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Salesforce Admin Interview Questions

Salesforce Admin Interview Questions

Prepare for your Salesforce Admin interview with our extensive collection of 100 interview questions. This comprehensive list covers a wide range of topics, including Salesforce administration, configuration, data management, security, automation, and more. Equip yourself with the knowledge and insights needed to excel in your interview and demonstrate your proficiency as a Salesforce Admin. Boost your confidence and showcase your skills with this valuable resource designed to help you succeed in your Salesforce Admin interview.

  • What is Salesforce and what are its key features?

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, service, marketing, and other customer-related activities. Its key features include contact and lead management, opportunity tracking, workflow automation, analytics and reporting, and integration capabilities.

 

  • What is the difference between a profile and a role in Salesforce?

In Salesforce, a profile controls object-level and field-level permissions, while a role controls record-level access. Profiles determine what users can do with the data and features in Salesforce, while roles determine which records they can access and how they can interact with them.

 

  • What is the role of a Salesforce Administrator?

A Salesforce Administrator is responsible for managing and maintaining the Salesforce CRM platform within an organization. Their role includes user management, security configuration, data management, customization, workflow automation, report generation, and overall system maintenance.

 

  • How do you create a new user in Salesforce?

To create a new user in Salesforce, go to Setup, navigate to Users, and click on New User. Fill in the required information such as name, email, username, and assign a profile and role to the user. Save the record to create the new user.

 

  • What are the different types of custom objects in Salesforce?

In Salesforce, the different types of custom objects include Standard Custom Objects (e.g., Account, Contact), Custom Objects (created by the organization), External Objects (mapping to external data sources), and Platform Events (to publish and subscribe to events).

 

  • How do you create a custom object in Salesforce?

To create a custom object in Salesforce, go to Setup, navigate to Object Manager, and click on Create. Choose the type of custom object, provide the necessary details like object name, label, and plural label, define fields, and set up related lists, page layouts, and other customizations.

 

  • What is the difference between a lookup relationship and a master-detail relationship?

A lookup relationship establishes a loose association between two objects, where the child object can exist without the parent object. In contrast, a master-detail relationship creates a tight dependency between two objects, where the child object cannot exist without the parent object and inherits security and deletion behavior from the parent.

 

  • What is the purpose of the Salesforce AppExchange?

The Salesforce AppExchange is an online marketplace where users can find and install pre-built applications (both free and paid) that extend the functionality of Salesforce. It offers a wide range of apps, components, and solutions developed by Salesforce partners and third-party vendors.

 

  • What is a workflow rule in Salesforce?

A workflow rule in Salesforce is an automated process that standardizes and streamlines business processes by defining a set of criteria and associated actions. It triggers actions like sending email alerts, updating field values, creating tasks, or outbound messages based on specified conditions.

 

  • How do you create a workflow rule in Salesforce?

To create a workflow rule in Salesforce, go to Setup, navigate to Workflow Rules, and click on New Rule. Define the object, criteria, and associated actions for the rule. Activate the rule to make it operational.

 

  • What are validation rules in Salesforce?

Validation rules in Salesforce are used to enforce data quality and integrity by specifying criteria that records must meet before they can be saved. They help in validating user input and ensuring that data adheres to specific business rules and requirements.

 

  • How do you create a validation rule in Salesforce?

To create a validation rule in Salesforce, go to Setup, navigate to Object Manager, select the object for which you want to create the rule, and click on Validation Rules. Click on New Rule, provide a name and description, define the rule criteria and error message, and save the rule.

 

  • What is the difference between a formula field and a roll-up summary field?

A formula field is a calculated field that displays the result of a formula expression based on other field values or system information. It is read-only and does not store data. On the other hand, a roll-up summary field calculates values from related child records and stores the aggregated result on a parent record.

 

  • What is a process builder in Salesforce and how does it work?

Process Builder is a visual tool in Salesforce that allows administrators to automate business processes by defining a series of criteria and actions. It provides a graphical interface to create and manage complex workflows and process flows without writing code. It works by evaluating records and executing the specified actions based on the defined criteria.

