Salesforce Admin Interview Questions

Table of Contents

  1. Salesforce Admin Interview Questions
    1. 1) What is the Roll-up summary field?
    2. 2) Explain Queues?
    3. 3) Explain Escalation rules?
    4. 4) Explain Validation rules?
    5. 5) What are the primary components of the workflow?
  2. Salesforce Admin Interview Questions
    1. 6) Explain Time-dependent workflow?
    2. 7) What is the Workflow Task and Workflow Alert?
    3. 8) Explain Auto-Response?
    4. 9) Explain Custom Labels?
    5. 10) What are Sharing rules and what are the different types of sharing rules?
  3. Salesforce Admin Interview Questions
    1. 11) What are Governor Limits?
    2. 12) Define the Approval process?
    3. 13) What is the importance of Salesforce Chatter?
    4. 14) Explain Guest users?
    5. 15) Explain Change Set?
  4. Important Interview Questions

Salesforce Developer Interview Questions, Salesforce Admin Interview Questions, Salesforce Interview Questions | Intermediate to Advance.

Salesforce Admin Interview Questions

1) What is the Roll-up summary field?

We use the Roll-up summary field to calculate the values for the associated records, for example, a related list. We can also use it for creating the values for a master record- according to the values in detail records. But, we must connect the master and the detail with a master-detail relationship. 

2) Explain Queues?

In Salesforce, Queues help us to distribute, prioritise, and assign the records to the teams for sharing workloads. Queues are applicable to leads, service contracts, custom objects, cases, etc. 

3) Explain Escalation rules?

Escalation rules apply to escalation cases according to the rules specified in the escalation rule entry. Besides rule entries, we can also create escalation actions for determining what happens when the case escalates. The escalation rule can reassign a case to another support agent or a support queue.  

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4) Explain Validation rules?

Validation Rules enable us to apply a particular logic rule to contribute to our organization’s data integrity. We can define the conditions on the object that are not available. For instance, if we do not want to label an opportunity as closed if the account does not have the address.

5) What are the primary components of the workflow?

Following are the primary components of the workflow:

Criteria: Criteria is the “if” portion of the statement. We have to set criteria for the workflow rule. First, we have to create a workflow rule and later configure the criteria.

Action: Action is the “then” portion of the statement. The action tells us what to do when the criteria are satisfied and occurs after the workflow rule configuration. We can add a time-dependent action or an immediate action for a particular workflow rule. 

Salesforce Admin Interview Questions

6) Explain Time-dependent workflow?

We perform time-dependent actions at particular times before closing the record. Workflow re-evaluates the record after time passes. It checks whether the workflow rule criteria are satisfied, and only then workflow rule executes the actions.

7) What is the Workflow Task and Workflow Alert?

Workflow Task

When we have to assign the tasks to a salesforce user, you haunt a workflow task. Workflow task allocates a new task to a role, user, or record owner. It assists us in defining different task parameters like a priority, status, due date,  and subject.

Workflow Alert

Workflow Alert is an email that an approval process or a workflow rule creates in the salesforce and transmitted to different recipients.

8) Explain Auto-Response?

Auto-Response is about transmitting emails to leads or cases for particular record attributes and promptly responding to customer inquiries or issues by establishing the auto-response rule. At the same time, we can set one rule for a lead and one rule for a case.

9) Explain Custom Labels?

In Salesforce, we use custom labels for creating a multilingual application.  Using the native language, they give information to users in the form of help texts and error messages. We can define the custom labels as custom text values that we can access from the Apex class or Lightning components and promptly or even the Visualforce page. We can translate these values into the language supported by the salesforce. Through the following path, we can access custom labels:

Setup->Search Custom Labels in Quick Find Box->Custom Labels 

10) What are Sharing rules and what are the different types of sharing rules?

Sharing rules give sharing access to the users associated with the public groups, roles or territories. It gives a higher level of access with the exceptions, far from our organisation settings. Following are the two kinds of sharing rules:

  • Criteria-based Sharing rules: Access is provided according to the record values and not according to the record owners. 
  • Owner-based Sharing Rule: These rules provide access to the records owned by the users.

Salesforce Admin Interview Questions

11) What are Governor Limits?

To assure that no one gains resources from others, Force.com establishes various restrictions(governor limits) that limit code execution. Salesforce must do this due to its multi-tenant architecture, where all the customers and organisations share one resource. If the governor limits are not satisfied, an error will rise, and the program execution will terminate. Following are the types of Governor limits:

  • Static Apex Limits
  • Per-transaction Apex Limits
  • Size-specific Apex Limit
  • Per-transaction Certified Managed Package Limits

12) Define the Approval process?

In Salesforce, the Approval process is a sequence of steps for approving records. An approval process is also helpful for tracking who and when approved or rejected something. It includes different approval models, notifying approvers, and conditional logic for who must support. 

13) What is the importance of Salesforce Chatter?

Salesforce Chatter is a social networking application that enables us to share information and work cooperatively with each other. It helps us to build greater employee engagement through motivation. Salesforce Chatter also provides a forum throughout the enterprise for sharing fresh ideas and understandings. We can also use the mobile feed for tracking our project.

14) Explain Guest users?

Guest users are the users who do not have user accounts in our organisation. They are also known as unauthorised users as they do not have to log in. We can make the pages accessible. Unauthorised users can create or edit the records.

Generally, we have various limitations and considerations for assessing. Yet, we can use this feature for solving use cases, and we do it financially because the guest user licenses are free.

15) Explain Change Set?

A changeSet is a group of components that we can migrate between the associated organisations (like from a sandbox to the production, sandbox to the sandbox, etc.).

Important Interview Questions

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