Salesforce Administrator

Interview Questions & Answers

1. What is Salesforce?
Salesforce.com is a cloud-based customer relationship management (CRM) software solution
for sales, service, marketing, collaboration, analytics, commerce etc.
2. Different Salesforce Editions?
There are four primary Salesforce Editions available: Essentials, Professional, Enterprise, and
Unlimited.
3. Number of Salesforce Editions released per year?
Salesforce has three major releases per year
4. Difference between Salesforce.com and Force.com?
Salesforce is a SaaS product whereas force.com is PaaS product. In SaaS you get out of the box
functionality like leads, opportunities, accounts etc, however in PaaS you have to develop
everything by yourself. Salesforce.com is built on force.com platform.
5. What is Database.com?
Database.com is Salesforce's primary enterprise database storage. It's built to store data
through the cloud.
6. How many types of portals are available in Salesforce?
There were 3 portals, Salesforce Customer Portal, Salesforce Partner Portal and Self Service
Portal.
7. What is App in Sales force?
An app is a collection of items that work together to serve a particular function. Salesforce apps
come in two flavors: Classic and Lightning.
8. Different types of objects in Salesforce.com?
Salesforce supports several different types of objects. There are standard objects, custom
objects, external objects, platform events, and BigObjects.
9. What is an object in Sales force?
Objects are database tables that allow us to store data specific to the organization in
salesforce. Two types of objects in Salesforce Standard and Custom.

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Imran Ahmed Sayal, Salesforce Certified Administrator
10. What is TAB in Salesforce?
Tabs in Salesforce help users view the information at a glance. It displays the data of objects and
other web content in the application.
11. List examples of custom field types?
AutoNumber, checkbox, currency, Date, Date/Time, Formula, Email, Number, Percent, Phone,
Picklist, Text, Lookup relationship, Master-Detail relationship etc.
12. What are the Standard and Custom Fields in Salesforce?
Standard Fields:
There are four standard fields in every custom object that are Created By, Last Modified By,
Owner, and the field created at the time of the creation of an object.
These fields cannot be deleted or edited and they are always required. For standard objects,
the fields which are present by default in them and cannot be deleted from standard objects
are standard fields.
Custom Fields:
The Custom fields which are added by the administrator/developer to meet the business
requirements of any organization. They may or may not be required.
13. How many custom fields can I created in an object?
It depends on the Salesforce edition. Max limit is 100 In Essential and Professional editions, 500
in enterprise, 800 in Unlimited and 500 in developer edition.
14. What is a profile?
Profiles define how users access objects and data, and what they can do within the application.
When you create users, you assign a profile to each one.
15. What is a Role?
Roles are defined so as to increase the data visibility a particular user has. Role hierarchy allows
the user sitting in higher level have access of records owned by users having role lower in
hierarchy.
16. Difference between Role and Profile?

The main difference between role and profile is given below -

Compiled by:
Imran Ahmed Sayal, Salesforce Certified Administrator
Role Profile
The role helps in defining data visibility for A profile sets the limitation for what an user can
a particular user. do in the organization.
Based on the hierarchy, a role defines
Profile defines permissions
which user data a user can see.
Defining role to a user is not mandatory Defining profile is mandatory
Roles provide a feature to control access to Profiles help to decide record privileges i.e.
records by impacting reports. For assuming the user can observe the record, it
example,“My Teams” filter. Roles function concludes what the user can function, edit, delete,
if a security model (OWDs) of an view on that record. It controls other system
organization is set to private. privileges like export data, mass email, etc.

17. Number of standard profiles available in Salesforce.com?

Contract Manager, Marketing User, Read Only, Solution Manager, Standard User, System
Administrator.
18. How can you use the term “Transfer Record” in profile?
Transfer record is a type of permission in salesforce. If a user is given access to transfer a record,
then the user will have the ability to transfer the records which have Read access.
19. Define Company Profile?
The company profile contains core information for your organization within Salesforce, some
of which is captured during the initial system sign-up, and includes the following: Company
information and primary contact details. Default language, locale, and time zone. License
information. Fiscal year settings.
20. How to get security token in Salesforce.com?
It’s a case-sensitive alphanumeric code that’s tied to your password. Whenever your password
is reset, your security token is also reset.
21. What is a Fiscal Year in Salesforce?
Salesforce can accommodate an organization's unique fiscal year start month. Fiscal year is used
to determine months included in quarterly and annual forecasts and reports.
22. What is a dependent pick list?
Ans. A dependent picklist is a custom or multi-select picklist for which the valid values
depend on the value of another field, called the controlling field.