 

  • How do you create a process builder in Salesforce?

To create a process builder in Salesforce, go to Setup, navigate to Process Builder, and click on New. Define the object, criteria, and actions for the process builder. Activate the process to start automating the business process.

 

  • What is a trigger in Salesforce?

A trigger in Salesforce is a piece of Apex code that executes before or after specified database events, such as insert, update, or delete operations on records. Triggers enable developers to customize and extend the standard functionality of Salesforce by executing custom logic and operations.

 

  • What are the different types of sandboxes in Salesforce?

Salesforce provides different types of sandboxes for development, testing, and training purposes. The types include Full Sandboxes (replicate all data and metadata from the production environment), Developer Sandboxes (copy of production metadata and a subset of data), Developer Pro Sandboxes (metadata only), and Partial Copy Sandboxes (replicate a subset of production data and metadata).

 

  • How do you create a new custom report type in Salesforce?

To create a new custom report type in Salesforce, go to Setup, navigate to Object Manager, select the primary object for the report type, and click on Report Types. Click on New Custom Report Type, define the relationship with other objects, and specify the report type details. Save the custom report type.

 

  • What is the difference between a report and a dashboard in Salesforce?

A report in Salesforce is a tabular or summary view of data based on specified criteria and filters. It presents data in a structured format, allowing users to analyze and visualize information. In contrast, a dashboard is a graphical representation of multiple reports and other components, providing a consolidated view of data through charts, tables, and metrics.

 

  • How do you create a new dashboard in Salesforce?

To create a new dashboard in Salesforce, go to the Dashboards tab, click on New Dashboard, and select the report type or source for the dashboard. Choose the components, specify the layout, and define the filters and refresh settings. Save the dashboard.

 

  • What is the difference between a standard object and a custom object in Salesforce?

Standard objects in Salesforce are pre-built objects that come with the platform, such as Account, Contact, Opportunity, and Case. They provide standard functionality and can be customized to some extent. Custom objects, on the other hand, are objects created by the organization to store specific information and meet unique business requirements.

 

  • How do you create a new record type in Salesforce?

To create a new record type in Salesforce, go to the Object Manager, select the object for which you want to create the record type, and click on Record Types. Click on New Record Type, provide the necessary details like name, description, and assign it to profiles. Configure the record type settings and save it.

 

  • What is the purpose of the Data Loader in Salesforce?

The Data Loader is a Salesforce tool used for importing, updating, and deleting large volumes of data in Salesforce. It allows users to load data from external sources, such as CSV files or databases, into Salesforce objects, and also perform data extraction from Salesforce objects.

 

  • How do you import data using the Data Loader in Salesforce?

To import data using the Data Loader in Salesforce, install and open the Data Loader application. Log in with your Salesforce credentials, choose the operation (insert, update, or delete), map the CSV file columns to Salesforce object fields, and run the data import process.

 

  • What is the difference between a standard report and a custom report in Salesforce?

A standard report in Salesforce is a pre-built report template provided by the platform, focusing on common use cases and standard objects. Custom reports, on the other hand, are reports created by users based on specific criteria and requirements, leveraging custom objects and fields.

 

  • How do you create a new custom report in Salesforce?

To create a new custom report in Salesforce, go to the Reports tab, click on New Report, select the report type or source, and choose the desired report format (tabular, summary, matrix, etc.). Define the report criteria, add filters, and customize the report columns and sorting. Save the report.

 

  • What is the difference between a public group and a queue in Salesforce?

A public group in Salesforce is a collection of users, roles, or other public groups used for assigning record ownership or sharing access to records and resources. A queue, on the other hand, is used for distributing work items or cases among a group of users, facilitating collaborative work and shared ownership.

 

  • How do you create a public group in Salesforce?

To create a public group in Salesforce, go to Setup, navigate to Public Groups, and click on New Group. Provide a name, description, and select the group members. Save the group to create it.

 

  • What is the difference between a profile and a permission set in Salesforce?

