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Salesforce Interview Flashcards

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1
Q

Tell me about what made you change your career to Salesforce?

A

Around the end of 2020, my friend asked my husband to implement Salesforce platform for her early learning centre. As I had learnt the relevant knowledge and techniques during the process, I have been acting as an admin to maintain the platform from the beginning of 2021 till now.
During this period, I have consolidated and strengthened my skills through providing solutions for various business requirements. To further develop my skills and expand my experiences, I think it’s time for me to explore different working environments.

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2
Q

Development life cycle, how do you make change and deploy (deployment) - Change Set

A

I use Sandbox org to do the change, and then deploy it to a Testing sandbox for business users to conduct UAT, and then push it to Production org

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3
Q

do you know CICD/Source Control?

A

Yes, I used it recently to enhancement deployment process.
1, I retrieved my changes from dev sandbox via VS code, 2, I create a feature branch to include those changes and then push it to source repo
3, then I create a Pull Request which will be validated by pipeline
4, after Pull request is passed, I’ll merge it
5 then pipeline will deploy it to testing org

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4
Q

About your Career Transition?

A

• I’d been considering a career transition,
• an opportunity came up at the end of 2020
• my husband implemented the salesforce platform for my friend’s centres
• I was trained and helped with the configuration
• I decided to dedicate my career to this filed
• I took over the admin role after the project went live
• I passed the exam and got certified as a Salesforce admin in March
• Gathering requirements, building configuration, data management, managing deployment

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5
Q

What have you done as an admin?

A

• Org Configuration: Objects, fields, Page Layout, Lightning Record Page
• Security Purpose: Profiles, Permission sets, Sharing Rules, Role Hierarchy
• Data Management: Data Loader – load data in bulk, Report & Dashboard (data analysis)
• Automation: Validation Rule, Flow Builder, Approval Process
• CICD: change deployment
• User Management: Create users, Reset Password

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6
Q

Some examples you have done in Salesforce?

A

• Incident Management – Flow Builder (email, save time & workload)
• Screen flow: guided wizard (provide entry incident), key fields, email alerts
Flow Trigger: lead assigned to the director, create task (organise guided tour)
• Scheduled Flow: create task for reviewing children’s medication plan every three monthly
• Approval Process (lack of automation)
• Validation Rule
• Criteria-based Sharing Rule – Children with Allergic Condition (OWD - Private)

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7
Q

Describe an Application Lifecycle process, or Development lifecycle process you currently understand/use?

A

• Gather/Collect requirements from users -> Recorded as User Stories in Jira
• Plan solution, and develop configuration in Developer Sandbox
• Then I go through CICD process to deploy it into Testing sandbox
(Create a change set and push it to the Testing Sandbox for testing)
• After the teachers and director complete the test, it would be pushed to the production

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8
Q

What automation you’ve done in Salesforce?

A

• Filling up and Signing Incident/Medical Forms
• Enrolment Forms (Web to Lead)
When families fill up the required information for enrolling their children in the centre, an account will be created automatically.
• Attendance
• Approval Automation
Build an approval process in Approvals to route an employee’s time-off request to a manager/director for approval.
• Case (Incident/Accident/Medical)
When a case is created, the flow will be triggered to send auto notification through email to the manager and director.

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9
Q

Tell me about what you understand around Salesforce Security?

A

Object access, Field Level Security, System Permission
• Profile
Set up different types of profiles for meeting different users’ needs and requirements.
• Permission Set/Group

Record Sharing
* Org Wide Default (OWD) find this from Sharing Setting
• Role Hierarchy
Team (Co-educator -> Room Leader -> Educational Leader -> Director)
• Sharing Rules
When families fill up the required information for enrolling their children in the centre, an account will be created automatically.
• Account Team, Opportunity Team, Case Team
* Manual Sharing
*Apex Sharing

Other security such as session management etc.

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10
Q

What configuration have you done in Salesforce?

A

Such as
Lightning App
Lightning Record Page
Page Layout
Object & Field configuration
Validation Rule

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11
Q

Can you name a few ways to improve data quality in Salesforce that prevent users from entering poor data?

A

(Start with simple features)
1 System validation defined by Field Data Type, such as email or picklist fields
2 Validation Rule
3 turn on Duplication management
4 Use some App exchange product such as Address validation

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12
Q

Have you used any App Exchange products?

A

Yes, I’ve installed a few apps from Salesforce labs as it’s free, such as some dashboard package.
We’ve also used Docusign to capture e-signature from parents

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13
Q

How did you manage Parent and Child in Salesforce?

A

Create an account for each family with family account record type and add parents, children as contacts with Parent and Child contact record types).

