139 Salesforce administrator interview questions and answers || interview stuff

Salesforce administrator interview questions

• Salesforce administrator interview questions on CRM Basics.
• Salesforce administrator interview questions on Salesforce Basics.
• Salesforce administrator interview questions on Security.
• Salesforce administrator interview questions on Security.
• Salesforce administrator interview questions on Organization wide Defaults(OWD).
• Salesforce administrator interview questions on Relationships.
• Salesforce administrator interview questions on Reports and Dashboards.
• Salesforce administrator interview questions on Workflows and Approvals.
• Salesforce administrator interview questions on Data Loaders.

salesforce administrator interview questions

So far in our Salesforce tutorial we have learned about many topics in Salesforce administration. To get a good job in Salesforce we have to practice each and every topic in Salesforce administration or salesforce admin topics. In this salesforce administrator interview questions tutorial we present Salesforce admin interview questions and  answers according to their topics separately.

salesforce administrator interview questions.

    Salesforce administrator interview questions on CRM Basics.

1. What is Cloud computing?
2. Expand CRM?
3. List some CRM Software’s?
4. What are the Advantages of Cloud Computing?
5. What is the definition of CRM?
6. What are deployment modes of cloud computing?
7. What is PaaS?
8. What is SaaS?
9. What is IaaS?
10. What is Public Cloud?
11. What is Private Cloud?
12. What is Hybrid Cloud?
13. What are the different types of Cloud Service providers?
14. Difference between Public and Private Cloud?
15. Salesforce.com is based on which cloud ?
16. What are common factors on SaaS, PaaS, and IaaS?

• Salesforce administrator interview questions on Salesforce Basics.
• What is Salesforce?
• Different Salesforce Editions?
• Number of Salesforce Editions released per year?
• Difference between Salesforce.com and Force.com?
• What is Database.com?
• How many types of portals are available in Salesforce?
• What is App in Sales force?
• Different types of object in Salesforce.com? And why they called so?
• What is an object in Sales force?
• What is TAB in Salesforce?
• List examples of custom field types?
• What are the Standard and Custom Fields in Salesforce?
• How many custom fields can I created in an object?
• What is a profile?
• What is a Role?
• Difference between Role and Profile?
• Number of standard profiles available in Salesforce.com?
• How can you use the term “Transfer Record” in profile?
• Define Company Profile?
• How to get security token in Salesforce.com?
• What is a Fiscal Year in Salesforce?
• What is a dependent pick list?
• What is Page Layout and Record Types?
• How to delete user from Salesforce?
• How to freeze users in salesforce.com?
• In how many ways can we store files, images and documents in salesforce.com? what are they?
• What are Static Resources?
• List some standard indexed fields in salesforce.com?
• Which fields are  Indexed by default in Salesforce?
• Which fields cannot be added as a custom Index?
• When Standard Indexed fields are used in Salesforce.com?
• When Custom Indexed fields are used in salesforce.com?
• In salesforce, Can two users’ can have same profile?
• Is it possible to edit formula field values in a record?

    Salesforce administrator interview questions on Security.

• What is a Sharing Rule?
• What is Manual Sharing?
• What is permission set?
• Difference between profiles and permission sets?
• How can you define Field Dependency?
• How many field dependencies we can use in Visual Force page?
• Tell me about Field-Level Security?
• Briefly describe about Field-Level Security?
• What are Login Hours and Login IP Ranges?
• What is a User Record?
• What is a Record Owner?
• What are Organization Wide Defaults?
• What is a Role and Role Hierarchy?
• What is Access at the Role Level?
• What are the different types of Sharing Rules in Salesforce and explain them?
• In how many ways can we share a record?
• Uses cases for Sharing Rules in Salesforce?
• Best Practices of Creating Contact Sharing Rules?
• How can i provide record level access to user’s in an organisation? then what should i use from Salesforce security model?
• If i want Object level accesses then what should i use from Salesforce security model?
• In Partner Community, external user is having appropriate OWD and Profile Settings for Opportunity or consider any other Object. However they are getting insufficient privilege access, what might be cause of this error ?
• What are governor limits?
• Is it possible to bypass Grant Login access using Hierarchies in case of standard objects?
• Can we use sharing rules to restrict data access?
• Is it possible to create sharing rules for detail object?

    Salesforce administrator interview questions on Organization wide Defaults(OWD).

1. How can you change the setting “Grant Access Using Hierarchies” for Standard Objects ?
2. What are the Mandatory points that you think while creating User, Role or Profile?
3. While setting OWD (Organization wide sharing), can we change/modify the setting of child record in case of Master-Detail relationship?
4. While setting OWD (Organization wide sharing), can we change/modify the setting of child record in case of Master-Detail relationship?
5. Number of accesses available in Organization Wide Defaults and what are they?
6. In Partner Community, external user is having appropriate OWD and Profile Settings for Opportunity or consider any other Object. However they are getting insufficient privilege access, what might be cause of this error ?

