SalesForce Admin Interview Questions and Answers

SalesForce Admin Interview Questions and Answers

Last updated on 25th Sep 2020, Blog, Interview Question

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Joseph ((Sr Salesforce Application Manager ) )

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Salesforce Administrators work with stakeholders to define requirements and to customize the platform. To put it simply: they enable users to get the most out of Salesforce.

A Salesforce Admin best understands how to make the platform work for their company’s unique needs. Some companies may employ many people in this role. A Salesforce Administrator’s colleagues can rely on them to:

  • Maintain the platform
  • Make it as easy as possible for users of any technical level to use Salesforce
  • Stay updated on the platform’s new tools, capabilities, and updates

Below we have listed the top 100 Salesforce Admin interview questions & answers for fresher and  experienced candidates to clear the job interview. 

1.Expand CRM and explain.

Ans:

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

2.Distinguish between Salesforce.com and Force.com

Ans:

Both are relatively the same but different in their functionality.

  • Salesforce.com 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.
  • Force.com is used to customize a data model and a user interface, e.g., an iPhone OS environment that can build and run apps.

3.What are the available portals in Salesforce?

Ans:

Three types of portals are available in Salesforce.com:

  • 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.

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

Ans:

In Salesforce.com, 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

5.How to delete or freeze users in Salesforce.com?

Ans:

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

  • To freeze a user, go to:
  • Setup > Manage Users > Users

6.Mention the ways to store files, documents, and images in Salesforce.com.

Ans:

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

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

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

Ans:

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

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

Ans:

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

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

Ans:

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.

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

Ans:

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

Two setting options are there in dynamic dashboards:

  • Run as a specified user
  • Run as the logged-in user
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11.Name the different Workflow components in Salesforce.com.

Ans:

There are five workflow components in Salesforce.com:

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

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

Ans:

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

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

Ans:

There are four ways to call an Apex class:

  • Visual page
  • Web service
  • Triggers
  • Email services

14.How to insert multiple records at a time?

Ans:

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

15.When do we use Data Loader?

Ans:

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

16.Define SaaS?

Ans:

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

17.Define PaaS?

Ans:

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

18.Define IaaS?

Ans:

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

19.What are the different Salesforce editions?

Ans:

  • Essentials: The Salesforce Essentials edition is specially designed for small-scale businesses. It consists of an easy-to-use UI. There are various tools in the edition that help customize it according to business needs.
  • Professional: This edition is built for businesses that require most of the CRM functionality. It has features such as easy customization and integration with other technologies. Also, it consists of administration tools that help in the deployment of a small-scale application.
  • Enterprise: The Enterprise edition is built for large-scale businesses. It provides advanced customization tools. The administration tools of the Enterprise edition help large-scale deployment. The edition allows access to the features of the Salesforce API.
  • Unlimited: This edition consists of extremely advanced features that help maximize usage. The Unlimited edition of Salesforce allows for the efficient management of business resources that can be provided instantly on-demand. Also, it provides premier support, high storage limit, an increased number of custom apps, and many more features.
  • Developer: The Developer edition gives access to APIs and the Lightning Platform. It provides tools that allow developers to customize the Salesforce platform and integrate with other technologies and applications. Also, the edition consists of those features that are present in the Enterprise edition.

20.What are login hours and login IP ranges in Salesforce?

Ans:

Salesforce applications provide features such as login hours and login IP ranges.

Login hours : In an organization, the schedule for login and logout is set to define the time limit and working hours. It flags the user who does not follow the schedule. To set the login hours for an organization in a Salesforce platform, go to:

  • Setup > Administration > Manage Users > Profiles

Login IP ranges: If a user tries to login via an unknown IP, then the organization is alerted, and it can restrict the user to do so. Organizations use IP ranges to maintain secure access so that they can prevent any kind of loss. For setting up the login IP ranges, go to:

  • Setup > Administration Setup > Manage Users > Profiles

21.What is field-level security and how can it be controlled?

Ans:

Field-level security helps control the accessibility of a user to a particular data field. Suppose, if an organization is providing a user with the access to see, edit, manipulate, or delete a data object specific to the user’s field of work, it can hide other data objects from the user.

To control the field-level security, we use profile and permission sets. The attributes of profile and permission sets are mentioned below:

  • Profiles
    • Page layouts
    • IP ranges
    • Login hours
    • Desktop
    • Client access
  • Permission
    • App permissions
    • Record types
    • Tab settings
    • Assigned apps
    • Object permissions
    • Field-level security
    • Apex classes
    • Visualforce pages

22.What is a custom metadata type?

Ans:

The custom metadata type stores information about an organization. It is a type of custom object that can be customized, deployed, packaged, and upgraded. It helps use data for configuring the application without fretting about data migration. Rather than transferring the custom metadata type manually, it can be deployed using a Sandbox.

