Salesforce Admin Basic Questions and Answers

By

FIELDS & FIELD TYPES

  1. What are the different field types available in Salesforce?

    • Text, Number, Currency, Date, Date/Time, Percent, Picklist, Multi-Select Picklist,

    • Checkbox, Email, Phone, URL, Text Area, Long Text Area, Rich Text Area,

    • Auto Number, Formula, Roll-Up Summary, Geolocation.

  2. What is the difference between a standard field and a custom field?

    • Standard fields are provided by Salesforce by default.

    • Custom fields are created by users as per business needs.

  3. What is a formula field? Can you give an example?

    • A formula field calculates values using other fields.

    • Example: A formula field showing Total Price = Quantity * Unit Price.

  4. What is a roll-up summary field? On which relationship can you create it?

    • It calculates values (SUM, MIN, MAX, COUNT) from child records.

    • It can only be created on Master-Detail relationships.

  5. What is an auto-number field? Where have you used it?

    • It auto-generates a unique number for each record.

    • Used in objects like Invoice, Order, Case for tracking.

  6. What is the difference between text, long text area, and rich text area fields?

    • Text: short strings (up to 255 chars)

    • Long Text Area: large text blocks (up to 131,072 chars)

    • Rich Text Area: same as long text + formatting options (bold, images, etc.)

  7. What is a checkbox field used for?

    • It's used for Yes/No (True/False) kind of data. Example: Is Active, Is Approved.

  8. What is the difference between a picklist and a multi-select picklist?

    • Picklist allows only one value to be selected; multi-select picklist allows multiple values.

  9. What are dependent picklists?

    • A picklist that shows values based on the selection of another field.

    • Example: State picklist depends on Country field.

  10. Can we change the data type of a field once it is created?

    • Yes, but with restrictions. Some types like changing from Text to Number may cause data loss.

DATA TYPES

  1. What are the different data types in Salesforce?

    • Text, Number, Percent, Currency, Date, Date/Time, Checkbox, Picklist, etc.

  2. What is the difference between number, currency, and percent data types?

    • Number: for regular numbers

    • Currency: shows currency symbol (e.g. Rs.)

    • Percent: displays as percentage

  3. When would you use a formula field with return type "Checkbox" or "Text"?

    • Checkbox: when the result is true/false. Example: IF(Amount > 1000, TRUE, FALSE)

    • Text: when output is a string. Example: IF(Stage = 'Closed Won', "Success", "In Progress")

  4. What happens when you change the data type of a field from text to number?

    • It may lead to data loss or errors if existing data has letters or symbols.

RELATIONSHIPS

  1. What are the different types of relationships in Salesforce?

    • Lookup, Master-Detail, Many-to-Many (via junction object), External Lookup, Indirect Lookup, Hierarchical.

  2. What is the difference between Lookup and Master-Detail relationships?

    • Lookup: loosely coupled, child can exist without parent

    • Master-Detail: tightly bound, child cannot exist without parent

  3. Can we convert a Lookup to Master-Detail? And vice versa?

    • Yes, if all records have parent values and there are no existing roll-up summaries.

  4. What is a junction object?

    • A custom object used to create many-to-many relationships between two objects.

    • Example: Student <-> Course <-> Enrollment (junction).

  5. How does a roll-up summary field work in a Master-Detail relationship?

    • It calculates values on the master object from related detail records.

  6. What happens to child records when a parent is deleted in both Lookup and Master-Detail relationships?

    • Master-Detail: child records are deleted (cascade delete)

    • Lookup: child records stay (unless we manually set behavior)

  7. Can a child record have two master records?

    • Yes, only one primary master and one secondary in a junction object.

  8. Can we create a relationship between standard and custom objects?

    • Yes, both directions are possible.

  9. What is an external lookup relationship?

    • It links a Salesforce object to an external object using an external ID.

  10. What is an indirect lookup relationship?

    • It links an external object to a Salesforce object using a custom field that matches an external ID.

  11. What are hierarchical relationships? Where are they used?

    • A special lookup available only on the User object to represent org structure (e.g., manager-subordinate).


Comments

Post a Comment

Popular posts from this blog

Database Methods

By
Image
Database Methods Apex contains the built-in Database class, which provides methods that perform DML operations and mirror the DML statement counterparts. These Database methods are static and are called on the class name. Database.insert() Database.update() Database.upsert() Database.delete() Database.undelete() Database.merge() Unlike DML statements, Database methods have an optional allOrNone parameter that allows you to specify whether the operation should partially succeed. When this parameter is set to false , if errors occur on a partial set of records, the successful records will be committed and errors will be returned for the failed records. Also, no exceptions are thrown with the partial success option. This is how you call the insert method with the allOrNone set to false . Database.insert(recordList, false); The Database methods return result objects containing success or failure information for each record. For example, insert and update...
Read more

DML Manipulation

By
Image
Manipulate Records with DML Create and modify records in Salesforce by using the Data Manipulation Language, abbreviated as DML. DML provides a straightforward way to manage records by providing simple statements to insert, update, merge, delete, and restore records. Because Apex is a data-focused language and is saved on the Lightning Platform, it has direct access to your data in Salesforce. Unlike other programming languages that require additional setup to connect to data sources, with Apex DML, managing records is made easy! By calling DML statements, you can quickly perform operations on your Salesforce records. This example adds the TCS  account to Salesforce. An account sObject is created first and then passed as an argument to the insert statement, which persists the record in Salesforce. // Create the account sObject Account acct = new Account(Name='TCS', Phone='(123)456-7890', NumberOfEmployees=100); // Insert the account by using DML insert ...
Read more