Top 30 Scenario-Based Salesforce Developer Interview Questions

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 interview.

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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?

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.

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 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 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.

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.

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 knowledge and experience with Salesforce.