    Salesforce administrator interview questions on Relationships.

1. What are the different types of Relationships in SFDC?What are they?
2. What is a “Lookup Relationship”?
3. What is “Master-Detail Relationship”?
4. What is a “Self Relationship”?
5. What is Roll-up summary?
6. How to create Roll-up summary field on lookup relationship?
7. Can we have Roll up Summary fields in case of Parent-Child Relationships?
8. Is it possible to edit Roll up summary field value in a record?
9. Can we create Roll up summary field on parent object ?
10. How to create Many – to – Many relationship?
11. What is Junction Object?
12. What are the main things need to consider in the “Master-Detail Relationship”?
13. Can we convert the look up relationship to Master Detail relationship? If so How can we convert?
14. Can we create Master Detail relationship on existing records?
15. How to create many to many relationships between two objects?
16. In case of Master-Detail relationship, on Update of master record can we update the field of child record using workflow rule?
17. In case of Master-Detail relationship, on Update of child record can we update the field of Parent record using workflow rule?How to move Relationships to production from Full Sandbox?
18. What happens to detail record when master record is deleted?
19. What happens to child record when a master record is deleted in Lookup Relationship?
20. A custom object contains some records, now my requirement is to create field in this object with master detail relationship.
21. Can we create master detail relationship in this case?
22. In case of Master-Detail relationship, on Update of master record can we update the field of child record using workflow rule?

    Salesforce administrator interview questions on Reports and Dashboards.

1. What are different kinds of reports?
2. What are Standard Reports?
3. What are custom Reports?
4. What is a Tabular report ?
5. What is a Summary Report?
6. What is a Matrix Report?
7. What is Trend Report?
8. What are Custom Report Types?
9. Who can run Reports?
10. What is a bucket field in reports?
11. Is it possible to delete reports using Apex?
12. What are Dashboards?
13. Dashboard Components?
14. What are dynamic Dashboards?
15. Can we schedule dynamic dashboards?
16. Explain dynamic Dashboard.
17. Who can access “drag and drop dashboard”?Which type of report can be used for dashboard components?
18. Which permission is required to set the running user other than you in dashboard?What is the use of “floating report header”?
19. How to enable “floating report header”?
20. What is Analytical Snapshot in Salesforce.com?

    Salesforce administrator interview questions on Workflows and Approvals.

1. What is Workflow?
2. Different Workflow Components available in salesforce?
3. What are the different workflow actions available in Salesforce?
4. What is a Workflow Rule?
5. What is a Workflow Task?
6. What is a Workflow Alert?
7. What is a Workflow Field Update?
8. What is Time-Dependent Workflow?
9. Working with Time-Dependent workflow?
10. Time-Dependent Workflow – Considerations?
11. Limitations of Time-dependent workflow?
12. In which criteria of a workflow – “time dependent workflow action” cannot be created ?
13. When you can’t add Time dependent action in Workflow rule?
14. We have a “Time Based Workflow” and there is Action scheduled to be executed. If we Deactivate the workflow, Scheduled actions will be removed from queue or not?
15. We have “Time Based Workflow” and there is action scheduled to be executed. Can we delete that workflow?
16. How to clear the Time based workflow action queue?
17. While creating workflow on Task, what difference observed on available actions?
18. For which criteria in Workflow “Time dependent  workflow action” cannot be created?
19. Suppose if a record meets workflow criteria for time based workflow action, the action goes in queue. Later, before the time based action is triggered, the same record gets modified and the criteria previously met is changed and now it does not meet the workflow criteria. What happens to the time based action placed in Queue?
20. Difference between Trigger and Workflow?

    Salesforce administrator interview questions on Data Loaders.

1. Briefly describe about Data Loader?
2. What are the different actions that can be made using data loaders?
3. How can we insert a record using Data Loader?
4. How to delete a record using Data loader?
5. How to update a record using Data Loader?
6. How to export records from Salesforce using Data Loader?
7. Explain about UPSERT?
8. How to handle comma fields while uploading using Data loader?
9. After Exporting data using Data Loader, Some time it appears that data is on New Line (Carriage Return) when we open CSV file in Microsoft Excel. For example, Address Data separated on different lines. How can we override this problem?
10. Explain me about Export and Export all in Data Loader?

1. What is Cloud computing?

“Cloud Computing is a new trend in IT development, deployment, Delivery module of business Products, Services that are provided over the internet that are been used by the real time User“

    Read more on Cloud Computing  => What is Cloud Computing.

