1. What is Salesforce?

Salesforce.com is a cloud-based customer relationship management (CRM) software

solution for sales, service, marketing, collaboration, analytics, commerce etc.

2. Different Salesforce Editions?

There are four primary Salesforce Editions available: Essentials, Professional, Enterprise, and
Unlimited. 3. Number of Salesforce Editions released per year?

Salesforce has three major releases per year

4. Difference between Salesforce.com and Force.com?

Salesforce is a SaaS product whereas force.com is PaaS product. In SaaS you get out of the box
functionality like leads, opportunities, accounts etc, however in PaaS you have to develop
everything by yourself. Salesforce.com is built on force.com platform.

6. How many types of portals are available in Salesforce?

There were 3 portals, Salesforce Customer Portal, Salesforce Partner Portal and Self Service
Portal.

7. What is App in Sales force?

An app is a collection of items that work together to serve a particular function. Salesforce
apps come in two flavors: Classic and Lightning.

8. Different types of objects in Salesforce.com?

Salesforce supports several different types of objects. There are standard objects,
custom objects, external objects, platform events, and BigObjects.

9. What is an object in Sales force?

Objects are database tables that allow us to store data specific to the organization
in salesforce. Two types of objects in Salesforce Standard and Custom.
10. What is TAB in Salesforce?

Tabs in Salesforce help users view the information at a glance. It displays the data of objects
and other web content in the application.

11. List examples of custom field types?

AutoNumber, checkbox, currency, Date, Date/Time, Formula, Email, Number, Percent, Phone,
Picklist, Text, Lookup relationship, Master-Detail relationship etc.

12. What are the Standard and Custom Fields in Salesforce?

Standard Fields:

There are four standard fields in every custom object that are Created By, Last Modified
By, Owner, and the field created at the time of the creation of an object.

These fields cannot be deleted or edited and they are always required. For standard objects,
the fields which are present by default in them and cannot be deleted from standard
objects are standard fields.

Custom Fields:

The Custom fields which are added by the administrator/developer to meet the business
requirements of any organization. They may or may not be required.

13. How many custom fields can I created in an object?

It depends on the Salesforce edition. Max limit is 100 In Essential and Professional editions,
500 in enterprise, 800 in Unlimited and 500 in developer edition.

14. What is a profile?

Profiles define how users access objects and data, and what they can do within the
application. When you create users, you assign a profile to each one.

15. What is a Role?

Roles are defined so as to increase the data visibility a particular user has. Role hierarchy allows
the user sitting in higher level have access of records owned by users having role lower in
hierarchy.

16. Difference between Role and Profile?

The main difference between role and profile is given below -

Role And Profile

17. Number of standard profiles available in Salesforce.com?

Contract Manager, Marketing User, Read Only, Solution Manager, Standard User, System
Administrator.

18. How can you use the term “Transfer Record” in profile?

Transfer record is a type of permission in salesforce. If a user is given access to transfer a

record, then the user will have the ability to transfer the records which have Read access.

19. Define Company Profile?

The company profile contains core information for your organization within Salesforce, some
of which is captured during the initial system sign-up, and includes the following: Company
information and primary contact details. Default language, locale, and time zone. License
information. Fiscal year settings.

22. What is a dependent pick list?

Ans. A dependent picklist is a custom or multi-select picklist for which the valid value
depend on the value of another field, called the controlling field.

23. What is Page Layout and Record Types?

Page Layouts determine which fields are displayed to your users on a record. They allow you
to add fields, sections, links, custom buttons, and a few other features.

Record Types let you offer different business processes, picklist values, and Page Layouts
to different users.

24. How to delete user from Salesforce?

You cannot delete users from Salesforce. You can remove their license or deactivate them to
remove access to the system, but because they may still own records, they cannot be deleted.

25. In salesforce, can two users can have same profile?

Ans. Yes
26. Is it possible to edit formula field values in a record?

Ans. No

27. Which fields cannot be added as a custom Index?

Ans. Formula field

28. What are Governor Limits in Salesforce?

In Salesforce, it is the Governor Limits which controls how much data or how many records you
can store in the shared databases. Why? Because Salesforce is based on the concept of multi
tenant architecture.

29. What is a sandbox org? What are the different types of sandboxes in Salesforce?

A sandbox is a copy of the production environment/ org, used for testing and development
purposes.

Types of Sandboxes are:

 • Developer

• Developer Pro

• Partial Copy

• Full

30. Can you edit an apex trigger/ apex class in production environment? Can you edit a
Visualforce page in production environment?

No, it is not possible to edit apex classes and triggers directly in production environment.

