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Question

How do you create a new user in Salesforce?

Answer 1

Creating a new user in Salesforce can be done using the following steps:

From Setup, enter "Users" in the Quick Find box, then select Users.
Click the "New User" button.
Enter the required information for the user, such as First Name, Last Name, and Email.
Assign a user license and profile to the user.
If desired, assign a role to the user.
Enter a username and temporary password for the user.
If desired, select the "Send Email to User" checkbox to send a welcome email to the user with their login information.
Click the "Save" button to create the new user.

Example in Apex code:

User user = new User();
user.Username = 'newuser@example.com';
user.Email = 'newuser@example.com';
user.FirstName = 'John';
user.LastName = 'Doe';
user.CommunityNickname = 'johndoe';
user.LocaleSidKey = 'en_US';
user.TimeZoneSidKey = 'America/Los_Angeles';
user.ProfileId = [SELECT Id FROM Profile WHERE Name='Standard User'].Id;
user.LanguageLocaleKey = 'en_US';
user.Alias = 'johndoe';

insert user;

Answer 2

A profile in Salesforce is a collection of permissions and settings that determine what a user can access and do in the Salesforce platform. Profiles control the following aspects of a user's experience in Salesforce:

Object-level permissions: Which objects a user can access and the level of access (e.g. read, edit, delete) they have
Field-level security: Which fields a user can view and edit
Tab settings: Which tabs a user can see in the navigation bar
Page layout assignments: Which page layouts a user sees when viewing or editing records
Record types: Which record types a user can access
Login hours and IP restrictions: When a user can log in and from which IP addresses

To assign a profile to a user, you can go to the user's record in Salesforce and edit the Profile field. Choose the desired profile from the dropdown list, and then save the changes to the user record.

Answer 3

A role in Salesforce is a way to group users with similar access requirements. Roles are used to manage access to records, as users with a specific role can only access the records that their role allows them to see.

To create a new role in Salesforce, you can follow these steps:

Navigate to the "Setup" menu and select "Users" and then "Roles".
Click the "New" button to create a new role.
Give the role a name and specify the parent role. The parent role determines the level of access that users assigned to this role will have.
Save the role.
Assign users to the role by clicking on the role name and then selecting "Manage Users".
Select the users you want to add to the role and click "Add".

Here is a code example to create a new role using the Salesforce REST API:

POST /services/data/v49.0/sobjects/Role

{
  "Name": "My Custom Role",
  "ParentRoleId": "005xxxxxxx"
}

Answer 4

To create a report in Salesforce, follow these steps:

Go to the Reports tab in the Salesforce navigation bar.
Click on the New Report button in the top right corner.
Select the type of report you want to create (e.g. Tabular, Summary, Matrix).
Select the objects you want to include in the report (e.g. Accounts, Contacts).
Select the fields you want to include in the report.
Add any desired filters or groupings to the report.
Save the report by clicking on the Save button.

Once you have created a report, you can customize its appearance, format, and fields as desired. You can also schedule the report to run at a specific time and have the results delivered to your email inbox.

Here is an example of a simple report in Salesforce:

Report Type: Tabular
Object: Account
Fields:
- Account Name
- Industry
- Annual Revenue

Filter:
- Annual Revenue greater than $1 million

Grouping:
- Industry

This report will display a table of all accounts with annual revenue greater than $1 million, grouped by industry and including the Account Name, Industry, and Annual Revenue fields.

Answer 5

A dashboard in Salesforce is a visual representation of your data that provides a snapshot of key metrics and performance indicators. Dashboards are made up of components such as charts, tables, and gauges, and allow you to quickly see and analyze data trends, and make informed decisions.

To create a dashboard in Salesforce:

Go to the Reports tab and create a report or choose an existing report to base your dashboard on.
From the Reports tab, click on the "New Dashboard" button.
Choose the type of dashboard you want to create, such as a Vertical Bar, Horizontal Bar, or Pie Chart.
Choose the report you want to base your dashboard on and click the "Create" button.
Customize your dashboard by adding components and modifying the layout.

Answer 6

A field in Salesforce is a piece of information that you want to store about an object, such as a Contact or Account. Fields can be standard (created by Salesforce) or custom (created by an administrator).

Here is how you would create a custom field in Salesforce:

From Setup, enter "Objects" in the Quick Find box, then select Object Manager.
Select the object for which you want to create the field.
In the Object Manager, select Fields & Relationships.
Click the New button, then select the field type (e.g. Text, Number, Checkbox, etc.).
Fill out the field properties, such as Field Label, Length, and Help Text.
Click the Save button.

After you have created the field, you can add it to page layouts, reports, and other components to make it available for use in your org.

Answer 7

A Validation Rule in Salesforce is used to enforce data quality and consistency by preventing users from saving an invalid record. It is an automated mechanism that validates a record before it's saved to the database. Validation rules are created to validate specific fields in a record based on a formula or expression, and they can be used to enforce business rules or data integrity.

Here is an example of how to create a validation rule:

Go to Setup -> Objects and Fields -> Object Manager
Choose the object for which you want to create a validation rule
Go to the Validation Rules section and click on "New"
Enter a descriptive name for the rule
Enter the formula or expression for the rule
Set the error message that will be displayed to the user if the validation rule fails
Save the rule

An example of when you would use a validation rule is to ensure that a certain field is always populated. For example, if a custom field named Annual Revenue is a required field for all accounts, you can create a validation rule that checks if the field is empty before the record is saved. If the field is empty, the user will receive an error message indicating that the field is required.

Answer 8

A record type in Salesforce is a way to categorize records of a specific object into different groups with unique picklist values, page layouts, and business processes. You can use record types to give users a different experience when creating or viewing records based on the record type they have selected.

Here is an example of how you would create a record type in Salesforce:

Navigate to the object you want to create the record type for, such as Accounts or Opportunities.
Go to the "Record Types" section under "Setup."
Click "New Record Type."
Enter a name and description for the record type.
Select the profiles you want to have access to this record type.
Choose the page layout you want to use for the record type.
If necessary, select the picklist values you want to use for the record type.
Click "Save."

Now you can assign the record type to a user or set it as the default for the object. To assign the record type to a user, you would go to the user's profile and select the record type under the "Record Type Settings" section.

Answer 9

To set up a new custom app in Salesforce, follow these steps:

Go to the "Setup" menu.
In the "Build" section, click on "Create > Apps."
Click the "New" button to create a new custom app.
Fill in the required information for the custom app, such as the app label and the default landing tab.
Select the objects and tabs that should be included in the custom app.
Optionally, you can also add a custom logo and set the app settings.
Click the "Save" button to create the custom app.

Your new custom app should now appear in the "App" picklist when you log in to Salesforce.

Here's a code snippet to illustrate the process:

CustomApp customApp = new CustomApp();
customApp.Label = 'My Custom App';
customApp.DefaultLandingTab = 'Tab1__c';
customApp.ProfileId = 'Standard User';
customApp.LogoUrl = '/img/applogo.png';
insert customApp;

Answer 10

To add a custom tab to a Salesforce app, you can follow these steps:

Go to the setup menu in Salesforce.
Search for "Tabs" in the Quick Find search box and select "Tabs."
Select the type of tab you want to create.
Give the tab a label and choose an object that the tab will display.
Click the "Create" button to add the tab to the app.

You can also customize the icon and the visibility of the tab for different profiles. The process of adding a custom tab to a Salesforce app is simple and can be done with just a few clicks.

Answer 11

A Lookup Field in Salesforce is a type of field that creates a relationship between two objects by referencing a record in another object. It enables you to associate a record in one object with a record in another object. For example, you can create a Lookup Field from a custom object to a standard object like "Account" or "Contact." To create a Lookup Field in Salesforce:

Go to the object where you want to add the Lookup Field.
Click on the "Fields" section.
Click on the "New" button.
Select "Lookup Relationship."
Enter the field details, such as the field label, the related object, and any other options you want to set.
Click "Save."

Here's an example of what the setup for a Lookup Field in Salesforce might look like:

Field Label: Account Name
Field Name: Account__c
Related Object: Account
Display Field: Name

Once you have created the Lookup Field, you can use it to associate records in one object with records in another object. To do this, simply click on the Lookup Field on a record and select the related record.

Answer 12

A sharing rule in Salesforce defines the level of data access that users have to records in an object. Sharing rules are used to give read and/or edit access to records based on specified conditions.

To create a sharing rule, you would follow these steps:

Navigate to the object for which you want to create the sharing rule.
Click on the "Sharing" button in the object's detail page.
Click on the "New" button in the Sharing Rules related list.
Select the type of sharing rule you want to create (e.g., Lead, Opportunity, Case, etc.).
Define the criteria that will determine which records the rule applies to (e.g., all leads with a certain rating).
Specify the users or user groups that should have access to the records.
Save the sharing rule.

Example sharing rule:

Rule Type: Lead
Criteria: Lead rating is equal to "Hot"
Sharing Access: Read/Write
Shared With: All Sales Representatives

In this example, the sharing rule applies to all leads with a rating of "Hot", and gives all sales representatives read and write access to those records.

Answer 13

A formula field in Salesforce is a type of custom field that calculates a value based on a formula you define. You can use formula fields to display data based on the values of other fields in a record, perform mathematical calculations, and even return text or data from other objects in Salesforce.

Here's an example of how to create a formula field in Salesforce:

Go to the object that you want to add the formula field to, either by navigating to Setup > Object Manager, selecting the object, and clicking on the Fields & Relationships link, or by clicking on the object from the Object Manager in the App Launcher.
Click on the New button in the Fields & Relationships section to create a new field.
Select Formula as the field type.
Enter a label for the field, such as "Total Amount".
In the Formula text area, enter the formula for the field using Salesforce formula syntax. For example, to calculate the total amount for an Opportunity, you might use the following formula:

Opportunity.Amount + Opportunity.Discount__c

Set any other options for the field, such as the number of decimal places to display, and click the Save button to create the formula field.
The formula field will now be available in your app, and will display the calculated value based on the formula you defined.