  2. Expand CRM and briefly explain about CRM ?

Full form for CRM or Acronym for CRM is “Customer Relationship Management “. We can understand from the full form where CRM is an application used to automate Sales and marketing functions by a using a Software called CRM Software  . BY using CRM Software every Company / Organization plans to increase their revenues and profits. This strategy of increasing revenue is done mainly by attracting Customers, clients, Sales etc.

    Read more on CRM :- What is CRM.

  3. List some CRM Software’s?

We have number of CRM softwares which are provided by top CRM companies some of them are listed below depending upon their present market.

    Salesforce CRM.

    Microsoft Dynamics CRM.

    Oracle CRM.

    SAP CRM.

    Sage CRM.

    NetSuite CRM.

    Oracle CRM on Demand.

    Oracle Sales Cloud(Fusion CRM).

    SugarCRM.

    Nimble

  4. What are the Advantages of Cloud Computing?

    Cloud computing has made tremendous growth in processing power, reliability of the Internet and the great increase in broadband speeds.

    It makes tremendous sense to make use of the centralized server of the provider of cloud computing services as not only does it reduce the costs by a great extent by making redundant the need to buy several software licenses, it also eliminates the huge costs required by an organization to maintain and upgrade existing software.

    Read more on Cloud Computing Advantages :- Cloud Computing Advantages.

  5. What is the definition of CRM?

“Cloud Computing definition given by NIST (US National Institute of Standards and Technology) : Cloud Computing is a model for enabling ubiquitous, convenient, on-demand network access to a shared pool of configurable computing resources that can be rapidly provisioned and released with minimal management effort or service provider interaction“.

  6. What are deployment modes of cloud computing?

Cloud computing services can be provided in four different deployment modes depending on size and structure of an organization. Four deployment modes of cloud computing are

    Public Cloud.

    Private Cloud.

    Hybrid Cloud and

    Community Cloud.

  7. What is PaaS?

 PaaS means” Platform as a Service”. Here in “PaaS “ the cloud service providers provides hardware, OS(operating System), Storage, Network services over the cloud. It is the way like a rent. If there is no service like Platform and there will be no Applications. Which applications are build on a Platform.

Get more details on Paas :- What is PaaS.

  8. What is SaaS?

SaaS means Software as a Service. Through this Services all the software’s are distributes over the cloud. By using SaaS no need to install any software all software’s are readily available over the internet .

    Get more details on SaaS :- What is SaaS.

  9. What is IaaS?

Full form IaaS is “Infrastructure as a Service”. Here in IaaS  the cloud service providers will provides infrastructure like servers, hosting services and storage. Servers and storage’s are the basic services provide by Cloud Service Providers.

    Get more details on IaaS :- What is IaaS.

  10. What is Public Cloud?

Public cloud can be available to people across the world. In this Public Cloud the user has no control over the resources.

  11. What is Private Cloud?

Private Cloud Can be accessed only with in the limited premises. In Private cloud Cloud Services Providers Cloud infrastructure to particular Organization or Business specially. This Cloud infrastructure is not provided to others.

  13. What is Hybrid Cloud?

Hybrid Cloud is the combination of number of clouds of any type but the cloud has the ability to allow data and / or applications to be moved from on cloud to another cloud. Hybrid Cloud is a combination of (Public Cloud ,Private Cloud, Community Cloud). Here API is used as an interface between public and Private Cloud.

  14. What are the different types of Cloud Service providers?

Cloud Service Providers are those who provide cloud services to the business and customers or consumers. Cloud Service providers will have huge data base, Data centers, infrastructure, software’s, platform and hardware systems.

    Get more details on Cloud Service providers :- Different Cloud service providers list.

  15. Difference between Public and Private Cloud?

Public cloud can be available to people across the world. In this Public Cloud the user has no control over the resources. Where Private Cloud Can be accessed only within the limited premises. In Private cloud Cloud Services Providers Cloud infrastructure to particular Organization or Business specially. This Cloud infrastructure is not provided to others.

  16. Salesforce.com is based on which cloud computing Service ?

Salesforce.com is based on Software as a Service ( SaaS).

  17. What are common factors on SaaS, PaaS, and IaaS?

SaaS, Paas and IaaS are the three types of services provided using “cloud”. Their common factor for providing  services to organization and customer is the “CLOUD”depending upon the types of the service they need. Saas provides Software service on cloud where PaaS provides Platform for application development and finally IaaS provides Infrastructure.

18.What is Salesforce?

Salesforce is one of the best customer relationship management (CRM) tool. Salesforce is among one of the best web based flexible and powerful database provider available in the market.

Get more details on Salesforce :- What is Salesforce.

