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Salesforce Admin
| Question | Answer |
|---|---|
| What are Bolt Solutions? | Ready-made solutions for communities. |
| What are Flow Solutions? | They are ready-made solutions to connect with third-party systems based on Flow Actions. |
| How long are deleted records stored in the Recycle Bin? | 15 days |
| How long are Salesforce Ids | 15 or 18 digits |
| How long is the Salesforce ID that is displayed in the UI? | 15 digits |
| How long is the Salesforce ID that is produced by Data Loader exports? | 18 digits |
| Which ID length is recommended for data imports? | 18 digits |
| How many custom fields can be used as external IDs on an object? | 25 |
| What tool is used to transfer multiple accounts, leads and custom objects from one user to another? | Mass Transfer Tool |
| How can you notify a user that you have transferred a record to them? | "Send Notification Email" checkbox |
| What do you use to define criteria for finding potential duplicate records? | Matching Rules |
| What defines what happens when duplicate records are found? | Duplicate Rules |
| What are your options if you allow duplicate records to be saved? | Send a notification to the user and/or include the duplicate in a report. |
| Will duplicate rules run when a record is restored from "undelete"? | No |
| How can you run a Duplicate Job? | From "Duplicate Jobs" in Setup. |
| What is the storage limit for the Recycle Bin? | 25 times the organization storage in MB |
| What are the two types of Storage in SF? | Data storage and File storage. |
| How much storage does a single record consume? | 2KB |
| What are the two types of calendars in SF? | Personal and Public |
| When a Group Task is assigned, is a separate copy of the task assigned to each user? | Yes |
| What is the maximum number of users a Group Task can be assigned to? | 100 |
| What are the two types of Activities in SF? | Tasks and Events |
| Can recurrence be set on both tasks and events? | Yes |
| Which related list tracks both Tasks and Events? | Open Activities |
| Which related list tracks Closed Tasks, Past Events, and Sent Emails? | Activity History |
| Which buttons an be used to copy tasks and events? | "Create Follow-Up Task" and "Create Follow-Up Event" |
| Are manager's able to see their team's tasks? | Yes |
| What are the two options for default activities view? | Related Lists or Activities Timeline |
| Can a user grant access to their calendar to another specific user? | Yes |
| What is the maximum number of items on a calendar? | 150 |
| Does Salesforce support recurring events? | Yes |
| What is a Chatter File? | A file of up to 2 GB that is attached to a post or comment. |
| How can a user track records or users with Chatter? | By "following" the record or user. |
| How can you collaborate with a collection of people in Chatter? | By using Chatter Groups. |
| How can you have secure and private messages with other users on Salesforce? | By using Chatter Messages. |
| What are the two main methods to mass import data into SF? | Data Loader and Data Import Wizard |
| Can Data Import Wizard catch duplicates? | Yes |
| Should Data Import Wizard be used by end users in addition to admins? | Yes |
| Are Cases supported by Data Loader? | Yes |
| Are Cases supported by Data Import Wizard | No |
| Do you need sharing rules to grant access to other users data at the same level of the role hierarchy? | Yes |
| Can workflow rules do record creation? | No |
| What is the maximum number of child objects that can be included in custom report types? | 3 |
| Do a Contact's tasks show up in the Account related to the Contact? | Yes |
| What is the range for session timeout values? | 15 minutes to 24 hours |
| Is "Grant access using hierarchies" always enabled for standard objects? | Yes |
| Is "Grant access using hierarchies" always enabled for custom objects? | No |
| Can Tasks be created within Chatter feeds? | Yes |
| Is there a workflow criterion for when a record is merged? | No |
| Is there a workflow criterion for when a record is deleted? | No |
| What will happen if the Currency field is left blank on a record but Multi-currency is enabled? | The personal currency of the user will be used. |
| What is the maximum number of leads that can be captured per day using Web-to-Lead? | 500 |
| Is Salesforce's mass email capability intended for email marketing campaigns? | No |
| Can "unique" fields be either case sensitive of insensitive? | Yes |
| Is it possible for an approver to edit a record that has been locked by an approval process? | Yes |
| Which tool is better to use for scheduled imports, Data Loader or Data Import Wizard? | Data Loader |
| What is the maximum number of records the Data Loader can import? | 5 million |
| What is the maximum number of records the Data Import Wizard can import? | 50,000 |
| Which tool supports a "Hard Delete" option, Data Loader or Data Import Wizard? | Data Loader |
| Is running workflow rules optional for Data Loader? | No |
| Is running workflow rules optional for Data Import Wizard? | Yes |
