Salesforce Admin interview questions and answers 👇
If an Action is scheduled to be executed for a Time-Based Workflow, is it possible to delete the Workflow?↑
No, it is not possible to delete the workflow in such a scenario, when there is some existing time-based action to be completed.
What are Custom Reports in Salesforce? What are Custom Report Types?↑
Custom Reports in Salesforce are built as per the requirements of your organization. These reports can be built on standard and custom objects.
When a user is keen to create a complex, dynamic report quickly then he/she uses a template or framework to specify the object/relationship or the fields that make the report.
What is a Roll-up Summary Field?↑
Roll-up summary field is used for calculating values for related records say, a related list. It can be used to create value for a master record – based on the value in those of the detail records. However, the detail and the master must be connected with a master-detail relation.
What are User Permissions in Salesforce?↑
The tasks performed by the Salesforce users as well as the accessible features are the functions of the user permissions. These user permissions are enabled by custom profiles and permission sets.
What is conditional highlighting in Salesforce Reports?↑
When you need to highlight field values in matrix or summary reports with the use of ranges or colours then conditional highlighting is used. But, one thing is important for you to remember that the report must have at least one summary field or custom summary formula.
What are Queues?↑
Queues in Salesforce help to prioritize, distribute as well as assign records to teams sharing workloads. They apply to cases, service contracts, leads, orders, custom objects and many such more.
What is Auto-Response?↑
This is about sending automatic emails to cases or leads for specified record attributes. Quickly reply to customer issues or inquiries by setting up an auto-response rule. At a time, it is possible to set one rule for a case and one for a lead.
What are the best practices to write a Test Class?↑
Some of the best practices for test classes are:
- Test Class is annotated with @isTest keyword.
- Any method used inside a test class must have the keyword testMethod and can be termed as a test method.
- The system.assertEquals enables you to know what is being tested and the expected output.
- The annotation isTest(SeeAllData=true) if for opening data access at the class or method level.
- The [email protected] Test.runAs.is used for a particular user.
- You must avoid creating Multiple test methods for testing the same production code method.
What is an Attribute Tag?↑
Attribute Tag is the definition part of the attribute for a custom component and can only be used as a child for a component tag. Salesforce automatically creates an attribute for all custom component definitions such as id and this cannot be used to define attributes.
What is a Permission Set?↑
Permission Sets are add-ons to Profiles. They generally have the same settings and are used to increase users’ permissions above what the Profile provides. The benefit to them is that you can give users slightly different permissions without having to create separate Profiles.
They reduce the overhead for Administrators in that way. It’s useful to think of Profiles as the base set of permissions that many users have in common while Permission Sets are the “extra” permissions that fewer users need.
What is a lookup relationship?↑
A lookup relationship allows you to relate records to each other, creating a parent-child schema. Generally, this is done between the different objects (such as Accounts and Contacts), but it can be one object (such as Parent Accounts). Relationship fields allow for users to specify how records affect each other and help with reporting.
What are different types of fields?↑
Field types define the type of information you expect users to enter for that field. Examples include Text, Number, Date, Currency, etc. It’s important to match the field type to the data because it affects your ability to report on and analyze the data. For example, you could store numbers in text fields, but that would make performing calculations on them needlessly challenging.
What is the difference between managed and unmanaged packages?↑
Applications you install from the AppExchange are in the form of packages — a collection of all of the elements required to make the app function correctly. The creator of the app decides whether the package is managed or not.
At a high-level unmanaged packages, once installed, behave like things you have created yourself in the org, whereas components of managed packages are locked down from being edited kind of like apps you install on your smartphone.
What are the different types of sandboxes?↑
There are Developer, Developer Pro, Partial, and Full sandboxes. The difference is what data is included in the sandbox when it is created or refreshed. The Developer ones have no data initailly (they differ in the amount of data it can contain) and the Partial and Full start with some or all of your Production data. It’s important to note that they also differ in how often they can be refreshed: Developer daily; Partial every five days; Full every 29 days.
What are Lightning Components?↑
Lightning Components are where the magic of Lightning Experience really comes alive. They are modular features than can be added, moved, or rearranged on Lightning Pages. They are the Record Details, Chatter elements, Highlights Panel, Path display, etc. There are dozens of standard Lightning components and you can also create your own custom Lightning Components or get them from the AppExchange.
What is a Custom Metadata Type?↑
Once a tool primarily for Developers, Custom Metadata Types have increasingly become useful for Admins. Custom Metadata is kind of like a custom objects, but rather than store data for your organization, it’s data about your organization.
