Salesforce Scenario Based Questions 2025

This article concerns real-time and knowledgeable Salesforce Scenario-Based Questions 2025. It is drafted with the interview theme in mind to provide maximum support for your interview. Go through these Salesforce Tower Scenario-Based Questions 2025 to the end, as all scenarios have their importance and learning potential.📌

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Disclaimer:
These solutions are based on my experience and best effort. Actual results may vary depending on your setup. Codes may need some tweaking.

1. Scenario: Compact vs Spacious Layout

Q: You’re reviewing a Salesforce screen and you want to toggle between compact and spacious layouts. How would you do that, and why might you choose one over the other?
A:

Navigate to the gear icon → Switch to Compact Layout (or vice versa).
Compact layout reduces padding—useful on mobile or small screens.
Spacious (comfy) layout improves readability on larger monitors or desktops.
Choose based on device context to avoid scrolling or clutter.

2. Scenario: Recognising Lightning vs Classic UI

Q: A colleague refers to a CRM screen as “this old Classic app.” How do you identify whether it’s Lightning Experience or Salesforce Classic?
A:

Check for the App Launcher (grid icon) and modern header—they’re Lightning.
Classic has gray UI, tabs at top, and lacks the App Launcher.
Lightning often features dynamic components and responsive layouts.

3. Scenario: Why Dynamic UI Became Necessary

Q: Back in 2010, screens only meant desktops and laptops. Today, screens vary. Why did Salesforce need a “dynamic UI”?
A:

Users now access apps via tablets & mobile phones.
Static layouts force horizontal scrolling—bad UX.
Lightning with Aura and LWC adjusts based on screen size automatically.
Ensures the UI is responsive and mobile-friendly, reducing manual effort.

4. Scenario: Lightning Evolution

Q: Salesforce initially introduced Aura and then replaced it with LWC. What was the motivation, and what distinguishes LWC from Aura?
A:

Aura was heavy, proprietary, and complex with multiple interfaces.
LWC uses standard web tech—HTML5, JavaScript, CSS—making it lean and faster.
LWC aligns with web standards and improves performance and developer experience.

5. Scenario: Demonstrating Dynamic UI

Q: You’re showing a customer how Lightning UI adapts when resizing the browser. What measurable behaviour would you demonstrate?
A:

Shrink viewport and show side panels (e.g., Chatter, Activity) move below.
Click “New” record modal that scales responsively.
Elements reflow automatically, no manual refresh needed.
This depicts true dynamic UI behavior in action.

6. Scenario: New Admin Using Schema Builder

Q: A fresh Salesforce admin, Diwakar, logs in and wants to visualize object relationships. What tool should he use and how?
A:

Use Schema Builder under Setup.
Clear layout, drag in standard objects like Account, Asset, Contact.
Visual connectors show Lookup, Master-Detail, Hierarchy.
Helps the new admin understand data model contextually.

7. Scenario: Creating Objects via Schema Builder

Q: In Schema Builder, how would Diwakar create a new object “Department” and set its properties?
A:

Switch to “Elements” pane → drag object onto canvas.
Label as “Department,” set record name (e.g., auto-number or text), check audit fields.
Click Save.
Object is now available in Object Manager, though not visible until tab added.

8. Scenario: Adding Tabs for New Objects

Q: After creating “Department” and “Membership” via Schema Builder, these objects don’t appear in the app navigation. How do you surface them?
A:

Go to Setup → Tabs → click “New Tab.”
Select “Department” (not needed for Membership if internal use).
Assign tab visibility to profiles/apps.
Refresh Lightning UI to see the Department tab appear under app navigation.

9. Scenario: Bulk Creation via CSV

Q: You need to rapidly define a new “Club” object and import list of clubs via spreadsheet. How do you do that using the Lightning UI?
A:

Create a CSV with header “Club Name” and entries.
Use “Create Custom Object from Spreadsheet” in Setup.
Choose Club Name as the record name column to avoid gibberish IDs.
Object plus records are created automatically, and you can then add its tab.

10. Scenario: Validation Rules for Age vs Experience

Q: Your org must enforce “Relevant Experience ≤ Total Experience ≤ Age − 18”. How would you implement that in Salesforce?
A:

Create 3 validation rules:
- RelevantExperience ≤ TotalExperience
- TotalExperience ≤ Age − 18
- RelevantExperience ≥ 0 (non‑negative)
Customize error messages per rule.
Ensure users see clear guidance when inputting invalid values.

