1. I need to set up our global sales team to operate in multiple currencies. Can you explain the purpose of enabling Multiple Currencies and its impact?

Enabling Multiple Currencies allows your organization to manage opportunities, forecasts, and reports in different currencies without manual conversion. It is critical for tracking sales data across different countries and handling the conversion between different currencies for global business operations. Once enabled, you can set a corporate currency and manage exchange rates, but be aware that this feature cannot be disabled once activated.

2. Our support team works different hours than our sales team. How would you configure Salesforce to reflect this?

I would utilize the Business Hours settings in Company Settings. This feature allows administrators to set different business hours for various departments (like Support vs. Sales) within an organization. Correctly configuring these hours is vital because it impacts workflows, customer support SLA (Service Level Agreement) tracking, and overall operational efficiency, ensuring that escalation rules and entitlements respect the correct working times,.

3. A user is complaining that their dates and addresses are formatting incorrectly. Where would you check to fix this?

This is likely an issue with the Locale settings. I would check the Default Locale in the Company Information to see the organization-wide default. If the issue is specific to one user, I would check their personal settings to see if their individual locale overrides the company default. The Default Locale determines the format for dates, addresses, and names based on geographic location.

4. We want to reorganize the apps our users see in the App Launcher to prioritize the most used ones. How do I do that?

You can configure this using the App Menu in Setup. This allows you to set the default sort order of apps in the App Launcher for new users. By moving frequently used apps like Sales or Service to the top, you enhance user navigation and efficiency. However, individual users can still override this by dragging and dropping apps to create their own personal sort order,.

5. What is the function of the Company Information page in Setup?

The Company Information page contains critical details related to your company and Salesforce instance, such as the organization name, primary contact, default locale, and currency. It also lists storage usage and licenses available. It is often the first point of interaction for setting up a new environment and defines the core identity and operational parameters of the organization,.

6. How can I create a visually engaging page for our sales reps without writing code?

You should use the Lightning App Builder. It is a declarative (point-and-click) tool that allows you to create and customize Lightning pages using a drag-and-drop interface. You can arrange standard and custom components to build record pages, home pages, and app pages tailored to your users’ needs,.

7. What are Global Actions, and why would we use them?

Global Actions are shortcuts located in the header (the “+” icon) that allow users to perform common tasks quickly, such as “Log a Call,” “New Task,” or “New Opportunity,” without leaving the page they are currently on. They streamline workflow and enhance productivity by enabling users to create records or log activities from anywhere in Salesforce,.

8. Explain the difference between a List View and a Kanban View.

A standard List View displays records in a table format with rows and columns. A Kanban View transforms that list into a visual board where records are displayed as cards organized by a grouping field, such as Opportunity Stage. The Kanban view allows for interactive updates, such as dragging an opportunity from “Prospecting” to “Closed Won,” which automatically updates the record.

9. Our fiscal year doesn’t match the standard calendar year. How do we handle this in Salesforce?

You can configure the Fiscal Year settings in Company Setup. You can set it to a standard fiscal year that starts on a different month (e.g., starting in April) or define a completely custom fiscal year structure if your financial periods do not follow the Gregorian calendar months.

10. What is the ‘Split View’ in a list view, and when is it useful?

Split View allows users to see a list view on the left side of the screen while viewing record details on the right side simultaneously. This facilitates multitasking, as users can quickly work through a list of records (like calling down a lead list) without having to navigate back and forth between the list and individual record pages.

11. A user is locked out of their account after too many failed login attempts. How do you resolve this?

The recommended method is to unlock the user account from the User Detail page. You can click the “Unlock” button to restore their access immediately. While you could reset their password, unlocking is the specific action for this scenario. Deactivating or freezing the account would not solve the issue and would prevent access entirely.

12. We have an employee leaving the company immediately. We don’t want to delete their data, but we need to stop them from logging in. What do we do?

You should deactivate the user. Deactivation prevents the user from logging in but keeps their data and records intact. If you cannot deactivate them immediately (e.g., if they are the sole owner of a custom hierarchy or part of active workflow processes), you can freeze their account temporarily to block login access until you can remove the dependencies and deactivate them properly,.

13. What happens to a user’s records when you deactivate their account?

The records remain in Salesforce and are still owned by the deactivated user until you transfer them to an active user. Deactivation does not delete data; it simply prevents the user from accessing the system. You may need to transfer ownership of active records (like open Opportunities) to ensure business continuity.

14. I need to troubleshoot an error a user is seeing, but I can’t reproduce it with my admin profile. What feature should I use?

You should use the “Log in as Any User” feature. This allows administrators to log in to the Salesforce environment as a specific user without needing their password. It enables you to see exactly what the user sees and experience the error firsthand to diagnose permissions or layout issues.

