What are the Basic Salesforce Admin Interview Questions and Answers

1. What is Salesforce?

Salesforce is a cloud-based customer relationship management (CRM) platform that provides a suite of tools and services to help businesses manage their customer data, sales processes, and marketing activities.

2. What is a Profile in Salesforce?

A profile is a collection of settings and permissions that define what a user can and cannot do in Salesforce. Profiles control access to objects, fields, and other data within the system.

3. What is a Role in Salesforce?

A role is a hierarchical structure that defines the levels of access and visibility that a user has in Salesforce. It determines which records a user can view, edit, or delete based on their position in the organization.

4. What is a Record Type in Salesforce?

A record type is a way of categorizing records within an object in Salesforce. It allows you to define different page layouts, picklist values, and other settings for different types of records.

5. What is a Workflow in Salesforce?

A workflow is an automated process that executes a series of actions based on a set of criteria. Workflows can be used to automate repetitive tasks and to streamline business processes.

6. What is a Report in Salesforce?

A report is a visual representation of data in Salesforce. Reports can be used to analyze and summarize data in a variety of ways, including charts, tables, and graphs.

7. What is a Dashboard in Salesforce?

A dashboard is a visual representation of key metrics and performance indicators in Salesforce. Dashboards can be used to monitor and track progress towards specific goals and objectives.

8. How do you create a custom object in Salesforce?

To create a custom object in Salesforce, you would navigate to the Setup menu, select Object Manager, and then click the New Custom Object button. From there, you would define the object's fields, relationships, and other properties.

9. How do you create a validation rule in Salesforce?

To create a validation rule in Salesforce, you would navigate to the Object Manager, select the object for which you want to create the rule, and then click on the Validation Rules tab. From there, you would define the rule criteria and specify the actions to be taken when the rule is triggered.

10. How do you deploy changes from one Salesforce environment to another?

Changes can be deployed from one Salesforce environment to another using a variety of tools, including change sets, the Salesforce CLI, or third-party deployment tools like Gearset. The specific method used will depend on the type of changes being deployed and the complexity of the deployment.

11. What is the difference between a Lookup Relationship and a Master-Detail Relationship?

A Lookup Relationship is a type of relationship between two objects in which one object has a field that references the ID of a record in another object. It creates a loose association between two objects. A Master-Detail Relationship is a type of relationship in which one object is considered the master and the other object is considered the detail. It creates a stronger association between two objects, and the detail record cannot exist without the master record.

12. What is a Queue in Salesforce?

A Queue is a shared container that can be used to manage ownership and access to records in Salesforce. It allows multiple users to collaborate on a set of records and to assign work to other users based on defined criteria.

13. What is a Chatter in Salesforce?

Chatter is a collaboration tool in Salesforce that allows users to share files, post updates, and communicate with each other in real-time. It also provides a social network-like interface for users to connect with each other and share information.

14. How do you create a workflow rule in Salesforce?

To create a workflow rule in Salesforce, you would navigate to the Object Manager, select the object for which you want to create the rule, and then click on the Workflow Rules tab. From there, you would define the rule criteria and specify the actions to be taken when the rule is triggered.

15. What is a Sandbox in Salesforce?

A Sandbox is a copy of a Salesforce production environment that can be used for testing, development, and training purposes. It allows users to make changes to the system without affecting the production environment.

16. What is Apex in Salesforce?

Apex is a proprietary programming language used by Salesforce to develop custom business logic and applications. It is similar to Java and is used to extend the functionality of the Salesforce platform.

17. What is a Community in Salesforce?

A Community is a way to extend the Salesforce platform to external users, such as customers, partners, or employees. It allows users to access specific data and features in the system based on their role and permissions.

18. How do you create a Visualforce page in Salesforce?

To create a Visualforce page in Salesforce, you would navigate to the Visualforce Pages section in the Setup menu, and then click on the New button. From there, you would define the page layout and add components, such as fields and buttons.

19. What is the Salesforce AppExchange?

The Salesforce AppExchange is a marketplace for third-party applications that integrate with the Salesforce platform. It allows users to extend the functionality of the system and to customize it to meet their specific business needs.

20. How do you grant access to a user in Salesforce?

Access can be granted to a user in Salesforce by assigning them to a profile or a permission set. Profiles control the overall access and permissions for a user, while permission sets allow for more granular control of specific features and objects in the system

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