Things like discount rates, blackout dates, sales goals, etc. are good uses cases. The metadata becomes available to you in formulas, automation, etc. Also, because it’s metadata and not data, it’s automatically available in all sandboxes you create or refresh.
What is “Transfer Record” in profile?↑
Transfer record is a type of permission in salesforce. If a user is is given access to transfer a record then the user will have the ability to transfer the records which have Read access.
What is a dependent picklist?↑
Dependent Picklist allows to contain multiple values and pick value one among them or Multiple values among them. Dependent fields depends upon controlling field.
What are Static Resources?↑
How can you define Field Dependency?↑
In Field dependency, we have to fields controlling filed and dependent field. When a selection is made the controlling field controls dependent picklist values.
What are Organization Wide Defaults?↑
- Organization wide Defaults define the baseline level of access to data records for all users in an Organization.
- Organization wide Defaults are used to restrict access to data(Records).
- Organization wide Defaults(OWD) can be defined for Standard Objects and Custom Objects.
Can we use sharing rules to restrict data access?↑
No, sharing rules cannot restrict data access.
How can you change the setting “Grant Access Using Hierarchies” for Standard Objects ?↑
It is not possible, by default Grant Access Using Hierarchies options are enabled for standard objects and they can not be changed. For custom objects we can change “Grant Access Using Hierarchies “settings.
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 the issue?↑
- Check that every field used in report has Field level security for external users.
- Check whether Standard Report Visibility settings are enabled, if it is enabled user can see reports which are based on standard report types.
- Now external user can access sensitive information of internal user.
Is it possible to edit Roll up summary field value in a record?↑
No, roll up summary fields are read only fields and they can not be edited.
Can we convert the look up relationship to Master Detail relationship? How?↑
Yes, we can convert Look-Up relationship to Master-Details Relationship. Conversion can be done only if all the fields have valid look-Up fields values only.’
Explain dynamic Dashboard.↑
Dynamic dashboards in Salesforce displays set of metrics that we want across all levels of your organization.
Dynamic Dashboards in salesforce are Created to provide security settings for the dashboards in salesforce.com. We may have a requirement in an organization to “view all data” by every user in an organization according to their access we have to select Run as Logged-in User. There are two setting option in Dashboards. They are:
- Run as specified User.
- Run as Logged-in User.
What is a Workflow Task?↑
Workflow tasks in salesforce are used to assigns a task to users. Using tasks we can specify the Subject, Status, Priority, and Due Date of the task. Tasks are workflow & approval actions that are triggered by workflow rules or approval processes.
When can you not add Time dependent action in Workflow rule?↑
Time dependent actions in workflow rules can not be added when the following actions takes place.
- When workflow rule is active.
- When workflow rule is deactivated and has pending actions in the queue.
- When the workflow rule criteria of a record is set to: created, and every time it’s edited.
- When the workflow rule is included in a package.
Suppose 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?↑
If the time based workflow action is removed from workflow queue, it will not get fired.
What are Escalation Rules?↑
These rules apply to the escalation of cases as per the criteria defined in the escalation rule entry. Along with the rule entries, it is possible to create escalation actions to specify what happens when a case escalates. An escalation rule can reassign the case to another support agent or even a support queue.
What is Formula field in Salesforce?↑
Formula Field is a read only field that derives its values for the formulla Expression you define. We cannot Edit Formula Field. When the source field gets changed the Formula field changes automatically.
What are Joined Reports?↑
In this type of report, User can create multiple report blocks that provide different different views of your data. In this format of report, we organize the data in the form of block. You can add upto 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.
What is Visualforce?↑
Visualforce is the component based UI framework that hosted on the Force.com (PaaS) platform that allows to build sophisticated custom user interface framework includes a tag based markup language similar to HTML.
What is the difference between Profile and Role?↑
Profile: 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.
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:
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.
What are the various types of relationships available in Salesforce?↑
These are the various relationship types in Salesforce that users can create. Which are:
- Indirect lookup
- External lookup
- Many-to-many (junction object)
- Master-detail relationship
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 or the workflow rule is included in the package
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
What is field-level security and how can it be controlled?↑
Field-level security helps control the accessibility of a user to a particular data field. Suppose, if an organization is providing a user with the access to see, edit, manipulate, or delete a data object specific to the user’s field of work, it can hide other data objects from the user.
To control the field-level security, we use profile and permission sets. The attributes of profile and permission sets are mentioned below:
- Page layouts
- IP ranges
- Login hours
- Client access
- App permissions
- Record types
- Tab settings
- Assigned apps
- Object permissions
- Field-level security
- Apex classes
- Visualforce pages
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.
