 Hello, everyone. I'm Sanjay Gupta. I welcome you on Sanjay Gupta Tech School. In this video, I'm going to discuss about admin config related questions and answers. So if you are giving interview as an fresher, so there may be a question like what is Salesforce? So you can say Salesforce is the world's most popular CRM system. CRM basically stands for Customer Relationship Management. So many companies and customers rely on this dynamic web-based low-cost CRM platform. It was founded in 1999 by a formal oracle executive Mark Benioff. Salesforce CRM provides a complete feature with solution for marketing, sales services, health, nonprofit, education, partner and community management, etc. Next question can be what is CRM? So as I told you, it stands for Customer Relationship Management. So broadly defined CRM is a strategy for managing a company's interaction with clients and sales prospects and ensuring the connect sustains throughout the relation. So if you want to build a system where you interact with a customer, so that system is basically known as Customer Relationship Management and Salesforce basically implements this functionality. So it can be known as a CRM. Now, what all editions are available in Salesforce? So we have personal edition, we have group edition, professional edition, enterprise edition, performance edition, unlimited edition, developer edition, contact manager editions. Then what all licenses are available in Salesforce? So Salesforce users, license, Salesforce platform and Lightning platform users, chatter plus users, chatter free users, chatter external users, customer community, customer community plus and partner community external users, portal users who are a member of a Salesforce community. So these are some examples of licenses which are available in Salesforce. Now some technical questions like what is object? So an object is similar to a database table in Salesforce where you can store information. So object can be of two type, it can be of standard type and can be of custom. So standard objects are those which are provided by Salesforce by default and custom objects are those which we create as per our requirement. So here you can see if you have standard objects, so label will be account, it is just an example. And if you create custom objects, so maybe you provide label as student. Then plural labels, these plural labels are used for tabs. So whenever you create tab for any object, so it uses plural label because under tab you will be having more than one reports. Then API name, so if you have standard objects, so its API will be simple like account. But if you have custom objects, so its API name will be having underscore underscore C appended automatically. So this way with the help of API name you can easily recognize which is standard object and which is custom object. Now one more thing, if you want to know or you want to learn like how to create object and other things that we will be discussing in this question and answer video. So you can visit studysalesforce.com where I have placed all my videos, those I created on Salesforce. So you can view those videos so that you can learn things in detail. Next question can be asked like what is field? So field is like a database column. There are various data types are available in Salesforce to create fields. By entering values in fields we create a record in Salesforce. Fields can be standard as well as custom. So if field is standard, so there won't be underscore underscore C appended in the API name. But if it is custom field, so you will see underscore underscore C for sure. Now what is tab? So clicking on tabs we can navigate around an application, right? So every tab serves as a starting point of viewing, editing and entering information for a specific object. So you just need to remember like whenever you create any object. So if you want to access that object from the front end, so for that purpose you need to create a tab. Otherwise you won't be able to access your object from the front end. So when we click a tab, the corresponding homepage. That object appears. For example, if we click the accounts tab, the accounts tab homepage appears. It gives you access to all of the account records. We can view details of a particular record by clicking on it. So after creation of object, tab creation is also an important thing. Now what is an app? So an app is a container for all the objects, tabs and other functionality. It is similar to a programming project where we keep all our code files. The Salesforce app consists simply of a name, a logo and ordered set of tabs. So apps can also be of two types like some apps are provided by Salesforce by default. Those can be called as standard application. If you want to create new applications, so that is also possible. So those are known as custom app. And if you want to know like how we can create. I would say visit study Salesforce.com. There you will find all the videos to learn how these things works in Salesforce. What is record? Records are the rows or you can say entries in object which are uniquely identified by their IDs. We can create records by entering values and fields available in an object. We can create, add it, view and delete a record in Salesforce. Then standard navigation and console navigation applications. So we have two types of application. Standard navigation opens one record at a time on the page. Whereas in console navigation, if you open more than one record, so they are opened in sub tabs together. Now if you want to create a field, so they can be question like what type of data types available. If you want to create a field. So this is the list. So I'm just reading the names so that you can remember few of them. So we have auto number, formula, roll up summary, lookup relationship, master detail relationship, external lookup relationship, checkbox, currency, date, time, email, geolocation, number, percent, phone, pick list, pick list, multi-select, text, text area, text area long, text area rich, text, encrypted, time and URL. So these are the data types available so that by picking any of the data type you can create fields. Now if you want to know like how we can create particular type of field. Just visit studysalesforce.com there you will find individual videos related to these data types. Now what is lookup relationship? So it creates a relationship that links one object to another object. The relationship field allows users to click on a lookup