Top Answers to Salesforce Admin Interview Questions

1. Explain Salesforce Admin characteristics.

CharacteristicsSalesforce Admin 201
What do we learn?Workflow, field creation, and management
Who can learn?System Admin, Architect, and Security Analyst
What is the average annual salary?US$82,000

2. Expand CRM and explain.

The expansion of CRM is ‘Customer Relationship Management.’

CRM is an application that helps automate or digitize marketing functions. With this software, companies can plan to increase their profits and revenues. This strategy of incrementing revenue and profit is made by attracting customers, clients, and sales. The important concept of CRM is customer value.

There are four CRM initiatives as below:

  • Customer acquisition
  • Customer retention
  • Customer churn
  • Customer win-back


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3. Distinguish between and

Both are relatively the same but different in their functionality.

  • helps build CRM-functionality-based applications, e.g., an iPhone ‘app’ that stores contact details, makes phone calls, and has all the other standard functions of a phone.
  • is used to customize a data model and a user interface, e.g., an iPhone OS environment that can build and run apps.

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4. What are the available portals in Salesforce?

Three types of portals are available in

  • Customer portal: It enables us to utilize the capabilities of the web as the ideal channel to deliver superior self-service.
  • Partner portal: It allows partner users to log in to Salesforce via a separate website than that is used for our non-partner users.
  • Self-service portal: Customers will be able to search for details about the organization using this portal.

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5. Why do we use Tabs in Salesforce? Mention the types of Tabs.

In, a list of tabs is placed in the Tab menu. Tabs are used to access an object’s data.

There are three types of tabs:

  • Custom tab
  • Visualforce tab
  • Web tab

6. What is Profile? Mention the types of Profiles available in Salesforce.

A profile is similar to settings and permissions in Salesforce. It is used to perform different functions that are defined by users. It is another way to manage particular records.

There are two types of profiles:

  • Standard profiles: Profiles created by
  • Custom profiles: Profiles created by users

Salesforce standard profiles are:

  • Standard User
  • Solution Manager
  • Marketing User
  • Read-only
  • System Administrator

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7. How to delete or freeze users in

Deleting a user is not possible in, but we can deactivate the user by using the Freeze option.

  • To freeze a user, go to:
Setup > Manage Users > Users
  • Find and click on the user and then click on Freeze

8. Mention the ways to store files, documents, and images in

We can store files, documents, and images in as below:

  • Attachments
  • Documents
  • Google Drive
  • Libraries
  • Chatter Files

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9. Give one-word answers to the following questions:

a. In the Visualforce page, how many field dependencies are used?
b. Can two users have the same profile in Salesforce?
c. Which field cannot be added as a custom index?
d. Can we edit a formula field value in a record?
e. Can we use sharing rules to restrict data access?

a.10 field dependencies
b. Yes
c. Formula field
d. No
e. No

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10. How to set the Login Hours and Login IP ranges for the users in Salesforce?

  • Login Hours: If Login Hours is set in an organization, then it restricts the login before or after login hours.
Setup | Administration | Manage users | Profiles
  • Login IP: It helps restrict the login attempt from unauthorized IP addresses.
Setup | Administration setup | Manage users | Profiles

11. List the characteristics and functions of a Roll-up Summary field.

Characteristics of a roll-up summary field:

  • It can be created for a Master–Detail relationship but not for a Lookup relationship.
  • Auto numbers are not available here.
  • We cannot change the field type in a roll-up summary field.
  • It derives data from the Child object.

Functions of the roll-up summary field:

  • Count
  • Sum
  • Min
  • Max

12. What are the different kinds of Reports in Salesforce?

Different kinds of reports in Salesforce are:

  • Tabular Report: It is similar to a spreadsheet and is the simplest and fastest way to see data. Tabular reports are the best to create lists of records.
  • Summary Report: It is similar to a tabular report but allows users to group rows of data, view subtotals, and create charts.
  • Matrix Report: It is similar to a summary report, but it allows users to group and summarize data by both rows and columns.
  • Joined Report: Joined reports let us create multiple report blocks that provide different views of our data and each block acts as a subreport.

13. Define Dynamic Dashboards. Can we schedule Dynamic Dashboards?

Dynamic dashboards help us display the set of metrics in an organization. They are created to provide security settings for dashboards at

Two setting options are there in dynamic dashboards:

  • Run as a specified user
  • Run as the logged-in user

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14. Name the different Workflow components in

There are five workflow components in

  • Workflow Rules
  • Workflow Tasks
  • Workflow Email Alerts
  • Workflow Field Updates
  • Workflow Outbound Messages

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15. What are the limitations of a Time-dependent Workflow?

Limitations of a time-dependent workflow are as follows:

  • Time triggers do not support minutes or seconds.
  • Time triggers cannot reference when formula fields that include related-object merge fields.
  • We cannot add or remove a time trigger if:
    • The workflow rule is active
    • The workflow rule is included in the package

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16. How many ways are there to call an Apex class?

There are four ways to call an Apex class:

  • Visual page
  • Web service
  • Triggers
  • Email services

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17. How to insert multiple records at a time?

public class insert50
public void p1()
List lstExample = new List();
Example_c objTest;
objTest = new Example_c(name=’Example1’,city_c=’City1’);
objTest = new Example_c(name=’Example2’,city_c=’City2’);
objTest = new Example_c(name=’Example3’,city_c=’City3’);
insert lstTesting

18. When do we use Data Loader?

We use Data Loader when:

  • We need to load more than 50,000 to less than 5,000,000 records
  • We need to load into an object that is not yet supported by web-based importing
  • We want to be able to save multiple mapping files for future use
  • We want to export our data for backup purposes
  • We want to prevent duplicates by uploading the records

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19. Define SaaS.

In Software as a Service (SaaS), the cloud service provides software that we need to develop an application, saving us from purchasing it. SaaS supports web services and service-oriented architecture.

Top SaaS providers are:

  • Abiquo
  • Accelops
  • Akamai
  • AppDynamics
  • Apprenda

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20. Define PaaS.

In Platform as a Service (PaaS), the cloud service provides an operating system (OS), hardware, storage, and network services through the cloud, but we have to pay to the service providers based on our subscription, like the rental services.

Top PaaS providers are:

  • AWS Elastic Beanstalk
  • AppScale
  • Appistry (Cloud)
  • CA Technologies
  • Engine Yard

21. Define IaaS.

In Infrastructure as a Service (IaaS), the cloud service provides the infrastructure, such as servers, hosting service, and storage.

Top IaaS providers are:

  • AWS
  • AT&T
  • CA Technologies
  • Cloudscaling
  • Bluelock
  • Eucalyptus

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