Salesforce Clouds

Technical Questions

If you are ever asked what tools you have used with Salesforce.

Okta – For multifactor authentication

Dataloader.io – For data migration; import, export of data

Workbench – For data migration, updates, import and export

Rally – For Gathering requirements, project management, incident management

Jira – For testing, project management, gathering requirements and ticket management

ServiceNow – For ticket/incident management

ServiceDesk – For ticket/incident management

Gearset – For deployment

Jenkins – For Deployment

Slack – For chatter or messaging within team

Outlook – For tasks/activities/email syncing

Confluence – For Knowledge base management, and documentation

MS Teams – For collaboration

My preferred methodology for work is an environment where decisions are made based on the principles and values that the entire team has decided to follow. Some other tools include:

o 1. DocuSign (for e-signatures),

o 2. HelloSign (for e-signatures)

o 4. SalesWings (For lead scoring)

o 5. Clearbit (For Prospect Data and management)

o Please refer to this link: https://www.cirrusinsight.com/blog/the-top-ten-salesforce-tools-for-salesforce-pros

If you are ever asked "What were your major responsibilities as a Salesforce Admin?

1. Salesforce Configuration and Customization: Customized and configured Salesforce to meet the specific needs of our organization. This included creating custom objects, fields, workflows, process builder flows, and validation rules.

2. Automation: Developed and maintained workflow automation solutions using tools such as Process Builder, Flow, and Apex triggers to streamline business processes.

3. AppExchange Applications: Evaluated, installed, and configured third-party applications from the Salesforce AppExchange to enhance system functionality.

4. Integration: Integrated Salesforce with other systems and tools, ensuring seamless data flow and process automation leveraging all currently installed applications to their fullest potential

5. Security and Access Control: Worked with IT leadership and standard security practices, Implemented and managed security controls, profiles, and permission sets to safeguard data and ensure compliance with privacy regulations.

6. Best Practices: Stayed updated on Salesforce best practices, industry trends, and new features, and applied them to improve our Salesforce instance continuously.

7. Documentation: Maintained comprehensive documentation of customizations, configurations, and processes for future reference and team knowledge sharing.

8. Data Management: Worked with the Director for Business Intelligence & Analytics, maintained data integrity by designing and implementing data governance strategies, data quality checks, and regular data cleanup processes.


If you are asked during an interview to talk about an example of a flow you have built...

Yes, I have built some flows. A few of which I did for my own personal use: For example when provisioning or decommissioning users I realized that I sometimes have to enter some similar fields twice. However, these fields are used in different places or flows within my org. I recently had to create a flow that will automatically input the Employee ID as the Federation ID. Because my colleague or the new hire was always forgetting to input one of them.

Also, the last flow I built for the company was a flow to automatically assign permission sets to certain profiles when the user is created or updated. For example. Nurses with Nurse Profile needed the Patient Info Update Permission set which allow them to edit patient info.

I built a flow and proposed to my manager that we should allow for Single Sign-On for MFA to be automatically added to all new users.

https://medium.com/slalom-technology/lightning-flow-builder-a-how-to-guide-with-examples-5e06c0b9e08e

Please watch this video and get examples Or use this example in this video: https://www.youtube.com/watch?v=hT37PT99CsE&t=325s

If you are ever asked how you stay organized Respond with:

As a creative, ideas usually come to me at different times of the day and sometimes even in the most unexpected of places (like in the bathroom). Sometimes, I get inspired by something I see or read online and want to capture it or just jot it down somewhere quickly, so I don’t forget. That said, here are my top productivity tools for organizing my ideas:

1. Google Keep: I use this for quick notetaking.

2. Trello: Good for tracking and visualizing the progress of my ideas.

3. Google Docs: My go-to tool for collaboration and note-taking.

4. Dropbox: For storing large media files.

5. Google Drive: For collaboration and storing files attached to my emails.

6. Google Calendar: For keeping track of my events and appointments.

7. Google Sheets: For tracking my personal monthly cash flow.

8. Outlook: Great at filtering my emails and organizing them by category.

If you are ever asked about the processes you take to help your team understand how to use Salesforce: What they are asking is how do you provide training, Answer:

1. By creating Wiki's in Teams on general Salesforce functionality,

2. You take screenshots and add notes on it illustrating how to navigate Salesforce

3. You share your recorded screen videos on step-by-step processes on functionality

4. You create documentation on any new changes you make

5. Direct team to Trailhead or Trailhead Community (Must mention this. Must Must Must)

Give us a scenario where you had to work with Stakeholders. What was the project? Who were the stakeholders? What was your participation in the project?