icon to select a value from a pop-up list. The other is the source of the value in the list, right? So let's take an example. If you have two objects or two entities, for example, college and student. So you have created one object for college and one object for student. Now one college can have many students, right? So on student object you will be creating a lookup relationship that will lookup to college. So here you can see lookup relationship basically we use when we have one to many relationship. So always remember lookup field is created on the child object which is on the many side. And it will lookup to the parent object and you can say like it is loosely coupled relationship because if parent records are deleted in that case child records are not deleted. Next is what is master detail relationship? So it creates a special type of parent child relationship between two objects. One is known as child or detail where we create where master detail relationship field. So basically master detail relationship field you have to create on the child object as I explained for lookup. And another one is known as parent or master. So some more points are listed here. So required on all detail records. So if you create master detail relationship in that case all the child records must be linked to at least one parent record, right? It is required whereas in case of lookup it is optional. Ownership and sharing of a detail record is determined by the master record. So the parent or master record sharing and security will be automatically applied to the detail or child records. This doesn't go with lookup relationship. If user deletes the master record then all detail records are deleted. One can create roll up summary fields on the master record so that detail records can be summarized. So it is a special feature that is only available with master detail relationship. It is not available with lookup. Now what is roll up summary field? So it is a read only field that displays the sum, minimum or maximum value of a field in a related list. This field also can count all records available in the related list. Related list means one object that is on parent side if it's record. If you open that record and if it is this object is linked with any child object. So all the child records related to that particular parent record they can be found in the related list. So whatever records are available in the related list so roll up summary will be applied on that. Roll up summary field is always created on the parent object. Also when you create the roll up summary field so you can apply conditional roll up summary as well. Like you want to include all the records or certain records basis on the condition. Now again if you want to know like how we can implement these things so just visit studysalesforce.com. Next question can be convert lookup to master detail. Yes, but first you need to populate values in lookup field on each record available on the object. If you convert lookup to master detail so in case of master detail that field is required. It should have some value populated but in case of lookup it is optional. So you need to make sure if you are converting lookup field into master detail. So on each child record that lookup field should be having some value. Next question can be convert master detail to lookup. Yes, but if you have created roll up summary fields then you need to delete those fields before converting master detail to lookup. Many to many relationships so it is another type of relationship. So lookup and master detail both are one to many relationships. So lookup is loosely coupled and master detail is tightly coupled relationship. But if you have a requirement like where you want two objects and for example we have two objects A and B. So A can be having one record and many records those are available and under B object related and vice versa is also possible. Like B record is parent and it is having more than one child records those are available under A. So this is like many to many relationship. Okay, so here you can see this can be implemented with the help of junction object. So example object one is class and object two is student. So junction object create lookup or master detail field one related to class and another related to student object. So here if I elaborate this so here you can understand we have two objects class and students so one class can have many students and one student can have many classes. So this way if you want to build a relationship so you can have junction object created. So that junction object will be having lookup and master detail associated with both class and student. What is formula field? So it is a read only field that derives its value from a formula expression you define the formula field is updated when any of the source field change. What is the difference between pick list and multi select pick list. So it is quite simple pick list in pick list user can select one option in multi select pick list user can select one or more option together. What is global pick list value set so global pick list value set can be used by any pick list or multi select pick list and any object. So for example, if you want to create a pick list under several object which will be having week days. So what you can do you can create a global pick list named as week day and that global pick list you can use under any object wherever you want to create pick list or multi select pick list. What is field dependency. So create a dependent relationship that causes the value in the pick list or multi select pick list to be dynamically filtered based on the value selected by the user in other another field. So the field that derives filtering is called the controlling field standard and custom check boxes and pick list with at least one and less than 300 values can be controlling field right. The field that has its value filtered is called the dependent field custom pick list and multi select pick list can be dependent fields. So this you need to remember about field dependency. Now what is page layout. So page layout is used to display field values for records through page layout. We can control related lists as well. What is compact layout. So compact layout is used to display selected fields and buttons on the page. It is also known. It is also shown when we hover on the lookup relationship field or maybe master detailed relationship field. What is related list. So when lookup and master