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McKesson Salesforce Interview Questions

On December 10, 2025, Posted by Sandeep U , In Interview Questions, With Comments Off

McKesson Salesforce Interview Process
- Interview Process
McKesson Salesforce Interview Rounds
- Interview Rounds
McKesson Salesforce Technical Interview Questions: Freshers and Experienced
Interview Preparation
Interview Tips for McKesson Salesforce
Frequently Asked Questions

McKesson is a global leader in healthcare supply chain management, providing pharmaceuticals, medical supplies, and healthcare services. The company plays a critical role in improving healthcare access and efficiency worldwide.

McKesson Salesforce leverages Salesforce solutions to enhance customer relationships and streamline operations in the healthcare industry. By integrating Salesforce’s CRM platform, McKesson Salesforce improves sales, marketing, and service delivery. This digital transformation helps McKesson Salesforce deliver more efficient and personalized healthcare services to its clients.

Boost your career with Salesforce online training, covering Admin, Developer, and AI through hands-on projects and real-world problem-solving. Master Salesforce solutions with industry-focused assignments to accelerate your career growth.

McKesson Salesforce Technical Interview Questions: Freshers and Experienced

1. What is Salesforce, and why is it used in the healthcare industry like McKesson?

In my experience, Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage customer data, sales processes, and marketing campaigns. For companies like McKesson, Salesforce is especially valuable in streamlining operations and enhancing customer relationships. It helps track patient data, manage pharmaceutical sales, and ensure seamless communication between different healthcare entities, which is crucial in a complex industry like healthcare.

For McKesson, Salesforce can integrate with various other systems to provide real-time insights, streamline the supply chain, and ensure compliance with healthcare regulations. The platform’s ability to customize workflows, automate tasks, and provide powerful analytics makes it ideal for the healthcare industry, where efficiency and accuracy are paramount.

2. Can you explain the difference between a trigger and a workflow rule in Salesforce?

In my experience, both triggers and workflow rules are used to automate processes in Salesforce, but they are suited for different use cases. A trigger is a piece of Apex code that runs before or after a record is inserted, updated, or deleted. It offers more flexibility than workflow rules and can perform complex actions like sending emails, updating related records, or even calling external services.

On the other hand, workflow rules are simpler automation tools in Salesforce. They trigger actions such as sending email alerts, updating fields, or creating tasks when specific criteria are met. While workflows are easier to implement, they lack the flexibility that Apex triggers offer. Here’s an example of a trigger that updates a record before insert:

trigger UpdateAccountName on Account (before insert) {
    for (Account acc : Trigger.new) {
        acc.Name = 'Updated ' + acc.Name;
    }
}

Code Explanation: This trigger runs before an account record is inserted into the database. It checks all new account records in Trigger.new and updates the Name field by prefixing it with “Updated”. The trigger ensures that any new account record gets the modified name automatically.

3. What is Apex in Salesforce, and how do you use it for custom development?

In Salesforce, Apex is a strongly typed, object-oriented programming language that allows me to write custom logic for complex business processes. It is used when standard functionality doesn’t meet business needs, like when integrating Salesforce with external systems or when creating custom automation processes. Apex runs on the Salesforce platform and can interact with the database, perform calculations, or call web services.

For instance, when I needed to update records based on specific criteria, I used an Apex trigger to run before the record was inserted into the database. This ensured that certain fields were modified based on custom logic. Here’s an example of a simple trigger that updates the account’s status before the record is created:

trigger UpdateAccountStatus on Account (before insert) {
    for (Account acc : Trigger.new) {
        if (acc.AnnualRevenue > 1000000) {
            acc.Status = 'Premium';
        }
    }
}

Code Explanation: This Apex trigger runs before an account record is inserted. It checks if the AnnualRevenue is greater than one million and, if true, updates the account’s Status to ‘Premium’. This ensures that accounts with high revenue are automatically categorized as premium during the record creation.

4. Explain the concept of Salesforce Lightning and its benefits.

Salesforce Lightning is the next-generation user interface and component framework designed to provide a more modern, fast, and intuitive experience than the previous Salesforce Classic interface. It improves productivity by offering a more responsive design and allows for a customizable, user-friendly interface. In my experience, Lightning makes it easier for users to navigate the system, access reports, and manage data without the friction present in older versions.

A major benefit of Salesforce Lightning is its flexibility. With Lightning Components, developers can build reusable components that can be used across different applications. This approach speeds up development, enhances the user experience, and ultimately leads to better efficiency. For example, I used Lightning Web Components (LWC) to create a reusable custom component for displaying customer data dynamically in different places within the Salesforce interface.

