30 Best Salesforce Admin Interview Questions And Answers

October 10th, 2023
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Salesforce Admin Interview Questions

Organizations everywhere are increasingly adopting Salesforce to fulfill their CRM needs and they conduct Salesforce Admin Interview questions to find the right recourse. The kind of impact Salesforce has had on the overall output is incredible and that leads us to the point where we realize that the need for Salesforce administrators has increased significantly. In the coming years, Salesforce is expected to grow further and generate a sea of opportunities.

Since you are here reading this article, you must already know how high the demand for Salesforce admins is going to go. Once you complete your Salesforce Admin online training and get certified, you are all set and ready to interview at good firms.

Here we have covered the 30 best Salesforce Admin interview questions for freshers, intermediates, and experienced professionals. Let's read on!

Salesforce Admin Interview Questions for Freshers 

If you are a fresher who has recently earned the Salesforce Admin certification, then you must be the most nervous among the lot. After all, you have no experience in appearing for interviews, what they can ask, and how you must answer them.

We are here to help you!

Q1. What is the role of Salesforce?

Salesforce is a leading customer relationship management or CRM platform. Its purpose is to aid organizations connect with their customers in a better light. It provides a standard information of every customer to different departments including sales, service, marketing, and commerce. All the data can be stored securely on a Cloud, giving businesses the advantage to operate their business from anywhere.

Q2. Name a few subsidiaries in Salesforce?

Some popular subsidiaries in Salesforce are -

  • Tableau Software
  • MuleSoft
  • Salesforce Marketing Cloud
  • Slack Technologies
  • Heroku
  • Pardot
  • SalesforceIQ, etc. 
Salesforce Administrator Interview Questions

Q3. What do you understand about App in reference to Salesforce?

In Salesforce, App refers to a container that consists of multiple things such as name and logo, along with a set of required tabs. It can also be termed as a group of tabs working simultaneously to prove the intended functionality.

The user can customize the app to suit the enterprise's requirements. Alternatively, a new application can also be built by incorporating standard and custom tabs.

Q4. What are the Salesforce standard fields?

There are four Salesforce standard fields namely -

  • Created By
  • Last Modified By
  • Owner
  • Name 

Q5. What issue is encountered on joined reports?

We cannot export on joined reports.

Q6. Explain Objects in Salesforce.

Objects in Salesforce are basically database tables employed for storing information about the organization. Salesforce has two types of objects namely -

  • Standard Object: these refer to the objects offered by Salesforce and include opportunities, campaigns, dashboards, contacts, leads, products, accounts, etc.  
  • Custom Object: users can make modifications to Salesforce and those are called custom objects. These include relationships to other objects, custom fields, page layouts, custom user interface tab, etc. 

Q7. What are the types of apps that can be created in SFDC?

Two types of apps can be created in SFDC -

  • Custom App: custom apps are used largely in the market because they can be employed in every business scenario. 
  • Console App: Console apps are less found in the market as compared to custom apps because these are only used in the client service business where the entire focus is on solving the client's issues. 

Q8. What is the latest field in SFDC?

The latest field in SFDC is 'Time'.

Q9. How is Salesforce.com different from Force.com?

Salesforce.com aids in building CRM-functionality-based apps. For instance, an android app.

Force.com, on the other hand, is utilized to customize a user interface and a data model. For instance, an android OS (operating system) environment where apps can be built and run.

Q10. How many portals are available in SFDC?

There are 3 portals available on SFDC namely customer portal, self-service portal, and partner portal.

You may also read- How To Become A Salesforce Admin: A Complete Guide

Top SFDC Admin Interview Questions Salesforce for Intermediates 

Are you looking for the top SFDC Admin interview questions Salesforce for intermediates? If you have some years of experience and are looking for a job change, then it's better to brush up on skills before you decide to sit in front of the hiring managers. How to become Salesforce Admin? These are the below questions to help you get started with Salesforce Admin itself.

Q11. What do you understand about Profile in Salesforce? What are the types of profiles available in it?

A Profile in Salesforce is similar to permissions and settings. It acts as an additional method of managing particular records and performs various functions defined by the users.

The two types of profiles are -

  • Standard profiles
  • Custom profiles 

Salesforce standard profiles include -

  • Solution Manager
  • Read-only
  • Standard User
  • System Administrator
  • Marketing User

Q12. Can we delete a user in SFDC?

No, it is not possible to delete a user in SFDC. However, it is possible to deactivate a user with the 'Freeze' option.

Q13. Name the default index fields.

The default index fields in SFDC are -

  • Primary Keys
  • Audit Dates
  • Foreign Keys
  • Custom Fields 

Q14. What are the two sharing rules in Salesforce?

The two sharing rules in Salesforce are -

  • Owner-based: This rule enables sharing the records owned by specific users that can be identified via public groups, subordinates, and roles and roles. 
  • Criteria-based: This rule enables sharing the records that meet specific criteria. 

Q15. How can files, images, and documents be stored in Salesforce?

Images, files, and documents are stored in Salesforce as -

  • Google Drive
  • Attachments
  • Chatter files
  • Documents
  • Libraries 

Q16. Explain Roll-up summary field?

The Roll-up summary field is used for calculating the values for associated records. As per the values in the detailed records, it is also used to create the values for a master record. To make it happen, the master and the detail must be connected via master-detail relationship.

Q17. What is a time-dependent workflow?

Time-dependent actions should be performed at a fixed time prior to closing the record. Workflow reevaluates and checks if the workflow rule criteria is being satisfied or not.

Q18. Explain Auto-Response.

