Salesforce Associate Certification Exam
Questions And Answers
KanBan View
can be set to show a graphical view of records in a list view. This view organizes a set of records into
columns to track work at a quick glance.
Table View
This view is the default display option for Salesforce list views
Split View
This view displays Salesforce information with the list on the left and the record detail on the right.
Tab
The starting point for viewing, editing, and entering information for a particular object.
Recycle Bin
View and restore records
Object Manager
A tool that lets admins access object management settings to view and customize standard and
custom objects in your org.
Related List
A section of a record or other detail page that lists items related to that record. For example, the
Stage History related list of an opportunity or the Open Activities related list of a case. This list
includes details and links related to other records.
Formula Field
An algorithm that derives its value from other fields, expressions, or values. This can automatically
calculate the value of a field based on other fields.
Number field
A field that stores only numeric values.
Dynamic Forms
Dynamic forms allow you to display fields and sections on a page layout individually like a component
so that users only get what they need to see.
Roll-up Summary Field
- A custom object field that calculates values from related records or the records in a related list.
-Created to display a value in a master record based on the values of fields in a detail record.
This field type can be defined on Master-Detail relationship only
,Page layouts
This controls the layout and organization of buttons, fields, and related lists on object record pages.
customize the fields that will be displayed on the page. Admins use this to customize the content of
record pages for users.
Useful for different record types when they each require different fields.
Apex Code
Is a strongly typed, object-oriented programming language that allows developers to execute flow
and transaction control statements in the Lightening platform server in conjunction with calls to the
Lightening platform API.
Salesforce Path
You use this to guide users through steps in a business process
Dependent Picklist
Users use this picklist to filter values for one picklist, based on a selection from another picklist or a
checkbox (the controlling value) on the same record.
Default values
An admin controls these values on the picklist in Setup mode.
Schema Builder
Can be used to view the data model as well as create objects, fields, and relationships quickly. A tool
that lets you visualize and edit your data model.
It's a handy tool for introducing your Salesforce customizations to a co-worker or explaining the way
data flows throughout your system.
You can create relationship fields, formula fields, and normal fields in this tool.
Object Relationships
- Master-detail
- Many-to-many
- Lookup
Record Types
Used for different business processes, picklist values, and page layouts for different users based on
profile.
All of these are stored as data fields in the org's database. When you update or create one, the search
engine comes along, makes a copy of the data, and breaks up the content into smaller pieces called
tokens. We store these tokens in the search index, along with a link back to the original ___________.
1. Subcategory of objects.
2. Allows you to offer users different page layouts and picklist values for different business scenarios,
based on their profiles.
3. Allows you to funnel into appropriate workflows/queues.
, Field Types
Examples of this in Salesforce are:
- Formula
- Checkbox
- Date
A salesforce report can include 5 custom formula fields. This limit is hard-coded and cannot be
increased.
How many custom formula fields can a Salesforce report include?
Report folders
Reports are stored in these. You can share reports with users, groups, roles, and territories using
these. If you export a report, it would REMOVE the security of the platform.
Report builder shows a MAXIMUM of 20 rows for summary reports (grouped by rows) and matrix
reports (grouped by columns) and 50 rows for tabular reports (no groupings).
How many rows does Report Builder show for the following:
1) Summary reports
2) Matrix reports
3) Tabular reports
Salesforce Lightening Dashboards
This Salesforce dashboard presents multiple reports side-by-side using dashboard components on a
single dashboard page layout
Reporting Snapshot
This lets you report on historical data. Authorized users can save tabular or summary report results to
fields on a custom object, then map those fields to corresponding fields on a target object. They can
then schedule when to run the report to load the custom object's fields with the report's data.
Joined Report
This report format allows you to view different types of information in a single report. This report can
contain data from multiple standard or custom report types.
Multiple reports can be displayed in this format using blocks where each report can be of a different
report type.
Subscribe and Schedule Report
Allows users to receive refreshed report results by email on a schedule.
Report Filters and Filter Logic
Add up to 20 filters to a report directly in the Filters pane using the Add button or by dragging in fields
from the Preview pane. In addition, use filter logic to link multiple filters using AND, OR, and NOT
operators to create sophisticated conditions and offset priority conditions using parentheses and
nested parentheses.
