Top 100 Interview Questions with Answer on Salesforce Admin
1. What is Salesforce and what is the role of a Salesforce Admin?
Salesforce is a cloud-based customer relationship management (CRM) platform that helps organizations manage their sales, marketing, and customer service activities. A Salesforce Admin is responsible for configuring and customizing Salesforce to meet the needs of the organization and its users.
2. What is the difference between a profile and a role in Salesforce?
A profile controls the object-level and field-level permissions for a user in Salesforce, while a role determines the data-level access a user has.
3. How do you create a custom object in Salesforce?
To create a custom object, go to Setup, search for "Objects and Fields," and click on "Object Manager." Then, click on "New Custom Object" and follow the steps to define the object's properties.
4. What is the difference between a lookup relationship and a master-detail relationship?
In a lookup relationship, a child record can exist without a parent record, whereas in a master-detail relationship, a child record is always associated with a parent record and depends on it.
5. How do you create a validation rule in Salesforce?
To create a validation rule, go to the object's settings, click on "Validation Rules," and then click on "New Rule." Define the criteria and specify an error message.
6. What are workflow rules in Salesforce?
Workflow rules are automated processes that standardize and streamline business processes. They can be used to automate standard internal procedures and processes to save time across your org.
7. How do you create a workflow rule in Salesforce?
To create a workflow rule, go to Setup, search for "Workflow Rules," and click on "New Rule." Define the criteria and specify the workflow actions to be performed.
8. What is the difference between a workflow rule and a process builder?
Workflow rules are simpler and have limited functionality, while process builders provide more flexibility and advanced automation capabilities.
9. What is an approval process in Salesforce?
An approval process automates the way records are approved in Salesforce. It specifies the steps necessary for a record to be approved, who needs to approve it, and any associated actions.
10. How do you create an approval process in Salesforce?
To create an approval process, go to Setup, search for "Approval Processes," and click on "New Approval Process." Define the entry criteria, approval steps, and final actions.
11. What is the difference between a public group and a queue in Salesforce?
A public group is a collection of individual users, roles, or other groups, while a queue is a group of users who share the workload of records.
12. What are sharing rules in Salesforce?
Sharing rules are used to extend access to records for certain users or groups in Salesforce. They are used to open up access to records that are not automatically shared.
13. How do you create a sharing rule in Salesforce?
To create a sharing rule, go to the object's settings, click on "Sharing Settings," and then click on "New Sharing Rule." Define the criteria and specify the users or groups to share the records with.
14. What is a role hierarchy in Salesforce?
A role hierarchy is a representation of the levels of data access that users have within an organization. It determines the data visibility for users below them in the hierarchy.
15. What is the difference between a standard object and a custom object in Salesforce?
Standard objects are predefined objects provided by Salesforce, such as Accounts, Contacts, and Opportunities. Custom objects are objects that you create to store information unique to your organization.
16. How do you create a report in Salesforce?
To create a report, click on the "Reports
" tab, select the report type, define the report criteria, and then add the desired fields and filters.
17. What is the difference between a report and a dashboard in Salesforce?
A report presents data in a tabular format, while a dashboard provides a visual representation of key metrics and reports.
18. What is a sandbox in Salesforce?
A sandbox is a copy of a Salesforce organization that is used for testing, development, and training without affecting the production environment.
19. How do you create a workflow email alert in Salesforce?
To create a workflow email alert, go to the object's settings, click on "Workflow Rules," and edit an existing workflow rule or create a new one. Specify the email alert action and the email template to be used.
20. What are the different types of email templates in Salesforce?
The different types of email templates in Salesforce are Text, HTML with Letterhead, Custom HTML, Visualforce, and Custom (without using a letterhead).
21. What is a roll-up summary field in Salesforce?
A roll-up summary field performs calculations on records that are related to a master record in a master-detail relationship.
22. How do you create a roll-up summary field in Salesforce?
To create a roll-up summary field, go to the object's settings, click on "Fields & Relationships," and then click on "New." Choose the "Roll-Up Summary" field type and define the details.
23. What is the difference between a public group and a role in Salesforce?
A public group is a collection of individual users, roles, or other groups, while a role represents a job function or position within an organization.
24. How do you mass transfer records in Salesforce?
To mass transfer records, go to the list view of the object, select the records you want to transfer, and choose the "Transfer" option.
25. What is the difference between a record type and a page layout in Salesforce?
A record type determines the set of picklist values, page layouts, and business processes available for a record, while a page layout defines the organization and appearance of detail and edit pages.
