Salesforce administrator has become one of the most demanding roles in today's industries with their expertise to drive efficiency and growth for businesses. They streamline many business operations like sales, marketing, customer, etc., as well as build and maintain the foundational structure of the entire organization. Do you know what it takes to become of them?
One must be proficient in different concepts like user interface and reporting, data management, data modeling, data security, data reporting, process automation and many more. This article aims to provide a comprehensive list of the top Salesforce admin interview questions and answers covering all these concepts. It will help you to prepare for your next Salesforce administrator interview!
SF 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.
Some popular subsidiaries in SF are -
No, it is not possible to delete a user in SFDC. However, it is possible to deactivate a user with the 'Freeze' option.
SaaS in SF benefits businesses greatly. It offers -
There are four standard fields namely -
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We cannot export on joined reports.
There are 3 portals available on SFDC namely customer portal, self-service portal and partner portal.
Different types of reports are -
Sales are tracked in multiple ways, including -
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.
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Objects in this CRM are basically database tables employed for storing information about the organization. It has two types of objects namely -
The three types of object relations in SF are -
There are two management tools, including -
Images, files and documents are stored in SF as -
Data loader is an open-source client application developed by SF. It can perform different actions on bulk data including importing, exporting, inserting, updating, deleting and upserting. It uses SF APIs to perform these operations and supports CSV files.
There are many third party tools and multiple techniques to perform these tasks but still data loader is one of the most preferred ones. It is because no other option gives an unified platform to perform each of these tasks.
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A wrapper class 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.
Field types refers to the type of data a field can store. These fields are the basic building blocks of the data storage system. They can store multiple forms of data in different categories including number, text, currency, date, etc. Each type of data has a different particular storage location in the system, making it easier to detect and use reliable data.
The latest field in SFDC is 'Time'.
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.
A Formula Field 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.
The default index fields in SFDC are -
A Profile 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 -
SF standard profiles include -
The two sharing rules are -
Queues aid the user in distributing, assigning and prioritizing the records to share workloads. Queues are applicable to custom objects, leads, cases, service contracts, etc.
Governor Limits controls how many records and how much data can one user store in the shared database.
Since SF 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.
Audit trail is a feature in this CRM 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 SF environment.
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Screen Flow
Record-Triggered Flow
Scheduled-Triggered Flow
Platform Event Flow
Auto launched Flow
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.
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.
Apex programming language is specially designed for SF. It can automate the complicated business processes and implement custom logics within the platform. This enables developers to create triggers, custom controllers and other functionalities to improve platform capabilities.
An approval process is a series of steps, criteria and operations that review the changes in a record. It is done to ensure that all the changes and updates are working well before finalizing them. It is a fully automated process that streamlines decision making and reduces human efforts. The allowing are its use cases -
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In this CRM, 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.
Two types of apps can be created in SFDC -
Yes, AppExchange does provide a variety of mobile ready solutions. There are also many partners providing different custom mobile applications. We can find these applications on the All Apps page.
The effect of any AppExchange solutions on SF org limits depends on whether the package is certified and listed. The certified packages have their own limits. Whereas, the unmanaged packages and those not listed on AppExchange count against the org's total limits.
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Change Set is a group of components that can be migrated between associated organizations.
The sandboxes are isolated copies of the production environments that can develop and test new features. This practice allows us to check the changes in different features to ensure their effectiveness, facilitating effective change management.
Deploying a change set between orgs involves the following steps -
Validate option checks for errors and ensures all tests pass before making actual changes to the target org. It helps to prevent deployment failures and identify issues at an early stage. In simple words, it simulates the deployment process to ensure the effectiveness of changes without actually doing it.
This section lists the top most frequently asked technical Salesforce admin interview questions and answers. These questions can be asked in any Salesforce admin interviews.
To retrieve recently created accounts using SOQL, one has to order the results by the CreatedDate field in descending order and potentially limit the number of records returned. Here is how you can do it.
SELECT Id, Name, CreatedDate FROM Account ORDER BY CreatedDate DESC |
I will use the Metadata API of Apex programming language to create an instance of CustomField and specify its properties. Next, I will deploy it using MetadataService.
It is done by writing a trigger. Here is an example:
trigger UpdateContact on Account (after update) { List<Contact> contactsToUpdate = [SELECT Id, CustomField__c FROM Contact WHERE AccountId IN :Trigger.newMap.keySet()]; for (Contact con : contactsToUpdate) { con.CustomField__c = Trigger.newMap.get(con.AccountId).AccountCustomField__c; } update contactsToUpdate; } |
To schedule an Apex class for running at a specific time, one should either use the UI or code. The UI approach involves navigating to Setup and selecting Schedule Apex within Apex Classes. Here they can specify the class, frequency, start and end dates and a preferred start time. The coding approach uses the System.schedule() method and a CRON expression to define the schedule.
public List getContactsByAccountId(Id accountId) { return [SELECT Id, Name FROM Contact WHERE AccountId = :accountId]; } |
Dynamic Forms allow admins to create flexible, dynamic page layouts in Lightning by adding that remove or rearrange fields and sections directly in the Lightning App Builder without relying on traditional page layouts. To implement, navigate to the Lightning App Builder, select a custom object's Lightning Record Page, add the Dynamic Forms component and configure fields and sections with visibility rules based on user criteria. Limitations include partial support for some standard objects and potential performance impacts with complex layouts.
Einstein Activity Capture syncs emails and calendar events to Salesforce automatically. To configure, enable it in Setup under Einstein Activity Capture settings, connect user email accounts (e.g., Gmail/Outlook) and map data fields. For privacy, ensure compliance by setting data retention policies, restricting sensitive data capture via filters and reviewing sharing settings to align with regulations like GDPR or CCPA. Regular audits and user consent are critical.
To transition, audit existing profiles, identify permissions and create Permission Set Groups in Setup under Permission Set Groups. Assign specific permissions to individual Permission Sets, then bundle them into groups for roles like "Sales Manager" or "Sales Rep." Assign groups to users, test access and remove profile-based permissions. Use tools like Permission Set Group Assignment reports to ensure coverage. Profiles' retirement requires proactive planning to avoid access disruptions.
In Flow Builder, create a Screen Flow, add a variable for the record ID and pass it via a button or URL. Use Get Records to fetch the record, add decision elements for approval logic and update records or send notifications. Unlike Process Builder, Screen Flows offer user interaction, better debugging and scalability. Process Builder is simpler for basic automation but lacks Screen Flow's flexibility for complex, user-driven processes.
Custom Metadata Types store configuration data (e.g., discount rates) as metadata, enabling deployment without data migration. Create them in Setup under Custom Metadata Types, define fields and add records. Deploy using Change Sets or Metadata API. Unlike Custom Objects, they are metadata, not data, so they are editable in production and deployable without impacting data limits. Benefits include easier management, versioning and environment consistency.
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 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.
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Ans. There are dozens of benefits of using this CRM, including -
Ans. Yes, it is one of the best career options as it is being used in top companies across the globe.
Ans. No, coding is not an essential component for SF as it is built on a drag-and-drop interface.
Course Schedule
| Course Name | Batch Type | Details |
| Salesforce Admin Training | Every Weekday | View Details |
| Salesforce Admin Training | Every Weekend | View Details |
