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Published by Dhanik Lal Sahni in Interview Question, Salesforce 8 months ago

Top 30 Scenario-Based
Salesforce Developer
Interview Questions
Here are top 30 scenario-based Salesforce Developer Interview questions for
valuate a candidate's practical knowledge and problem-solving abilities.

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Scenario-based questions are a great way to evaluate a candidate’s practical

knowledge and problem-solving abilities. Here are 30 scenario-based questions
with detailed answers to help you prepare for your Salesforce Developer

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 interview.

Check out another post for 20 Scenario-based Salesforce Developer Interview

Questions

1. A client wants to automatically assign leads to sales reps based on zip

codes. How would you implement this in Salesforce?
Answer: We can implement this by using Assignment Rules in Salesforce. We
can set up rules to distribute leads based on zip code criteria to respective sales
reps.

2. How would you handle a scenario where a custom Apex script is required to
update a field on all Account records whenever an Opportunity closes as won?
Answer: Use an Apex trigger on Opportunity. The trigger checks, if an
Opportunity is marked as closed, or won and then uses a SOQL query to find the
related Account and update the necessary field.

3. Imagine you need to ensure that Contact records cannot be deleted if they
are associated with an active Opportunity. How would you achieve this?
Answer: Create a before-delete trigger on Contact that checks for any related
active Opportunities. If an active Opportunity is found, prevent the deletion by
adding an error to the Contact record.

We can also use Trigger Flow to implement this functionality. Just replace the
Apex trigger with trigger Flow and implement the same logic for prevention in
Flow.

4. A business requires a custom object to track Customer Feedback. Each

feedback record should be linked to a Contact, and users should only be able
to submit feedback for Contacts they own. How would you set this up?

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 Answer: Create a custom object for Customer Feedback with a Master-Detail
relationship to Contact. Use sharing rules and object-level security to ensure
users can only access Feedback records related to Contacts they own.

5. How would you design a solution for a requirement where sales managers
must approve discounts over 30% on Opportunities, with the process initiating
automatically when the discount is entered?
Answer: We can implement this using the Approval Process in Salesforce.
Configure the entry criteria for the Approval Process to trigger when the
discount field on an Opportunity exceeds 30%.

6. A client requests a daily report of all Opportunities closed in the last 24

hours emailed to all sales managers. How do you automate this?
Answer: Use Salesforce reports to create a report with the specified criteria, then
schedule the report to run daily and be emailed to a public group containing all
sales managers.

7. How would you ensure that a custom field on Account is automatically

populated with a unique identifier upon record creation?
Answer: Use a before-insert trigger on the Account object that generates a
unique identifier (using a sequence or random generator) and assigns it to the
custom field.

We can also use it before the trigger flow for this task.

8. Imagine you need to integrate Salesforce with an external RESTful service

for real-time data syncing. Describe your approach.
Answer: Utilize named credentials for authentication, and use Apex’s
HttpRequest and HttpResponse classes to call the external RESTful service.
Implement error handling to manage any failed transactions.

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 We can also implement callouts using External Service within Flow. If you have
implemented this then you can also answer with flow concepts.

9. A business requires tracking of both the original and adjusted amounts on

Opportunities, with the ability to report on adjustments made. How would you
implement this?
Answer: Add two currency fields to the Opportunity object: Original Amount
and Adjusted Amount. Use a formula field to calculate the difference, and create
reports based on these fields.

10. A complex business process requires multiple objects and relationships,

including junction objects for many-to-many relationships. Describe how you
would model this in Salesforce.
Answer: Identify the core objects and their relationships (one-to-many, many-
to-many). For many-to-many relationships, create a custom junction object that
links the two objects together via Master-Detail or Lookup relationships.

11. How would you address a scenario where users need to see a consolidated
view of all customer interactions, including emails, calls, and meetings on the
Account record?
Answer: Implement a related list on the Account page layout that includes
activities (emails, calls, meetings) related to the Account. This might involve
custom development if standard functionality doesn’t meet the exact
requirements.

12. A sales team wants a visual indicator of Opportunities to show when they
are nearing the close date but are still in the early stages. How would you
achieve this?
Answer: Use a formula field with an image or emoji that changes based on the
criteria (e.g., if the close date is less than 30 days away and the stage is still in

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 the early phases).

13. Describe how you would automate the process of creating a follow-up task
when a Case is closed.
Answer: Use a Flow to create an automation that triggers when a Case is marked
as closed, creating a task assigned to the Case owner with a set due date.

14. How would you design a system for a marketing team to track campaign
ROI, considering both the cost of the campaign and the revenue generated
from opportunities linked to the campaign?
Answer: Use the Campaign object to track costs and link Opportunities to
Campaigns using Campaign Members. Create custom fields and reports to
calculate ROI based on these figures.

15. A client needs to enforce that only certain users can change an
Opportunity’s stage to Closed Won. How do you configure this?
Answer: Implement a validation rule on the Opportunity object that checks the
user’s role or profile and the Opportunity stage being set to Closed Won. If the
user doesn’t meet the criteria, the rule prevents the change.

