Top 50 Salesforce Interview Questions & Answers 2025

Top 50 Salesforce Interview Questions & Answers 2025

Top 50 Salesforce Interview Questions and Answers 2025 – Beginner to Advanced

Beginner-Level Salesforce Interview Questions

1. Can you explain what Salesforce is and its significance in today’s business world?

Salesforce is a leading cloud-based CRM (Customer Relationship Management) solution. It enables businesses to centralize sales, marketing, customer service, and analytics operations. Companies value it for its scalability, strong integration options, automation features, and AI-powered insights.

2. Name some of Salesforce’s key products.

  • Sales Cloud – Sales process automation
  • Service Cloud – Customer support management
  • Marketing Cloud – Digital marketing automation
  • Commerce Cloud – E-commerce solutions
  • Experience Cloud – Partner, employee, and customer portals
  • Tableau – Advanced analytics
  • Slack – Collaboration platform

3. What is a Salesforce Object?

A Salesforce Object is like a database table that stores records.

  • Standard Objects: Provided by Salesforce (e.g., Account, Contact, Lead).
  • Custom Objects: Created by users to hold information specific to their business requirements.

4. What is a Record in Salesforce?

A record represents a single row in an object, containing data in various fields.

5. How do Standard and Custom Objects differ?

  • Standard Objects are preconfigured for common business needs.
  • Custom Objects are user-defined to address unique organizational processes.

6. What is a Salesforce App?

A group of tabs, objects, and functionalities bundled together to support a specific business workflow.

7. What is a Workflow Rule?

A workflow rule automatically performs actions like sending email notifications or updating fields when defined criteria are met.

8. Workflow vs. Process Builder — what’s the difference?

  • Workflow: Limited to basic actions like field updates or sending alerts.
  • Process Builder: Handles more complex automation, multiple conditions, and can invoke Flows.

9. What is a Trigger?

Trigger: An Apex script that executes automatically in response to database actions such as record creation, updates, or deletion.

10. Explain the Salesforce Data Security Model.

  • Security is enforced through multiple layers:
  • Organization-Wide Defaults (OWD) – Sets base access levels
  • Role Hierarchy – It shows the chain of roles in a company and lets higher-level users see the data of people below them.
  • Sharing Rules – Adds exceptions to OWD
  • Profiles – Defines object/field permissions
  • Permission Sets – Adds extra permissions without changing profiles

Intermediate-Level Salesforce Interview Questions

11. What is a Sandbox in Salesforce?

Sandbox: A Salesforce environment isolated from the live system, designed for testing or development so that any changes do not impact production data. Available types include Developer, Developer Pro, Partial Copy, and Full Copy.

12. What is SOQL?

SOQL (Salesforce Object Query Language) retrieves data from Salesforce objects using query syntax similar to SQL.

13. SOQL vs. SOSL — what’s the difference?

  • SOQL: Retrieves data from a single object or related objects.
  • SOSL: Searches for a keyword across multiple objects simultaneously.

14. Difference between Role and Profile.

  • Profile: Defines and manages user permissions across objects, fields, and applications.
  • Role: Determines record visibility in the hierarchy.

15. What is a Junction Object?

A custom object configured with two master-detail relationships to establish a many-to-many link between different objects.

16. What are Governor Limits?

Salesforce sets limits on operations, such as SOQL queries and CPU usage, to maintain stability within its multi-tenant environment.

17. What is Apex?

Apex is Salesforce’s proprietary, strongly typed, object-oriented programming language used for server-side development.

18. Before Trigger vs. After Trigger — explain.

  • Before Trigger: Runs before a record is saved; used for validation and preprocessing.
  • After Trigger: Executes once a record is saved and is typically used for actions such as sending notifications.

19. What are Validation Rules?

Validation rules enforce data quality by preventing record save if specific conditions aren’t met.

20. What are Lightning Components?

Modular, reusable UI building blocks created using the Lightning Component Framework for Salesforce applications.

Advanced-Level Salesforce Interview Questions

21. Lightning vs. Classic — what’s different?

Lightning offers a modern, responsive UI, improved performance, and advanced customization tools, whereas Classic is an older interface with fewer updates.

