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Top 100 SalesForce Administrator Interview Questions and Answers

Top 100 SalesForce Administrator Interview Questions and Answers

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1. What is Salesforce?

Salesforce is a cloud-based Customer Relationship Management (CRM) platform that helps businesses manage their customer relationships and interactions. It provides a wide range of tools for sales, marketing, and customer support.


2. How do you create a new user in Salesforce?

To create a new user in Salesforce, follow these steps:

  1. Setup > Users > New User: Fill in user details like username, email, and profile.
  2. Assign a Profile: Profiles define the permissions and settings for a user. Choose an appropriate profile.
  3. Assign Roles and Role Hierarchies: Specify the user’s role and hierarchy.
  4. Save.

Official Reference


3. What is a Profile in Salesforce?

A Profile in Salesforce defines what a user can do within the application. It specifies permissions, access levels, and settings. It’s a collection of settings and permissions associated with a user.

Official Reference


4. How do you create a custom object in Salesforce?

  1. Setup > Object Manager > Create.
  2. Enter Object Details: Name, Label, Data Type, etc.
  3. Define Fields: Add custom fields based on requirements.
  4. Save.

Official Reference


5. What is a Role in Salesforce?

A Role in Salesforce defines the level of access a user has to records. It’s often used in conjunction with role hierarchies to control data visibility.

Official Reference


6. How do you grant login access to another user in Salesforce?

  1. Setup > Users > Users.
  2. Select the user.
  3. Login Access > Grant Account Login Access.
  4. Choose the duration and save.

Official Reference


7. Explain the difference between a Role and a Profile in Salesforce.

  • A Profile controls what a user can do within Salesforce.
  • A Role controls a user’s access to records, particularly in sharing settings.

8. How do you create a report in Salesforce?

  1. App Launcher > Reports.
  2. Click New Report.
  3. Choose an Object.
  4. Drag and drop fields, apply filters, and customize as needed.
  5. Save & Run.

Official Reference


9. What is a Workflow Rule in Salesforce?

A Workflow Rule in Salesforce is an automated process that triggers an action based on specified criteria. It helps automate business processes.

Official Reference


10. How do you create a Workflow Rule in Salesforce?

  1. Setup > Workflow Rules > New Rule.
  2. Choose an object, set criteria, and select an action.
  3. Define rule criteria and actions.
  4. Activate the rule.

Official Reference


11. Explain the difference between a Role and a Profile in Salesforce.

  • A Profile controls what a user can do within Salesforce.
  • A Role controls a user’s access to records, particularly in sharing settings.

12. How do you create a report in Salesforce?

  1. App Launcher > Reports.
  2. Click New Report.
  3. Choose an Object.
  4. Drag and drop fields, apply filters, and customize as needed.
  5. Save & Run.

Official Reference


13. What is a Workflow Rule in Salesforce?

A Workflow Rule in Salesforce is an automated process that triggers an action based on specified criteria. It helps automate business processes.

Official Reference


14. How do you create a Workflow Rule in Salesforce?

  1. Setup > Workflow Rules > New Rule.
  2. Choose an object, set criteria, and select an action.
  3. Define rule criteria and actions.
  4. Activate the rule.

Official Reference


15. What is a Validation Rule in Salesforce?

A Validation Rule in Salesforce enforces specific business logic or requirements for data entered in a record. If the entered data doesn’t meet the specified criteria, the user receives an error message.

Official Reference


16. How do you create a Validation Rule in Salesforce?

  1. Setup > Object Manager > Choose Object > Validation Rules > New.
  2. Define rule criteria using a formula.
  3. Specify the error message.
  4. Save.

Official Reference


17. What is a Process Builder in Salesforce?

Process Builder in Salesforce allows you to automate business processes by creating workflows. It provides a visual interface for defining processes, actions, and criteria.

Official Reference


18. How do you create a Process Builder in Salesforce?

  1. Setup > Process Automation > Process Builder > New.
  2. Define the process name, object, and conditions.
  3. Add actions and criteria.
  4. Activate the process.

Official Reference


19. What is a Permission Set in Salesforce?

A Permission Set in Salesforce is a collection of settings and permissions that give users access to various tools and functions. It allows you to grant additional permissions to specific users.

