Trigger Scenario Based Questions in Salesforce

Embarking on the Salesforce journey means understanding Trigger Scenario-Based Questions in Salesforce. Think of these scenarios as the power behind the scenes, making sure Salesforce responds smartly to data changes and performs specific actions. In this blog, we’ll dive into how big players like TCS, Amazon, PwC, etc., use trigger scenarios in real life.

Whether you’re a seasoned developer prepping for a Salesforce interview or a beginner wanting to boost your tech skills, this blog is your go-to guide. We’ll spill the beans on the kinds of questions you might face and show you how trigger scenarios work in the real world of top companies. Get ready to unlock the secrets of trigger scenario questions and level up your Salesforce game. Let’s dive in!

TCS Trigger Interview Question –

Business Use Case: A Sales Organization wants to track the largest Opportunity associated with each of its Accounts. This information could be used to prioritize sales efforts, allocate resources, or identify opportunities for cross-selling or upselling.

Pre Work: Create a Custom field on Account Object named maxOpp__c (Text) to store Opportunity Name.

Trigger


trigger maxTrg on Opportunity (after insert, after Update, after Delete, after Undelete)
{
if(trigger.isAfter && trigger.isUpdate)
{
trgHandler.trgMethod(trigger.new,trigger.oldMap);
}

else if(trigger.isAfter && trigger.isDelete)
{
trgHandler.trgMethod(trigger.old,null);
}

else
{
trgHandler.trgMethod(trigger.new,null);
}
}

Handler Class

public class trgHandler
{
public static void trgMethod(List<Opportunity> oppList,Map<Id,Opportunity> oldMap)
{
Set<Id> parentIds = new Set<Id>();

if(!oppList.isEmpty())
{
for(Opportunity newOpp : oppList)
{
if(oldMap != null)
{
Opportunity oldOpp = oldMap.get(newOpp.Id);

if(oldOpp.AccountId != newOpp.AccountId)
{
parentIds.add(oldOpp.AccountId);
parentIds.add(newOpp.AccountId);
}
else
{
parentIds.add(newOpp.AccountId);
}
}
else
{
parentIds.add(newOpp.AccountId);
}
}
}

if(!parentIds.isEmpty())
{
List<Account> accList = [Select maxOpp__c,(Select Name,Amount from Opportunities where Amount != null
order by Amount desc limit 1) from Account where Id IN : parentIds];
List<Account> listToUpdate = new List<Account>();

if(!accList.isEmpty())
{
for(Account acc : accList)
{
if(!acc.Opportunities.isEmpty())
{
acc.maxOpp__c = acc.Opportunities[0].Name;
listToUpdate.add(acc);
}
else
{
acc.maxOpp__c = '';
listToUpdate.add(acc);
}
}
}
if(!listToUpdate.isEmpty())
{
update listToUpdate;
}
}
}
}

Video Explanation –

AMAZON Trigger Interview Question –

Business Use Case: Your Company ABC Corp. wants to keep track of the highest and lowest salaries paid by each of its tech firms to gain insights into how salaries are distributed across different parts of the organization and take appropriate actions to ensure that employee salaries are fair and equitable.

Pre Work: You need to create 2 Custom Objects . Object – 1 : Tech_Firm__c Fields : Max_Salary__c (Currency) , Min_Salary__c (Currency)

Object – 2 : Employee__c Fields : Salary__c (Currency) , Tech_Firm__c (Lookup)

Trigger

trigger updateSalary on Employee__c (after insert,after Update,after Delete,after Undelete)
{
if(trigger.isAfter && trigger.isUpdate)
{
trgHandler.trgMethod(trigger.new,trigger.oldMap);
}

else if(trigger.isAfter && trigger.isDelete)
{
trgHandler.trgMethod(trigger.old,null);
}

else
{
trgHandler.trgMethod(trigger.new,null);
}
}

Handler Class

public class trgHandler
{
public static void trgMethod(List<Employee__c> empList,Map<Id,Employee__c> oldMap)
{
Set<Id> parentIds = new Set<Id>();

if(!empList.isEmpty())
{
for(Employee__c newEmp : empList)
{
if(oldMap != null)
{
Employee__c oldEmp = oldMap.get(newEmp.Id);

if(oldEmp.Tech_Firm__c != newEmp.Tech_Firm__c)
{
parentIds.add(oldEmp.Tech_Firm__c);
parentIds.add(newEmp.Tech_Firm__c);
}
else
{
parentIds.add(newEmp.Tech_Firm__c);
}
}
else
{
parentIds.add(newEmp.Tech_Firm__c);
}
}
}

