1. What do you know about Salesforce?

Salesforce has become a leader in CRM development. It is a customer relationship

management (CRM) platform that connects
businesses with their customers. It is a single, integrated CRM platform that
provides a standard shared picture of every customer to
all of your departments, including marketing, sales, commerce, and service, and
also allows you to store the data on a secure Cloud.
Not only does the platform include a number of services and tools for relationship
management, but it also assists in app development.
As a result, Salesforce allows you to operate your business from anywhere.

2. 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 salary? US$82,000

3. Expand CRM and explain.

The expansion of CRM is ‘Customer Relationship Management.’

CRM is an application that helps automate systems 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
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4. 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.

5. What are the available portals in Salesforce?

Three types of portals are available on 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.
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6. 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 Salesforce Admin Interview Questions

7. 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
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8. What is the difference between Profile and Role?

The difference between Salesforce Profiles and Salesforce Roles are –

Profiles: Object and field-level access may be created using profiles, such as
general permissions, tab level permissions, read & write permissions, and so on.

Role: We may offer record-level access using roles, such as organization-wide

defaults, Role hierarchy, sharing rules, and manual sharing.
Simply put, record-level access is influenced by responsibilities.

9. 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

10. 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
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11. What are the default index fields?
Salesforce’s default indexed fields are:

Primary Keys: Name, ID, and owner fields)

Foreign Keys: lookup and master-detail relationship fields
Audit Dates: LastModifiesDate
Custom Fields (only marked as External ID or unique)
12. Give one-word answers to the following questions:
a. On the Visualforce page, how many field dependencies are used? a.10 field
dependencies
b. Can two users have the same profile in Salesforce? b.Yes
c. Which field cannot be added as a custom index? c.Formula field
d. Can we edit a formula field value in a record? d. No
e. Can we use sharing rules to restrict data access? e. No

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13.What is Field Dependency?

In Salesforce, Field Dependencies are filters that will let the users modify their
content and control the value of one field dependent
on the value of another. There are two other fields in Field dependency which are.

Controlling Field.
Dependent field.

14. 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

15. Mention various types of sharing rules in Salesforce?
There are a few sharing rules in Salesforce available which are as follows:

Account sharing Rule.

Case Sharing Rule.
Contact Sharing Rule.
Custom Object sharing Rule.
Lead Sharing Rule.
Opportunity sharing Rule.
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16. 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
17. 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.
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18. Mention the ways to share a record?

In Salesforce, there are 5 ways we can share records

Role Hierarchy.
Organization Wide Defaults.
Manual Sharing.
Criteria Based Sharing Rules.
Apex Sharing
19. Do you know about Bucket fields in Salesforce reports?
Without the need for any sophisticated algorithms or custom fields, a bucket field
allows you to combine related data together by ranges and segments.
Bucketing is a method of grouping, filtering, and arranging report data. You must
define numerous categories (buckets) that are used to group report
values when creating a bucket field.

20. 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
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21. What is Workflow in Salesforce?

Workflow in Salesforce is business logic that helps you to automate your
organization’s normal processes and procedures, saving you a significant amount
of time. Workflow allows records to carry out tasks like changing data or
notifying individuals or external systems. We can automate tasks like assigning
tasks, sending emails, updating fields, and sending outbound messages.

22. 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
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23. What are the various types of relationships available in Salesforce?

These are the various relationship types in Salesforce that users can create. Which
are:

Self-relationship
Lookup
Indirect lookup
External lookup
Many-to-many (junction object)
Hierarchical
Master-detail relationship
24. 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:
The workflow rule is active
The workflow rule is included in the package
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25. Mention some CRM providers

The popular CRM providers are:

Oracle CRM
Microsoft Dynamics CRM
Salesforce CRM
SAP CRM
NetSuite CRM
Sage CRM
SugarCRM
26. Who can access the drag and drop dashboard?
The one who has in managed dashboards can access the drag and drop dashboard

27. 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
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Advanced Salesforce Admin Interview Questions and Answers for Experienced
Professionals
28. What is the Formula field?
A Formula field is a read-only field that is coupled with a formula or expression
from which its value is calculated.
With the corresponding modification in the formula or expression, the value of this
type of field is immediately changed.
This field can be created using both standard and custom objects.

29. 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
}
}
30. What is Data Loader?
Salesforce Data Loader is a client application that allows you to import or export
data in bulk. One can insert, update, remove,
or export Salesforce records with this tool. Data Loader reads, extracts, and
loads data from comma-separated values (CSV) files
or a database connection for importing data. It creates CSV files for exporting
data.

31. 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
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32. What are the Data management tools in Salesforce?

There are two data management tools available in Salesforce which are:

Data Import Wizard

Data Loader
33. 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
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34. 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
35. 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
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36. 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 the most 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 helps 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 Salesforce 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.

37. 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

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38. What is meant by TAB in Salesforce?

Salesforce tabs allow users to see information at a glance. In the program, it
shows the data of objects and other web material.

