Salesforce Interview Questions 2025

This article concerns real-time and knowledgeable Salesforce Interview Questions 2025. It is drafted with the interview theme in mind to provide maximum support for your interview. Go through these Salesforce Interview Questions 2025 to the end, as all scenarios have their importance and learning potential.

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Disclaimer:
These solutions are based on my experience and best effort. Actual results may vary depending on your setup. Codes may need some tweaking.

1. How does Salesforce prevent a user from being their own manager in role hierarchy?

When setting up role hierarchies, Salesforce validates to ensure a user cannot report to themselves
Error message: “A user can’t be his or her own manager”
Similarly, pointing a parent record to its own child triggers an error
Always assign manager roles one level above in the hierarchy

2. What impact does role hierarchy have on record visibility?

Users can see their own records plus records of their direct and indirect reports
For example, Sales Manager can see records created by both Sales Rep and Junior Sales Rep
This includes full access: view, edit, and delete
Data visibility is strictly based on the defined role tree

3. Why can’t a Legal Expert see any records initially, and how do you fix it?

Legal role is outside the sales role hierarchy; hence no inherited visibility
To fix this, use sharing rules based on criteria
Example: Share accounts where Industry = Chemicals OR Biotechnology with Legal Expert role
This allows Legal users to view specific high-risk records

4. How do you handle sharing records with criteria like ‘Industry equals Chemicals OR Biotechnology’?

Default sharing filter logic is AND, which fails for multiple values
Use OR logic by creating two separate criteria in a single rule
Example: Criteria 1: Industry = Chemicals, Criteria 2: Industry = Biotechnology, Filter Logic: 1 OR 2
Assign these records to Legal role with Read/Write access

5. What fields did you add for legal approval and how are they used?

Added two fields:
- Legal Status (Picklist): Approved, Rejected, For CEO Consideration
- Legal Comments (Long Text Area)
Used in the Account page layout to capture legal decisions and justifications
Controlled via field-level security and page layouts per profile

6. How do you ensure only the legal team can edit legal status and comments?

Created a custom Legal Account Page Layout
Made Legal Status and Legal Comments fields read-only for all other profiles
Assigned this layout only to the Legal Expert profile via Page Layout Assignment
Ensures separation of duties and prevents unauthorized edits

7. How do you handle the scenario where legal pushes a record for CEO consideration?

Added “For CEO Consideration” to Legal Status
Created a CEO Role and Profile
Used a sharing rule: If Legal Status = For CEO Consideration, share with CEO role
Allows CEO to see only records that need their input

8. How do you restrict CEO from editing legal fields on all records?

Created two record types:
- CEO Default (with fields read-only)
- CEO Approval (fields editable)
Default record type for CEO is CEO Default
Only when needed, switch to CEO Approval to allow updates
Prevents misuse of privileges and ensures process integrity

9. What’s the purpose of using record types along with page layouts?

Record types control which page layout gets applied
Allows field-level control based on context (e.g., approval workflow)
Helps in segregating data input scenarios — like CEO input vs. general access
Enhances security and user experience by showing relevant UI

10. How do you restore the original hierarchy after testing with CEO profile?

After tests, demoted CEO back to Sales Manager role
Reassigned correct profile and role via User settings
Ensured restored access to accounts and proper visibility in hierarchy
Always validate post-change visibility using “All Accounts” view

11. What happens if you assign a manager role to a subordinate record?

Salesforce will show an error: “Cannot set a hierarchy field to point to itself or a child record”
Enforces that hierarchies must point upward only
Prevents loops in the reporting structure

12. How would you verify a user’s access to account records post-hierarchy change?

Log in as that user
Go to the Accounts tab and switch to All Accounts
Verify record count and visibility align with hierarchy expectations
Test edit/delete on subordinate records to confirm full access

13. Why is role hierarchy considered “granting with full access”?

In Salesforce, hierarchy not only opens visibility but also edit and delete rights
Managers can act on behalf of their subordinates
Ensures end-to-end responsibility within teams

14. Why did the Legal Expert initially see 0 records in “All Accounts”?

Legal role wasn’t in hierarchy
Salesforce default sharing is private
No inherited access from Sales roles

15. What are the two types of sharing rules in Salesforce?

Ownership-based: Share records owned by members of a role/group
Criteria-based: Share records meeting specified criteria
Here, criteria-based was used: Industry = Chemicals OR Biotechnology

16. How does criteria-based sharing preserve data security?

Adds fine-grained access beyond hierarchy
Lets you expose only relevant records to roles outside your org chart
Avoids over-sharing while meeting business needs

17. What’s the purpose of multi-select picklist for `Legal Status`?

Standard picklist vs. multi-picklist: here we used single-select picklist, not multi
Values: Approved, Rejected, For CEO Consideration
Captures legal disposition in clear, actionable status

18. How do you limit field visibility/editability per profile?

Use Page Layouts and Field-Level Security (FLS)
Make fields read-only on shared layouts
Assign editable layouts only to designated profiles (e.g., Legal Expert)

19. What’s a Page Layout Assignment?

It maps which page layout a profile sees
Ensures users only interact with the right fields relevant to their role
Central to enforcing your UIs and controls

20. How would you create a new Profile clone for a CEO?

Clone an existing profile (e.g., Custom Help Desk or Sales Manager)
Rename as “CEO Profile Custom”
Adjust permissions to include access to legal fields, sharing rules, record types

