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: Adding New ID Fields

Question: You’re the sysadmin and the business asks to track PAN, Aadhaar, and GST numbers in an existing app. How would you go about adding these new fields without giving the user access to sensitive data or admin rights?
Answer:

Identify the custom object (e.g., “Employee Details”) and add new custom fields: PAN, Aadhaar, GST.
Assign field-level security so only certain profiles (e.g., manager or HR) can view/edit them.
Ensure only the “sysadmin” profile gets both “Customize Application” and field-level access.
Standard or restricted profiles get report-only access, with no customization ability.

2. Scenario: Unit Testing After Deployment

Question: You’re a developer who just deployed a feature. How and what do you unit-test before handing it to QA?
Answer:

Create test records mimicking actual user data for all CRUD operations.
Verify that newly added custom fields (e.g. PAN, Aadhaar) appear correctly.
Ensure only admin-profile users can edit those fields, others get read-only or no access.
Assert that form validation, data types, and error messaging meet requirements.

3. Scenario: Reusing Person & Policy Info

Question: A client has existing loan tables and now wants to prototype auto, property, and health insurance. How would you structure the database to avoid duplication?
Answer:

Centralize PersonInfo table for shared customer info.
Use PolicyInfo for all policy types (with general fields).
Add type-specific custom fields (e.g., vehicleModel, propertyLocation) to PolicyInfo.
Maintain separate schemas for loan versus insurance to avoid data overlap.

4. Scenario: Object vs Schema in Salesforce

Question: How does a “schema” in a traditional database correspond to apps in Salesforce?
Answer:

In DB: a schema is like a folder containing tables for a business domain.
In SF: a “custom app” is analogous to a DB schema.
Standard apps (Sales, Service, Marketing) and custom apps contain standard/custom objects.
Objects in SF are equivalent to DB tables.

5. Scenario: Understanding Tabs & Objects

Question: Explain how Salesforce “tabs” help users access data and how they relate to objects.
Answer:

Each tab corresponds to an object; e.g., Accounts tab opens the Account object’s list view.
Tab label is plural of the object (Account → Accounts).
Clicking a tab shows records (rows).
Tab-based navigation enforces the structure and access to underlying data.

6. Scenario: Renaming Tabs

Question: Business requests changing the standard “Leads” tab name to “Prospects.” What steps and impact should you consider?
Answer:

Rename the Lead tab label to “Prospects” in the app builder or Setup.
Update user training and documentation to reflect the new terminology.
Confirm all reports, dashboards, and links updated accordingly.
Ensure no breakage in automation (e.g., flows, validation rules) referencing the old name.

7. Scenario: Hyperlink Field Behavior

Question: Why are certain fields in Salesforce hyperlinks, and how do you determine which ones are clickable in list views?
Answer:

The “Name” field of an object auto-generates a link to its record detail page.
It can be either text or auto-number type.
Any text field designated as “name” on an object becomes the hyperlink.
You can’t hyperlink other fields unless customized (like formula fields).

8. Scenario: Standard vs Custom Object Fields

Question: You’ve created a custom object. What default fields exist, and who controls them?
Answer:

Every new object gets four standard fields: Name, Created By, Owner, Last Modified By.
Only the label of Name can be changed—other fields’ behavior is system-managed.
Created By, Owner, and Last Modified By are auto-populated and not customizable.

9. Scenario: Console vs Standard Navigation

Question: Call center agents need to access multiple records quickly during calls. How would you choose between standard and console navigation?
Answer:

Standard navigation opens one record at a time—simple but loses context when switching.
Console navigation opens multiple sub-tabs (accounts, contacts, cases) in one interface—ideal for multitasking.
Use console for service or call center roles; stick with standard for general users to preserve performance.

10. Scenario: Performance Impact of Multiple Tabs

Question: Technically, why might console navigation slow performance and how can you mitigate that?
Answer:

Console creates multiple threads (parent, child, grandchild tabs) per user session.
More active tabs = more server threads = increased load and slower response.
Mitigation: limit console access to necessary profiles, optimize page layouts, and optimize queries.

