Here are some key admin concepts for your interview prep. Review all admin interview questions to successfully navigate your technical interview. š
1. Do You Know How Salesforce works?
Salesforce is a cloud-based CRM platform assisting businesses in managing customer interactions, sales, marketing, and customer service functions.
Salesforce operates by storing customer and business data in the cloud, enabling users to access it from anywhere, at any time, on any device with an internet connection. This ensures data security and regular backups.
2. What is Multitenant Architecture?
Multitenancy is a software architecture where a single software application instance serves multiple customers, keeping their data separate. Salesforce uses a multitenant approach.
3. What is Object, Field, records in Salesforce?
DatabaseĀ tables as objects,
DatabaseĀ columns as fields,
DatabaseĀ rows as records.
More Info here
4. Types of Relationships in Salesforce?
- Master-Detail Relationship
- Lookup Relationship
- Many-to-Many Relationship
- Hierarchical Relationship
- External Lookup Relationship
5. Difference between Master-details and Lookup relationship
Master-Detail Relationship:
- A tightly coupled relationship where the child record requires a parent record.
- The parent object manages the relationship; changes to the parent affect the child records.
- Deleting the parent record also deletes related child records.
- The child’s security and sharing settings are inherited from the parent record.
Lookup Relationship:
- A loosely coupled relationship where the child record can exist independently of the parent record.
- Established by creating a lookup field on the child object that references the parent object.
- The child object can have multiple lookup fields, and sharing/security settings are independent.
- Deleting the parent record does not affect the child record.
In summary, a Master-Detail relationship is stricter and more dependent, while a Lookup relationship is more flexible and independent.
6. Use of page layout in Salesforce
Page layout in Salesforce customizes the user interface of your Salesforce org.
7. Why we are using quick action in Salesforce?
It allows you to quickly and easily perform common tasks like record creation.
8. What is sales and service cloud in Salesforce?
Sales Cloud assists sales teams in managing sales processes efficiently, offering tools for managing leads, accounts, opportunities, and more.
Service Cloud helps businesses manage customer service and support operations, providing tools for handling customer cases and support requests.
9. Case Management Tools in Salesforce
| Queues | Create lists that prioritize workload for specific agents. |
| Assignment Rules | Automatically assign cases to specific agents. |
| Escalation Rules | Escalate cases to the right people if not solved in time. |
| Auto-Response Rules | Send personalized email responses based on case details. |
10. Importance of AppExchange Solutions?
AppExchange solutions enhance Salesforce environments by adding features that improve workflows, automate processes, and optimize data management.