Salesforce Admin interview questions typically cover a wide range of topics to assess a candidate’s understanding of the platform. Common questions include the basics of Salesforce, such as its benefits and architecture. Data modeling questions focus on understanding Standard and Custom Objects, relationships, and Record Types. Security and access control are often evaluated through questions on Profiles, Roles, and Permission Sets. Automation-related questions may touch on Workflow Rules, Process Builder, and Approval Processes. Additionally, data management questions might explore data import/export tools like Data Loader, while reporting questions assess the candidate’s ability to create and customize reports and dashboards. These topics are fundamental to ensure a Salesforce Admin can effectively manage and optimize a Salesforce environment.
1. What is SDLC? Ans. Explain the software development life cycle.
2. What is Agile Methodology? Ans. Sprint wise
3. What is Salesforce? A. Storing the data in a very advanced way and interacting with customer
4. What are the different types of clouds in Salesforce? Ans. 1. Sales 2. Service 3. Community 4. Marketing 5. etc…
5. Difference between classic and lightning experience Ans. Classic is only for web applications & Lightning is both for web & Mobile applications
6. CRM Ans. Customer Relationship Management
7. What is a Campaign? Ans. We do promotions by using this campaign object.
8. What is a Lead? Ans. The person who showed interest is a lead.
9. What is lead management? Ans. The process of generating, qualifying, and nurturing leads, and handing them off to a sales team.
10. Lead conversion? Ans. If you convert the lead it will be split into Account, Contact, and Opportunity. The conversion of account and contact is mandatory and opportunity is optional.
11. What is a profile? Ans. A profile is nothing but some set of permissions like app level, tab level, object level field level permissions, admin level permissions, and general level permissions.
12. Can we create a profile directly? Ans. No, we need to clone any one of the existing profiles.
13. What do you mean by application? Ans. An application is where all the tabs objects and fields exist where the data is systematically maintained.
14. Can any user create a new campaign Ans. No, to create a campaign he should be a marketing user
15. Why Salesforce introduced governor limits Ans. Salesforce introduced governor limits to ensure the fair usage, stability & performance of the platform. These limits control how much data or records can be stored in a shared database
16. What is the difference between a role & profile in Salesforce? Ans. A. Role: Dictate which records a user can access and edit, based on their place in the organizational hierarchy. Roles are optional and follow a hierarchy where users higher up have more permissions. B. Profile: Define what users can do within the application, including object and field-level permissions, app settings, and other system permissions. Profiles are mandatory for all users.
17. What is a schema Builder? Ans. Schema builder is a place where we see the objects and their relationships and we can also create the objects.
18. Why Salesforce considers CSV files over the Excel file Ans. CSV file is lower in size when compared to others.
19. What is the difference between a data loader and an import wizard? Ans. A. Import Wizard is a web-based app & data Loader is a software tool. B. Import wizard supports limited objects like account & contact, leads, solution, and campaign member only. C. The data loader supports all the standard & Custom Objects.
20. How many records does the data loader support per transaction? Ans. Salesforce Data Loader can import up to 150 million records at a time from files or a database connection. The default batch size is 2,000, but you can increase it to 10,000 for faster processing.
21. What is web to lead? Ans. Creating the leads from web forms.
22. What are the steps to create web to lead form? Ans. A. Enable web to lead checkbox. B. Assign the user to the user owner C. Give the redirection URL D. Click on Generate the form E. We will get the form
23. What are the stages of a lead conversion? Ans. A. Open-Not contacted B. Working-Contacted C. Closed- Not converted D. converted
24. What are Duplicate rules in Salesforce? Ans. Duplicate rules are used to stop creating duplicate records based on the matching rule criteria and it only works on specific objects like Accounts, contacts, individuals, and leads if you need other objects then you write a code by using before triggers.
25. How do you ensure data security while using Salesforce Data Loader? Ans. Data security in Salesforce Data Loader is maintained by using secure login credentials, encrypting data during transfer, and adhering to Salesforce’s security standards. Additionally, it’s important to limit access to the Data Loader and data files to authorized personnel only and regularly audit data access and usage.
