What is Salesforce?
Salesforce is a cloud-based CRM (Customer Relationship Management) platform that allows businesses to manage their sales, marketing, and customer service operations efficiently.
What is the role of a Salesforce Administrator?
A Salesforce Administrator is responsible for managing and configuring Salesforce to meet the organization’s needs. This includes user management, security settings, data management, customization with point-and-click tools, and maintaining overall system health.
Explain Profiles and Permission Sets in Salesforce.
- Profiles: Profiles determine which objects and fields users can access, and what actions they can perform in Salesforce.
- Permission Sets: Permission Sets grant additional permissions and access settings to users beyond what their profile allows.
What are the different types of reports available in Salesforce? Salesforce provides four types of reports:
- Tabular Reports
- Summary Reports
- Matrix Reports
- Joined Reports
What is a Role Hierarchy in Salesforce?
Role Hierarchy defines the levels of data access in an organization. Users higher in the hierarchy can view and edit records owned by users below them.
Explain the difference between a Role and a Profile in Salesforce.
- Role: Defines the position a user holds in the hierarchy and controls the data access.
- Profile: Controls what a user can do in Salesforce, such as create, edit, delete, and view permissions for objects and fields.
What is a Workflow Rule in Salesforce?
A Workflow Rule is a business logic that evaluates records as they are created or updated, and executes automated actions such as sending email alerts, updating fields, or creating tasks.
How does Validation Rule differ from Workflow Rule?
- Validation Rule: Checks that the data a user enters meets specific criteria before the user saves the record.
- Workflow Rule: Automates standard internal procedures and processes to save time across your org.
What is a Junction Object?
A Junction Object is a custom object with two master-detail relationships, which is used to build many-to-many relationships between objects in Salesforce.
How can you enforce data quality and consistency in Salesforce? Data validation rules, duplicate rules, and ensuring proper field types and picklist values are ways to enforce data quality and consistency.
Explain the difference between Lookup Relationship and Master-Detail Relationship.
- Lookup Relationship: Links two objects together, but the child record does not have a direct impact on the parent record.
- Master-Detail Relationship: The child record is a detail record and is automatically deleted when the parent record is deleted.
What is Data Loader in Salesforce?
Data Loader is a client application that allows you to import, export, update, and delete Salesforce data using CSV files.
How can you schedule a report in Salesforce?
You can schedule a report to run and email results at scheduled intervals using the ‘Schedule Future Runs’ option in the report builder.
Explain the difference between a Standard Object and a Custom Object.
- Standard Object: Provided by Salesforce, such as Account, Contact, Opportunity.
- Custom Object: Created by the Salesforce administrator to store information unique to your organization.
What is the Salesforce AppExchange?
AppExchange is Salesforce’s marketplace for third-party applications that extend Salesforce’s capabilities.
How do you control access to records in Salesforce?
Access to records is controlled through the combination of OWD (Organization-Wide Defaults), Role Hierarchy, Sharing Rules, and Manual Sharing.
What is the difference between a Report and a Dashboard in Salesforce?
- Report: A report is a list of records that meet the criteria you define.
- Dashboard: A dashboard is a visual representation of data from reports, such as charts, graphs, and tables.
How can you secure sensitive data in Salesforce?
Sensitive data can be secured using encryption, field-level security, and restricting access based on profiles and permission sets.
Explain how Salesforce supports multi-tenancy.
Salesforce is a multi-tenant platform where multiple organizations (tenants) use a single instance of the application, with data and configurations isolated and secure.
What are the considerations for migrating data into Salesforce?
Considerations include data mapping, data cleansing, selecting the right tools (like Data Loader or third-party tools), and testing to ensure data integrity after migration.