Dashboard refresh
Load the latest data into a dashboard
Questions And Answers
KanBan View
can be set to show a graphical view of records in a list view. This view organizes a set of records into
columns to track work at a quick glance.
Table View
This view is the default display option for Salesforce list views
Split View
This view displays Salesforce information with the list on the left and the record detail on the right.
Tab
The starting point for viewing, editing, and entering information for a particular object.
Recycle Bin
View and restore records
Object Manager
A tool that lets admins access object management settings to view and customize standard and
custom objects in your org.
Related List
A section of a record or other detail page that lists items related to that record. For example, the
Stage History related list of an opportunity or the Open Activities related list of a case. This list
includes details and links related to other records.
Formula Field
An algorithm that derives its value from other fields, expressions, or values. This can automatically
calculate the value of a field based on other fields.
Number field
A field that stores only numeric values.
Dynamic Forms
Dynamic forms allow you to display fields and sections on a page layout individually like a component
so that users only get what they need to see.
Roll-up Summary Field
- A custom object field that calculates values from related records or the records in a related list.
-Created to display a value in a master record based on the values of fields in a detail record.
This field type can be defined on Master-Detail relationship only
,Page layouts
This controls the layout and organization of buttons, fields, and related lists on object record pages.
customize the fields that will be displayed on the page. Admins use this to customize the content of
record pages for users.
Useful for different record types when they each require different fields.
Apex Code
Is a strongly typed, object-oriented programming language that allows developers to execute flow
and transaction control statements in the Lightening platform server in conjunction with calls to the
Lightening platform API.
Salesforce Path
You use this to guide users through steps in a business process
Dependent Picklist
Users use this picklist to filter values for one picklist, based on a selection from another picklist or a
checkbox (the controlling value) on the same record.
Default values
An admin controls these values on the picklist in Setup mode.
Schema Builder
Can be used to view the data model as well as create objects, fields, and relationships quickly. A tool
that lets you visualize and edit your data model.
It's a handy tool for introducing your Salesforce customizations to a co-worker or explaining the way
data flows throughout your system.
You can create relationship fields, formula fields, and normal fields in this tool.
Object Relationships
- Master-detail
- Many-to-many
- Lookup
Record Types
Used for different business processes, picklist values, and page layouts for different users based on
profile.
All of these are stored as data fields in the org's database. When you update or create one, the search
engine comes along, makes a copy of the data, and breaks up the content into smaller pieces called
tokens. We store these tokens in the search index, along with a link back to the original ___________.
1. Subcategory of objects.
2. Allows you to offer users different page layouts and picklist values for different business scenarios,
based on their profiles.
3. Allows you to funnel into appropriate workflows/queues.
, Field Types
Examples of this in Salesforce are:
- Formula
- Checkbox
- Date
A salesforce report can include 5 custom formula fields. This limit is hard-coded and cannot be
increased.
How many custom formula fields can a Salesforce report include?
Report folders
Reports are stored in these. You can share reports with users, groups, roles, and territories using
these. If you export a report, it would REMOVE the security of the platform.
Report builder shows a MAXIMUM of 20 rows for summary reports (grouped by rows) and matrix
reports (grouped by columns) and 50 rows for tabular reports (no groupings).
How many rows does Report Builder show for the following:
1) Summary reports
2) Matrix reports
3) Tabular reports
Salesforce Lightening Dashboards
This Salesforce dashboard presents multiple reports side-by-side using dashboard components on a
single dashboard page layout
Reporting Snapshot
This lets you report on historical data. Authorized users can save tabular or summary report results to
fields on a custom object, then map those fields to corresponding fields on a target object. They can
then schedule when to run the report to load the custom object's fields with the report's data.
Joined Report
This report format allows you to view different types of information in a single report. This report can
contain data from multiple standard or custom report types.
Multiple reports can be displayed in this format using blocks where each report can be of a different
report type.
Subscribe and Schedule Report
Allows users to receive refreshed report results by email on a schedule.
Report Filters and Filter Logic
Add up to 20 filters to a report directly in the Filters pane using the Add button or by dragging in fields
from the Preview pane. In addition, use filter logic to link multiple filters using AND, OR, and NOT
operators to create sophisticated conditions and offset priority conditions using parentheses and
nested parentheses.
Dashboard refresh
Load the latest data into a dashboard