5. What are the different types of relationships in Salesforce? Provide examples.

Salesforce offers several types of relationships between objects, which define how data is related to each other. The key relationships include lookup relationships, master-detail relationships, and many-to-many relationships. In a lookup relationship, one object has a reference to another object but the relationship is not as tightly coupled as in a master-detail. For example, an Account may have a lookup to a Contact, but if the account is deleted, the contact remains.

In a master-detail relationship, the child record cannot exist without the parent record, and if the parent record is deleted, all related child records are also deleted. For instance, in a sales scenario, a Invoice object might be a child of an Opportunity in a master-detail relationship. A many-to-many relationship can be achieved using a junction object, which connects two objects in a way that allows for multiple records in each related to the other.

Here’s an example of a lookup relationship:

// Creating a lookup relationship between Account and Contact
Account acc = new Account(Name='Sample Account');
insert acc;

Contact con = new Contact(FirstName='John', LastName='Doe', AccountId=acc.Id);
insert con;

Code Explanation: In this code, I create an Account record with the name “Sample Account” and insert it into the database. Then, I create a Contact record, linking it to the newly created Account by setting the AccountId field. This establishes a lookup relationship between the Contact and the Account.

6. How would you implement an approval process in Salesforce?

In my experience, implementing an approval process in Salesforce is a great way to automate the approval of records based on certain criteria. To implement an approval process, you first define the entry criteria for the records that need approval, such as opportunities above a certain value or accounts with specific statuses. Then, you create the approval steps, where the record is sent to specific users or groups for approval. After that, you define the actions that occur upon approval or rejection, such as sending email notifications or updating record fields. For example, an approval process can be set up for opportunities to require managerial approval before they are marked as “Closed-Won.”

7. What are Visualforce pages, and how are they used in Salesforce applications?

In my experience, Visualforce pages are custom user interfaces that allow you to create complex, dynamic pages within Salesforce. These pages are built using a combination of Apex code and Visualforce markup, which is similar to HTML. Visualforce is used when standard Salesforce pages do not meet business requirements, providing developers with the flexibility to create highly customized pages. I have used Visualforce pages to display custom data, integrate third-party systems, or build custom forms for user input. Here’s an example of a basic Visualforce page that displays account details:

<apex:page>
    <h1>Account Details</h1>
    <apex:outputText value="{!Account.Name}" />
</apex:page>

Code Explanation: This Visualforce page displays the name of the Account record. The apex:outputText component is used to bind the Account.Name field and display its value dynamically when the page is loaded.

8. Explain the concept of SOQL and SOSL in Salesforce. When would you use each?

In my experience, SOQL (Salesforce Object Query Language) and SOSL (Salesforce Object Search Language) are both used for querying data in Salesforce, but they serve different purposes. SOQL is used when I need to query records from a single object or related objects and retrieve specific fields. It’s like SQL, but specifically for Salesforce. I use SOQL when I need precise control over the data I retrieve, like querying all accounts with a particular status. For example:

List<Account> accounts = [SELECT Name, Industry FROM Account WHERE Industry = 'Healthcare'];

On the other hand, SOSL is used for full-text search across multiple objects, and I use it when I need to search for records across various objects at once, like searching for a keyword across accounts, contacts, and opportunities. For example:

List<List<SObject>> searchResults = [FIND 'Healthcare' IN ALL FIELDS RETURNING Account(Name), Contact(Name)];

Code Explanation: The SOQL query retrieves Name and Industry from the Account object where the Industry is ‘Healthcare’. The SOSL query searches for the keyword ‘Healthcare’ across all fields and returns matching records from both the Account and Contact objects.

9. What is a Custom Object in Salesforce, and how do you create one?

In Salesforce, a Custom Object is a user-defined object that allows you to store data unique to your organization. These objects are created when the standard Salesforce objects do not meet the specific needs of a business. For example, I might create a custom object to track employee training records or customer feedback. To create a custom object, I would navigate to Setup, click on Objects and Fields, then Object Manager, and select Create | Custom Object. From there, I would define the object name, fields, and relationships. Here’s an example of creating a custom object in Apex:

CustomObject__c newRecord = new CustomObject__c(Name='Training Completed');
insert newRecord;

Code Explanation: This Apex code creates a new record for the custom object CustomObject__c and inserts it into the database. The Name field is set to ‘Training Completed’. This demonstrates how you can use Apex to create records for custom objects programmatically.

