Top Salesforce admin interview questions: – News Block

Hello, here are some important administrative concepts for the preparation of your interview. Cover all management interview questions. It will take some time, but you can crack your technical interview. 🙂

1. Do you know how Salesforce works?

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage customer interactions, sales, marketing, and customer service operations.

Salesforce works by keeping all customer and business data in the cloud database, which means users can access this data from anywhere, anytime, and on any device, as long as they have an Internet connection. This also means that the data is safe and backed up regularly.

2. What is multi-tenant architecture?

Multitenancy is a software architecture in which a single instance of a software application serves multiple clients (or users), each of whom operates on a shared application infrastructure. In other words, it allows multiple users or organizations to use the same software application while keeping their data separate from each other. Salesforce follows the Multitenant approach.

3. What is Object, Field, records in Salesforce?

Database tables as objects,
Database columns as fields,
Database rows as records.

More information here

4. Types of relationships in Salesforce?

  • Master-detail relationship
  • lookup relation
  • many-to-many relationship
  • hierarchical relationship
  • External Lookup Relation

5. Difference between master-details and lookup-relationship

Master-detail relationship:

  • It is a tightly coupled relationship between two objects where the child record cannot exist without the parent record.
  • The parent object is the owner of the relationship, and any changes to the parent record will cascade to the child records.
  • When the parent record is deleted, all of its related child records are also deleted.
  • Security and sharing settings from the parent registry are automatically inherited by the child registry.

Lookup Relation:

  • It is a loosely coupled relationship between two objects where the child record can exist independently of the parent record.
  • The relationship is established by creating a lookup field on the child object that references the parent object.
  • The child object can have multiple lookup fields that refer to the same parent object, and the relationship does not affect the sharing and security settings of the child record.
  • If the parent record is deleted, the child record will remain unchanged.

In short, the Master-Detail relationship is a stricter, dependent relationship between two objects where the parent record is responsible for managing the child records. On the other hand, the lookup relationship is a more flexible and independent relationship between two objects where the child records can exist without the parent record.

6. Using Page Layout in Salesforce

Page layout in Salesforce is an important feature that allows you to customize the user interface of your Salesforce org.

7. Why do we use quick actions in Salesforce?

It will allow you to perform common tasks such as creating records quickly and easily.

8. What is the sales and services cloud in Salesforce?

sales cloud is created to help sales teams manage their entire sales processes more efficiently. It provides tools and features to manage leads, accounts, contacts, opportunities, and other sales-related data. Sales Cloud includes a wide range of features, including lead and opportunity management, forecasting, collaboration tools, and customizable dashboards and reports.

service cloud, on the other hand, is created to help businesses manage their customer service and support operations as customer support solutions. Provides tools and features to manage customer cases, support requests, and other service-related data. Service Cloud includes a wide range of features, including case management, knowledge management, social customer service, and customizable dashboards and reports.

9. Case management tools in Salesforce

queues Automatically prioritize your support team’s workload by creating lists from which specific agents can jump in to resolve certain types of cases.
allocation rules Automatically assign incoming cases to specific agents so the right people work on the right cases.
climbing rules Automatically escalate cases to the right people when cases are not resolved in a certain time.
Auto reply rules Automatically send personalized email responses to clients based on the details of each case.

10. Importance of AppExchange solutions?

AppExchange solutions allow organizations to add new features and capabilities to their Salesforce environment. These solutions can be developed by Salesforce partners or third-party providers and can help organizations improve their workflows, automate processes, and streamline their data management.

11. List of Salesforce automation tools.

  1. Workflow Rules – This tool allows users to automate standard internal procedures and processes to save time and increase efficiency.
  2. Process Builder – This tool allows users to automate complex business processes by creating custom workflows that can trigger actions, updates, and more.
  3. Flow – This tool provides an automated way to guide users through a sequence of tasks or actions, often referred to as a “flow,” which can streamline complex business processes.

12. Using the Salesforce Formula Field

It will automatically calculate and display data based on the values ​​of other fields or information from related records.

13. Types of reports in Salesforce

  1. Tabular reports – These reports display data in rows and columns, similar to a spreadsheet.
  2. Summary Reports – These reports group data based on a specific field and display summary information, such as totals and averages.
  3. Matrix Reports – These reports display data in a grid format, with the ability to group data by rows and columns.
  4. Joined Reports – These reports combine multiple report blocks into a single report, allowing users to analyze related data from different objects.
  5. Cross Filters – These reports allow users to filter data based on related objects.
  6. Dashboard Reports – These reports display data in a graphical format, giving users a quick view of key metrics and performance indicators.
  7. Custom Reports – These reports are created by users to meet their specific reporting requirements, using the report builder and drag and drop interface.

14. How does Schema Builder work in Salesforce?

Schema Builder provides a visual interface that allows users to drag and drop objects, fields, and relationships to create and modify their data model. This makes it easy to understand and manage your organization’s schema without the need to write any code.

15. How to import and export data in Salesforce?

  • import wizard
  • data loader

Conclusion: I hope you are now ready for the interview 🙂

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