Interview Questions Based On Login Issues & Passwords

Q.1. How to Troubleshoot Login Issues?

Ans: Can't log in? Forgot your username or password, or got locked out after too many login attempts? Try the following solutions to resolve sign-in issues. Your Salesforce administrator sets your organization’s password policy. These policies determine how many login attempts are allowed, how long you are locked out, and what password requirements are here.Change your password regularly to protect the confidentiality of your information. If the Salesforce administrator periodically expires the user password, the user will be asked to change the password at the end of each period.

Only administrators can reset passwords if they have User Single Sign-On privileges. For assistance, contact your Salesforce administrator.

1. Unable to reset password in Salesforce mobile app.
2. Forgot your password? Are you locked out? Wait until the lockout period expires, try again, or contact your Salesforce system administrator.
3. Has your password expired? Please change your password.
4. Are you using Salesforce browsers or applications to access Salesforce from outside your trusted IP ranges? Salesforce asks you to verify your identity.
5. What does using a custom domain on the login page mean? Click Use to specify my domain name and log in.

Q.2. How to Reset Your Forgotten Password?

Ans: You are prompted for verification when you sign in to Salesforce from an unrecognized browser or app with Device Activation enabled. If you must use multi-factor authentication (MFA), you'll need to provide a verification method each time you sign in.

1. Click the -> Forgot Password button on the sign in page.
2. Enter your username and click Next. An email with instructions related to resetting your password will be sent to the address mentioned in your Salesforce preferences.
3. Within 24 hrs, click the link in the email, answer your security question, and click Next. (This link in the email could only be used once and will expire after 24 hours.)
4. Enter a new password when prompted.

Q.3. What are The Steps to Reset Your Security Token?

Ans: Suppose you are accessing Salesforce using a desktop client or API from an IP address outside your company's trusted IP range. In that case, you may need your security token to log in or enter another field in the client application. Security token does not appear in settings or profile. Use the code generated by an authentication application such as Salesforce Authenticator as the security token value if your system administrator has granted you multi-factor authentication permissions for API logins. Learn more through our free online Salesforce training.

1. From personal settings -> enter Reset in the Quick Find box, then select Reset Security Token.
2. Click -> Reset Security Token, and a new security token will be sent to the individual's Salesforce-configured email address.

Q.4. How to Update Your Token in Salesforce Outlook?

Ans: After resetting the security token in Salesforce, you can refresh the token in Salesforce Outlook. Security token does not appear in settings or profile. After resetting your password, a new security token will be emailed to you. Alternatively, you can reset the tokens individually. Use the code generated by an authenticator application, such as Salesforce Authenticator, as the security token value if your system administrator has granted you multi-factor authentication permissions for API logins.

1. In Outlook, go to Tools > Salesforce Options.
2. In the Password window > enter the password and security token, and add the security token to the end of your password - For example, mypasswordXXXXXXXXXX.
3. Click Verify to test that you entered the password and token correctly.
4. Click OK.

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Q.5. How to Personalize Your Salesforce Experience?

Ans: Update your personal information. Change your password and security question. If you have admin privileges, you can customize your Salesforce organization.

• Personal Settings: Update Your Personal Settings

These allow you to customize your Salesforce experience. View or update personal settings such as passwords, secret questions, email preferences, and organization tabs and pages.

• Update Profile Page 

Click on username or profile picture to go to your profile page. This page provides controls for changing your avatar and updating your contact information. Your contact details are visible to everyone in your company.

• Personalize Your Navigation

Personalize your Salesforce navigation to help you work more efficiently.

• Update Chatter and Experience Cloud Site settings

Prepare your Chatter and Experience Cloud sites. Follow people and records and join groups that interest you.

• Organize Your Day

Track your meetings, tasks, and sales goals.

• Organizations Organizing Data

Salesforce stores many data, such as account information, in individual records and the organization size of the data within objects. You can view and update records and run reports on data.

• Brand Your Organization in Lightning Experience

Align your team around your brand and key initiatives, such as a New product launch with a series of custom brand images and colors within the organization. Salesforce calls them topics. Select one of the built-in Salesforce themes or create your own custom theme in just a few clicks.

• Try Out New Features with Chrome's Lightning Extension

Are you an early adopter of the latest and greatest technology, or will you be?

Using the Lightning extension for your browser, you can access the latest Lightning features and be the first to try them.

Q.6. How to Access Your Personal Settings in Lightning Experience?

Ans: If you're using Lightning Experience, your personal settings are under Personal Settings or My Settings.

1. Click -> image at the top of the Salesforce page.
2. Click Settings.
3. On the left side of the page -> click a menu item to display its submenu, then click the desired item.

Q.7. What is Salesforce's Approach to User Authentication and Security?

Ans: Salesforce uses a multi-layered approach to user authentication and security. It offers features like multi-factor authentication (MFA), Single Sign-On (SSO), and strong password policies to ensure secure access to the platform. Salesforce also provides IP restrictions and login hours settings to control user access.

Q.8. How Can you Monitor and Troubleshoot Login Issues in Salesforce?