31. What are the different data types that a standard field record name can have?

A standard field record name can have data type of either auto number or text field with a limit
of 80 chars.

32. What is a bucket field in reports?

A bucket field lets you group related records together by ranges and segments, without the use
of complex formulas and custom fields. Bucketing can thus be used to group, filter, or arrange
report data.

33. What are dynamic dashboards? Can dynamic dashboards be scheduled?

Dynamic dashboards are used to display information which is tailored to a specific user. You
can use dynamic dashboards when you want to show user-specific data of a particular user,
such as their personal quotas and sales, or number of case closures, or leads converted etc.

34. What are the different types of reports available in Salesforce? Can we mass delete
reports in Salesforce?

Salesforce Report Types

1. Tabular reports Simple Excel type tables which provide a list of items with the
grand total

2. Summary Similar to Tabular reports, but also have functionality of

reports grouping rows, viewing subtotals & creating charts
 3. Matrix reports Two-dimensional reports which allow you to group records both
by row and column

4. Joined reports Multiple blocks showing data from different reports based on same
or different report types

35. Explain different types of apps we can use in Salesforce.

There are two types of apps that we can create in Salesforce. They are:

• Custom app: They are mainly used by business owners who want to build an app that
suits their business requirements from time to time. It’s widely used in the market.

• Console app: It can be used only in the client service business, where we focus on
tackling the client’s issues. Compared to a custom app it’s not widely used in the
market.

36. What is sharing rule?

Sharing rules are applied when a user wishes to permit access to other users like public
groups, roles, or territories. It gives greater access to particular users by making automatic
exceptions to your organization-wide sharing settings.

37. What is an Audit trail in Salesforce?

An Audit trail in Salesforce is a unique feature that helps in tracking the changes made in the
organization by you and other administrators. In that way, you will always get to know who
has modified the project at the last minute. It is helpful for the organization with more
administrators.

38. What is dashboard in Salesforce?

A dashboard in Salesforce is a pictorial representation of the report. It displays data

from source reports as visual components.
41. What are validation rules in Salesforce?

Validation rules in Salesforce consist of a formula or expressions that evaluate the data in one
or more fields in a record to meet the standards you specify before the user can save the
record. It returns a “True” or “False” value based on the evaluation of the data.

42. What are record types in Salesforce?

Salesforce record types permit us to associate different business processes and display different
picklist values and page layouts to different users based on the user profile.

43. How many ways we can share a record?

With the help of the given below methods we can share records in Salesforce:

• Role Hierarchy

• Manual Sharing

• OWD

• Apex sharing

• Criteria based sharing rules

44. What is Salesforce lightning?

Salesforce lightning is a component-based framework for application development, which has

a collection of tools and technologies that aim to effectively increment the performance of the
Salesforce platform. These tools include an entirely new version of a framework, visual
upgrades, new and optimized interfaces, and more. It is designed to simplify processes for
business users, who do not have any programming experience.

_________________MORE QUESTIONS _____________________________________

1.What is crm ?
Ans : customer relationships management.

3.WHO IS THE FOUNDER OF SALESFORCE?

Ans: mark benioff.
4.In which year the Salesforce was launched ?
Ans : the Salesforce was launched in 1999.

5.What is cloud based technology ?

Ans : it Means everything will be provide by the company itself.

6.what is SAAS?
Ans : saas(software as a service) means applications or softwares are developed
by some companies.
Ex : gmail, fb, twitter.

7.what will come under SAAS?

Ans : salesforce.com.

8.What is PAAS?
Ans: paas(platform as a service) here we can develop applications or we can
customiseexisting applications.

9.what will come under as PAAS?

Ans : force.com.

10.what is IAAS ?
Ans : infrastructure as a service ,it is a one type of storage device.

11. What is multitenant architecture ?

Ans : it Means one server can use multiple users is known as multitenant
architecture. Ex : fb,gmail.

12.how many types of editions are there in sales force?

Ans : there are 5 types of editions are there in. Salesforce..
a) contact manager 5$
b) group 25$
c) professional 65$
d) enterprise 125$
e) performance or unlimited edition 300 $.

13.which url we can use to create a Salesforce developer

account?

Ans : Developer.salesforce.com

14.which url we can use for login?

Ans : login.salesforce.com

15.how many types of user interfaces (UI) are there in sales force?
Ans : there are two types of interfaces are there in sales force they
are :
a) classic user interface
b) lightning user interface.

16.how many many types of orgs are there in sales force?