11. Medium: Enforcing Mobile Number Length

Q: You need to make sure users enter no more than 10 digits in the mobile field. How do you enforce that?
A:

Create a validation rule on the mobile field: LEN(Mobile) <= 10.
Add error message: “Mobile number can’t exceed 10 digits.”
Scope it to profiles where needed (e.g., only external users).
Test: try entering an 11-digit number—should fail.

12. Medium: Aadhaar Number Format

Q: In India, Aadhaar needs to be 12 digits, in “#### #### ####” format, first two digits not 0 or 1. How do you build this validation?
A:

Use regex: REGEX(Aadhaar__c, "^[2-9][0-9]{3}\\s[0-9]{4}\\s[0-9]{4}$").
Include logic to check first digit ≥2 (via regex).
Combine with LEN(Aadhaar__c) = 14 including spaces.
Deploy rule with clear message on incorrect format.

13. Medium: Locale-dependent Phone Format

Q: You notice users in India aren’t getting formatted phone numbers like US users. What setting controls this, and how could you standardize it?
A:

Phone display is based on Locale in “Company Information.”
Indian locale doesn’t auto-format, US does.
To standardize, build custom formatting rule or use REGEX to validate format.
Or instruct users to switch locale, but that affects all users.

14. Medium: Bulk Department Import

Q: Instead of manual creation, someone wants to import hundreds of Department records via CSV. How would you approach this?
A:

Use Data Import Wizard or Data Loader.
Prepare CSV with Department fields including Name/ID.
Map fields in Import Wizard → Launch import.
Monitor batch results, fix any errors, confirm data in UI.

15. Medium: Handling Membership Without Tab

Q: Why might you choose not to create a tab for Membership custom object?
A:

It might be purely relational table (junction, used behind scenes).
Users access via related lists, not via tab.
Prevents interface clutter.
Better UX and focused access control.

16. Medium: Understanding Lookup vs Master-Detail

Q: In Schema Builder you see lookup icons between objects. How do you explain difference between Lookup and Master-Detail from a real use case?
A:

Lookup: flexible, allows independent objects.
Master-Detail: tight relationship, parent controls ownership/deletion.
Use Lookup between Employee and Department for optional link.
Use Master-Detail for Memberships when deletion of parent must remove child.

17. Medium: Schema Builder and Hierarchy

Q: You notice Account object has self-relationship icon in Schema Builder—what is that and when is it used?
A:

That’s the Account Hierarchy lookup field.
Lets you model parent-child account relationships.
Useful for corporate structures (e.g., HQ → branches).
Supports roll-up and hierarchy views.

18. Medium: Using ‘Clear All’ in Schema Builder

Q: What’s the effect of “Clear All” in Schema Builder, and when would you use it?
A:

Removes all displayed object/relationship panels.
Useful for decluttering the canvas.
You then drag only needed objects (e.g., Account & Contact).
Helps focus scenarios during demos or modeling.

19. Medium: Tab Visibility for Profiles

Q: After adding Department tab under an app, some profiles still can’t see it. What should you check?
A:

Check Tab Visibility in Profile settings (Default On/Off).
Check App Settings (in Lightning App Builder).
Confirm the tab is added under the right App.
Users may need to refresh or relog.

20. Medium: Default Object Label vs API Name

Q: When creating an object from CSV import, Salesforce generates labels and API names. Why is record name important in mapping?
A:

Record Name becomes the hyperlink field in page layouts.
If not set, import uses Salesforce IDs (gibberish) which is confusing.
Using a field like “Club Name” makes the UI friendly.
Automatically sets label/API with plural/singular defaults.

21. Medium: Debugging LWC Component Placement

Q: You’ve built an LWC component, but on mobile it overlaps other components. What would you investigate?
A:

Check CSS media queries in component.
Ensure you use SLDS grid or responsive CSS, not fixed pixel widths.
Inspect Aura container in mobile viewport.
Possibly add flex-wrap or adjust col-size attributes.

22. Medium: Schema Builder vs Object Manager

Q: When should you use Schema Builder versus Object Manager for create/edit work?
A:

Schema Builder is good for visualizing relationships and quick object creation.
Object Manager gives granular field settings, page layouts, validation rules.
Use SB for modeling; OM for configuration and fine-tuning.

23. Medium: CSV Import Authentication Error

Q: When importing via spreadsheet, an authentication error appears. How would you resolve it with a new dev org?
A:

Navigate to Lightning Transition Assistant → rollout steps → enable Lightning.
Ensure Lightning Experience is activated—otherwise import UI fails.
Ask user to refresh or relog after enabling.
Then relaunch import wizard.

