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.📌

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. You created an app as a System Admin but can’t see it in App Launcher. What went wrong?

Likely, the app wasn’t assigned to the System Administrator profile.
In Salesforce, even creators need explicit profile-level access to apps.
Fix: Edit the app → Add “System Administrator” under User Profiles.

2. Why would a System Admin create an app but assign it only to Standard and Platform Users?

To test visibility from a non-admin perspective.
Ensures app access is scoped correctly for end-users, not admins.
Prevents accidental admin-level changes while validating user experience.

3. After creating a custom object, you can’t find it in the app. What are possible reasons?

Object might not have an associated tab yet.
The tab may not be added to the navigation items of the app.
Ensure tab is created → assigned to the app → profile has access.

4. What are the three ways to create objects in Salesforce?

Create Custom Object (most common, 99.99% usage).
Schema Builder – good for visual relationships.
From Spreadsheet – handy for bulk uploads.

5. How does tab visibility control access to custom objects?

Tabs act as entry points to objects in the UI.
Even if the object exists, without a tab, users can’t access it.
Tabs must be explicitly assigned to profiles and apps.

6. What’s the importance of assigning tabs and objects to specific profiles?

Without this, users with that profile can’t view or interact with the object.
It’s a key part of object-level security in Salesforce.
Example: Assign “Employee” tab to System Admin, Standard User, and Platform User.

7. Why choose Auto Number over Text for an object’s record name?

Ensures uniqueness automatically without manual input.
Useful for IDs like “EMP-0001” or “DEV-0002”.
Eliminates the need to manage duplicate logic manually.

8. How would you troubleshoot a missing field on the record creation screen?

Check if the field is added to the Page Layout.
Ensure field-level security is set for the user’s profile.
Use Object Manager → Fields & Relationships → Verify visibility and layout inclusion.

9. A user reports they can see the object tab but not a specific field. What would you check?

Verify if the field-level security grants access to that user’s profile.
Check if the field is added to the relevant Page Layout.
Missing in layout or restricted profile access are common causes.

10. Can a single object tab be reused across multiple apps? How?

Yes, tabs are reusable UI components.
Example: “Accounts” tab used in both Sales and Service apps.
While creating/editing a tab, assign it to multiple apps during setup.

11. You uploaded an icon and color for your app, but default branding is still visible. Why?

In the lightning app setup, ensure “Use app image and branding” is checked.
Verify if the uploaded image is under 21 KB and correct format (PNG/JPG).
Save and refresh the App Launcher to reflect changes.

12. How would you create an object using Schema Builder?

Open Object Manager → Schema Builder.
Drag & drop a new object, set fields, relationships visually.
Click Save, and Salesforce generates the object and fields behind the scenes.

13. When would you use “Create from Spreadsheet” to build objects?

Ideal for bulk object creation with many fields at once.
Helps quickly generate multiple objects like Employee and Devices.
Saves time against repetitive manual entries.

14. You created a custom object but forgot to allow Activities. How to fix?

Go to Object Manager → [Object] → Edit.
Re-enable Allow Activities and Allow Reports as needed.
Save and rebuild the Page Layout if required for activities component.

15. A user sees the “Home” tab only, regardless of other tabs added. Possible reason?

The app’s navigation items haven’t been updated with desired tabs.
Edit the app in App Manager → Navigation Items, add your tabs, save.

16. While creating Device object, you used round brackets instead of curly braces— got error. What was wrong?

In Auto Number format, placeholders must use curly braces {0001}.
Using () causes invalid format.
Fix: switch to curly braces for proper numbering sequence.

17. How would you create a Last Name field on Employee object?

Navigate to Object Manager → Employee → Fields & Relationships.
Click New → Text, set Label = “Last Name”, length 25.
Configure field-level security and add to relevant Page Layout.

18. Why is the Name field hyperlink by default?

Salesforce uses Name as the record identifier.
It’s linked to the record detail page.
Essential for navigation and record access across UI.

19. A custom object’s tab is visible to System Admin but not Standard Users. Why?

Check Tab Visibility during tab creation/edit.
Ensure it’s set to Default On for Standard User profile.
Re-save Tab settings, refresh the app to update access.

20. How do you limit a field’s visibility to certain profiles only?

In Fields & Relationships → Field-level Security, deselect unwanted profiles.
Or uncheck visibility when adding to Page Layout.
This ensures data access is controlled at the field level.

21. You added a new field but it’s not visible under the tab. What next?

Confirm it’s added to the Page Layout.
Check field-level security for profiles.
Re-open or refresh record page to load updated layout.

22. What does Allow Search enable when creating an object?

Makes object records discoverable via global search.
Improves usability for users needing quick lookup.
Enable if object will be frequently searched during operations.

23. Why is the object’s deployment status important?

“In Development” hides it from non-admin users in production.
Switch to Deployed when ready for broader access.
Governance often requires change management sign-off before deployment.

24. Explain why assigning profiles is critical when creating tabs.

Without profile assignment, users can’t access the tab.
Profile controls who sees what in UI navigation.
Checking during tab setup avoids unexpected permission issues.

25. Could a tab be assigned to multiple apps? How is that configured?

Yes. During Tab setup, there’s an application assignment section.
Select all apps where the tab should appear (e.g., HR Onboarding, Sales).
Save changes for tab visibility across apps.

