salesforce ben admin interview questions

Data Security and Record Sharing

Profiles and Roles work together to determine which records users can see and what they can do with them. Profiles are always required and control which objects and fields users can access. They also determine whether users can create, edit, or delete records.

What is a Role?

Roles are technically optional, but it’s a good practice to use them. Roles are predominately about sharing records to users. When organization-wide default sharing is set to lower than Public Read/Write for an object, you can use Roles in Sharing Rules to determine which records (and whether they’re Read-Only or Read/Write) that users can view.

Roles also have a hierarchy like an organization chart, so that the sharing can cascade beyond records users need, but also for managers to access their team’s records.

Knowledge

Example questions

1. Can you tell me the different portals available?

2. Can you tell me how to create a report?

It goes without saying that you need a candidate who knows the product. As someone at the forefront of your CRM team, they need to exude confidence due to the varied nature of this role. Ask what Salesforce Admin certifications they hold to get a clear idea of where the candidate is most skilled.

Questions that relate directly to the role are essential of course but can be tailored to what you need within your organization. If the candidate is unable to answer the question, then you need them to be proactive in wanting to plug those knowledge gaps.

Technical interview questions from ‘The Everyday Admin’, Christine Marshall

Christine Marshall is a Certified Salesforce Administrator at Expleo Group, and dedicates her free time to writing about Salesforce on her blog The Everyday Admin. Here she details the type of answers candidates should be giving, and what to look for in their reasoning.

– In what order would you migrate Leads, Contacts, Accounts and Opportunities? The correct order is Accounts, Contacts, Opportunities then Leads. Both Contacts and Opportunities are related to Accounts, so Accounts must be loaded first. Leads should be loaded last to avoid duplicates with Contacts. As well as demonstrating an understanding of data migration, this question requires knowledge of the relationships between objects.

– We would like to import 10,000 Opportunities. What tool should we use? In this example, we need to use Data Loader. Although the Data Import Wizard can load up to 50,000 records, it does not support Opportunities. This question tests their knowledge of different data loading tools and their limitations.

Name three types of object relationships available in Salesforce?

There are three main relationship types in Salesforce…

  • A lookup relationship can be used to link two objects together. It is the most basic type of relationship that creates a child-parent relationship between two objects.
  • A master-detail relationship can also be used to link two objects together. A master-detail relationship creates a tight relationship between the parent and the child. The child record inherits the security of the parent, and if the parent is deleted, all associated child records will also be deleted. Master-detail relationships created some extra functionality such as roll-up summary fields that allow you to calculate data on the parent from the children.
  • A many-to-many relationship (Also referred to as a junction object), allows you to create a relationship between two objects that need to model a many-to-many relationship. These are created with an object that has two master-detail relationships to two parent objects.
  • FAQ

    How do I prepare for a Salesforce interview?

    Salesforce administrator interview questions on Workflows and Approvals.
    • What is Workflow?
    • Different Workflow Components available in salesforce?
    • What are the different workflow actions available in Salesforce?
    • What is a Workflow Rule?
    • What is a Workflow Task?
    • What is a Workflow Alert?
    • What is a Workflow Field Update?

    How do I pass an interview in Salesforce?

    How to prepare for a Salesforce interview
    1. Understand what the hiring manager is actually looking for.
    2. Note down some examples of the work you have done, that is going to be useful to the hiring manager.
    3. Research the company.
    4. Research the hiring manager.
    5. Be confident and be honest.

    How do I introduce myself in Salesforce interview?

    Include the following in your answer: Who you are: Explain who you are professionally and give them some insight into your personality and skills. Career highlights: Highlight the top 3 – 5 points about your career you want to get across. Include companies, roles, and successes.

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