Types of TAB in salesforce are:

Standard object tabs

Custom object tabs
Web tabs
Visualforce tabs
39. 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 to profile and permission sets. The
attributes of profile and permission sets are mentioned below:

Profiles
Page layouts
IP ranges
Login hours
Desktop
Client access
Permission
App permissions
Record types
Tab settings
Assigned apps
Object permissions
Field-level security
Apex classes
Visualforce pages
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40. 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.

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

Attribute Managed Packages Unmanaged Packages
Customization The code or metadata cannot be changed If required, the code
and metadata can be customized
Upgrades The solution is upgraded by the provider For upgrading, we should
replace the previous version with the new version
Org Limits There is no limit for the usage of app, tabs, and objects The packages
set limits for the usage of apps, tabs, and objects
42. How can we clear the time-based workflow action queue?
There are two ways to clear a time-based workflow action queue:

First, you can make false criteria.

Or you can clear by removing actions that are rescheduled from the queue.
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43. What is OWD and Do you know how many accesses are available in OWD?
The default level of access to data records for all users in an organization is
defined by the Organization’s defaults. Defaults are used
to limit data access across the organization (Records). For both Standard and
Custom Objects, Organization-Wide Defaults (OWD) can be set.

In Organization-Wide Default, around 13 various accesses are available. They are as

follows:

Public Read Only.

Public Read/Write.
Public Read/Write/Transfer.
Public Full Access.
Private
View Only.
Use
Hide Details.
Hide Details and Events.
Show Details.
Show Details and events.
Controlled by parent
No Access.
44. What is meant by an App in Salesforce? And what are the types of Apps?
In Salesforce.org, an app serves as a container. There are tabs, a logo, and a name
on them. It’s a collection of tabs that provide the
Salesforce developer with the features he or she is seeking for. If you need to
develop an app in Salesforce, simply follow the steps below:

Setup ->Build ->Create->App-> Click on new

Salesforce has two types of Apps which are:

Custom App
Console App
Also, Check out our blog to learn about Salesforce Metadata!

45. How can we add JavaScript remoting to the visualization page?

In order to add JavaScript remoting to your Visualforce page, we need to follow the
syntax mentioned below:

[namespace.]controller.method(
[parameters]
Callbackfunction,
[configuration]
);

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Salesforce administrator interview questions on CRM Basics.

What is Cloud computing?

Expand CRM?
List some CRM Software’s?
What are the Advantages of Cloud Computing?
What is the definition of CRM?
What are deployment modes of cloud computing?
What is PaaS?
What is SaaS?
What is IaaS?
What is Public Cloud?
What is Private Cloud?
What is Hybrid Cloud?
What are the different types of Cloud Service providers?
Difference between Public and Private Cloud?
Salesforce.com is based on which cloud ?
What are common factors on SaaS, PaaS, and IaaS?

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Salesforce administrator interview questions on Salesforce Basics.

What is Salesforce?
Different Salesforce Editions?
Number of Salesforce Editions released per year?
Difference between Salesforce.com and Force.com?
What is Database.com?
How many types of portals are available in Salesforce?
What is App in Sales force?
Different types of object in Salesforce.com? And why they called so?
What is an object in Sales force?
What is TAB in Salesforce?
List examples of custom field types?
What are the Standard and Custom Fields in Salesforce?
How many custom fields can I created in an object?
What is a profile?
What is a Role?
Difference between Role and Profile?
Number of standard profiles available in Salesforce.com?
How can you use the term “Transfer Record” in profile?
Define Company Profile?
How to get security token in Salesforce.com?
What is a Fiscal Year in Salesforce?
What is a dependent pick list?
What is Page Layout and Record Types?
How to delete user from Salesforce?
How to freeze users in salesforce.com?
In how many ways can we store files, images and documents in salesforce.com? what
are they?
What are Static Resources?
List some standard indexed fields in salesforce.com?
Which fields are Indexed by default in Salesforce?
Which fields cannot be added as a custom Index?
When Standard Indexed fields are used in Salesforce.com?
When Custom Indexed fields are used in salesforce.com?
In salesforce, Can two users’ can have same profile?
Is it possible to edit formula field values in a record?

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Salesforce administrator interview questions on Security.

What is a Sharing Rule?