10. Can you explain the Salesforce Governor Limits and how to avoid hitting them?

In Salesforce, Governor Limits are the resource limits set to prevent one user or process from monopolizing system resources. These limits apply to various aspects such as the number of records retrieved in a query, the number of database operations, or the number of emails sent. As a developer, I must be mindful of these limits to ensure that my code does not exceed them, which could lead to errors or performance degradation. To avoid hitting governor limits, I optimize my code by using bulk operations, writing efficient queries, and ensuring that only the necessary data is retrieved. For instance, I use SOQL queries inside for loops carefully to avoid exceeding the limit of 100 queries per transaction.

Here’s an example of how to avoid the SOQL query limit by using bulk queries:

List<Account> accounts = [SELECT Name FROM Account LIMIT 200];
for (Account acc : accounts) {
    // Process account
}

Code Explanation: This code retrieves a list of up to 200 Account records in a single query. By limiting the number of records returned, I ensure that the system doesn’t exceed the SOQL query limit of 100 queries per transaction.

11. How do you handle data security and access control in Salesforce?

In Salesforce, data security and access control are achieved by using various mechanisms. I set up Profiles to control object-level and field-level access, along with Permission Sets to grant additional access as needed. I also utilize Role Hierarchy and Sharing Rules to ensure that users only see the records they should. For example, if I want users to see only their accounts, I would set up OWD (Organization-Wide Default) to Private and use Sharing Rules to share records based on criteria.

Here’s an example of setting field-level security in Apex:

Account acc = [SELECT Id, Name FROM Account WHERE Name = 'Acme'];  
if(Schema.sObjectType.Account.fields.Name.isAccessible()){  
    System.debug('Account Name: ' + acc.Name);  
}

Explanation: The code snippet checks if the current user has access to the “Name” field of the Account object before trying to retrieve its value. This ensures field-level security is respected and avoids unauthorized access.

12. Describe a scenario where you would use a Salesforce Flow over Apex coding.

In Salesforce, Flows are ideal for automating business processes without writing code. For example, if I need to guide users through a process, such as filling out a form and approving a request, I would use a Flow. Apex coding is more suited for complex logic where automation cannot be achieved with Flows, such as in custom API integrations or batch processing.

An example of a Flow scenario might be creating a lead qualification flow:

1. User inputs details like Name, Email, and Phone.  
2. Flow validates the lead and assigns it to the correct sales rep.  
3. If the lead qualifies, an automatic email is sent, and a task is created for follow-up.

Explanation: This example outlines how a Flow helps automate the lead qualification process without writing any code. It uses built-in tools in Salesforce to manage user inputs and logic.

13. What is Salesforce integration, and how would you integrate Salesforce with external systems?

Salesforce integration allows external systems to interact with Salesforce to exchange data or trigger actions. I use REST APIs for real-time integration, or Batch Apex for scheduled integrations. For instance, I used the Apex HTTP class to integrate Salesforce with an external inventory system.

Here’s an example of a simple HTTP callout in Apex to an external system:

HttpRequest req = new HttpRequest();  
req.setEndpoint('https://api.example.com/data');  
req.setMethod('GET');  
HttpResponse res = new Http().send(req);  
System.debug('Response: ' + res.getBody());

Explanation: In this example, an HTTP request is made to an external API to retrieve data. The response is logged, which could be processed further in Salesforce as needed, allowing integration with third-party systems.

14. Explain how to create and manage reports and dashboards in Salesforce.

In Salesforce, creating and managing reports and dashboards is straightforward. I create a report by selecting the type of report (e.g., Tabular, Summary) and filtering the data to display only the relevant information. For example, if I want to track opportunity stages, I would create a summary report to group opportunities by their stage. Once created, I add the report to a dashboard for visual representation.

Here’s how to add a simple chart to a dashboard:

1. Create a report showing opportunity stages and their respective amounts.  
2. Save the report.  
3. Create a new dashboard and select the report.  
4. Add a chart, such as a bar or pie chart, to visually show the data.

Explanation: This example shows how to create a simple report and dashboard combination in Salesforce. Dashboards give users an intuitive visual representation of data, making it easier to track KPIs.

15. How do you manage large data volumes (LDV) in Salesforce?

When dealing with Large Data Volumes (LDV) in Salesforce, I use techniques such as batch processing and data indexing. For example, I would use Batch Apex to process large datasets in chunks, ensuring that I don’t exceed governor limits. This helps to handle operations like mass updates or data exports efficiently.