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11. Scenario: Permission Assignment for Config Tasks

Question: A junior admin needs to add custom fields but shouldn’t access data reports. How do you set this up?
Answer:

Assign them a custom profile with “Customize Application” permission enabled.
Remove “View Reports” and “Run Reports” permissions.
Restrict object-level read access where needed.
Verify access via profile or permission sets.

12. Scenario: Business Wants Custom App for Insurance

Question: Client asks for an insurance app but wants to reuse the loan database. How do you isolate insurance logic?
Answer:

Use a new schema or custom app inside the existing DB/Salesforce org.
Create insurance-specific objects and link to existing person data.
Use record types to distinguish insurance vs loan records if needed.
Avoid duplicate person info by reusing shared tables/objects.

13. Scenario: Need a List of All Active Insurance Policies

Question: How would you show a list view of all active insurance policies for customer service reps?
Answer:

Go to PolicyInfo object tab.
Create a new list view filtered by Status = Active.
Share it with “All users” or only support profiles.
Add relevant columns like policy type, customer name, expiry.

14. Scenario: Navigation Performance Feedback

Question: Users complain navigation is slow in console mode. What’s your first check?
Answer:

Review tab/thread count opened per user.
Analyze page load time via Chrome dev tools or Lightning Usage App.
Limit sub-tabs or use conditional logic to open fewer.
Consider switching some user roles to standard navigation.

15. Scenario: Hyperlinked Name Missing

Question: You created a custom object, but the records in the list view don’t hyperlink. Why?
Answer:

The “Name” field may be auto-number or not displayed.
Add “Name” to the list view columns.
Ensure the object’s primary field is correctly configured as name.
Confirm the object is not missing from the app’s navigation tabs.

16. Scenario: Repeated Objects Across Apps

Question: Sales and Marketing apps both have Leads and Campaigns. How do you manage overlaps?
Answer:

Use same standard objects but customize page layouts per app.
Control tab visibility via profiles or app settings.
Maintain unique list views per department.
Avoid duplicate custom fields unless absolutely needed.

17. Scenario: User Can’t Find Contacts Tab

Question: A user says the Contacts tab disappeared. How do you resolve it?
Answer:

Check assigned app’s tab visibility for that profile.
Edit the app to include the Contacts tab.
Validate “Tab Hidden” permission isn’t set at profile level.
Use App Launcher or Global Search to test access.

18. Scenario: Minimizing Data Model Duplication

Question: While building auto, health, and property insurance modules, how do you reduce table clutter?
Answer:

Use shared PersonInfo and PolicyInfo tables.
Add field-level granularity instead of new tables.
Create dependent picklists or field sections based on insurance type.
Avoid object duplication unless functionality is completely distinct.

19. Scenario: Controlling Field Access by Role

Question: Finance team needs to see GST and PAN fields, but Support team shouldn’t. What would you configure?
Answer:

Set field-level security: visible for Finance profiles only.
Use page layout assignments to hide fields for Support profiles.
Optionally, use Lightning record pages with component visibility rules.
Test via login-as feature.

20. Scenario: Schema vs Table in Real Project

Question: Client’s database has separate areas for loans and insurance. What term would you use to explain that?
Answer:

“Schema” is the correct term – a folder-like container of tables.
Each schema hosts objects for one domain (e.g., loans, insurance).
In Salesforce, it equates to separate apps using distinct object sets.
Prevents record clashes across business verticals.

21. Scenario: List View Doesn’t Show All Fields

Question: A user says not all columns are visible in a custom object’s list view. What’s the fix?
Answer:

Edit the list view and add missing fields.
Confirm the user’s profile has field-level visibility.
Ensure the object has those fields exposed in page layout.
Check if it’s a recently added field not yet included in view.

22. Scenario: Show Different Tabs to Different Teams

Question: Sales sees Leads and Opportunities tabs; Marketing needs Campaigns and Contacts only. How do you set this up?
Answer:

Create two apps: Sales App and Marketing App.
Customize tab settings per app.
Assign apps based on profile or permission set.
Hide tabs via profile-level “Tab Settings.”