List<AggregateResult> aggrList = [Select Tech_Firm__c tfId, max(Salary__c) maxSalary, min(Salary__c) minSalary
from Employee__c where Tech_Firm__c IN : parentIds group by Tech_Firm__c];

Map<Id,Tech_Firm__c> mapToUpdate = new Map<Id,Tech_Firm__c>();

for(Id ids : parentIds)
{
Tech_Firm__c tf = new Tech_Firm__c();
tf.Id = ids;
tf.Max_Salary__c = 0;
tf.Min_Salary__c = 0;
mapToUpdate.put(tf.Id,tf);
}

if(!aggrList.isEmpty())
{
for(AggregateResult aggr : aggrList)
{
Tech_Firm__c tf = new Tech_Firm__c();
tf.Id = (Id)aggr.get('tfId');
tf.Max_Salary__c = (Decimal)aggr.get('maxSalary');
tf.Min_Salary__c = (Decimal)aggr.get('minSalary');

mapToUpdate.put(tf.Id,tf);
}
}

if(!mapToUpdate.isEmpty())
{
update mapToUpdate.values();
}
}
}

Video Explanation –

Accenture Trigger Interview Question –

Business Use Case: Let’s say a sales rep is working on an account and marks the “Close_all_Opps__c” field as true. Without this trigger, they would have to manually go through each open opportunity for that account and close them as won, which can be time-consuming and prone to errors. With this trigger in place, the opportunities will be automatically closed as won if they meet the criteria specified in the code.

Pre Work: Create a custom checkbox field on Account named Close_all_Opps__c.

Trigger

trigger closeOppTrg on Account (after Update)
{
if(trigger.isAfter && trigger.isUpdate)
{
trgHandler.trgMethod(trigger.new,trigger.oldMap);
}
}

Handler Class

public class trgHandler
{
public static void trgMethod(List<Account> accList,Map<Id,Account> oldMap)
{
Set<Id> accIds = new Set<Id>();

if(!accList.isEmpty())
{
for(Account ac : accList)
{
if(ac.Close_all_Opps__c == true && oldMap.containsKey(ac.Id) && oldMap.get(ac.Id).Close_all_Opps__c == false)
{
accIds.add(ac.Id);
}
}
}

if(!accIds.isEmpty())
{
List<Opportunity> oppList = [Select Id,AccountId,Stagename from Opportunity where AccountId IN : accIds
and Stagename != 'Closed Won' and Probability >= 70];

List<Opportunity> listToUpdate = new List<Opportunity>();

if(!oppList.isEmpty())
{
for(Opportunity opp : oppList)
{
opp.Stagename = 'Closed Won';
opp.CloseDate = date.today();
listToUpdate.add(opp);
}
}

if(!listToUpdate.isEmpty())
{
update listToUpdate;
}
}
}
}

Video Explanation –

Cognizant Apex Trigger Interview Question –

Business Use Case: Your organization sells products to its customers through opportunities. Each opportunity can have multiple products (Opportunity Line Items) associated with it. The organization wants to keep track of the total number of products sold to each account and display it on the Account record for reporting purposes.

Pre Work: Create a custom field on the Account object named Number_of_Products__c (Number) to count the total number of products related to all Opportunities associated with the Account.

Trigger

trigger grandChildTrg on OpportunityLineItem (after insert,after Delete)
{
if(trigger.isAfter)
{
if(trigger.isInsert)
{
trgHandler.trgMethod(trigger.new);
}
if(trigger.isDelete)
{
trgHandler.trgMethod(trigger.old);
}
}
}

Handler Class

public class trgHandler
{
public static void trgMethod(List<OpportunityLineItem > oliList)
{
Set<Id> oppId = new Set<Id>();
Map<Id,Decimal> oliMap = new Map<Id,Decimal>();
List<Account> listToUpdate = new List<Account>();

if(!oliList.isEmpty())
{
for(OpportunityLineItem oliObj : oliList)
{
oppId.add(oliObj.OpportunityId);
}
}

if(!oppId.isEmpty())
{
List<Opportunity> oppList = [Select Id,AccountId from Opportunity where Id IN : oppId];

if(!oppList.isEmpty())
{
for(Opportunity oppObj : oppList)
{
oliMap.put(oppObj.AccountId,0);
}
}

for(AggregateResult aggr : [Select count(Id) oli, Opportunity.AccountId from OpportunityLineItem where
Opportunity.AccountId IN : oliMap.keyset() group by Opportunity.AccountId])
{
oliMap.put((Id)aggr.get('AccountId'),(Decimal)aggr.get('oli'));
}

for(Id accIds : oliMap.keyset())
{
Account acc = new Account();
acc.Id = accIds;
acc.Number_of_Products__c = oliMap.get(accIds);
listToUpdate.add(acc);
}

if(!listToUpdate.isEmpty())
{
try
{
update listToUpdate;
}
catch(exception ex)
{
System.debug('Error while updating account records-->'+ex.getMessage());
}
}
}
}
}

Video Explanation –

Capgemini Apex Trigger Interview Question –

Business Use Case : Your company XYZ corp. wants to automate the creation of follow-up tasks for sales representatives whenever an opportunity’s stage changes in the Salesforce org.