A profile in Salesforce is a collection of settings and permissions that define what a user can do in the system. It controls object-level and field-level permissions. A permission set, on the other hand, is a way to grant additional permissions to a user or a group of users, beyond what is defined in their profile.

 

  • How do you create a permission set in Salesforce?

To create a permission set in Salesforce, go to Setup, navigate to Permission Sets, and click on New Permission Set. Provide a name, description, and define the necessary permissions and settings. Assign the permission set to users or profiles as needed.

 

  • What is the difference between a sharing rule and a manual sharing in Salesforce?

A sharing rule in Salesforce is a declarative mechanism used to extend access to records based on specified criteria. It automatically shares records with users or groups. Manual sharing, on the other hand, is a manual process performed by users with appropriate permissions to manually share individual records with other users or groups.

 

  • How do you create a sharing rule in Salesforce?

To create a sharing rule in Salesforce, go to the Object Manager, select the object for which you want to create the sharing rule, and click on Sharing Settings. Define the sharing rule criteria, specify the access level, and choose the groups or roles to share records with. Save the sharing rule.

 

  • What is the difference between a role hierarchy and a role in Salesforce?

A role hierarchy in Salesforce defines the hierarchical relationship between roles, enabling record access and visibility based on the role hierarchy. A role represents a level of data access and determines the records a user can view and edit based on their position in the hierarchy.

 

  • How do you create a role hierarchy in Salesforce?

To create a role hierarchy in Salesforce, go to Setup, navigate to Roles, and click on Add Role. Provide a name for the new role and select its parent role. Repeat this process to create additional roles and define the hierarchical relationship among them.

 

  • What is the difference between a profile and a permission set license in Salesforce?

A profile in Salesforce is a collection of settings and permissions that control a user's access and functionality within the system. A permission set license, on the other hand, determines which permission sets a user can be assigned. It grants access to specific features and functionalities beyond what is provided by the profile.

 

  • How do you create a custom tab in Salesforce?

To create a custom tab in Salesforce, go to Setup, navigate to Object Manager, select the object for which you want to create the tab, and click on Tabs. Click on New Tab, specify the tab details like label and tab style, and choose the tab visibility settings. Save the custom tab.

 

  • What is the purpose of the Salesforce App Launcher?

The Salesforce App Launcher is a centralized hub that provides users with quick access to various Salesforce apps, tools, and resources. It simplifies the navigation experience by organizing and categorizing available apps, making it easier for users to switch between different functionalities and features.

 

  • What is the difference between a managed package and an unmanaged package in Salesforce?

A managed package in Salesforce is a collection of components, such as objects, fields, and code, developed by a third-party vendor or partner. It is intended for distribution and can be upgraded and maintained by the package publisher. An unmanaged package, on the other hand, is a collection of components developed by an organization for internal use and cannot be upgraded or maintained by others.

 

  • How do you create a custom report type in Salesforce?

To create a custom report type in Salesforce, go to Setup, navigate to Object Manager, select the primary object for the report type, and click on Report Types. Click on New Custom Report Type, define the relationship with other objects, and specify the report type details. Save the custom report type.

 

  • What is the difference between a global action and an object-specific action in Salesforce?

A global action in Salesforce is an action that can be accessed from any context or object, providing users with a consistent way to perform a specific task or create a record. An object-specific action, on the other hand, is tied to a specific object and appears in the object's detail page or related lists, allowing users to perform actions directly related to that object.

 

  • How do you create a global action in Salesforce?

To create a global action in Salesforce, go to Setup, navigate to Object Manager, select the object on which you want to create the action, and click on Buttons, Links, and Actions. Click on New Action, select the action type (e.g., Create a Record, Log a Call), and provide the necessary details and configurations. Save the global action.

 

  • What is the difference between a sharing set and a manual sharing in Salesforce?

A sharing set in Salesforce is used to extend access to records based on specified criteria. It is similar to a sharing rule but applies to specific record types or based on field values. Manual sharing, on the other hand, is a manual process performed by users to manually share individual records with other users or groups.

 

  • How do you create a sharing set in Salesforce?