Ans : two types of orgs are there .
They are: a) production org
b) sandbox org
 17.what is production org ?
Ans : this is for end user's to use a application realtime data.

18.what is sandbox org?

Ans : we can use to develop applications,testers,uat(user acceptance test).......

19.if you want to login production org which url we can

use ? Ans :login.salesforce.com

20..if you want to login sandbox org which url we can use ?
Ans :Test.salesfoce.com.

24.how many types of email templates are there?

Ans : four types of templates.
a)text
b) html(using classic letterhead)
c) custom (without using classic letterhead)
d) visual force

25. What is queue ?

Ans : collection of users, roles, public group, roles subordinates.

26.how many types of rules are there In Salesforce?

Ans : 3 types are there.
a) assignment rules
b) auto response rules
c) escalation rules

27.where we can create the rules in Salesforce?

Ans : in lead and case objects
In lead : we can create assignment rule and auto response rule.
In case : only we can create escalation rule only.

28.what is assignment rule ?

Ans : based on some conditions we can assign lead to the some users in Salesforce
is called assignment rule.

29. Where we can create auto response rules in Salesforce?

Ans: only in web to lead .

30. What is web to lead in Salesforce?

Ans : by using a website form to capture a visitor information and
store that informationas a new lead in Salesforce
--- Salesforce let's u can easily create
Web to lead forms that capture information
About to visitors to your website.

31. What is assignment rule in Salesforce?

Ans : Salesforce Lead Assignment Rules are used to automatically assign lead
records toa particular user or queue based on different conditions.
 It can contain many rule entries that determine the assignee of a lead.

32. What is auto response rule in Salesforce?

Ans :Lead Auto response rules are used to automatically send an email response to
theleads captured through the web.
We can create as many auto response rules as we want but only 1 can be active at
a time. A rule can contain many rule entries.

33.what is escalation rule in Salesforce?

Ans : Esclanation rules in Salesforce are used to escalate cases automatically when
acase is not handled within a certain period of time.
The cases are escalated to new person after bussiness hours.
---it can create only in case object.
35.What is an application?
Ans : application is ntg but a collection of objects.

36. What is a tab ?

Ans : object plural name is called a TAB.
EXAMPLE : OBJECT. TAB
Account. Accounts

37. What is a object ?

Ans : collection of fields or database columns.

38. What is a filed?

Ans : database columns based on data type we can enter the data.

39.why we need to create a tab?

Ans : we need tabs to create for modify the record , delete the record,edit the
record.

40. How we can identify the that is a custom object or standard

object?

Ans : for standard object same api name as a label name.

Ex :. Label name Api Name
Account. Account
Lead. Lead
-- for custom object api name and label name should be different.
Ex :. Label name Api Name
Student. Student__c
Teacher Teacher__c.

41. What is api names of product and pricebook?

Ans : product2 and pricebook2

42. What are the read-only fields in Salesforce?

Ans : a) autonumber
b) formula
c)rollup summaries

43. What are the external Ids in the Salesforce?

Ans : a) autonumber
b) email
c)text
 d)number

44.how many ways we can make field is required in Salesforce?

Ans: --- at the time of field creation we can make it as require. ---
through page layouts
---using validations
---before triggers

46.What is relationship ?
Ans : If u want connect from one object to another object is called as relationship.

47. How many types of relationships ?

Ans : five types of relationships
a) self relationship
b) lookup relationship
c) master detail relationship
d)many to many relationship (Junction Object )

48. What is self relationship?

Ans : if u want to create lookup relationship in the same object we will
use self relationship.
Ex : account------ parent account
Campaign---parent campign

49. What is lookup relationship?

Ans : if u want to link from one object to another object we will use lookup
relationship. ---- it is a loosely coupled
----child(detail) to parent(master) relationship
----parent is not mandatory
----if u delete parent record child record will not delete,only lookup will become
empty ----we can create 40 lookups per object.

50.what is master detail relationship?

Ans : child to parent relationship.
---- parent is mandatory (tightly coupled)
----if u delete parent record child record will also delete
----if u undelete patent record child record will also undelete.
----2 mds per object
----record level security also control by a parent
---- u can create roll-up summaries fields on
the master record to summarize the detail records.

51. What is many to many relationship?

Ans : if u create 2 mds on child object that relationship should be called as many to
manyrelationship.

Standard Junction Object : PricebookEntry , OpportunityContactRole , CaseSolutions

53. What is roll lup summaries?

Ans : we can perform aggregate functions on child records.
---- this field is enable only in parent record ,if the parent is master
details Count,sum,div,max,min, avg..
54. Can we convert lookup to master detail?
Ans :To convert lookup to the master-detail relationship you need to
give parent recordson all child records.
Then only you can convert a lookup relationship to a master-detail relationship if
the lookup field in all the records Contains a value.