Answer 14

In Salesforce, a Lead represents a potential customer, while an Opportunity represents a potential sale.

Leads are used to capture and manage information about individuals or companies that have shown an interest in your products or services. You can use leads to track and manage your sales pipeline, and to convert leads into contacts, accounts, and opportunities when you are ready to close a deal.

Opportunities, on the other hand, are used to track specific sales deals and to manage your sales pipeline. An Opportunity is associated with an Account, which represents a company or organization, and a Contact, which represents an individual. Opportunities include information such as the expected close date, the stage of the deal, the amount of the deal, and the probability of closing the deal.

Here's a code snippet in Salesforce Apex to illustrate the difference:

Lead lead = new Lead();
lead.FirstName = 'John';
lead.LastName = 'Doe';
lead.Company = 'Acme Inc.';

insert lead;

Account account = new Account();
account.Name = 'Acme Inc.';

insert account;

Contact contact = new Contact();
contact.FirstName = 'John';
contact.LastName = 'Doe';
account.LastName = 'Acme Inc.';

insert contact;

Opportunity opportunity = new Opportunity();
opportunity.Name = 'Acme Inc. Deal';
opportunity.AccountId = account.Id;
opportunity.CloseDate = System.today().addMonths(3);
opportunity.Amount = 100000;

insert opportunity;

Answer 15

A queue in Salesforce is a collection of records assigned to a group of users, such as a team or department. Queues can be used to manage the distribution of leads, cases, or other objects. You can use a queue to route records to the appropriate people based on the specific requirements of your organization.

Here is an example of how to create a queue in Salesforce:

Go to the Setup menu, and enter "Queues" in the Quick Find box.
Click on "Queues."
Click the "New" button to create a new queue.
Enter a name for the queue, and select the object type you want to use the queue for.
Select the members you want to include in the queue. You can add individual users or entire groups.
Choose the default entry criteria for the queue.
Click "Save" to create the new queue.

You can then assign records to the queue, and the records will be distributed among the members of the queue based on the default entry criteria you set.

Answer 16

The Salesforce Setup menu is the main hub for configuring and customizing your organization. To use the Setup menu:

Log in to your Salesforce account.
Click the gear icon in the top right corner to access the Setup menu.
Navigate to the desired feature or area that you want to configure. For example, you can go to the Users section to manage user accounts, the Object Manager to create or modify custom objects, the App Manager to create or modify custom apps, etc.

Here's an example of how to access the Object Manager in the Salesforce Setup menu:

1. Log in to your Salesforce account.
2. Click the gear icon in the top right corner.
3. In the Quick Find box, type "Object Manager" and select it from the drop-down list.

From the Object Manager, you can create new custom objects, edit existing ones, or manage fields, record types, validation rules, and more.

Answer 17

The Data Import Wizard is a feature in Salesforce that allows you to import data into your Salesforce org from a CSV (Comma-Separated Values) file. The Data Import Wizard is a convenient way to bulk import data into Salesforce, as it allows you to map the columns in your CSV file to the fields in your Salesforce objects, and it handles the creation of new records for you.

Here are the steps to use the Data Import Wizard:

From the Salesforce setup menu, click on the "Data Management" section and then select "Data Import Wizard."
Select the type of data that you want to import (e.g. Accounts, Contacts, Leads, etc.).
Upload the CSV file that you want to import.
Map the columns in your CSV file to the fields in your Salesforce object.
Select the matching criteria for each field. For example, you can match on the record's name, external ID, or a custom field.
Choose whether you want to update existing records or create new records.
Preview the data that will be imported and make any necessary adjustments.
Start the import process.
Monitor the progress of the import and make any necessary updates or corrections.

Answer 18

A report type in Salesforce determines the objects and fields that are available for use in a report. Report types are used to create a custom set of data for reporting, by combining different objects and fields into a single report. To create a report type, you need to follow these steps:

From the Setup menu, navigate to Reports, then Report Types.
Click the New Custom Report Type button.
Enter a name and description for the report type.
Select the primary object for the report type. This is the main object that you want to report on.
Select the additional objects and related fields that you want to include in the report type.
Choose whether to make the report type available to all profiles or select specific profiles.
Click the Save button.

Once you have created a report type, you can use it to create custom reports that only include the data you want to see. For example, you could create a report type that combines data from the Account, Contact, and Opportunity objects, and then use that report type to create a report that shows all of the information you need about your accounts, contacts, and opportunities in one place.

Answer 19

Setting up a custom domain in Salesforce involves the following steps:

Purchase a domain name: You need to purchase a domain name from a domain registrar such as GoDaddy or Namecheap.
Verify your domain: You need to verify your domain ownership in Salesforce by adding a TXT record to your domain's DNS.
Configure the custom domain: You need to navigate to the "Domains" section under "My Domain" in the Salesforce Setup menu and enter the purchased domain name. Salesforce will then generate a CNAME record that you need to add to your domain's DNS.

Once the custom domain is set up, you can access your Salesforce organization by using the custom domain URL, for example https://your-custom-domain.example.com.

Answer 20

A lookup relationship in Salesforce is a relationship between two objects that allows you to associate records in one object with records in another object. This type of relationship is established by adding a lookup field to the child object, which is used to link it to a record in the parent object.

Here's an example of how to create a lookup relationship in Salesforce:

Go to the child object for which you want to create the relationship.
Click the "Fields" section of the child object.
Click the "New" button, and then select "Lookup Relationship."
Enter a name for the field, select the parent object from the drop-down menu, and choose the appropriate settings for the relationship.
Click "Next" and then "Save" to create the lookup field.

Once the lookup relationship has been created, you can associate records in the child object with records in the parent object by selecting the parent record from a lookup field on the child record.

Answer 21

The Salesforce AppExchange is an online marketplace for finding, installing and using Salesforce applications and add-ons. To use the Salesforce AppExchange, follow these steps:

Go to the Salesforce AppExchange homepage at https://appexchange.salesforce.com/
Browse the available apps or search for a specific app using the search bar.
Click on the app you want to install and read the details about it, including reviews, ratings, and the vendor information.
If you want to install the app, click on the “Get it Now” or “Free Trial” button.
If you're not already logged into your Salesforce org, you'll be prompted to log in.
Follow the on-screen instructions to install the app into your Salesforce org.
After installation, you can access the app from the Salesforce App Launcher or from the app tab in your Salesforce org.

Note that some apps may require additional setup or configuration after installation.

Answer 22

To set up a new custom object in Salesforce, follow these steps:

Go to Setup in the Salesforce app menu.
Click on "Objects" under the "Platform Tools" section.
Click on the "New Custom Object" button.
Fill in the required fields, such as Object Name, Label, and Plural Label.
Choose the options for the custom object, such as enabling search, histories, and activities.
Click on "Save".

Here is an example of what the custom object creation page in Salesforce might look like:

Object Name: Book
Label: Book
Plural Label: Books
Object Description: Custom object to store information about books

Once you have created the custom object, you can add custom fields, record types, and other customizations to further tailor the object to your needs.

Answer 23

A report folder in Salesforce is a way to organize and categorize reports within your Salesforce org. To create a report folder, follow these steps:

Click on the Reports tab in the navigation menu
Click on the New Folder button on the top right corner
Give the folder a name, description and select the visibility options
Click on Save

Answer 24

The Salesforce Help and Training portal is a comprehensive resource for learning about Salesforce features and functionalities. Here's how you can use it:

Login to your Salesforce account
Click on the "Help & Training" icon in the top right corner of the screen
Browse through the available resources, including articles, tutorials, videos, and training courses.
Use the search bar to search for specific topics or keywords.

For example, if you want to learn about the Salesforce Lead Management process, you can search for "Lead Management" in the search bar. The search results will display relevant articles, tutorials, and videos that you can use to learn about the topic.

You can also access the Salesforce Help & Training portal from outside of Salesforce by visiting the website help.salesforce.com.

Answer 25

A custom report in Salesforce is a user-defined report that is created using a specific set of data and fields. This allows you to create reports that meet specific needs and business requirements, as opposed to using predefined reports.

To create a custom report in Salesforce, follow these steps:

Go to the "Reports" tab in Salesforce
Click the "New Report" button
Select the report type you want to create
Select the object you want to report on
Choose the fields you want to include in the report
Filter the report data if needed
Give the report a name and save it

Answer 26

To update existing records using the Salesforce Data Import Wizard, follow these steps:

Go to the Setup menu and select Data Management > Data Import Wizard.
On the Data Import Wizard page, select Update Existing Records.
Choose the object you want to update, such as Contacts or Accounts, and select Next.
Map the fields in your data source to the fields in Salesforce, ensuring that the record identifier field is selected.
Choose the action you want to perform on the matching records, such as Update or Upsert, and select Next.
Verify your data and select Start Import.
Monitor the progress of the import and resolve any errors that may occur.

Answer 27

A default value is a predefined value that is automatically populated in a field when a new record is created. In Salesforce, you can set default values for custom fields, standard fields, and fields on custom objects.

Here is an example of how you can set a default value for a custom field:

Navigate to the object for which you want to set the default value.
Click on the "Fields" section.
Click on the name of the custom field you want to set a default value for.
In the "Default Value" section, enter the desired value.
Click "Save".

Note that you can also set default values using formula fields, which dynamically calculate the value based on a formula you define. To set a default value using a formula field, you would need to create the formula field and then use it as the default value for the desired field.