| Which tool has an option to detect duplicates, Data Loader or Data Import Wizard? | Data Import Wizard |
| Does Data Import Wizard support exporting data? | No |
| What Data Loader option can be selected to include recycled records in a data export? | "Export all" |
| What tool is used to import SF Knowledge articles? | Import Articles tool |
| What are the 3 main ways to export data from Salesforce? | Reports, Data Loader, Data Export Service |
| Which is the best tool for exporting all records for an object? | Data Export Service |
| Does the Data Export Service support exporting data from a Sandbox environment? | No |
| Which permission is needed to export data from Reports;/ | "Export Reports" |
| Does Data Loader support writing SOQL queries to filter data? | Yes |
| Which data export tool should be used when you need to export data from frequently than on a weekly basis? | Data Loader |
| Is a due date required on a Task? | No |
| Does a Event need a duration? | Yes |
| Do Activities need to be related to a SF record? | No |
| Can multi-day events be enabled/disabled? | Yes |
| Can you create polls with Chatter? | Yes |
| Can Chatter posts be bookmarked? | Yes |
| Can Files and Links be associated with Chatter Posts? | Yes |
| Are Topic creation and viewing fully supported in Lightning? | No |
| Which tool is used to create Chatter notifications? | Notification Builder |
| Which license should be used for sharing Chatter Groups with customers? | Chatter External |
| What is the maximum number of fields that can be tracked using Chatter Feed Tracking? | 20 |
| What are the four standard Chatter Publisher actions? | Post, File, Link, Poll |
| Can you create custom Chatter Publisher actions? | Yes |
| Do you need to ask the owner permission to join a public Chatter Group? | No |
| Do you need to ask the owner permission to join a private Chatter Group? | Yes |
| What type of Chatter Group does NOT appear in search results? | unlisted |
| In what type of Chatter Group can only the group owner and manager create posts? | broadcast group |
| Can both records AND users be followed with Chatter? | Yes |
| Does feed tracking need to be enabled for users to get field update notifications on a record that they are following? | Yes |
| What determines which records and fields can be used in a Report? | Report Type |
| What is the maximum number of Reports that a user can subscribe to? | 5 |
| What are the four types of Report formats? | Tabular, Matrix, Joined, Summary |
| Which report format consists of a list of records? | Tabular |
| Which report format consists of a list of records with grouping and subtotal information? | Summary |
| Which report format allows records to be grouped by rows AND columns? | Matrix |
| Which report type allows for viewing different types of information side-by-side in the same report? | Joined |
| Can charts be used with Tabular reports? | No |
| Can fields be summarized (AVG, MIN, MAX, SUM) in a Tabular report? | Yes |
| Can Summary reports be used for dashboard components? | Yes |
| What is the maximum number of grouping levels that can be used in a Summary report? | 3 |
| How many levels of summarization can be used with Matrix reports? | 2 |
| What report format is best for comparing related totals and analyzing large amounts of information? | Matrix |
| Which report format can contain information from multiple report types? | Joined |
| What is a a Joined report? | Separate reports in blocks that can optionally be linked by common fields. |
| What is the maximum number of blocks that can be added to a Joined report? | 5 |
| How many Row-Level Formulas can be included in a report? | 1 |
| What is the maximum number of unique fields that can be referenced in a Row-Level formula? | 3 |
| Do dashboard components support Row-Level formulas? | Yes |
| What is a "Bucket" field? | A report field that maps ranges to named values. |
| What are the four ways a user can be notified about a report? | App Notification, Chatter Post, Email, Custom Action |
| Is Conditional Highlighting available in Tabular Reports? | No |
| What are the four options to summarize a report column? | Average, Sum, Min, Max |
| What two values can be used in Field History reports to track changes? | "Old Value" and "New Value" |
| What is the maximum number of records that can be returned in a joined report? | 10,000 |
| Do emailed report notification recipients see the report data as if they are the running user? | No- the data is from the perspective of the report owner. |
| What three things can report subscriptions be based on? | User, group, or role. |
| Can reports be exported to Microsoft Excel format? | Yes |
| Do page layouts impact record visibility in reports? | No |
| Do users need access to a Report Folder in order to see a report inside? | Yes |
| True or false; if the sharing model is "Public Read/Write" or "Public Read-Only" then all users will see the same records for a given report. | True |