22. Why are Apex Test Classes required?

They ensure code reliability, validate logic, and are mandatory for deployment with at least 75% coverage.

23. What is a Flow?

A Flow is a point-and-click automation tool that collects, updates, and processes data without code.

24. What are External Objects?

Objects that reference data stored outside Salesforce, accessible via Salesforce Connect.

25. Name the types of Salesforce Reports.

  • Tabular
  • Summary
  • Matrix
  • Joined

26. What are Permission Sets?

Additional permission bundles are assigned to users without altering their profile.

27. Public Group vs. Queue — explain.

  • Public Group: Used for sharing access among multiple users.
  • Queue: Used to assign and manage work items collectively.

28. What is Deployment in Salesforce?

The process of moving configurations and customizations between environments using Change Sets, ANT Migration Tool, or Salesforce CLI.

29. What is an API in Salesforce?

A method for integrating Salesforce with external systems. Examples of Salesforce APIs include REST API, SOAP API, and Bulk API.

30. What is Salesforce Shield?

A suite for security and compliance, offering encryption, event monitoring, and field audit trails.

Scenario-Based Salesforce Interview Questions

31. How do you prevent duplicate records?

Use matching rules, duplicate rules, and deduplication tools.

32. How would you notify a manager when a large deal closes?

Create automation using Flow or Process Builder with criteria based on deal amount and stage.

33. How do you secure sensitive data?

Implement field-level security, encrypted fields, and controlled sharing rules.

34. A user cannot see their record — what do you check?

  • Profile permissions
  • Record ownership
  • Record type access
  • Sharing settings

35. Which API is best for integrating Salesforce with ERP?

Depends on the requirement — Bulk API for large data volumes, REST or SOAP for real-time interactions.

Latest 2025 Salesforce Trends & Questions

36. What is Einstein AI?

An AI feature set in Salesforce for predictive insights, recommendations, and automation.

37. How is Generative AI used in Salesforce in 2025?

Through Einstein Copilot for conversational AI and automated content generation.

38. What is Omni-Channel in Salesforce?

A routing feature that assigns cases, leads, and chats based on agent skill and availability.

39. What is DevOps Center?

A modern 2025 solution designed to streamline the Salesforce development process with features like automated workflows and version management.

40. What is Hyperforce?

Salesforce’s architecture for hosting on public cloud platforms for better compliance, scalability, and performance.

Important Salesforce Tools and Features to Master in 2025

41. What is Salesforce AppExchange? AppExchange is Salesforce’s marketplace for prebuilt apps, components, and solutions that can be installed to extend Salesforce functionality without coding.

42. What is a Record Type in Salesforce? Record Types – Let companies provide different page layouts, picklist options, and workflows for the same object depending on the user’s profile.

43. What is a Flow Builder in Salesforce? Flow Builder is a drag-and-drop interface to create automated business processes, including data collection, updates, and complex branching logic.

44. Difference between Process Builder and Flow Builder.

Process Builder – Useful for straightforward automations such as updating records or sending notifications. Flow Builder: Handles complex logic, loops, screens, and integrations.

45. What are Salesforce Reports and Dashboards? Reports: Summarized data views that answer specific business questions. Dashboards: Visual representation of reports using charts, graphs, and metrics.

46. What is Salesforce Knowledge? A knowledge base platform within Salesforce for creating, managing, and sharing articles to support customers and employees.

47. What is a Change Set? A Change Set is a Salesforce feature for moving metadata changes (like objects, fields, and workflows) from one environment to another.

48. What are Salesforce Experience Cloud Sites? Experience Cloud Sites are branded portals for customers, partners, or employees to interact, access data, and collaborate securely.

49. What is Multi-Factor Authentication (MFA) in Salesforce? MFA (Multi-Factor Authentication) – Enhances security by asking users to verify their identity using two or more methods when signing in.

50. How do Salesforce Sandbox Refreshes work? Sandbox refresh replaces the current sandbox data with a new copy from production, which is helpful to test updates or validate configurations in an up-to-date environment.

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