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Creative Salesforce Admin QA

The document provides a comprehensive list of interview questions and answers for a Salesforce Admin fresher, covering fundamental concepts such as Salesforce objects, user permissions, and data management. Key topics include the differences between standard and custom objects, profiles and roles, workflow rules, and various Salesforce tools like Process Builder and Data Loader. Each question is accompanied by a brief explanation and relevant examples to illustrate the concepts.

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ritikrathisingh
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37 views31 pages

Creative Salesforce Admin QA

The document provides a comprehensive list of interview questions and answers for a Salesforce Admin fresher, covering fundamental concepts such as Salesforce objects, user permissions, and data management. Key topics include the differences between standard and custom objects, profiles and roles, workflow rules, and various Salesforce tools like Process Builder and Data Loader. Each question is accompanied by a brief explanation and relevant examples to illustrate the concepts.

Uploaded by

ritikrathisingh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Salesforce Admin Fresher

Interview Q&A
Simple Questions and Answers with
Examples
Q1: What is Salesforce?

• Salesforce is a cloud-based CRM that helps companies manage customer


relationships, sales, and support. Example: A company tracks all customer
interactions and support tickets using Salesforce.
Q2: What are the different types of objects in
Salesforce?
• Standard Objects (like Account, Contact) are provided by Salesforce.
Custom Objects (like Student__c) are created by users.
Q3: What is the difference between a Standard Object
and a Custom Object?
• Standard Objects are default in Salesforce, like Lead. Custom Objects are
created as per business need, like Job_Application__c.
Q4: What is a Record Type in Salesforce?

• It lets you create different layouts and picklist values for the same object.
Example: For Case, one record type for Support, another for Feedback.
Q5: What is a Profile in Salesforce?

• Profiles control what users can do (read, edit, delete). Example: A Sales
Rep profile may allow access to Leads and Contacts only.
Q6: What is the difference between a Role and a
Profile?
• Profile controls permissions. Role controls record visibility. Example: Role
'Manager' can see subordinates' data, Profile 'Sales User' defines what
actions are allowed.
Q7: What are Permission Sets? How are they different
from Profiles?
• Permission Sets add extra permissions without changing a profile.
Example: Temporarily allow access to Reports via a permission set.
Q8: What is a Page Layout?

• It controls how a record page looks. Example: Show or hide fields like
Phone or Email on the Contact page.
Q9: What is a Validation Rule?

• Ensures data quality by checking conditions before saving. Example: Don’t


allow saving if Email field is blank.
Q10: What is a Workflow Rule? Can it update a field?

• Yes, Workflow can update fields or send emails based on conditions.


Example: Auto-assign Lead Owner when status = 'Qualified'.
Q11: How do you create a user in Salesforce?

• Go to Setup → Users → New User → Fill details and assign Profile.


Q12: What is Organization-Wide Default (OWD)?

• Defines default record access level. Example: If Account OWD is Private,


users can only see their own accounts.
Q13: What are Sharing Rules?

• They open access to records based on criteria. Example: Share High


Priority Cases with Support Managers.
Q14: What is Field-Level Security?

• Controls visibility of individual fields. Example: Hide 'Salary' field from


standard users.
Q15: What is the difference between a Lookup and
Master-Detail relationship?
• Lookup = loose link, child can exist alone. Master-Detail = strong link, child
depends on parent. Example: Invoice_Item (child) must have an Invoice
(parent).
Q16: What are Login Hours and Login IP Ranges?

• Restrict login by time and IP address. Example: Allow login only during 9-6
or from office IP.
Q17: What is the difference between Public Group and
Queue?
• Public Group = for sharing rules. Queue = holds records for users to take.
Example: New Leads in Sales Queue.
Q18: What is Process Builder and how is it different
from Workflow?
• Process Builder can do more actions like create records or call flows.
Workflow is simpler. Example: On Opportunity close, update field, send
email and create task.
Q19: What is a Flow in Salesforce?

• Flow is a tool to automate logic and interact with users. Example: A flow to
gather feedback from a user.
Q20: When should you use Flow instead of Workflow
or Process Builder?
• Use Flow for complex logic or user input. Example: Auto-calculate discount
based on quantity.
Q21: What is Approval Process in Salesforce?

• Used to get approvals on records. Example: Leave request goes to


manager for approval.
Q22: What is the use of the Data Import Wizard?

• Used for importing data easily. Example: Import 500 Leads from a CSV file.
Q23: What is the Data Loader? How is it different from
Import Wizard?
• Tool for large data import/export. Example: Update 1 lakh records using
Data Loader.
Q24: How do you handle duplicate records in
Salesforce?
• Use Matching Rules and Duplicate Rules to block or alert. Example: Stop
saving duplicate Leads by email.
Q25: What are Record IDs and how are they used?

• Unique IDs (15 or 18 characters) used to identify records. Example: Link


Contact to Account using Record ID.
Q26: What are Reports and Dashboards?

• Reports = data tables. Dashboards = visual view. Example: Sales report vs.
pie chart of sales by region.
Q27: What are the types of Reports in Salesforce?

• Tabular, Summary, Matrix, Joined. Example: Summary = total by month,


Matrix = month + region.
Q28: What is a Report Type?

• Defines which objects and fields are available in a report. Example:


Custom report type for Account + Contact.
Q29: What is the AppExchange?

• Marketplace for Salesforce apps. Example: Download a project


management app from AppExchange.
Q30: What is the Recycle Bin in Salesforce?

• Stores deleted records for 15 days. Example: Restore a deleted Lead within
15 days.

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