Interview Questions


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 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.  

3) 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.

4) What are Governor Limits?

To assure that no one gains resources from others, 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

5) Explain Guest users?

Guest users are the users who do not have user accounts in our organization. They are also known as unauthorized users as they do not have to log in. We can make the pages accessible. Unauthorized 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.

6) Explain Change Set?

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

7) What is a Permission Set?

Permission sets are add-ons to profiles. They generally have the same settings and are used to increase users’ permissions above what the profile provides. The benefit is that you can give users slightly different permissions without having to create separate profiles.

This reduces the overhead for administrators. It’s useful to think of profiles as the base set of permissions that many users have in common while permission sets are the ‘extra’ permissions that fewer users need. You can also group multiple permission sets together by job function via Permission Set Groups for simpler and more consistent administration. salesforce and Trailhead have useful articles on the subject.

8) What is a lookup relationship?

A lookup relationship allows you to relate records to each other, creating a parent-child schema. Generally, this is done between the different objects (such as Accounts and Contacts), but it can be one object (such as Parent Accounts). Relationship fields allow for users to specify how records affect each other and help with reporting.

9) What are Validation Rules?

Validation Rules allow you to enforce specific business logic to help with your org’s data integrity. You can specify conditions on an object that aren’t allowed to exist.

For example, if you don’t want a user to mark an Opportunity as Closed Won if the Account doesn’t have a Billing Address. You can add a Validation Rule so that when a user tries, it won’t update the Opportunity record and displays an error message explaining what they need to do.

10) What is a Flow?

Flow is an admin’s primary declarative automation tool. Flow can perform actions such as creating, updating, and deleting records as well as sending emails, outbound messages, launching other flows, and calling Apex code. Flow is also the only declarative automation tool that allows admins to build custom screens to interact with users, and can greatly improve the user experience.

11) Isn’t it a problem to have multiple flows on the same object?

While that may have been true once, it no longer is. With Flow entrenched as the primary declarative automation tool, there will be instances when flows are triggered on the same object.

In Spring ‘22, Salesforce introduced Flow Trigger Explorer, which allows admins to set the order in which separate flows run. There’s also a tool called Orchestrator that allows admins to develop multi-user, multi-step automation. Check out the Orchestrator Basic Trailhead module.

12) What are Record Types?

Record Types allow you to create separate kinds of records for each object. They control the page layouts, picklist values available, and other business logic. A good example is a call center. You’d likely need different fields visible and required for Cases involving customers’ mortgages compared to car loans.

13) What is the difference between a page layout and a Lightning page?

In Lightning Experience page layouts are basically represented by Lightning Components that display its content (mostly the Details and Related List components), but Lightning Record Pages house so much more!

The Lightning Page controls all of the other Lightning Components you can leverage. You can also make all of the components conditionally visible. The conditions can be based on things like the user’s profile or data in the record.

There are other types of Lightning pages too: Home pages and App pages. Those pages won’t have any individual records, but could enhance the user experience by containing things like charts, list views, Lightning Screen Flows, and more! The limit is almost anything you can think of to make things better for your users. You can even make Lightning Pages function differently between desktop and mobile instances.

14) What is a Custom Metadata Type?

Once a tool primarily for Developers, Custom Metadata Types have increasingly become useful for Admins. Custom Metadata is kind of like a custom objects, but rather than store data for your organization, it’s data about your organization.

Things like discount rates, blackout dates, sales goals, etc. are good uses cases. The metadata becomes available to you in formulas, automation, etc. Also, because it’s metadata and not data, it’s automatically available in all sandboxes you create or refresh.

15) What is role hierarchy?

It give access for users higher in the hierarchy to all records owned by users below them in the hierarchy. Role hierarchies don’t have to match your organization chart exactly. Instead, each role in the hierarchy should represent a level of data access that a user or group of users needs.

16) What is the difference between Roles and Profiles?

Roles are one of the ways you can control access to records. They also impact reports (e.g. “My Teams” filter). Roles come into play if your security model (OWDs) are set to private.

