Salesforce Scenario Based Question 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. A business is growing rapidly and their manual process is failing. How would you introduce Salesforce to solve this?

Start with Sales Cloud to track leads and customer info centrally
Set up dashboards to visualize sales progress and bottlenecks
Use automation to send reminders, follow-ups, and update statuses
Implement a self-service portal for customers (Experience Cloud)
Benefit: Fewer missed opportunities and happier customers

2. Your client needs to onboard quickly with CRM but doesn’t want local installations. What would you recommend?

Recommend Salesforce Developer Edition for initial testing
It’s SaaS-based — no need to install anything, just login
Easy to create custom apps, objects, fields from browser
Ideal for small to mid-sized teams getting started

3. You need to ensure multiple clients access the same app but keep data private. How does Salesforce help?

Salesforce uses multi-tenant architecture
One app/database serves all users but keeps their data isolated
Updates and customizations don’t affect other tenants
Efficient resource use, scalable, and secure

4. A marketing team wants dynamic features without hardcoding. How can Salesforce help?

Use metadata-driven architecture
Customize apps via UI — no need to edit source code
Layouts, objects, rules stored in metadata
Enables real-time changes and fast deployment

5. You’re asked to design a CRM with leads, contacts, documents, and opportunities. How do you structure this in Salesforce?

Create a custom app using Setup > Create > Apps
Add relevant standard tabs: Leads, Contacts, Docs, Opportunities
Adjust tab order and default landing tab
Assign visibility based on user roles

6. You’re building a custom object called “My Leads.” How do you ensure unique, trackable entries?

Create a custom object via Setup > Create > Objects
Use Auto Number field for lead ID (e.g., LEAD-001, LEAD-002)
Add required fields: name, email, phone, etc.
This ensures consistent, unique entries for tracking

7. Your form has dropdowns for State and City. How do you make City options depend on State?

Use Field Dependency in object setup
Set State as the controlling field, City as dependent
Map cities to specific states (e.g., Gujarat → Ahmedabad, Surat)
City field gets filtered automatically based on selected State

8. The client wants to enforce 10-digit phone numbers. What’s your approach?

Use Validation Rules in object setup
Rule: LEN(Phone__c) <> 10 → Error message: “Invalid input”
Apply it on Phone field, make it field-level error
Prevents bad data during record creation or updates

9. Users struggle to view lead info quickly. How do you improve data visibility?

Create a custom View with key fields: Lead Name, Phone, Email, etc.
Use “Create New View” in tab, add and order desired columns
Enable for all users if needed
Helps teams quickly scan important data without opening records

10. A client wants to assign jobs to leads. How do you design the data model?

Create a new object “Jobs” and add sample records
Use a Lookup Relationship field in “My Leads” pointing to Jobs
Each lead can now have one associated job
Deleting a Job does not delete the lead — typical lookup behavior

11. A user deleted a job record linked to a lead. The lead still exists. What relationship model is this?

It’s a Lookup Relationship
Parent (Job) deleted, child (Lead) remains unaffected
Useful when the child should be independent after parent removal
Contrast with Master-Detail where child would be auto-deleted

12. A manager wants to ensure deleting a project also removes all its related tasks. What should you implement?

Use Master-Detail Relationship
Parent (Project) and child (Tasks) tightly coupled
Deleting Project auto-deletes all linked tasks
Best for data that shouldn’t exist without its parent

13. You need to ensure each lead can have only one job. How do you handle it?

Create a Lookup Relationship field in Leads
Allow only single-selection from the Jobs object
No need for multi-select or junction object here
Keeps structure clean and simple

14. The business wants dropdowns for industry type and sub-industry. How do you configure it?

Use Field Dependency
Controlling field: Industry (e.g., Tech, Finance)
Dependent field: Sub-Industry (e.g., AI, FinTech)
Reduces data entry errors, improves UX

15. Users enter inconsistent email formats. How do you stop it?

Use Email data type when creating the field
Salesforce enforces format validation automatically
Also add optional validation rule for domain-specific formats
Example: must end in “@company.com”

16. How would you track multiple income fields and calculate total income automatically?

Use two Number fields: Primary Income, Secondary Income
Create a Formula field: Primary__c + Secondary__c
Set return type as Number
Auto-calculates on record save

17. A business wants to track records by region. What’s a clean way to do this?

Use Picklist field for Region (e.g., North, South)
Link it to the record layout or report filters
Makes segmentation and dashboarding easier
Can also drive assignment rules

18. A user accidentally enters 12 digits in a phone field. What would you suggest?

Use a Validation Rule to limit length: LEN(Phone__c) <> 10
Optional: use REGEX for stricter pattern checks
Provides immediate feedback during data entry
Ensures clean and consistent data

19. A team wants to create leads only if email is not blank. How would you enforce it?

Set the Email field as “Required” in object setup
Can also add a validation rule: ISBLANK(Email__c)
Error message: “Email is required to create a lead”
Prevents record save without email

20. How would you ensure no two leads have the same email address?

Mark Email field as “Unique” during field creation
System throws error on duplicate
Great for user identification and avoiding overlap
Ensure emails are lowercase to avoid case issues

21. You need to auto-generate lead IDs like LEAD-001, LEAD-002. How?

Use Auto Number data type in custom object
Format: LEAD-{000} with starting number 1
Avoids manual entry, maintains sequence
Auto-increment with each new lead