Answer 28

The Salesforce AppExchange is an online marketplace where you can find and install Salesforce apps created by Salesforce partners and developers. To use the AppExchange to find and install an app, follow these steps:

Go to the AppExchange by clicking on the "AppExchange" link in the Salesforce navigation menu.
Use the search bar to find the app you're interested in or browse the categories to find an app that meets your needs.
Once you find an app you're interested in, click on its name to see its detail page.
On the detail page, you can see more information about the app, including its features, screenshots, and customer reviews.
If you're ready to install the app, click the "Get It Now" button.
Follow the on-screen instructions to install the app, including granting the app access to your Salesforce data.
Once the app is installed, you can start using it right away or configure it further if necessary.

Answer 29

A lookup filter in Salesforce is used to limit the values that can be selected in a lookup field. You can create a lookup filter to restrict the values in a lookup field based on criteria such as record type, owner, and custom field values.

To create a lookup filter in Salesforce:

Navigate to the custom object that you want to create the lookup filter for.
Click on the "Fields & Relationships" section in the setup menu.
Click on the "New" button and select "Lookup Filter".
Enter the details of the filter, including the name and description.
Specify the criteria for the filter. For example, you might restrict the lookup field to only show records of a certain record type or owned by a specific user.
Save the filter.

Here's an example code snippet for creating a lookup filter that only shows accounts with the "High Value" custom field value:

IF(
  {!Account.High_Value__c} = TRUE,
  TRUE,
  FALSE
)

Answer 30

A permission set in Salesforce is a set of permissions that you can assign to a user to grant them access to specific Salesforce features and functionalities. This allows you to grant access to certain users without having to modify their profile, which can be useful if you want to grant access to specific functionalities for a limited period of time or if you want to grant access to specific functionalities for a subset of users who have the same profile.

To assign a permission set to a user, you need to follow these steps:

Go to the Setup menu.
In the Users section, click on Permission Sets.
Click on the permission set you want to assign.
Click on the Manage Assignments button.
Click on the Add Assignments button.
Select the user or users you want to assign the permission set to and click on the Assign button.
The permission set is now assigned to the selected user(s).

Answer 31

A Workflow Rule in Salesforce is an automation feature that helps streamline your business processes. It allows you to automate tasks and processes, such as sending notifications or updating field values, based on defined criteria.

Here's how you can create a Workflow Rule in Salesforce:

Go to Setup and then click on Workflow Rules.
Click the New Rule button.
Select the object that the rule should apply to.
Enter a name and description for the rule.
Define the evaluation criteria for the rule.
Choose the actions to be performed when the criteria are met.
Save the Workflow Rule.

Answer 32

An approval process in Salesforce is a mechanism for automatically routing records for approval and tracking their status. Approval processes can be set up for various types of records such as opportunities, leads, and custom objects.

Here's a short overview of the steps to set up an approval process in Salesforce:

Go to the Setup menu and click on "Approvals" under the "Workflow & Approvals" section.
Click on "New Approval Process."
Choose the object that the approval process will apply to, such as Opportunities or a custom object.
Define the approval process by specifying the approval steps and approval criteria. For example, you can set up a rule that says the approval process will be triggered if the opportunity amount is greater than $100,000.
Assign the approval process to one or more record types, if applicable.
Specify who the approvers are and how they will be notified.
Activate the approval process.

Once the approval process is set up and activated, any new records that meet the criteria specified in the approval process will be automatically routed for approval, and the approval status of these records can be tracked in Salesforce.

Answer 33

A custom field can be added to a Salesforce object in order to store data specific to your organization's needs. To create a custom field, follow these steps:

Go to the Setup menu in Salesforce.
Find the object you want to add the custom field to, and click on its link (e.g. "Accounts").
Click the "Fields" option in the Object Management area.
Click the "New" button to create a new custom field.
Choose the type of field you want to create (e.g. text, date, number, etc.).
Fill in the field label, help text, and any other required information.
Click "Save."

Answer 34

A data loader in Salesforce is a tool that allows you to import, export, and update large amounts of data in Salesforce.

Here's how you can use the Salesforce data loader:

Install the data loader: The data loader is available as a desktop application that can be installed on Windows or Mac. You can download it from the Salesforce website.
Connect to Salesforce: After installing the data loader, open it and log in to your Salesforce account. You'll need to enter your Salesforce username, password, and security token.
Choose the operation: The data loader supports four operations: insert, update, upsert, and delete. Choose the operation you want to perform.
Map fields: Map the fields in your data source to the corresponding fields in Salesforce. This step is important to ensure that the data is loaded correctly.
Load data: Choose the data file you want to load and select the location where the data will be loaded. You can also specify a batch size to control the number of records processed at once.
Monitor the process: The data loader will process the data and display a summary of the results. You can monitor the progress of the load and check for any errors.

Answer 35

A Sharing Setting in Salesforce determines the level of access a user has to an organization's records. You can set up a sharing setting in Salesforce by following these steps:

Go to the Setup menu in Salesforce
Click on Security Controls, then Sharing Settings
From the Organization-Wide Defaults section, select the level of access you want to provide to users
Save your changes

For example, you can set the organization-wide sharing to "Private" which means only the record owner and users above them in the role hierarchy can see the records. Or you can set it to "Read/Write" which means users can both read and edit records they don't own.

It's important to note that the sharing settings can be overridden by sharing rules, manual sharing, and other advanced sharing features.

Answer 36

A junction object in Salesforce is a custom object used to establish a many-to-many relationship between two objects. It acts as a bridge between two objects, allowing you to connect many records in one object to many records in another object. A junction object can have two master-detail relationships with different objects, creating a many-to-many relationship between these objects.

You would use a junction object when you need to connect multiple records from two objects and create a many-to-many relationship. For example, if you have a custom object for "Projects" and another custom object for "Team Members," you could use a junction object to connect multiple projects to multiple team members.

Here is an example of creating a junction object in Salesforce:

Go to Setup > Object Manager > Create > Custom Object.
Fill in the required information for the custom object, such as the object label and plural label.
In the Object Relationships section, select "Lookup" as the relationship type for both master-detail relationships.
Select the objects you want to create the many-to-many relationship with.
Save the custom object.

Once the junction object is created, you can associate multiple records from each object to the junction object to establish the many-to-many relationship.

Answer 37

A dependent picklist in Salesforce is a type of picklist where the available values in a picklist field depend on the value selected in another picklist field. To set up a dependent picklist in Salesforce, you need to perform the following steps:

Create the controlling field: The controlling field is the picklist field that determines the values that are available in the dependent field. To create a controlling field, navigate to the Object Manager, select the object where you want to add the picklist field, and click on "Fields & Relationships." Then, click on "New" to create a new custom field, select "Picklist" as the field type, and specify the values that you want to be available in the picklist.
Create the dependent field: The dependent field is the picklist field whose values are dependent on the controlling field. To create a dependent field, follow the same steps as creating the controlling field, but instead of specifying the values in the field, select "Dependent Picklist" as the field type.
Define the dependency: To define the dependency between the controlling field and the dependent field, navigate to "Picklist Dependencies" in the Object Manager and click on "New." Select the controlling field and the dependent field, and specify the values that should be available in the dependent field for each value in the controlling field.

Here's an example of setting up a dependent picklist in Salesforce:

// Example of a controlling field setup:
Custom Field: Product Type (Picklist)
Values:
- Food
- Beverage
- Other

// Example of a dependent field setup:
Custom Field: Product Sub-Type (Dependent Picklist)
Dependency: Product Type
Values:
- Soft Drink (when Product Type = Beverage)
- Juice (when Product Type = Beverage)
- Candy (when Product Type = Food)
- Chips (when Product Type = Food)

Note that in the example, the values in the dependent field "Product Sub-Type" are dependent on the value selected in the controlling field "Product Type". For example, if "Beverage" is selected in the "Product Type" field, only the values "Soft Drink" and "Juice" will be available in the "Product Sub-Type" field.

Answer 38

A formula field in Salesforce is a type of calculated field that displays the result of a formula expression. The formula expression is based on values from other fields and can include mathematical operators, functions, and conditional statements.

Here is a simple example of creating a formula field in Salesforce:

Go to the object where you want to create the formula field.
Click the Fields & Relationships section under the object management settings.
Click the "New" button and select "Formula" as the data type.
Enter a name for the formula field.
In the formula expression, specify the calculation you want to perform. For example:

IF(ISPICKVAL(Lead_Source__c, "Website"), 1, 0)

Set the return data type and click "Save".

The formula field will now appear in your object's page layout and will automatically display the result of the formula expression whenever a record is saved or edited.

Answer 39

A Chatter group in Salesforce is a collaborative space for a specific set of users to share information, files, and ideas. To create a Chatter group:

Go to the Chatter tab in your Salesforce organization.
Click on the "Groups" tab in the Chatter menu.
Click on the "New Group" button.
Fill in the required information, such as the group name, description, and privacy settings.
Add members to the group by searching for users or by inviting them via email.
Click "Save" to create the group.

Example:

Name: Marketing Team
Description: A place for the marketing team to collaborate and share information.
Privacy: Public (Anyone in the company can join)
Members: John Doe, Jane Doe, Joe Smith

Note: To create a Chatter group, you must have the "Manage Chatter Messages" permission.

Answer 40

A role hierarchy in Salesforce is a way of organizing users into a reporting structure and controlling access to records. Users with higher-level roles have access to records owned by users in lower-level roles.

To set up a role hierarchy, follow these steps:

Go to the Setup menu and click on Users and then Roles.
Click on the New button to create a new role.
Enter a name for the role and select a parent role if needed.
Save the role.
Repeat the process for each role in your organization.

Answer 41

A custom label in Salesforce is a feature that allows you to store custom text values that can be accessed and reused throughout your Salesforce org. To create a custom label, follow these steps:

From the Setup menu, type "Custom Labels" in the Quick Find box and select Custom Labels.
Click the New Custom Label button.
Enter a name for the custom label. This name should describe the text that it represents.
Enter the text for the custom label. You can use the rich text editor to format the text.
Select a folder for the custom label. If you don't have any custom label folders yet, you can create a new one by clicking the New Folder button.
Click Save.