24. Medium: Importing Through Developer Org

Q: How do you set up a free Developer org to import custom objects and test features?
A:

Go to developer.salesforce.com → click “Sign Up.”
Provide unique username with email-style syntax.
Verify via email link in 4–5 minutes.
Log in, go to Setup, and create/configure objects.

25. Medium: Switching Layouts on Mobile

Q: A user on iPhone reports elements overlapping. What layout is Salesforce using on mobile by default?
A:

It uses Compact (mobile) layout automatically based on viewport.
This compresses fields for better fit.
You see similar behavior in Lightning on browser if viewport small.

26. Medium: Custom Styling via LWC

Q: Can you enforce Indian phone formatting using LWC on the front-end? What approach?
A:

Yes: in your LWC, use JS to strip non-digits then reformat to “####-####-####.”
Add regex validation in JS.
Optionally, show UI error message before save.
Complements server-side validation.

27. Tough: Complex Validation Messaging

Q: Your validation rule says “Total experience must be ≤ Age – 18,” but user misunderstands the message. How would you improve UX?
A:

Use custom error location: place message near specific field.
Include dynamic values: “You entered 12 but Age–18 is 9.”
Use formula: "Total experience should be ≤ " & TEXT(Age–18).
Makes message actionable.

28. Tough: Combining Multiple Validations

Q: You have multiple validation rules on one object that might conflict. How do you organize them for clarity and performance?
A:

Use rule names indicating priority (e.g., VR1_RelevantExp, VR2_TotalExp).
Ensure rules use AND() to avoid overlap.
Combine non-critical checks with warnings via Apex rather than blocking.
Group related logic in helper fields or formulas.

29. Tough: CSV Import Advanced Fields

Q: Suppose your CSV has a reference to Department.Club__c via external ID. How do you import clubs and reference them in Membership via Data Loader?
A:

Create an External ID field on Club (text or number).
Include this ID in the Membership CSV under Department__r.External_ID__c.
During import, map it to Club’s External ID field.
Data Loader will auto-link records based on that external ID.

30. Tough: Aura vs LWC Performance

Q: You have an Aura component with slow rendering on mobile. How can you justify moving to LWC from a performance standpoint?
A:

LWC leverages native browser APIs, less framework overhead.
Fewer server round-trips, faster load times.
Benchmarks show ~30–50% faster time-to-interactive.
Leads to smoother mobile experience.

31. Tough: Validation Rules vs Flow

Q: Instead of validation rules, could you enforce experience/age rules in a Flow? When is that better?
A:

Flow let’s you run checks post-save, show screens with guided correction.
Good if you need dynamic re-entry rather than error pop‑up.
Useful when multiple field logic or complex branching is needed.
Validation rules are simpler and block save immediately.

32. Tough: Dependency Injection of LWC in Classic

Q: What options exist to embed LWC in Salesforce Classic UI?
A:

Classic doesn’t natively support LWC.
You’d need to wrap LWC in Aura component as bridge.
Deploy Aura component to Classic page via Visualforce.
Extra overhead and maintenance—better migrate to Lightning.

33. Tough: Schema Builder Limitations

Q: Schema Builder might truncate large models visually. How would you circumvent this when modeling hundreds of objects?
A:

Drag only relevant objects and their relationships.
Use zoom and pan controls.
For full-scale exploration, query metadata or use ERD tools outside of SF.
Use Profiles → Object-level listings or custom metadata tools.

34. Tough: Upholding Data Quality for Phone & Email

Q: Email is auto-validating format; phone isn’t. How would you improve data integrity for both?
A:

Email uses built-in EMAIL() validation.
For phone: enforce regex like REGEX(Phone, "\\d{10}").
Consider combining with country code.
Setup triggers or flows to standardize during save.

35. Tough: Tab Management in Permission Sets

Q: Tabs show/hide differently for users with permission sets. How would you give access to Department tab via permission set?
A:

Create or update a Permission Set, give “Tab Setting” to Department = Default On.
Assign the set to users.
Refresh Lightning; Department will appear under app navigation.

36. Tough: Automating Object Setup

Q: In an org with multiple environments, how would you automate Department/Membership object and tab deployment?
A:

Use Change Sets in sandbox → production.
Or leverage Salesforce DX / metadata API.
Include Object, Tab, Validation, Profiles, Permission Sets.
Automate with CI/CD tools like Jenkins or GitHub Actions.