19.Different Salesforce Editions?

Salesforce.com provides different types of editions and features depending upon the cloud. For Sales cloud it provides four different types of editions. They are

    Group.

    Professional.

    Enterprise.

    Unlimited.

20.Number of Salesforce Editions released per year?`

Salesforce Releases e updates for every year. They are

    Spring.

    Summer.

    Winter.

21.Difference between Salesforce.com and Force.com?

Salesforce.com and fore.com are relatively same but they are different in their functionality. Salesforce.com is used to develop CRM functionality based application where force.com is used to customize our data model, business logic and User interface

22.What is Database.com?

Database.com is a type of service provided by Salesforce.com to enhance the power of Salesforce.com CRM applications. Database.com provides “Data as a Serivce” to subscribers.

23.How many types of portals are available in Salesforce?

In Salesforce.com we have three types of portals. They are

    Customer Portal.

    Partner portal.

    Self Service portal.

24. What is App in Sales force?

App means an Application. In Salesforce an Application consists a group of tabs which are designed to work as a single function. We have number of applications in Salesforce.com some of them are sales, marketing, chatter, site.com, work.com etc.

We can create new application and also customization for the existing apps in Salesforce.com. To create new app in sfdc go to Setup=>Build=>Create=>App.

25.Different types of object in Salesforce.com? And why they called so?

In Salesforce.com we have two types of objects. They are

    Standard objects.

    Custom Objects.

    Standard Objects :- Standard objects are called so because they are created and provided by Salesforce.com.

    Custom Objects :- Custom objects are those which are created by an User in salesforce.com.

Get more details on Salesforce objects:- Objects in Salesforce

26.What is an object in Salesforce?

An Objects is represented as a database table which stores organization data . Objects consists of set of fields and we store data against that field. To view data Salesforce provided  TABS.

To create custom fields go to Setup=>Build=>Create=>Object.

27.What is TAB in Salesforce?

Salesforce.com provides list of tabs and are placed in Tab menu. To access data of an objects Tabs are used. Tabs in Salesforce are three types they are.

    Custom Tabs.

    Visualforce Tabs.

    Web Tabs.

28. List examples of custom field types?

Some of the custom field types are date field, Date/Time field, Currency field, Checkbox field, Number field, Text field, Pick list field, Email field, percent fields, phone field, Url field and many more.

Learn how to create custom fields :- Custom fields.

29.What are the Standard and Custom Fields in Salesforce?

    Standard fields for custom objects stores the information about  created by, modified by, currency, Name, owner and Division. These are the standard fields in Salesforce.com.

    Custom field for custom objects store unique data or information of an organization.

30. How many custom fields can I created in an object?

In Unlimited edition we can create up to 500 fields per object. In professional edition we can create up to 100 custom fields per object.

31. What is a profile?

Profiles are those which defines user’s  to perform different functions like settings and permissions in salesforce. It is another way to restrict or control access to a particular record.

Profile are of two types.

    Standard Profile.

    Custom Profile.

    Standard Profile : Profiles created by force.com are called Standard Profiles.

    Custom Profiles :Profiles created by user are called Custom Profiles.

32. What is Role ?

Role Hierarchy settings make the managers and subordinates to edit, and view the records. The users in the Hierarchy can be able to view, edit and report all the data shared.

To create roles in salesforce go to setup=>Administer=>Manage Users=> Roles.

33.Difference between Role and Profile?

Roles :- Using we can provide record level access like organization wide defaults, Role hierarchy, sharing rules and Manual sharing. Simply roles influences record level access.

Profiles :- Using  profile object level and field level access can be made like general permissions, tab level permissions, read & write permissions etc.

34. Number of standard profiles available in Salesforce.com?

In salesforce we have 6 standard profile they are.

    Standard user.

    Solution manager.

    Marketing User.

    Read only.

    System administrator.

35. How can you use the term “Transfer Record” in profile?

Transfer record  is a type of permission in salesforce. If a user is is given access to transfer a record then the user will have the ability to transfer the records which have Read access.

36.Tell me about  Company Profile?

In salesforce.com company profile consists of information about language, locale, time zone, number of licenses, storage and available space, about fiscal year, address and currencies.

37.How to get security token in Salesforce.com?

To get security token in salesforce.com go to your name=>Personal=>Reset my Security token.

38.What is a Fiscal Year in Salesforce?

Fiscal years in Salesforce are used to define starting and ending date of an organization financial year.Fiscal years in salesforce are two types they are.

    Standard fiscal year :- To change starting month of the fiscal year this type is used.

    Custom fiscal year :- We can set custom fiscal year dates like quarters, weeks.

39.What is a dependent picklist?

