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. What’s the difference between a system administrator profile and a standard user profile in terms of permissions?

System admin can do configurations and add new fields like PAN, Aadhaar, GST
Cannot access reports or dashboards
Standard user can view and create reports
Cannot perform admin-level configuration or schema changes
Roles are tightly scoped based on function, not seniority

2. During unit testing, what is the developer or admin primarily validating?

Ensuring application logic works as expected
Verifying functionality before deployment
Usually uses test or dummy data
Admin/developer does the testing, not end users

3. If a client refuses to buy a new DB license but wants new functionality like insurance modules, how do you handle it?

Use existing database and extend schema
Create new tables for auto, property, and health insurance
Avoid duplication by tweaking shared tables like Person Info, Policy Info
Smart schema design saves licensing and effort

4. When designing a DB schema for an insurance product, what’s the base set of info you’d collect?

Person Info: name, profession, contact details
Vehicle Info: VIN, model, manufacture year, purchase date
Policy Info: type, start date, premium, add-ons
Base schema reused for other insurance types with minor tweaks

5. What’s the role of a schema in a database with multiple business lines like loans and insurance?

Logical partitioning inside one DB
Prevents data overlap between lines of business
Like a folder: one schema per application
Each schema holds relevant tables for that module

6. In Salesforce terms, what do we call database columns and rows?

Columns → Fields
Rows → Records
A group of records → List View
Helps map DB concepts directly into Salesforce terms

7. How does Salesforce differentiate between tabs and objects?

Tab is UI access point
Tab opens a specific object’s list view
For example: “Accounts” tab opens “Account” object
Plural tab names, singular object names by default

8. What happens when you click on a record’s name in Salesforce list view?

Name field is hyperlinked
Clicking it shifts control to the record’s detail page
“Name” field is the primary identifier
Behind the scenes, uses record ID to open the form view

9. What are the four default fields in every custom Salesforce object?

Name (text or auto-number)
Created By
Owner
Last Modified By
Only “Name” label can be changed, others are system-managed

10. What’s the difference between standard and console navigation in Salesforce?

Standard navigation: Single tab, control moves as you click
Console navigation: Multi-tab, each record opens in a new tab
Ideal for service agents handling multiple threads
Trade-off: console mode adds server load, so used selectively

11. In your words, why might a business want to add fields like PAN, Aadhaar, or GST to an existing app?

Allows compliance or regulatory info capture
Avoids rebuilding—simply extend schema
Grants admin-level control to specific users

12. How do you limit a user so they can configure fields but not view data or reports?

Assign them a custom profile with config permissions only
Use profile settings to restrict data/report access
Align access with job role (e.g., config vs. reporting)

13. What’s the purpose of dummy data during unit testing?

Verify functionality without impacting real data
Tests edge cases, ensures logic holds
Gives developers safe sandbox environment

14. Suppose a client has existing loan data. They now want insurance data stored in the same database. What must you do?

Analyze existing schema
Create separate schema for insurance tables
Ensure namespace isolation

15. You design a prototype for auto insurance. List three core tables you’d include.

Person Info (customer details)
Vehicle Info (VIN, model, dates)
Policy Info (type, premium, addons)

16. How do you reuse Person Info and Policy Info tables for property or health insurance?

Add extra fields to existing tables
Use policy subtype to differentiate
Avoid redundancy with minimal tweaks

17. Developer mindset: Why do we call tables tables, columns fields, and rows records?

Maintains clarity between DB vs. app logic
Helps align conceptual models
Ease of translation to Salesforce terms

18. In Salesforce, how is a list view different than a table in DB?

List view is UI representation of records
Refreshable, filterable by user
DB table is backend storage—not user‑facing

19. Explain why you would create multiple schemas within one database.

Partition data logically per app
Secure separation between business modules
Improves maintainability and performance

20. You notice repeated objects like Contacts, Accounts, Cases across apps. What’s the benefit of this?

Standard objects avoid rebuild
Enables central data consistency
User familiarity across modules

21. Can a custom app in Salesforce include standard objects? How?

Yes–custom apps can include standard objects
Admin chooses relevant standard objects when building app
Mix of standard + custom provides flexibility

22. When clicking “New” in Salesforce for a custom object, what fields must show?

The Name field (mandatory)
The system-managed fields exist but may be hidden
Name can be text or auto-number

23. Why is the Name field hyperlinked in list views?

It’s the primary identifier to access record details
Hyperlink ensures easy navigation
Consistency across tabs/objects