Profiles help determine record privileges. Assuming the User can see the record, Profiles determine what the User can do, view or edit on that record. Profiles control other system privileges as well (mass email, export data, etc)

In simple words, Roles are one of the ways you can control access to records and Profiles determine what the User can do, view or edit on that record.

17) What are Sharing Rules?

Sharing Rules are automatic exceptions to organization-wide defaults for particular groups of users, so they can get to records they don’t own or can’t normally see. Sharing rules, like role hierarchies, are only used to give additional users access to records. They can’t be stricter than your organization-wide default settings.

18) Is it possible to restrict permission for users using permission set?

No, Permission Set always extends the permission. It does not restrict permission to users.

19) If a user does not have access to a specific record type, will they be able to see the records that have that record type?

Yes, Record type controls only visibility of record on UI but not its access to users. If user does not have access to record type then user will not be able to create records for that record type using UI. But user will we able to see records if they have appropriate permission to do so.

20) What are the different Dashboard Components?

Scatter Chart, Line Chart, Funnel Chart, Vertical Bar Chart, Donut Chart, Horizontal Bar Chart, Pie Chart, Gauge, Metric, Table, Visual force Pages.

21) What are Assignment Rules?

Assignment Rules automatically assign incoming Leads & Cases to specific agents so that the right people work on the right leads and cases.

22) What is Chatter in Salesforce?

Chatter is a Salesforce real-time collaboration application that lets your users work together, talk to each other, and share information.

23) What are the duties of a Salesforce Administrator?

The primary responsibilities and duties of a Salesforce Administrator include:

  • Handle normal administrator functions and routine tasks, including user account maintenance, dashboards and reports, and workflows.
  • Perform routine internal system audits and prepare the system for possible upgrades
  • Help train new Salesforce users and help the staff increase their Salesforce skills.
  • Oversee Salesforce data feeds
  • Function as a liaison between users, vendors, and development teams
  • Work with the organization’s management teams to establish appropriate processes that benefit all administrative, change management, and development activities
24) Can you freeze a user in salesforce? How will you delete them?
Admin can freeze or deactivate a user but users can not be deleted.

25) How do you manage record level access?

Salesforce Administrators can manage record-level access in the following four ways:

  • Manual sharing
  • Organization-wide defaults
  • Role hierarchies
  • Sharing rules
26) When do you use a Data Loader?

 When you want to:

  • Load more than 50,000 but less than 5,000,000 records
  • Load into an object that is not yet supported by web-based importing
  • Save multiple mapping files for later use
  • Export data for backup purposes
  • Prevent duplicates by uploading records
27) What are the differences between private and public cloud?

Public Cloud is offered across the globe by sharing hardware, storage and network devices with various organizations. These organizations are termed as cloud tenants.

Private cloud is limited for an organization, with infrastructure and services are maintained on the private network for an organization or any business entity. It allows the organization to meet the demands of specific business requirements – with customization of private resources.

28) What are the types of portals in salesforce?

There are three types of Salesforce portals and these are:

  • Customer
  • Partner
  • Self-service
29) How to run a salesforce report?
All that needs to be done is to click on ‘Run Report” and thus run a report automatically in Salesforce.

30) Can you name the data management tools in salesforce?

The data management tools used in Salesforce are:

  • Data Loader
  • Data Import Wizard

Salesforce Developer Interview Questions

1) What does Salesforce do?

Salesforce provides CRM software and cloud-based solutions that help enterprises to connect better with their customers. It supports businesses to manage their customer's data and track their activities efficiently.

2) What is SOQL?

SOQL stands for Salesforce Object Query Language, and as the name suggests it is the main language used for performing queries against the database. While it has a similar syntax to SQL, there are a few key differences, mainly that SOQL is exclusively used for queries (i.e. SELECT statements).

It is used to retrieve data from a single object, and potentially those directly related to it. SOQL can be used both within Apex code – to query records for consumption by said code – or via the API and tools which use it – such as in data loading tools.

