Salesforce Admin and Advanced Admin Topics –
Detailed Explanation for Interviews
■ Salesforce Administrator Topics Explained
Organizational Setup
• Company Profile: Manage currency, locale, time zone, and language settings.
• Business Hours & Holidays: Set up working hours and non-working days for escalation and
support.
• Fiscal Year: Define fiscal periods for reports and forecasting.
• UI Settings: Customize UI for productivity – like hover details, collapsible sections.
User Setup
• Create/Manage Users: Add users and assign licenses and roles.
• Profiles vs Permission Sets: Grant base access (profiles) and additional access (permission sets).
• Login History: Track who logged in and from where.
• Delegated Administration: Assign specific admin tasks to non-admin users.
Security and Access
• Profiles & Permission Sets: Define object and field-level access.
• Role Hierarchy: Controls record-level access.
• OWD: Sets baseline record access across the org.
• Sharing Rules: Automate additional access based on criteria.
• Manual Sharing: Allow users to share individual records.
Standard and Custom Objects
• Objects: Represent tables of data (Account, CustomObject__c).
• Relationships: Lookup, Master-Detail, Many-to-Many via junction object.
• Record Types: Create different business processes on the same object.
• Validation/Formulas: Enforce rules and derive values.
Sales and Marketing Apps
• Lead Management: Capture, qualify, and convert leads.
• Opportunities: Track deals and stages.
• Campaigns: Manage marketing efforts and ROI.
• Price Books & Quotes: Standardize pricing for products.
Service and Support Apps
• Cases: Track customer issues.
• Assignment/Escalation Rules: Auto-assign cases and escalate if not handled.
• Solutions/Knowledge: FAQs and documented solutions.
• Entitlements: Define SLA timelines.
Activity Management
• Tasks/Events: Track follow-ups and meetings.
• Chatter: Collaborate within Salesforce.
• Feeds: Track record changes and comments.
Data Management
• Data Loader vs Import Wizard: For bulk data import/export.
• Duplicate Rules: Prevent data redundancy.
• Mass Transfer/Delete: Move records between owners.
Reports and Dashboards
• Report Types: Tabular, Summary, Matrix, Joined.
• Filters & Formulas: Focus data and calculate metrics.
• Dashboards: Visual representation with charts, metrics, etc.
• Dynamic Dashboards: View data as different users.
Workflow and Automation
• Workflow: Simple automation – email alerts, field updates.
• Process Builder: Multi-step visual automation.
• Approval Process: Automate record approvals.
• Outbound Messages: Integrate with external systems.
Mobile and App Customization
• Mobile App: Configure branding, nav menu.
• Compact Layouts: Optimize views for mobile.
• Quick Actions: Speed up common tasks.
AppExchange
• Install pre-built apps: Save dev time and extend functionality.
• Security Review: Ensure apps are safe before install.
■ Salesforce Advanced Administrator Topics
Explained
Security and Access (Advanced)
• Session Settings: Control session timeouts and IP restrictions.
• Login Flows: Customize user login experience.
• Two-Factor Auth: Increase org security with MFA.
• My Domain: Branded login and better Lightning experience.
• Territory Management: Assign users by geography or business unit.
Objects & Relationships (Advanced)
• Dynamic Forms: Customize fields per user/page.
• Big Objects: Store massive data outside standard objects.
• External Objects: Show external data in real time.
• Advanced Record Types: Different processes for same object.
Sales Cloud Applications (Advanced)
• Opportunity Teams: Collaborate across sales reps.
• Opportunity Splits: Credit multiple users for one deal.
• Campaign Influence: Track marketing impact on sales.
• Territory Management: Segment sales team by region.
Service Cloud Applications (Advanced)
• Omni-Channel: Route work to agents in real time.
• Macros: Automate repeated agent actions.
• Live Agent: Chat support from website.
• Case Teams: Collaborative case handling.
• Entitlements/Milestones: SLA enforcement and tracking.
Process Automation (Advanced)
• Flow: Powerful visual automation tool.
• Subflows: Reuse automation logic.
• Scheduled Flows: Automate time-based actions.
• Fault Paths: Handle errors gracefully.
Change Management
• Change Sets: Deploy metadata between orgs.
• Sandboxes: Dev, Test, Partial, Full – for safe changes.
• Deployment Strategies: Plan rollouts and minimize downtime.
Analytics and Dashboards (Advanced)
• Joined Reports: Compare data from multiple report types.
• Dynamic Dashboards: Show real-time data per user.
• Row-Level Formulas: Custom calculations inside reports.
• Custom Report Types: Extend what you can report on.
Data Management (Advanced)
• Data Archival: Offload old data.
• Field History/Audit Trail: Track changes over time.
• Duplicate & Matching Rules: Prevent duplicate records.
Mobile and App Customization
• Lightning App Builder: Customize UI with drag-drop components.
• Mobile-Only Pages: Optimize mobile user flows.
• App Manager: Create and manage Lightning Apps.
AppExchange and Integration
• API Limits: Monitor usage against org limits.
• Named Credentials: Secure external API connections.
• Managed Packages: Install 3rd-party solutions.
Governance and Monitoring
• Health Check: Security scorecard.
• Optimizer: Recommend performance improvements.
• Debug Logs: Troubleshoot errors.
• Event Monitoring: Track user behavior and performance.
