Salesforce Admin Certification | Questions and answers
1. What is the maximum file size using the standard interface?: 2gb
2. Queues can be created on what type of objects?: Cases, leads, orders, custom objects, service contracts, &
knowledge article versions
3. What is the difference b/w formula & lookup fields in regards to pulling related data?: formula fields can pull
data from parent records and display on a child record, whereas roll up summary fields collect values from child
records and display them on a parent
4. What components can be selected to display in a Home Page Layout?: Items to Approve, Tasks, Calendar, and
Dashboard Snapshot
5. How does Time-Based Workflow impact my existing records?: Workflow rules are not triggered retroactively. If
you create a rule now, the rules are not applied to previously created records.
6. Are there any restrictions for Time-Based Workflow?: Yes, it's not possible to configure a time-dependent
workflow action that's set to evaluate criteria "Every time a record is created or edited."
7. What "mass" options are available under data management?: transfer/delete rececords, transfer approval
requests, reassign opportunitiy teams, update address- es
8. What objects can Data Import Wizard import?: accounts, contacts, leads, solutions & custom objects. NOT
cases
9. To help prevent duplicates, Salesforce provides Standard Matching Rules for which objects? (select 3):
accounts, leads, contacts
10.True or False: A Lookup Relationship cannot be established between an object and itself, such as a Lookup
Field to Contact on the Contact object.: - Lookup fields link two objects together. You can link an object with itself
(there is an exception to this - you cannot add a Lookup field to User on the User object, but will have to instead use a
Hierarchical field for that scenario)
11.What does Similar Opportunities do?: This feature allows users to find Closed/Won opportunities that match the
attributes of an opportunity they're cur- rently working on, so they can quickly access information that might help them
close their open deals.
12.Which statement is true regarding Record Types?: Users can view records assigned to any record type. As a
result, a page layout is assigned to every record type on a user's profile. A record type assignment on a user's profile or
permission set doesn't determine whether a user can view a record with that record type. The record type assignment
simply specifies that the user can use that record type when creating or editing a record.
, Salesforce Admin Certification | Questions and answers
13.Page layout assignments are specified in profiles only—they're not avail- able in permission sets. (T/F):
When a permission set specifies a custom record
, Salesforce Admin Certification | Questions and answers
type, users with that permission set get the page layout assignment that's specified for that record type in their profile. (In
profiles, page layout assignments are specified for every record type, even when record types aren't assigned.)
14.True or False: The Home tab can be customized to display open tasks.: - True; Calendar views display your
own calendar and coworkers' calendars along with list views of open tasks. On the Home tab, the Calendar section shows
upcoming events, a date picker for the month, and links to other calendar and activity views. You can share your
calendar with coworkers and print calendars and task lists.
15.What components can be customized on the Home Page Layout?: items to approve, tasks, paused flow
interviews, calendar, dashboard snapshot || create new, messages & alerts, tags, recent items, custom links
16.What is a reporting snapshot?: "Reporting snapshots allow users to run reports and save the report results as
records on custom objects. Unlike reports, users can schedule reporting snapshots to summarize data at specific times,
and work with the summarized data similarly to how they work with other records in Salesforce.
17.The benefits of using reporting snapshots include::
18.Running faster reports by reporting on data that is already summarized:
19.Creating dashboards that refresh quickly by associating them with pre-summarized data:
20.Sorting and filtering specific data summaries via list views:
21.Viewing trends in data via custom object records":
22.What type of field is read only that displays the sum, min, or max value of a field in a related list or the
record count of all records listed in a related list?: roll up summary
23.What 4 items display in Open Activities/History?: call, tasks, emails, events
24.When creating a Lookup field that is not required, what are the three valid behavior options you can specify
if the lookup record is deleted? (select
3): delete this record also, clear the value of this field, don't allow deletion of the lookup record that's part of a lookup
relationship
25.Which user is listed in the Case History related list when automated
case actions occur in Salesforce, such as assignment rules, escalation rules, created via web-to-case, etc?:
automated case user
26.When you use Salesforce for Outlook, Lightning Sync, or Email to Sales- force to sync items or add emails
from your email app to Salesforce, any items that these features can't automatically assign to Salesforce records
, Salesforce Admin Certification | Questions and answers
appear in My Unresolved Items. Which of the following types of items will appear in the My Unresolved Items
list? (select 4): tasks, contacts, emails, events
1. What is the maximum file size using the standard interface?: 2gb
2. Queues can be created on what type of objects?: Cases, leads, orders, custom objects, service contracts, &
knowledge article versions
3. What is the difference b/w formula & lookup fields in regards to pulling related data?: formula fields can pull
data from parent records and display on a child record, whereas roll up summary fields collect values from child
records and display them on a parent
4. What components can be selected to display in a Home Page Layout?: Items to Approve, Tasks, Calendar, and
Dashboard Snapshot
5. How does Time-Based Workflow impact my existing records?: Workflow rules are not triggered retroactively. If
you create a rule now, the rules are not applied to previously created records.