22. A client wants to create a dropdown for Indian states. What’s the method?

Use Picklist field with manually entered values
Example: Maharashtra, Gujarat, Karnataka, etc.
Mark it as “Required” if needed
Can be reused in dependencies (e.g., City)

23. For a form with 28 Indian states, what’s the best way to group cities under states?

Use Dependent Picklists
State = controlling, City = dependent
Use field dependencies setup to map values
Improves UX and data accuracy

24. You’ve created a form but users can’t find key fields easily. What should you review?

Review the Page Layout of the object
Drag and drop important fields higher up
Group related fields into sections
Improves usability and data entry speed

25. The lead object shows generic views like “Lead 1,” “Lead 2.” Users are confused. What’s a fix?

Create a Custom View
Include fields like Name, Phone, Email, Job, etc.
Rename columns, adjust sort order
Helps users recognize data faster

26. Your client wants to log notes or last conversation details for each lead. What would you use?

Create a Text Area (Long) field
Allows multiline entry for notes
Optional: create a “Last Contacted Date” field too
Enhances tracking and follow-ups

27. You need to reuse a picklist across multiple objects. What’s your approach?

Create a Global Picklist Value Set
Use it in multiple custom picklist fields
Ensures consistent options across objects
Easy to maintain/update

28. You added a Job field in Leads but it’s not showing in views. Why?

It’s not added to the List View Columns
Edit the custom view and add Job field
Reorder columns as needed
Helps in quicker filtering

29. A user wants to delete a standard app. Can they?

No — Standard Apps cannot be deleted
You can only hide or reorder them
For deletion, use only custom apps
Maintain access via Profile settings

30. You created a custom tab but it’s not visible to all users. What’s the issue?

Check Tab Visibility in Profiles
Also check app-level visibility setting during app creation
Ensure tab is added to the app layout
Confirm field-level security too

31. Your form requires one field to always be filled out. What’s the best practice?

Mark the field as Required during field setup
Alternatively, use validation rules for complex logic
Ensures data integrity from the start

32. How can you prevent two leads from picking the same job role?

Not always a good idea — but use Validation Rule if needed
Rule example: Prevent if job field equals specific value
Better: Design your logic to allow multiple leads per job unless business requires otherwise

33. You want to restrict lead creation to working hours. How?

Use a Validation Rule with NOW() and HOUR() functions
Block if record creation happens outside allowed time
Example: Between 9 AM and 6 PM only

34. A manager wants to compare salary fields. How do you help?

Use a Formula Field to calculate difference or ratio
Example: Primary__c - Secondary__c
Add it to page layout for instant visibility

35. You need to log history of field changes. What do you enable?

Turn on Field History Tracking for the object
Choose specific fields to track (e.g., Status, Owner)
View history under related list in record detail

36. Your form accepts numeric values but also requires units (e.g., 10kg). How to handle?

Use Text field with Regex Validation
Alternatively, split into two fields: Number + Unit picklist
Ensures consistency and parsing flexibility

37. You want to assign a lead to a sales rep automatically. What can you configure?

Use Assignment Rules
Define criteria: region, lead source, etc.
Auto-assign to correct owner on record creation

38. You need to calculate age from birthdate. How?

Create a Formula Field
Formula: YEAR(TODAY()) - YEAR(Birthdate__c)
Optional: handle edge cases with MONTH and DAY checks

39. Client asks to flag high-income leads. What’s your logic?

Create a Checkbox Formula Field
Formula: Primary_Income__c + Secondary_Income__c > 200000
Shows “true” for high-income leads

40. You need a field that updates automatically based on other fields. What’s best?

Use Formula Fields
Set logic once — recalculates automatically on record change
Avoids manual errors, ensures real-time consistency

41. A team needs reporting by city and job role. How do you prepare?

Ensure both fields exist and have meaningful values
Use Reports > Create New with filters
Group by City and then Job
Create dashboard if recurring need

42. You want to show a different layout for support vs sales users. How?

Use Record Types and Page Layouts
Assign layouts based on user profile or record type
Customizes UX per team

43. Some leads don’t require email, but others must have it. How do you control?

Use Validation Rule with condition
Example: If lead source = “Web”, then Email must not be blank
Flexible control per business logic

44. You want to show lead status in color (e.g., green for “Closed”). How?

Use Formula + Text + Image approach
Example: Image formula field using IMAGE()
Add colored icons based on picklist value

45. You created two related objects. How to show all related leads under a job?

Use Related Lists in page layout of the parent (Job)
Add the My Leads related list
View all associated child records at a glance

46. Can we trigger an alert if city doesn’t match state?

Yes — Validation Rule can enforce state-city logic
OR use Field Dependencies to limit choices
Keeps data consistent

47. You need to ensure every job has at least one lead. What’s the challenge?

Standard Salesforce doesn’t enforce child-required logic
Use Apex Trigger or Scheduled Flow to validate this
Monitor orphaned parent records

48. A business wants leads auto-classified as “Hot” if income > ₹1L. How?

Create a Text Formula Field: IF(Primary_Income__c > 100000, "Hot", "Warm")
Can be used in views, reports, dashboards

49. A user wants to import 100 leads in bulk. What’s the best approach?

Use Data Import Wizard for Leads
Map fields properly, validate sample records
Ensure picklist values match exactly
Avoid duplicate import with matching rules

50. You want to test all features safely without risk to real data. What do you suggest?

Use Salesforce Developer Edition or Sandbox
Create objects, fields, rules freely
Ideal for practice, learning, and testing

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