23.What is Database.com?

Ans:

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 Service” to subscribers.

24.What is an App in Salesforce?

Ans:

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

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

25.What is an object in Salesforce?

Ans:

An Objects is represented as a database table which stores organization data . Objects consist of a 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.

26.Name the different types of objects in Salesforce.com? 

Ans:

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

  • 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.

27.How many relationship types are in Salesforce?

Ans:

  • Master-detail 
  • Many-to-many
  • Lookup
  • External lookup
  • Indirect lookup
  • Hierarchical

28.What is a Master-detail  relationship?

Ans:

Master-detail closely links objects together such that the master record controls certain behaviors of the detail and subdetail record. For example, you can define a two-object master-detail relationship, such as Account—Expense Report, that extends the relationship to subdetail records, such as Account—Expense Report—Expense Line Item. You can then perform operations across the master—detail—subdetail relationship.

29.What is a Many-to-many relationship?

Ans:

Many-to-many You can use master-detail relationships to model many-to-many relationships between any two objects. A many-to-many relationship allows each record of one object to be linked to multiple records from another object and vice versa. For example, you create a custom object called “Bug” that relates to the standard case object such that a bug could be related to multiple cases and a case could also be related to multiple bugs.

Lookup Links two objects together. Lookup relationships are similar to master-detail relationships, except they do not support sharing or roll-up summary fields. With a lookup relationship, you can:

  • Link two different objects.
  • Link an object with itself (with the exception of the user object; see Hierarchical). For example, you might want to link a custom object called “Bug” with itself to show how two different bugs are related to the same problem.

30.What is External lookup? 

Ans:

External lookup An external lookup relationship links a child standard, custom, or external object to a parent external object. When you create an external lookup relationship field, the standard External ID field on the parent external object is matched against the values of the child’s external lookup relationship field. External object field values come from an external data source.

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31.What is Indirect lookup?

Ans:

Indirect lookup An indirect lookup relationship links a child external object to a parent standard or custom object. When you create an indirect lookup relationship field on an external object, you specify the parent object field and the child object field to match and associate records in the relationship. Specifically, you select a custom unique, external ID field on the parent object to match against the child’s indirect lookup relationship field, whose values come from an external data source.

32.What is Hierarchical relationship?

Ans:

Hierarchical A special lookup relationship available for only the user object. It lets users use a lookup field to associate one user with another that does not directly or indirectly refer to itself. For example, you can create a custom hierarchical relationship field to store each user’s direct manager.

33.What is a roll-up summary field?

Ans:

A roll-up summary field calculates values from related records, such as those in a related list. You can create a roll-up summary field to display a value in a master record based on the values of fields in a detail record. The detail record must be related to the master through a master-detail relationship. For example, you want to display the sum of invoice amounts for all related invoice custom object records in an account’s Invoices related list. You can display this total in a custom account field called Total Invoice Amount. 

34.What are different Levels of data access in Salesforce?

Ans:

  • Organization level security For your whole org, you can maintain a list of authorized users, set password policies, and limit logins to certain hours and locations.
  • Object level security Access to object-level data is the simplest thing to control. By setting permissions on a particular type of object, you can prevent a group of users from creating, viewing, editing, or deleting any records of that object. For example, you can use object permissions to ensure that interviewers can view positions and job applications but not edit or delete them.
  • Field level security You can restrict access to certain fields, even if a user has access to the object. For example, you can make the salary field in a position object invisible to interviewers but visible to hiring managers and recruiters.
  • Record level security You can allow particular users to view an object, but then restrict the individual object records they’re allowed to see. For example, an interviewer can see and edit her own reviews, but not the reviews of other interviewers. You can manage record-level access in these four ways.
  • Organization-wide defaults
  • Role hierarchies
  • Sharing rules
  • Manual sharing

35.What are Organization-wide defaults?

Ans:

Organization Wide Defaults(OWD) in salesforce is the baseline level of access that the most restricted user should have. Organizational Wide Defaults are used to restrict access. You grant access through other means like(sharing rules, Role Hierarchy, Sales Teams and Account teams, manual sharing, Apex Sharing ). In simple words Organization Wide Defaults(OWD) specify the default level of access users have to each other’s records.

36.What is role hierarchy?

Ans:

It gives 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.

37.What is the difference between a Role and Profile?

Ans:

  • 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.

38.What are Sharing Rules?

Ans:

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.

39.What is Manual sharing?

Ans:

It allows owners of particular records to share them with other users. Although manual sharing isn’t automated like org-wide sharing settings, role hierarchies, or sharing rules, it can be useful in some situations, such as when a recruiter going on vacation needs to temporarily assign ownership of a job application to someone else.

40.What is Profile?

Ans:

Each user has a single profile that controls which data and features that user has access to. A profile is a collection of settings and permissions. Profile settings determine which data the user can see, and permissions determine what the user can do with that data.