Dependent Picklist allows to contain multiple values and pick value one among them or Multiple values among them. Dependent fields depends upon controlling field.

Read more about dependent Picklist :- Dependent picklist.

40.What is Page Layout and Record Types?

    Page Layout :- In page layout customization can be done like fields, related lists, custom links can be arranged.

    Record Types :- Record types in salesforce helps to implement business processes like defining picklist values for standard and custom pick lists.

41.How to delete user from Salesforce?

In salesforce.com, deleting a user is not possible. But the user can be deactivated by freezing that user in salesforce. To deactivate user go to Setup=>Administer=>Manage users=>Users=>Click on Freeze.

42.How to freeze users in salesforce.com?

In salesforce.com, deleting a user is not possible. But the user can be deactivated by freezing that user in salesforce. To deactivate user go to Setup=>Administer=>Manage users=>Users=>Click on Freeze.

43.In how many ways can we store files, images and documents in salesforce.com? what are they?

In Salesforce.com we can store files, images and documents in 5 types they are.

    Attachments.

    Documents.

    Google drive.

    Libraries.

    Chatter Files.

44.What are Static Resources?

Static resources helps to store upload images, files, zip files, documents, javascript files, Css Files which can be used in visualforce pages. Maximum data storage limit for static resource is 250mb.

45.List some standard indexed fields in salesforce.com?

Id, name, owner fields, lookup fields, master-detail relationship fields, audit dates like Last Modified dates etc are the standard indexed fields in Salesforce.com.

46.Which fields are  Indexed by default in Salesforce?

Salesforce indexed some fields by default they are Id, name, owner fields, lookup fields, master-detail relationship fields, audit dates like Last Modified dates.

47.Which fields cannot be added as a custom Index?

Formula fields.

48.In salesforce, Can two users’ can have same profile?

Yes.

49.Is it possible to edit formula field values in a record?

No.

Salesforce interview Questions on Security

50. What is a Sharing Rule?

Sharing rules in Salesforce represent the permissions and exceptions to your organization. By using sharing rules we can grant access to edit, read, read/write permissions to user. Sharing Rules are of two types. They are

    Manual Sharing.

    Automatic Sharing.

51. What is Manual Sharing?

Manual sharing is the process of sharing records manually.

52. What is permission set?

Permission sets in salesforce.com are the combination of different settings and permission sets given to user to access records and files.

Note :- Manual sharing is available for only Organization wide default settings are private to the object.

53. Difference between profiles and permission sets?

Permission Sets : In this Permission sets we define the access level of the user. Generally we determine what a user can do in the applications. These are used to grant additional permission to a user.

Profiles : In Object level Security, Profiles are assigned to the user by system administrator. A profile can be assigned to many users where as a user can have only one Profile.

54. How can you define Field Dependency?

In Field dependency, we have to fields controlling filed and dependent field. When a selection is made the controlling field controls dependent picklist values.

Ex:- When a country is selected in dependent picklist then the states are available to that country. Here country is controlling field and State is dependent field.

55. How many field dependencies we can use in Visual Force page?

We can use up to 10 field dependencies in visualforce pages.

56. Tell me about Field-Level Security?

In field level security, we control the user what to see, edit, delete of a particular field in the object.

57. Briefly describe about Field-Level Security?

In field level security, we control the user what to see, edit, delete of a particular field in the object. In some situation like if we want to grant access control over Object to a user but the user should not be able to access some particular fields in that objects then we go for Field Level Security.

Field Level Security can be controlled by Profiles and Permission sets.

= > Profiles.

    Page Layouts.

    IP Ranges.

    Login Hours.

    Desktop.

    Client Access.

= > Permission sets.

    App Permissions.

    Record Types.

    Tab Settings.

    Assigned Apps.

    Object Permissions.

    Field Level Security.

    Apex Classes

    Visual Force Pages

58. What are Login Hours and Login IP Ranges?

    Login hours are set in an organization to restrict the user’s who tries to login before or after login hours.

To set login hours in an organization go to Setup=>Administration=>Manage users=>Profiles.

    IP ranges are used to restrict any login attempt is done from unknown IP addresses. Usually organizations maintain login IP ranges.

To set Login IP ranges in salesforce go to Setup=>Administration Setup=>Manage Users=> Profiles.

59. What is a User Record?

User records consist key information about the user.

60. What is a Record Owner?

Record Ownership : The User or Queue who controls and have the right to access  a record.

Generally there are two types of Owners. They are

    Users.

    Queues.

61. What are Organization Wide Defaults?

    Organization wide Defaults define the baseline level of access to data records for all users in an Organization.

    Organization wide Defaults are used to restrict access to data(Records).

    Organization wide Defaults(OWD) can be defined for Standard Objects and Custom Objects.

