Updated March 17, 2023
Introduction to Salesforce Admin Interview Questions
Salesforce admin interview questions are frequently asked in understanding and sorting out the best professional Salesforce candidate in a company. They stem from the diverse and critical need for general and transferable skill sets to become a Salesforce admin. A Salesforce admin makes an average of $74,972 annually, with top professionals reaching up to $105,000 a year.
Through Salesforce admin interview questions, one can get the chance to work in the lucrative Salesforce industry that has crossed billions of dollars in revenue. Different roles in the Salesforce admin industry need proper skills to crack an interview. Practicing using a set of Salesforce admin interview questions beforehand can help to understand and prepare better for the upcoming interviews.
- Salesforce admins are in charge of implementing and improving the overall business management process.
- Salesforce Admin creates a vital link between business and technology.
- A good Salesforce admin should have diverse transferable skills.
- Salesforce admin questions are tricky but simple enough if the candidate is well-prepared.
Salesforce Admin Interview Questions and Answers
Q1. What is your idea about Salesforce?
Answer: Salesforce is a leading CRM platform that helps to connect customers and businesses. It is an integrated platform that ensures a standard shared picture of customers to every business department. Thus, Salesforce helps to operate a business from anywhere and anytime without complexities.
Q2. Who are Salesforce admins?
Answer: Salesforce admins are in charge of implementing and improving the overall business management process. They are the main forces driving Salesforce’s success in an organization or business.
Q3. Define user record.
Answer: A user record in Salesforce is a record that represents an individual user of the Salesforce application. It contains information such as the user’s name, email address, and login credentials. User records are required for each individual user in the organization to access the Salesforce platform.
Q4. Define manual sharing.
Answer: Manual sharing in Salesforce is a feature that allows an administrator or a user with the appropriate permissions to manually share specific records with other users. Manual sharing can be done by going to the record detail page and clicking on the “Sharing” button.
Q5. How do you troubleshoot a Salesforce issue?
Answer: Troubleshooting a Salesforce issue involves identifying the problem, researching and understanding the cause, implementing a solution, and testing to resolve a problem.
Q6. What is CRM?
Answer: CRM stands for Customer Relationship management. It helps to automate the system and ensure the digitalization of marketing functions to increase profits in a company. CRM mainly dwells upon customer value, and the initiatives include customer acquisition, retention, churn, and win-back.
Q7. Differentiate between Salesforce.com and Force.com?
Answer: Salesforce.com helps develop CRM-based functions in applications. For example, a mobile application that stores all customer and user-related information and other standard functions.
Force.com, on the other hand, is a user interface to customize data models. For example, a mobile application with an OS environment can develop and run applications.
Q8. What are some portals in Salesforce?
Answer: In Salesforce, portals are a feature that allows external users, such as customers, partners, or vendors, to access specific information in Salesforce without having a full Salesforce license. Different types of Salesforce portals include Customer, Partner, Vendor, Community, High-Volume, and Self-Service portals.
Q9. Why are tabs used in Salesforce?
Answer: Tabs in Salesforce is used to navigate and access data of different objects within the Salesforce application. They are a way to organize and structure the data and functionality within Salesforce, making it easy for users to find and access the information they need.
Q10. What type of tabs are in Salesforce?
Answer: There are several types of tabs in Salesforce:
- Object Tabs: Object tabs correspond to a specific object, such as Accounts, Contacts, Leads, etc.
- Custom Tabs: Custom tabs can be created by an administrator to create custom objects and applications.
- Web Tabs: Web tabs allow an administrator to embed external web pages or websites within Salesforce.
- Visualforce Tabs: Visualforce tabs allow an administrator to create custom pages using the Visualforce framework.
- Apex Tabs: Apex Tabs are similar to Visualforce Tabs, but instead of using the Visualforce framework, it uses Apex, which is Salesforce’s proprietary programming language.
- Lightning Component Tabs: Used to create custom pages and functionalities that are optimized for Salesforce’s Lightning Experience.
Q11. How can one delete or freeze Salesforce users?
Answer: To delete a user in Salesforce, we need to deactivate the user through the freeze option. It is because deleting a user in Salesforce is not possible.
