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 do you create a new Lightning app in Salesforce?

Use App Manager to start app creation
Click “New Lightning App”, name it (e.g., HR Onboarding)
Customize branding: upload icon, choose color, check “use app image and color”
Choose navigation style (Standard vs. Console) and supported form factors (desktop/mobile)
Decide on setup type (Full Setup or Service Setup)

2. What’s the difference between object-level and field-level security?

Object-level: Controls whether a user can see, create, edit, or delete records of an object
Field-level: Controls visibility and editability of individual fields within records
Configured via profiles, permission sets, and OWD settings
Helps in securing sensitive info (e.g., salary field not visible to all users)

3. Explain the one-to-many relationship using the employee and device objects from the HR onboarding app.

One employee can be assigned multiple devices (laptop, phone, tablet)
Set up using a lookup or master-detail relationship
Use relationship field on Device object pointing to Employee
Enables tracking of who owns what device

4. What tools are available for importing data into Salesforce?

Data Import Wizard: UI-based, good for smaller imports
Data Loader: Client app, supports large data volumes and scheduled loads
Workbench: Third-party tool for advanced SOQL/SOSL queries and data loads
Use depending on volume, complexity, and automation needs

5. How do you implement many-to-many relationships in Salesforce?

Use a junction object (e.g., Membership for Employee–Club scenario)
Two master-detail relationships: Employee → Membership, Club → Membership
Enables tracking of which employees are in which clubs
Each junction record links one Employee to one Club

6. How do validation rules help in maintaining data quality?

Enforce business logic during data entry
Example: Prevent saving employee record if email is blank or incorrectly formatted
Written using formulas: ISBLANK(Email) or NOT(REGEX(...))
Validation messages guide users to correct the input

7. What are OWDs and how do they impact data access?

OWD = Organization-Wide Defaults
Baseline level of record access (e.g., Private, Public Read Only)
Configured at object level to control visibility across org
Acts as the lowest level, layered with sharing rules, profiles, etc.

8. Explain the purpose of page layouts and record types in the context of security and UX.

Page Layouts: Control field visibility and sectioning on UI
Record Types: Offer different layouts/picklists based on business scenarios
Useful for varying roles (e.g., HR vs. IT view of employee record)
Also help streamline data entry by customizing the user experience

9. What is the role of permission sets and groups in Salesforce security?

Permission Sets: Grant additional permissions without changing profiles
Permission Set Groups: Combine multiple permission sets
Use when users need occasional or conditional access
Example: Grant “Device Manager” set only to select IT users

10. How do you automate lead management in Salesforce using Web-to-Lead?

Create Web-to-Lead form and embed on site
Configure Auto-Response Rules to send confirmation email
Use Lead Assignment Rules to route leads to right sales reps
Automates lead capture and follow-up without manual effort

11. Describe how you’d secure the Account object for finance users only.

Set Account OWD to Private
Create a Finance profile and/or permission set granting read/edit access
Use Sharing Rules to share records owned by finance queue to finance users
Restrict page layout fields via profile settings

12. When would you use Data Loader over Data Import Wizard?

Large volume (>50K records) or complex mappings
Need scheduled or CLI-driven imports/exports
Performing hard deletes or working in Sandbox/Production
Supports bulk API, better error handling

13. Explain master-detail vs lookup relationships and when to use each.

Master-Detail: Strong parent-child link, inheritance of sharing, roll-up summaries
Lookup: Loose association, flexible, child can exist independently
Use Master-Detail when ownership and cascade delete matter (e.g., Membership), else lookup

14. How would you use roll-up summary fields in the HR onboarding app?

On Department object, show total devices assigned to employees
On Employee, roll-up number of clubs joined via Membership
Only works on master-detail relationships
Helps create calculated insights without code

15. Describe how you’d implement an approval process in this app.

Choose object (e.g., Employee record needing approval)
Define entry criteria and approval steps (e.g., HR → Manager)
Customize approval page layout and notifications
Lock records during approval and unlock after final decision

16. Give an example of when to use flow instead of workflow rule.

Need screens, user input, or branching logic → use Flow
Simple field update without UI → Workflow
E.g., Flow to capture additional comments when onboarding completes

17. Detail a scenario where a validation rule might conflict with an automation.

Validation rule blocking empty phone number
But Workflow Field Update populates phone later
Validation rejects before automation runs
Must adjust timing or bypass rule when automation fires

18. How would you import historical employee data with relationships?

Import parent data (Department, Club) first
Using tool (Data Loader), map external IDs
Load Employee using Department external ID lookup
Finally load Membership junction using both IDs

19. Describe how sandbox vs production differ for data import.

Sandbox: Practice flows and imports safely
Production: Use Data Loader in Bulk API mode
Apply validation and backups
Consider data masking if using production data in sandbox

20. How can you audit user-level changes to object data?

Enable Field History Tracking on key fields (hire date, status)
Use Setup Audit Trail to track admin config changes
Create reports to review changes over time

21. Scenario: You need to add a picture to employee records. What’s your approach?

OOB config doesn’t support file uploads in input screens
Use custom Aura/LWC component + Apex to support photo capture
Embed component in Lightning app or record page

22. Explain how you’d use Record Types for Employee vs Contractor.

Create two record types: Employee, Contractor
Custom page layouts & picklist values per type
Assign record types via profile
Helps display different data and processes