1. I was working on the implementation and installation of an app from AppExchange. We installed Five9 and DocuSign. With Five9 I had to manage the package and with DocuSign I had to create new templates and setup new users. I will assign them the license and send them their username and password including a documentation on how to get started. The stakeholders were business/product owner, Scrum Master, Developers, QAs and Architects.

2. Another project was setting up MFA for all users as required by the new Salesforce compliance. We integrated OKTA app for single sign-on, assigned the permission set to users then set them up in Okta. All a user had to do was click on the Salesforce Tile in Okta to login. No need for username and password.



What kind of trouble shooting issues have you fixed?

1. Forgotten username and passwords. User forgets password so you reset for them.

2. Email change in profile. User gets new email

3. Folder Sharing settings. User complaints of not seeing a dashboard. Solution is that they don't have viewer access.

4. Debugging. User makes changes to a field. I used setup audit trail to trace changes.

5. List view settings. User complaints of not seeing a certain list view. I create one for them or share one that has already been created.

6. Missing report filters. User complains of not seeing certain data. I adjust filters to match requirements.

7. Automation adjustments. An old validation is blocking a user from performing certain actions. Update the rule temporarily then reactivate.

What is your approach or process and procedure in gathering business requirements, give me a full detail on tackling a project or business requirements up to the delivery level?

First, I spell out the requirements by reaching out to the relevant stakeholders and or product owners to understand business needs or user needs.

Secondly, I document the requirements using Teams Wiki or MS OneNote. Then reach out to my Project manager to add these as a user story so it is accessible by the whole team.

Finally, I bring this up during the stand-up meeting to make sure everyone is on the same page about what is it we're to accomplish or build.

What would you say are some of the hot fixes that would be changed directly?

1. Page Layout changes

2. Flow automations

3. Reports

4. Visibility/ Accessibility settings

What tools do you use at work to communicate with co-workers?

1. Microsoft Teams

2. Outlook Email

3. Slack

4. Salesforce Chatter

Difference between page layout and lightning record page:

Lightning pages are specific to Lightning Experience, while standard page layouts are more of "classic." Please remember this! There is no Lightning App builder in Classic

Have you ever had a situation where a stakeholder ‘s view affected a project?

Yes... The product owner wanted all code changes documented and tested in UAT sandbox first before moving to main (PROD) environment. This caused delays in the project because some code fixes were just "hot fixes" that could be changed directly in main environment.

What is your favorite flow, tell them Process Builder and say:

o Process Builder includes more flexible actions compared with the corresponding workflow actions. The Create a Record process action, for example, lets you create any record

o The Update Records process action lets you update any related record, while the field update workflow action lets you update only the record or its parent.

o Process Builder also includes new actions that aren’t available in Workflow—such as Post to Chatter and Submit for Approval.

o Process Builder lets you control the order of your criteria. In Workflow, there’s no way for you to determine which order your workflow rules run in.

● Another flow example:

o I was doing a report for my company and in the process, I realized most contacts or accounts were missing or had different billing state abbreviations. For example, some records had their state as full and others as abbreviations...

o So, I exported all the data fixed it in excel and then uploaded it back into the org using data loader.

o Then I built a validation rule that prevents the state field from having more than 2 characters.

o Also, for all previous existing records I built a flow that will automatically pull data from the billing state to the shipping state. In other words, u only added a Validation Rule the billing address, but the shipping address was being updated automatically due to the flow...

Can you explain some gaps in your Salesforce process that you have identified and tell me how you fixed it? Or they can ask, tell me how you manage data governance?

1. So, the gap will be in your data governance! How data is managed within your org. You identified that since you have a team of developers, admins, architects etc. all making changes to data, sometimes this causes disconnects in the org.

So you fixed it by implementing data governance. You created a spreadsheet within Teams where changes made by admins are entered... Date of update, update made and Where change was made (sandbox, or production).

In addition, it was identified that when small changes like a record that has been inactive become active, it creates gaps in the data. Because this is metadata, it can be days, weeks, or even months that this change is noticed meanwhile these small errors are creating huge impact on the business.

So, in order to avoid these gaps, we decided that we will perform changes in a personal developer org, migrate those changes into a sandbox for shared testing, and then deploy the changes into our production.


How do you get work done or delivered? Do you work directly in production or Sandbox?

Work is usually done in the developer’s sandbox to prevent errors in the production org. In my company, we have a developer’s sandbox, and other sandboxes which we alternate use. After working in the sandbox, the changes made are then deployed into production org.

**So, sandboxes to me are like trailhead playground or test environments if you can think of it that way.

How do you manage stress?

I manage stress through the power of positive thinking. I also use an app called CALM where every day I take about 5-10minutes and do nothing. Just meditate.