List of 25 essential Salesforce interview questions and answers tailored for experienced professionals, covering advanced concepts in administration, development, integration, and architecture:
1. What is the difference between a Profile and a Permission Set?
Answer:
- Profile: Defines a user’s baseline permissions (object/field access, login hours, etc.). A user can have only one profile.
- Permission Set: Extends permissions without changing the profile (e.g., granting temporary access to a custom object). A user can have multiple permission sets.
Best Practice: Use permission sets for granular access control to avoid profile sprawl .
2. Explain Governor Limits in Salesforce. How do you handle them?
Answer:
Governor limits enforce platform scalability (e.g., 100 SOQL queries/transaction). Mitigation strategies:
- Bulkify code: Process records in collections, not loops.
- Asynchronous Apex: Use
@future
, Batch Apex, or Queueable for large datasets. - Caching: Store frequently used data in static variables .
3. What is a Trigger Framework? Why is it important?
Answer:
A trigger framework (e.g., Trigger Handler Pattern) separates logic from triggers for:
- Maintainability: Centralized logic in handler classes.
- Reusability: Avoids redundant code.
- Testability: Simplifies unit testing.
Example: One trigger per object delegating to handler methods .
4. Compare Master-Detail vs. Lookup Relationships.
Answer:
Master-Detail | Lookup |
---|---|
Child records deleted if parent is deleted (cascade delete). | No cascade delete. |
Roll-up summary fields possible. | No roll-up summaries. |
Ownership inherited from parent. | Ownership independent. |
Use lookup for optional relationships; master-detail for strong dependencies . |
5. How do you bulkify an Apex Trigger?
Answer:
- Avoid SOQL/DML in loops. Use collections:
trigger AccountTrigger on Account (before update) {
List<Contact> contactsToUpdate = new List<Contact>();
for (Account acc : Trigger.new) {
if (acc.Active__c) {
contactsToUpdate.add(new Contact(AccountId = acc.Id, Status__c = 'Active'));
}
}
update contactsToUpdate;
}
- Leverage
Trigger.newMap
andTrigger.oldMap
for efficient record access .
6. What are Platform Events? When would you use them?
Answer:
Platform Events enable pub/sub messaging for real-time integration. Use cases:
- Decoupled systems: Notify external apps (e.g., ERP) of Salesforce data changes.
- Microservices: Trigger serverless functions (e.g., AWS Lambda).
Example: Emit an event when an Opportunity closes, updating a dashboard .
7. Explain the Order of Execution in Salesforce.
Answer:
Key phases:
- Validation Rules → 2. Before Triggers → 3. System Validations → 4. DML → 5. After Triggers → 6. Assignment Rules → 7. Auto-Response Rules.
Pro Tip: Avoid mixed DML errors by scheduling async operations for user/record updates .
8. What is Lightning Web Components (LWC)? How does it differ from Aura?
Answer:
- LWC: Modern, standards-based (Web Components), faster performance, smaller bundle size.
- Aura: Legacy framework, heavier, uses proprietary syntax.
Migration: Salesforce recommends LWC for new development .
9. Describe Salesforce DX and CI/CD best practices.
Answer:
Salesforce DX streamlines DevOps with:
- Scratch Orgs: Ephemeral environments for testing.
- Version Control: Git integration for metadata.
- CI/CD Pipelines: Tools like Jenkins/Copado for automated deployments.
Best Practice: Use unlocked packages for modular deployments .
10. How do you debug a complex performance issue in Salesforce?
Answer:
- Tools: Developer Console logs, Execution Overview, Salesforce Inspector.
- Optimize:
- SOQL selectivity (indexed fields).
- Avoid view state issues in Visualforce.
- Use
LIMIT
in queries .
11. What are Custom Metadata Types? Compare them to Custom Settings.
Answer:
Custom Metadata | Custom Settings |
---|---|
Deployable (packaged). | Not deployable (org-specific). |
Supports relationships. | No relationships. |
Use metadata for environment-agnostic configs (e.g., API endpoints) . |
12. Explain Sharing Rules vs. Role Hierarchy.
Answer:
- Role Hierarchy: Grants access to records based on hierarchy (e.g., managers see subordinates’ records).