16. If you need to build a custom interface in Salesforce for a specific user role
to input data more efficiently, how would you proceed?
Answer: Use Visualforce or Lightning Web Components to create a custom user
interface tailored to the data input needs of the specific user role, ensuring it
aligns with their workflow.

17. How can you ensure that a large data import into a custom object doesn’t
exceed Salesforce governor limits?
Answer: Utilize the Bulk API for large data imports, which is designed to be
efficient and considerate of governor limits. Test the import process in a

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 sandbox environment first to monitor and adjust as necessary.

18. A requirement dictates that any time a Lead is converted, a custom field on
the resulting Account needs to be updated based on the Lead’s information.
What approach would you take?
Answer: Use an Apex trigger on Lead conversion that captures the necessary
Lead information and updates the corresponding Account custom field
accordingly.

You can also answer by implementing this with flow logic.

19. How would you implement a feature where users can submit feedback on
Knowledge Articles directly from the Salesforce UI?
Answer: Create a custom Feedback object with a Lookup relationship to the
Knowledge Article object. Add a custom button or link on the Knowledge Article
page layout that opens a feedback form.

20. A client wishes to implement a loyalty points system within Salesforce.

Customers earn points for purchases, which can be redeemed for rewards.
Describe a basic design for this system.
Answer: Create custom objects for Loyalty Points and Rewards. Use triggers or
workflow rules to calculate and assign points to customers based on their
purchase records. Implement a redemption process to allow customers to
exchange points for rewards.

21. For a global sales team, how would you ensure that sales reps can only
access Opportunities in their region?
Answer: Use a combination of Roles, Public Groups, and Sharing Rules to
control access based on geographic regions. Configure the Opportunity object’s
Organization-Wide Defaults to Private and use sharing rules to grant access.

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 22. Describe a method to automatically escalate Cases that have not been
updated within 48 hours.
Answer: Use Flow or an Apex trigger to monitor Case update timestamps. If a
Case hasn’t been updated within 48 hours, update its status to “Escalated” and
notify the responsible team.

23. How can you provide a visual summary of sales performance by region on
the Salesforce homepage for executives?
Answer: Create a dashboard with reports summarizing sales data by region. Add
this dashboard to the Salesforce homepage using dashboard components
configured for executive roles.

24. A client requests that every time a new Contact is created, a welcome email
is sent automatically. How do you set this up?
Answer: Use Flow to send an Email Alert when a new Contact record is created,
utilizing an email template for the welcome message.

25. How would you allow users to submit data through an external website
directly into Salesforce?
Answer: Utilize Salesforce Web-to-Lead or Web-to-Case for simple submissions.
For more complex data submissions, develop a custom web application using
Salesforce APIs (REST or SOAP) for direct integration.

26. A company wants to track equipment assigned to employees in Salesforce.

What customizations would you suggest?
Answer: Create a custom object for Equipment with fields for tracking status,
assignment dates, and employee details. Use a Lookup or Master-Detail
relationship to link Equipment records to Employee (User or custom object)
records.

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 27. Implementing a feature to allow sales reps to easily duplicate an
Opportunity with a different close date. How would you achieve this?
Answer: Add a custom “Duplicate Opportunity” button that triggers a
Visualforce page or Lightning Component. The custom UI allows users to specify
a new close date and duplicates the Opportunity record accordingly.

28. How do you configure Salesforce to automatically notify account managers

when their accounts haven’t had any activity in the last 30 days?
Answer: Use a scheduled Apex class that runs daily, checking for Accounts
without activity in the last 30 days and sending email notifications to the
account managers using the Messaging.SingleEmailMessage class.

29. A business needs to restrict the deletion of Opportunities to only those in

certain stages. What approach would you use?
Answer: Create a before-delete Apex trigger on the Opportunity object that
checks the stage of the Opportunity. If the Opportunity is in a restricted stage,
prevent the deletion.

30. Design a solution to allow for easy tracking and management of customer
support cases that come in via email, phone, and web.
Answer: Utilize Salesforce Service Cloud features such as Email-to-Case, Web-
to-Case, and integration with CTI (Computer Telephony Integration) for phone
cases. Customize the Case object to track the source and ensure workflows and
assignment rules are in place for efficient case routing and management.

Summary
You can use your implemented domain expertise to answer questions in the
interview process. This will help you answer with confidence. For maximum
impact during your interview, customise these responses to showcase your

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 knowledge and experience with Salesforce.

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 Next Read: Top 20 Technical Questions for Tech Lead /Salesforce Architect Interview - I »

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Dhanik Lal Sahni: Dhanik La Sahni is working as Salesforce Solution

Architect and has around 16 years of Experience in Web Based Applications.
In this experience, he has worked with various technology like SalesForce,
.NET, .NET Core, MS Dynamic CRM, Azure, Oracle, SQL Server, WCF, Ionic,
and Angular. He is more focused on Technology instead of Management. He loves to
know and research new technology.

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