Trigger

trigger createTaskTrg on Opportunity (after Update)
{
if(trigger.isAfter && trigger.isUpdate)
{
trgHandler.trgMethod(trigger.new,trigger.oldMap);
}
}

Handler Class

public class trgHandler
{
public static void trgMethod(List<Opportunity > oppList,Map<Id,Opportunity> oldMap)
{
Set<Id> oppIds = new Set<Id>();
List<Task> listToUpdate = new List<Task>();
List<Task> listToInsert = new List<Task>();

if(!oppList.isEmpty())
{
for(Opportunity opp : oppList)
{
if(opp.Stagename != oldMap.get(opp.Id).Stagename)
{
oppIds.add(opp.Id);
}
}
}

if(!oppIds.isEmpty())
{
List<Task> tskList = [Select Id,WhatId,Description from Task where WhatId IN : oppIds];

Map<Id,Task> tskMap = new Map<Id,Task>();

if(!tskList.isEmpty())
{
for(Task tsk : tskList)
{
tskMap.put(tsk.WhatId,tsk);
}
}

for(Opportunity oppObj : oppList)
{
if(oppObj.Stagename != oldMap.get(oppObj.Id).Stagename)
{
Task newTask;
if(tskMap.containsKey(oppObj.Id))
{
newTask = tskMap.get(oppObj.Id);
newTask.Description = 'Opportunity '+oppObj.Name +' has been updated to stage "'+
oppObj.StageName+' ". Follow up accordingly';

listToUpdate.add(newTask);
}
else
{
newTask = new Task();
newTask.Subject = 'Follow up on Opportunity '+oppObj.Name;
newTask.Description = 'Opportunity '+oppObj.Name +' has been updated to stage "'+
oppObj.StageName+' ". Follow up accordingly';
newTask.OwnerId = UserInfo.getUserId();
newTask.WhatId = oppObj.Id;
newTask.ActivityDate = Date.today();
newTask.Status = 'Not Started';

listToInsert.add(newTask);
}
}
}
try
{
if(!listToUpdate.isEmpty())
{
update listToUpdate;
}

if(!listToInsert.isEmpty())
{
insert listToInsert;
}
}
catch(exception ex)
{
System.debug('Error while inserting or updating records-->'+ex.getMessage());
}
}
}
}

Video Explanation –

Want to practice more Triggers? Check out more Apex Trigger Scenarios

PWC Apex Trigger Interview Question –

Business Use Case: A sales organization sells multiple products to the same account. The “Number of Products” field on the Account object could be used to track how many different products the company has sold to each account. By updating this field automatically based on the number of Opportunity Line Items related to each Account, sales representatives and account managers can easily view this information in Salesforce and use it to inform their sales and account management strategies.

Pre Work: Create a custom field on the Account object named Number_of_Products__c (Number).

Trigger

trigger countTrg on OpportunityLineItem (after insert,after Delete)
{
if(trigger.isAfter)
{
if(trigger.isInsert)
{
trgHandler.trgMethod(trigger.new);
}

if(trigger.isDelete)
{
trgHandler.trgMethod(trigger.old);
}
}
}

Handler Class

public class trgHandler
{
public static void trgMethod(List<OpportunityLineItem > oliList)
{
Set<Id> oppIds = new Set<Id>();

if(!oliList.isEmpty())
{
for(OpportunityLineItem oli : oliList)
{
oppIds.add(oli.OpportunityId);
}
}

if(!oppIds.isEmpty())
{
List<Opportunity> oppList = [Select Id,AccountId from Opportunity where Id IN : oppIds];
Map<Id,Decimal> countMap = new Map<Id,Decimal>();
List<Account> listToUpdate = new List<Account>();

for(Opportunity opp : oppList)
{
countMap.put(opp.AccountId,0);
}

for(AggregateResult aggr : [Select count(Id),Opportunity.AccountId from OpportunityLineItem where Opportunity.AccountId
!= null and Opportunity.AccountId IN : countMap.keySet() group by Opportunity.AccountId])
{
countMap.put((Id)aggr.get('AccountId'),(Decimal)aggr.get('oli'));
}

for(Id ids : countMap.keySet())
{
Account acc = new Account();
acc.id = ids;
acc.Number_of_Products__c = countMap.get(ids);
listToUpdate.add(acc);
}

if(!listToUpdate.isEmpty())
{
update listToUpdate;
}
}
}
}

Video Explanation –

INFOSYS Apex Trigger Interview Question –

Business Use Case: Automate the assignment of an “Account Rating” to Accounts based on the number of closed Cases associated with each Account.

