Salesforce Part 11 2025

Salesforce Scenario Based Questions 2025

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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.📌

To check out other Scenarios Based Questions:- Click Here.

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. How would you implement a validation rule to ensure an Aadhaar number is in the correct format in Salesforce?

  • Use REGEX() function in a validation rule to match the Aadhaar pattern.
  • Aadhaar format: 12 digits, grouped as XXXX XXXX XXXX, first digit not 0 or 1.
  • Sample rule: NOT(REGEX(Aadhar__c, "^[2-9]{1}[0-9]{3} [0-9]{4} [0-9]{4}$"))
  • Trigger error message: “Invalid Aadhar format.”

2. How do you validate Indian mobile numbers using regex in Salesforce?

  • Use a validation rule with regex to reject incorrect mobile number formats.
  • Format: 10-digit mobile numbers starting with 6, 7, 8, or 9.
  • Sample rule: NOT(REGEX(Mobile__c, "^[6-9][0-9]{9}$"))
  • Helps catch invalid mobile entries before record save.

3. A user reports they cannot see a newly created picklist field on their layout. What would you check?

  • Check Field-Level Security under “Field Accessibility” in Object Manager.
  • Ensure field visibility is enabled for their profile.
  • Update access from “Hidden” to “Visible” for the concerned profile.

4. How do you configure dependent picklists to control city values based on country selection?

  • Use Field Dependencies under Object Manager.
  • Set country (e.g., Work Location) as the Controlling Field.
  • Set city (e.g., Work City) as the Dependent Field.
  • Map valid city values to each country using the UI matrix.

5. Why would you use a Global Picklist, and how do you create one?

  • Reuse a picklist across multiple objects without redefining values.
  • Convert an existing picklist using “Promote to Global Value Set.”
  • Example: Convert “Work City” into a global list “Deputation City List.”
  • Available globally while maintaining data consistency.

6. How would you store and mask a credit card number securely in Salesforce?

  • Use an Encrypted Text Field with a defined mask.
  • Configure it to “Mask All” or “Show Last 4” using characters like *.
  • Helps maintain compliance and secure sensitive card data.

7. What’s the purpose of a Currency field, and how do you set a default limit?

  • Used to track monetary values with localization and decimal control.
  • Example: Corporate card limit field set as currency.
  • Set default value like 300000 directly while creating the field.

8. You created a LinkedIn URL field. How can users interact with it in the record view?

  • Use a URL Field type to store links like LinkedIn profiles.
  • On record view, it appears as a clickable link.
  • Enhances profile visibility directly from the Salesforce UI.

9. What’s the best use case to prefer Data Import Wizard over Data Loader?

  • Suitable for non-technical users and small volume imports.
  • Supports only up to 50K records and basic standard objects (e.g., Accounts, Contacts).
  • Ideal for inserting new records into Custom Objects.

10. How do you get the Salesforce Security Token needed for Data Loader?

  • Go to User Settings > Reset My Security Token.
  • The token is emailed to your registered Salesforce address.
  • Combine it with your password when authenticating in Data Loader.

Here are the next 40 scenario-based interview questions and answers continuing from our previous set. These dive deeper into real-world Salesforce admin tasks inspired by the transcript. Let’s keep it practical and example-driven.

11. You’re inserting 5 million records; which tool would you choose and why?

  • Use Data Loader: supports bulk operations up to 5 million records.
  • Handles insert, update, upsert, delete efficiently via its local interface.
  • Ideal for heavy-duty data migrations or back-end ETL tasks.

12. A business asks to upsert records from a CSV. Which tool supports this?

  • All three tools (Import Wizard, Data Loader, Workbench) support Upsert.
  • Choose based on record volume; for large files, go with Data Loader or Workbench.

13. How do you export existing lead data for analytics?

  • Data Loader and Workbench support Export.
  • Launch Export via Data Loader CLI or Workbench > Queries > SOQL export.
  • Retrieve CSV for downstream data processing.

14. Which tool lets you undelete records, and how do you use it?

  • Only Workbench supports Undelete.
  • Navigate to Data > Undelete in Workbench, upload CSV with record IDs, and restore.

15. Why might Data Import Wizard fail to delete custom object records?

  • It doesn’t support Delete or Undelete operations.
  • Tailored for simple inserts/updates; use Data Loader or Workbench for full CRUD.

16. How do you ensure synchronized picklists across objects like Account Location?

  • Promote a picklist to a Global Value Set.
  • Use that set for multiple fields—changes reflect everywhere centrally.

17. A picklist isn’t alphabetically ordered. How would you fix this?

  • Choose “Sort alphabetically” when configuring the field.
  • Ensures UI displays values alphabetically without manual rearrangement.

18. You imported data into a picklist field via CSV; some values failed. Why?

  • Likely invalid values not allowed in picklist.
  • Check “Restrict picklist to values” setting; disable it before import if needed.

19. How do you support external data imports with picklists?

  • Use Restrict picklist setting to validate imported external values.
  • Ensures only predefined options are allowed for bulk imports.

20. How do you configure a multi-select picklist for tech skills?

  • Choose Multi-Select Picklist field type.
  • Define a list of technologies (C, JavaScript, Salesforce, React, etc.).
  • Users can select multiple entries on a record.

21. A validation rule prevents ADAR regex; user says syntax error at ‘not’. How to resolve?

  • Use correct function: NOT(REGEX(...)) not NOT REGEX.
  • Ensure parentheses and syntax match:
    NOT(REGEX(Aadhar__c, ...)).

22. How would you test that your regex-based validation rule works?

  • Enter test values in UI: valid and invalid Aadhaar formats.
  • Check that invalid values show your custom error message.
  • Use anonymous REST clients or Metadata deployments for automated tests.