You can then access the custom label text in your Salesforce org by referencing its name in a formula field, validation rule, custom button, or other Salesforce feature that supports custom labels. For example, to access a custom label in a formula field, use the following syntax:

$Label.label_name

where label_name is the name of your custom label.

Answer 42

A custom setting in Salesforce is a type of reusable custom object that provides your application with custom configuration data. Custom settings allow you to store custom data sets as records in the Salesforce database, making it easier for you to access and manipulate that data. Custom settings are similar to custom objects, but the data stored in custom settings is accessible application-wide, whereas custom objects can only be accessed by the object's record data.

To create a custom setting in Salesforce:

Go to Setup.
In the Quick Find box, type "Custom Settings" and select it.
Click on the "New" button.
Select the type of custom setting you want to create. There are two types: Hierarchy and List.
Fill out the required information, such as the custom setting name and label.
Add fields to your custom setting as needed.
Click on the "Save" button.

Once you have created a custom setting, you can use it in formula fields, validation rules, Apex code, and other places where you can reference custom objects. Here's an example of how you can reference a custom setting in a formula field:

IF( Custom_Setting__c.My_Setting__c.Field__c = "some value", "true", "false" )

Answer 43

A Salesforce Community is a branded, public-facing website that provides customers, partners, and other stakeholders with secure access to information, support, and services. Communities are built on top of the Salesforce platform and can be customized to meet the specific needs of different groups of users.

To set up a Salesforce Community, you'll need to perform the following steps:

Choose a community template that best matches your needs and use it as the starting point for your community.
Customize the design and layout of your community by using the Community Builder tool. You can change the look and feel, add custom components, and rearrange the layout as needed.
Define the user profiles and permissions for your community. This will determine what users can see, do, and access within the community.
Set up the community navigation and pages to help users find the information they need. You can create custom pages, add pre-built components, and use drag-and-drop tools to build out the navigation structure.
Publish your community and test it to ensure that everything is working as expected.

Answer 44

The Salesforce App Launcher is a tool that allows you to quickly access and switch between different Salesforce apps. To use the Salesforce App Launcher, follow these steps:

Click the App Launcher icon located in the upper-left corner of your Salesforce home page.
In the App Launcher, you'll see a list of all the Salesforce apps you have access to, including custom apps and third-party apps installed from the AppExchange.
To switch to a different app, simply click on its icon in the App Launcher.

Answer 45

A cross-object formula field in Salesforce is a custom field that displays data from a related object. It allows you to combine information from multiple records in a single formula field. To create a cross-object formula field, follow these steps:

Go to the setup menu, navigate to "Object Manager," select the object you want to create the formula field on, and click on "Fields & Relationships."
Click on the "New" button and select "Formula."
Enter the field name, choose the data type, and enter the formula. The formula should be written in the Salesforce formula language and can include fields from related objects.
Save the field and make sure to add it to the desired page layouts.

Example formula:

IF(ISNULL(Related_Object__r.Field__c), "No Data", Related_Object__r.Field__c)

This formula checks if the value of the Field__c on the related object Related_Object__r is null. If it is, the formula returns "No Data", otherwise it returns the value of the Field__c field on the related object.

Answer 46

To use the Salesforce App Builder to create a custom Lightning page, follow these steps:

In Salesforce, navigate to Setup > Lightning App Builder.
Click on New to create a new custom Lightning page.
Select the type of Lightning page you want to create, such as a Record Page, Home Page, or App Page.
Choose a page layout to use as a starting point for your custom page.
Drag and drop components from the Lightning Component Library onto the page. Components can include things like records, lists, charts, and more.
Customize the components by adding fields, filters, and other details.
Preview the custom page to see how it looks and make any necessary changes.
Save the custom page and assign it to a profile or permission set.

Answer 47

A report subscription in Salesforce is a feature that allows you to schedule and automate the delivery of reports to a set of recipients. The reports can be delivered in a variety of formats, including PDF, CSV, and Excel.

Here is how you can set up a report subscription in Salesforce:

Navigate to the desired report.
Click the "Subscribe" button.
Fill in the subscription details, including the recipients, the frequency of delivery, and the format of the report.
Save the subscription.

Answer 48

The Salesforce Mobile App allows you to access your Salesforce data on the go, from your mobile device. To use it, simply download the app from the App Store or Google Play and log in with your Salesforce credentials. From the app, you can view and update records, receive push notifications, and access other Salesforce features.

Answer 49

The Data Loader CLI is a command-line interface for the Salesforce Data Loader, which enables you to automate data imports and exports in Salesforce. Here's how you can use the Data Loader CLI:

Download and install the Data Loader CLI from the Salesforce website.
Open your command prompt or terminal window.
Navigate to the directory where you installed the Data Loader CLI.
To run an export, use the following syntax: sfdx force:data:tree:export -q "SELECT Id, Name FROM Account" -d ./data
- This exports data from the Account object and saves the results in a file named ./data/Account.json.
- The q parameter specifies the query to be executed, and the d parameter specifies the directory where the exported data should be saved.
To run an import, use the following syntax: sfdx force:data:tree:import -f ./data/Account.json
- This imports data from the file ./data/Account.json into Salesforce.
- The f parameter specifies the file containing the data to be imported.

You can also use the Data Loader CLI to automate data imports and exports as part of a continuous integration and delivery process.

Answer 50

Salesforce Field Service Lightning is a platform used to manage field service operations. It provides real-time visibility and communication between field technicians and dispatchers, allowing for better coordination and improved customer satisfaction. To use the Field Service Lightning platform:

Install the Field Service Lightning managed package from the Salesforce AppExchange.
Create custom objects, such as Work Orders and Assets, to store information about your field service operations.
Create custom fields and page layouts to capture the specific information you need for your field service operations.
Use the dispatch console to manage your technicians and their workload. You can assign work orders, track their progress, and see real-time updates on the map.
Use the mobile app to provide your technicians with real-time access to work order details and customer information. Technicians can update work order status, add notes and attachments, and complete work orders.
Use reporting and dashboards to gain insights into your field service operations and make data-driven decisions.

Answer 51

The Salesforce Metadata API is used to programmatically manage customizations and deployments in Salesforce. Here's how you can use it to deploy metadata changes across environments:

Start by setting up a development environment that includes the metadata you want to deploy. This may involve creating custom objects, fields, profiles, and other metadata components.
Next, use the Salesforce Metadata API to retrieve the metadata from your development environment. This is typically done using a metadata retrieval tool, such as the Ant Migration Tool or the Salesforce CLI.
After retrieving the metadata, use the Salesforce Metadata API to deploy the metadata to your target environment. This can be done using the same metadata retrieval tool that you used to retrieve the metadata.
Verify that the metadata changes were deployed successfully by checking the target environment for the presence of the newly added metadata components.

Here's a code snippet using the Salesforce CLI to retrieve and deploy metadata:

# Retrieve metadata from the source environment
sfdx force:mdapi:retrieve -r <directory_to_store_retrieved_metadata> -u <source_org_username> -k <package.xml>

# Deploy metadata to the target environment
sfdx force:mdapi:deploy -d <directory_with_retrieved_metadata> -u <target_org_username>

Note that the exact code may vary depending on the metadata retrieval tool you're using, but the general process of retrieving metadata from one environment and deploying it to another remains the same.

Answer 52

A chatter feed in Salesforce is a real-time communication platform within the Salesforce environment where users can post updates, ask questions, and share information with each other. Chatter feeds can be created for individual records, groups of records, or for the entire organization.

To create a chatter feed, you can follow these steps:

Navigate to the record or object for which you want to create a chatter feed.
Click the "Chatter" tab.
Click the "Feed" tab.
Click the "Post" button.
Enter your message in the text box.
(Optional) Attach a file, link, or mention another user.
Click the "Post" button to create your chatter feed post.

Answer 53

A list view in Salesforce is a customized view of a specific set of records within an object, such as accounts, contacts, or opportunities. List views allow you to filter and sort records based on specific criteria and save the view for future use.

Here's how you can create a list view in Salesforce:

Go to the object you want to create a list view for (e.g., Accounts, Contacts, Opportunities).
Click the "List Views" button in the sidebar.
Click the "New" button to create a new list view.
Give your list view a name and choose the criteria for the view, such as a specific account type or a certain date range.
Click the "Save" button to create the list view.

You can now access the list view from the list views dropdown in the object's tab. You can also modify the view by clicking on the "Edit" button, or delete the view by clicking on the "Del" button.

Example:

Name: Active Accounts

Criteria:
Account Type = Customer
Account Status = Active

In this example, the list view would show all accounts with the type "Customer" and status "Active".

Answer 54

A custom index in Salesforce is a way to improve query performance by optimizing the database search process for specific fields. Here's how you can set up a custom index in Salesforce:

From the setup menu, navigate to "Customize" > "Search" > "Indexing".
In the Indexing page, click on "New Custom Index".
Select the object for which you want to create the index and select the fields you want to include in the index. You can select up to 10 fields.
Specify whether you want the index to be unique or non-unique. A unique index ensures that no two records have the same combination of field values.
Click on "Save" to create the custom index.

Once the custom index is created, Salesforce will automatically use it to improve the performance of queries that reference the indexed fields. Note that custom indexes may take some time to build and may also slow down your database performance temporarily while they're being created.

Answer 55

A cross-object workflow in Salesforce is a type of automation that allows you to perform actions on related records based on the criteria you define. This type of workflow enables you to automate business processes across objects, for example, updating a related record when the status of a parent record changes.

Here's how to create a cross-object workflow in Salesforce:

Go to Setup > Process Automation > Workflow Rules.
Click on the "New Rule" button.
Choose the object that you want to create the rule for and give it a name.
Define the criteria that will trigger the rule.
Choose the related object that you want to update and select the field you want to update.
Define the new field value based on the criteria you defined.
Save and activate the rule.