37. Tough: Mobile Testing for Schema Changes

Q: After adding Membership object, how do you ensure the mobile app handles related lists and validation errors correctly?
A:

Install Lightning for iOS/Android on test device.
Navigate to Club/Department records → check “Memberships” related list.
Try to create membership from mobile, test validation rules firing properly.
Verify UI consistency and error prompts.

38. Tough: Reversing Object from CSV

Q: How would you teardown the “Club” object and its data from org if it was created via CSV import and is no longer needed?
A:

Delete all Club records via Data Loader or Mass Delete.
Remove tab and any references to Club in Flows, Layouts, Apex.
Delete the custom object in Object Manager (checks if any data exists).
Deploy removal via Change Set or DX.

39. Tough: Performance Risks When Using Schema Builder in Production

Q: Some admins want to edit live Schema in production. What performance or risk issues should you advise them on?
A:

Schema Builder changes object metadata—deletion may break integrations.
Could temporarily lock tables and affect performance.
Always test in sandbox first.
Schedule changes in off-hours, and notify stakeholders.

40. Tough: Version Control for Validation Rules

Q: Validation rules evolve. How do you manage version history or rollbacks?
A:

Store validation rule metadata in VCS using DX.
Write change documentation in commit messages.
Use sandbox vs production baseline.
Can revert to earlier version by re-deploying previous metadata.

41. Tough: Complex Regex Notifications

Q: Aadhaar regex failing across mobile platforms. How would you debug it?
A:

Test regex in Workbench or regex101 with sample patterns.
Use ISBLANK(Aadhaar__c) guard in rule to avoid false failures.
Log sample values entered.
Possibly split regex across multiple validation rules for clarity.

42. Tough: Refactoring Aura to LWC

Q: Your team has extensive Aura-only components. How would you migrate to LWC gradually without full rewrite?
A:

Use two-way wrapping: embed LWC inside Aura.
Expose functions/events to Aura.
Deploy wrapper components gradually.
Replace Aura UI with LWC as you iterate.

43. Tough: Handling Locale in Data Export/Import

Q: When exporting data from US org and importing into India org, phone formats differ. How to manage this?
A:

Strip any formatting before export (only digits).
Add locale-specific formatting in import mapping.
Possibly include country code or remove formatting columns.
Document format assumptions.

44. Tough: Apex Trigger vs Flow vs Validation

Q: When would you prefer Apex Trigger over Validation Rules or Flow for enforcing experience checks?
A:

Apex is ideal for complex conditional logic referencing multiple objects.
Can provide batch error handling.
Use Validation for simple field checks.
Flow suits guided user interaction.

45. Tough: Bulk Imports With External IDs

Q: How would you import Departments and then link Employees via External ID to avoid duplicate lookup issues?
A:

Create External_ID__c field on Department.
Import Department CSV first (populate External_ID).
In Employee CSV, reference Department via Department__r.External_ID__c.
Use Loader’s Upsert mode or Data Loader for referencing.

46. Tough: Async Schema Changes in Large Orgs

Q: Adding a new field via Schema Builder freezes page in large org. How to manage safely?
A:

For big orgs use Change Sets or DX command-line.
Schedule during maintenance window.
Use Setup Audit Trail to track changes.
Test in sandbox first to estimate schema deployment time.

47. Tough: Deploying Unicode CSV Support

Q: Your import data has special characters (e.g., Hindi text). How will you ensure correct encoding when importing?
A:

Save CSV with UTF-8 encoding.
In Data Loader, check “Use UTF-8 encoding” box.
Preview import on a few records to confirm.
Ensure Salesforce field supports Unicode (Text, not limited picklist).

48. Tough: Error Reporting Strategy for Validation in Mobile

Q: Validation error labels on mobile are cut off. How improve message accessibility?
A:

Shorten message, include reference field.
Use Lightning Flow screens for formatted messaging.
Consider visual cues (red border) via LWC.
Pre-test in Salesforce mobile simulator.

49. Tough: Schema Builder Not Showing Custom Objects

Q: After creating custom object “Membership,” it doesn’t appear in Schema Builder. Why might that be?
A:

Ensure “API Only” checkbox not checked.
Schema Builder only shows objects with Create permission.
Might need to click “Clear All” and re-select “Custom Objects.”
Refresh setup page.

50. Tough: Coexisting Aura & LWC on Same Page

Q: You have Aura components with dynamic UI areas. Can you place both in same Lightning page? Any limitations?
A:

Yes, Aura and LWC coexist.
Communication between them via events or public methods.
Watch out for CSS conflicts—scope using design tokens.
Lighter page loads favor mixing but maintain system consistency.

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