23. How do you ensure mobile regex applies during data import?

  • Validation rules fire on import operations too.
  • Reject invalid numbers in CSV based on rule (INSERT/UPDATE fails).
  • Check Data Loader logs for validation rule errors.

24. Why might a valid regex like phone number still get rejected?

  • Common issues:
    • Extra spaces or wrong delimiters in CSV.
    • Regex string is mis-escaped.
    • Validation field not on correct page layout.

25. How do you freshen cache/UI after deploying new fields?

  • Click Refresh then Reload, or perform a UI double-click.
  • Switch between UI views (Classic → Lightning) if needed.
  • Ensures new metadata is visible in the record detail.

26. When configuring dependent picklists, why not use a text field?

  • Dependent picklists only work if controller is Picklist or Checkbox.
  • Text fields cannot drive dependencies: no value mapping allowed.

27. How would you bulk update dependent picklist with Salesforce Data Loader?

  • Export records with existing field values and IDs.
  • Update parent picklist first, then fix child picklists to match.
  • Use CSV to bulk update via Data Loader.

28. A user complains about seeing redundant city options. What’s wrong?

  • The dependency matrix likely isn’t configured correctly.
  • Revisit Field Dependencies and ensure child values are mapped per parent.

29. How would you audit global picklist usage across Salesforce?

  • Query GlobalValueSet metadata via Metadata API.
  • Use Schema Builder or Setup List: track fields referencing the set.

30. You need to mask credit card entries historically; how to modify existing records?

  • Bulk Update: Export records via Data Loader, adjust card number to ************1234, and update.
  • Encryption mask settings apply automatically once defined.

31. How would you limit credit card field to only always show star mask?

  • Configure Encrypted Field with “Mask All, Show Last Four” mask type.
  • Define mask character (e.g., *) and ensure default mask-all setting is on.

32. If someone pastes JavaScript into a rich text field, any concerns?

  • Rich Text Area supports HTML/JS; potential security issues are sanitized by Salesforce.
  • Ensure proper Content Security Policies or avoid putting scripts.

33. What are considerations when storing LinkedIn URLs in a URL field?

  • Enforce URL formatting or use a validation rule to ensure http/https prefix.
  • Helps ensure links are clickable and prevent malformed entries.

34. What’s the advantage of URL field versus text field for external links?

  • URL fields render as clickable links automatically in UI.
  • Automatic validation for protocols (http, https).
  • Enables hyperlink features (e.g., quick click-through).

35. You’re importing data from Excel; sometimes blank picklist entries appear. How do you handle that?

  • Ensure CSV headers match API field names.
  • Use Data Import Wizard “Skip empty fields”.
  • Map only non-empty fields to avoid overriding existing values.

36. How do you bulk delete records but keep audit history intact?

  • Use Data Loader to delete records permanently.
  • Undelete option in Workbench if soft-deleted records need restoring.
  • Deleted records move to Recycle Bin; history remains in system.

37. How would you transform phone numbers with regex via Workbench?

  • Use SOQL + Apex or Flow to run mass transformations.
  • Read raw phone field, run regex replace and update in bulk via CSV/Workbench.

38. How would you migrate multi-select picklist values between orgs?

  • Use Global Picklist sets for consistency.
  • Export metadata values and use Metadata API to deploy to target org.

39. A picklist’s order changed unexpectedly. How do you fix it?

  • Re-save the field definition to reapply alphabetical sort.
  • Promote to Global Value Set with “sort” enabled to preserve consistent ordering.

40. What challenges can occur importing Aadhaar-like masked numbers into Salesforce?

  • Leading zeros or spaces may cause format mismatch.
  • Use Text Type over Number type field to preserve formatting.
  • Import via CSV ensures spaces are intact during regex validation.

41. How do you ensure profile-based visibility for new fields post-deployment?

  • Use View Field Accessibility under Profiles to confirm visibility.
  • Update “Visible” settings before or immediately after deployment.

42. During regex validation rule creation, a syntax error occurs at backslashes. What’s wrong?

  • In Salesforce, backslashes need to be escaped properly (i.e., \\d in regex strings).
  • Always test regex string in Sandbox before deploying to Production.

43. You need real-time validation of Aadhaar entry in Visualforce/LWC. How?

  • Use JavaScript regex in front-end components for immediate feedback.
  • Mirror the server-side validation rule to prevent bypass.

44. How would you create a global list for countries and cities together?

  • Create separate global sets: one for Country, one for City.
  • Use Field Dependencies to tie City set to Country selection.

45. How to deploy your field dependency settings between orgs?

  • Use Change Sets or Metadata API to move dependency components (FieldDependency).
  • Validate mapping works after deployment.

46. How do you prevent invalid tech-stack values during import?

  • Use Restrict picklist on multi-select to enforce only allowed technologies.
  • Prevent unrecognized entries from slipping through.

47. A user reports corporate card shows numbers incorrectly. What’s your first check?

  • Verify the field is defined as Encrypted Text with correct masking setting.
  • Ensure default mask character matches design (e.g., *).

48. How would you build a monthly workflow to update LinkedIn links?

  • Use Flow or Scheduled Apex to check URL format and send reminders.
  • Alert users if the URL field is empty or needs update.

49. You want users to pick their state after selecting country. How do you set this up?

  • Use 3-level picklist dependencies: Country → State → City.
  • Create multiple dependent picklists and map each layer correspondingly.

50. Your audit logs show repeated failed upsert operations. What do you check?

  • Open Workbench logs for upsert results.
  • Look for validation rule failures or incorrect External ID usage.
  • Validate the lookup field used as External ID is correct and populated.

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