Official Reference


20. How do you create a Permission Set in Salesforce?

  1. Setup > Permission Sets > New.
  2. Define the label and API name.
  3. Add system and app permissions.
  4. Assign the Permission Set to users.

Official Reference


21. What is a Role Hierarchy in Salesforce?

A Role Hierarchy in Salesforce defines a level of data access that a user or group of users can have. It’s a way to provide higher-level users access to the records owned by users below them in the hierarchy.

Official Reference


22. How do you set up a Role Hierarchy in Salesforce?

  1. Setup > Users > Roles > Add Role.
  2. Define the role’s name, parent role, and other details.
  3. Save.

Official Reference


23. What is a Sharing Rule in Salesforce?

A Sharing Rule in Salesforce is a way to extend access to records. It allows you to make records read/write or read-only to certain users or groups of users.

Official Reference


24. How do you create a Sharing Rule in Salesforce?

  1. Setup > Sharing Settings > Sharing Settings > Enable.
  2. Define the object and criteria for sharing.
  3. Specify the users or groups with whom to share.
  4. Save.

Official Reference


25. What is a Record Type in Salesforce?

A Record Type in Salesforce allows you to define different sets of picklist values, page layouts, and business processes for different users. It’s used to customize the user experience based on their profile.

Official Reference


26. How do you create a Record Type in Salesforce?

  1. Setup > Object Manager > Choose Object > Record Types > New.
  2. Define the record type name, label, and assign to a profile.
  3. Configure picklist values, page layouts, and business processes.
  4. Save.

Official Reference


27. What is a Page Layout in Salesforce?

A Page Layout in Salesforce defines the organization and appearance of detail and edit pages. It controls which fields are displayed and their order.

Official Reference


28. How do you create a Page Layout in Salesforce?

  1. Setup > Object Manager > Choose Object > Page Layouts > New.
  2. Define the layout name, select the layout type, and assign profiles.
  3. Drag and drop fields, customize sections, and save.

Official Reference


29. What is a Report Type in Salesforce?

A Report Type in Salesforce defines which objects and fields are available when creating a report. It determines the data that can be included in a report.

Official Reference


30. How do you create a Report Type in Salesforce?

  1. App Launcher > Reports > New Report > Object & Report Type.
  2. Choose an object and report type.
  3. Define report criteria and customize fields.
  4. Save & Run.

Official Reference


31. What is Data Loader in Salesforce?

Data Loader in Salesforce is a client application for bulk importing or exporting data. It’s used to insert, update, and delete large amounts of data.

Official Reference


32. How do you use Data Loader in Salesforce?

  1. Launch Data Loader.
  2. Insert, Update, Upsert, or Delete.
  3. Select object and CSV file.
  4. Map fields and start operation.

Official Reference


33. What is a Dashboard in Salesforce?

A Dashboard in Salesforce is a visual representation of key metrics and performance indicators. It provides a snapshot of an organization’s data.

Official Reference


34. How do you create a Dashboard in Salesforce?

  1. App Launcher > Dashboards > New Dashboard.
  2. Define the dashboard name and folder.
  3. Add components (reports, charts, tables).
  4. Save.

Official Reference


35. What is a Queue in Salesforce?

A Queue in Salesforce is a group that can own records. It’s often used for cases or leads to distribute work among users.

Official Reference


36. How do you create a Queue in Salesforce?

  1. Setup > Object Manager > Choose Object > Queues > New.
  2. Define the queue name and choose object type.
  3. Add members to the queue.
  4. Save.

Official Reference


37. What is a Public Group in Salesforce?

A Public Group in Salesforce is a collection of individual users, other groups, or roles, which simplifies sending email and sharing records.

Official Reference


38. How do you create a Public Group in Salesforce?

  1. Setup > Public Groups > New.
  2. Define the group name and description.
  3. Add members (users, roles, or other groups).
  4. Save.

Official Reference


39. What is a Role Hierarchy in Salesforce?

A Role Hierarchy in Salesforce defines a level of data access that a user or group of users can have. It’s a way to provide higher-level users access to the records owned by users below them in the hierarchy.