To create a sharing set in Salesforce, go to the Object Manager, select the object for which you want to create the sharing set, and click on Sharing Settings. Click on New Sharing Set, define the sharing set criteria, specify the access level, and choose the groups or roles to share records with. Save the sharing set.

 

  • What is the difference between a public group and a role in Salesforce?

A public group in Salesforce is a collection of users, roles, or other public groups used for assigning record ownership or sharing access to records and resources. A role, on the other hand, represents a level of data access and determines the records a user can view and edit based on their position in the hierarchy.

 

  • How do you create a public group in Salesforce?

To create a public group in Salesforce, go to Setup, navigate to Public Groups, and click on New Group. Provide a name, description, and select the group members. Save the group to create it.

 

  • What is the difference between a sandbox and a production environment in Salesforce?

A sandbox environment in Salesforce is a copy of the production environment used for development, testing, and training purposes. It allows administrators and developers to make changes, build and test new functionalities without affecting the live production data and configuration. The production environment, on the other hand, is the live, operational instance of Salesforce that houses the actual data and configuration used by the organization.

 

  • How do you create a workflow rule in Salesforce?

To create a workflow rule in Salesforce, go to Setup, navigate to Workflow Rules, and click on New Rule. Define the object, criteria, and associated actions for the rule. Activate the rule to make it operational.

 

  • What is the difference between a standard object and a custom object in Salesforce?

A standard object in Salesforce is a pre-built object provided by the platform, such as Account, Contact, Opportunity, and Case. It comes with standard functionality and can be customized to some extent. A custom object, on the other hand, is an object created by the organization to store specific information and meet unique business requirements.

 

  • How do you create a custom object in Salesforce?

To create a custom object in Salesforce, go to Setup, navigate to Object Manager, and click on Create. Choose the type of custom object, provide the necessary details like object name, label, and plural label, define fields, and set up related lists, page layouts, and other customizations.

 

  • What is the difference between a lookup relationship and a master-detail relationship in Salesforce?

A lookup relationship in Salesforce establishes a loose association between two objects, where the child object can exist without the parent object. In contrast, a master-detail relationship creates a tight dependency between two objects, where the child object cannot exist without the parent object and inherits security and deletion behavior from the parent.

  • What is a validation rule in Salesforce?

A validation rule is a business logic that enforces data integrity by ensuring that certain criteria are met before a record is saved. It checks the values entered by users against predefined conditions and displays an error message if the criteria are not satisfied.

 

  • How do you create a validation rule in Salesforce?

To create a validation rule in Salesforce, go to Setup, navigate to Object Manager, select the object for which you want to create the rule, and click on Validation Rules. Click on New Rule, define the criteria using a formula, and specify the error message to be displayed. Save the validation rule.

 

  • What is the difference between a lookup field and a master-detail field in Salesforce?

A lookup field in Salesforce creates a relationship between two objects, allowing users to associate a record from one object with a record from another object. A master-detail field, on the other hand, creates a parent-child relationship between two objects, where the child object is dependent on the parent object and inherits certain behaviors and permissions.

 

  • How do you create a lookup field in Salesforce?

To create a lookup field in Salesforce, go to Setup, navigate to Object Manager, select the object on which you want to create the lookup field, and click on Fields & Relationships. Click on New and choose the lookup field type. Define the relationship with the parent object and specify the field properties. Save the lookup field.

 

  • What is the difference between a standard field and a custom field in Salesforce?

A standard field in Salesforce is a pre-defined field provided by the platform, such as Name, Email, Phone, and Address. A custom field, on the other hand, is a field created by the organization to capture specific information and meet unique business requirements.

 

  • How do you create a custom field in Salesforce?

To create a custom field in Salesforce, go to Setup, navigate to Object Manager, select the object on which you want to create the field, and click on Fields & Relationships. Click on New and choose the field type that suits your data requirement. Provide the necessary field details, such as field label and data type. Save the custom field.

 

  • What is a picklist field in Salesforce?

A picklist field in Salesforce allows users to select a value from a predefined list of options. It ensures data consistency by limiting the available choices and preventing users from entering invalid or inconsistent data.