55. Can we convert master to lookup?

Ans :
You can convert a master-detail relationship to a lookup relationship as long as no
roll-upsummary fields exist on the master object.
You can convert a lookup relationship to a master-detail relationship, but only if
the lookup field in all records contains a value.

56. What is page layouts?

Ans : Page Layout in Salesforce allows us to customize the design and organization
of detail and edit pages of records in Salesforce.
Page layouts can be used to control the appearance of fields, related lists, and
customlinks on standard and custom object's detail and edit page.

57. What is record types?

\-Ans : we can assign different page layouts to the users based on
the profiles. --- we can control pick list values by using record types.

62. How many ways are there to load data in Salesforce?

Ans : a) import wizard
b) data loader.

63.what is upsert?
Ans : at a time we can do both insert and update.

64.what are the actions we can perform in import wizard?

Ans :
Insert new records , update existing records and upsert records.

65. What are the actions we can perform in data loader?

Ans :
Insert, update, upsert, delete,all delete, export, export all.

67.in which time the validation rule will fire?

Ans : at the time of before saving into database.

85.what is profile in salesforce ?

Ans : a profile is a collection/group of settings and permissions that define what a
 user can do in salesforce.
-----a profile controls "object permissions ,field ,user,tab settings,app
setting,apex classaccess,visual force page acess,page layouts,record
types,login hours and login ip ranges "

86.how many types of securities in salesforcce ?

Ans : a)organiZation level security
b)object level security
c)field level security
d)record level security

87.what is organization level security in salesforce ?

Ans :The organizational level lets you decide when and from where your users can
access the system.
IP Restrictions Using Trusted IP Ranges, you can limit your user's ability to log in
only when they are in the office

88.how many ways can give organization level security in

salesforce organization level security :
a)ip ranges : network acess(only that users can login)
b)business hours : company working hours
d)holidays : to add the list of holidays.

---owd --public
--

***diff betWeen public group and Queues?

ans :

public group : if u Want to share the information in ur organigation With

certain users,We make the group public.the public group is the group of certain
selected users,We can share information or assign Work to the group. a)a public
group is only used for sharing.
b)the public group is a kind of team,this Will help u share
the data. c)the created public group can be used on all
objects.

Queues : the Queue can be created for custom objects and for that
matter ,the prospect,and the knoWledge article version.
a)the Queue is used for load balancing.
b)the Queue can be created for custom objects and for case,lead ,and
knoWledge article version.

________________________________________________________________________________________

1
1. What is Cloud Computing ?

• Cloud Computing is nothing but internet computing.

• Storing and accessing the data over the internet.

3. Waht is CRM ?

• Customer Relationship Management (CRM) is a model for Managing a Company's

interactions with current and future customers.
• its manage organization interactions like phone calls, Emails, Meetings and Social
media with customers and Sales, Marketing and Support.

4. What are some CRM providers ?

a) Salesforce CRM.
b) Microsoft Dynamics CRM.
c) Oracle CRM.
d) SAP CRM.
e) Sage CRM.
f) NetSuite CRM.
g) Oracle CRM on Demand.
h) SugarCRM.

5. What is Salesforce ?

✓ SFDC was officially launched in 1999. Founded by Mark Benioff.

✓ Salesforce.com is number one on demand CRM in the market.

✓ It is cloud computing technology. It is available on cloud, no need any software

and no hardware required. ✓ You can develop your own application or if you need
any application on demand, you can buy from app exchange.
✓ App Exchange is a market place to sell our custom applications and to
buy applications from app exchange.
✓ Force.com platform reduce development cost. we can deliver

application is very short time. ✓ Salesforce by following the Cloud

Computing approach, providing SAAS and PAAS

6. Different type of salesforce URL'S ?

Creating Developer Account : https://developer.salesforce.com

Production : https://login.salesforce.com
Sandbox : https://test.salesforce.com

7. What is Production ?

We should not make coding changes in production since end-users are using the
application from production environment.

8. What is Sandbox ?
 • To make any changes for the exiting application we should copy all
contents of the production into sandbox and make all changes after that
test thoroughly and move those changes into production
2

9. Types of Sandboxes ?

a) Developer Sandbox.
b) Developer pro sandbox.
c) Partial data sandbox.
d) Full copy sandbox.