| If the sharing model for an object is "private", what records will a user see in a report/ | Records that they own, records that are shared with them via sharing rules or manual sharing, and records owned by users below them in the role hierarchy. |
| What can Report Folders be shared to? | Users, public groups, or roles. |
| Can a user's default personal report folder be shared? | No |
| What is the maximum number of dashboard components that can be displayed? | 20 |
| Can a dashboard be set to refresh periodically? | Yes |
| True or False; dashboards can NOT be embedded in the home page. | False- The first row of the dashboard can be embedded in the home page. |
| Which permission does a user need to create, edit, and delete dashboards? | Manage Dashboards in public folders |
| What is a "Dynamic Dashboard"?; | A dashboard that is run as the logged-in user. |
| What is the "Running User" for a dashboard? | A user that the dashboard will be run as. |
| Where can you set the default locale? | The Company Information page. |
| Can users override the company default localte? | Yes |
| What are the three levels of SF language support? | Fully-Supported, End-User, and Platform |
| What can be translated with a Fully-Supported language? | All Salesforce features. |
| What can be translated with End-User languages? | All standard object fields and pages. |
| What can be translated with Platform languages? | Possible to provide translations for customizations and standard fields. |
| Can you deactivate a language that is in use by the company or an end-user? | No |
| Can users set their own timezone? | Yes |
| Where can you set the Organization Default Timezone? | The Company Information page. |
| Are date and time fields displayed according to the Organization Default Timezone or the User Timezone? | The User Timezone, if it is populated. |
| Where can you set an organization's default currency? | The Company Information page. |
| True or False; currencies must first be activated before they can be used. | True |
| What feature can be used to calculate exchange rates at the time of opportunity close? | Dated Exchange Rates |
| Can multi-currency be disabled once activated? | No |
| What are Feature Licenses? | Feature licenses grant access to additional features that are not included in the standard license. |
| True or False; Holidays are included when calculating Case escalation times. | False |
| True or False; Custom fiscal years can be defined with custom periods. | True |
| Can a custom fiscal year be reverted back to standard? | No |
| Where can API usage be monitored? | The Company Information page. |
| What types of fields cannot be searched? | Encrypted, formula, and lookup fields. |
| Is field-level security enforced in search results? | Yes |
| True or False; Chatter must be enabled to use Global Search. | True |
| How can you search more than the default fields for lookup search? | By enabling Enhanced Lookup. |
| What is the maximum number of fields on a search layout? | 10 |
| Do search layout settings apply to all users? | Yes |
| What is the maximum number of fields that can be displayed in a custom list view? | 15 |
| True or False: The Home Page layout can be customized for each profile. | True |
| What is a Sales Process? | A custom set of stages an Opportunity must pass through during the lifecycle from open to closed. |
| What should a user do if a customer wishes to cancel part of their order? | Create a reduction order. |
| What feature is used to divide commission between Account team members? | Opportunity Splits |
| What standard object is used to produce a sales forecast? | Opportunity |
| What is the key field to track an opportunity as it advances? | Stage |
| True or False; Each Opportunity Stage is mapped to a type defining if that stage means the opportunity is open or closed. | True |
| True or False; Each Opportunity Stage is mapped to a probability that is used to forecast sales. | True |
| How is Expected Revenue calculated on the Opportunity? | The amount is multiplied by the stage's probability. |
| True or False; A Sales Process must be assigned to at least one record type in order to be used. | True |
| What are the two types of forecasting supported by Salesforce? | Collaborative Forecasting and Customizable Forecasting. |
| True or False; Opportunity Stages must be mapped to Forecasting Categories before Forecasting can be enabled. | True |
| What feature shows you recent organization setup changes? | Setup Audit Trail |
| How many recent changes does Setup Audit Trail show? | 20 |
| Are login hours restrictions set at the profile level or the organization level? | profile level |
| Do profiles control individual record access? | No |
| Do profiles control Apex class access? | Yes |
| Do profiles control Object CRUD access? | Yes |
| True or False; the System Administrator profile overrides all sharing settings? | True |
| True or False; New profiles must be cloned from another profiles. | True |
| What are the five options for object sharing settings? | 1.Public Read/Write/Transfer 2.Public Read/Write 3.Public Read Only 4. Controlled by Parent 5. Private |
