Performance Scenario Interview Questions: Reports and Speed

Performance Scenario Interview Questions test how you build reports that answer real questions and how you keep pages, reports and automation fast as an org grows. This is Post 5 of our scenario series, covering reports, dashboards, page speed and org optimisation.

Each scenario matches a topic from our Salesforce Reports Interview Questions list. In every answer, say what you would measure before and after your change.

How to Use These Performance Scenario Interview Questions

Answer every scenario in four short steps. First, repeat the problem in your own words. Next, say what you would check. Then name the exact feature or setting you would use, and say why. Finally, explain how you would test the fix with a real user.

Performance Scenario Interview Questions on Building Reports

Study with Reports and Dashboards.

1. Sales wants accounts with no activity in the last 90 days. How do you build the report?
2. A manager needs win rate by rep for this quarter. How do you build it?
3. Leadership wants courses with and without enrollments in one report. What do you need first?
4. Fees must show as Low, Medium and High in a report. How do you group them?
5. One view must show open cases and open deals for each account. What do you use?
6. A report must show each rep percentage of the team total. How do you calculate it?
7. A manager wants a report of cases closed within the service level. How do you build it?
8. Sales wants a report of deals pushed to a later month more than twice. How do you build it?
9. A report must compare this month with last month. How do you do it?
10. Leadership wants a report of users who never log calls. How do you build it?
11. A report must show the first activity date for each lead. What do you need?

A good answer names the report type first, then the format, filters and any formula. Say what the manager will see at the end.

Fixing Report Problems Scenarios

Study with Custom Report Types.

12. A report shows fewer records than expected. What could cause it?
13. A new field does not appear in the report builder. What do you check?
14. Two managers see different totals in the same report. Why?
15. A report times out because it covers ten years of data. How do you fix it?
16. A scheduled report email stopped arriving. What do you check?
17. A report shows duplicate rows for each account. Why?
18. A report formula shows an error for some rows. How do you fix it?
19. Users cannot find a report they used last week. What do you check?
20. A report chart is hard to read with 30 groups. How do you improve it?

Explain the most likely causes in order: filters, report type, sharing and date ranges. Then say how you would confirm each one.

Performance Scenario Interview Questions on Dashboards

Study with Dynamic Dashboards.

21. Each manager must see only their team numbers on one dashboard. How do you build it?
22. The dashboard shows old numbers in a Monday meeting. What happened, and how do you fix it?
23. A new hire can see a dashboard but not the report behind it. Why?
24. The CEO wants to see how the pipeline changed week by week. What do you use?
25. Finance dashboards must be visible only to finance. How do you set it up?
26. A dashboard must let users switch between regions. What do you add?
27. A dashboard component shows “no data” for some users. Why?
28. Leadership wants a dashboard emailed every Monday. How do you set it up?
29. A dynamic dashboard limit is reached. What are your options?

Mention the running user and whether the dashboard should be dynamic. Also say how you would share it safely.

Page Speed Scenarios

Study with Lightning Page Performance.

30. Support agents say the case page takes six seconds to load. What do you check first?
31. A record page has 12 related lists and 4 charts. How do you make it faster?
32. Pages are fast for you but slow for one branch office. What could cause it?
33. Users complain after you add three new components to a page. How do you prove the impact?
34. A section must show only for online courses without slowing the page. What do you use?
35. A related list loads thousands of records. How do you make the page faster?
36. A custom component on the page loads slowly. Who do you work with, and what do you check?
37. Users on old laptops say Lightning is slow. What do you suggest?
38. Moving fields with Dynamic Forms made a page slower. How do you check?

Measure page time before and after each change. Then move heavy items into tabs and remove what users do not need.

Performance Scenario Interview Questions on Org Optimisation

Study with Release Updates and Schema Builder.

39. You join an org with 900 unused fields. How do you plan a cleanup?
40. There are 3,000 reports, and most are never used. What do you do?
41. An object has 15 active flows and saves are slow. How do you improve it?
42. Users say global search does not find records. What do you check?
43. List views take a long time to load for one object. What do you check?
44. Salesforce Optimizer is retired. How do you review org health now?
45. There are 200 inactive users still holding licenses. What do you do?
46. Many validation rules are no longer used. How do you clean them up safely?
47. An org has hundreds of unused permission sets. How do you review them?
48. Users complain about too many required fields. How do you decide what to remove?
49. A scheduled job runs every hour but nobody uses its output. What do you do?

A strong cleanup answer checks usage first, then removes in small steps. Always keep a backup of what you delete.

Adoption and Usability Scenarios

Study with In-App Guidance.

50. Users stopped using a page you built last month. What do you do?
51. Users keep missing a new required step. How do you guide them on the page?
52. Reps want to log a visit from their phone in one tap. What do you build?
53. Managers want a list of this week deals shared with their team. How do you do it?
54. Users open five tabs to find customer details. How do you simplify their work?
55. A new feature has low adoption after one month. How do you find out why?
56. Users ask the same questions every week. How do you reduce them?
57. Managers want a home page with their key numbers. What do you build?
58. Users want fewer clicks to log a call. What do you change?

Talk to users before you change things. Then use In-App Guidance and simple training to help adoption.

Performance Scenario Interview Questions FAQ

How do I show impact in a performance answer?

Give a before and after number, such as page time or report run time.

What if I have not worked on a large org?

Explain the steps you would follow. Interviewers value a clear process.

Official Resources

• Reports and Dashboards for Lightning Experience (Trailhead)
• Salesforce Platform Administrator Credential (Trailhead)

Quick Recap

• These Performance Scenario Interview Questions cover reports, dashboards, page speed, org cleanup and adoption.
• Measure first, then change one thing at a time.
• Know the running user and report type rules.
• Clean up unused fields, reports and automation.
• Next, practise Sales and Service Cloud scenarios.

What’s Next?

Continue with the next set of scenarios. Read CRM Scenario Interview Questions: Sales and Service Cloud.