3)What is Apex?

Apex is a strongly typed, object-oriented programming language that allows developers to extend the Salesforce platform by writing their own business logic into the platform. Apex looks similar to Java and can be launched through a variety of user-initiated events such as record updates, button clicks, triggers on objects, or external web service requests.

4) What are SOSL Statements?

SOSL statement evaluates the list of sObjects, where each list contains the search results for a particular sobject type, The result lists are always returned in the same order as they were specified in the query.

If a SOSL query does not return any records for a specified sObject type, the search results include an empty list for that sObject.

5) What is wrapper class in salesforce?

A wrapper or container is a data structure, a class type, or an abstract data type that contains multiple collections of objects. It helps in displaying various objects on a VisualForce page in a single table.

6) Is it possible to edit the VF page in production environment?

Yes, of course! We can create and edit the VisualForce pages in both the production environment and in a sandbox. The only thing you can not do in a production environment with a VisualForce page is adding the unique values for which you need to do this in the sandbox.

7) Is it possible to make changes in Apex class/Trigger in Production Environment?

No, you can not do that if you want to make any edits to the apex trigger/apex class that should be done in a sandbox environment.

8) What are the things that can be customized in page layout?

Page layouts allow you to personalize or customize the given page objects or records. It helps in customizing or designing the page according to your requirements. Page layout editor helps you in customizing the pages. Using this page, you can customize things like buttons, fields, custom links, and related lists.

9) What is apex test coverage?

To assure that our code satisfies particular standards, Apex test coverage displays to you how many lines of code in our classes or triggers have been tested by the tested methods. Test coverage percentage is the result of the number of the covered lines divided by the sum of uncovered lines and covered lines. To deploy to production, we need a minimum of 75% test coverage.

10) Define OAuth?

OAuth is a standard for access delegation. Generally, we use it as a method for granting the applications or websites access to their data over other websites, yet without providing them with the passwords. 

11) What are the uses of External ID field?

We can define specific fields as an External ID on the object. We can use these External ID fields for balancing the data from explicit systems with a distinct reference ID. 

For instance, if we have to balance the data from the explicit accounting system with the Salesforce Accounts, we have to promptly use an external ID field to refer to the unique ID of the accounting system in place of the Salesforce ID.

12) What are the differences between custom object and custom settings?

In some ways, Custom Settings look very much like Custom Objects. In fact, if you use a tool like the Data Loader to view a list of objects in your org, you’ll see that Custom Settings are listed together with Custom Objects, without any visible distinction between the two. However, while both Custom Objects and Custom Settings allow you to define Custom Fields, there are some important differences.

  • Limited field types – Custom Settings support only Checkbox, Currency, Date, Date/Time, Email, Number, Percent, Phone, Text, Text Area, and URL field types. Most notably absent are Formula and Picklist, as well as field types that define relationships to other objects, like Lookup and Master/Detail. You can’t create lookups from Custom Objects to Custom Settings either.
  • No validation rules – You can’t define validation rules on Custom Settings.
  • No workflow or triggers – You can’t define workflow rules or triggers on a Custom Setting. Any validation of data, update of related records, or other actions that you might use workflow or a trigger to perform for a Custom Object have to be implemented differently for a Custom Setting.
  • No page layouts or record types – You can’t re-arrange fields on the page layout for Custom Settings. Custom Settings aren’t really intended to be visible to every-day users. If you need them to be, you can create Visualforce pages to allow users to view and manipulate Custom Setting data.

13) Explain Bucket Fields?

Bucket Fields classify the records of the salesforce reports without any custom field or formula; Bucket fields are available only in the reports. When we create a bucket column, then various classifications of the group report values.

14) Differenciate IsNull and IsBlank?

We use isBlank() for the text fields. Since text fields cannot be NULL, even though nothing is given as a value, ISNULL() function fetches only empty values. If we use ISNULL() with a text field, then it returns false.

15) What are the ways to implement metadata in salesforce?