| Where do you go to change an object's sharing model? | Setup->Sharing Settings |
| Where do you go to create Sharing Rules? | Setup->Sharing Settings |
| What are the two Sharing Rule Types? | "Based on record owner" and "Based on criteria" |
| What SF feature can be used to group users with different profiles? | Public Groups |
| What are the three types of user groups you can set up a sharing rule with? | Public Groups, Roles, or Roles and Subordinates |
| True or False; Roles can open up access to MORE than was set in the user's profile. | False |
| True or False; Roles can NOT restrict access MORE than the user profile. | True |
| True or False; Sharing is about OTHER people's records. You will always see your own (and your employees') records. | True |
| True or False; Sharing Rules only operate per OBJECT. | True |
| True or False; In the case of conflict between security controls, the LEAST permissive control "wins." | False |
| True or False; In the case of conflict between security controls, the MOST permissive control "wins." | True |
| If an object's sharing model is Private, what permission do you need to set for the object on the user's profile to allow them to view/create/edit ANY of the object's records? | Modify All |
| True or False; Object CRUD operations defined on a profile apply only to records that a user owns or that have been shared with them? | True |
| True or False; Object CRUD operations defined on a profile apply to ALL records regardless of ownership. | False |
| What is a Support Process? | A set of Statuses that are associated with a specific Case record type. |
| Are page layouts set on the profile/ | Yes |
| What is a Content Library? | A way to organize files and grant access to users. |
| What is the maximum number of Content Libraries an org can have? | 2,000 |
| True or False; It is possible to share individual email templates. | False |
| True or False; If an email template folder is shared, the permissions automatically apply to all subfolders. | True |
| True or False; Password policies can be defined at the profile level? | True |
| True or False; Password policies can NOT be defined at the organization level? | False |
| What are the four Security Health Check level.s | High Risk, Medium Risk, Low Risk, Informational |
| True or False; There is an individual "View Health Check" permission on the user profile. | True |
| What permission is required to see Setup information? | "View Setup and Configuration" |
| What are the three sharing settings available on Price Books? | "Use", "View Only" and "No Access" |
| What does the "Use" sharing setting on Price Books mean? | Any user can view and add the Pricebook to an Opportunity. |
| Which checkbox on a profile controls whether or not users can see a given app? | "Visible" |
| Can System Administrators generate temporary verification codes for users? | Yes |
| Which standard profile allows users to only view standard object records? | Read Only |
| Can you set fields to "Read-Only" on a page layout? | Yes |
| Do Trusted IP Ranges restrict logins from IPs outside of the range? | No |
| True or False; Report folder sharing is at the root level? | True |
| True or False; Report folder sharing works at the subfolder level? | False |
| True or False; Password policies can be managed at BOTH the profile and the organization leve. | True |
| True or False; Login hours can be restricted at the organization level. | False |
| True or False; Standard profiles can be modified. | False |
| True or False; Public groups support adding users by profile. | False |
| True or False; Public groups support adding users by other public groups. | True |
| True or False; Public groups can include users assigned to specific territories. | True |
| True or False; It is possible to set a default record type using a permission set. | False |
| Where is the default record type set? | On the user profile. |
| Where is the option to use the default record type for new records set? | User Settings |
| What are the three options an Administrator can set for when a user logs out? | Standard Login Page, Custom Logout Page, SSO Login Page |
| True or False; By default, a user's password must include at least 8 characters. | True |
| True or False; An new verification is blocked until a user responds to the confirmation email for the new verification method. | False |
| What happens if an IP Address is not within the Trusted IP Range? | User needs security token or two-factor auth. |
| True or False; Session timeouts can be set at BOTH the organization and the profile level? | True |
| True or False; "Public Read/Write/Transfer" sharing model is only available for Cases and Leads. | True |
| True or False; Campaign Members can be associated with Person Accounts. | True |
| Which Opportunity Workspace feature can be used to send an email related to the Opportunity? | The Activity Composer |
| True or False; The default Lead creator for web-created leads can NOT be specified. | False |
