Salesforce Interview Questions and Answers

Salesforce jobs are known to offer pretty good salaries. However, to secure one of the top-paying spots in the ecosystem, you need a range of proven skills and experience. Even though you might have the right expertise, communicating them in a Salesforce interview can be challenging or even daunting for some. 

We don’t want you to choke in your Salesforce interview. You probably have a ton of Salesforce skills to solve challenges while creating more business value. All you have to do is prepare answers based on your work experience so you are ready for whatever the interviewer asks you. 

Therefore, if you want to know what to expect in a meeting for a Salesforce position, it’s a good idea to research some interview questions and answers. Then, you can use the questions as a reference point and jot down your own answers that help you stand out from the other candidates applying for the job. 

We would love to help you put together a mock Salesforce interview to practice for the big day, so join us in the article below to grab some quick questions and answers commonly used in the industry. 

General Salesforce Interview Questions and Answers

We will begin with general Salesforce interview questions and answers. These examples show you that a job candidate understands Salesforce and how to use the CRM platform. 

Here are three general questions and answers that could arise in a Salesforce interview: 

List the different types of Salesforce relationships. 

There are many types of relationships for connecting data across Salesforce objects. For example, Salesforce has Lookup, Master-Detail, and Many-to-Many relationship options. I can explain them in detail.

The Lookup Relationship lets an admin link two Salesforce objects together. Admins use this type of relationship when they want Salesforce records to be related independently from each other.  

Next, I can talk about the Master-Detail Relationship which lets admins create a child record that is dependent on the master record. Admins should manage these relationships closely since children records are automatically deleted when the master record is deleted. 

Then, there is the Many-to-Many Relationship option in Salesforce. For this relationship, an admin creates a junction object to give permission to link Salesforce records in an object to records in other objects.

What is the difference between a Salesforce Role and a Profile?

An admin configures a Salesforce profile to let users perform tasks. When setting up a profile, all permissions, field visibility, and access to applications need to be enabled. 

If a business needs to keep certain records private, then they need the Salesforce admin to configure Roles for users. Roles will identify the records Salesforce users can work with, determined by the company’s hierarchy settings. 

If I wanted to secure data I would configure Salesforce profiles. On the other hand, if I wanted to show and hide data from certain Salesforce users, I would configure the Roles settings. 

Can you give me an example of how you used Salesforce to solve a problem?

For this type of scenario, we recommend using the STAR method to describe your story well and explain your technical skills in Salesforce. In the STAR method, S stands for Situation, T for Task, A for Action, and R for result. Take a look at our example below.

I was approached by the marketing manager, asking for help with lead management in Salesforce. My goal was to speed up the marketing team’s response times with a lead-assigning process.

I tackled the solution with lead assignment rules that automatically passed prospects to a marketer depending on where the potential customer lived and what products they showed interest in. 

As a result of my actions, marketers were able to respond to leads and perform workflows faster than before.

Salesforce Admin Interview Questions

Here are two examples of interview questions and answers you can use to prepare for a Salesforce Admin interview. They make it clear how you can go about showing off your practical knowledge well!

What is a Workflow Rule?

It’s a system that automates actions in Salesforce. For example, Workflow Rules can update fields or send emails to team members independently. I would use Workflow Rules to automatically send a first-time customer an email to welcome them to the community whenever a new lead is created in Salesforce. 

A lead could become a customer at any time of the day or night, so Workflow Rules makes sure I never forget to do this task. 

How do you manage record-level security? 

With a combination of the following systems:

1. Organization-Wide Defaults (OWD)
2. Role Hierarchies
3. Sharing Rules
4. Manual Sharing Setup 

I have used OWD before to configure base-level access for Salesforce records. Then, I set up Role Hierarchies so that only authorized users, based on their position in the company, could view and access records. 

Salesforce Developer Interview Questions

Here are two Salesforce Developer questions and answers that can be used to prepare for an interview. You will see that they show the developer has a good understanding of the fundamental concepts of Salesforce. 

Tell me about Salesforce triggers and when you have used them. 

Salesforce triggers are Apex code that run before or after a DML event, such as:

1. Inserting a Salesforce record.
2. Updating a Salesforce record.
3. Deleting a Salesforce record.

I have used triggers when I worked with complex logic and multi-object operations. I went this route because Workflow Rules and Process Builder did not have the capabilities I needed to update related Salesforce records when an Opportunity changed. 

What are Salesforce’s Governor Limits?

Governor limits are put in place by Salesforce to use resources efficiently. Common governor limits are:

1. SOQL Queries
2. DML Operations
3. Memory Usage

Governor limits aim to share out power so we don’t get one operation consuming all the resources. I am aware of governor limits so I always write lighter code where I can and use bulk patterns to keep my work within the bounds of Salesforce governor limits. 

Salesforce CPQ Interview Questions

Here are two CPQ-specific interview questions and answers you can use to prepare for your Salesforce interview. Can you see how they prove the responder can configure products and quotes well in Salesforce?

When would you use a Product Rule in Salesforce CPQ?

Since a Product Rule manages products in the quoting process, I would use it when I want to help Salesforce users choose the best options for customers. For example, a product rule could help sales teams choose the correct add-ons to services and recommend more products based on their selection. 

What is the difference between a Quote Line and a Quote Line Group?

A Quote Line would be a single product or service line item on a quote. It will include the price and quantity of the offering.

On the other hand, a Quote Line Group consists of multiple quote lines but is displayed as a single section. A Quote Line Group is useful when companies want to bunch up their related products or services. With Quote Line Group, I have found that they present packages neatly and clearly in quotes. 

Salesforce Testing Interview Questions

Lastly, we have two Salesforce Testing questions and answers that you can use to prepare for your interview. 

Can you explain what an Apex Test Class is?

Sure, it’s a Salesforce class I often use to write test methods. With it, I can verify Apex code is functioning correctly and the way it was intended to. 

Did you know that Salesforce needs 75% code coverage for deployment? For this reason, I find Apex Test classes are essential for testing code and double-checking it is running without bugs and errors or impacting data in strange ways. 

How would you go about testing Salesforce Governor Limits?

I would write test methods that imitate bulk operations. For example, to test governor limits, I have written a test to insert many records into Salesforce. This test allowed me to see if the code could manage large volumes of data in a single push. 

Previously, I have used System.assert statements. These help to confirm my resource usage is within Salesforce governor limits and is working correctly. 

Good Luck on Your Salesforce Adventure

And that’s a wrap on our questions and answers for Salesforce interviews. Let us know if you want more assistance with becoming a Salesforce expert. We can provide more mock questions and answers for you to work through!

See you soon!

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