When conducting interviews for Salesforce positions, it’s crucial to assess a candidates technical skills, problem-solving abilities and interpersonal skills. Here is a list of effective interview questions that can help you make an informed hiring decision.

Technical Proficiency

Can you explain the key components of Salesforce, such as objects, fields, records and relationships?
How do you create custom objects in Salesforce, and why might a company need to do so?
Describe the difference between a workflow rule and a process builder in Salesforce.
What is a Salesforce trigger and when would you use one?

Data Security and Permissions

How can you restrict access to sensitive data in Salesforce? What are profiles and permission sets?
What is the role of Role Hierarchy in Salesforce and how can it affect record-level security?
Explain how you would set up Field-Level Security in Salesforce.

Integration and Customisation

Can you describe the process of integrating Salesforce with other applications or services?
How do you create custom Lightning components and what are their benefits?
Can you provide an example of a complex Salesforce customisation or automation project you have worked on?

Problem-Solving Skills

Share an example of a challenging Salesforce issue you encountered and how you resolved it?
How do you troubleshoot and debug Apex code?

Soft Skills and Collaborations

Describe your experience working with cross functional teams to deliver Salesforce solutions.
Can you share an example of a successful Salesforce project where you had to communicate complex technical concepts to non-technical stakeholders?

Continuous Learning and Certifications

How do you stay updated with the latest Salesforce features and best practices?
Do you hold any Salesforce certifications, and if so, which ones?

Role Related Questions:

Salesforce Administrator

Can you explain Salesforce’s key components?
How do you handle data security in Salesforce?
Can you explain the difference between a workflow rule and a process builder in Salesforce?
Describe how you would handle a situation where a user is unable to access a specific record in Salesforce. What steps would you take to troubleshoot the issue?
What are validation rules in Salesforce, and when would you use them?
How do you manage and maintain data integrity in Salesforce?

Salesforce Developer

What is Apex and how is it used in Salesforce development?
Describe the differences between triggers and workflows in Salesforce?
How do you optimise SOQL queries for performance in Salesforce?
Explain what a governor limit is in Salesforce and how it affects your development?
Can you provide an example of a custom Apex trigger you’ve developed in Salesforce?
How do you handle expectations and errors in Apex code?

Salesforce Business Analyst

How do you gather and document business requirements for a Salesforce project?
What is the importance of user stories in Salesforce projects?
How do you manage requirements when working on multiple Salesforce projects concurrently?
Explain the concept of a Salesforce data model. How does it impact the way you collect and manage data requirements from stakeholders?
Can you provide an example of a complex business process you have helped streamline or optimise in Salesforce?
Explain your approach to data migration and data cleansing in Salesforce projects?

Salesforce Project Managers

How do you plan and initiate a Salesforce project?
How do you manage project timelines, budgets, resources in a Salesforce project?
Explain your experience with risk management in Salesforce projects. How do you identify, assess and mitigate risks?
Can you provide an example of a Salesforce project you’ve managed from initiation to successful delivery?
What methodologies or frameworks have you used in Salesforce projects?
Describe your experience in managing multiple Salesforce projects simultaneously.

Technical Proficiency Questions:

What is the purpose of a custom object in Salesforce and when would you use one?

“Custom objects allow users to store data unique to their organisation. We use them when standard objects don’t meet our specific data requirements.”

Can you explain the difference between a workflow rule and a process builder?

“Workflow rules are best for simple, single-criteria automation tasks, while Process builder is more powerful, allowing for complex, multi-criteria processes with advanced actions and cross-object capabilities”

Scenario-Based Questions:

How would you resolve a situation where data integrity is compromised in Salesforce?

“I would start by identifying the cause of the issue, rectifying the data and implementing validation rules or triggers to prevent such problems in the future”

Describe a scenario where you had to optimise a Salesforce workflow for better performance.

“In a previous role, I had to optimise a workflow by reducing time-dependent actions and streamlining the process, resulting in improved system performance”

Soft Skills and Cultural Fit:

How do you approach communication and collaboration withing a team while working on a Salesforce project?

“I believe in open communication, active listening, and fostering a collaborative environment to ensure everyone is aligned towards project goals”

How do you stay updated with the latest Salesforce developments and trends?

“I regularly attended webinars, follow Salesforce blogs, and participate in online communities to stay current with the latest Salesforce advancements”

Behavioural Questions

Share an example of a challenging project where effective communication played a vital role in its success.

“In a complex Salesforce implementation, clear communication ensured that all stakeholders were on the same page, resulting in a successful project completion”

Tell us about a time when you resolved a critical issue in Salesforce under tight deadlines.

“I once had to troubleshoot a data migration problem just hours before a major data import. I remained calm, identified the issue and implemented a quick solution to meet the deadline”


Effective interview questions for Salesforce candidates are essential in ensuring that you hire professionals who can leverage the power of Salesforce to benefit your organisation. A variety of questions can help you identify candidates who not only possess the required knowledge but also have the adaptability and communication skills necessary for successful Salesforce implementations. Choosing the right Salesforce professionals is a strategic investment that can lead to improved business processes, enhanced customer relationships and long-term success for your organisation.