11. What is object in Sales force?

• Custom objects are database tables that allow you to store data specific to you

organization • Once you have created a custom object, you can create a custom
tab, custom related lists, reports, and dashboards for users to interact with the

custom object data. Create Object New

12. What is Profile?

Profile contains set of permissions and access settings that controls what user can do

13. What is User?

The people who have authenticated username and password to login to the

salesforce successfully.

14. What is Roles?

A role controls the level of visibility that users have to an organization's data.

15. What are permission sets?

A set of permissions is given to the users without changing the profile.

16. What is OWD?

 ❖ OWD'S are base line record level security for objects in the organization.

❖ It is used to restrict access to data.

17. What is Sharing Rules?

These are used to override the OWD permissions.

Sharing rules are two types

a) Based on record owner

b) Based on criteria.

18. What is the role hierarchy?

Role Hierarchy states that higher hierarchy person can see lower hierarchy person records.

19. Can you tell the difference between Profile and Roles?

❖ Profiles are used for Object level access settings.

❖ Roles are used for Record level access settings.

20. What is Salesforce1?

Salesforce1 is one of the product provides by Salesforce.com. This Salesforce1

is a mobile application for Android and iOS devices.

25. What is Site.com?

Site.com is also an App builder portal.

26. What is Salesforce Ideas?

Salesforce Ideas is based on Dell IdeaStorm. It is a Suggestion management

system where users can share their ideas.

27. What is AppExchange?

AppExchange is an online application marketplace like App Store and Google

Play. In AppExchange nearly 3000 applications available.

28. How many relationships included in SFDC & What are they?

We are having five types of relationships they are

❖ Lookup Relationship

❖ Master-Detail

❖ Hierarchy
 ❖ External

❖ Many-to-Many Relationship

29. Diff b/w Lookup and Master-Detail Relationship?

32. How can I create Many–to–Many relationships?

❖ Lookup and Master detail relationships are one to many relationships.

❖ We can create many–to–Many relationships by using junction object.

❖ Junction object is a custom object with two master detail relationships.

33. What is a “Self-Relationship”?

• Self-Relationship is a lookup relationship to the same object.

• Suppose let’s take an object “Merchandise”. Here we can create relationship in

between the Account to Account (same object) object. That is called “Self-
Relationship”.
35. What is TAB in Sales force?

Tab is a user interface component to user creates to display custom object data.

There are four types of tabs:

Custom Tabs
Web Tabs
Visual force Tabs
Lighting base Tab

36. How to rename the tab?

Tab name will be decided based on the Plural Label of the custom
object, to rename the tab go to corresponding object detail page and
rename the plural label.

37. Different Salesforce.com Login methods.

There are different settings and salesforce.com login methods available for users.
 Some of the ways that user can login salesforce.com are

i. Web Browser through https://login.salesforce.com/ URL.

ii. External API (Application Programming Interface) like Data loader.
iii. Single Sign On (SSO).
iv. OAuth.

38. What are standard profiles?

• Read Only

• Standard User

• Marketing User

• Contract Manager

• System Administrator

40. Is it possible to delete the user in salesforce?

No, once we create an user in salesforce we cannot delete the user record. We
can only deactivate the user record. Freeze

41. How to give permissions to two fields for different users who

belongs to same profiles?

Permission set

42.What is Grant Access Using Hierarchies?

In OWD we have Private but your higher position persons should see that time we
go for Grant Access Using Hierarchies.

43. How we can change the Grant access using role hierarchy for standard objects?
6 Not possible.
4. What is the difference between ISBLANK() AND ISNULL()?

• ISNULL () works only for number data type fields, if we don't populate with value
for number fields it will return true
• ISNULL () won't be supported for TEXT data type fields because text

fields never become null • ISBLANK () supports both number as well as

text data types

45. What is the difference between 15 digit and 18-digit record ids in Salesforce?

❖ In Salesforce, whenever a user creates a record it will generate a unique record id.

❖ After creating the record, in the URL user can see the id of the record

which is of 15 digits length ❖ In user interface user always see15 digit id

which is Case-Sensitive
❖ If the user query the existing records from the database through API (Either
from Query Tool or from a program), it will always return18 digit id which is
Case-Insensitive
 ❖ Last 3 digits of the 18 digits represent checksum of the capitalization of 15-digit id

❖ Based on the first 3 digits of the record id user can identify the type of the object.

❖ All the records which belong to same object will contain same first

3 digits for the record id.

