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Salesforce Admin Interview Questions and Answers

What is outbound message in Salesforce?

Outbound messaging is part of the workflow rule functionality in Salesforce. Workflow rules watch for specific kinds of field changes and trigger automatic Salesforce actions, such as sending email alerts, creating task records, or sending an outbound message

What are Salesforce custom settings?

List Custom Settings: A type of custom setting that provides a reusable set of static data that can be accessed across your organization. Hierarchy Custom Settings: A type of custom setting that uses a built-in hierarchical logic that lets you personalize settings for specific profiles or users

Why we use record types in Salesforce?

record types is to create a different page layout for different records within the same object. Each record type has their own values available for a picklist on the object, this is really where the different business process comes into play and is really useful

What are custom labels in Salesforce?

We can use System.Label.labelName to access custom label in apex code. Custom labels are custom text values that can be accessed from Apex classes or Visualforce pages. The values can be translated into any language Salesforce supports.

What is Flow interview in Salesforce?

A flow interview is a running instance of a flow. A flow is an application built by your administrator that asks you for inputs and does something in Salesforce based on those inputs.

what is difference between Master Detail relationship Vs Look up relationship

Master Detail relationship is the Parent child relationship. In which Master represents Parent and detail represents Child. If Parent is deleted then Child also gets deleted. Rollup summary fields can only be created on Master records which will calculate the SUM, AVG, MIN of the Child records. Look up relationship is something like as-a (Containership) relationship. Where one record has reference to other records. When one record is deleted then there is no impact on other records.

What is Accounts ?

Accounts are companies which your doing business

What is difference between Personal Accounts and business Accounts

Personal Accounts are solo person or an indivudal customer doing business and Business Account is company or an organization .

What is Contact ?

Contact is a person who may connect with account

What are the different workflow actions available in workflows?

They are Field update, Email alert, Send Outbound messages, Create new task

What is whoid and whatid in activities?

Whoid is the id of either contact or Lead. Whatid is the id of the related to record in activity record(standard or custom object)

What is the difference between force.com and salesforce.com?

force.com is paas(platform as a service) and salesforce.com is Saas(software as a service)

What is a externalid in salesforce?

It is a field which can be used to store a value that is used as a reference for that record in other system.For example if you have a record in system ‘xyz’ where it is referenced by some value then that value can be used as external id in salesforce for that record.External id can be used for upsert operation in data loader.

What happens upon lead conversion ?

When lead is converted a contact, account and optionally an opportunity is created.

How can you create a many to many relationship in salesforce?

This can be done by creating junction object between the two objects.

What happens to detail record when a master record is deleted?

detail record gets deleted.

What happens to child record when a parent record is deleted(look up relationship)?

Child record remains undeleted

Can you see a lead which is converted in saleforce UI?

The detail record is not seen. But a page, wherein it shows the links for formed account, contact and opportunity.

What various default accesses are available in OWD?

Private, Public Read only, Public read write, Public read write transfer, controlled by parent, Public full access

Can a user not have a role?

Yes, this is possible, Role is not mandatory for user.

Can a user not have a profile?

No, a user should always have a profile. Profile is mandatory unlike role.

What is Profile?

Profile contains set of permissions and access settings that controls what user can do with in the organization.

What are permission sets?

A set of permissions is given to the users without changing the profile.

What is OWD?

OWD’S are base line record level security for objects in the organization.It is used to restrict access to data.

What is Roles?

A role controls the level of visibility that users have to an organization’s data.

What is User?

The people who have authenticated username and password to login to the salesforce successfully.

What is Sharing Rules?

These are used to override the OWD permissions. Sharing rules are two types, They are Based on record owner and Based on createria.

What is the role hierarchy?

Role Hierarchy states that higher hierarchy person can see lower hierarchy person records.

Can you override profile permissions with permission sets(i have defined some permissions in profile,i am trying to use permission sets for the same object,can i override permissions for a particular object in the permission sets over to the profile?

No. Permission Sets are used only to extend the Profile permissions. It never overrides.

I want to have read/write permission for User and read only for User , how can you achieve?

Create a Permission Set with read/write and assign it to User .

I have an OWD which is read only, how all can access my data and I want to give read write access for a particular record to them, how can i do that?

All users can just Read the record.Create a Sharing Rule to give Read/Write access with “Based on criteria” Sharing Rules.

What is the difference between role hierarchy and sharing rules? will both do the same permissions?

Role Hierarchy states that higher hierarchy person can see lower hierarchy person records.Sharing Rule is used to extend Role Hierarchy.

Is it possible to delete the user in salesforce?

No, once we create an user in salesforce we cannot delete the user record. We can only deactivate the user record.

How to provide security for Meta-Data files (Schema)?

Using Profiles and Permission Sets.

How to give permissions to two fields for different users who belongs to different profiles?

Permission set

What is Grant Access Using Hierarchies?

In OWD we have Private but your higher position persons should see that time we go for Grant Access Using Hierarchies.

How we can change the Grant access using role hierarchy for standard objects?

Not possible.

What is manual sharing?

Manual sharing is to share a record to a particular user manually.Go to detail page of record and click on manual sharing button and assign that record to other user with Read or Read/Write access.Manual Sharing button enables only when OWD is private to that object.

What are the recordtypes?

Using recordtypes we can assign different pagelayouts to different users based on their profiles and To enable different sets of standard/custom picklist values to different users.

Why we are using dataloader?

through import wizard we can import upto 50,000 records if we want to insert more than 50,000 records then we use dataloader.through dataloader we can import upto 1 million records.using import wizard we do only insert,upsert but using dataloader we do insert,update,upsert,export,export all,delete.

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