Here’s an example of Batch Apex:

public class MyBatch implements Database.Batchable<SObject> {  
    public Database.QueryLocator start(Database.BatchableContext BC){  
        return Database.getQueryLocator('SELECT Id FROM Account');  
    }  
    public void execute(Database.BatchableContext BC, List<Account> scope){  
        for(Account acc : scope){  
            acc.Name = acc.Name + ' - Updated';  
        }  
        update scope;  
    }  
    public void finish(Database.BatchableContext BC){  
        System.debug('Batch Process Finished');  
    }  
}

Explanation: This code snippet demonstrates the use of Batch Apex to process a set of Account records. The start method defines the query, execute processes the records in chunks, and finish is used for post-processing or logging.

16. Can you walk me through the process of deploying a Salesforce application from a sandbox to production?

The deployment process from a sandbox to production typically involves Change Sets or Salesforce DX. First, I validate the components in the sandbox, ensuring they work as expected. Then, I create an outbound change set in the sandbox, select the components to deploy, and upload it to production. After that, I perform a deployment validation and ensure everything is deployed successfully.
Here’s a simple step-by-step for deploying a component using Change Sets:

Create an outbound change set in the sandbox.
Add components like custom objects, Apex classes, or Visualforce pages.
Upload the change set to production.
In production, deploy the change set and monitor the deployment status.

17. How does Salesforce handle multi-currency, and how would you configure it for a global organization like McKesson?

Salesforce handles multi-currency by enabling organizations to manage different currencies across the globe. I can configure the currency types for each country, and users can have their own personal currency set up. The corporate currency is used for reporting, while users see amounts in their local currency.

Here’s how you configure multi-currency:

Enable multi-currency in Salesforce settings.
Define all currencies used globally.
Set up conversion rates to convert currencies for accurate reporting.
Ensure each user has their personal currency configured.

18. Can you explain the concept of “Profiles” and “Permission Sets” in Salesforce?

In Salesforce, Profiles define a user’s baseline access to records, objects, and fields. For example, a Sales Rep profile might allow access to accounts and opportunities, but restrict access to certain fields. Permission Sets allow me to grant additional permissions beyond what a profile offers.

Here’s an example of granting additional permissions through Permission Sets:

1. Create a **Permission Set**.  
2. Assign the Permission Set to a user to give them access to a custom object.  
3. The user now has access to the object without changing their profile.

Explanation: Permission Sets are used to give users additional permissions without changing their profiles. This is useful when users need access to certain objects or fields temporarily or selectively.

19. How do you handle error handling and debugging in Apex?

I handle error handling in Apex by using try-catch blocks to catch exceptions and ensure that no unhandled errors disrupt the process. For debugging, I make use of System.debug() to log values during execution. I also use Apex debug logs for deeper insights into the code execution flow.

Here’s an example of a try-catch block in Apex:

try {  
    Account acc = [SELECT Id, Name FROM Account WHERE Id = '001xx000003DHP5AA'];  
    System.debug('Account Name: ' + acc.Name);  
} catch(Exception e) {  
    System.debug('Error: ' + e.getMessage());  
}

Explanation: The try-catch block helps handle exceptions and ensures the program doesn’t crash unexpectedly. The catch block captures the error message and logs it for debugging purposes.

20. Give an example of a complex problem you’ve solved using Salesforce at your previous job. How did you approach the solution?

In my previous role, I was tasked with integrating Salesforce with an external billing system. The goal was to synchronize customer data and generate invoices in real-time. To achieve this, I used Apex HTTP callouts to communicate with the billing system’s API.

Here’s a sample Apex code snippet to call the external API:

HttpRequest req = new HttpRequest();  
req.setEndpoint('https://externalapi.com/invoice');  
req.setMethod('POST');  
req.setHeader('Authorization', 'Bearer ' + accessToken);  
req.setBody('{"customerId": "001xx000003DHP5AA", "amount": "100"}');  
HttpResponse res = new Http().send(req);  
System.debug('Invoice Response: ' + res.getBody());

Explanation: This code snippet sends a POST request to an external billing system API to create an invoice. The Authorization header ensures secure communication, and the response is logged for further processing in Salesforce. This integration helped automate the invoice generation process for a seamless experience.

Interview Preparation:

For McKesson Salesforce interview preparation, I focused on both technical skills and understanding Salesforce’s role in healthcare. I reviewed core topics like Apex, Lightning, and Salesforce integrations, emphasizing real-world applications. I also practiced answering scenario-based questions to showcase problem-solving capabilities.

