Salesforce admin interview question and answers

1. What is Salesforce?
   • Salesforce is a cloud-based CRM platform that enables businesses to manage their customer relationships, sales, marketing, customer service, and more, all in one place.
2. What is a Record Type?
   • A Record Type in Salesforce allows you to offer different business processes, picklist values, and page layouts to different users based on the profile.
3. Explain the difference between a Role and a Profile in Salesforce.
   • Roles control record-level access and determine visibility of records to users, whereas Profiles determine object-level and field-level access, as well as other permissions on the Salesforce platform.
4. What is a Workflow Rule?
   • A Workflow Rule is an automated process that triggers actions based on certain criteria. It can automate tasks, email alerts, field updates, and create tasks.
5. Define a Validation Rule.
   • A Validation Rule verifies that the data a user enters in a record meets the standards specified before the user can save the record. It helps ensure data integrity.
6. What is the purpose of Chatter?
   • Chatter is Salesforce’s enterprise social networking application that enables collaboration and sharing among employees within an organization.
7. Can you explain what a Sandbox is?
   • A Sandbox is a copy of a Salesforce environment used for testing and development purposes without affecting the live environment.
8. What is a Formula Field?
   • A Formula Field automatically calculates values based on other fields, expressions, or values in Salesforce.
9. Describe the concept of a Master-Detail Relationship.
   • A Master-Detail Relationship is a parent-child relationship in which the master object controls certain behaviors of the detail object, such as record deletion and security settings.
10. What are Reports and Dashboards?
    • Reports provide detailed information about your data, while Dashboards offer a visual representation of report data, providing insights at a glance.
11. What is an App in Salesforce?
    • An App in Salesforce is a group of tabs that work as a unit to provide functionality. Users can switch between apps using the App Launcher.
12. Explain the significance of the Sales Cloud in Salesforce.
    • Sales Cloud is a Salesforce application that streamlines the sales process, manages leads, opportunities, sales activities, and forecasts, enhancing the productivity of the sales team.
13. What is the difference between Standard and Custom Objects?
    • Standard Objects are included with Salesforce (e.g., Accounts, Contacts), while Custom Objects are created by users to store information specific to the organization.
14. How does Salesforce track Sales Activity?
    • Salesforce tracks sales activity through a combination of leads, opportunities, tasks, products, and reports to give a comprehensive view of sales operations.
15. What is Permission Set?
    • A Permission Set is a collection of settings and permissions that give users access to various tools and functions that aren’t available in their profile.
16. Explain the concept of Campaigns in Salesforce.
    • Campaigns in Salesforce are used to track marketing initiatives, allowing organizations to organize, monitor, and measure the effectiveness of their marketing efforts.
17. What is an Opportunity in Salesforce?
    • An Opportunity is a potential revenue-generating event or sale, that is tracked through its lifecycle from lead to closure.
18. How do you create a Custom Report Type?
    • A Custom Report Type is created by defining the relationships between objects and specifying the fields that will be available for reports.
19. What is the use of the Data Loader?
    • Data Loader is a tool used for the bulk import or export of data into Salesforce. It supports operations such as insert, update, delete, and upsert.
20. Explain Lightning Experience.
    • Lightning Experience is the modern, responsive user interface in Salesforce designed to maximize productivity, with a focus on enhancing the user experience.

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