62. What is a Role and Role Hierarchy?

Salesforce uses role hierarchy to automatically to grant access to users by default. We can not edit Grant Access using Hierarchies for standard objects and can edit Grant Access using Hierarchies check box for Standard objects.

63. What is Access at the Role Level?

Access at the role level depends upon the organization wide defaults.

64. What are the different types of Sharing Rules in Salesforce and explain them?

    Account sharing Rule.

    Contact Sharing Rule.

    Case Sharing Rule.

    Opportunity sharing Rule.

    Lead Sharing Rule.

    Custom Object sharing Rule.

65. In how many ways can we share a record?

Records can be shared in 5 types they are

    Role Hierarchy.

    Organization Wide Defaults.

    Manual Sharing.

    Criteria Based Sharing Rules.

    Apex Sharing.

66. Best Practices of Creating Contact Sharing Rules?

Organization wide default settings are used to set red, write, read/write permissions

67. How can i provide record level access to user’s in an organisation? then what should i use from Salesforce security model?

Get more details on record level security :- Record level security in salesforce.

68. If i want Object level accesses then what should i use from Salesforce security model?

Get more details on object level access. Object Level Security in Salesforce.

69. What are governor limits?

Governor Limits in Salesforce.com are the run time limits enforced by the apex runtime engine to write scalable and efficient code.

Read more on Governor Limits :- Governor limits in Salesforce.

70. Is it possible to bypass Grant Login access using Hierarchies in case of standard objects?

Yes

71. Can we use sharing rules to restrict data access?

No, sharing rules cannot restrict data access.

72. Is it possible to create sharing rules for detail object?

No, we can create sharing rules for details objects because they don’t have owner field.

Salesforce Interview Questions on OWD

73. How can you change the setting “Grant Access Using Hierarchies” for Standard Objects ?

It is not possible , by default Grant Access Using Hierarchies options are enabled for standard objects and they can not be changed.For custom objects we can change “Grant Access Using Hierarchies “settings .

74. What are the Mandatory points that you think while creating User and Role ?

It’s Profile.

75. While setting OWD (Organization wide sharing), can we change/modify the setting of child record in case of Master-Detail relationship?

No, we can not change the settings of child record in Master Detail relationship because child record is controlled by parent record.

76. Number of accesses available in Organization Wide Defaults and what are they?

We have 13 types of access in Organization default settings. They are

    Private

    Controlled by parent

    Public Read Only.

    Public Read/Write.

    Public Read/Write/Transfer.

    Public Full Access.

    Use.

    No Access.

    View Only.

    Hide Details.

    Hide Details and Events.

    Show Details.

    Show Details and events.

77. In Partner Community, external user is having appropriate OWD and Profile Settings for Opportunity or consider any other Object. However they are getting insufficient privilege access, what might be cause of this error ?

    First check that every field used in report has Field level security for external users.

    Check whether Standard Report Visibility settings are enabled, if it is enabled user can be able to see reports which are based on standard report types.

    Now external user can be able to access sensitive information of internal user.

Salesforce Interview Questions on Relationships

78. What are the different types of Relationships in SFDC?What are they?

They are four types of Relationships in Salesforce.com. They are

    Master-Detail relationship.

    Look-up Relationship.

    May-Many Relationship.

    Hierarchy Relationship (we can not use this relationship).

79. What is a “Look-up Relationship”?

    No parent is required.

    Relationship is optional.

    No impact on Security.

    Roll-Up summary fields cannot be available.

    25 look-up relationships can be created to one Object.

80. What is “Master-Detail Relationship”?

We create Master-Detail Relationship using Junction Object in Salesforce.

    Child record must have a  associated parent.

    Cascade record-level security.

    Cascade record deletion.

    Roll-up Summary fields can be established.

    Standard objects can not be a detail object.

    Standard Objects can be a Master object

    Maximum 2 Master-Detail Relationships can be created to a Object.

    Records can be re parented.

Get more details here :- Master-Detail Relationship

81. What is a “Self Relationship”?

Self Relationship is nothing but creating relationship between two same objects. This Self Relationship is a Look-up Relationship to the same object.

82. What is Roll-up summary?

Roll-Up Summary field in salesforce calculates values from a set of related records.

83. Define various characters of Roll-up Summary Field?

    Roll-Up Summary field can be created only in a object which is referred as a object with a master detailed relationship field.

    Roll-Up Summary field can only created for Master-detail Relationship.

    Roll-Up Summary field can not be  created for Look-up Relationship.

    It Derives the data from child Object.

    We can’t change field type of a field that we reference in a roll-up summary field.

    Auto numbers are not available here.

    Roll-Up Summary fields are not available for mapping lead fields of converted fields.