So we can get a complete view of each child’s record, including activity history, key contacts, communications, and emergency contact information.

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14
Q

What customer objects did you use in your centre?

A

We used custom objects for the following process.
1 Medical History associated with child contact
2 Program and Program Member to track child program participants. Program member is a junction object btw
3 Time off object to manage teacher’s time off request
4 Staff credential and progression development object to track teacher’s learning

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15
Q
  • Can you tell me about a challenging situation you overcame at work?
  • Describe a difficult task you were faced with and how you addressed it.
A

• Manage time off requests from staff -> solution: approval process
• Set approval process on Time Off Object (teacher enter data, record changed)
• Flow triggered to submit the time off request to the director
• For the Approval Process, I configured two conditions: approve & reject
• The actions will be triggered based on the scenario: update the field and send email alert

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16
Q

What is a Profile?

A
  • Profile is Salesforce security feature that controls Object and field level access for users as well as some system permissions.
  • One user can only have one profile
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17
Q

What access level can you give to object and field?

A

For object, it’s CRUD (Create, Read, Update and Delete)
For field level security, it’s Edit or Read only

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18
Q

What is a Role?
What’s Role or Role hierarchy does?

A

*User role or Role hierarchy defines Salesforce record sharing mechanism.
*It allows managers to view the data owned by their subordinates.
* User can have no role or just one role

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19
Q

What is a Permission Set?

A

1 Permission set is similar like Profile, controlling object and field access as well as some system permissions.
2 Unlike profile, however, users can have multiple permission set.
3 We can also use Permission Set group to group those permission sets to simplify user assignment

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20
Q

What is a Public Group?

A

Public group is a Salesforce feature that groups users/role/other public group, so it can be used in Sharing rules to share records with a group of users.

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21
Q

What is a Queue?

A

Similar as public group, but mainly used for record ownership and used in Lead or Case assignment rules for example.

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22
Q

What types of object does Salesforce have?

A

Primarily Standard Object and Custom Object.
Also have external object used to display data from other systems.
(Optionally mentioning this )And Big object to store huge amount of data (very limited, no UI for big object, no automation can be configured on Big object too)

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23
Q

What is the difference between Standard object and Custom object?

A

Standard Object
1 limited control to configure it
2 Salesforce pre-defines it such as Account, Opportunity Case etc.
3 can’t be used as detail object in a Master Detail relationship

Custom Object
1 we have full control to customise it
2 We need to create it ourselves based on business needs

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24
Q

What is the difference between Standard Field and Custom field

A

Standard Field
1 limited control to configure it - can only change its label for example
2 Salesforce pre-defines it such as Account name, opportunity name
3 can’t be included in ChangeSet

Custom Field
1 we have full control to customise it such as field name, type
2 We need to create it ourselves based on business needs
3 can be included in change set

