Salesforce Administrator Certification
Exam – Salesforce Admin Certification –
Complete Exam Preparation Notes
Introduction:
This document contains comprehensive study notes and exam-
focused questions and answers covering the full scope of the
Salesforce Administrator Certification. It includes detailed
explanations of core Salesforce concepts such as security
models, objects, automation, reports and dashboards,
workflow, approvals, data management, and platform
capabilities, making it suitable as complete exam preparation
material.
Exam Questions and Answers:
Channels -Answer:-The different ways your customers can
reach out to your company are called channels, and they can
include something as traditional as a phone number to
something as revolutionary as video conferencing on a mobile
app.
,Accounts -Answer:-Accounts are the companies you're doing
business with. You can also do business with individual people
(like solo contractors) using something called Person Accounts.
Contacts -Answer:-Contacts are the people who work at an
Account.
Leads -Answer:-Leads are potential prospects. You haven't yet
qualified that they are ready to buy or what product they need.
You don't have to use Leads, but they can be helpful if you
have team selling, or if you have different sales processes for
prospects and qualified buyers.
leads are your prospects who've expressed interest in your
product, but you haven't yet qualified to buy.
Opportunities -Answer:-Opportunities are qualified leads that
you've converted. When you convert the Lead, you create an
Account and Contact along with the Opportunity.
opportunities are leads that are qualified to buy.
Review delegated administration -Answer:-
,Review Reports and Dashboards -Answer:-
App -Answer:-a little more than a container for all of the
objects, tabs, and other functionality that drives a business
process.
Currency fields, Checkboxes -Answer:-Once fields are defined
are checkbox or currency data types, they cannot be changed
to any other type.
Currency: The length of the currency field corresponds to the
number of digits to the left of the decimal point.
An additional Decimal Places field handles the number of digits
that should be displayed to the right.
Page layout -Answer:-Controls the position and organization of
the fields and related lists that are visible to users when
viewing a record.
Control visibility and edit ability of the fields on a record. In
page layouts, can set fields as read-only or hidden, can control
which fields require users to enter a value and which don't.
, Should never be used to restrict access to sensitive data that a
user shouldn't view or edit as users can still access that field
through other parts of the app, such as reports or through API.
Compact layout -Answer:-Used to display a record's key fields
at a glance. Using this, you can indicate which fields should
appear in a record's highlights area.
Relationship Custom Fields -Answer:-Lookup Relationship:
Creates a simple relationship between two objects (many to
one). The object with the lookup relationship field is the many
record and the reference object is the one record. Many lookup
relationship fields can be on a single object.
Master-detail relationship: creates special parent-child
relationship between objects: the object on which the master-
detail relationship field is created is the child or "detail", and
the object referenced in the field is the parent or "master".
Ownership and sharing are determined by the master record.
This is a required field on the detailed record.
Exam – Salesforce Admin Certification –
Complete Exam Preparation Notes
Introduction:
This document contains comprehensive study notes and exam-
focused questions and answers covering the full scope of the
Salesforce Administrator Certification. It includes detailed
explanations of core Salesforce concepts such as security
models, objects, automation, reports and dashboards,
workflow, approvals, data management, and platform
capabilities, making it suitable as complete exam preparation
material.
Exam Questions and Answers:
Channels -Answer:-The different ways your customers can
reach out to your company are called channels, and they can
include something as traditional as a phone number to
something as revolutionary as video conferencing on a mobile
app.
,Accounts -Answer:-Accounts are the companies you're doing
business with. You can also do business with individual people
(like solo contractors) using something called Person Accounts.
Contacts -Answer:-Contacts are the people who work at an
Account.
Leads -Answer:-Leads are potential prospects. You haven't yet
qualified that they are ready to buy or what product they need.
You don't have to use Leads, but they can be helpful if you
have team selling, or if you have different sales processes for
prospects and qualified buyers.
leads are your prospects who've expressed interest in your
product, but you haven't yet qualified to buy.
Opportunities -Answer:-Opportunities are qualified leads that
you've converted. When you convert the Lead, you create an
Account and Contact along with the Opportunity.
opportunities are leads that are qualified to buy.
Review delegated administration -Answer:-
,Review Reports and Dashboards -Answer:-
App -Answer:-a little more than a container for all of the
objects, tabs, and other functionality that drives a business
process.
Currency fields, Checkboxes -Answer:-Once fields are defined
are checkbox or currency data types, they cannot be changed
to any other type.
Currency: The length of the currency field corresponds to the
number of digits to the left of the decimal point.
An additional Decimal Places field handles the number of digits
that should be displayed to the right.
Page layout -Answer:-Controls the position and organization of
the fields and related lists that are visible to users when
viewing a record.
Control visibility and edit ability of the fields on a record. In
page layouts, can set fields as read-only or hidden, can control
which fields require users to enter a value and which don't.
, Should never be used to restrict access to sensitive data that a
user shouldn't view or edit as users can still access that field
through other parts of the app, such as reports or through API.
Compact layout -Answer:-Used to display a record's key fields
at a glance. Using this, you can indicate which fields should
appear in a record's highlights area.
Relationship Custom Fields -Answer:-Lookup Relationship:
Creates a simple relationship between two objects (many to
one). The object with the lookup relationship field is the many
record and the reference object is the one record. Many lookup
relationship fields can be on a single object.
Master-detail relationship: creates special parent-child
relationship between objects: the object on which the master-
detail relationship field is created is the child or "detail", and
the object referenced in the field is the parent or "master".
Ownership and sharing are determined by the master record.
This is a required field on the detailed record.