84. List out the functions of Roll-up Summary field ?

    Count : It calculates the total number of related records.

    Sum : It totals the values of selected fields.

    Min : Displays lowest value.

    Max : Displays the highest value.

85. What is Many-Many Relationship in Salesforce ?

    Many-Many Relationships between two objects can be created.

    Junction Object is used to create Many-Many Relationship.

    Junction object can also be called as Join Object.

    Junction Object links each objects in Many-Many Relationship.

86. How to create Roll-up summary field on look-up relationship?

http://www.crmsalesforcetraining.com/how-to-create-roll-up-summary-fields-in-salesforce/

87. Can we have Roll up Summary fields in case of Parent-Child Relationships?

No.

88. Is it possible to edit Roll up summary field value in a record?

No. roll up summary fields are read only fields and they can not be edited.

89. Is it possible to create Roll up summary field on parent object ?

Yes, we can create Roll up Summary field on parent object only with master detail relation between objects.

90. How to create Many – to – Many relationship?

http://www.crmsalesforcetraining.com/many-to-many-relationships-in-salesforce/

91. What is Junction Object?

In salesforce, Junction Object are the part of the objects which joins one object to another. These are specially used to join many objects in Many to Many relationships.

92. What are the main things need to consider in the “Master-Detail Relationship”?

Cascade deletion of the child records is done when parent record is deleted in Master-Detail Relationship.

93. Can we convert the look up relationship to Master Detail relationship? If so How can we convert?

Yes, we can convert Look-Up relationship to Master-Details Relationship. Conversion can be done only if all the fields have valid look-Up fields values only.’

94. Can we create Master Detail relationship on existing records?

Yes, It is possible to create Master-Detail Relationship on existing record. First we have to create Look-Up relationship to a  record then convert it to master-Detail Relationship.

95. How to create many to many relationships between two objects?

Many to Many Relationship can be created using Junction object.

96. In case of Master-Detail relationship, on Update of master record can we update the field of child record using workflow rule?

No

97. In case of Master-Detail relationship, on Update of child record can we update the field of Parent record using workflow rule?

Yes, we can update the field of Parent record using workflow rule.

98. What happens to detail record when master record is deleted?

When master Record is deleted, it’s detail records are also deleted.

99. What happens to child record when a master record is deleted in Look-up Relationship?

Child records are not deleted.

100. A custom object contains some records, now my requirement is to create field in this object with master detail relationship.

No. we can no create master detail relationship first create look up relationship and associate look fields for every parent record and then convert this to Master detail relationship.

101. Can we create both  master detail relationship and Look-Up Relationship at a time ?

Yes, we can create.

Salesforce Interview Questions on Reports & Dashboards.

102.What are different kinds of reports?

There are three types of reports in salesforce.com they are

    Tabular reports.

    Summary reports.

    Matrix reports

103.What are Standard Reports?

Standard reports in salesforce are those provided by salesforce.com. These type of reports can not be deleted and used primarily for creating custom reports.

104.What are custom Reports?

Custom reports in salesforce are those created by user with specific criteria. These type of report can be deleted, edited and stores in personal folders.

105.What is a Tabular report ?

Tabular reports in salesforce are those where the data is displayed in the form of list. In Tabular reports custom data is arranged with out subtotals.

106.What is a Summary Report?

Summary reports in salesforce are those where the data is displayed in the form of summary format. Sorting, sum-total of data can be available in this report.

107.What is a Matrix Report?

Matrix reports is salesforce are those where the data is arranged in grid format having rows and columns. Data is arranged vertically and horizontally in tables like excel format.

108.What is Trend Report?

Trend reports in salesforce are those which displays historical data. Trend reports are used to analyse which fields contains data that we want to leave out.

109.What are Custom Report Types?

Custom report types in salesforce allows us to build framework in the report wizard when creating custom reports. This custom reports can be created between standard and custom objects.

110.Who can run Reports?

In Salesforce.com, most reports run automatically when we click on the report name. If we want to run a report click on “Run Report” to run automatically.

111.What is a bucket field in reports?

In salesforce reports, bucket fields are used to categorize reports records . When we use bucket field in reports there is no need of creating formula or a custom field.

112.Is it possible to delete reports using Data loader?

No, it is not possible to delete reports using data loaders.

113.What are Dashboards?

Salesforce Dashboards are the graphical representation and visual presentation of reports data in salesforce.

114.What are the different Dashboard Components?

Salesforce dashboard components are used to represent data. Salesforce dashboards have some visual representation components like graphs, charts, gauges, tables, metrics and visualforce pages. We can use up to 20 components in single dashboard.

115.What are dynamic Dashboards?

