Net Business Solutions Salesforce Administrator Interview Questions, Process, and Tips

Report is a data visualization tool in Salesforce, while report type defines the object and fields available for a report.

• Report is a data visualization tool used to display data in Salesforce.

• Report type defines the object and fields available for a report.

• Reports can be created based on report types to display specific data.

• Report types determine the data that can be included in a report.

Page layout defines the layout and organization of fields on a record page, while a record is a single instance of a specific object with data.

• Page layout determines the fields displayed on a record page, while a record is the actual data stored in those fields.

• Page layout can be customized to show/hide fields, rearrange their order, or set field-level security, while a record is unique to each instance of an object.

• Ch...read more

DataLoader is a Salesforce tool used for importing, exporting, and deleting data in Salesforce.

• DataLoader is a desktop application provided by Salesforce for bulk data management.

• It can be used to insert, update, upsert, delete, or export Salesforce records.

• DataLoader uses CSV files to perform data operations in Salesforce.

• It is commonly used for data migration, data synchronization, and data cleaning tasks.

• DataLoader ...read more

Salesforce is a cloud-based customer relationship management (CRM) platform used for managing sales, customer service, marketing, and more.

• Cloud-based CRM platform

• Used for managing sales, customer service, marketing, etc.

• Provides tools for automation, analytics, and collaboration

• Customizable to fit specific business needs

• Integrates with other business applications

CRM stands for Customer Relationship Management. It is a technology for managing all your company's relationships and interactions with customers and potential customers.

• Helps in managing customer data, interactions, and relationships

• Improves customer service and satisfaction

• Increases sales and marketing effectiveness

• Automates repetitive tasks and workflows

• Provides insights and analytics for better decision-making

There are 9 clouds in Salesforce, each representing a different product or service.

• Sales Cloud

• Service Cloud

• Marketing Cloud

• Commerce Cloud

• Community Cloud

• Analytics Cloud

• App Cloud

• IoT Cloud

• Health Cloud