Top 20 Salesforce Admin Interview Questions and Answers in 2023

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Top 20 Salesforce Admin Interview Questions and
Answers in 2023
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Top 20 Salesforce Admin Interview Questions and
Answers Here are the top 20 Salesforce Admin
interview questions and their answers What is
Salesforce and what is its role in business
operations?  Answer Salesforce is a cloud-based
customer relationship management (CRM) platform
that helps organizations manage their sales,
service, marketing, and other business operations
more effectively. What is the role of a
Salesforce Administrator?  Answer A Salesforce
Administrator is responsible for managing and
configuring the Salesforce platform to meet the
organizations business requirements. They handle
user management, security, data management,
customization, and other administrative
tasks. How do you define profiles and
permission sets in Salesforce?  Answer Profiles
control the object and data-level permissions for
users, while permission sets extend those
permissions without changing the users profile.
Profiles are assigned to users during user
creation, and permission sets can be assigned or
removed later.
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What is a role hierarchy in Salesforce?  Answer
A role hierarchy is a logical representation of
the reporting structure within an organization.
It determines record access for users based on
their position in the hierarchy, allowing
higher-level users to see records owned by their
subordinates. How do you ensure data quality
and integrity in Salesforce?  Answer Data
validation rules, workflows, and triggers can be
implemented to enforce data quality standards.
Additionally, data deduplication techniques, such
as merging duplicate records, can help maintain
data integrity. What are sharing rules in
Salesforce?  Answer Sharing rules expand record
access to users in public groups or based on
specific criteria. They allow organizations to
selectively share records with users who dont
have access through role hierarchy or
organization-wide defaults.
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How do you handle data import and export in
Salesforce?  Answer Salesforce provides various
tools for data import, such as the Data Import
Wizard, Data Loader, or third-party integrations.
Similarly, data export can be performed using
tools like Data Export Wizard, Data Loader, or
the Salesforce API. What are workflows and what
can they automate in Salesforce?  Answer
Workflows are automated processes that
standardize and streamline business operations.
They can automate tasks, send email alerts,
update field values, create tasks, and trigger
outbound messages based on predefined
rules. How do you create a custom object in
Salesforce?  Answer Custom objects are created
using the Object Manager in Salesforce Setup. By
defining object properties, fields,
relationships, and page layouts, you can tailor
the object to meet specific business
requirements.
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How do you handle security and access control in
Salesforce?  Answer Salesforce offers a robust
security model. It includes features such as
profiles, permission sets, roles, sharing rules,
and field-level security settings to control
access to data and functionality based on user
roles and responsibilities. What is the
difference between a workflow rule and a process
builder in Salesforce?  Answer Workflow rules
are simple if/then statements that automate
standard internal procedures. Process Builder, on
the other hand, provides a more robust and visual
interface for building complex processes
involving multiple steps and actions. How do
you handle data backups and recovery in
Salesforce?  Answer Salesforce automatically
backs up data and provides a recovery option
called data export. It allows you to export
data in various formats and restore it in case of
accidental data loss or system failures.
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Can you explain the difference between a lookup
relationship and a master-detail relationship in
Salesforce?  Answer In a lookup relationship,
objects are connected, but the child record can
exist without the parent record. In a
master-detail relationship, the child record
depends on the existence of the parent record and
inherits its security and ownership
settings. What is the Salesforce
AppExchange?  Answer The Salesforce AppExchange
is a robust marketplace offering a wide range of
pre-built applications, components, and services.
It allows users to easily browse, install, and
integrate these solutions into their Salesforce
environment. With thousands of offerings
available, the AppExchange extends the
functionality and customization options of
Salesforce for businesses. Mention various
types of sharing rules in Salesforce Answer In
Salesforce, there are three types of sharing
rules Record-level sharing rules allow for
sharing records based on criteria or
ownership. Object-level sharing rules define
default access levels for a particular
object. Criteria-based sharing rules extend
access to records based on specified criteria,
such as fields or record types.
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List the characteristics and functions of a
Roll-up Summary field?  Answer A Roll-up Summary
field in Salesforce has the following
characteristics and functions It is a formula
field that performs calculations on child records
and displays the result on a parent record. It
can perform functions like sum, count, min, max,
and average on a specific field of related child
records. It provides a quick and efficient way to
summarize data from child records without the
need for complex formulas or manual
calculations. It automatically updates whenever
the child records are created, edited, or
deleted, ensuring real-time data accuracy. What
are the different kinds of Reports in
Salesforce?  Answer In Salesforce, there are
four types of reports Tabular reports present
data in a simple table format, displaying rows
and columns. Summary reports group data based on
specified criteria and provide subtotal and grand
total calculations. Matrix reports organize data
in a grid-like structure with both rows and
columns, allowing for cross-tabulation and
summary calculations. Joined reports combine data
from multiple report types or sources into a
single report, enabling data comparison and
analysis across different objects or records.
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Mention the ways to share a record Answer In
Salesforce, records can be shared in two
ways Using the Role Hierarchy to grant access
based on reporting structure. Utilizing Sharing
Rules to extend access based on criteria or
ownership, allowing selective sharing with
specific users or groups. Do you know about
Bucket fields in Salesforce reports? Answer Yes,
bucket fields in Salesforce reports allow you to
categorize or group data based on specified
criteria. They provide a way to group data into
custom ranges, such as age ranges or revenue
ranges, making it easier to analyze and visualize
data in reports. Bucket fields can be created
directly within report settings and offer
flexibility in data segmentation. What is
Workflow in Salesforce? Answer In Salesforce,
workflows are automated processes that streamline
and standardize business operations. They allow
you to automate standard internal procedures by
setting up rule criteria and trigger actions such
as email alerts, field updates, or task creation
based on defined workflow rules. Workflows help
improve efficiency, consistency, and productivity
within the Salesforce platform.