Salesforce admin interview question and answers
- 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.
- 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.
- 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.
- 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.
- 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.
- What is the purpose of Chatter?
- Chatter is Salesforce’s enterprise social networking application that enables collaboration and sharing among employees within an organization.
- 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.
- What is a Formula Field?
- A Formula Field automatically calculates values based on other fields, expressions, or values in Salesforce.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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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