46. What is Record Type?

• For an object based on the Record Type, we can show different fields and
different picklist values by assigning different page layouts for the record
types and profiles.
• After creating the record type, in the record type user can see all the picklist data
type fields, user can edit the picklist and decide which values should display for
this particular record type

47. What is the difference between detail page and edit page?

• Whenever user try to create a new record or edit an existing record user can
input the values for the fields, this page is nothing but edit page
• After creating a new record or editing an existing record, user can see the
information of the record, this page is nothing but detail page

49. What is validation rule?

While creating or modifying the record based on the certain conditions we can display
error messages on top of the page or below to the field.

50. What are Governor Limits?

Since we are working in multitenant environment Salesforce is enforcing the limits for all the
functionalities.

❖ How many no of fields for an object: 800

❖ No of master detail relationships for an object: 2

❖ No of lookup relationship for an object: 40

❖ No of rollup summery fields: 25

❖ How many external ids we can enable for an object: 7 (increased from 3 to 7 in Winter-
15)

Note: Governor Limits will be changed by Salesforce in further releases.

Please refer the Salesforce documentation for the updated limits.

51. For which data types we can enable external id?

1) Text
2) Number
3) Auto number
4) Email
 7

52. What is Inline editing?

On the detail page without clicking on edit button we can edit the fields if it is not Read-Only.

53. How to provide security for the Records (Instance)?

a) Roles
b) OWD (Organization-Wide Defaults)
c) Sharing Rules Manual Sharing
d) Apex Managed Sharing
e) View All
f) Modify All
g) View All Data
h) Modify All Data

54. What is OWD?

OWD is the default access level on records for any object in Salesforce. For custom
objects we can see below access levels

1. Private:

Only owner and above hierarchy users can have Read/Write access and
below hierarchy users don't have any access.

2. Public Read only

Only owner and above hierarchy users can have Read/Write access and below
hierarchy users can have only Read only access.

3. Public Read/Write

Irrespective of role hierarchy everyone can have Read/Write

permissions on the records. Note: By default, after creating a custom

object OWD access level is Public Read/Write.

4. Public Read/Write/Transfer

• This is available only for Case and Lead objects

• If the OWD for an object is set to Public Read/Write/Transfer then, all users can
view, edit, transfer and report on all the records but only owner of the record
can delete the records

5. Public Full Access

• This is available only for Campaign object.

• If the OWD for Campaigns are set Public Full Access then, all users can view, edit,
delete and report on all records.
 6. No Access, View Only or Use

• This is available only for Price Book object.

• If the OWD for Price Book is set Use then, all users can access the Price Book
information and as well as using the Price Book configuration for Opportunities
with Products.
• If the OWD for Price Book is set View Only then, all users can access the Price Book
information but not to use that Price Book detail in Opportunities with Products
• If the OWD for Price Book is set No Access then, it restricts users from
accessing information for Price Book and Prices.

7. Controlled By Parent

If the OWD for any object is set as Controlled By Parent, then user can perform an
action on the record based on whether they can do the same on the parent record
associated with it.

55. Can we create a new profile without cloning an existing profile?

No, we have to clone any one of the existing profiles to create a new profile

57. Data loader or Import wizard supports which file format?

.CSV (Comma Separated Values)

59. How to insert null values into Data loader?

In Data loader settings we should enable 'insert null values' checkbox otherwise we

can't insert null values.

60. Maximum batch size of data loader?

❖ Maximum Size is 10000

❖ Minimum Size is 1

61. What is the default batch size of Apex Data Loader if we enable bulk API?

2000 records

64. How many ways we can share a record?

Sharing rules are 4 types:

a) Owner Based Sharing Rules

b) Criteria Based Sharing Rules
 c) Manage Sharing Rules
d) Apex Based Sharing Rules

Owner Based Sharing Rules: Records which are owned by the users who have
the given role or role and subordinate or public group, queue are shared with all
the users who belongs to specific role or role and subordinate or public group.

1. Role Hierarchy:

If we add a user to a role, the user is above in the role hierarchy will have read access.

Setup Administer Manage

Users Roles Add Role

2. OWD:

• Defines the base line setting for the organization.

• Defines the level of access to the user can see the other user’s record

• OWD can be Private, Public Read Only, Public Read and Write.

• Setup -> Security Controls -> sharing settings -> Click on ‘Edit

Manual Sharing:

• Manual Sharing is sharing a single record to single user or group of users.

• We can see this button detail page of the record and this is visible only when

OWD setting is private Criteria Based Sharing rules:

• If we want to share records based on condition like share records to group of users

• Whose criteria are country is India.

• Setup -> security controls -> sharing settings -> select the object and provide name and

• Conditions and save

Apex sharing:

• Share object is available for every object (For Account object share

object is Account Share). • If we want to share the records using apex,

we have to create a record to the share object.

