1.

A client wants to automatically assign leads to sales reps based on zip

codes. How would you implement this in Salesforce?

We can implement this by using Assignment Rules in Salesforce. We can set up

rules to distribute leads based on zip code criteria to respective sales reps.

2. Your organization wants to track donations from donors to various

campaigns. How would you design the data model in Salesforce?

I would create one custom object: Donor and use a standard Campaign object. The
Donor object would have fields like Name, Contact Information, etc. The Campaign
object would have fields like Campaign Name, Goal Amount, etc. I would then create
a junction object called Donations to establish a many-to-many relationship between
Donors and Campaigns.

3. How would you handle a scenario where a custom Apex script is required to
update a field on all Account records whenever an Opportunity closes as won?

Answer: Use an Apex trigger on Opportunity. The trigger checks, if an Opportunity is

marked as closed, or won and then uses a SOQL query to find the related Account
and update the necessary field.

4.You need to migrate data from an external system into Salesforce. How
would you ensure data integrity during the migration process?

I would use Data Loader or Salesforce’s Import Wizard to perform the data
migration. Before migrating, I would ensure that the data in the external system is
clean and matches the Salesforce data model. Additionally, I would perform data
validation and testing in a Sandbox environment before migrating to production.

5. Imagine you need to ensure that Contact records cannot be deleted if they
are associated with an active Opportunity. How would you achieve this?

Answer: Create a before-delete trigger on Contact that checks for any related active
Opportunities. If an active Opportunity is found, prevent the deletion by adding an
error to the Contact record.
We can also use Trigger Flow to implement this functionality. Just replace the Apex
trigger with trigger Flow and implement the same logic for prevention in Flow.

6. A business requires a custom object to track Customer Feedback. Each

feedback record should be linked to a Contact, and users should only be able
to submit feedback for Contacts they own. How would you set this up?
Answer: Create a custom object for Customer Feedback with a Master-Detail
relationship to Contact. Use sharing rules and object-level security to ensure users
can only access Feedback records related to Contacts they own.

7. How would you design a solution for a requirement where sales managers
must approve discounts over 30% on Opportunities, with the process initiating
automatically when the discount is entered?

Answer: We can implement this using the Approval Process in Salesforce.

Configure the entry criteria for the Approval Process to trigger when the discount
field on an Opportunity exceeds 30%.

8.You need to automate the process of assigning Leads to Sales

Representatives based on geographical regions. How would you accomplish
this?
I would use Salesforce’s Assignment Rules feature. I would define assignment rules
based on geographical criteria and set up workflow rules to trigger the assignment
process when new Leads are created.

9. Your company wants to automatically update the Status field on Opportunity

records based on the stage of the Opportunity. How would you automate this
process?

I would use Trigger Flow to create a process that triggers when an Opportunity is
updated. The process would evaluate the Stage field and update the Status field
accordingly.

10. You need to send email alerts to Account Owners when new Opportunities
are created for their Accounts. How would you automate this process?

I would use Flow to create a process that triggers when a new Opportunity is
created. The process would send an email alert to the Account Owner specified on
the Opportunity.

11. A client requests a daily report of all Opportunities closed in the last 24
hours emailed to all sales managers. How do you automate this?

Answer: Use Salesforce reports to create a report with the specified criteria, then
schedule the report to run daily and be emailed to a public group containing all sales
managers.
12. How would you ensure that a custom field on Account is automatically
populated with a unique identifier upon record creation?

Answer: Use a before-insert trigger on the Account object that generates a unique
identifier (using a sequence or random generator) and assigns it to the custom field.

We can also use it before the trigger flow for this task.

13. Imagine you need to integrate Salesforce with an external RESTful service
for real-time data syncing. Describe your approach.

Answer: Utilize named credentials for authentication, and use Apex’s HttpRequest
and HttpResponse classes to call the external RESTful service. Implement error
handling to manage any failed transactions.

We can also implement callouts using External Service within Flow. If you have
implemented this then you can also answer with flow concepts.

14.Your organization uses an external accounting system to manage invoices.

How would you integrate this system with Salesforce to ensure that invoice
data is synchronized between the two systems?

I would use Salesforce Connect or an integration tool like MuleSoft to establish a

connection between Salesforce and the external accounting system. I would then set
up data mappings and synchronization processes to ensure that invoice data is
exchanged between the systems in real time.

15. Your company wants to implement single sign-on (SSO) for Salesforce
users using an external identity provider (IdP). How would you configure SSO
in Salesforce?

I would use Salesforce’s SAML-based SSO feature. I would configure Salesforce as

a service provider (SP) and the external identity provider as an identity provider
(IdP). I would then set up the necessary authentication settings and exchange
metadata between Salesforce and the IdP.

16. You need to integrate Salesforce with an external marketing automation

platform to synchronize lead data. How would you approach this integration?
I would use Salesforce’s REST or SOAP APIs to establish a connection with the
external marketing automation platform. I would then set up data mappings and
synchronization processes to ensure that lead data is exchanged between the two
systems as needed.

17. A business requires tracking of both the original and adjusted amounts on
Opportunities, with the ability to report on adjustments made. How would you
implement this?

Answer: Add two currency fields to the Opportunity object: Original Amount and
Adjusted Amount. Use a formula field to calculate the difference, and create reports
based on these fields.

18. A complex business process requires multiple objects and relationships,

including junction objects for many-to-many relationships. Describe how you
would model this in Salesforce.

Answer: Identify the core objects and their relationships (one-to-many, many-to-
many). For many-to-many relationships, create a custom junction object that links
the two objects together via Master-Detail or Lookup relationships.

19. How would you address a scenario where users need to see a consolidated
view of all customer interactions, including emails, calls, and meetings on the
Account record?

Answer: Implement a related list on the Account page layout that includes activities
(emails, calls, meetings) related to the Account. This might involve custom
development if standard functionality doesn’t meet the exact requirements.

20. A sales team wants a visual indicator of Opportunities to show when they
are nearing the close date but are still in the early stages. How would you
achieve this?

Answer: Use a formula field with an image or emoji that changes based on the
criteria (e.g., if the close date is less than 30 days away and the stage is still in the
early phases).

21. Describe how you would automate the process of creating a follow-up task
when a Case is closed.
Answer: Use a Flow to create an automation that triggers when a Case is marked as
closed, creating a task assigned to the Case owner with a set due date.

22. How would you design a system for a marketing team to track campaign
ROI, considering both the cost of the campaign and the revenue generated
from opportunities linked to the campaign?

Answer: Use the Campaign object to track costs and link Opportunities to
Campaigns using Campaign Members. Create custom fields and reports to calculate
ROI based on these figures.

23.Your organization needs to implement custom validation logic for a

complex business process. How would you implement this validation in
Salesforce?

I would use Apex triggers or validation rules to implement the custom validation
logic. Triggers would allow for more complex logic and data manipulation, while
validation rules are easier to maintain and configure.

24. You need to implement a custom approval process for Opportunity records
based on specific criteria. How would you accomplish this using Apex?

I would use Apex triggers to create a custom approval process. The trigger would
evaluate the specified criteria and initiate the approval process when the conditions
are met.

25. Your company wants to implement a custom scheduler to automate

repetitive tasks in Salesforce. How would you implement this scheduler using
Apex?

I would use Apex Scheduled Jobs to implement the custom scheduler. I would write
a scheduled Apex class that defines the logic for the tasks to be executed and
schedule it to run at specified intervals.