26. How do you create a record type in Salesforce?
To create a record type, go to the object's settings, click on "Record Types," and then click on "New." Define the record type details and assign the appropriate page layout.
27. What is a Lightning page in Salesforce?
A Lightning page is a customizable page in the Lightning Experience interface that displays components, such as related lists, charts, and custom components.
28. How do you create a Lightning page in Salesforce?
To create a Lightning page, go to the object's settings, click on "Lightning App Builder," and then click on "New." Select the desired template and add the desired components.
29. What is an external ID in Salesforce?
An external ID is a field that contains a unique identifier from an external system. It allows you to match records in Salesforce with records in an external system.
30. How do you create a custom report type in Salesforce?
To create a custom report type, go to Setup, search for "Report Types," and click on "New Custom Report Type." Define the primary object, relationships, and fields.
31. What is the difference between a custom summary formula and a roll-up summary field in Salesforce?
A custom summary formula performs calculations within a report, while a roll-up summary field performs calculations on records in a master-detail relationship.
32. How do you create a custom summary formula in Salesforce?
To create a custom summary formula, go to the report builder, add or edit a summary field, and choose the "Formula" aggregation function. Define the formula using the available functions and operators.
33. What is the difference between a field-level security and object-level security in Salesforce?
Field-level security controls the visibility and editability of individual fields, while object-level security controls the overall access to the object and its records.
34. How do you create a custom tab in Salesforce?
To create a custom tab, go to Setup, search for "Tabs," and click on "Tabs and Lightning App Builder." Click on "New Lightning Page Tab" or "New Visualforce Tab" and follow the steps.
35. What is a data loader in Salesforce?
Data Loader is a client application used to import, update, delete, or export data in Salesforce.
36. How do you enable field history tracking in Salesforce?
To enable field history tracking, go to the object's settings, click on "Fields & Relationships," and then click on the desired field. Enable the "Track Field History" option.
37. What is the difference between a managed package and an unmanaged package in Salesforce?
A managed package is a collection of components that are created and uploaded by a developer and can be upgraded, while an unmanaged package contains components that can be modified after installation.
38. How do you create a managed package in Salesforce?
To create a managed package, go to Setup, search for "Packages," and click on "Package Manager." Click on "New" to create a new package and follow the steps.
39. What is the difference between a lookup filter and a validation rule in Salesforce?
A lookup filter restricts the values that can be selected in a lookup field, while a validation rule checks the values entered in a record for compliance with specified criteria.
40. How do you create a lookup filter in Salesforce?
To create a lookup filter, go to the object's settings, click on "Search Layouts," and edit the "Lookup Dialogs" layout. Define the filter criteria in the "Lookup Filter" section.
41. What is the difference between a standard field and a custom field in Salesforce?
A standard field is a field provided by Salesforce, such as Name or Created By, while a custom field is a field that you create to store additional information.
42. How do you create a custom field in Salesforce?
To create a custom field, go to the object's settings, click on "Fields & Relationships," and then click on "New." Choose the desired field type and define the details.
43. What is the difference between a picklist field and a multi-select picklist field in Salesforce?
A picklist field allows a user to select a single value from a predefined list, while a multi-select picklist field allows a user to select multiple values from a predefined list.
44. How do you create a picklist field in Salesforce?
To create a picklist field, go to the object's settings, click on "Fields & Relationships," and then click on "New." Choose the "Picklist" field type and define the picklist values.
45. What is the difference between a formula field and a roll-up summary field in Salesforce?
A formula field calculates a value based on other fields' values within the same record, while a roll-up summary field calculates a value based on records in a master-detail relationship.
46. How do you create a formula field in Salesforce?
To create a formula field, go to the object's settings, click on "Fields & Relationships," and then click on "New." Choose the "Formula" field type and define the formula using the available functions and operators.
47. What is the difference between a lookup filter and a record type in Salesforce?
A lookup filter restricts the values that can be selected in a lookup field, while a record type determines the picklist values and
page layouts available for a record.
48. How do you create a lookup filter in Salesforce?
To create a lookup filter, go to the object's settings, click on "Search Layouts," and edit the "Lookup Dialogs" layout. Define the filter criteria in the "Lookup Filter" section.
49. What is the difference between a profile and a permission set in Salesforce?
A profile controls the object-level and field-level permissions for a user, while a permission set grants additional permissions to a user without changing their profile.
50. How do you create a permission set in Salesforce?
To create a permission set, go to Setup, search for "Permission Sets," and click on "Permission Sets." Click on "New Permission Set" and follow the steps to define the permissions.
