Customer Relationship Management Administration Questions

Administration and configuration of Customer Relationship Management platforms such as Salesforce, HubSpot, and Pipedrive. Candidates should understand core Customer Relationship Management concepts and the underlying data model, including accounts, contacts, leads, opportunities, custom objects, record types, relationship types such as lookups and master detail, and how records relate and flow through business processes. Expect hands on configuration and customization skills: creating and modifying objects and fields, page layouts, record types, validation rules, field dependencies, assignment and routing rules, automation using workflows and flows, and basic programmatic extensions and deployments. Reporting and dashboard capabilities are important: building and filtering reports, designing dashboard components, using summary and formula fields, scheduling and exporting reports, and constructing reports that support revenue metrics such as opportunity amount, stage, close date, probability, and custom revenue fields. Candidates should be able to explain data quality and governance practices including field mapping, import and export strategies, deduplication, data validation, maintenance, and practices to preserve reporting accuracy. Security and permission models should be understood at a high level, including profiles, roles, permission sets, sharing rules, and field level security and how those choices affect visibility and access. Finally, candidates should be prepared to discuss integration and data flow topics such as common integration patterns and middleware, batch versus real time synchronization, how external systems feed or consume Customer Relationship Management data, platform specific limitations and trade offs when designing scalable solutions, and examples of implementations or optimizations they have performed.