 

  • How do you create a picklist field in Salesforce?

To create a picklist field in Salesforce, go to Setup, navigate to Object Manager, select the object on which you want to create the field, and click on Fields & Relationships. Click on New and choose the picklist field type. Define the picklist values and specify other field properties. Save the picklist field.

 

  • What is a sharing rule in Salesforce?

A sharing rule in Salesforce is a rule that extends record access to specific users or groups based on defined criteria. It allows administrators to share records with users who would not normally have access based on their role or organization-wide default settings.

 

  • How do you create a sharing rule in Salesforce?

To create a sharing rule in Salesforce, go to Setup, navigate to Object Manager, select the object for which you want to create the sharing rule, and click on Sharing Settings. Click on New Sharing Rule, define the rule criteria, specify the groups or roles to share records with, and set the access level. Save the sharing rule.

 

  • What is a roll-up summary field in Salesforce?

A roll-up summary field in Salesforce is a field that displays the calculated value of a summary from child records on a parent record. It allows you to perform calculations such as sum, count, min, max, and average on related records and display the result on the parent record.

 

  • How do you create a roll-up summary field in Salesforce?

To create a roll-up summary field in Salesforce, go to Setup, navigate to Object Manager, select the parent object on which you want to create the field, and click on Fields & Relationships. Click on New and choose the roll-up summary field type. Define the summary calculation, select the child object, specify the summary field, and set the filtering criteria. Save the roll-up summary field.

 

  • What is an approval process in Salesforce?

An approval process in Salesforce automates the review and approval of records based on specified criteria. It allows organizations to define custom approval steps, assign approvers, set approval criteria, and track the progress of approval requests.

 

  • How do you create an approval process in Salesforce?

To create an approval process in Salesforce, go to Setup, navigate to Object Manager, select the object for which you want to create the approval process, and click on Approval Processes. Click on New Approval Process, define the process criteria, specify the approval steps and approvers, set the entry criteria, and configure email notifications. Save the approval process.

 

  • What is the difference between a profile and a permission set in Salesforce?

A profile in Salesforce is a collection of settings and permissions that define what users can do within the organization. It is assigned to users based on their role or job function. A permission set, on the other hand, is a collection of settings and permissions that can be assigned to individual users or groups to grant additional access beyond what is defined in their profiles.

 

  • How do you create a profile in Salesforce?

To create a profile in Salesforce, go to Setup, navigate to Profiles, and click on New Profile. Provide the necessary details, such as profile name and user license. Customize the settings and permissions based on the user's role and requirements. Save the profile.

 

  • How do you create a permission set in Salesforce?

To create a permission set in Salesforce, go to Setup, navigate to Permission Sets, and click on New. Provide the necessary details, such as permission set label and license. Customize the settings and permissions based on the user's additional access requirements. Save the permission set.

 

  • What is a data loader in Salesforce?

A data loader in Salesforce is a tool used to import, export, and update data in Salesforce. It provides a user interface and a command-line interface to interact with Salesforce data using CSV files or database connections.

 

  • How do you use the data loader in Salesforce?

To use the data loader in Salesforce, download and install the Data Loader application. Launch the application and log in with your Salesforce credentials. Select the operation (insert, update, upsert, delete, or export), specify the data source, map the fields, and perform the data operation. Review the results and log files for any errors or success messages.

 

  • What is the difference between a workflow rule and a process builder in Salesforce?

A workflow rule in Salesforce is a declarative tool used to automate standard internal procedures and processes based on defined criteria. It allows you to set up rule criteria, immediate or time-based actions, and email alerts. A process builder, on the other hand, provides a more advanced visual interface to automate complex business processes by defining a series of if-then statements and actions.

 

  • How do you enable field history tracking in Salesforce?

To enable field history tracking in Salesforce, go to Setup, navigate to Object Manager, select the object for which you want to enable field history tracking, and click on Fields & Relationships. Click on Set History Tracking, select the fields you want to track, and save the changes.

 

  • What is the difference between a standard report and a custom report in Salesforce?