65. What are Salesforce Reports?

❖ A Reports is a set of records displayed in the form of rows and columns.

❖ Reports data can be filtered, grouped, and displayed graphically as a chart.

Reports are stored in Folder – which controls who has access.

66. What are the different Report Formats?

1) Tabular Reports
 2) Summary Reports
3) Matrix Reports

10

4) Joined Reports

67. What is Tabular Report?

It is the simplest and fastest report formats. It displays the rows as records and fields
are listed as columns just like a spreadsheet. It supports sorting of records.

68. What is Summary Report?

This report allows the user to group rows of data, summarize the field value which
also supports sorting and display subtotals.

69. What is Matrix Report?

In this report, records are summarized in a grid format. It allows the records to be
grouped by both columns and rows.

70. What is Joined Report?

In this type of report, User can create multiple report blocks that provide different
views of your data. In this format of report, we organize the data in the form of
block. You can add up to 5 blocks in a single report. Each block is defined as a Sub-
report (Report Type). It can have its own field, columns, sorting and filtering.

71. What is Conditional Highlighting in Salesforce report?

Conditional Highlighting is a powerful way to show values in report within

given limits. Using Conditional Highlighting, We can specify colors for different
ranges of values in reports.

72. What is Bucket Field?

Bucketing lets you quickly categorize report records, without having to create a

formula or a custom field.

74. What are the different Dashboard Component?

1) Horizontal Bar Chart

2) Vertical Bar Chart
3) Line Chart
4) Pie Chart
5) Donut Chart
6) Funnel Chart
7) Scatter Chart
8) Gauge
9) Metric
10) Table
11) Visual force Pages
 75. Explain what is dashboard?
Dashboard is the pictorial representation of the report, and we can add up to 20 reports

in a single dashboard.

Q. A user named Sarah reports that she cannot access a specific Opportunity record, even though

she is in the same Role and Profile as her colleague, John, who can access the record. The

Organization-Wide Default (OWD) for Opportunities is set to Private. Both Sarah and John are part

of the same Public Group. How would you troubleshoot and resolve this issue?

Resolution Steps

1. Create a Sharing Rule: If no sharing rule exists, create a new one to share Opportunity

records with Sarah's public group or role.

2. Manual Sharing: If the record is owned by John and manually shared with him, consider

manually sharing it with Sarah as well.

3. Field-Level Security: Ensure that Sarah's profile has the necessary field-level security to

view the Opportunity fields.

Q1:

A sales representative named John is unable to view a specific Opportunity record that his colleague,

Mike (in the same role), can access. Both users are assigned the same Role, Profile, and are part of

the same Public Group. The Organization-Wide Default (OWD) for Opportunity is set to Private.

ANS

Create a sharing rule that shares Opportunity records owned by users in Mike’s public group with

John's group.
Scenario 3: Managing Data Imports

Q:

You need to import a large dataset of leads into Salesforce using Data Loader. The leads must meet

specific validation criteria, such as having a valid email format and not being duplicated. How would

you ensure data quality during the import process?salesforcenotes.in

A:

1. Create Validation Rules: Implement validation rules in Salesforce to enforce email format

and other criteria.salesforcenotes.in

2. Use Data Loader's Features: Utilize Data Loader's features to run the import process in

batches, allowing you to monitor and correct any errors.salesforcenotes.in

3. Implement Duplicate Rules: Set up duplicate rules to prevent the insertion of duplicate

leads during the import.salesforcenotes.in

4. Test in Sandbox: Perform the import in a sandbox environment first to identify and resolve

any issues before applying to production.Testbook

🟦 Scenario 4: Customizing Page Layouts

Q:

The sales team has requested to add a custom field called "Lead Source Details" to the lead page

layout. They want this field to be visible and editable only to users in the Sales Manager profile. How

would you implement this request?salesforcenotes.in

A:

1. Modify Page Layout: Add the "Lead Source Details" custom field to the lead page
 layout.salesforcenotes.in

2. Set Field-Level Security: Adjust the field-level security settings to ensure that only users

with the Sales Manager profile can view and edit the field.salesforcenotes.in

3. Assign Page Layout: Ensure that the updated page layout is assigned to the appropriate

record types and profiles.salesforcenotes.in

4. Test Configuration: Verify that the field is visible and editable only to users with the Sales

Manager profile.

🟦 Scenario 5: Handling Data Recovery

Q:

A user accidentally deleted a significant amount of data in Salesforce. How would you handle data

recovery and implement measures to prevent accidental data loss in the future?CliffsNotes

A:

1. Check Recycle Bin: Determine if the deleted records are still in the Recycle Bin and restore

them if possible.