| How is Campaign ROI calculated in SF? | (Total Amount of Won Opportunities - Actual Cost)/Actual Cost |
| True or False; A default Opportunity Team can be defined in the User Settings. | True |
| True or False; A default Opportunity Team can be added with one click. | True |
| True or False; Macros can be used to assist in the creation of new records. | False |
| True or False; The Opportunity Sales Path can be configured to show key fields relevant to each stage of the selling process. | True |
| Which feature gives users timely, account-relevant information from US sources? | The "News" feature |
| True or False; You need a LinkedIn Ad Account in order to use the LinkedIn Lead Gen feature. | True |
| True or False; Salesforce has an OOB form that can be used to gather LinkedIn Lead information. | True |
| How many standard pricebooks can an organization have? | 1 |
| How many custom pricebooks can an organization have? | unlimited |
| What feature is used to track the amount of a product delivered over time? | Quantity Schedule |
| What feature is used to track the amount billed for a purchase over time? | Revenue Schedule |
| True or False; You can set a content delivery expiration date. | True |
| True or False; The Lightning Dialer only supports outgoing calls. | False |
| True of False; Custom fields on the Lead object can NOT be mapped to standard fields on the Opportunity Object. | True |
| What setting must be checked on Email Templates in order of them to be used? | "Available for User" |
| Which are the only objects that support assignment rules? | Cases and Leads |
| True or False; When using External Email Services, emails look like they were sent from the user's gmail or outlook account? | True |
| Do Content Deliveries need to be enabled? | Yes |
| True or False; Macros can be run on List Views. | False |
| True or False; Macros are supported on all standard and custom objects. | False |
| True or False; There is an "Active" checkbox on the Product. | True |
| True or False; There is an "Active" checkbox on Price Book Entries. | True |
| True or False; A partner user can NOT be part of an Opportunity Team. | False |
| True or False; An Account and Contact are created from Lead conversion IF an Account/Contact don't already exist with that name. | True |
| True or False; Creating an Opportunity on Lead conversion is optional. | True |
| What is the Opportunities Kanban sorted by? | Opportunity Stage |
| True or False; Custom fields can NOT be added to the Content object. | False |
| True or False; Even though there can only be one auto-response rule, there can be multiple rule entries. | True |
| Which action allows users to send an email to all members of a Lead list view, Contact List view or Campaign Member list. | "Send List email" |
| What permission is required to modify converted Leads? | "View and Edit Converted Leads" |
| True or False; Standard picklists can be used as the dependent field in a field dependency. | False |
| True or False; Multi-select picklists can be used as the dependent field in a field dependency. | True |
| True or False; A business process can be related to multiple record types. | True |
| True or False; "Contacts to Multiple Accounts" must be enabled manually before a Contact record can be associated to multiple accounts. | True |
| True or False; Different picklist field values can be displayed for different record types. | True |
| True or False; Different lightning record pages can be displayed for different record types. | True |
| What four standard objects support business processes? | Lead, Solution, Opportunity, and Case |
| Can help text be added to a field with a page layout? | No- it must be added in the field definition. |
| True or False; Paths can be configured per record type. | True |
| True or False; Lookup filters are optional. | False |
| True or False; Generally speaking, Lightning components can be resized on the Lightning page layout. | False |
| True or False; Standard Case Statuses can NOT be deleted. | False |
| True or False; Field history data is preserved for a limited amount of time after a field is deleted. | True |
| True or False; Salesforce processes assignment rules in order until it finds matching criteria. | True |
| What should you modify to change the fields displayed in the "Recent" view of an object's home page? | Search layouts. |
| True or False; Checkbox fields can be used as the controlling field in a dependent picklist. | True |
| True or False; Both standard and custom fields can be used as the controlling field for a dependent picklist. | True |
| Name the two types of fields that can be used as the controlling field in a dependent picklist. | Checkbox, Picklist |
| True or False; A Multi-Select picklist can be used as the controlling field for a dependent picklist. | True |
| What permission does a user need to have in order to share List Views? | |
| True or False; A custom record page needs to be activated before it is available to users. | True |
| True or False; Paths can NOT be created on campaign records. | False |