- Sharing Rules: Extend access beyond hierarchy (e.g., share Accounts with a Public Group).
Note: OWD (Org-Wide Defaults) set the baseline .
13. What is Apex Managed Sharing?
Answer:
Programmatic record sharing using Share
objects (e.g., AccountShare
). Use cases:
- Dynamic sharing based on complex logic.
- Replacing manual sharing for scalability .
14. How do you integrate Salesforce with an external REST API?
Answer:
- Named Credentials: Secure endpoint storage.
- Apex HTTP Callouts:
HttpRequest req = new HttpRequest();
req.setEndpoint('callout:Named_Credential/api/data');
req.setMethod('GET');
HttpResponse res = new Http().send(req);
- Error Handling: Retry logic for timeouts .
15. What is Batch Apex? Provide a use case.
Answer:
Batch Apex processes large datasets asynchronously in chunks. Example:
global class CleanupBatch implements Database.Batchable<sObject> {
global Database.QueryLocator start(Database.BatchableContext bc) {
return Database.getQueryLocator('SELECT Id FROM Account WHERE Inactive__c = true');
}
global void execute(Database.BatchableContext bc, List<Account> scope) {
delete scope;
}
global void finish(Database.BatchableContext bc) {
System.debug('Batch completed');
}
}
Use for data cleanup or nightly jobs .
16. Compare SOQL vs. SOSL.
Answer:
SOQL | SOSL |
---|---|
Queries single objects (like SQL). | Full-text search across multiple objects. |
Uses SELECT with filters. | Uses FIND with RETURNING . |
Example SOSL: |
FIND 'Acme*' IN ALL FIELDS RETURNING Account(Name), Contact(LastName)
.
17. What are Lightning Data Service (LDS) benefits?
Answer:
- Performance: Client-side caching reduces server calls.
- Security: Respects FLS/Sharing Settings.
- Consistency: Single source of truth for records .
18. How do you handle errors in Async Apex (e.g., Queueable)?
Answer:
- Implement
Database.AllowsCallouts
for callout retries. - Log errors to custom objects or Platform Events.
- Use
System.enqueueJob
with transaction finalizers .
19. What is a Junction Object? Provide an example.
Answer:
A custom object linking two master-detail relationships (e.g., Course Enrollment linking Student and Course). Enables many-to-many relationships .
20. Explain the use of with sharing
vs. without sharing
in Apex.
Answer:
with sharing
: Enforces user’s FLS/sharing rules (default for controllers).without sharing
: Bypasses sharing rules (use cautiously for admin ops) .
21. What are Platform Cache strategies?
Answer:
- Session Cache: User-specific (e.g., frequently accessed records).
- Org Cache: Shared across users (e.g., reference data).
Limit: 10MB/org (Enterprise Edition) .
22. How do you design a scalable Salesforce architecture?
Answer:
- Data Model: Avoid data skew (e.g., limit child records per parent).
- Async Processing: Use Queueable for complex logic.
- Governor Limits: Monitor with Salesforce Health Check .
23. What are Change Data Capture (CDC) use cases?
Answer:
- Real-time Sync: Stream record changes to external systems.
- Audit Logs: Track field history without triggers.
Subscribe viaPushTopic
or CometD .
24. Compare Process Builder vs. Flow.
Answer:
Process Builder | Flow |
---|---|
Simple point-and-click automation. | Supports complex logic (loops, screens). |
No user interaction. | Screen Flows for UIs. |
Best Practice: Migrate to Flows (Process Builder is deprecated) . |
25. How do you secure a Salesforce org?
Answer:
- Authentication: MFA, OAuth 2.0.
- Data: Field-Level Security (FLS), Encryption (Shield).
- Monitoring: Login IP Ranges, Event Logs .
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