A standard report in Salesforce is a pre-built report provided by the platform, designed to address common reporting needs. A custom report, on the other hand, is a report created by users to meet their specific reporting requirements by selecting the fields, filters, and formatting options.

 

  • How do you create a custom report in Salesforce?

To create a custom report in Salesforce, go to the Reports tab, click on New Report, and select the desired report type. Customize the report by adding fields, applying filters, grouping data, and selecting the report format. Save and run the report.

 

  • What is a dashboard in Salesforce?

A dashboard in Salesforce is a visual representation of key metrics and performance indicators. It allows users to monitor real-time data and track progress towards goals using charts, graphs, and tables.

 

  • How do you create a dashboard in Salesforce?

To create a dashboard in Salesforce, go to the Dashboards tab, click on New Dashboard, and select the source report or create a new report. Customize the dashboard by adding components, choosing the desired chart types, and configuring the layout. Save and share the dashboard with relevant users.

 

  • What is the difference between a public group and a queue in Salesforce?

A public group in Salesforce is a group of users who share common access to records, folders, or other resources. It simplifies the process of granting access to multiple users at once. A queue, on the other hand, is a group used for assigning ownership of records or cases to a group of users who then work on them on a first-come, first-served basis.

 

  • How do you create a public group in Salesforce?

To create a public group in Salesforce, go to Setup, navigate to Public Groups, and click on New Group. Provide the necessary details, such as group name and description. Add the desired users or roles to the group. Save the public group.

 

  • How do you create a queue in Salesforce?

To create a queue in Salesforce, go to Setup, navigate to Queues, and click on New Queue. Provide the necessary details, such as queue name and email address. Add the desired users or public groups to the queue. Save the queue.

 

  • What is a custom label in Salesforce?

A custom label in Salesforce is a text value that can be used in formulas, Visualforce pages, Apex code, and other areas of the application. It allows for the easy localization and customization of static text used throughout the organization.

 

  • How do you create a custom label in Salesforce?

To create a custom label in Salesforce, go to Setup, navigate to Custom Labels, and click on New Custom Label. Provide the label name, value, and description. Save the custom label.

 

  • What is a custom setting in Salesforce?

A custom setting in Salesforce is a customizable, hierarchical data structure that allows you to store custom data for your organization. It can be used to create custom configuration settings, constants, or data that needs to be shared across the organization.

 

  • How do you create a custom setting in Salesforce?

To create a custom setting in Salesforce, go to Setup, navigate to Custom Settings, and click on New Custom Setting. Provide the necessary details, such as custom setting name and data type. Define the custom fields and values. Save the custom setting.

 

  • What is a sandbox in Salesforce?

A sandbox in Salesforce is a copy of the production environment used for development, testing, and training purposes. It allows administrators and developers to make changes and test new functionality without impacting the live production environment.

 

  • What are the types of sandboxes available in Salesforce?

The types of sandboxes available in Salesforce are Full Sandbox, Partial Copy Sandbox, Developer Sandbox, and Developer Pro Sandbox. Each type has different features and limitations, such as data size, storage, and refresh frequency.

 

  • How do you create a sandbox in Salesforce?

To create a sandbox in Salesforce, go to Setup, navigate to Sandboxes, and click on New Sandbox. Select the desired sandbox type, specify the configuration details, and initiate the creation process. The creation time may vary depending on the sandbox type.

 

  • What is the difference between a trigger and a workflow rule in Salesforce?

A trigger in Salesforce is a piece of Apex code that executes before or after specific database events, such as insert, update, or delete operations. It allows for complex business logic and customization. A workflow rule, on the other hand, is a declarative tool used to automate simple internal procedures and processes based on defined criteria.

 

  • How do you create a trigger in Salesforce?

To create a trigger in Salesforce, go to Setup, navigate to Apex Triggers, and click on New Trigger. Select the object on which you want to create the trigger, provide the trigger name, and define the trigger code using Apex programming language. Save the trigger.

 

  • What is the difference between a sharing rule and manual sharing in Salesforce?