51. What is the difference between a standard report and a custom report in Salesforce?
A standard report is a pre-built report provided by Salesforce, while a custom report is a report that you create based on your specific requirements.
52. How do you create a custom report in Salesforce?
To create a custom report, click on the "Reports" tab, select the desired report type, define the report criteria, and add the desired fields and filters.
53. What is the difference between a trigger and a workflow rule in Salesforce?
A trigger is an Apex code that executes before or after specific database-related events, while a workflow rule is an automated process that standardizes and streamlines business processes.
54. How do you create a trigger in Salesforce?
To create a trigger, go to the object's settings, click on "Triggers," and then click on "New Trigger." Define the trigger details and write the Apex code.
55. What is the difference between a custom label and a custom setting in Salesforce?
A custom label is a text value that can be translated into multiple languages, while a custom setting is a custom data object that allows you to store custom data.
56. How do you create a custom label in Salesforce?
To create a custom label, go to Setup, search for "Labels," and click on "Custom Labels." Click on "New Custom Label" and define the label's key, value, and translations.
57. What is the difference between a workflow rule and a process builder in Salesforce?
A workflow rule is simpler and has limited functionality, while a process builder provides more flexibility and advanced automation capabilities.
58. How do you create a process builder in Salesforce?
To create a process builder, go to Setup, search for "Process Builder," and click on "Process Builder." Click on "New" and follow the steps to define the process criteria and actions.
59. What is the difference between a standard report and a matrix report in Salesforce?
A standard report presents data in a tabular format, while a matrix report presents data in a summary format with rows and columns.
60. How do you create a matrix report in Salesforce?
To create a matrix report, click on the "Reports" tab, select the desired report type, define the report criteria, and add the desired fields. Choose the "Show" option as "Matrix."
61. What is the difference between a page layout and a record type in Salesforce?
A page layout defines the organization and appearance of detail and edit pages, while a record type determines the set of picklist values, page layouts, and business processes available for a record.
62. How do you create a page layout in Salesforce?
To create a page layout, go to the object's settings, click on "Page Layouts," and then click on "New." Choose the desired layout type and define the layout details.
63. What is the difference between a standard field and a formula field in Salesforce?
A standard field is a field provided by Salesforce, such as Name or Created By, while a formula field calculates a value based on other fields' values within the same record.
64. How do you create a formula field in Salesforce?
To create a formula field, go to the object's settings, click on "Fields & Relationships," and then click on "New." Choose the "Formula" field type and define the formula using the available functions and operators.
65. What is the difference between a dependent picklist and a controlling field in Salesforce?
A dependent picklist displays values based on the selected value of a controlling field, while a controlling field determines the available values for a dependent picklist.
66. How do you create a dependent picklist in Salesforce?
To create a dependent picklist, go to the object's settings, click on "Fields & Relationships," and then edit the desired picklist field. Define the controlling field and the dependent values.
67. What is the difference between a tabular report and a summary report in Salesforce?
A tabular report presents data in a detailed, row-by-row format, while a summary report provides aggregated data based on specified grouping levels and summary formulas.
68. How do you create a tabular report in Salesforce?
To create a tabular report, click on the "Reports" tab, select the desired report type, define the report criteria, and add the desired fields.
69. What is the difference between a lookup relationship and a master-detail relationship in Salesforce?
In a lookup relationship, a child record can exist without a parent record, whereas in a master-detail relationship, a child record is always associated with a parent record and depends on it.
70. How do you create a lookup relationship in Salesforce?
To create a lookup relationship, go to the object's settings, click on "Fields & Relationships," and then click on "New." Choose the "Lookup Relationship" field type and define the relationship details.
71. What is the difference between a workflow email alert and an email template in Salesforce?
A workflow email alert sends an email as part of a workflow rule, while an email template is a pre-designed email format that can be used in various contexts.
72. How do you create an email template in Salesforce?
To create an email template, go to Setup, search for "Email Templates," and click on "Email Templates." Click on "New Template" and choose the desired template type. Define the template details and content.
73. What is the difference between a custom object and a standard object in Salesforce?
A custom object is an object that you create to store information unique to your organization, while a standard object is a predefined object provided by Salesforce, such as Accounts or Contacts.
74. How do you create a custom object in Salesforce?
To create a custom object, go to Setup, search for "Objects and Fields," and click on "Object Manager." Then, click on "New Custom Object" and follow the steps to define the object's properties.
75. What is the difference between a public group and a queue in Salesforce?
A public group is a collection of individual users, roles, or other groups, while a queue is a group of users who share the workload of records.