  • The settings in a user’s profile determine whether she can see a particular app, tab, field, or record type.
  • The permissions in a user’s profile determine whether she can create or edit records of a given type, run reports, and customize the app.

Profiles usually match up with a user’s job function (for example, system administrator, recruiter, or hiring manager), but you can have profiles for anything that makes sense for your Salesforce org. A profile can be assigned to many users, but a user can have only one profile at a time.

41.What are standard profiles?

Ans:

  • Read Only
  • Standard User
  • Marketing User
  • Contract Manager
  • System Administrator

42.What is Permission Set?

Ans:

A permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles.

Permission sets make it easy to grant access to the various apps and custom objects in your org, and to take away access when it’s no longer needed.

Users can have only one profile, but they can have multiple permission sets.

43.What is “View all” and “Modify all” permission?

Ans:

View all and Modify all permissions are usually given to system administrators. When you grant “View All” or “Modify All” for an object on a profile or permission set, you grant any associated users access to all records of that object regardless of the sharing and security settings.

In essence, the “View All” and “Modify All” permissions ignore the sharing model, role hierarchy, and sharing rules that the “Create,” “Read,” “Edit,” and “Delete” permissions respect. Furthermore, “Modify All” also gives a user the ability to mass transfer, mass update, and mass delete records of that specific object, and approve such records even if the user is not a designated approver.

These tasks are typically reserved for administrators, but because “View All” and “Modify All” let us selectively override the system, responsibilities that are usually reserved for the administrator can be delegated to other users in a highly controlled fashion.

44.Is it possible to restrict permission for users using a permission set?

Ans:

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

45.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?

Ans:

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

For more details about security questions for Salesforce admin interview questions, refer to my previous post Salesforce security interview questions

46.What are Salesforce Reports?

Ans:

A Report is a set of records displayed in the form of rows and columns.

Reports data can be filtered, grouped, and displayed graphically as a chart. Reports are stored in Folder – which controls who has access.

47.What are the different Report Formats?

Ans:

Tabular Reports, Summary Reports, Matrix Reports, Joined Reports.

48.What is a Tabular Report?

Ans:

It is the simplest and fastest report format. It displays the rows as records and fields are listed as columns just like a spreadsheet. It supports sorting of records.

49.What is a Summary Report?

Ans:

This report allows the user to group rows of data, summarize the field value which also supports sorting and display subtotals.

50.What is the Matrix Report?

Ans:

In this report, records are summarized in a grid format. It allows the records to be grouped by both columns and rows.

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51.What is a Joined Report?

Ans:

In this type of report, users can create multiple report blocks that provide different different views of your data. In this format of report, we organize the data in the form of blocks. You can add up to 5 blocks in a single report. Each block is defined as a Sub-report(Report Type). It can have its own field, columns, sorting and filtering.

52.What is Conditional Highlighting in Salesforce report?

Ans:

Conditional Highlighting is a powerful way to show values in report within given limits. Using Conditional Highlighting, We can specify colours for different ranges of values in reports.

53.What is Bucket Field?

Ans:

Bucketing lets you quickly categorize report records, without having to create a formula or a custom field.

54.Which field type does Bucketing field support?

Ans:

It supports the field type of Picklist, Number, Text.

55.What are Dashboards?

Ans:

Salesforce Dashboard is the visual representation of snapshots that are generated from Salesforce reports data. Using Salesforce Dashboard components, you can convert business requirements in Graphical representation using Sales force reports. Like reports, Dashboards are also stored in Folders.

56.What are the different Dashboard Components?

Ans:

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

57.What is Workflow?

Ans:

Workflow rules are the automated process used in business process to send Email Alerts, Assign a Task, Update a field on rule criteria or action based criteria requirements.

58.What are the types of Workflow actions?

Ans:

  • Task – Assign a Task
  • Email Alert: Send an Email.
  • Field update: Update a Field.
  • Outbound Message: Send an Outbound Message to the External System.

59.What is Time-dependent Workflow?

Ans:

The workflow that are scheduled to happen at a later time.

60.What is the Approval Process?

Ans:

Approval Process are used in the business process to Approve or Reject the record.

It involves Approval or Rejection of records, where one person creates the record and submits that record for Approval.

61.What are Assignment Rules?

Ans:

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

62.What are Queues?

Ans:

Queues allow the group of users to manage a shared workload more efficiently. It prioritizes your support team’s workload by creating lists from which specific agents can jump in to solve certain types of cases.

63.What are Auto-Response Rules?

Ans:

Auto Response Rules Automatically send personalized email templates for new cases and new leads from your website.

64.What are Escalation Rules?

Ans:

Escalation Rules ,  Automatically escalate cases to the right people when the cases aren’t solved by a certain time.