23. Scenario: Field Type Not Editable Post-Creation

Question: You created a text field as “Text” but now need it as “Picklist.” What’s the approach?
Answer:

You can’t change field type directly.
Create a new picklist field.
Migrate data via Data Loader or Flow.
Delete old field after validation.

24. Scenario: Console Navigation Confuses Users

Question: End-users report being overwhelmed by multiple open tabs. What can you do?
Answer:

Switch them to standard navigation profile.
Disable console for non-support roles.
Provide training on tab usage if required.
Limit default open tabs in console config.

25. Scenario: Data Duplication Risk Across Apps

Question: Same customer appears in Loans and Insurance. How to keep records in sync?
Answer:

Use a unified Customer object linked to both domains.
Use lookup relationships to insurance/loan policies.
Maintain one schema, differentiate with record types.
Add validation to prevent duplicate entries.

26. Scenario: Track Object Access Logs

Question: Security wants to track who accessed Account records. Where do you start?
Answer:

Enable “Field Audit Trail” or setup Login History.
Use Setup → Audit Trail for config changes.
Enable Event Monitoring for detailed object access.
Review report history or debug logs if needed.

27. Scenario: Custom Field Not Showing in Reports

Question: A custom field was created but is missing from reports. Why?
Answer:

Not added to page layout or report type.
Check report type: it may not include new fields.
Refresh the custom report type schema.
Ensure user has field-level visibility.

28. Scenario: Hyperlink Field Disabled Accidentally

Question: After a layout update, name fields stopped appearing as links. How do you fix this?
Answer:

Confirm the list view includes the Name field.
Re-add the Name field to layout if removed.
Test object settings for default “Name” behavior.
Restore from a prior version if needed.

29. Scenario: Click on Contact Loses Context

Question: In standard navigation, why does clicking a contact take you away from the account?
Answer:

Standard nav opens each record in same tab—no breadcrumbs.
Console nav maintains tabs for context retention.
Recommend console for multi-step workflows.
Train users to use browser back or breadcrumbs.

30. Scenario: Limiting Access to Sensitive Tabs

Question: A user shouldn’t see the Cases tab but needs Accounts. How do you restrict this?
Answer:

Go to their profile and set “Tab Hidden” for Cases.
Remove read access to Cases object entirely.
Use Permission Sets to grant Accounts access separately.
Validate by impersonating the user.

31. Scenario: Auto-Populating Policy ID

Question: You need every new policy to have a unique ID. How would you set this up in Salesforce?
Answer:

Use Auto Number data type for the Name field of the Policy object.
Format like “POL-{0000}” for readable IDs.
Salesforce auto-increments with each new record.
Ensures uniqueness without manual input.

32. Scenario: Dynamic Page Layout for Different Insurance Types

Question: How do you show different fields for health, auto, and property insurance in the same object?
Answer:

Use record types (Health, Auto, Property).
Assign different page layouts for each type.
Add field visibility rules for layouts.
Assign layout via user profile and record type.

33. Scenario: Reports Show Redundant Info

Question: Your report shows duplicate customer records. What’s a likely reason?
Answer:

Joined or cross-object report pulling multiple related records.
Improper use of GROUP BY or summary logic.
Use filters or adjust report type joins.
Remove duplicate rows via Excel or custom report logic.

34. Scenario: Console User Can’t See Sub-Tab

Question: A service rep says clicking on a contact doesn’t open a sub-tab in console view. What’s wrong?
Answer:

Sub-tab rules might not be configured.
Check console app setup → Sub-tab components.
Ensure object permissions allow access.
Validate with another profile or user.

35. Scenario: Reusing Components Across Tabs

Question: You built a component showing customer history. How to reuse it in Contacts and Accounts?
Answer:

Build a Lightning Web Component or Flow screen.
Embed it in both Account and Contact Lightning Pages.
Use component visibility filter if needed.
Ensure API version supports cross-object reuse.