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25
What is a lookup relationship?
* Relate objects to each other via Look-up relationship field * It is a weak relationship as the child object is independent regarding its record visibility as you can define its own sharing mechanism * Child object in Lookup relationship doesn't always require the parent lookup field populated with values • For example, link a custom object called Medical History to Child Contact to track their medical records
26
What is a lookup relationship?
* Relate objects to each other via Look-up relationship field * It is a weak relationship as the child object is independent regarding its record visibility as you can define its own sharing mechanism * Child object in Lookup relationship doesn't always require the parent lookup field populated with values • For example, link a custom object called Medical History to Child Contact to track their medical records
27
What is a master-detail relationship? (standard object cant be the detail)
* Relate objects to each other via Look-up relationship field * It is a Strong relationship as the child/detail record visibility is determined by their parents/master record visibility. ( To allow users to see those child/detail records they must be given access to parents/master record) * Child/Detail object must always have their master relationship field populated with values * Delete master record will delete all detail records
28
What is a lookup relationship?
* Relate objects to each other via Look-up relationship field * It is a weak relationship as the child object is independent regarding its record visibility as you can define its own sharing mechanism * Child object in Lookup relationship doesn't always require the parent lookup field populated with values * You can't use Roll-up summary field for such relationship ( need App exchange product to achieve it or Coding) • For example, link a custom object called Medical History to Child Contact to track their medical records
29
What is a master-detail relationship? (standard object cant be the detail)
* Relate objects to each other via a Strong relationship as the child/detail record visibility is determined by their parents/master record visibility. ( To allow users to see those child/detail records they must be given access to parents/master record) * Child/Detail object must always have their master relationship field populated with values * Roll-up summary field can be used on Master object to see aggregated info regarding detail records * Delete master record will delete all detail records
30
When you need change a Look up relationship to a Master-Detail relationship what you need consider?
1 all the relationship fields on the child object must be filled out with parent reference values 2 all sharing (record ownership, OWD, Sharing Rule) in child object will no longer exist
31
What is a master-detail relationship? (standard object cant be the detail)
* Relate objects to each other via a Strong relationship as the child/detail record visibility is inherited/determined by their parents/master record visibility. ( To allow users to see those child/detail records they must be given access to parents/master record) * Child/Detail object must always have their master relationship field populated with values * Roll-up summary field can be used on Master object to see aggregated info regarding detail records * Delete master record will delete all detail records
32
When you need change a Look up relationship to a Master-Detail relationship what you need consider?
1 all the relationship fields on the child object must be filled out with parent reference values 2 all sharing (record ownership, OWD, Sharing Rule) in child object will no longer exist
33
When you need change a Master-Detail relationship to a Lookup relationship what you need consider?
1 ensure to remove any Roll-up summary fields 2 may need consider and configure record sharing for Child object as it's now a Look-up relationship
34
What is a Roll-up Summary field?
• available on the master side of a Master-Detail relationship • allow aggregate data from related detail records such as Count, sum, Maximum, Minimum, Average, etc.
35
What are different types of fields?
Field Type (data type) provides system validation. It enforces users to enter the data in the field that match its type. Such as Picklist field, Number field, Phone field, Email field, Text field
36
What are Validation Rules? And how to set it up
It prevents user from entering poor data. Normally we set it up to provide custom validation. To set it up, we need define a criteria on the object based on some field logic, then put in the error message so users will see such error when they enter data incorrectly.
37
What is a junction object?
It's used to relate another two parent objects to have a Many-to-Many relationship. For example, we have a Program Member object to relate Program and Child Contact object to record children's program participation.
38
What is Flow and what type of Flow have you used?
Flow is an Automation feature in Salesforce. I have used Flow Trigger, Screen Flow and Schedule Flow at my centre
39
What's the difference between Screen Flow, Flow Trigger and Schedule Flow?
Screen flow provides a guided wizard to guide user enter data. We need use screen elements as part of this flow type. (Educators complained it’s hard to create cases on the standard UI when incidents happen so I created Screen flow to help them more easily) Flow trigger doesn't have UI element, it will be triggered based on record change. (I built a flow on the lead object that when the lead is assigned to the director, a task (organise a centre tour) will be automatically created) Schedule Flow also doesn't have UI element. It's fired based on the a schedule time. (I used schedule flow toquery the children’s contact record and find their related teachers. And create the task to send it to their teachers to complete the medical plan monthly.
40
Isn’t it a problem to have multiple flows/triggers on the same object?
Yes it's a problem as we cannot control the trigger firing sequence. However, Salesforce recently introduced a feature called Flow Explorer to help ease this situation a bit.
41
What is an Approval Process? And how to submit it?
An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process for a record that's submitted. (We used it to manage Time Off request approval) Approval process can be submitted manually or use Flow trigger to automate it.
42
Do you know Apex or Lightning Component or Visualforce page?
I know those are the advanced customisation in Salesforce which is normally built by developer. I'm not familiar with those skills as I'm more interested in functional side of Salesforce.
43
What is a Experience Cloud?
I understand Experience cloud is Salesforce feature that provides a Community to external customers to interact with the business. For example, a customer community where customers can raise cases or check knowledge articles. I don't have the detail skills yet except some Trailhead modules but I'm keen to learn more about it.
44
What is the difference between managed and unmanaged packages?
Managed package 1 we can't customise it as it's managed by the provider 2 it can be upgraded Unmanaged package 1 we can customise it 2 but we cannot upgrade it anymore
45
What is a change set?