23. What are sharing rules, and when are they needed?

Automate record access beyond OWD
Criteria-based or owner-based
E.g., share all employees in “IT” department to IT managers
Supplements profiles, OWD, permission sets

24. How can you deploy your HR onboarding setup to Production?

Use Change Sets or Salesforce CLI
Include App, Object metadata, Profiles, Flow, Validation Rules
Validate in Production test run
Deploy during low-traffic window

25. Walkthrough creating a dashboard for employee headcount by department.

Build summary report grouped by Department on Employee object
Add count and maybe filter by hire date
Create Dashboard with a chart + table
Schedule refresh and share via folder access

26. How would you handle data skew in large Department objects?

Ensure no one department owns too many employees
Consider using queue or public groups instead of single owner
Use sharing rules smartly to prevent performance issues

27. Describe the differences between Process Builder and Flow.

Process Builder: UI-triggered, limited logic
Flow: Powerful, can have screens, loops, complex branching
Salesforce is migrating features from Process Builder to Flow

28. How do you deal with picklist values across record types?

Edit picklist from object manager
Add/remove values by record type
Ensure mappings in flows and validations match new values

29. Scenario: Onboarding checklist email for new hires. How do you automate that?

Use Flow Builder with Scheduled Path
Trigger on hire date -> send email via Action
Use email template with links to onboarding forms

30. How do you prevent duplicate employee records?

Enable Duplicate Rules and Matching Rules on email or employee ID
Configure alert or block behavior
Use Data Import Wizard with duplicate bypass carefully

31. When would you use external IDs in your app?

To upsert records from external system
Mark unique field as External ID
Helps maintain relationships during imports

32. Explain bulkification and why it matters in Flow/Apex.

Process data in collections (e.g., loops, fast updating 200 records at once)
Avoid governor limits by using bulk resources
Even declarative tools (Flow, Process Builder) have bulk vote

33. How do you give a user ability to manually share a record?

Enable Manual Sharing in org-wide defaults = Private
Add ‘Sharing’ button to page layout
Users can manually grant access to other users/groups

34. How can you control which profiles see the Clubs tab?

On App’s Navigation Items, add Clubs tab only for relevant profiles
Control by Profile > Tab Settings (Default On/Off or Hidden)
Use App Visibility & Assignments

35. What’s the difference between List View sharing and Report Folder sharing?

List Views: can be private, shared with role/group
Reports/Dashboards: Folder-level access
Dashboards respect underlying report folder sharing

36. You notice users are spamming the support email template. What do you do?

Inspect email template and auto-response settings
Adjust criteria or template content
Test with Sandbox to replicate behavior

37. When might you use Workbench over Data Loader?

Want to execute SOQL/SOSL queries and manipulate metadata
Troubleshoot REST or Bulk API calls
Ideal during troubleshooting or scripting

38. Scenario: An employee record is deleted accidentally. Can you recover it?

Deleted records go to Recycle Bin for 15 days
Admin or user can restore
For bulk recovery, use Data Loader export from recycle bin

39. How do you ensure your app works on mobile?

In App Manager, select Supported Form Factors = Mobile & Desktop
Review navigation in Salesforce mobile app
Adjust compact layouts and quick actions for mobile UX

40. How would you test your validation rules, flows, and automation?

Create test records in Sandbox or Dev org
Use Debug Logs and Flow Debug Mode to trace errors
Make sure to test boundary conditions and bulk loads

41. Describe using permission set group to manage HR vs IT access.

Create HR Access PS Group: includes EmployeeRead, DepartmentRead, FlowRun
Assign to HR users
Keeps profiles generic and adds granular functionality as needed

42. Scenario: You need to prevent removing all devices from an employee. How?

Validation Rule on Device so that deletion not allowed if only device linked
Or Flow triggered on Employee to check child count before update

43. What’s the benefit of using External Data Sources vs imported data?

External Data Sources allow real‑time integration (no data duplication)
Supports OData, Salesforce Connect
Useful when non‑Salesforce systems are the source of truth

44. Lead Capture: How would you customize Lead form for different regions?

Use Record Types on Lead object (e.g., APAC, EMEA)
Assign different picklist values, layouts
Display region‑specific fields and validation

45. How do you monitor performance of large data loads?

Use Bulk API batch monitoring in Setup
Check for job failures and batch times
Monitor server limits & consider segmentation

46. Explain sharing via apex-managed sharing.

For complex criteria, use Apex sharing
Write Apex to insert share records into Object__Share table
Often combined with criteria-based logic

47. Scenario: Employee club membership should auto-terminate after expiry. How?

Build Scheduled Flow daily to check expirations
Update Membership record or delete it
Notify user with email action

48. How to implement translation for your HR app?

Enable Translation Workbench
Add required languages
Provide translations for labels: object, field, picklist, tab

49. What is Platform Cache and how can it help performance here?

Store frequently accessed data (e.g., department lists) in cache
Speeds up Flows or Apex calls
Configured via Cache Allocations in Setup

50. Tough: How would you expose employee data via a public site?

Use Experience Cloud (Community) with Guest User sharing
Create LWC-based public pages
Secure with Sharing Sets, Guest Profile settings
Audit and throttle access to protect data

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