detailed relationship fields are created then on parent object related list will be available through related list. We can view child object records on parent object types of lightning pages. So we have three types app page home page and record page. And if you want to create any of the page so in setup quick find you need to search app builder and through that app builder you can create any type of the page. If you want to know how we can create just visit study Salesforce dot com component visibility. So it helps to apply filter criteria to control whether components should be visible on the page or not. So if you want to apply component visibility so you need to edit your page. So to edit the page you can go to top right corner there you will see gear icon if you click you will find edit page option. And it will open the app builder and from there you can select particular component and then apply the component visibility. What is validation rule. So to apply custom validation we create we can build validation rules validation rule fires when the defined criteria matches upon record insertion deletion and updation right. Next question is what is feed tracking so feed to tracking enables to track changes of selected fields and related records as well. Changes are shown in the chatter component. It shows old value new value and who changed. What is field history tracking so field history tracking enables to track changes of selected fields. Changes are shown in the history related list. It shows old value new value and who changed. What is activity component so activity component enables users to use following actions like event task email log up all. What is chatter component so chatter component is used to track feeds users can post content on records also they can mention other users. What is duplicate rule and matching rule so duplicate rule prevent creation of duplicate records. It shows either warning or block record creation and updation in case of duplicates we can create reports on duplicate records as well. Also we can apply record sharing like if you want to apply record sharing or you want to bypass so there will be two options like bypass sharing or enforce sharing. Then matching rule here we need to set the criteria for duplicate check. What is list view so list view shows list of records available under object we can choose which fields to display in the list view. We can also apply sharing and filters on list views. What is record type so record type helps to launch different page layouts and can show different pick list values for different layouts. And if you want to know how we can create and how we can control pick list and layout so visit study salesforce.com. What is schema builder so schema builder helps to view objects and pictorial representation one can see the relationships between multiple objects. One can create objects and fields through schema builder as well. And if you want to open schema builder so you need to open setup in quick find you can search for schema builder. What is email template email templates contains messages and merge fields that can be sent through automation tools like flow or trigger. We have classic email templates that is having text HTML custom and visual force for types and we have lightning email template as well. Global action versus object specific action global action one can execute operation without opening any record on object and object specific action can be executed through records of an object. One sorry what is sales process so one cannot control stays pick list value of opportunity object through record type. So one can create a sales process to control stays pick list values of opportunity object for different record types. And for this I created a video that is available on study salesforce.com so you just need to watch like how this can happen. What is support process one cannot control status pick list value of case object through record type. So one can create a support process to control status pick list value of case object for different record type. So this process is also available on study salesforce.com. What is lead process one cannot control status pick list value of lead object through report type. So one can create a lead process to control status pick list values of these lead object for different record types. What is setup audit rails so setup audit rail shows a list of changes done by a user in the org in different components one can download past six months changes. And if you want to search for setup audit trail so you need to go to setup and in quick find you can search for setup audit trails. Different ways to make a field required so you can make field required from field itself. You can make it required from page layout through validation rule and through trigger. Different ways to make a field read only so through FLS field level security through page layout through validation rule and through trigger. What is help text help text basically shows additional information about a field. It is optional to have help text for fields. What is data import wizard so it helps to import data from Excel or CSV format into Salesforce. One can find this in setup. One can import up to 50,000 records at a time. One can perform insert update and absurd operations through data import wizard. So it is in build in build tool. You don't need to install it. It is available with your org by default. If you want to learn how it works. Visit study Salesforce.com go to administrator section. You will find it. What is data loader. It helps to import data from Excel or CSV format into Salesforce. One has to install it in the computer through setup. So in setup you can find this and you can install one can import up to five. Five million records through it at a time. Right. Operations in data loader. So we have insert update absurd delete export export all includes delete records as well. So these are the operations which are supported by data loader. And if you want to learn like how these operations work. So I created a video which is available on study Salesforce.com in administrator section. Okay. So this is all about like admin configuration questions. So I tried to cover as many questions as I can. There may be more questions, but these are the basic things that you need to know if you are a fresher and you are appearing for admin interview. So I hope these question and answer will help you to prepare for interviews as a fresher. Thank you.