Study core Salesforce concepts: Apex, Lightning, Data Security.
Understand Salesforce integrations with external systems.
Review Salesforce reports and dashboards management.
Practice problem-solving with real-world Salesforce scenarios.
Focus on salesforce flow vs Apex decisions and when to use each

Interview Tips for McKesson Salesforce:

Research McKesson: Understand their business, especially their focus on healthcare and how Salesforce plays a role in it.
Review Salesforce Fundamentals: Brush up on Apex, Lightning, SOQL, SOSL, and Salesforce integrations.
Prepare for Scenario-Based Questions: Be ready to solve real-world problems using Salesforce solutions.
Showcase Communication Skills: Demonstrate your ability to explain complex concepts clearly and concisely.
Practice Behavioral Questions: Prepare for questions about teamwork, challenges, and problem-solving in previous roles.

Frequently Asked Questions (FAQ’S)

1. What is McKesson’s approach to using Salesforce in the healthcare industry?

McKesson leverages Salesforce to streamline healthcare operations, enhance customer relationships, and manage large-scale data securely. For instance, Salesforce Health Cloud helps McKesson track patient interactions, integrate with electronic health records (EHR), and ensure compliance with healthcare regulations. Understanding these use cases and aligning them with Salesforce capabilities is crucial during interviews.

2. How do you ensure data security in Salesforce for a company like McKesson?

In my experience, data security in Salesforce is achieved using profiles, permission sets, and role hierarchies to define user access. Additionally, tools like field-level security and shield encryption protect sensitive healthcare data. For example, we can configure a permission set to allow only authorized users access to specific patient information fields:

PermissionSet ps = [SELECT Id FROM PermissionSet WHERE Name = 'HealthcareManagerAccess'];
UserPermissionAssignment upa = new UserPermissionAssignment();
upa.PermissionSetId = ps.Id;
upa.AssigneeId = '005xx000001SvH2';
insert upa;

This snippet assigns a permission set to a specific user. The query fetches the required permission set by name, then creates a UserPermissionAssignment object to grant the set to the user. Finally, the insert command applies the changes, ensuring restricted access to sensitive data fields.

3. What is your strategy for handling Salesforce Governor Limits?

Governor Limits ensure that Salesforce resources are used efficiently, especially in large-scale operations like McKesson’s. I focus on writing optimized queries, bulkifying code, and reducing SOQL calls within loops. For example, instead of querying inside a loop:

// Avoid this:
for (Account acc : accList) {
    List<Contact> conList = [SELECT Id FROM Contact WHERE AccountId = :acc.Id];
}

I use bulkified queries:

Map<Id, List<Contact>> accountContacts = new Map<Id, List<Contact>>();
List<Contact> conList = [SELECT Id, AccountId FROM Contact WHERE AccountId IN :accList];
for (Contact con : conList) {
    if (!accountContacts.containsKey(con.AccountId)) {
        accountContacts.put(con.AccountId, new List<Contact>());
    }
    accountContacts.get(con.AccountId).add(con);
}

The bulkified query retrieves all related contacts in a single call, significantly reducing SOQL queries. A map organizes the contacts by account, making it efficient to retrieve related data without impacting Governor Limits. This approach ensures scalable and optimized operations.

4. How would you handle Salesforce integration with external healthcare systems?

For integrating Salesforce with healthcare systems like EHR, I use tools such as REST APIs, SOAP APIs, or Salesforce Connect. A typical example involves integrating Salesforce with an EHR system to fetch real-time patient data. Using Apex, a REST callout would look like this:

HttpRequest req = new HttpRequest();
req.setEndpoint('https://ehr-system.example.com/api/patients');
req.setMethod('GET');
req.setHeader('Authorization', 'Bearer accessToken');
Http http = new Http();
HttpResponse res = http.send(req);
if (res.getStatusCode() == 200) {
    System.debug('Patient Data: ' + res.getBody());
}

This code creates an HttpRequest object, sets the API endpoint, and uses an authorization token for secure access. The HttpResponse object captures the response, allowing you to process and debug the retrieved data. This ensures seamless integration with external systems for efficient healthcare data management.

5. What reports and dashboards would you create for McKesson using Salesforce?

For McKesson, I would design dashboards that track key healthcare metrics such as patient interactions, prescription fulfillment rates, and customer service response times. Reports like Patient Case Trends and Healthcare Service Analysis would be valuable. For example, a report grouping cases by priority and status would help identify critical issues promptly. These visual tools enable data-driven decisions, aligning with McKesson’s operational goals.

Summing UP

Preparing for McKesson Salesforce interview questions demands not only a strong grasp of Salesforce fundamentals but also expertise in advanced topics like Apex, Visualforce, and their practical applications in healthcare. To stand out, emphasize your knowledge of data security, seamless integrations, and strategies to navigate Governor Limits with real-world examples. By aligning your skills with McKesson’s commitment to innovation and operational excellence, you can confidently demonstrate your ability to deliver impactful Salesforce solutions tailored to their needs

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