Following are the ways to implement metadata in the Salesforce:

  • By using Change Sets
  • Eclipse with IDE
  • Salesforce package
  • Through Migration tools

16) Explain reRender attribute tag?

The reRender attribute defines an elements list that we can update dynamically through the AJAX library of the Salesforce. We do not need the entire page to refresh. Only a part of the page detected by the components is named in the “.rerender” attribute.

17) What is the difference between Queueable Apex, Btach apex and Schedulable Apex?

All three are different ways of running asynchronous Apex code:

Queueable Apex: This is an async process which can be launched to run processing, callouts, etc. This is useful when trying to do processes in triggers which are long running, or simply unavailable, e.g. callouts.

Batch Apex: An Apex process which is designed to handle large numbers of records (up to 50 million) by processing them in smaller batches of 1 – 2000 records at a time.

Scheduled Apex: A process that is scheduled to run at a specific time and date. This can be customized to be repeatable, either by scheduling it through the UI, or via a CRON string within other Apex code.

18) What is a Global Apex Class?

A global Apex class is an Apex class which has been declared with the global access modifier. This means that the class is visible and usable by any Apex code running in any namespace. Global Apex class should rarely be used and only implemented when explicitly necessary, e.g. within managed packages or for Apex REST web services.

19) How to debug apex code?

When Apex code runs, we can generate debug logs for the executed code. These logs provide an insight into what happened during execution, any exceptions that were thrown, and also provide the details of anything passed into a System.debug() method call.

If we increase the logging levels sufficiently, we can also use the Apex Replay Debugger, which allows us to use VS Code to step through the code execution and examine it in more detail and set checkpoints and breakpoints for a more in-depth debugging experience.

20) What is Asynchronous Apex?

Asynchronous Apex is used to run processes that are scheduled at a later time. There are four types of Asynchronous Apex.

They are:

  • Future Methods
  • Batch Apex
  • Queueable Apex
  • Schedules Apex
21) What is a Developer Console?

The Developer Console is an integrated development tool which has a collection of tools. These can be used to create, debug and test the applications in

22) What are Lightning Web Components?

We can build Lightning components using two programming models: Lightning Web Components, and the original model, Aura Components. Lightning web components are custom HTML elements built using HTML and modern JavaScript. Lightning web components and Aura components can coexist and interoperate on a page. To admins and end users, they both appear as Lightning components.

23) How can you display components HTML conditionly?

To render HTML conditionally, add the if:true|false directive to a nested <template> tag that encloses the conditional content.

24) How LWC is different from Aura?

LWC-based lightning components are built using web stack tools, whereas aura-based lightning components are built using HTML5 and JavaScript tools.

25) Tell me about some of the components of Salesforce Lightning?

Here are some of the components of Salesforce Lightning. They are

  1. Lightning Exchange
  2. Lightning Component Framework
  3. Visual Building Tools
  4. Lightning Experience and
  5. Lightning Design System
26) Do you think Aura and Lightning web components can co-exist together?

Yes, both Aura Lightning components and Lightning Web Components can coexist together.

27) Tell me some advantages of using Lightning Component Framework?

Here are some of the benefits of using the Lightning Component Framework.

  1. It provides out-of-the-box components
  2. Rich Custom Component Ecosystem
  3. Fast Development
  4. Device-aware and Cross Browser Compatibility
28) Explain SLDS and what is the use of it?

The term SLDS stands for Salesforce Lightning Design System. Salesforce Lightning Design System is used to develop web applications with great lightning experience, without writing a single line of code in css3.

29) What is renderedCallback() in LWC?

renderedCallback() is a function in Lightning Web Components, that is used to carry out a logic once a component has completed the rendering phase.

30) What are the different types of Bindings?

Following are the different types of bindings:

  • Action Bindings: Action Bindings refers to action methods in the controller.
  • Data Bindings: Data Bindings refers to the data sets in the controller.
  • Component Bindings: Component Bindings refers to Visualforce components.

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