Compiled by:
Imran Ahmed Sayal, Salesforce Certified Administrator
23. What is Page Layout and Record Types?
Page Layouts determine which fields are displayed to your users on a record. They allow you to
add fields, sections, links, custom buttons, and a few other features.
Record Types let you offer different business processes, picklist values, and Page Layouts to
different users.
24. How to delete user from Salesforce?
You cannot delete users from Salesforce. You can remove their license or deactivate them to
remove access to the system, but because they may still own records, they cannot be deleted.
25. In salesforce, can two users can have same profile?
Ans. Yes
26. Is it possible to edit formula field values in a record?
Ans. No
27. Which fields cannot be added as a custom Index?
Ans. Formula field
28. What are Governor Limits in Salesforce?

In Salesforce, it is the Governor Limits which controls how much data or how many records you
can store in the shared databases. Why? Because Salesforce is based on the concept of multi-
tenant architecture.

29. What is a sandbox org? What are the different types of sandboxes in Salesforce?

A sandbox is a copy of the production environment/ org, used for testing and development
purposes.

Types of Sandboxes are:

• Developer
• Developer Pro
• Partial Copy
• Full

30. Can you edit an apex trigger/ apex class in production environment? Can you edit a
Visualforce page in production environment?

No, it is not possible to edit apex classes and triggers directly in production environment.

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Imran Ahmed Sayal, Salesforce Certified Administrator
31. What are the different data types that a standard field record name can have?

A standard field record name can have data type of either auto number or text field with a limit
of 80 chars.

32. What is a bucket field in reports?

A bucket field lets you group related records together by ranges and segments, without the use
of complex formulas and custom fields. Bucketing can thus be used to group, filter,
or arrange report data.

33. What are dynamic dashboards? Can dynamic dashboards be scheduled?

Dynamic dashboards are used to display information which is tailored to a specific user. You can
use dynamic dashboards when you want to show user-specific data of a particular user, such as
their personal quotas and sales, or number of case closures, or leads converted etc.

34. What are the different types of reports available in Salesforce? Can we mass delete reports
in Salesforce?

Salesforce Report Types

Simple Excel type tables which provide a list of items with the grand
1. Tabular reports
total

Similar to Tabular reports, but also have functionality of grouping

2. Summary reports
rows, viewing subtotals & creating charts

Two-dimensional reports which allow you to group records both by

3. Matrix reports
row and column

Multiple blocks showing data from different reports based on same or

4. Joined reports
different report types

35. Explain different types of apps we can use in Salesforce.

There are two types of apps that we can create in Salesforce. They are:

• Custom app: They are mainly used by business owners who want to build an app that
suits their business requirements from time to time. It’s widely used in the market.

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 • Console app: It can be used only in the client service business, where we focus on
tackling the client’s issues. Compared to a custom app it’s not widely used in the
market.

36. What is sharing rule?

Sharing rules are applied when a user wishes to permit access to other users like public groups,
roles, or territories. It gives greater access to particular users by making automatic exceptions
to your organization-wide sharing settings.

37. What is an Audit trail in Salesforce?

An Audit trail in Salesforce is a unique feature that helps in tracking the changes made in the
organization by you and other administrators. In that way, you will always get to know who has
modified the project at the last minute. It is helpful for the organization with more
administrators.

38. What is dashboard in Salesforce?

A dashboard in Salesforce is a pictorial representation of the report. It displays data from

source reports as visual components.

39. What is the difference between static and dynamic dashboards in Salesforce?

Static dashboards Dynamic dashboards

These are the default dashboards
Dynamic dashboards show data tailored for a specific user
that are visible to any user
It is used to show organizational- It is used to show a single user’s specific data, such as the
wide data to a set of users number of sales closed, leads converted, etc
We can’t schedule dynamic dashboard because when the
It can be scheduled to
dashboard is opened by us, it will display the real-time
automatically refresh its data
generated data

40. What is trigger in Salesforce?

The trigger is defined as an Apex code that executes to perform custom actions, before or after
modifications like insert, update, delete, etc. that has done to records in Salesforce.

41. What are validation rules in Salesforce?

Validation rules in Salesforce consist of a formula or expressions that evaluate the data in one
or more fields in a record to meet the standards you specify before the user can save the
record. It returns a “True” or “False” value based on the evaluation of the data. Validation rules

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Imran Ahmed Sayal, Salesforce Certified Administrator
are responsible for displaying an error message to the user when the condition is “True” due to
an invalid value.

42. What are record types in Salesforce?

Salesforce record types permit us to associate different business processes and display different
picklist values and page layouts to different users based on the user profile.

43. How many ways we can share a record?

With the help of the given below methods we can share records in Salesforce:

• Role Hierarchy
• Manual Sharing
• OWD
• Apex sharing
• Criteria based sharing rules

44. What is Salesforce lightning?

Salesforce lightning is a component-based framework for application development, which has

a collection of tools and technologies that aim to effectively increment the performance of the
Salesforce platform. These tools include an entirely new version of a framework, visual
upgrades, new and optimized interfaces, and more. It is designed to simplify processes for
business users, who do not have any programming experience.

Compiled by:
Imran Ahmed Sayal, Salesforce Certified Administrator