Answer 56

The Salesforce Lightning Experience is a modern user interface for Salesforce that offers improved navigation, increased efficiency, and a more personalized experience for users. To use the Lightning Experience, follow these steps:

Enable Lightning Experience: Go to the setup menu, then click on "Lightning Experience" under the "User Interface" section. Click on "Get started" to enable the Lightning Experience for your org.
Customize the Navigation Menu: You can customize the navigation menu to include the items that are most important to your users. Go to the setup menu, then click on "Lightning Experience Navigation" under the "Lightning Experience" section.
Create Custom Lightning Pages: You can create custom Lightning pages using the Lightning App Builder. These pages allow you to display data and components in a way that is tailored to your users' needs. To create a custom Lightning page, go to the setup menu, then click on "Lightning App Builder" under the "Lightning Experience" section.
Utilize Lightning Components: The Lightning Experience includes a wide variety of pre-built components that can be added to custom Lightning pages. You can also create custom components to meet your specific requirements.
Personalize the Home Page: You can personalize the home page for each user by adding components and customizing the layout. To do this, go to the setup menu, then click on "Home" under the "Lightning Experience" section.

By using these features, you can improve the user experience and increase productivity for your Salesforce users.

Answer 57

A junction object in Salesforce is an object that represents a many-to-many relationship between two objects. It is used to connect two objects and create a relationship between them, where one object can have multiple relationships with the other object.

Here's an example of how to create a junction object in Salesforce:

Go to the Setup menu and click on the Object Manager.
Click the "Create" button and select "Custom Object."
Give your junction object a label and plural label, and select "Junction Object" as the type.
Select the two objects you want to create a relationship between and click "Save."
Add any additional fields to your junction object that you need.
Set up the relationships between your junction object and the two objects it is connecting.

Once the junction object is set up, you can use it to create relationships between records in the two connected objects. For example, if you have a junction object connecting "Accounts" and "Contacts," you can create a relationship between an account and multiple contacts, or between a contact and multiple accounts.

Answer 58

Salesforce Platform Encryption is a feature that allows you to encrypt sensitive data stored in Salesforce. Encrypting data helps protect it from unauthorized access, both within Salesforce and outside the platform.

Here's a simple example of how to use the Salesforce Platform Encryption feature:

Determine the fields that contain sensitive data: You must first determine which fields contain sensitive data that needs to be encrypted. This could include Social Security numbers, credit card numbers, and other personally identifiable information (PII).
Enable Platform Encryption: You can enable Platform Encryption in your Salesforce instance by going to Setup > Security > Encryption > Platform Encryption and following the on-screen instructions.
Configure Encryption Settings: Once Platform Encryption is enabled, you'll need to configure your encryption settings. This includes setting up key management, determining which fields will be encrypted, and configuring encryption policies.
Encrypt Fields: After you've set up your encryption settings, you can encrypt your sensitive fields by going to Setup > Object Manager and selecting the object that contains the sensitive fields. Then, select the field you want to encrypt and enable encryption for that field.

Answer 59

A Service Level Agreement (SLA) in Salesforce is a way to manage customer service expectations and performance levels. It allows you to set rules and response times for resolving customer cases, and provides a way to monitor and measure your team's performance against these rules. To set up an SLA in Salesforce, follow these steps:

Go to the Setup menu, and then click on Service.
Under the Service menu, click on Service Level Agreements.
Click the New button to create a new SLA definition.
Fill in the required fields such as the SLA Name, the associated case record type, and the expected response and resolution times.
Define the business hours and the time-based action to be taken when an SLA is breached.
Save the SLA definition.
Assign the SLA definition to the appropriate case record types.

Example code:

WorkflowRule sla = new WorkflowRule();
sla.Name = 'New SLA Definition';
sla.TableEnumOrId = 'Case';
sla.Active = true;
sla.EvaluationCriteria = 'allTrue';
sla.CriteriaItems = new List<WorkflowCriteria> {
    new WorkflowCriteria {
        BooleanFilter = '1',
        ErrorMessage = 'SLA breached',
        Formula = '1=1',
        Type = 'Filter'
    }
};

WorkflowAction action = new WorkflowAction();
action.Type = 'FieldUpdate';
action.Field = 'SLA_Status__c';
action.Value = 'Breached';

WorkflowTimeTrigger trigger = new WorkflowTimeTrigger();
trigger.TriggerType = 'timeElapsed';
trigger.WorkflowTimeTriggerUnit = 'hours';
trigger.TimeLength = 24;

sla.WorkflowTimeTriggers = new List<WorkflowTimeTrigger> { trigger };
sla.WorkflowActions = new List<WorkflowAction> { action };

insert sla;

Note: The above code is an example of creating an SLA using Apex, but you can also set up SLAs using the Salesforce user interface.

Answer 60

The Salesforce CLI is a powerful tool that allows developers and administrators to automate common tasks in Salesforce, such as retrieving, deploying, and testing metadata. Here's how to use the Salesforce CLI:

Install the Salesforce CLI: Before you can use the Salesforce CLI, you need to install it on your computer. You can download the installation package from the Salesforce website and follow the installation instructions for your operating system.
Connect to your Salesforce org: To connect to your Salesforce org, you'll need to run the sfdx force:auth:web:login command in the CLI and follow the prompts to authenticate using your Salesforce username and password.
Run commands: Once you're connected to your Salesforce org, you can run a variety of commands to automate tasks. For example, to retrieve metadata for an object, you can run the sfdx force:mdapi:retrieve command.

Here's a code snippet to retrieve metadata for an object:

sfdx force:mdapi:retrieve -u <org alias> -k <package.xml> -r <directory>

In the above code snippet, replace <org alias> with the alias for your Salesforce org, <package.xml> with the name of the package XML file that specifies the metadata you want to retrieve, and <directory> with the name of the directory where the retrieved metadata should be stored.

These are the basic steps to use the Salesforce CLI. You can find a full list of available commands and their usage in the Salesforce CLI documentation.

Answer 61

A custom report type in Salesforce is a way of defining the relationships between objects to create a report. Custom report types allow you to include fields from multiple objects in a single report.

Here's how you can create a custom report type in Salesforce:

Go to Setup > Report Types > New Custom Report Type.
Select the objects that you want to include in the custom report type.
Define the relationships between the selected objects by specifying the primary object and the related objects.
Name the custom report type and provide a description.
Click Save.

Once you've created a custom report type, you can use it to create a new report. To do this, go to the Reports tab, click New Report, and select the custom report type you just created. From there, you can customize the report as desired by adding fields, applying filters, and arranging columns.

Answer 62

A global picklist is a custom picklist field that can be used in multiple objects. To create a global picklist in Salesforce, follow these steps:

Navigate to the "Setup" menu and select "Object Manager."
Find the object that you want to create the picklist for, and click on it.
Click on "Fields & Relationships," and then click on "New."
Choose "Global Picklist" from the list of field types.
Fill out the field information, including the field label, description, and the values that you want to include in the picklist.
Click on "Save" to create the global picklist.

Once you've created a global picklist, it can be used in any custom or standard object in your Salesforce organization. To add the picklist to an object, simply follow the same steps as you would for a regular picklist field, but select the global picklist that you created from the list of available fields.

Here's an example of what the creation of a global picklist might look like in Salesforce:

Object: Account
Field Label: Industry
Field Name: Industry__c
Description: This field is used to specify the industry of an account.
Values: Agriculture, Banking, Healthcare, Manufacturing, Retail

Answer 63

A managed package in Salesforce is a way to package, distribute and sell custom Salesforce components, such as custom objects, custom fields, Apex classes, and more. It allows third-party developers to offer their customizations as a single package that can be easily installed into a customer’s Salesforce org.

To set up a managed package in Salesforce, you can follow these steps:

Create a Developer Edition org: This is a free, full-feature version of Salesforce that is used to develop and test your managed package.
Build your customizations: Develop and test your customizations in the Developer Edition org.
Create a namespace: This will ensure that the names of your custom components will be unique within the Salesforce ecosystem.
Package your customizations: Use the Salesforce Package Development Model to create a managed package that includes your customizations.
Validate your package: Use the Salesforce Package Manager to validate your package and make sure that it is free of errors.
Publish your package: Once your package has been validated, you can submit it to the Salesforce AppExchange for review and publishing.
Install your package: You can then install your managed package into a customer’s Salesforce org using the Salesforce AppExchange or the Salesforce Package Manager.

Here is a code snippet example of how to install a managed package using the Salesforce Package Manager:

sfdx force:package:install --package <your_package_name>

Note: This is just an example and the actual steps may vary based on the specific requirements of your managed package.

Answer 64

A data dictionary in Salesforce is a reference document that contains definitions and descriptions of all the data fields in an organization's Salesforce instance. It provides information about the data elements, their relationships, and their usage within the organization.

Creating a data dictionary in Salesforce can be done through several ways, including manual methods such as creating a spreadsheet, or using third-party tools that provide automatic data dictionary generation.

Here's an example of how to manually create a data dictionary in Salesforce:

Gather information on the fields in your organization's Salesforce instance: To get started, you will need to gather information on the fields in your instance, such as the field name, data type, description, and usage.
Create a spreadsheet: Create a spreadsheet with columns for each of the field information categories.
Fill in the information: Fill in the information for each field in the spreadsheet.
Update and maintain the data dictionary: It's important to regularly review and update the data dictionary as changes are made to your Salesforce instance.

This will provide a basic data dictionary for your organization's Salesforce instance. By having a data dictionary in place, you can ensure consistent and accurate data, as well as improve data governance and reporting.

Answer 65

The Salesforce AppExchange is a marketplace for Salesforce apps that are created by independent software vendors (ISVs). You can use the Salesforce AppExchange to find and install apps that can help you extend the functionality of Salesforce to meet the specific needs of your business.