A sharing rule in Salesforce is a rule that extends record access to specific users or groups based on defined criteria. It automatically shares records with users who would not normally have access based on their role or organization-wide default settings. Manual sharing, on the other hand, allows users with appropriate permissions to manually share individual records with specific users or groups.

 

  • How do you enable manual sharing for an object in Salesforce?

To enable manual sharing for an object in Salesforce, go to Setup, navigate to Object Manager, select the object for which you want to enable manual sharing, and click on Sharing Settings. Check the "Allow manual sharing" option. Save the changes.

 

  • What is the difference between a standard controller and a custom controller in Salesforce?

A standard controller in Salesforce is a pre-built controller provided by the platform that allows developers to create Visualforce pages for standard objects, such as accounts or contacts. A custom controller, on the other hand, is a controller created by developers to provide custom functionality and processing logic for Visualforce pages.

 

  • How do you create a custom controller in Salesforce?

To create a custom controller in Salesforce, create an Apex class that acts as the controller for the Visualforce page. The class should be defined with the "public" or "global" access modifier and should implement the "ApexPages.StandardController" interface or a custom controller interface. Write the desired methods and logic in the class to handle user interactions and process data.

 

  • What is the difference between a managed package and an unmanaged package in Salesforce?

A managed package in Salesforce is a collection of customizable and deployable components that are created by a developer or ISV (Independent Software Vendor). It allows developers to distribute and sell their applications on the Salesforce AppExchange. An unmanaged package, on the other hand, is a collection of components that can be distributed but not protected or upgraded.

 

  • How do you create a report type in Salesforce?

To create a report type in Salesforce, go to Setup, navigate to Object Manager, select the object for which you want to create the report type, and click on Report Types. Click on New Custom Report Type, specify the primary object and relationships, define the report type properties, and save the report type.

 

  • What is the difference between a record type and a page layout in Salesforce?

A record type in Salesforce is a way to group records based on specific criteria and define different sets of picklist values, business processes, and page layouts for each group. A page layout, on the other hand, is the visual representation of fields, related lists, and sections on a record detail page.

 

  • How do you create a record type in Salesforce?

To create a record type in Salesforce, go to Setup, navigate to Object Manager, select the object for which you want to create the record type, and click on Record Types. Click on New, provide the necessary details, such as record type name and description, define the picklist values and page layouts, and save the record type.

 

  • What is the difference between a custom report type and a joined report in Salesforce?

A custom report type in Salesforce allows you to define a relationship between objects and specify which fields and records are available in a report. It provides a single, tabular view of the data. A joined report, on the other hand, allows you to combine multiple report blocks, each based on a different report type, into a single report.

 

  • How do you create a joined report in Salesforce?

To create a joined report in Salesforce, go to the Reports tab, click on New Report, and select the Joined Report report type. Add report blocks by selecting the desired report types, define the block criteria, and customize the report layout. Save and run the joined report.

 

  • What is the difference between a trigger.new and trigger.newMap in Salesforce?

In a trigger context, "trigger.new" represents the new versions of the sObject records that are being processed. It is an array-like structure. "trigger.newMap," on the other hand, represents the new versions of the sObject records that are being processed as a map, where the keys are record IDs and the values are the records themselves.

 

  • What is the difference between a lookup relationship and a master-detail relationship in Salesforce?

A lookup relationship in Salesforce allows you to associate a record from one object with a record from another object. It is a loosely coupled relationship, where the child record can exist independently of the parent record. A master-detail relationship, on the other hand, creates a parent-child relationship between two objects, where the child object is dependent on the parent object and inherits certain behaviors and permissions.

 

  • How do you create a master-detail relationship in Salesforce?

To create a master-detail relationship in Salesforce, go to Setup, navigate to Object Manager, select the object on which you want to create the relationship, and click on Fields & Relationships. Click on New and choose the master-detail field type. Define the relationship with the parent object, specify the field properties, and set the security and cascading behavior. Save the master-detail relationship.

 

Please note that these questions and answers are for reference purposes and may vary depending on the specific organization's requirements and Salesforce version being used. It's always recommended to study and prepare based on the job description and the company you're interviewing with.

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