21. How do you ensure only Legal team edits legal fields after record creation?

Legal team gets one layout with editable legal fields
Other profiles get a layout with those fields read-only
Enforced via Layout Assignment based on profile

22. What error would users hit without proper layout assignments?

They’ll see the fields but can’t edit them
Example: CEO or Sales Manager sees legal fields read-only
Reinforces segregation of duties

23. How do you restrict CEO from creating new records with legal fields?

Create a default CEO record type that defaults legal fields to read-only
Apply corresponding page layout where legal fields are hidden or non-editable

24. What are the two critical components for differentiating CEO workflows?

Record Types: Identify scenario (default vs. CEO approval)
Page Layouts: Define which fields are editable/viewable in each scenario

25. Why mark one record type as default for CEO?

Avoids forcing selection on every new record
Ensures legal fields stay read-only unless CEO is explicitly approving
Balances process control with user experience

26. When CEO switches to “CEO Approval” record type, what happens?

He gains ability to edit legal fields
In-page fields like Legal Status & Comments become enabled
Post-approval, record reverts to locked default layout

27. How do record types streamline UI consistency?

They control picklists, layouts, and business processes based on context
Lets you show/hide fields depending on task at hand
Eliminates confusion

28. What is the importance of demoting the temporary CEO test user afterward?

Restores original hierarchy and reporting structure
Prevents lingering access or privilege creep
Preserves data access consistency

29. Why test visibility using “All Accounts” view?

Confirms cross-profile sharing rules and hierarchy-based access
Helps catch unintentional over-sharing
Validates meeting business rules

30. How does a sharing rule propagate access?

Once saved, Salesforce recalculates all affected records
Legal then immediately sees high-risk accounts match criteria
CEO gets visibility only after Legal marks For CEO Consideration

31. What’s the role of filter logic in sharing rules?

Lets you combine multiple criteria
Use OR to match either Condition A or Condition B
Critical when criteria fields can’t be multi-select

32. Explain how to manage picklist values per record type.

You set available picklist values per record type
Example: CEO Approval record type includes all legal statuses
Default CEO record type may exclude statuses like For CEO Consideration

33. What happens if CEO uses the wrong record type?

If default, legal fields remain read-only
Ensures accidental changes don’t bypass approval
Encourages process discipline

34. How to handle scenarios where multiple users need approval?

Could add another role or queue for review
Or use Salesforce Approval Process object for structured approvals
Transcript doesn’t cover this, but it’s a logical next step

35. In the transcript’s context, how would you revert the CEO role?

Edit the user, reassign his role back to Sales Manager
Reassign original profile or keep CEO profile but reset hierarchy
Verify by logging in and checking record visibility

36. What’s the final outcome after setting up everything?

Sales team works within role hierarchy
Legal gets visibility to high-risk records only
CEO only sees flagged items needing final sign-off
No unmet manual steps across org

37. Why use classic mode during page layout setup?

Classic UI gives clearer drag‑and‑drop layout control
Sometimes Lightning doesn’t refresh UI immediately for changes
Iterative editing is easier there

38. How do you test that legal fields don’t appear in record creation by CEO?

Log in as CEO, click “New”
Default record type layout shows legal fields disabled
Confirms expected UI behavior

39. What audit tool would you use to verify sharing rules?

Sharing Settings setup page + Sharing Debug tools
Can identify effective sharing level for each record/user
Helpful during troubleshooting

40. How do page layouts relate to mobile users?

Separate layouts may be used by Global Actions on mobile
Must replicate legal field controls in mobile layout too
Transcript covers desktop only – keep mobile in mind

41. How would you implement a proper approval process instead of manual CEO approval?

Use Approval Process: set entry criteria on Legal Status
Configure stages, approvers (Legal → CEO)
Automate email notifications and lock post-approval

42. Why might approval processes be better than manual record-type switching?

Enforces sequential approvals
Maintains audit trail with time stamps
Reduces human error or bypass risk

43. How to handle future requirement where CFO needs final approval after CEO?

Add another record type + page layout for CFO
Extend sharing rule: Legal Status = Approved by CEO share with CFO role
Could also add another Approval Process step

44. How to ensure sharing rule updates are bulkified?

Salesforce handles sharing rule recalculation behind the scenes
But triggers or automation referencing Legal Status should be bulk-safe
Always test with large dataset to avoid row-locking

45. How do you confirm FLS for regular users is secure?

Check profile settings for Legal Status and Comment fields
Fields should be Visible = True, Read-Only = True for non-Legal profiles
Ensures no backend bypass via API or Data Loader

46. Why is it a good idea to document record-type and layout logic?

Helps onboarding and audit readiness
Clarifies expected behavior for future admins
Reduces regression when making changes

47. What trigger or automation might override layout controls?

Apex Triggers, Flows, or Data Loader updates can bypass layout UI
Implement guardrails in automation to respect Legal and CEO statuses

48. How can profiles and roles be scaled for larger orgs?

Use Permission Sets to extend rights without profile clone explosion
Create Role Hierarchies aligned with regions/business units
Share records via Public Groups when cross-functional access needed

49. What if Legal needs to see history of approval steps?

Activate Field History Tracking on Legal Status and Comments
Optionally build a custom object to log events over time
Enables audits and rollback capability

50. How would you optimize performance of these sharing and layouts?

Avoid excessive record types/layouts where possible
Monitor sharing recalculation time after data changes
Keep public groups and criteria rules tidy to reduce overhead
Use selective code and limit sharing recalibration triggers

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