15. How can I prevent users from using ‘password123’ as their password?

You can enforce this by configuring Password Policies. In the Password Policies settings, you can define complexity requirements (such as requiring a mix of alpha, numeric, and special characters), set password history limits (to prevent reusing old passwords), and define the minimum password length. This improves overall security by enforcing strong passwords.

16. Where can I see if a user has been attempting to log in with the wrong password?

You can view this in the User Login History related list on the user’s record. This log tracks successful logins as well as failed attempts, providing details such as the time of the attempt and the status (e.g., “Invalid Password”), which is crucial for monitoring security and troubleshooting access issues.

17. Can I delete a user record if it was created by mistake?

No, you cannot delete user records in Salesforce. Once a user is created, the record persists to maintain historical data integrity. Instead, you should deactivate the user to free up the license and prevent access.

18. A user reports they aren’t receiving Chatter notifications. What setting might be affecting this?

If a user is deactivated, they stop receiving Chatter notifications. If the user is active, they might have adjusted their personal email notification settings for Chatter. Administrators can also check if the user has frozen status, though freezing primarily blocks login, not necessarily email receipt.

19. We hired a new sales rep. Walk me through the steps to give them access.

To set up a new user, I would:

1. Navigate to Users in Setup and click “New User.”
2. Enter their details (Name, Email, Username).
3. Select the appropriate User License (e.g., Salesforce).
4. Assign a Profile that matches their role (e.g., Standard User or Sales Rep).
5. Check “Generate new password and notify user immediately” to send them login instructions.
6. Click Save.

20. Why would I freeze a user account instead of deactivating it?

You would freeze an account when you need to immediately block login access but cannot deactivate the user due to system dependencies (e.g., they are a default owner of leads, part of a custom hierarchy, or the sole recipient of a workflow email alert). Freezing buys you time to resolve these dependencies before full deactivation.

21. We want our Sales team to see all Accounts, but they should only be able to edit the ones they own. How do we set this up?” 

You would set the Organization-Wide Default (OWD) for the Account object to Public Read Only. This allows everyone to view all Account records but restricts editing capabilities to the record owner (and those above them in the role hierarchy). This sets the baseline level of access.

22. The Marketing team needs access to a specific custom object that no one else uses. How do I handle this?” 

I would use Profiles. I can assign the Marketing team users to a specific Profile that has “Read,” “Create,” “Edit,” and “Delete” permissions (CRUD) for that custom object. Other profiles would not have permission to view or access that object, effectively hiding it from them.

23. A Sales Manager needs to edit an Opportunity owned by her subordinate. How does she get access?

This is handled by the Role Hierarchy. By placing the Sales Manager in a role directly above the subordinate in the hierarchy, she effectively inherits access to the records owned by users below her. This allows her to view and edit those records without needing manual sharing,.

24. We have a ‘Private’ sharing model for Cases, but our Support Agents need to see all open cases to help each other. How do we achieve this?

You should create a Sharing Rule. Since the baseline is Private (meaning users only see their own records), a Sharing Rule can extend access laterally. You can create a criteria-based sharing rule that shares all Cases with the status “Open” with a Public Group containing all Support Agents.

25. What is the difference between a Profile and a Permission Set?

A Profile defines the baseline access and settings for a user (like page layouts, object permissions, and login hours) and every user must have one. A Permission Set is used to extend permissions. You use them to give extra rights (like accessing a specific app or field) to specific users without changing their entire profile. Think of profiles as the base and permission sets as add-ons.

26. We hired a contractor who needs access to just one specific Opportunity record. How do I give them access without opening up everything?

You should use Manual Sharing. The record owner (or an admin) can manually share that specific Opportunity record with the contractor’s user account. This provides one-off access for just that record on an as-needed basis.

27. Users are complaining they can’t log in from home. What security setting controls this?

This is likely due to IP Restrictions configured on their Profile. If IP ranges are defined, users can only log in from those specific IP addresses (e.g., the office network). To resolve this, you would need to adjust the profile’s IP range or instruct them to use a VPN if required.

28. How can I track who changed the security settings for our org last week?

You would use the Setup Audit Trail. This feature tracks configuration changes made in the setup menu, including who made the change and when. It is essential for security auditing and troubleshooting configuration issues.

29. What are Organization-Wide Defaults (OWDs)?

OWDs set the baseline level of record access for each object in the organization. They determine the most restrictive level of access users have to records they do not own. Options typically include Private, Public Read Only, and Public Read/Write. Security is then opened up further using roles and sharing rules.

30. If I want to hide a sensitive field (like Social Security Number) from most users but show it to HR, how do I do that?

You would use Field-Level Security. You can configure the field settings to be hidden (invisible) for most profiles but visible (and editable, if needed) for the HR profile. This granular control ensures sensitive data is protected even if users have access to the record itself.