36. Scenario: List View Filter Not Working

Question: A list view for “Active Clients” shows old records too. How do you debug?
Answer:

Check filter logic – field vs value typo.
Verify picklist field values are consistent (case sensitive).
Review logic: AND/OR confusion possible.
Recreate the view from scratch if corrupted.

37. Scenario: Exporting List View to Excel

Question: User asks to export a list view. What’s the process?
Answer:

Use “Printable View” then copy to Excel.
Or create a report with same filters and export.
Enable “Export Reports” permission on profile.
Avoid exposing sensitive fields.

38. Scenario: You Need a Parent-Child Relation

Question: Policies should relate to People. How would you link them in Salesforce?
Answer:

Create lookup or master-detail field on Policy pointing to PersonInfo.
Use lookup if independence is required.
Use master-detail if deletion should cascade.
Display related lists on both record pages.

39. Scenario: Custom Field Not Searchable

Question: You added a custom field but Global Search can’t find it. Why?
Answer:

Field not indexed or searchable by default.
Enable search settings in object config.
Use SOSL if using Apex custom search.
Consider adding it to compact layout for visibility.

40. Scenario: Migration from Standard to Custom App

Question: Sales team wants their own version of the Sales app. How do you create that?
Answer:

Clone the Sales app into a new custom app.
Rename it and tweak tabs, branding, layout.
Assign to specific profiles.
Hide the original Sales app from those users.

41. Scenario: Missing “New” Button on Tab

Question: A user can’t create new records from a tab. What’s missing?
Answer:

Profile lacks “Create” permission on that object.
Page layout may not include required fields.
Record type assignment missing.
Button overridden or removed from layout.

42. Scenario: Default Record View

Question: Can you make “All Accounts” the default list view when a tab opens?
Answer:

Yes, pin the list view using the pin icon.
Each user can set their own default list view.
This is stored in browser cache/session.
No org-wide default setting unless using a custom Lightning Page.

43. Scenario: Update 10K Records with New Field

Question: How do you populate a new field for 10,000 existing records?
Answer:

Use Data Loader or Data Import Wizard.
Export existing records with IDs.
Update CSV with new field values.
Re-import and map the new field.

44. Scenario: Auto-Assign Record Ownership

Question: New Accounts should auto-assign to regional managers. How do you set that?
Answer:

Use Assignment Rules based on region.
Or use Flow/Process Builder to set Owner field.
Use Territory Management for complex scenarios.
Test each condition carefully.

45. Scenario: User Can See Object But Not Edit

Question: A user sees Account records but can’t edit them. How do you troubleshoot?
Answer:

Profile lacks “Edit” permission.
Field-level security may block edit on certain fields.
Record-level sharing doesn’t grant write access.
Check org-wide defaults and sharing rules.

46. Scenario: Track Field Changes for Audit

Question: You need to track when GST or PAN changes. What’s the feature?
Answer:

Enable Field History Tracking on those fields.
History shows who changed what and when.
Viewable on record detail via related list.
Retention may vary (18 months unless Extended).

47. Scenario: Data Entry User Sees Too Many Tabs

Question: A data entry clerk complains of cluttered UI. What do you do?
Answer:

Create a minimal custom app with only needed tabs.
Assign via profile or permission set.
Use Lightning Page Assignments per profile.
Hide unnecessary objects at profile level.

48. Scenario: Same Field Across Multiple Objects

Question: You need GST number in multiple objects. What’s the best approach?
Answer:

Centralize via PersonInfo or Customer object.
Reference via lookup relationships.
Avoid duplicating same field in many objects.
Use formula fields if needed for display.

49. Scenario: Create View for Expiring Policies

Question: How to alert users of policies expiring in 30 days?
Answer:

Create list view filtered by “Expiry Date <= TODAY()+30.”
Or create a report with same logic and schedule it.
Add as a dashboard component.
Use email alerts if needed.

50. Scenario: Reorder Tabs for Better UX

Question: How can you control the order in which tabs appear in a custom app?
Answer:

Edit the app → Navigation Items section.
Drag and drop to reorder.
Save and reassign the app if needed.
Profile permissions won’t affect tab order—just visibility.

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