65.What is Chatter in Salesforce?

Ans:

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

66.What is TAB in Salesforce?

Ans:

Salesforce.com provides a list of tabs and are placed in the Tab menu. To access data of an object’s Tabs are used. Tabs in Salesforce are three types.

    1. 1.Custom Tabs.
    2. 2.Visualforce Tabs.
    3. 3.Web Tabs.

67.List examples of custom field types?

Ans:

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.

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

Ans:

  • Standard fields for custom objects store the information about  created by, modified by, currency, Name, owner and Division. These are the standard fields in Salesforce.com.
  • Custom fields for custom objects store unique data or information about an organization.

69.How many custom fields can I create in an object?

Ans:

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

70.What are the standard profiles available in Salesforce.com?

Ans:

In salesforce we have 6 standard profiles.

    1. 1.Standard user.
    2. 2.Solution manager.
    3. 3.Marketing User.
    4. 4.Read only.
    5. 5.System administrator.
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71.How can you use the term “Transfer Record” in profile?

Ans:

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

72.Tell me about  Company Profile?

Ans:

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.

73.How to get a security token in Salesforce.com?

Ans:

To get a security token in salesforce.com go to 

  • your name=>Personal=>Reset my Security token.

74.What is a Fiscal Year in Salesforce?

Ans:

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

    1. 1.Standard fiscal year :- To change the starting month of the fiscal year this type is used.
    2. 2.Custom fiscal year :- We can set custom fiscal year dates like quarters, weeks.

75.What is a dependent picklist?

Ans:

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

76.What is Page Layout and Record Types?

Ans:

  • 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.

77.How to delete users from Salesforce?

Ans:

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

78.How to freeze users in salesforce.com?

Ans:

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.

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

Ans:

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

    1. 1.Attachments.
    2. 2.Documents.
    3. 3.Google drive.
    4. 4.Libraries.
    5. 5.Chatter Files.

80.What are Static Resources?

Ans:

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

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

Ans:

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.

82.Which fields are  Indexed by default in Salesforce?

Ans:

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

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

Ans:

Formula fields.

84.What is a Role and Role Hierarchy?

Ans:

Salesforce uses role hierarchy to automatically 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.

85.What is Access at the Role Level?

Ans:

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

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

Ans:

    1. 1.Account sharing Rule.
    2. 2.Contact Sharing Rule.
    3. 3.Case Sharing Rule.
    4. 4.Opportunity sharing Rule.
    5. 5.Lead Sharing Rule.
    6. 6.Custom Object sharing Rule.

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

Ans:

Records can be shared in 5 types they are

    1. 1.Role Hierarchy.
    2. 2.Organization Wide Defaults.
    3. 3.Manual Sharing.
    4. 4.Criteria Based Sharing Rules.
    5. 5.Apex Sharing.

88.Best Practices of Creating Contact Sharing Rules?

Ans:

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

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

Ans:

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

    1. 1.Master-Detail relationship.
    2. 2.Look-up Relationship.
    3. 3.May-Many Relationship.
    4. 4.Hierarchy Relationship (we can not use this relationship).

90.What is a “Look-up Relationship”?

Ans:

  • No parent is required.
  • Relationships are optional.
  • No impact on Security.
  • Roll-Up summary fields cannot be available.
  • 25 look-up relationships can be created to one Object.

91.What is “Master-Detail Relationship”?

Ans:

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

  • Child record must have an 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 an Object.
  • Records can be reparented.

92.What is a “Self Relationship”?

Ans:

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

93.What is Roll-up summary?

Ans:

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

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

Ans:

    1. 1.Roll-Up Summary field can be created only in an object which is referred to as an object with a master detail relationship field.
    2. 2.Roll-Up Summary field can only be created for Master-detail Relationship.
    3. 3.Roll-Up Summary field can not be  created for Look-up Relationship.
    4. 4.It Derives the data from child Objects.
    5. 5.We can’t change the field type of a field that we reference in a roll-up summary field.
    6. 6.Auto numbers are not available here.
    7. 7.Roll-Up Summary fields are not available for mapping lead fields of converted fields.

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

Ans:

  • 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.

96.What is Many-Many Relationship in Salesforce ?

Ans:

  • Many-Many Relationships between two objects can be created.
  • Junction Object is used to create Many-Many Relationships.
  • Junction objects can also be called as Join Objects.
  • Junction Object links each object in Many-Many Relationship.

97.What is a Junction Object?

Ans:

In salesforce, Junction Objects 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.

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

Ans:

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

99.Can we convert the lookup relationship to Master Detail relationship? If so How can we convert?

Ans:

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

100.Can we create Master Detail relationships on existing records?

Ans:

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

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

Ans:

No. we can not create master detail relationship first create lookup relationship and associate look fields for every parent record and then convert this to Master detail relationship.

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