Trigger

trigger caseTrg on Case(after Insert,after Update,after Delete,after Undelete)
{
if(trigger.isAfter && trigger.isUpdate)
{
triggerHandler.trgMethod(trigger.new,trigger.oldMap);
}
else if(trigger.isAfter && (trigger.isInsert || trigger.isUndelete))
{
triggerHandler.trgMethod(trigger.new,null);
}
else if(trigger.isAfter && trigger.isDelete)
{
triggerHandler.trgMethod(trigger.old,null);
}
}

Handler Class

public class triggerHandler
{
public static void trgMethod(List<Case> newCaseList,Map<Id,Case> oldCaseMap)
{
Set<Id> accIds = new Set<Id>();
Map<Id,Integer> accountCaseCountMap = new Map<Id,Integer>();
List<Account> listToUpdate = new List<Account>();

if(!newCaseList.isEmpty())
{
for(Case newCase : newCaseList)
{
if(oldCaseMap != null)
{
Case oldCase = oldCaseMap.get(newCase.Id);

if(newCase.AccountId != null)
{
accIds.add(newCase.AccountId);
accIds.add(oldCase.AccountId);
}
else if(oldCase.IsClosed != newCase.IsClosed)
{
accIds.add(newCase.AccountId);
}
}
else if(newCase.IsClosed == true)
{
accIds.add(newCase.AccountId);
}
}
}

if(!accIds.isEmpty())
{
for(AggregateResult result : [Select AccountId , Count(Id)caseCount from Case where AccountId IN : accIds
and IsClosed = true group by AccountId ])
{
Id accountId = (Id) result.get('AccountId');
Integer caseCount = (Integer) result.get('caseCount');
accountCaseCountMap.put(accountId,caseCount);
}

List<Account> accList = [Select Id,Rating from Account where Id IN : accIds];

if(!accList.isEmpty())
{
for(Account acc : accList)
{
Integer closedCaseCount = accountCaseCountMap.containsKey(acc.Id) ? accountCaseCountMap.get(acc.Id) : 0;
String accountRating;

if(closedCaseCount > 5)
{
accountRating = 'Hot';
}
else if(closedCaseCount > 2)
{
accountRating = 'Warm';
}
else
{
accountRating = 'Cold';
}

acc.Rating = accountRating;
listToUpdate.add(acc);
}
}
}
if(!listToUpdate.isEmpty())
{
update listToUpdate;
}
}
}

Video Explanation –

Want to practice more Triggers? Check out more
Apex Trigger Scenarios 1
Apex Trigger Scenarios 2
Apex Trigger Scenarios 3
Apex Trigger Scenarios 4
Apex Trigger Scenarios 5

Check this out as well – 30 APEX TRIGGER EXAMPLES

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Trigger Scenario Based Questions in Salesforce

TCS Trigger Interview Question –

Video Explanation –

AMAZON Trigger Interview Question –

Video Explanation –

Accenture Trigger Interview Question –

Video Explanation –

Cognizant Apex Trigger Interview Question –

Video Explanation –

Capgemini Apex Trigger Interview Question –

Video Explanation –

PWC Apex Trigger Interview Question –

Video Explanation –

INFOSYS Apex Trigger Interview Question –

Video Explanation –

Get a complete Roadmap To Learn Salesforce Admin And Development

Badal Chaudhary

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Trigger Scenario Based Questions in Salesforce

TCS Trigger Interview Question –

Video Explanation –

AMAZON Trigger Interview Question –

Video Explanation –

Accenture Trigger Interview Question –

Video Explanation –

Cognizant Apex Trigger Interview Question –

Video Explanation –

Capgemini Apex Trigger Interview Question –

Video Explanation –

PWC Apex Trigger Interview Question –

Video Explanation –

INFOSYS Apex Trigger Interview Question –

Video Explanation –

Get a complete Roadmap To Learn Salesforce Admin And Development

Badal Chaudhary

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2 thoughts on “Trigger Scenario Based Questions in Salesforce”

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