26. How do you handle errors during data loading in Salesforce Data Loader? Ans. Salesforce Data Loader logs errors encountered during the data loading process. To handle these errors, you first review the error log files generated by the tool, identify the cause of each error (like data format issues, field mapping errors, or validation rule failures), and then correct the issues in the source file before attempting to reload the data.
27. Describe the process of scheduling automated data loads using Salesforce Data Loader. Ans. To schedule automated data loads with Salesforce Data Loader, you need to use its command-line interface (CLI). This involves creating a configuration file with the necessary parameters and using Windows Task Scheduler or a similar tool in other operating systems to run the Data Loader CLI commands at scheduled times.
28. How does Salesforce Data Loader support rollback or undo functions? Ans. Salesforce Data Loader itself does not have a built-in rollback or undo function. To mitigate this, backing data before performing any major data load operations is essential. In case of an error, you can use the backup data to restore the previous state by performing delete or update operations.
29. What are record types and page layouts? Ans. The record type is a concept for viewing different UI based on page layouts. We will create a page layout based on our requirements and assign it to the record type.
30. What is a lead assignment rule? Ans. It will automatically assign a lead to a particular user or a queue based on the criteria in the assignment rule. You can create multiple rules but only one rule will be activated at a time. In one rule we can put multiple rule entries in an orderly way.
31. The assignment rule is active and the criteria are correct but it is not assigning as per the requirement what could be the reason? Ans. Assign by using the active assignment rules checkbox should be selected.
32. What is a Queue? Ans. Queue allows a group of users to manage a shared workload more effectively. .
33. Which objects will have life cycles? Ans. Leads, Cases, Opportunities.
34. By opening a record detail page how can you say it is a child record? Ans. If you see the relationship icon in any record detail page then it is a child record.
35. What is a field dependency? Ans. There is a dependency on the field based on the other field.
36. Why do we need relationships in Salesforce? Ans. To decrease the data redundancy issue
37. How many types of relationships are there in Salesforce and what are they? Ans. A. There are 2 types of relationships in Salesforce, they are standard relationships & Custom relationships. B. For standard relationships, we only have lookup relationships & for custom relationships, we have lookup & master detail. C. If you create lookup or master by default it will be one to many relationships. D. The master-detail relationship field is required.
38. What is a junction object? Ans. A. If an object has two parents then it is a junction object. B. Example: Campaign, Campaign member, leads. Here campaign member is a junction object. It is also called as many to many relationships.
39. To achieve many to many relationships what do we want? Ans. A junction object.
40. Why are we creating custom objects or customizations? A. To extend my business functionalities we are going for customizations
41. Can one contact have many accounts? Ans. Yes, for that, you need to open account settings and you need to check the checkbox ‘allow users to relate a contact to multiple accounts’.
42. What is an Account team member? Ans. The account team allows multiple team members to handle the account. Go to setup search for account teams and enable it.
43. What is the difference between queue and Account team members? Ans. Queue gets direct ownership but the account team member will not be the owner he only has access to read/write.
44. Will custom objects have the feed section? Ans. No, the feed section will only have standard objects.
45. What is steaming API? Ans. Whenever there is any change in the object it pushes the notifications to the external systems.
46. What are the standard fields in the standard or custom object? Ans. A. Name B. Owner C. Last modified by D. Created by
47. How many types of tabs do we have in Salesforce? Ans. We have 2 types of tabs in Salesforce they are standard tabs and custom tabs. B. In custom tabs, there are : 1. Custom object tabs 2. Web tabs 3. Visualforce tabs 4. Lightning component tabs 5. Lightning page tabs
48. From the relationships start between parent & child? Ans. We should be creating relationships with child
49. Can a standard object participate as a child in a master-detail relationship? Ans. No, the Standard object only participates as a parent in master-detail relationships.
50. How do we enable reparenting? Ans. We need to check the ‘ Allow Reparenting ‘checkbox.