Ans: To monitor and troubleshoot login issues in Salesforce, you can use the "Login History" and "Login Access Policies" features. These tools help you track user login attempts, review errors, and enforce IP restrictions. Additionally, you can leverage the Debug Logs and Event Monitoring features to gain deeper insights into login-related events and diagnose issues.

Q.9. What are IP Whitelists and how do They Enhance Security?

Ans: IP Whitelists (also known as Trusted IP Ranges) allow you to specify a range of IP addresses from which users can access Salesforce. This enhances security by restricting access to known and trusted IP addresses, effectively preventing unauthorized access from outside sources. It's commonly used to ensure that users can only log in from approved locations.

Q.10. What are The Crucial Steps to Change Your Email Settings?

Ans: You can change your outgoing email settings to specify a friendly name and add an optional signature. You can also select to automatically send your Bcc emails to yourself at the From address by specifying the From address.

1. From your settings, enter My Email Settings in the Quick Find box, then select My Email Settings.
2. Make your changes.

Personal and Developer Editions add a Salesforce-specific tagline below the personal signature on all outgoing emails.Signatures are not added to Lightning email templates or emails created using templates to create email templates. To insert your signature, use the from merge field in your template.

Q.11. What are The Steps to Edit Your Language and Locale Settings?

Ans: Follow the below steps to edit your language and locale settings

1. Enter Time Zones in the Quick Find box from your personal settings, then select Language and Time Zones. No results? Add Personal Information in the Quick Find box, then select Personal Information.

2. Specify these settings as desired.

• In the Time Zone, select your primary time zone.
• Under Locale, select your country or region.
• Under Language, select your primary Language. All texts and online help are displayed in the selected languages.
• Select the character set and encoding options for emails sent from Salesforce to facilitate Email Encoding.

3. Click Save.

Q.12. List Out The Steps to Customize Your Pages.

Ans: Specifies the related list that appears on the detail page.

1. From personal settings, enter Customize My Page in the Quick Find box, then choose the Customize My Page. No results? Add display in the Quick Find box, then select Change My Display. On the Home tab, select a dashboard snapshot to display on the Home tab. The link to customize the home page is only available if your administrator has customized the home page layout to include the dashboard.

On all other tabs, specify the related lists on the detail page.

• To add or remove a related list, select the related list and click the Add or Remove arrows.
• To change the order of related lists, choose the related list title in the Selected Lists box and then -> click the up or down arrow.

2. Save your changes.

Q.13. How do Change Activities Display on Your Record Pages?

Ans: Follow the below steps to change how activities are displayed on record pages.

1. Click the image at the top of the Salesforce page.
2. Select Settings.
3. Enter Record Page Setup in the Quick Find box from Setup, then select Record Page Setup.
4. Please select a default activity view.
5. Click Save.

Q.14. What is The Option to Automatically Insert Your Default Record?

Ans: Set options to automatically insert the default record type when creating a record. With this setting, you can no longer select a specific record type.

1. From your personal settings, enter Record Types in the Quick Find box, then select either Default Record Type Settings or Record Type Choices, whichever appears. If the record type selection option is not available, either your organization does not use record types, or you cannot use multiple record types.

2. Select a data type to indicate that you want to use the default record type when creating that record type. Otherwise, leave the check box unchecked. If your company uses Person Accounts and you select the Accounts checkbox, all account types' default record types are automatically selected.

• Cannot set separate default record types for business and general ledger accounts. Leave the field blank if you are using both account types.
• Custom objects must have custom tabs created to appear in the list of available record types.

3. Click Save.

Q.15. How to Customize an App’s Navigation Bar?

Ans: Customize your app's navigation bar to make the UI fit the way you work. You can add and rearrange items and rename or delete added items. The admin defines the default items in the app's navigation bar, but theusers can change certain parts of the interface. You can add an item to the navigation bar and rename it or remove the item you added. You cannot rename or delete the default items that administrators have specified in the app, including custom and default objects.

1. Click the pencil icon to refresh the navigation bar multiple times.

• Drag items to reorder items that are already in the navigation bar.
• To rename an item in the navigation bar, click the pencil icon next to the item you want to rename. You can't change the name of an item the administrator has set for the app.
• To remove an item from the navigation bar, click the "x" next to the item. The admin can't delete the item saved by the app.
• Click Add Item to add an item to the navigation bar. Browse all your organization's favorites or available items and select the ones you want to add. After selecting, you can rearrange or remove items before saving your changes. You cannot rename or delete the administrator's assigned items to the app.

2. Make changes to the navigation bar.

• If you want to rearrange the tabs, drag them around the navigation bar when viewing the page. For example, create a temporary tab if you have a list or dashboard and want to add it to your navigation bar.
• Select Open in New Tab from the current dropdown menu to create a temporary tab. 
• Select Add to Navigation Bar from the temporary tab's dropdown menu to add a tab to the navigation bar permanently.

Conclusion

Now that you know what type of Salesforce interview questions are being asked based on the login information to access the account and start customizing fields. The best way to do this is to learn more about how to customize fields and continue adding whatever features you want for your account. You can learn more about it by enrolling in an online Salesforce training course.