Here's a short guide on how to use the Salesforce AppExchange to find and install apps:

Log in to your Salesforce account.
Click on the App Launcher in the top right corner of the page.
Select the AppExchange option.
Use the search bar to find the app that you're interested in, or use the filters to narrow your search results.
Click on the app to view its details, including its features, pricing, and reviews from other users.
If you decide to install the app, click the Install button.
Follow the steps provided by the installation wizard to complete the installation process.

Answer 66

The Salesforce REST API allows developers to access Salesforce data and functionality through RESTful web services. To use the REST API in Salesforce, you need to:

Authenticate to Salesforce: You need to authenticate your client application to Salesforce to access the REST API. There are different authentication methods available, including OAuth 2.0, session ID authentication, and username-password authentication.
Make REST API calls: Once you have authenticated, you can make REST API calls to access Salesforce data and perform various actions. REST API calls are made by sending a HTTP request to a Salesforce REST endpoint, and the response is returned in JSON format.

Here is an example of how to make a REST API call using cURL in a terminal:

curl https://<instance>.salesforce.com/services/data/v48.0/query?q=SELECT+Name+FROM+Account -H "Authorization: Bearer <access_token>" -H "X-PrettyPrint:1"

In this example, <instance> is the name of your Salesforce instance, and <access_token> is the OAuth 2.0 access token that you obtained from the authentication process. The query SELECT Name FROM Account retrieves the names of all Accounts in your Salesforce instance.

Answer 67

Field history tracking in Salesforce allows you to track changes made to a specific field over time. This can be useful for auditing purposes, or for tracking how values change in a specific field. To set up field history tracking in Salesforce, follow these steps:

Navigate to the object you want to track field history for
From the object's management page, click on "Fields & Relationships"
Click on the field you want to track history for
Check the "Track Field History" checkbox
Click "Save"

To view the field history, simply navigate to an individual record's "Field History" related list and you will be able to see the history of changes made to that specific field.

Here's a code snippet to give you an idea of what it looks like to enable field history tracking for a field:

# Navigate to the object you want to track field history for
object_management_page = "https://[your_instance].lightning.force.com/[object_name]/list?filterName=Recent"

# From the object's management page, click on "Fields & Relationships"
field_relationships_page = object_management_page + "/FieldsAndRelationships"

# Click on the field you want to track history for
field_page = field_relationships_page + "/[field_name]"

# Check the "Track Field History" checkbox
track_field_history = True

# Click "Save"
save_field_history_tracking = True

Answer 68

Data cleansing in Salesforce refers to the process of improving and refining the quality of data in your Salesforce org. This includes fixing data entry errors, removing duplicates, and standardizing the formatting of data.

There are several ways to perform data cleansing in Salesforce:

Data Import Wizard: You can use the Data Import Wizard to import a new set of clean data into Salesforce and overwrite the existing data.
Duplicate Management: You can use the built-in duplicate management tools to identify and merge duplicates in your data.
Apex Data Loader: You can use the Apex Data Loader tool to export your data, perform data cleansing outside of Salesforce, and then import the cleaned data back into Salesforce.
Salesforce APIs: You can use the Salesforce REST or SOAP APIs to integrate with external data cleansing tools and automate the data cleansing process.

Here's a simple example of using the Salesforce REST API to perform data cleansing:

// Create a REST API client
Http http = new Http();
HttpRequest request = new HttpRequest();
request.setEndpoint('https://yourInstance.salesforce.com/services/data/v49.0/soap/queryAll');
request.setMethod('GET');

// Authenticate with Salesforce
String username = 'yourUsername';
String password = 'yourPassword' + 'yourSecurityToken';
Blob headerValue = Blob.valueOf(username + ':' + password);
String authorizationHeader = 'BASIC ' + EncodingUtil.base64Encode(headerValue);
request.setHeader('Authorization', authorizationHeader);

// Query data from Salesforce
HttpResponse response = http.send(request);

// Parse the response and perform data cleansing
// ...

// Update the cleaned data back to Salesforce
// ...

Note that this is a very basic example and will likely need to be modified based on your specific use case and data needs.

Answer 69

A data backup and recovery process in Salesforce is the process of creating and maintaining a copy of the data in your Salesforce org. This allows you to restore the data if it is lost or corrupted.

To implement a data backup and recovery process in Salesforce, you can follow the below steps:

Schedule Data Export: You can schedule a daily or weekly data export by going to "Setup" > "Data Management" > "Data Export".
Store the Exported Data: Store the exported data in a secure location, such as a backup drive or cloud storage.
Set up Automated Backup: You can use third-party tools such as Backupify or Spanning Backup to automatically backup your Salesforce data.
Test the Recovery Process: Regularly test the recovery process to ensure that you can restore data when needed.

Answer 70

A Lightning Web Component (LWC) is a custom, client-side web component built using modern web development standards, specifically, HTML and JavaScript. These components are reusable and can be used across different parts of the Salesforce platform, including the Lightning Experience, the Salesforce mobile app, and standalone Lightning pages.

To create a Lightning Web Component, follow these steps:

Set up a development environment: To create LWCs, you need a development environment that includes a code editor, the Salesforce CLI, and the Salesforce Platform.
Create a project using the Salesforce CLI: Open a terminal or command prompt and run the following command to create a new project:

sfdx force:project:create -n myLWC

Create a new Lightning Web Component: Navigate to the project directory and run the following command to create a new LWC:

sfdx force:lightning:component:create -n myLWC -d force-app/main/default/lwc

Edit the component's HTML and JavaScript files: Open the newly created myLWC.html and myLWC.js files in your code editor and add the necessary HTML and JavaScript code to implement the component's functionality.
Deploy the component to your Salesforce org: Run the following command to deploy the component to your Salesforce org:

sfdx force:source:deploy -p force-app/main/default/lwc/myLWC

Add the component to a page: To use the newly created LWC, add it to a Lightning page or another LWC using the Lightning App Builder or the Lightning Component Library.

Answer 71

The Data Export Service in Salesforce allows you to export a full copy of your org's data, including standard and custom objects, records, and attachments. You can use this feature to backup your data or migrate it to another org.

To use the Data Export Service in Salesforce, follow these steps:

Go to Setup > Data Management > Data Export.
Schedule a data export.
Download the exported data files.

Answer 72

Data skew refers to an imbalance in the distribution of data among multiple records in Salesforce, which can lead to performance issues. For example, if a single record in a custom object has a significantly higher number of child records compared to other records, it can cause queries on that object to take longer to execute.

To address data skew, you can take the following steps:

Identify the objects that are affected: Use the Salesforce setup menu to run a report on the distribution of data among records.
Analyze the root cause: Identify the reasons for data skew, such as data volume, field usage, and record ownership.
Consider sharding: Divide large records into smaller chunks to distribute the data more evenly.
Use the Force.com partitioning feature: Partition data into smaller sub-sets of records to reduce the number of records that need to be processed during a query.
Re-balance ownership of records: Change the ownership of records to balance the data distribution among users.
Optimize indexing: Ensure that the appropriate indexes are in place to improve query performance.

Answer 73

A Salesforce Connected App is an application that integrates with Salesforce using APIs and provides access to data and services within the Salesforce platform. Connected apps are a crucial part of the Salesforce ecosystem and enable seamless integration between external applications and Salesforce.

To set up a Salesforce Connected App, follow these steps:

Log in to Salesforce as an administrator.
From the App Launcher, select Create > Apps.
Scroll to the bottom of the page and select New under Connected Apps.
Fill in the basic information for the Connected App, including the app name, API name, and contact email.
Specify the OAuth scopes, which determine the level of access the Connected App has to data and services in Salesforce.
Select the required IP ranges for the Connected App.
Save the Connected App.

Here's an example of how to create a Connected App using the Salesforce CLI:

sfdx force:connectedapp:create -a MyConnectedApp -f config/MyConnectedApp.json

The config/MyConnectedApp.json file contains the configuration details for the Connected App. This command creates the Connected App in your default org and adds the connected app definition to the local force-app/main/default/connectedApps folder in your project.

Answer 74

Salesforce Bulk API is used to perform bulk data operations, such as insert, update, delete, and query, for large amounts of data. The following are the steps to use the Salesforce Bulk API:

Authenticate with Salesforce: First, you need to authenticate with Salesforce and get an access token. This can be done by making a request to the OAuth authentication endpoint with your client ID, client secret, and username and password.
Create a job: Next, you need to create a job to perform the bulk operation. This can be done by making a POST request to the /services/async/api/job endpoint and specifying the job details, such as the operation type and object type.
Add data to the job: After creating the job, you can add data to it by making a POST request to the /services/async/api/job/{jobId}/batch endpoint. The data needs to be in a specific format, such as CSV or XML.
Monitor the job status: After adding the data to the job, you can monitor its status by making a GET request to the /services/async/api/job/{jobId} endpoint. The job status can be "Open," "Upload Complete," or "Closed."
Get the results: Finally, you can get the results of the job by making a GET request to the /services/async/api/job/{jobId}/batch/{batchId} endpoint. The results will include information about any errors that occurred during the bulk operation.

Here is a code snippet in Python to insert data using the Salesforce Bulk API:

import requests
import json

# Authenticate with Salesforce and get an access token
url = 'https://login.salesforce.com/services/oauth2/token'
data = {
    'grant_type': 'password',
    'client_id': '<client_id>',
    'client_secret': '<client_secret>',
    'username': '<username>',
    'password': '<password>'
}
response = requests.post(url, data=data)
access_token = response.json()['access_token']

# Create a job to perform the bulk insert
url = 'https://<instance>.salesforce.com/services/async/api/41.0/job'
headers = {
    'Authorization': 'Bearer ' + access_token,
    'Content-Type': 'application/json'
}
data = {
    'operation': 'insert',
    'object': 'Account',
    'contentType': 'CSV',
    'lineEnding': 'CRLF'
}
response = requests.post(url, headers=headers, json=data)
job_id = response.json()['id']

# Add data to the job
url = 'https://<instance>.salesforce.com/services/async/api/41.0/job/' + job_id + '/batch'
headers = {
    'Authorization': 'Bearer ' + access_token,
    'Content-Type': 'text/csv'
}
data = 'Name,Industry\n'
data += 'Test Account 1,Technology\n'
data += 'Test Account 2,Finance\n'
response = requests

Answer 75

A custom domain in Salesforce allows you to access your Salesforce Community using a custom URL instead of the default Salesforce URL. To set up a custom domain for a Salesforce Community, follow these steps:

Create a new domain in Salesforce:

1. Go to Setup in Salesforce and navigate to "Domains" under "Communities."
2. Click the "New Domain" button.
3. Enter the desired domain name and click "Check Availability."
4. If the domain name is available, click "Register Domain."

