, can we move it back to an unconverted
state? Answer: No
97. What all records are created on lead conversion? Is it mandatory to have
all records created on conversion?
Answer: 3 new records created on lead conversion One each
of Account, Contact, and Opportunity
We can tickmark “Don’t create Opportunity” if we don’t want to create an opportunity on lead
conversion.
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Salesforce Admin Interview Questions ::
Note – Currently, the Solutions tab and object are not available in lightning and Salesforce
Classic support.
102. What is a Case Assignment Rule?
Answer: We can define criteria that determine how Cases are automatically routed to a particular
user or Queue when created in Salesforce.
103. What is Web-to-Case?
Answer: It allows you to capture user requests directly from your company’s website and
automatically generate new cases using Web-to-Case.
But remember, we can only generate up to 5000 cases per day using this setting.
104. Can we define an auto-reply in case of email to the case in Salesforce?
Answer: Yes, we can use auto-response rules, which defines which template to be sent.
105. What is the support process in Salesforce?
Answer: Support Process is only for the “Status” picklist, as you might know. The picklist values
available in the status of a case record type determine a support process. It is only a business-
relevant feature as the status field is the most process-specific field on a case. The status field
cannot be customized on a record type; it should be customized in support.
106. Can we have multiple record types using the same Support
Process? Answer: Yes, multiple record types can refer to the same support process
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Salesforce Admin Interview Questions ::
The use is a better structure of your code, making it easier to change and maintain it. With little
impact, you should, for instance, be able to replace the entire view without changes to the model or
controller logic.
Moreover, remember import wizard doesn’t support all standard objects, for example, Products,
Cases, etc. but supports all custom objects.
110. What is Upsert, and how are external IDs beneficial?
Answer: Upsert combines insert and updates into a single call. Upsert uses an indexed custom field
or external ID to determine whether to create a new record or update an existing record.
If the external ID is not matched, then a new record is created Existing record is
updated If the external ID is matched once.
If the external ID matched multiple times, then an error is thrown
111. Can Users mass transfer records to which they do not have read
access? Answer: No
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Salesforce Admin Interview Questions ::
112. How can we import more than 50000 records considering import
wizard allows only 50k records?
Answer: We can use a data loader.
113. Can we delete records using import
wizard? Answer: No
114. Can we schedule data loads in Salesforce | Free download
Salesforce Interview Questions?
Answer: We can schedule it using Data loader CLI. Note
Windows machines support this.
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