What is a Trigger, exactly? What are the different kinds of Triggers?↑
Triggers are the custom actions done in Salesforce before and after changes are made to a record. Insertions, updates, and deletions are examples of these activities. Triggers may be used to call Apex, and a trigger is just Apex code that runs before and after the next set of activities.
In salesforce, there are two types of triggers available which are:
- Before trigger, used to update or validate records before saving into database
- After trigger, used to access field values that are set by the system.
Which field type does Bucketing field support?↑
It supports the field type of Picklist, Number, Text.
What is Cross Object Formula field?↑
Cross-Object Formula field displays one object record in other related object by referencing merge fields on those objects. Cross-object formulas also work with Lookup relationships.
What is Field-Level Security?↑
Field Level Security in Salesforce gives permissions at object level to restrict user’s access to view and edit some fields on object. Field Level Security is controlled by Profiles and Permission Set.
What is the difference between the Standard Profile & Custom Profile?↑
Standard profiles are included with Salesforce that are not fully customizable whereas the Custom Profile are created by the Administrator and fully customizable.
What is Data Import Wizard?↑
Using Data Import Wizard, We can Load upto 50,000 record at a time. It supports .csv file. It supports for Accounts & Contacts, Leads, Solutions and Campaign Members Standard Object and Custom Object.
Can you freeze a user on Salesforce? How can you delete them?↑
Admins can freeze or deactivate a user by following these steps:
Setup=>Administer=>Manage users=>Users=>Click on Freeze.
Users cannot be deleted.
Name the different data access levels in Salesforce and what they cover.↑
There are four data access levels available for Administrators to work with:
- Organization-level security: You can maintain a list of authorized users, limit login access to certain locations and times, and set password policies
- Object-level security: This access level is the simplest to control. Admins can set permissions on any object, controlling which users can create, delete, edit, or even view the records of any given object
- Field-level security: Although you can grant any user the access to a specific object, you can restrict which fields they can access
- Record-level security: Admins can let users view a particular object, but restrict the object records they can see.
If you have an action scheduled to execute in a time-based workflow, would the scheduled action be removed from the queue if the workflow is deactivated?↑
The action remains active in the queue, even if the workflow is deactivated.
Is It Possible To Delete Reports Using Data Loader?↑
No, it is not possible to delete reports using data loaders.
Who Can Run Reports?↑
In Salesforce.com, most reports run automatically when we click on the report name. If we want to run a report click on “Run Report” to run automatically.
What Is A Matrix Report?↑
Matrix reports in Salesforce are those where the data is arranged in grid format having rows and columns. Data is arranged vertically and horizontally in tables like excel format.
Can We Create Master Detail Relationship On Existing Records?↑
Yes, It is possible to create Master-Detail Relationship on existing record. First we have to create Look-Up relationship to a record then convert it to master-Detail Relationship.
How Can You Change The Setting “grant Access Using Hierarchies” For Standard Objects?↑
It is not possible, by default Grant Access Using Hierarchies options are enabled for standard objects and they can not be changed. For custom objects we can change "Grant Access Using Hierarchies" settings .
How Can You Define Field Dependency?↑
In Field dependency, we have to fields controlling filed and dependent field. When a selection is made the controlling field controls dependent picklist values.
Which Fields Are Indexed By Default In Salesforce?↑
Salesforce indexes some fields by defaul. They are Id, name, owner fields, lookup fields, master-detail relationship fields, audit dates like Last Modified dates.
What is the Difference Between Public And Private Cloud?↑
Public cloud can be available to people across the world. In this Public Cloud the user has no control over the resources. Where Private Cloud Can be accessed only within the limited premises. In Private cloud Cloud Services Providers Cloud infrastructure to particular Organization or Business specially. This Cloud infrastructure is not provided to others.
What Is Hybrid Cloud?↑
Hybrid Cloud is the combination of number of clouds of any type but the cloud has the ability to allow data and / or applications to be moved from on cloud to another cloud. Hybrid Cloud is a combination of (Public Cloud, Private Cloud, Community Cloud). Here API is used as an interface between public and Private Cloud.
What are some of the advantages of the Salesforce CRM?↑
The customizable Salesforce CRM was designed for Sales, Marketing, and Customer Service purposes (including Salesforce Service Cloud), along with Salesforce solutions for Nonprofits and other industries, company types, and their needs. It is used for growing sales, organizing the processes of obtaining clients, reducing loads of manual work and cutting costs, analyzing the work using comprehensive reports and dashboards, among other things.