Verify ownership of the domain:

1. Go to your domain registrar and add a CNAME record to verify ownership of the domain.
2. Enter the information provided by Salesforce into the CNAME record.
3. Save the changes and click "Verify Domain" in Salesforce.

Assign the domain to your community:

1. Go to "Communities" in the Setup menu and click on the name of your community.
2. In the community settings, click on the "Public Access Settings" link.
3. Under "Domain Settings," select the newly created custom domain.
4. Save the changes.

After following these steps, your Salesforce Community will be accessible using the custom URL you created.

Answer 76

Salesforce Einstein Analytics is a powerful platform that enables you to visualize and analyze Salesforce data. To use the platform, you will need to follow these steps:

Set up Einstein Analytics: If you have not already set up Einstein Analytics, you will need to do so. This involves creating a new analytics app and connecting it to your Salesforce org.
Create a dataset: Once you have set up Einstein Analytics, you will need to create a dataset. This is essentially a collection of data that you want to analyze and visualize. You can create a dataset from a Salesforce object, such as Accounts or Opportunities, or from an external data source.
Visualize data: After you have created a dataset, you can start to visualize your data. You can create charts, graphs, and other visualizations to help you understand and interpret your data. You can also create dashboards to display your visualizations and share them with others.

Here's an example of how you can create a bar chart to visualize data in Einstein Analytics:

1. In the Einstein Analytics app, click the “New” button and select “Chart”.

2. Choose the “Bar” chart type.

3. Select the dataset you want to use for your chart.

4. Drag and drop the fields you want to include in your chart into the X and Y axes.

5. Customize the chart as needed, such as adding a title and adjusting the color palette.

6. Save the chart and add it to a dashboard.

These steps should help you get started with using the Salesforce Einstein Analytics platform to visualize and analyze your Salesforce data.

Answer 77

A custom metadata type in Salesforce is a type of metadata that represents your custom business or application metadata. This metadata can be stored as a custom object in Salesforce and can be used to build custom functionality or store custom data.

To create a custom metadata type in Salesforce, follow these steps:

Go to Setup > Develop > Custom Metadata Types.
Click on the “New Custom Metadata Type” button.
Fill in the required information, such as the custom metadata type name, label, and description.
Define the fields that you want to include in your custom metadata type.
Select the appropriate access settings, such as “Visible” or “Read-Only”.
Click “Save” to create your custom metadata type.

You can now create records for your custom metadata type and use them in your Apex classes, Visualforce pages, and Lightning components.

Example:

public with sharing class ExampleController {
    public CustomMetadataType__mdt exampleMetadata { get; set; }

    public ExampleController() {
        exampleMetadata = [SELECT Id, Name, Description__c, Read_Only__c FROM CustomMetadataType__mdt WHERE DeveloperName = 'Example_Metadata_Type' LIMIT 1];
    }
}

In the example, we're querying a custom metadata type called "Example_Metadata_Type" and storing its data in the exampleMetadata variable. This variable can now be used in a Visualforce page or Lightning component to display the custom metadata type's information.

Answer 78

A roll-up summary field in Salesforce is a type of custom field that allows you to calculate and display a value from child records on a parent record. Roll-up summary fields can be used to summarize data from related objects, such as counting the number of related records, calculating the sum of a field, or finding the minimum or maximum value in a set of related records.

To create a roll-up summary field:

Navigate to the parent object for which you want to create the roll-up summary field.
Go to the "Fields" section and click the "New" button.
Select "Roll-Up Summary" as the field type.
Provide a name and label for the field.
Choose the child object that you want to use to summarize data and the type of calculation that you want to perform (e.g. Sum, Count, Minimum, Maximum).
Select the field from the child object that you want to use in the calculation.
Save the field.

Answer 79

A custom email template in Salesforce is a pre-designed email format that can be used to send emails to your customers, contacts, leads, and other recipients. You can create a custom email template in Salesforce to standardize the appearance and content of your emails, making it easier and faster to send professional-looking messages.

Here's an example of how to create a custom email template in Salesforce:

From Setup, enter "Email Templates" in the Quick Find box, then select "Email Templates."
Click the "New Template" button.
Select the type of email template you want to create (e.g. Text, HTML, Custom).
Enter a name for the template and a subject line.
Design the template using merge fields and standard HTML.
Save the template.

You can also use custom email templates to send emails from custom buttons, custom links, and custom Apex classes. To use a custom email template, you simply select it from a list when sending an email.

Answer 80

Salesforce Identity is a platform that allows you to manage authentication and authorization for Salesforce and third-party apps. To use the Salesforce Identity platform, you need to set up an authentication provider, which determines how users will log in to your Salesforce org.

Here's an example of how to set up an authentication provider in Salesforce:

Go to Setup > Identity > Auth. Providers.
Click on the "New" button.
Select the type of authentication provider you want to set up, such as Salesforce, Google, or Facebook.
Fill in the necessary information for the authentication provider, such as API key, secret key, and callback URL.
Test the authentication provider to make sure it's set up correctly.
Assign the authentication provider to the profiles of the users who will be using it.

With the authentication provider set up, you can then use the Salesforce Identity platform to manage authorization for your Salesforce org and third-party apps. This includes setting up access policies, such as OAuth scopes, and granting permissions to users for accessing data and services.

Here's an example of how to grant OAuth scopes in Salesforce:

Go to Setup > Identity > OAuth Policies.
Click on the "New" button.
Enter a name and description for the OAuth policy.
Select the OAuth scopes you want to grant, such as full access or read-only access.
Assign the OAuth policy to the profiles of the users who will be using it.

With the Salesforce Identity platform, you can manage authentication and authorization in a secure and flexible way, ensuring that only authorized users have access to your sensitive data and services.

Answer 81

A multi-currency organization in Salesforce is an organization that is enabled to support multiple currencies. When a multi-currency organization is set up, users can enter and view amounts in multiple currencies, and Salesforce will automatically convert those amounts to a single reporting currency for financial reporting and forecasting purposes.

To set up a multi-currency organization in Salesforce, you need to perform the following steps:

Obtain the necessary permissions: Only users with the "Manage Currencies" permission can set up a multi-currency organization.
Define the organization's reporting currency: You need to specify the currency that you want to use for reporting and forecasting purposes. This currency is referred to as the reporting currency.
Define the organization's other currencies: You need to specify all of the other currencies that you want to support in your organization.
Specify currency conversion rates: You need to specify the exchange rates between the reporting currency and each of the other currencies that you have defined.
Enable multi-currency support: After you have specified the reporting currency, other currencies, and currency conversion rates, you can enable multi-currency support in your organization.

Answer 82

The Salesforce DX (Development Experience) tooling API is a set of REST-based web services that allow developers to automate and streamline various development tasks within the Salesforce platform. Some common tasks that can be automated using the Salesforce DX tooling API include:

Creating and managing Salesforce orgs
Building and deploying source code
Running tests and retrieving test results
Creating and managing packages and metadata

To use the Salesforce DX tooling API, developers need to have a basic understanding of REST API concepts, as well as experience with the Salesforce platform.

Here's a simple example of how you might use the Salesforce DX tooling API to retrieve a list of Apex classes in your org:

curl https://<instance_url>/services/data/v50.0/tooling/query/?q=SELECT+Id,+Name+FROM+ApexClass

In this example, <instance_url> is the URL of your Salesforce instance, and the query SELECT Id, Name FROM ApexClass retrieves a list of all Apex classes in your org, along with their IDs and names. The result of this API call is returned in JSON format.

You can use tools like Postman or a command-line HTTP client to make API calls and automate tasks in Salesforce. The exact implementation will depend on the specific use case and the tools you choose to use.

Answer 83

A Salesforce Canvas app is a type of custom app that allows you to embed external applications within Salesforce. This can be useful for integrating various applications into Salesforce so that users can access them from within the Salesforce platform. Canvas apps are created using the Canvas framework, which provides a secure and scalable way to integrate external applications with Salesforce.

To integrate a Canvas app with external applications, you'll need to perform the following steps:

Create a connected app in Salesforce to represent the external application you want to integrate.

Go to Setup > Build > Create > Apps.
Click New in the Connected Apps section.
Enter the necessary information, such as the connected app name and API name.
Select the desired OAuth scopes.
Click Save.

Define the canvas app within Salesforce using the Canvas framework.

Go to Setup > Build > Develop > Canvas.
Click New.
Enter the necessary information, such as the canvas app name and API name.
Click Save.

Connect the canvas app to the external application by configuring the connected app you created in step 1.

Go to the canvas app you created in step 2.
Click Edit.
Click the Connected App tab.
Select the connected app you created in step 1 from the Connected App drop-down list.
Click Save.

Add the canvas app to a Salesforce page, such as a record page or home page, by using the Salesforce page layout editor.

Go to Setup > Build > Customize > [Object] > Page Layouts.
Click Edit next to the desired page layout.
Click the Canvas App component in the list of available components.
Add the canvas app to the desired location on the page layout.
Click Save.

This is a high-level overview of how to integrate a Canvas app with external applications in Salesforce. The specific steps and details may vary depending on the particular use case and requirements.