76. How do you create a public group in Salesforce?
To create a public group, go to Setup, search for "Public Groups," and click on "Public Groups." Click on "New Group" and define the group name and members.
77. What is the difference between a sharing rule and a role hierarchy in Salesforce?
A sharing rule is used to extend access to records for certain users or groups, while a role hierarchy determines the data visibility for users below them in the hierarchy.
78
. How do you create a sharing rule in Salesforce?
To create a sharing rule, go to the object's settings, click on "Sharing Settings," and then click on "New Sharing Rule." Define the rule's criteria, specify the shared records, and choose the users or groups to share with.
79. What is the difference between a joined report and a cross-block formula in Salesforce?
A joined report allows you to combine data from multiple report types, while a cross-block formula calculates values across different blocks within a single report.
80. How do you create a joined report in Salesforce?
To create a joined report, click on the "Reports" tab, select the desired report type, and choose the "Joined Report" format. Define the report criteria and add the desired fields.
81. What is the difference between a sharing rule and manual sharing in Salesforce?
A sharing rule automatically extends access to records based on predefined criteria, while manual sharing allows individual users to share specific records with others on a case-by-case basis.
82. How do you enable manual sharing in Salesforce?
To enable manual sharing, go to the object's settings, click on "Sharing Settings," and enable the "Allow manual sharing" option.
83. What is the difference between a change set and a package in Salesforce?
A change set is used to deploy customizations between related organizations, while a package is used to distribute and install applications or components.
84. How do you create a change set in Salesforce?
To create a change set, go to Setup, search for "Outbound Change Sets," and click on "Outbound Change Sets." Click on "New Outbound Change Set" and follow the steps to add components and define the deployment connection.
85. What is the difference between a formula field and a validation rule in Salesforce?
A formula field calculates a value based on other fields' values within the same record, while a validation rule checks the values entered in a record for compliance with specified criteria.
86. How do you create a validation rule in Salesforce?
To create a validation rule, go to the object's settings, click on "Validation Rules," and then click on "New Rule." Define the rule's criteria and specify the error message to display.
87. What is the difference between a report folder and a dashboard folder in Salesforce?
A report folder is used to organize and store reports, while a dashboard folder is used to organize and store dashboards.
88. How do you create a report folder in Salesforce?
To create a report folder, click on the "Reports" tab, click on the "Folders" tab, and then click on "New Folder." Define the folder details and specify the folder's access.
89. What is the difference between a profile and a role hierarchy in Salesforce?
A profile controls the object-level and field-level permissions for a user, while a role hierarchy determines the data visibility for users below them in the hierarchy.
90. How do you create a role hierarchy in Salesforce?
To create a role hierarchy, go to Setup, search for "Roles," and click on "Roles." Click on "Add Role" and define the role's name, parent role, and access level.
91. What is the difference between a trigger and a process builder in Salesforce?
A trigger is an Apex code that executes before or after specific database-related events, while a process builder provides more flexibility and advanced automation capabilities through a point-and-click interface.
92. How do you create a trigger in Salesforce?
To create a trigger, go to the object's settings, click on "Triggers," and then click on "New Trigger." Define the trigger details and write the Apex code.
93. What is the difference between a data import wizard and a
data loader in Salesforce?
The Data Import Wizard is a simplified interface for importing data into Salesforce, while Data Loader is a more robust client application used for large-volume data imports, updates, or deletions.
94. How do you use the Data Import Wizard in Salesforce?
To use the Data Import Wizard, go to Setup, search for "Data Import Wizard," and click on "Data Import Wizard." Follow the steps to prepare, map, and import your data.
95. What is the difference between a custom report type and a report type in Salesforce?
A report type defines the set of records and fields available when creating a report, while a custom report type allows you to extend and customize the standard report types.
96. How do you create a custom report type in Salesforce?
To create a custom report type, go to Setup, search for "Report Types," and click on "Report Types." Click on "New Custom Report Type" and follow the steps to define the report type.
97. What is the difference between a public group and a role in Salesforce?
A public group is a collection of individual users, roles, or other groups, while a role defines a user's position and level of access within the organization's hierarchy.
98. How do you create a public group in Salesforce?
To create a public group, go to Setup, search for "Public Groups," and click on "Public Groups." Click on "New Group" and define the group name and members.
99. What is the difference between a sharing rule and manual sharing in Salesforce?
A sharing rule automatically extends access to records based on predefined criteria, while manual sharing allows individual users to share specific records with others on a case-by-case basis.
100. How do you enable manual sharing in Salesforce?
To enable manual sharing, go to the object's settings, click on "Sharing Settings," and enable the "Allow manual sharing" option.
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