The system combines the ease of lead and data management with automation processes that cover anything from email send-outs to creating tasks and notifications, not to mention the opportunities for collaborating in teams, including Chatter, cases, etc. Moreover, there are many apps available in the AppExchange which can broaden the out-of-the-box standard functionality.
What are the advantages of migrating portals to communities?↑
First of all, communities encompass the entire functionality of portals. Plus, there’s no necessity in community licenses if you already have portal ones. Moreover, communities boast a broader variety of features, including the Salesforce Lightning solutions, the opportunity to share files, make use of reports and customizable dashboards, work together with partners via groups and feeds, among other perks. Therefore, it makes sense to take advantage of communities.
What is “Data Skew”?↑
It’s an issue that might occur with performance when a single parent record has way too many child records linked to it, usually the number exceeds 10 thousand. Data skew can be of several types, including Account, Ownership, and Lookup.
What can become the reason for data loss?↑
Data can be lost in numerous cases, including deleted data by mistake, data loss as a result of issues during integration or data migration, as well as when making changes in picklist types, dates and times, checkboxes, and other alterations.
What are the benefits of using Permission Sets?↑
Permission sets are an enhanced way to give certain users who are assigned a Profile access to various Salesforce objects and features without the need of giving these permissions to all the users of a certain Profile. Permission sets have similar functionality to Profiles, yet allow a user to have up to 1 thousand permission sets (as opposed to having only one Profile). This means that Permission Sets are much easier to maintain than profile-based permission allocation, especially when it comes to giving only some people access, not everyone in the Profile.
What are bucket fields and what are they needed for?↑
Bucket fields are used in reports for categorizing and grouping report records simply. This means when using bucketing (fields of the types Picklist, Text, and Number), there’s no need in creating formulas or custom fields.
Which components are dashboards made up of?↑
The following dashboard components exist in Salesforce:
- Charts (displays data using different kinds of charts, including Scatter, Line, Funnel, Vertical Bar, Donut, Horizontal Bar, and Pie),
- Gauge (can expose one or more value, it is handy when you need to see how much more should be completed to reach a goal),
- Metric (for showing only one key value),
- Table (displays data of a report using a table with columns and rows),
- Visual force Pages (allows to customize and create your own dashboard visualization).
How would you choose when to use Workflows or the Process Builder?↑
Generally, the Process Builder is a more advanced and user-friendly version of Workflows designed to replace them. Workflows have one criteria set which triggers one action per single object. Therefore, it makes sense to use the Process Builder over Workflow rules whenever more than one action is required per object since automation can be done with more than one criteria set. Moreover, the Process Builder has many more actions to select from, including making updates on child items of the Object, unlike Workflows which have only 4 actions. Nevertheless, if you need to send an Outbound Message, then it’s best to choose Workflows.
When are Approval Processes applied?↑
Approval Processes are used for getting permission to do something from a manager or person with the designated authority. After getting submitted, the user request can be approved or rejected. For instance, approvals are handy for getting the green light from the manager to give a client a discount or for confirming an employee’s time off.
What is a Hierarchical relationship?↑
A special lookup relationship available for only the user object. It lets users use a lookup field to associate one user with another that does not directly or indirectly refer to itself. For example, you can create a custom hierarchical relationship field to store each user’s direct manager.
What is Manual sharing?↑
It allows owners of particular records to share them with other users. Although manual sharing isn’t automated like org-wide sharing settings, role hierarchies, or sharing rules, it can be useful in some situations, such as when a recruiter going on vacation needs to temporarily assign ownership of a job application to someone else.
What is “View all” and “Modify all” permission?↑
View all and Modify all permissions are usually given to system administrator. When you grant “View All” or “Modify All” for an object on a profile or permission set, you grant any associated users access to all records of that object regardless of the sharing and security settings.
In essence, the “View All” and “Modify All” permissions ignore the sharing model, role hierarchy, and sharing rules that the “Create,” “Read,” “Edit,” and “Delete” permissions respect. Furthermore, “Modify All” also gives a user the ability to mass transfer, mass update, and mass delete records of that specific object, and approve such records even if the user is not a designated approver.
These tasks are typically reserved for administrators, but because “View All” and “Modify All” let us selectively override the system, responsibilities that are usually reserved for the administrator can be delegated to other users in a highly controlled fashion.
What are Auto-Response Rules?↑
Auto Response Rules automatically send personalized email templates for new cases and new leads from your website.
What are Queues?↑
Queues allow the group of users to manage a shared workload more efficiently It prioritize your support team’s workload by creating lists from which specific agents can jump in to solve certain types of cases.