Admin Salesforce Interview Questions Flashcards
Can you describe the differences between a Role and a Profile?
Role and Profile are fundamental for the Salesforce Platform. They control what the user can see and do.
PROFILE: Controls what the user can do on the platform, such as Create, Read, Edit, or Delete. It also controls individual permissions such as Export Reports, Create Dashboards Folders, or Modify All Data. Profiles are required.
ROLE: Used to control what the user can see. They are specifically designed to open up access through a hierarchy, so that more senior members are able to see more records. Roles are optional.
What are some of the automation tools available to Admins, and how can they be used to help businesses?
Admin can use Workflows, Process Builder, and Flows to create an automation.
For example, once an opportunity is closed, you could easily create an automation to create a case, which prompts the customer success team to get in touch with the customer.
What are the main types of relationships you can create between objects in Salesforce?
In Salesforce we have
LOOKUP:
Loosely coupled
You can relate records easily to other records in a one-to-many relationship
Roll-up summary field is no available
MASTER-DETAIL:
Tightly coupled
A child record can not exist without a parent record. If a parent record is deleted, the child also gets deleted
Roll-up summary fields are available
MANY TO MANY: If you need to have many records on an object related to many records of another object, you need an Junction Object, which has 2 master-detail relationships to 2 parent objects
For example, we created a Session object, and we also created a Speaker object. In order for us to be able to link those 2 objects, we created a Junction object.
Describe the differences between Page Layouts & Record Types
Page layouts and record types control the User Interface.
Page layouts determines what the user will see on the screen.
Record types allow those page layouts to be customizable depending on the record type.
We used record types when we wanted to display a different layout depending on the stage of the sale.
Describe a few ways that Account & Contact information can be imported into Salesforce?
We can use DATA LOADER which allows you to import, export, update and delete large amount of records in a single operation.
Also, DATA IMPORT WIZARD which is a simplified tool that only allows you to import data into Salesforce.
Another one is DATALOADER.IO which is an advanced cloud-based data loader with many other features.
What Salesforce product can be used to provide your Partners with the ability to create Leads and Opportunities?
The Experience cloud allows you to create portal that connect to your Salesforce instance, for a specific purpose.
The two most common portals are Partner Portal and Customer Portal.
PARTNER PORTAL: Partners can create leads and manage the sales cycle of opportunities. All partner activity can be viewed within your Salesforce Org.
CUSTOMER PORTAL: It provides support and knowledge base articles for the customer.
Can you name the types of Salesforce reports and the differences between them?
TABULAR: The simplest of the reports, it only shows rows with data, like a spreadsheet. It is best to use if you don’t need totals or calculations, or if you will be exporting the data.
SUMMARY: Adding grouping turns the report into a Summary report. It displays groups or subgroups of data with totals and calculations
MATRIX: Similar to Summary reports, but in a Matrix report you can group by rows as well as columns to see different totals.
JOINED REPORTS: It allows you to create two separate reports so that you can compare data.
What is a Dynamic Dashboard?
A way to personalize the user experience. By using Dynamic Dashboards, the data on the dashboard changes based on the user who is viewing it.
Most of the Dashboards we built were dynamic. They would only show leads or opportunities the sales rep own. That was done by using “My” filter on all dashboards
Describe the different ways to make a field required in Salesforce?
CUSTOM FIELD SETTINGS: -HARD LIMIT- Whenever you create a custom field, you can make it required. It applies when the user creates a new record inside Salesforce, or when uploading data via data loader.
PAGE LAYOUT: -SOFT LIMIT- On the Page Layout, you can make the fields read-only or required. It only applies when the user creates a new record inside Salesforce.
VALIDATION RULES: -HARD LIMIT- We use advanced logic and can be built only to make a field required under a certain condition.
What is a profile?
Profiles and Roles work together to determine which records the users can see and what they can do with them
Profiles are always required.
Profiles control which objects and fields users can access
Profiles determine whether users can create, edit, or delete records
What is a Role?
Roles are optional. Is good practice to use them though
Roles are for sharing records with users. When the Organization-Wide-Default is set to the lowest, you can use Roles to give users more control.
What is a Permission Set?
A permission set is a collection of settings and permissions that give users access to various tools and functions.
Permission sets extend users’ functional access without changing their profiles