6. Are there any restrictions for Time-Based Workflow?: Yes, it's not possible to configure a time-dependent
workflow action that's set to evaluate criteria "Every time a record is created or edited."
7. What "mass" options are available under data management?: transfer/delete rececords, transfer approval
requests, reassign opportunitiy teams, update address- es
8. What objects can Data Import Wizard import?: accounts, contacts, leads, solutions & custom objects. NOT
cases
9. To help prevent duplicates, Salesforce provides Standard Matching Rules for which objects? (select 3):
accounts, leads, contacts
10.True or False: A Lookup Relationship cannot be established between an object and itself, such as a Lookup
Field to Contact on the Contact object.: - Lookup fields link two objects together. You can link an object with itself
(there is an exception to this - you cannot add a Lookup field to User on the User object, but will have to instead use a
Hierarchical field for that scenario)
11.What does Similar Opportunities do?: This feature allows users to find Closed/Won opportunities that match the
attributes of an opportunity they're cur- rently working on, so they can quickly access information that might help them
close their open deals.
12.Which statement is true regarding Record Types?: Users can view records assigned to any record type. As a
result, a page layout is assigned to every record type on a user's profile. A record type assignment on a user's profile or
permission set doesn't determine whether a user can view a record with that record type. The record type assignment
simply specifies that the user can use that record type when creating or editing a record.
, Salesforce Admin Certification | Questions and answers
13.Page layout assignments are specified in profiles only—they're not avail- able in permission sets. (T/F):
When a permission set specifies a custom record
, Salesforce Admin Certification | Questions and answers
type, users with that permission set get the page layout assignment that's specified for that record type in their profile. (In
profiles, page layout assignments are specified for every record type, even when record types aren't assigned.)
14.True or False: The Home tab can be customized to display open tasks.: - True; Calendar views display your
own calendar and coworkers' calendars along with list views of open tasks. On the Home tab, the Calendar section shows
upcoming events, a date picker for the month, and links to other calendar and activity views. You can share your
calendar with coworkers and print calendars and task lists.
15.What components can be customized on the Home Page Layout?: items to approve, tasks, paused flow
interviews, calendar, dashboard snapshot || create new, messages & alerts, tags, recent items, custom links
16.What is a reporting snapshot?: "Reporting snapshots allow users to run reports and save the report results as
records on custom objects. Unlike reports, users can schedule reporting snapshots to summarize data at specific times,
and work with the summarized data similarly to how they work with other records in Salesforce.
17.The benefits of using reporting snapshots include::
18.Running faster reports by reporting on data that is already summarized:
19.Creating dashboards that refresh quickly by associating them with pre-summarized data:
20.Sorting and filtering specific data summaries via list views:
21.Viewing trends in data via custom object records":
22.What type of field is read only that displays the sum, min, or max value of a field in a related list or the
record count of all records listed in a related list?: roll up summary
23.What 4 items display in Open Activities/History?: call, tasks, emails, events
24.When creating a Lookup field that is not required, what are the three valid behavior options you can specify
if the lookup record is deleted? (select
3): delete this record also, clear the value of this field, don't allow deletion of the lookup record that's part of a lookup
relationship
25.Which user is listed in the Case History related list when automated
case actions occur in Salesforce, such as assignment rules, escalation rules, created via web-to-case, etc?:
automated case user
26.When you use Salesforce for Outlook, Lightning Sync, or Email to Sales- force to sync items or add emails
from your email app to Salesforce, any items that these features can't automatically assign to Salesforce records
, Salesforce Admin Certification | Questions and answers
appear in My Unresolved Items. Which of the following types of items will appear in the My Unresolved Items
list? (select 4): tasks, contacts, emails, events