26. How do page layouts relate to custom fields creation?

Page Layout determines which fields users see on record pages.
When a new field is created, you decide layout inclusion.
Tailor layouts for different user roles using Record Types later.

27. How does Chatter relate to custom objects?

Enabling Chatter Groups on object allows record collaboration.
Performs like an internal social feed: posting, updates, mentions.
Useful for discussion-driven objects like projects or cases.

28. You see a circular refresh issue. How do you refresh later?

Salesforce Lightning has browser refresh hiccups sometimes.
Workaround: switch to Salesforce Classic, then back to Lightning.
Often, Lightning UI caches components; Classic can force refresh.

29. Employee object’s record names were unique text, not auto-number. Why?

Use Text type when names are user-friendly and manually entered.
Good for identifiable records like “John Doe”.
Auto-number better for system-generated IDs like “EMP-0001”.

30. How to add utility items to a Lightning app?

In App Manager → Edit Lightning App → Utility Items.
Add components like History, Notes, Favorites, etc.
Save to make tools accessible across all tabs in the app footer.

31. Device object has only Auto Number as name. How do users distinguish records?

Add descriptive fields like “Device Type” (Text), or “Serial Number” (Number).
Modify Page Layout to display key fields.
Optionally, use Formula fields to concatenate data for better UI.

32. Why is the default background color different for apps?

Salesforce themes apps for brand distinction.
Color chosen during Lightning App creation under Theme & Branding.
Reinforces UI ownership — red for HR, blue for Sales, etc.

33. You created the Device tab with visibility default off. What happens?

No users can see it unless you manually toggle visibility ON.
Profiles must have Tab Visibility turned on.
If hidden, users can still access Object via URL but not navigation.

34. When removing an app’s tab, what should you check?

Verify if any automation or process references that tab.
Ensure Lightning App Navigation Items are updated.
Confirm page layouts or related lists aren’t affected.

35. You need to track history on the Employee object. How?

Enable Track Field History in object creation or object settings.
Choose fields to track in History settings post-creation.
Valid for audit trails — who changed what, when, and previous values.

36. You want Employees to see only relevant fields. How to do that?

Create multiple Page Layouts based on Record Types or Profiles.
Use Field-level security to hide fields at the profile level.
Assign layouts via Profile → Page Layout Assignment.

37. You tried to assign tab in App Manager but it didn’t stick. Why?

Make sure you’re editing the correct App (HR Onboarding vs Standard App).
Save changes after adding navigation items.
Refresh the app to reflect updated navigation structure.

38. Describe why object-level security isn’t handled at object creation time.

Salesforce separates app config from object-level access.
Object creation doesn’t prompt profiles — that’s via tabs or permission sets.
This decoupling allows flexible reuse across multiple apps.

39. What tasks does System Admin perform in this flow?

Creates Lightning App, defines branding and navigation.
Builds Custom Objects and fields in Object Manager.
Sets up Tabs, Profiles, Page Layouts, and ensures object visibility.

40. What error might occur if your Auto Number format uses letters instead of zeros?

Salesforce expects placeholder {0001}, not {OOOO}.
Using O instead of 0 triggers invalid data type error.
Correct by replacing with digits (e.g., {0001}).

41. You need to create Department and Membership objects via Schema Builder. Walk through it.

Open Schema Builder, find “New Object”.
Specify labels, plural names, record naming convention.
Drag new object, add fields and relationships visually.
Save — objects and fields are auto-generated behind the scenes.

42. Why did creating Employee from spreadsheet help?

Bulk create object & field definitions in one go.
Saves manual effort when creating multiple similar objects.
Especially useful for initial data models with many entities.

43. How would you ensure all Team Members have access to new app?

Assign app to System Admin, Standard User, and Platform User profiles.
Add necessary Tabs and set visibility to Default On.
Confirm app appears in their App Launcher.

44. Why bother with page layouts when creating fields?

Layout determines how users interact with fields.
Helps ensure intuitive UI — required fields, sections, order.
Prevents clutter and improves user experience.

45. What should you check if new field doesn’t update on record save?

Validate if field is added to Page Layout, otherwise it won’t display/save.
Ensure Field-level security allows write access.
Check if any Workflow Rule/Validation is affecting inputs.

46. You need to add a Spanish label to Employee. How?

Use Translation Workbench.
Provide label translations for Employee and fields.
Enables multilingual UI based on user’s language setting.

47. What’s the relationship between Profiles and Page Layouts?

Profile determines who sees what tabs and objects.
Page Layout controls what fields and related lists users see.
Together, they define the UI and access experience.

48. If you delete an object you just created, what happens to its tab?

Tab becomes orphaned; Salesforce may block deletion or orphan tab.
Must delete the tab first before object deletion.
Prevents any UI navigation issues post object removal.

49. Why is “Allow Reports” turned on during object creation?

Enables users to build reports and dashboards on the object.
Supports data extraction, analytics, and operational oversight.
Essential for HR data insights and device tracking.

50. How would you validate the entire access chain for an object?

Login as a Standard User (not Admin).
Confirm app is visible in App Launcher.
Navigate to the tab, create/edit/view records.
If any step fails, backtrack through Profile → Tab → Layout → Field settings.

Post Views: 5