| True or False; You can change the type of a lookup relationship to master-detail EVEN if the lookup field is NOT fully populated. | False - The lookup field must be populated on all records before a change. |
| True or False; You can change the field length of a standard field. | False |
| True or False; Required fields cannot be hidden and are automatically added to every page layout. | True |
| True or False; The Account object can be used to represent competitors. | True |
| When a field is undeleted, is the field data restored? | Yes |
| True or False; An Account's Contacts will be deleted when the Account is deleted. | True |
| True or False; Business processes can be created for the Campaign object. | False |
| True or False; Master records can have a different owner from detail records. | False |
| True or False; Any filters applied to the dashboard are NOT applied to the emailed dashboard. | True |
| True or False; The person under "View Dashboard as" determines what data is displayed in a dashboard. | True |
| What permission allows a dashboard viewer to run the dashboard as any user? | "View All Data" |
| What are the two types of reports that can be used to create a reporting snapshot? | Summary and Tabular |
| What button allows a user to download the details of a report? | "Export" |
| How do you get to the Data Export function/ | Setup->Data Export |
| True or False; Unjoined reports can be converted into joined reports. | True |
| What are the time periods that you can periodically refresh a dashboard? | Daily, Weekly, Monthly |
| What is the maximum number of components that can be included on a dashboard? | 20 |
| Which types of fields can NOT be added to a report type? | Product Schedule fields, History fields, and the Age field on Cases and Opportunities |
| True or False; You can modify report subscription settings during report creation. | False |
| True or False; End users can subscribe to report notifications based on conditions and frequency. | True |
| True or False; Formatted reports are always exported as xlsx | True |
| True or False; Newly-created fields are automatically added to the standard report types for that object. | True |
| True or False; Newly-created fields are automatically added to the custom report types for that object. | False |
| True or False; Recipients of report subscription emails MUST be Salesforce users. | True |
| Do Big Deal Alerts need to be activated? | Yes |
| Which two Opportunity values factor into whether or not a Big Deal Alert is sent? | Amount and Probability |
| Are Big Deal alert notifications based on an email template or an Opportunity layout? | Opportunity Layout |
| True or False; Sales Console is included by default. | True |
| How often is the tab configuration saved for Sales Console saved? | Every minute |
| True or False; the Sales console utility bar is available on almost every page. | True |
| What do app Navigation Rules do? | They determine whether to open a related record in addition to the primary record. |
| True or False; Macros are supported for ALL custom objects. | True |
| Which Campaign Influence model attributes 100% credit to the Primary Campaign. | Primary Campaign Source |
| Which record stores information about how a Campaign impacted an Opportunity? | Campaign Influence |
| What is a Compact Layout? | A compact layout is a layout that displays only a record's key fields for both Salesforce Mobile and Lightning. |
| How many fields can an un-expanded Compact Layout show? | 10 |
| Which four field types are NOT supported by Compact Layout? | Text Area, Long Text Area, Rich Text Area, Multi-Select Picklist |
| True or False; Changes made to a Compact Layout are reflected in BOTH mobile and lightning. | True |
| True or False; Data should be de-duplicated PRIOR to import. | True |
| True or False; Queues can be configured to send notification emails to members. | True |
| What are the three evaluation options for workflows? | 1) Created 2) Created and Edited 3) Created and Edited Subsequently to meet criteria |
| True or False; Approval processes can execute time-based actions. | False |
| True or False; Approvals can be accepted/rejected via email | True |
| True or False; Approvals can NOT be accepted/rejected in the Salesforce app. | False |
| True or False; Approvals can be accepted/rejected via Chatter | True |
| Where is a Delegated Approver specified? | In the User Settings |
| What is the only type of record that a Workflow is able to create? | Task |
| True or False; Auto-launched flows can be scheduled directly. | True |
| What are the two approval process approver settings? | First Approval and Unanimous |
| Which setting enables users to expand and contract sections of the page layout? | "Enable Collapsible Sections" |
| True or False; An admin can enable separate loading of related lists. | True |
| Which page shows system limits? | System Overview page |
| Which feature must be enabled to create Dated Exchange rates? | Advanced Currency Management |
Created by:
nationmaster