Salesforce

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Scenario: A global client wants to track
opportunities in multiple currencies
with automatic conversion to a
corporate currency.
Question: How would you configure
Salesforce to support multi-currency
and ensure accurate reporting?

Scenario: A sales organization needs to

assign accounts to sales reps based on
regions and industries.
Question: How would you implement
Enterprise Territory Management in
Salesforce

Scenario: The client wants Salesforce

to trigger a job in an external system
daily.
Question: How would you use Apex
Scheduler and callouts to implement
this?

Scenario: Two Salesforce orgs need to

share account and opportunity data
seamlessly.
Question: How would you configure
Salesforce-to-Salesforce integration
to enable this?

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Scenario: A client wants to prevent
specific records from being deleted
based on business criteria.
Question: How would you write an
Apex trigger to enforce this rule?

Scenario: The client needs to export

millions of records weekly for
compliance.
Question: How would you set up a
scalable and automated data export
process?

Scenario: A client wants to monitor all

scheduled jobs running in Salesforce.
Question: How would you track and
manage scheduled jobs
programmatically?

Scenario: A client needs detailed audit

trails of all record changes for
compliance.
Question: How would you implement
Salesforce Shield's Field Audit Trail
to meet this need?

Scenario: An external API requires

authentication via OAuth.
Question: How would you implement
and manage secure API callouts in
Salesforce?

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Scenario: The standard Salesforce
forecasting model doesn’t meet the
client’s requirements.
Question: How would you build a
custom forecasting solution in
Salesforce?

Scenario: A client wants to allow bulk

data uploads but ensure each record
passes specific validations.
Question: How would you implement
this using Batch Apex or Data Loader
with validation rules?

Scenario: A client needs to archive old

records to reduce data storage usage
while keeping them accessible.
Question: How would you implement
a data archiving strategy in
Salesforce?

Scenario: A Lightning Component is

slow to load for users with large
datasets.
Question: How would you optimize
the performance of the component?

Scenario: Accounts must be visible only

to users in the same territory.
Question: How would you set up
territory-based sharing rules in
Salesforce?

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Scenario: An opportunity approval
process requires different approvers for
various deal stages.
Question: How would you implement
this using Approval Processes or Flow?

Scenario: A client wants to restrict

access to uploaded files based on user
roles.
Question: How would you manage file
access permissions in Salesforce?

Scenario: Salesforce needs to exchange

data with an external ERP system for
orders and invoices.
Question: How would you design this
integration, ensuring data consistency
and error handling?

Scenario: The client wants an Account's

"Customer Tier" field to automatically
update based on the sum of all related
Opportunities' amounts.
Question: How would you implement
this using an Apex trigger?

Scenario: A case should escalate to a

manager if it’s not resolved within 48
hours.
Question: How would you configure
this using Escalation Rules?

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Scenario: A SOQL query in an Apex class
is causing CPU time limits to be
exceeded.
Question: How would you optimize the
query and reduce CPU time usage?

Scenario: The client needs faster access

to frequently used data, such as product
details.
Question: How would you utilize
Salesforce Platform Cache to improve
performance?

Scenario: You’ve built a REST API for

Salesforce to integrate with an external
system.
Question: How would you test and
handle scenarios like authentication
errors or malformed requests?

Scenario: The client wants to display

records on a map based on geolocation
fields.
Question: How would you implement
this using Lightning Components or
external map APIs?

Scenario: Users want notifications in

Slack for certain events, such as new
lead creation.
Question: How would you integrate
Salesforce with Slack to achieve this?

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Scenario: Record visibility should
dynamically adjust based on user
actions or criteria.
Question: How would you achieve this
using Apex Sharing Rules?

Scenario: A client wants email

notifications for each step of an
approval process, with unique messages
for each approver.
Question: How would you configure
these notifications?

Scenario: Users need automated

reminders for upcoming tasks or
milestones.
Question: How would you implement
this using Scheduled Flow or Apex
Scheduler?

Scenario: Salesforce should capture and

process data from IoT devices, such as
sensors.
Question: How would you design this
integration using Salesforce IoT?

Scenario: A client needs to update

sharing rules dynamically based on
record field values that change over
time.
Question: How would you implement
this using Apex or Declarative Tools?

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Scenario: The client requires a multi-
stage approval process where each
stage involves a different set of
approvers.
Question: How would you configure
this using Approval Processes or Flow?

Scenario: The client needs roll-up

calculations for two objects without a
Master-Detail relationship.
Question: How would you implement
this using Apex or third-party tools?

Scenario: The client wants highly

customized email notifications based on
user actions and preferences.
Question: How would you configure
and send these emails
programmatically?

Scenario: The client wants to ensure

unique combinations of three fields
across records in an object.
Question: How would you enforce this
using validation rules or triggers?

Scenario: The client needs to import

millions of records from an external
system.
Question: How would you handle this
without hitting storage or
performance limits?

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Your next opportunity is closer than you think. Let’s get you there!
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