It's like a package that we can put our changed component into it for deployment to other orgs. It has limitations: 1 cannot include standard component like standard field. 2 really inconvenient to use 3 no version control
46
What is a change set?
It's like a package that we can put our changed component into it for deployment to other orgs. It has limitations: 1 cannot include standard component like standard field. 2 really inconvenient to use 3 no version control and source control
47
What are the different types of sandboxes?
Developer, Developer Pro, Partial, and Full I use Developer sandbox for development, Full sandbox for User Acceptance Testing (UAT) before deploying changes to Production org
48
How often are those type of sandbox refreshed?
Developer daily; Partial every five days; Full every 29 days
49
What are Record Types? What's it used for?
A Salesforce feature that allows you to differentiate different types of record on each object. 1 it controls picklist values for each type 2 it enhance the page layout assignment options 3 it can be used for different business process (which is Opportunity Stage field) or Support Process (which is Case Status field) • For example, Contact: parents & children because they need to have different page layout assigned. When users access the records they will see different layouts.
50
What are List Views?
• List view is used to present multiple records in one list based on the filter criteria defined
51
How are you familiar with Salesforce Report and Dashboard?
I know report and dashboard is used to provide data analysis to users. Report includes Tabular, Summary, Matrix and Joint reports. Sometimes I need create a Custom Report type as well. Dashboard is used to provide high level summary of data such as KPI information. Static dashboard means we set a specific user as run as so everyone sees the same data information when viewing this dashboard. Dynamic dashboard, however, will run based on the user who access this dashboard so everyone see their own data information Report and Dashboard sharing is controlled by their respective folders
52
Have you heard of Tableau CRM or CRM Analytics?
Yes, I know it's a Salesforce paid product to provide more advanced data analytical use. I'm keen to learn it more.
53
What is a page layout?
• Traditional feature for determining how the page view by the users • Fields, control buttons, related lists, and some other elements too.
54
What are Lightning Record page?
Lightning Record Page is Salesforce lightning feature that not only includes the page layout as a detailed component but also can include other components on the same page.
55
Do you know some standard lightning components that you can put on lightning record page?
Yes, such as Record Details, Chatter, Related Record, Highlights Panel, Path display, etc.
56
What is the difference between a page layout and a Lightning record page?
Lightning record page provides richer UI features for the user when viewing pages. It includes page layout information but can also add more components on the page with visibility control as well.
57
How did you use Data Loader?
I used data loader to mass upload student medical history collected from parents monthly. 1, I prepare the CSV template to group all data 2, I export related student contact data from Salesforce so I can use Vlookup to match the student contact record ID in my CSV template. 3, I'll test a small dataset when inserting those medical history into Saleforce, 4 only if no issue, I'll mass insert the rest of data. I know I can use Dataloader to export data out from Salesforce, and also import data into Salesforce to insert or update records, and I can also use Salesforce record ID list in a CSV and then delete those records in Salesforce
58
What is a Custom Metadata Type? and How you would use it?
• Custom Metadata Type is a Salesforce feature that allows you to save data as metadata so it becomes a part of system configuration. * And then it can be referenced by other Salesforce functions like flow or validation rule. * As it's metadata so it can also be deployed to other orgs. Normally it's configured as a list, for example, I used custom metadata type to create a discount rate list based on family type, and I use flow to calculate some discount amount on the opportunity for fee information.
59
What is Custom Setting?
It is similar to Custom Metadata Type but its value is not saved as metadata so it's still just data. We need manually set its value per org. We can use it to save some parameters.
60
Any problem solving examples?
• Permission Set : (1) One teacher told she couldn’t see a field record (2) I logged in as her, and found out the problem did exist (3) compared her access with t he other teacher (4) configured a permission set and assigned it to her • Bug: (1) Multiple teachers told they couldn’t create & edit students' record on Contact with error message displaying (2) I found the error message was related to the flow I just deployed on the weekend. And I replicated this problem in the testing environment and found out this issue was caused by incorrect field mapping in this flow. (3) I quickly fixed it and let the teachers test it again (4) After this problem fixed I immediately deploy it in production so the teacher can save the records asap
61
Do you know the benefits of using CICD in Salesforce deployment?
• Git Repository as source of truth with branching strategy • And Version Control • Advanced release management process comparing to change set
62
What did you use in Sales Cloud
Lead management - capture potential parents who are interested in sending their kids * Lead object configuration * Web-to-Lead *Lead Assignment rule to Office admin center queue Account and Contact Management - Vendor and Family Account record types. Vendor Contact, Parent, Child Contact record types *Teacher owns Family Account and parent and child records for their class. *Office admin owns Vendor records (Account and Contact) Sales process through Opportunity *Opportunity object and page configuration *Busines Process set up *Salesforce Path to provide vivid tracking of opportunity stage
63
What did you do in Service Cloud?
We didn't use much Service Cloud feature except: *Case management - Incident owned by Teacher, Inquiry from parents to Office admin *Service Console for office admin *Case Assignment rule * Escalation Rule But I do understand that Omni-channel is also part of Service Cloud which pushes the case to the individual agent based on their availability or skills. However it's too advanced for our business case.
64
How do you handle the situation when the problem in Salesforce cannot be solved by you?
I'll check the community to see if others have similar problem and seek solutions. And if I feel that this issue might be caused by Salesforce I'll raise a support ticket to them for help. Meantime I'll keep my users updated with the progress as well
65
How do I mass create users in Salesforce?
Better to export existing user records from Salesforce via Dataloader to use it as a base csv template, then populate the required fields like username, names, email, user type, profile ID and Role ID (both need to find its related record ID from system as we cannot use its text value in the CSV), then load it into Salesforce via dataloder to perform an Insert operation/Action

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