To freeze a user, we need to go to:
Setup > Manage users > Users
Then, click on Freeze.
Q12. How can one set login hours and login IPs for Salesforce users?
Answer: The steps to set login hours and login IPs are as follows:
- Login Hours: Setup > Administration > Manage users > Profiles
- Login IP: Setup > Administration setup > Manage users > Profiles
Q13. What types of profiles are available in Salesforce?
Answer: Two types of profiles prevail in Salesforce.
- Standard Profiles: Profiles created by Force.com. Under this profile are standard users, marketing users, read-only, system admin, and solution managers.
- Custom Profiles Profiles created by users.
Q14. Describe the three types of Clouds in one sentence each.
Answer: There are three types of clouds:
- Public Cloud: Availed to people worldwide in which the user has no control over resources.
- Private Cloud: Accessible in limited areas and ensures cloud infrastructure services to particular organizations.
- Hybrid Cloud: Combination of different types of clouds that allow data or applications to transfer from one cloud to another. A hybrid cloud is mainly the integration of private, public, and community clouds.
Q15. Mention the common factors on SaaS, IaaS, and PaaS.
Answer: The common factors are:
- SaaS: It means ‘Software as a Service.’ These services are distributed all over the cloud to help provide services online.
- IaaS: It stands for ‘Infrastructure as a Service.’ In IaaS, cloud service providers ensure services of infrastructure like hosting services, storage, and servers to required users.
- PaaS: It means ‘Platform as a Service.’ In PaaS, cloud service providers provide the hardware. It includes operating systems, network services, and many more.
Q16. What is a Salesforce report?
Answer: A Salesforce report is a tool that allows users to view and analyze data from Salesforce objects. One can customize reports with different filters, grouping, and sorting options.
Q17. Differentiate between profile and role.
Answer: Profiles create an object and field-level access. For example, general permission, read & write permissions, and many more.
Roles provide record-level access like role hierarchy, sharing rules, manual sharing, and many more.
Q18. How is a transfer record used in the profile?
Answer: Transfer record is permission in Salesforce provided to users to transfer records with read access. A user can use the transfer record access to transfer records with read access.
Q19. Define fiscal year in Salesforce.
Answer: Fiscal years in Salesforce identify starting and ending dates of a company or business’s financial year. It is of two types: standard fiscal year and custom fiscal year.
Q20. What are governor limits?
Answer: Salesforce Governor limits are restrictions enforced by Salesforce to ensure effective processing is maintained. It allows multiple users to perform without impeding performance. These limits include static apex limits, per-transaction apex limits, and more.
Salesforce admins are the most crucial part of the Salesforce process of a business or organization. As a result, cracking the interview needs in-depth preparation using Salesforce admin interview questions. The basic, intermediate, and advanced level questions of Salesforce admin interview questions help get a better insight and practice for the interview.
Frequently Asked Questions (FAQs)
Q1. How do I prepare for a Salesforce interview?
Answer: To prepare for a Salesforce interview, familiarize yourself with the platform, its features, and the Salesforce ecosystem, as well as your prior experience with it. Understand key Salesforce terminology and concepts, be prepared to discuss how you used Salesforce to solve business problems, and have a strong understanding of CRM and how Salesforce improves customer relationships.
Q2. What are the basics of Salesforce admin?
Answer: The basics of Salesforce administration include understanding Salesforce’s data model and how it organizes and manages data within the platform.
Additionally, a Salesforce administrator should understand the Salesforce ecosystem and how it integrates with other systems, such as email and marketing automation tools.
Q3. What are Salesforce admin skills?
Answer: Salesforce administrator skills include knowledge of the Salesforce platform, data management, and customization. Strong problem-solving and communication skills are crucial for a Salesforce admin to work with stakeholders and understand their needs.
Q4. What is one daily responsibility for Salesforce admins?
Answer: One of the daily responsibilities of a Salesforce administrator is to manage and maintain the data within the platform. That is, creating and updating records, managing user access, and ensuring data integrity by enforcing data validation rules and maintaining data relationships.
This is an EDUCBA guide to Salesforce admin interview questions. You can view EDUCBA’s recommended articles on Salesforce for more information-