Q1. How would you debug the issue where a user cannot see some records in Salesforce?
Scenario: The user complains that they cannot view some records in Salesforce. How will you solve this problem as an Admin?
Answer: I will first look at the sharing rules and profile to make sure the user has permission to view those records. I will then look at organization-wide defaults for the object to make sure the sharing is correct and then at role hierarchy and manual sharing to make sure the user has the correct permissions. I will also take a look at the permission sets to make sure I can add more permissions for the user.
Q2. What would you do in order to prevent duplicate records in Salesforce?
Scenario: What will you do in order to prevent the creation of duplicate records if your Salesforce system has an increase in duplicate records, and you need to prevent it?
Answer: To prevent creation of new duplicate records I will set up the matching rules and the duplicate rules. The matching rules enable the system to identify duplicate records at the point of entry. The system will then alert the user or prevent the creation of the duplicate record. I will then use the Duplicate Management tool in order to merge the duplicate records.
Q3. A workflow rule isn’t working as intended. What would you do?
Scenario: The workflow rule intended for updating a particular field is not triggering as expected.
Answer: I would first look at the workflow criteria to make sure they are properly defined. I will then look at the trigger conditions to make sure they are satisfied. Then I will go on and take a look at the debug logs and see if there are any problems in that or in its execution and then I would consider using the Flow Builder for better flexibility and control.
Q4. What will you do if incorrect information is being displayed on the dashboard and a user complains about it?
Scenario: If the user has a complaint that there is incorrect information being displayed on the dashboard what will you do to fix the issue?
Answer: In this case first of all I would look at the reports in order to make sure that the information is being retrieved and being displayed correctly. Secondly, I would look at the permissions for the user in order to make sure that he is allowed to see this information. In any case if this fails, I would look at the information provided in order to make sure that it is correct.
Q5. How would you automate the process of updating the Opportunity Stage after sending a follow-up email?
Scenario: The Opportunity Stage should be updated automatically if a person sends a follow up email.
Answer: In order to ensure this, what I would do is that I would make use of the Process Builder or the Flow Feature so that the Opportunity stage gets updated and then create a process or flow based on a trigger which will occur when an email activity is logged in.
Q6. How do you manage the access given to the users in a multi-tiered org with various departments?
Scenario: In a very large company there are so many departments and hence a lot of different user user access configurations for different departments within the organization so in that case how would you manage user access for records and objects?
Answer: In this case I would implement role hierarchies for user access which would be managed with the help of user profiles for object level access and in addition to this permission sets would be implemented for the user access to certain fields, records and functions. To master more questions like these, consider enrolling for a
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Q7. What steps would you take in order to ensure the integrity of data when migrating data to Salesforce?
Scenario: Describe a situation in which you would have to transfer information from an outside system into salesforce.
Answer: In order to do this firstly I would identify the fields in both the systems and then compare them for its consistency and accuracy and with that I would perform a small scale migration in order to confirm the integrity of the info after it has been transferred and then set up data validation rules for the future.
Q8. A report shows incorrect data despite the data being correct in the system. How do you fix this?
Scenario: Users identify discrepancies in the information presented in the reports and the actual information in the records.
Answer: In this case I would first check the filters on the reports in order to ensure that have been correctly defines and then I would check the type of report ensuring that it is pulling out the info correctly and from the correct objects and then consider changing the formula fields or summary field on the reports ensuring that the calculations are correct. If you want to learn more about how to do this efficiently then you should consider enrolling in a good
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Q9. If records need to be deleted, but it’s referenced in multiple related records then how would you handle this situation?
Scenario: You have to delete a record but that is being prevented by Salesforce due to its relationship.
Answer: When this is the case I would first look at the relationships and see which records on the dependent on the ones that i have to delete and then i would delete them or assign them in order to ensure that there is no dependencies and then also consider the “Cascade Delete” option in order to avoid any issues.
Q10. How would you troubleshoot when a user reports that they are not able to access the custom report type?
Scenario: When a user is not able to access a custom report type that he should be able to
Answer: In this case i would first check the profile of the user and ensure that he has the access to the report type and then i would make sure that the report is configured properly so that it includes all the necessary objects and fields and if required i would make sure that it is set to “Public” access or share it with the user.