What is Manual Sharing?
What is permission set?
Difference between profiles and permission sets?
How can you define Field Dependency?
How many field dependencies we can use in Visual Force page?
Tell me about Field-Level Security?
Briefly describe about Field-Level Security?
What are Login Hours and Login IP Ranges?
What is a User Record?
What is a Record Owner?
What are Organization Wide Defaults?
What is a Role and Role Hierarchy?
What is Access at the Role Level?
What are the different types of Sharing Rules in Salesforce and explain them?
In how many ways can we share a record?
Uses cases for Sharing Rules in Salesforce?
Best Practices of Creating Contact Sharing Rules?
How can i provide record level access to user’s in an organisation? then what
should i use from Salesforce security model?
If i want Object level accesses then what should i use from Salesforce security
model?
In Partner Community, external user is having appropriate OWD and Profile Settings
for Opportunity or consider any other Object.
However they are getting insufficient privilege access, what might be cause of this
error ?
What are governor limits?
Is it possible to bypass Grant Login access using Hierarchies in case of standard
objects?
Can we use sharing rules to restrict data access?
Is it possible to create sharing rules for detail object?
Salesforce administrator interview questions on Organization wide Defaults(OWD).
How can you change the setting “Grant Access Using Hierarchies” for Standard
Objects ?
What are the Mandatory points that you think while creating User, Role or Profile?
While setting OWD (Organization wide sharing), can we change/modify the setting of
child record in case of Master-Detail relationship?
While setting OWD (Organization wide sharing), can we change/modify the setting of
child record in case of Master-Detail relationship?
Number of accesses available in Organization Wide Defaults and what are they?
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 ?
-----------------------------------------------------------------------------------
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Salesforce administrator interview questions on Relationships.

What are the different types of Relationships in SFDC?What are they?

What is a “Lookup Relationship”?
What is “Master-Detail Relationship”?
What is a “Self Relationship”?
What is Roll-up summary?
How to create Roll-up summary field on lookup relationship?
Can we have Roll up Summary fields in case of Parent-Child Relationships?
Is it possible to edit Roll up summary field value in a record?
Can we create Roll up summary field on parent object ?
How to create Many – to – Many relationship?
What is Junction Object?
What are the main things need to consider in the “Master-Detail Relationship”?
Can we convert the look up relationship to Master Detail relationship? If so How
can we convert?
Can we create Master Detail relationship on existing records?
How to create many to many relationships between two objects?
In case of Master-Detail relationship, on Update of master record can we update the
field of child record using workflow rule?

In case of Master-Detail relationship, on Update of child record can we update the

field of Parent record using workflow rule?
How to move Relationships to production from Full Sandbox?

What happens to detail record when master record is deleted?

What happens to child record when a master record is deleted in Lookup

Relationship?
A custom object contains some records, now my requirement is to create field in
this object with master detail relationship.
Can we create master detail relationship in this case?
In case of Master-Detail relationship, on Update of master record can we update the
field of child record using workflow rule?
Salesforce administrator interview questions on Reports and Dashboards.
What are different kinds of reports?
What are Standard Reports?
What are custom Reports?
What is a Tabular report ?
What is a Summary Report?
What is a Matrix Report?
What is Trend Report?
What are Custom Report Types?
Who can run Reports?
What is a bucket field in reports?
Is it possible to delete reports using Apex?
What are Dashboards?
Dashboard Components?
What are dynamic Dashboards?
Can we schedule dynamic dashboards?
Explain dynamic Dashboard.
Who can access “drag and drop dashboard”?Which type of report can be used for
dashboard components?
Which permission is required to set the running user other than you in dashboard?
What is the use of “floating report header”?
How to enable “floating report header”?
What is Analytical Snapshot in Salesforce.com?

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Salesforce administrator interview questions on Workflows and Approvals.

What is Workflow?
Different Workflow Components available in salesforce?
What are the different workflow actions available in Salesforce?
What is a Workflow Rule?
What is a Workflow Task?
What is a Workflow Alert?
What is a Workflow Field Update?
What is Time-Dependent Workflow?
Working with Time-Dependent workflow?
Time-Dependent Workflow – Considerations?
Limitations of Time-dependent workflow?
In which criteria of a workflow – “time dependent workflow action” cannot be
created ?
When you can’t add Time dependent action in Workflow rule?

We have a “Time Based Workflow” and there is Action scheduled to be executed. If we

Deactivate the workflow,
Scheduled actions will be removed from queue or not?
We have “Time Based Workflow” and there is action scheduled to be executed. Can we
delete that workflow?
How to clear the Time based workflow action queue?
While creating workflow on Task, what difference observed on available actions?
For which criteria in Workflow “Time dependent workflow action” cannot be created?

Suppose if a record meets workflow criteria for time based workflow action, the
action goes in queue.
Later, before the time based action is triggered, the same record gets modified and
the criteria previously met is
changed and now it does not meet the workflow criteria. What happens to the time
based action placed in Queue?

Difference between Trigger and Workflow?

Salesforce administrator interview questions on Data Loaders.
Briefly describe about Data Loader?
What are the different actions that can be made using data loaders?
How can we insert a record using Data Loader?
How to delete a record using Data loader?
How to update a record using Data Loader?
How to export records from Salesforce using Data Loader?
Explain about UPSERT?
How to handle comma fields while uploading using Data loader?

After Exporting data using Data Loader, Some time it appears that data is on New
Line (Carriage Return) when we open CSV file in Microsoft Excel.
For example, Address Data separated on different lines. How can we override this
problem?

Explain me about Export and Export all in Data Loader?