Top 10 Salesforce Admin Scenario-Based Interview Questions and Answers for Experienced in 2026

Salesforce hiring trends in 2026 focus less on theoretical questions and more on real business scenarios. Employers now expect Salesforce Administrators to think logically, troubleshoot issues, and design scalable solutions using modern platform features such as Flows, Permission Sets, Data Governance, and automations.

Here are the top 10 scenario-based interview questions and answers to help you prepare.

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1. Scenario: A User Can’t See a Custom Object or Its Records

Question:
A user reports they cannot see a custom object called “Vendor__c” in the App and also cannot access records related to it. Other employees with similar roles can see it. How would you troubleshoot?

Answer:
I would follow a structured troubleshooting approach:

1. Profile/Object Permissions:
   First, I would check whether the user’s profile or assigned permission sets have access to the Vendor object. They should have at least Read permission and Tab Visibility set to Default On or Visible.

2. App Assignment:
   Ensure the custom object is included in the Lightning App the user is using. Sometimes object access exists, but the tab isn’t added to the navigation bar.

3. Record-Level Security:
   If object access is granted but records are hidden, I would check:

   • Organization-Wide Default (OWD)

   • Sharing rules

   • Role hierarchy visibility

   • Manual sharing or teams (if applicable)

4. Field-Level Security:
   Ensure important fields aren’t hidden through field-level security.

Through this layered approach, the root cause can be identified and fixed effectively.

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2. Scenario: Approval Process Based on Business Logic

Question:
Management wants an Opportunity approval to trigger only when the Amount exceeds ₹2,00,000 and the Stage is “Negotiation.” How would you configure this?

Answer:
I would create an Approval Process specific to the Opportunity object and define the criteria as follows:

Next steps include:

• Assigning dynamic or static approvers (Manager, Finance Team, etc.)

• Adding entry actions such as email notifications and field updates like locking the record

• Configuring final approval and rejection actions such as updating the Stage or notifying stakeholders

This ensures approvals trigger only when specific conditions meet business logic.

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3. Scenario: Automation Conflict – Flow and Validation Rule

Question:
A Flow updating Case records is failing because a validation rule is blocking automated updates. How would you resolve it without disabling the validation rule?

Answer:
Instead of removing or weakening the validation rule, I would modify it to exclude system or automation-driven updates. One common approach is adding conditions such as:

Alternatively, I would add a custom field such as Bypass_Validation__c and configure the Flow to set this flag before update operations. The validation rule would then include:

This approach protects data quality while ensuring automation continues functioning correctly.

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4. Scenario: Duplicate Customer Records Still Being Created

Question:
Duplicate rules are enabled, but users are still creating multiple records for the same customer. How do you handle this?

Answer:
I would audit and improve the duplicate management strategy:

• Review existing Matching Rules and update fuzzy logic matching for fields like Email, Phone, and Name.

• Switch Duplicate Rule behavior to Block instead of Allow with Alert if needed.

• Use Duplicate Jobs to scan existing data and identify cleanup requirements.

• Enable real-time duplicate checks in Salesforce Mobile app if the field team is involved.

This ensures prevention and cleanup of duplicate data across the system.

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5. Scenario: Legacy Automations Migration

Question:
Your org still uses Workflow Rules and Process Builders. Management wants everything converted to Flow. What is your approach?

Answer:
I would:

1. Use the “Migrate to Flow” tool to identify Workflow Rules eligible for direct migration.

2. Document Process Builder logic including decision criteria, actions, and execution order.

3. Merge logic into a single record-triggered Flow per object, aligning with Salesforce best practices.

4. Thoroughly test in a sandbox using Flow Debugger and Test Mode.

5. Deploy using Change Sets or DevOps pipelines.

6. Train users and monitor behavior post-deployment.

This ensures a clean, modern automation structure without logical duplication.

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6. Scenario: Restrict Sharing Based on Department

Question:
Sales and Support teams work on the same Leads, but Sales should not view Support comments. How do you implement this?

Answer:
I would:

• Keep the Lead object OWD as Private.

• Use field-level security to hide sensitive comments from the Sales profile.

• Use Page Layout Assignments + Record Types to show different views to each department.

• Use Permission Sets to grant exceptions if needed.

This ensures data boundaries without affecting collaboration.

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7. Scenario: Data Import With Existing Records

Question:
You need to load 15,000 Contact records — some exist, some are new. How do you avoid duplicates and maintain consistency?

Answer:
I would:

• Use Data Loader with Upsert operation

• Match using External ID or unique fields like email

• Validate using dedupe features before commit

• Run in smaller batches and monitor errors

This ensures data integrity and successful updating of existing records.

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8. Scenario: User Adoption Issue

Question:
A new feature was released but users are not using it. How do you improve adoption?

Answer:
I would:

• Use In-App Guidance

• Conduct short training sessions

• Provide help text and quick reference guides

• Track usage via Adoption Dashboards

• Modify UI using Dynamic Forms to create intuitive user experience

This ensures better engagement and long-term adoption.

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9. Scenario: Case Assignment Logic

Question:
Support Cases should auto-assign based on skill set and workload. How do you configure this?

Answer:
I would set up:

• Omni-Channel Routing

• Presence Status

• Routing Config + Skills-based Assignment

• Case Assignment or Flow-based routing logic

This improves operational efficiency and balanced workload management.

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10. Scenario: Cloning Record With Child Records

Question:
Users need a Clone button that copies an Account along with its related Contacts and Notes. How would you implement this?

Answer:
Since the standard Clone button doesn’t clone related records, I would:

• Build a Screen Flow or Record-Triggered Flow

• Get related records

• Loop through them

• Create cloned child records and link them to the new Account