Answer 84

Salesforce provides a feature called Salesforce Data Integration, which allows you to synchronize data across different systems, ensuring that the data is consistent and up-to-date in all the systems. The process of integrating the data can be achieved by using one of the following methods:

Import/Export: You can use the Salesforce Import wizard to import data into Salesforce or export data out of Salesforce. This is a simple way to perform data synchronization between Salesforce and other systems.
Apex Data Loader: Apex Data Loader is a command-line tool that allows you to import and export large amounts of data into and out of Salesforce. This tool is ideal for performing data integration tasks.
Salesforce-to-Salesforce (S2S) integration: You can use the Salesforce-to-Salesforce (S2S) integration feature to synchronize data between two Salesforce orgs. This feature provides a secure, fast, and reliable way to integrate data between different Salesforce orgs.

By using any of the above methods, you can perform data synchronization between Salesforce and other systems, ensuring that your data is consistent and up-to-date.

Answer 85

A Salesforce Knowledge base is a feature that allows organizations to create and manage a centralized repository of information, such as articles and FAQs, to help customers and support agents find answers to their questions. Setting up a Salesforce Knowledge base involves several steps:

Enable Knowledge in your Salesforce org: To enable Knowledge, navigate to Setup > Features > Service > Knowledge. Then, click on Edit and select the options you want.
Create a Knowledge Article Type: To create a new article type, navigate to Setup > Objects and Fields > Article Types. Then, click on New Article Type and fill in the required fields.
Create a Knowledge Category: To create a new category, navigate to Setup > Objects and Fields > Categories. Then, click on New and fill in the required fields.
Customize the Knowledge Page Layout: To customize the page layout, navigate to Setup > Objects and Fields > Article Types. Then, select the article type you want to customize and click on Page Layout.
Add articles to the Knowledge base: To add articles to the knowledge base, navigate to Knowledge > Articles. Then, click on New Article and fill in the required fields.

Answer 86

Salesforce Connect is a feature that allows you to access data from external sources, such as databases and cloud-based apps, directly within Salesforce. This allows you to access and utilize this data without having to switch between multiple systems.

To set up Salesforce Connect, you need to perform the following steps:

Determine the external data source you want to connect to.
Choose the appropriate connection type based on the data source, such as OData 2.0, OData 4.0, or Custom Apex Connector.
Create a new external data source in Salesforce using the connection type you chose. This involves entering the necessary credentials, URL, and other details for the external data source.
Create a new external object in Salesforce to represent the data from the external data source. This is done using the external data source you created in the previous step.
Map the fields from the external object to the fields in Salesforce, to ensure that the data from the external data source is properly displayed in Salesforce.
Create a custom tab for the external object, to make it easily accessible within Salesforce.
Define the access and security settings for the external object, to determine who can access the data and how they can interact with it.

Answer 87

A lookup filter in Salesforce is a way to control the values that appear in a lookup field. It allows you to restrict the values that can be selected in a lookup field based on certain criteria. You can create a lookup filter to enforce business rules and improve data quality.

To create a lookup filter in Salesforce, you need to perform the following steps:

Go to the Object Manager in the Salesforce Setup and click on the object you want to create the filter on.
Click on the "Fields & Relationships" section, and then click the lookup field you want to filter.
Scroll down to the "Lookup Filter" section, and click the "New" button.
Fill out the filter details, including the name, description, active status, filter criteria, and error message.
Click the "Save" button to create the filter.

Answer 88

A High-Volume Platform Event is a new type of platform event in Salesforce that can handle large volume of event messages (up to 100,000 per second) and enables real-time communication between Salesforce and other systems.

To create a High-Volume Platform Event, follow these steps:

From Setup, enter "Platform Events" in the Quick Find box, then select Platform Events.
Click on the "New Platform Event" button.
Fill in the required information for the platform event, including: Event Object Name, API Name, and description.
Click the "Save" button to create the platform event.

Here's a code example in Apex to create a High-Volume Platform Event:

@AuraEnabled
public static PlatformEvent createEvent(String eventName) {
    PlatformEvent event = new PlatformEvent(EventType = eventName);
    insert event;
    return event;
}

Once the High-Volume Platform Event has been created, you can use the Salesforce API to publish messages to the event and subscribe to the event to receive messages in real-time.

Answer 89

Salesforce Shield is a platform that provides advanced security features to encrypt data at rest and in transit. Here's how you can use it:

Enable Salesforce Shield: Before you can use Salesforce Shield, you need to enable it for your organization. To do this, navigate to Setup > Security > Platform Encryption and click on Encrypt Data.
Set up encryption policies: After enabling Salesforce Shield, you can create encryption policies for your data. To do this, navigate to Setup > Security > Platform Encryption > Encryption Policies and click on New. You can define the encryption policies for specific objects, fields, and data types.
Encrypt Data: Once the encryption policies are set up, Salesforce will automatically encrypt the data as specified in the policies.

Here's a code snippet to demonstrate the basic steps to encrypt data with Salesforce Shield:

// Enable Salesforce Shield
EncryptionSettings__c es = EncryptionSettings__c.getInstance();
es.Encrypted__c = true;
update es;

// Set up encryption policies
EncryptionKey key = new EncryptionKey();
key.KeyType = 'AES';
key.DisplayName = 'Encryption Key';
insert key;

EncryptionPolicy policy = new EncryptionPolicy();
policy.KeyId = key.Id;
policy.TargetApexClass = 'Account';
policy.TargetField = 'Name';
insert policy;

// Encrypt data
Account acc = new Account();
acc.Name = 'My Account';
insert acc;

Tuesday, April 4, 2023

Salesforce Administrator interview questions with detailed answers

Salesforce Administrator Interview Questions For Freshers

How do you create a new user in Salesforce?

What is a profile in Salesforce and how do you assign it to a user?

What is a role in Salesforce and how do you create one?

How do you create a report in Salesforce?

What is a dashboard in Salesforce and how do you create one?

What is a field in Salesforce and how do you create one?

What is a validation rule in Salesforce and when would you use one?

What is a record type in Salesforce and how do you create one?

How do you set up a new custom app in Salesforce?

How do you add a new custom tab to a Salesforce app?

What is a lookup field in Salesforce and how do you create one?

What is a sharing rule in Salesforce and when would you use one?

How do you create a formula field in Salesforce?

What is the difference between a lead and an opportunity in Salesforce?

What is a queue in Salesforce and how do you create one?

How do you use the Salesforce Setup menu to configure an organization?

How do you use the Data Import Wizard to import data into Salesforce?

What is a report type in Salesforce and how do you create one?

How do you set up a custom domain in Salesforce?

What is a lookup relationship in Salesforce and how do you create one?

How do you use the Salesforce AppExchange to find and install apps?

How do you set up a new custom object in Salesforce?

What is a report folder in Salesforce and how do you create one?

How do you use the Salesforce Help and Training portal to learn about Salesforce features?

What is a custom report in Salesforce and how do you create one?

How do you use the Salesforce Data Import Wizard to update existing records?

What is a default value in Salesforce and how do you set one for a field?

How do you use the Salesforce AppExchange to find and install apps?

What is a lookup filter in Salesforce and how do you create one?

Salesforce Administrator Intermediate Interview Questions

What is a permission set in Salesforce and how do you assign it to a user?

How do you create a workflow rule in Salesforce?

What is an approval process in Salesforce and how do you set one up?

How do you create a custom field in Salesforce?

What is a data loader in Salesforce and how do you use it?

What is a sharing setting in Salesforce and how do you set one up?

What is a junction object in Salesforce and when would you use one?

How do you set up a dependent picklist in Salesforce?

How do you use a formula field in Salesforce?

What is a chatter group in Salesforce and how do you create one?

What is a role hierarchy in Salesforce and how do you set it up?

How do you create a custom label in Salesforce?

What is a custom setting in Salesforce and how do you create one?

What is a Salesforce Community and how do you set one up?

How do you use the Salesforce App Launcher to navigate between apps?

What is a cross-object formula field in Salesforce and how do you create one?

How do you use the Salesforce App Builder to create a custom Lightning page?

What is a report subscription in Salesforce and how do you set one up?

How do you use the Salesforce Mobile App to access Salesforce data on the go?

How do you use the Data Loader CLI to automate data imports and exports?

How do you use the Salesforce Field Service Lightning platform to manage field service operations?

How do you use the Salesforce Metadata API to deploy metadata changes across environments?

What is a chatter feed in Salesforce and how do you create one?

What is a list view in Salesforce and how do you create one?

How do you set up a custom index in Salesforce to improve query performance?

What is a cross-object workflow in Salesforce and how do you create one?

How do you use the Salesforce Lightning Experience to improve the user interface?

What is a junction object in Salesforce and how do you use it?

How do you use the Salesforce Platform Encryption feature to protect sensitive data?

What is a service level agreement (SLA) in Salesforce and how do you set one up?

Salesforce Administrator Interview Questions For Experienced

How do you use the Salesforce CLI to automate Salesforce tasks?

What is a custom report type in Salesforce and how do you create one?

How do you create a global picklist in Salesforce?

How do you set up a managed package in Salesforce?

What is a data dictionary in Salesforce and how would you create one?

How do you use the Salesforce AppExchange to find and install apps?

How do you use the REST API in Salesforce to automate tasks?

What is a field history tracking in Salesforce and how do you set one up?

What is a data cleansing in Salesforce and how do you perform it?

What is a data backup and recovery process in Salesforce and how do you implement it?

What is a Lightning Web Component (LWC) in Salesforce and how do you create one?

How do you use the Data Export Service to export data from Salesforce?

What is a data skew in Salesforce and how do you address it?

What is a Salesforce Connected App and how do you set one up?

How do you use the Salesforce Bulk API to perform bulk data operations?

How do you set up a custom domain for a Salesforce Community?