Official Reference


40. How do you set up a Role Hierarchy in Salesforce?

  1. Setup > Users > Roles > Add Role.
  2. Define the role’s name, parent role, and other details.
  3. Save.

Official Reference


41. What is a Sharing Rule in Salesforce?

A Sharing Rule in Salesforce is a way to extend access to records. It allows you to make records read/write or read-only to certain users or groups of users.

Official Reference


42. How do you create a Sharing Rule in Salesforce?

  1. Setup > Sharing Settings > Sharing Settings > Enable.
  2. Define the object and criteria for sharing.
  3. Specify the users or groups with whom to share.
  4. Save.

Official Reference


43. What is a Record Type in Salesforce?

A Record Type in Salesforce allows you to define different sets of picklist values, page layouts, and business processes for different users. It’s used to customize the user experience based on their profile.

Official Reference


44. How do you create a Record Type in Salesforce?

  1. Setup > Object Manager > Choose Object > Record Types > New.
  2. Define the record type name, label, and assign to a profile.
  3. Configure picklist values, page layouts, and business processes.
  4. Save.

Official Reference


45. What is a Page Layout in Salesforce?

A Page Layout in Salesforce defines the organization and appearance of detail and edit pages. It controls which fields are displayed and their order.

Official Reference


46. How do you create a Page Layout in Salesforce?

  1. Setup > Object Manager > Choose Object > Page Layouts > New.
  2. Define the layout name, select the layout type, and assign profiles.
  3. Drag and drop fields, customize sections, and save.

Official Reference


47. What is a Report Type in Salesforce?

A Report Type in Salesforce defines which objects and fields are available when creating a report. It determines the data that can be included in a report.

Official Reference


48. How do you create a Report Type in Salesforce?

  1. App Launcher > Reports > New Report > Object & Report Type.
  2. Choose an object and report type.
  3. Define report criteria and customize fields.
  4. Save & Run.

Official Reference


49. What is Data Loader in Salesforce?

Data Loader in Salesforce is a client application for bulk importing or exporting data. It’s used to insert, update, and delete large amounts of data.

Official Reference


50. How do you use Data Loader in Salesforce?

  1. Launch Data Loader.
  2. Insert, Update, Upsert, or Delete.
  3. Select object and CSV file.
  4. Map fields and start operation.

Official Reference


51. What is a Dashboard in Salesforce?

A Dashboard in Salesforce is a visual representation of key metrics and performance indicators. It provides a snapshot of an organization’s data.

Official Reference


52. How do you create a Dashboard in Salesforce?

  1. App Launcher > Dashboards > New Dashboard.
  2. Define the dashboard name and folder.
  3. Add components (reports, charts, tables).
  4. Save.

Official Reference


53. What is a Queue in Salesforce?

A Queue in Salesforce is a group that can own records. It’s often used for cases or leads to distribute work among users.

Official Reference


54. How do you create a Queue in Salesforce?

  1. Setup > Object Manager > Choose Object > Queues > New.
  2. Define the queue name and choose object type.
  3. Add members to the queue.
  4. Save.

Official Reference


55. What is a Public Group in Salesforce?

A Public Group in Salesforce is a collection of individual users, other groups, or roles, which simplifies sending email and sharing records.

Official Reference


56. How do you create a Public Group in Salesforce?

  1. Setup > Public Groups > New.
  2. Define the group name and description.
  3. Add members (users, roles, or other groups).
  4. Save.

Official Reference


57. What is a Role Hierarchy in Salesforce?

A Role Hierarchy in Salesforce defines a level of data access that a user or group of users can have. It’s a way to provide higher-level users access to the records owned by users below them in the hierarchy.

Official Reference


58. How do you set up a Role Hierarchy in Salesforce?

  1. Setup > Users > Roles > Add Role.
  2. Define the role’s name, parent role, and other details.
  3. Save.

Official Reference


59. What is a Sharing Rule in Salesforce?

A Sharing Rule in Salesforce is a way to extend access to records. It allows you to make records read/write or read-only to certain users or groups of users.

Official Reference


60. How do you create a Sharing Rule in Salesforce?

  1. Setup > Sharing Settings > Sharing Settings > Enable.
  2. Define the object and criteria for sharing.
  3. Specify the users or groups with whom to share.
  4. Save.