Auto-Response refers to transmitting emails to cases/leads for a certain record attribute. It enables promptly responding to customer issues. The user can set one rule for a case and another for the lead.

Q19. What is a Change Set?

Change Set is a group of components that can be migrated between associated organizations.

Q20. What are Queues?

Queues in Salesforce aid the user in distributing, assigning, and prioritizing the records to share workloads. Queues are applicable to custom objects, leads, cases, service contracts, etc.

Salesforce Administrator Interview Questions for Experienced Professionals 

For experienced professionals, their resume is enough to get them a good job switch. However, they still need to sit in an interview and ensure they are able to convey their skills and knowledge span to the hiring managers. Here are a few Salesforce Administrator interview questions for experienced professionals.

Q21. What is a Formula Field in Salesforce?

A Formula Field in Salesforce refers to a read-only field that gets its value from the formula expression defined by the user. It gets updated when a source field changes.

Q22. Which data management tools are available in Salesforce?

Two management tools are available in Salesforce. These are -

  • Data Import Wizard
  • Data Loader

Q23. How does SaaS benefit Salesforce?

SaaS in Salesforce benefits businesses greatly. It offers -

  • Easy accessibility
  • Data security
  • Seamless integration
  • Collaboration features
  • Scalability
  • Customization options
  • Powerful analytics
  • Cost saving
  • Continuous updates, etc. 

Q24. What do you know about Governor Limits in Salesforce?

Governor Limits in Salesforce controls how many records and how much data can one user store in the shared database.

Since Salesforce is built on the concept of multi-tenant architecture, one database is used to store the data of various customers. Governor Limits is essential to ensure no client monopolizes the shared resources.

Salesforce Admin Interview Questions

Q25. Tell us about the different reports in Salesforce. 

Different types of reports in Salesforce are -

  • Tabular Reports: represents data in a tabular/ table format
  • Matrix Reports: depicts data in a grid-like layout
  • Chart Reports: visualization of data in graphical formats
  • Historical Trend Reports: it analyzes data over a period of time to track patterns and changes 
  • Summary Reports: groups data to show subtotals and totals
  • Dashboard Reports: merges various charts and reports in a single dashboard
  • Lightning Report Builder: it is a modern tool used to create custom reports and a user-friendly interface
  • cross-Summary Reports: showcases data summary in rows and columns
  • Joined Reports: brings together data from various sources into a single report 

Q26. Explain what is an Audit trail in Salesforce.

Audit trail is a feature in Salesforce that keeps a track of and logs any changes made to records. It then sets up a configuration within the platform. Audit trail offers a historical record of all the modifications and activities that enables the user and administrators to monitor and review the changes as time passes. It makes sure there is compliance, accountability, and integrity within the Salesforce environment.

Q27. How are sales tracked in Salesforce?

Sales are tracked in multiple ways in Salesforce including -

  • Opportunities: potential sales are recorded in opportunities. It includes info about the customer, the service/ product, probability of closing the deal, and the expected close date. 
  • Activities: activities refer to the interactions happening in line with an opportunity such as tasks, phone calls, meetings, emails, etc. This helps sales reps in staying organized and tracking their progress. 
  • Reports & Dashboards: Salesforce offers multiple reports and dashboards that are used for tracking sales performance. These reports are customizable and show information like lead conversion rates, open opportunities, and closed deals. 
  • Pipelines: pipelines refer to the visual representation of the process of sales. These can also be used for tracking a deal's progress and pinning the areas that need to be focused on as all the stages are represented here. 
  • Salesforce Analytics: it is a suite of tools used for analyzing sales data. These tools are often used for identifying patterns, insights, and trends to help sales reps in improving their performance.

Q28. Explain 3 Object relations in Salesforce.

The three types of object relations in Salesforce are -

  • Lookup Relationships: the most basic type of relationship in Salesforce is lookup relationship. This loosely coupled relationship allows the user to connect two objects in a one-to-many fashion. . 
  • Many-to-Many Relationships: the most complex type of relationship in Salesforce is many-to-many relationship. With this, the user can create a relation between any two objects wherein each of them may have various related records from the other object. 
  • Master-detail Relationships: somewhere between these two lies master-detail relationships. It creates a strongly coupled relationship wherein if the parent is deleted, the child record will get deleted too. 

Q29. What is a wrapper class?

A wrapper class in Salesforce refers to a custom Apex class. It is employed to encapsulate various data objects or types into a single object. This unified structure makes it easy to work with and even pass around in the Apex code.

Q30. Why do organizations use Salesforce?

There are dozens of benefits of using Salesforce including -

  • Streamlined sales processes and improved efficiency
  • Increases flexibility and scalability 
  • Mobile access to enhance productivity on the go
  • Centralises customer data for enhanced relationship management
  • Strong security measures for data protection
  • Data-driven decision making for better outcome
  • Supportive user community

Conclusion

When it comes to acing your Salesforce admin interview, it comes down to how well you prepare for it. One thing that will definitely help you is a Salesforce admin certification course because it will give you the opportunity to learn from industry experts.

This blog is only the tip of the iceberg in terms of questions that can be asked in your Salesforce administrator interview. Keep reading and learning to keep yourself updated with the changing trends.

Salesforce Admin Interview Questions FAQs (Frequently Asked Questions)

Q1. Is Salesforce a good career choice?

Ans. Salesforce is one of the best career options as it is being used in top companies across the globe.

Q2. Is coding necessary for Salesforce?

Ans. No, coding is not an essential component for Salesforce as it is built on a drag-and-drop interface.

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