24. When designing the Name field, you choose between Text vs. Auto-number. What are trade-offs?

Text: Human-friendly, meaningful
Auto-number: Automated, consistent, unique
Use depends on business naming conventions

25. Describe how you’d build a profile that allows field configuration but disallows report generation.

Clone admin profile
Remove “Run Reports” and “View Reports” permissions
Grant “Customize Application” permission
Test strongly using dummy account

26. Name two cases when console navigation trumps standard navigation.

Call center agents handling multiple cases
Users engaged in multi-record workflows
Scenarios where concurrent views improve efficiency

27. Why does Salesforce default to standard navigation for most apps?

Simpler UI for majority of users
Reduces server load (single thread)
Avoids performance impact of multiple child threads

28. What’s the overhead implication of console navigation?

Each tab spawns a server thread
Parent-child-grandchild threads increase load
Usable but only for power users

29. Explain what happens to system performance when many console tabs are open.

More threads consume memory/CPU
Increased latency and slower response
Requires capacity planning

30. Define “standard app” vs. “custom app” in Salesforce.

Standard app: Pre-built by Salesforce (Sales, Service, Marketing)
Custom app: Built by admin with chosen objects/tabs/logic
Combo of both supports tailored workflows

31. In a custom object, which fields are system-managed versus customizable?

System-managed: Created By, Owner, Last Modified By
Customizable: Name (label), custom fields
Limits protect data integrity

32. What steps would you take when cloning an app to give it a new name?

Clone metadata (objects, tabs, permissions)
Rename app and labels where needed
Customize based on new business context
Test field-level security and navigation

33. Explain thread hierarchy with console navigation—why is it nested?

Parent thread = root tab
Child threads = nested record views
Could have multilevel nested (grandchildren)
Design adds hierarchical context

34. How can you limit console navigation to only support users?

Assign service user profiles to console-enabled apps
Non-service users use standard navigation
Controls UI and system resources

35. What’s a use case where you wouldn’t expose standard reports to admins?

Sensitive reporting data
Enforce separation of duties
Promote data auditing and control

36. If a developer made changes outside unit testing and broke functionality, what do you do?

Rollback code or config
Re-run unit tests
Identify regression scope
Correct before deploying to UAT

37. Why is using a single schema beneficial when extending existing databases?

No extra license
Shared SQL infrastructure
Easier joins between old/new data

38. In the “policy info” table, how would you distinguish auto vs. property vs. health?

Add a “Policy Type” field (Enum)
Add type-specific fields as nullable
Use views or filters for each type

39. You need to secure the new PAN/GST fields; where do you apply security?

Field-level security on the object
Assign CRUD permissions per profile
Audit via field history tracking

40. Describe sandbox testing when modifying shared tables.

Create sandbox copy of prod schema
Run unit tests with dummy data per type
Evaluate schema mods with no production risk
Test for backward compatibility

41. Suppose user feedback says standard nav is confusing—they lose where they came from. How would you fix it?

Switch them to console nav
Provide breadcrumbs or related lists
Train users on nav structure

42. What’s the impact of hiding “Created By” and “Last Modified” fields?

You can’t—they’re system-managed
UI can hide, but DB still records
Useful for audit trails

43. If an admin accidentally renames the Name field label, what happens?

Label changes everywhere UI shows it
Link and functionality remain intact
Users may get confused—need communication

44. On cloning a standard app, what must you validate in the new version?

Profiles and permissions
Included objects/tabs
Field-level security & layouts
Navigation and visibility

45. How do you enforce that only console nav users can open multiple tabs?

Enable Service Console app only for service profiles
Assign console permission sets
Disable console for others

46. You’re adding GST field to policy info—how do you ensure backwards compatibility?

Make field optional
Migrate existing records with defaults
Include in Page Layout only where relevant

47. Describe the process to add an Aadhaar field in an existing schema and show it in UI.

Add custom field in the object
Set data type and API name
Update page layout and tab
Modify profiles for visibility & editability

48. How would you test your new field’s display across apps (Sales, Service, Custom)?

Use both apps’ layouts in sandbox
Log in as different profiles
Do end-to-end walkthroughs (new record, edit, view)
Use console and standard nav views

49. What do you monitor post-deployment when extra console threads are in use?

Report performance logs
Watch memory, CPU spikes
Check user feedback on loading times

50. Finally, tell me why aligning schema (Person Info + Policy Info) across insurance lines is smart design.

Reduces duplication
Easier reporting and aggregates
Simplifies maintenance and enhancements
Consistent data standards across modules

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