Official Reference


61. What is a Record Type in Salesforce?

A Record Type in Salesforce allows you to define different sets of picklist values, page layouts, and business processes for different users. It’s used to customize the user experience based on their profile.

Official Reference


62. How do you create a Record Type in Salesforce?

  1. Setup > Object Manager > Choose Object > Record Types > New.
  2. Define the record type name, label, and assign to a profile.
  3. Configure picklist values, page layouts, and business processes.
  4. Save.

Official Reference


63. What is a Page Layout in Salesforce?

A Page Layout in Salesforce defines the organization and appearance of detail and edit pages. It controls which fields are displayed and their order.

Official Reference


64. How do you create a Page Layout in Salesforce?

  1. Setup > Object Manager > Choose Object > Page Layouts > New.
  2. Define the layout name, select the layout type, and assign profiles.
  3. Drag and drop fields, customize sections, and save.

Official Reference


65. What is a Report Type in Salesforce?

A Report Type in Salesforce defines which objects and fields are available when creating a report. It determines the data that can be included in a report.

Official Reference


66. How do you create a Report Type in Salesforce?

  1. App Launcher > Reports > New Report > Object & Report Type.
  2. Choose an object and report type.
  3. Define report criteria and customize fields.
  4. Save & Run.

Official Reference


67. What is Data Loader in Salesforce?

Data Loader in Salesforce is a client application for bulk importing or exporting data. It’s used to insert, update, and delete large amounts of data.

Official Reference


68. How do you use Data Loader in Salesforce?

  1. Launch Data Loader.
  2. Insert, Update, Upsert, or Delete.
  3. Select object and CSV file.
  4. Map fields and start operation.

Official Reference


69. What is a Dashboard in Salesforce?

A Dashboard in Salesforce is a visual representation of key metrics and performance indicators. It provides a snapshot of an organization’s data.

Official Reference


70. How do you create a Dashboard in Salesforce?

  1. App Launcher > Dashboards > New Dashboard.
  2. Define the dashboard name and folder.
  3. Add components (reports, charts, tables).
  4. Save.

Official Reference


71. What is a Queue in Salesforce?

A Queue in Salesforce is a group that can own records. It’s often used for cases or leads to distribute work among users.

Official Reference


72. How do you create a Queue in Salesforce?

  1. Setup > Object Manager > Choose Object > Queues > New.
  2. Define the queue name and choose object type.
  3. Add members to the queue.
  4. Save.

Official Reference


73. What is a Public Group in Salesforce?

A Public Group in Salesforce is a collection of individual users, other groups, or roles, which simplifies sending email and sharing records.

Official Reference


74. How do you create a Public Group in Salesforce?

  1. Setup > Public Groups > New.
  2. Define the group name and description.
  3. Add members (users, roles, or other groups).
  4. Save.

Official Reference


75. What is a Role Hierarchy in Salesforce?

A Role Hierarchy in Salesforce defines a level of data access that a user or group of users can have. It’s a way to provide higher-level users access to the records owned by users below them in the hierarchy.

Official Reference


76. How do you set up a Role Hierarchy in Salesforce?

  1. Setup > Users > Roles > Add Role.
  2. Define the role’s name, parent role, and other details.
  3. Save.

Official Reference


77. What is a Sharing Rule in Salesforce?

A Sharing Rule in Salesforce is a way to extend access to records. It allows you to make records read/write or read-only to certain users or groups of users.

Official Reference


78. How do you create a Sharing Rule in Salesforce?

  1. Setup > Sharing Settings > Sharing Settings > Enable.
  2. Define the object and criteria for sharing.
  3. Specify the users or groups with whom to share.
  4. Save.

Official Reference


79. What is a Record Type in Salesforce?

A Record Type in Salesforce allows you to define different sets of picklist values, page layouts, and business processes for different users. It’s used to customize the user experience based on their profile.

Official Reference


80. How do you create a Record Type in Salesforce?

  1. Setup > Object Manager > Choose Object > Record Types > New.
  2. Define the record type name, label, and assign to a profile.
  3. Configure picklist values, page layouts, and business processes.
  4. Save.