2. Restore from Backup: If records are not in the Recycle Bin, restore them from a recent

backup if available

3. Implement Data Recovery Plan: Establish a data recovery plan that includes regular

backups and procedures for restoring data.

4. Prevent Future Loss: Implement measures such as restricting delete permissions, using

field-level security, and training users to prevent accidental data loss.

 1. Describe your strategy for managing a complex Salesforce org with

multiple integrations.

Answer: Implementing a comprehensive governance plan, ensuring regular audits, and

maintaining clear documentation for integrations and customizations.

2. How do you approach designing and implementing a large-scale Salesforce

project?

Answer: Conducting thorough needs analysis, planning in phases, involving key

stakeholders, and ensuring robust testing before deployment.

3. What methodologies do you use for Salesforce development and

deployment?

Answer: Utilizing Agile methodologies for iterative development and deployment, and

employing tools like Salesforce DX for version control and continuous integration.

4. How do you ensure the scalability of a Salesforce solution?

Answer: Designing with future growth in mind, using scalable architecture principles,

and regularly reviewing and optimizing the system.

5. Describe a challenging data migration project you managed in Salesforce.

Answer: Discussing a specific project where you handled large volumes of data,

complex mappings, and ensuring data integrity post-migration.

6. What advanced security measures do you implement in Salesforce?

Answer: Implementing advanced sharing rules, field-level encryption, Two-Factor

Authentication, and regular security audits.

7. How do you manage and optimize Salesforce licenses and costs?

Answer: Regularly auditing user roles and profiles, aligning licenses with user needs,

and optimizing processes to reduce unnecessary expenditure.

8. Discuss your experience with custom Salesforce applications using Apex

and Visualforce.

Answer: Highlighting specific applications you’ve built, focusing on the business

problems they solved and the technologies used.

9. How do you ensure high user adoption and satisfaction with Salesforce in

your organization?

Answer: Through targeted training, user engagement, continuous feedback loops, and

aligning Salesforce functionalities with user needs.

10. What are your strategies for staying updated with new Salesforce features

and industry trends?

Answer: Regularly attending Salesforce events, engaging with the Salesforce

community, and continuous learning through certifications and courses.

11. Describe a time when you optimized a Salesforce process to significantly

improve efficiency.

Answer: Detailing a specific instance, the challenges faced, the solutions implemented,
and the impact on efficiency.

12. How do you handle complex stakeholder requirements and expectations?

Answer: Through clear communication, managing expectations, and involving

stakeholders in the planning and decision-making process.

13. Discuss your approach to disaster recovery and business continuity in

Salesforce.

Answer: Implementing robust backup solutions, having a clear disaster recovery plan,

and ensuring regular drills and updates to the plan.

14. What is your experience with Salesforce Lightning and its advantages over

Classic?

Answer: Discussing specific features of Lightning that you have utilized and how they

have improved user experience and efficiency.

15. How do you manage and resolve conflicts within your Salesforce team?

Answer: Using conflict resolution techniques, promoting open communication, and

ensuring a collaborative team environment.

16. Discuss a time you led a Salesforce team through a significant change or

upgrade.

Answer: Detailing the challenges, your leadership approach, the strategies used, and

the outcomes of the change or upgrade.

17. How do you measure and report on the success and ROI of the Salesforce
 system?

Answer: Using specific metrics and KPIs aligned with business goals, and regularly

reporting these to stakeholders.

18. What is your approach to Salesforce training for end-users and

administrators?

Answer: Customizing training based on user roles and needs, providing hands-on

sessions, and offering continuous support and resources.

19. How do you stay aligned with the overall business strategy when managing

Salesforce?

Answer: Regular communication with leadership, understanding business goals, and

ensuring Salesforce aligns with these objectives.

20. Discuss your experience with Salesforce communities and their business

impact.

Answer: Sharing specific examples of how you have utilized Salesforce communities to

enhance customer or partner engagement and business outcomes.

These questions are tailored to assess the depth of experience, strategic thinking, and

leadership skills essential for a senior Salesforce Administrator role. They focus on real-

world scenarios, complex problem-solving, and the ability to align Salesforce

management with broader business objectives.

Advanced: Manual sharing, Apex-managed sharing, and login flows. You use Apex Managed Sharing
to allow only specific team members access to VIP accounts based on complex business logic (like
account value + territory). High-risk Account data must be shared only after NDA approval. Use
manual sharing in Apex post-approval via a custom button. This scenario