Dynamic dashboards in Salesforce displays set of metrics that we want across all levels of your organization. Enterprise Editions can use five dynamic dashboards and Unlimited edition can use ten dashboards.

116.Can we schedule dynamic dashboards?

No, we can not schedule dynamic dashboards for refresh. It must be done manually.

117.Explain dynamic Dashboard.

Dynamic dashboards in Salesforce displays set of metrics that we want across all levels of your organization.

Dynamic Dashboards in salesforce are Created to provide security settings for the dashboards in salesforce.com. We may have a requirement in an organization to “view all data” by every user in an organization according to their access we have to select Run as Logged-in User. There are two setting option in Dashboards. They are

    Run as specified User.

    Run as Logged-in User.

118.Who can access “drag and drop dashboard”?

User who have permissions in managed dashboard can access drag and drop dashboard.

119.Which type of report can be used for dashboard components?

Summary reports and Matrix reports are used for dashboard components.

120.Which permission is required to set the running user other than you in dashboard?

The user must have “View All Data” permission is required to set the running users.

121.What is the use of “floating report header”?

Floating report headers enables us to display the column header visible on each page when we scroll the report page.

122.How to enable “floating report header”?

To enable floating report header in salesforce go to Setup=>Customize=>Reports and Dashboards=>User Interface settings=>Click on enable floating report header.

123.What is Analytical Snapshot in Salesforce.com ?

Analytical Snapshot in Salesforce are used to create reports on historical data.

124.What is Workflow?

Salesforce Workflow is a business logic that evaluates the records as they are created, updated in an object to apply automated process like Assigning Tasks, Emails, Field Update and outbound message sending.

125.Different Workflow Components available in salesforce?

In salesforce.com. workflows consists of 5 components they are.

    Workflow rules.

    Workflow tasks.

    Workflow Email alerts.

    Workflow field updates.

    Workflow Outbound messages

126.What are the different workflow actions available in Salesforce?

     Tasks.

     Email alerts.

     field updates.

     Outbound messages

127.What is a Workflow Task?

Workflow tasks in salesforce are used to assigns a task to users. Using tasks we can specify the Subject, Status, Priority, and Due Date of the task. Tasks are workflow & approval actions that are triggered by workflow rules or approval processes.

128.What is a Workflow Alert?

Email alert is one of the action used in workflow and approval. They are used to generate email template by a workflow rule or approval process and sent to destination recipients. We can send workflow email alerts  to users, contacts having an valid email address.

129.What is a Workflow Field Update?

Field updates in workflow and approval processes specifies the field that we want updated and inserting the new value for it. Depending on the field type, we can choose the following options. They are apply a specific value, make the value blank, or calculate a value based on a formula you create.

130.What is Time-Dependent Workflow?

Time dependent workflows are not executed independently. Time dependent workflows remain constant in the workflow queue as long as the workflow rule criteria is valid.

131.Time-Dependent Workflow – Considerations?

When defining time dependent workflows in salesforce we have to use standard and custom date and date/time fields defined for the object.

    We have to specify time using days and hours.

    Also add actions to existing time triggers.

132.Limitations of Time-dependent workflow?

When defining time dependent workflows in salesforce we have to use standard and custom date and date/time fields defined for the object.

    We have to specify time using days and hours.

    Also add actions to existing time triggers.

133.In which criteria of a workflow – “time dependent workflow action” cannot be created ?

Created, and every time it’s edited.

134.When you can’t add Time dependent action in Workflow rule?

Time dependent actions in workflow rules can not be added when the following actions takes place.

    When workflow rule is active.

    When workflow rule is deactivated and has pending actions in the queue.

    When the workflow rule criteria of a record is set to: created, and every time it’s edited.

    When the workflow rule is included in a package.

135.We have a “Time Based Workflow” and there is Action scheduled to be executed. If we Deactivate the workflow, Scheduled actions will be removed from queue or not?

Even after deactivating the the workflow, its action will not be removed. It’s still active in queue.

136.We have “Time Based Workflow” and there is action scheduled to be executed. Can we delete that workflow?

It is not possible to delete the workflow when the workflow is having any pending time dependent actions.

137.How to clear the Time based workflow action queue?

We can clear time based workflow action queue in two ways they are

    Make the criteria false.

    Removing scheduled actions from the queue.

138.While creating workflow on Task, what difference observed on available actions?

While creating workflow on task we can not find “Send Email”action.

139.Suppose if a record meets workflow criteria for time based workflow action, the action goes in queue. Later, before the time based action is triggered, the same record gets modified and the criteria previously met is changed and now it does not meet the workflow criteria. What happens to the time based action placed in Queue?

Simply the time based workflow action is removed from workflow queue and will not get fired.