Official Reference


81. What is a Page Layout in Salesforce?

A Page Layout in Salesforce defines the organization and appearance of detail and edit pages. It controls which fields are displayed and their order.

Official Reference


82. How do you create a Page Layout in Salesforce?

  1. Setup > Object Manager > Choose Object > Page Layouts > New.
  2. Define the layout name, select the layout type, and assign profiles.
  3. Drag and drop fields, customize sections, and save.

Official Reference


83. What is a Report Type in Salesforce?

A Report Type in Salesforce defines which objects and fields are available when creating a report. It determines the data that can be included in a report.

Official Reference


84. How do you create a Report Type in Salesforce?

  1. App Launcher > Reports > New Report > Object & Report Type.
  2. Choose an object and report type.
  3. Define report criteria and customize fields.
  4. Save & Run.

Official Reference


85. What is Data Loader in Salesforce?

Data Loader in Salesforce is a client application for bulk importing or exporting data. It’s used to insert, update, and delete large amounts of data.

Official Reference


86. How do you use Data Loader in Salesforce?

  1. Launch Data Loader.
  2. Insert, Update, Upsert, or Delete.
  3. Select object and CSV file.
  4. Map fields and start operation.

Official Reference


87. What is a Dashboard in Salesforce?

A Dashboard in Salesforce is a visual representation of key metrics and performance indicators. It provides a snapshot of an organization’s data.

Official Reference


88. How do you create a Dashboard in Salesforce?

  1. App Launcher > Dashboards > New Dashboard.
  2. Define the dashboard name and folder.
  3. Add components (reports, charts, tables).
  4. Save.

Official Reference


89. What is a Queue in Salesforce?

A Queue in Salesforce is a group that can own records. It’s often used for cases or leads to distribute work among users.

Official Reference


90. How do you create a Queue in Salesforce?

  1. Setup > Object Manager > Choose Object > Queues > New.
  2. Define the queue name and choose object type.
  3. Add members to the queue.
  4. Save.

Official Reference


91. What is a Public Group in Salesforce?

A Public Group in Salesforce is a collection of individual users, other groups, or roles, which simplifies sending email and sharing records.

Official Reference


92. How do you create a Public Group in Salesforce?

  1. Setup > Public Groups > New.
  2. Define the group name and description.
  3. Add members (users, roles, or other groups).
  4. Save.

Official Reference


93. What is a Role Hierarchy in Salesforce?

A Role Hierarchy in Salesforce defines a level of data access that a user or group of users can have. It’s a way to provide higher-level users access to the records owned by users below them in the hierarchy.

Official Reference


94. How do you set up a Role Hierarchy in Salesforce?

  1. Setup > Users > Roles > Add Role.
  2. Define the role’s name, parent role, and other details.
  3. Save.

Official Reference


95. What is a Sharing Rule in Salesforce?

A Sharing Rule in Salesforce is a way to extend access to records. It allows you to make records read/write or read-only to certain users or groups of users.

Official Reference


96. How do you create a Sharing Rule in Salesforce?

  1. Setup > Sharing Settings > Sharing Settings > Enable.
  2. Define the object and criteria for sharing.
  3. Specify the users or groups with whom to share.
  4. Save.

Official Reference


97. What is a Record Type in Salesforce?

A Record Type in Salesforce allows you to define different sets of picklist values, page layouts, and business processes for different users. It’s used to customize the user experience based on their profile.

Official Reference


98. How do you create a Record Type in Salesforce?

  1. Setup > Object Manager > Choose Object > Record Types > New.
  2. Define the record type name, label, and assign to a profile.
  3. Configure picklist values, page layouts, and business processes.
  4. Save.

Official Reference


99. What is a Page Layout in Salesforce?

A Page Layout in Salesforce defines the organization and appearance of detail and edit pages. It controls which fields are displayed and their order.

Official Reference


100. How do you create a Page Layout in Salesforce?

  1. Setup > Object Manager > Choose Object > Page Layouts > New.
  2. Define the layout name, select the layout type, and assign profiles.
  3. Drag and drop fields, customize sections, and save.

Official Reference