Sample Questions and Answers
What is the main benefit of using “Record Types” in Salesforce?
A) To control user access levels
B) To display different page layouts and picklist values for different record categories
C) To automate business processes
D) To define relationships between records
Answer: B) To display different page layouts and picklist values for different record categories
Explanation: Record Types allow you to define different business processes, page layouts, and picklist values for different categories of records.
What is the purpose of the “Salesforce Lightning App Builder”?
A) To customize reports and dashboards
B) To automate workflows
C) To create custom user interfaces and applications without code
D) To define user roles and profiles
Answer: C) To create custom user interfaces and applications without code
Explanation: The Lightning App Builder allows users to create custom applications and user interfaces using a drag-and-drop interface, without requiring coding skills.
What is a “Profile” in Salesforce?
A) A record of all actions performed by a user
B) A set of permissions that define what a user can see and do within Salesforce
C) A visual representation of the Salesforce user interface
D) A template for creating custom user interfaces
Answer: B) A set of permissions that define what a user can see and do within Salesforce
Explanation: Profiles define a user’s permissions and access levels in Salesforce, including which records they can view, which fields they can edit, and what actions they can perform.
Which of the following is used to define a series of actions that happen based on specific criteria in Salesforce?
A) Email Alerts
B) Approval Processes
C) Workflow Rules
D) Page Layouts
Answer: C) Workflow Rules
Explanation: Workflow Rules define automated actions that are triggered when certain criteria are met, such as sending email alerts or updating record fields.
Which feature in Salesforce allows administrators to define custom business logic and validations?
A) Apex
B) Page Layouts
C) Field-Level Security
D) Process Builder
Answer: A) Apex
Explanation: Apex is a programming language used in Salesforce to write custom business logic, validations, and triggers to extend the functionality of the platform.
In Salesforce, what is the purpose of “Sharing Rules”?
A) To control which fields are visible to users
B) To automatically send notifications to users
C) To specify who can view or edit specific records based on criteria
D) To automate approval processes
Answer: C) To specify who can view or edit specific records based on criteria
Explanation: Sharing Rules control the visibility of records based on ownership, roles, and other criteria, ensuring that the right users have access to the appropriate data.
What is the main purpose of “Profiles” in Salesforce?
A) To automate business processes
B) To control access to records and data
C) To design the user interface
D) To create custom reports
Answer: B) To control access to records and data
Explanation: Profiles control user access to Salesforce features and records, determining what actions a user can perform and what data they can access.
What is the main function of “Custom Objects” in Salesforce?
A) To extend the functionality of standard objects by adding custom fields and logic
B) To track historical changes to data
C) To provide built-in reports and dashboards
D) To automate routine administrative tasks
Answer: A) To extend the functionality of standard objects by adding custom fields and logic
Explanation: Custom Objects allow you to create new types of data models to track business-specific data that doesn’t fit within Salesforce’s standard objects.
Which feature in Salesforce is used to automatically trigger actions like field updates or task creation when certain conditions are met?
A) Validation Rules
B) Workflow Rules
C) Approval Processes
D) Record Types
Answer: B) Workflow Rules
Explanation: Workflow Rules automatically trigger actions like sending email alerts or creating tasks when certain conditions are met.
In Salesforce, what does “Field-Level Security” control?
A) Which fields are displayed in reports
B) The ability to edit, read, or hide individual fields based on user profiles
C) Which users can access a specific record type
D) The permissions for a user to delete records
Answer: B) The ability to edit, read, or hide individual fields based on user profiles
Explanation: Field-Level Security determines which fields are visible or editable for users, based on their profile.
What is the main benefit of using “Queues” in Salesforce?
A) To automatically assign records to users based on specific rules
B) To create a structured record organization
C) To store records that need to be processed by users or teams
D) To control who can see specific records
Answer: C) To store records that need to be processed by users or teams
Explanation: Queues are used to store records that need further action or processing, allowing users or teams to pick up and work on them when ready.
Which feature in Salesforce helps to monitor the actions of users within the system?
A) Setup Audit Trail
B) Field History Tracking
C) Data Import Wizard
D) Permission Sets
Answer: A) Setup Audit Trail
Explanation: The Setup Audit Trail helps administrators track the configuration changes made to Salesforce by recording all setup modifications, including who made the changes and when.
Which Salesforce feature enables users to access record-related actions, such as tasks, notes, and attachments, from a single page?
A) Page Layouts
B) Visualforce
C) Lightning Record Pages
D) Custom Objects
Answer: C) Lightning Record Pages
Explanation: Lightning Record Pages provide a customizable interface where users can access all relevant actions, tasks, notes, and attachments related to a specific record.
What does the Role Hierarchy in Salesforce determine?
A) Which users can see records owned by others lower in the hierarchy
B) The types of data that users can import
C) The order in which workflow rules are executed
D) The permissions assigned to user profiles
Answer: A) Which users can see records owned by others lower in the hierarchy
Explanation: Role hierarchy allows users higher in the hierarchy to access records owned by users below them, facilitating oversight and collaboration.
Which setting is required to enable “My Domain” in Salesforce?
A) Enable Advanced Currency Management
B) Enable Lightning Components
C) Enable Enhanced Profile Management
D) Register a custom subdomain
Answer: D) Register a custom subdomain
Explanation: “My Domain” allows organizations to customize their Salesforce login URL. You must register a unique subdomain as part of setup.
Which of the following is true about Lookup Relationships?
A) They are always required fields
B) They create parent-child relationships that enforce cascade deletion
C) They link two objects loosely without affecting record ownership
D) They can only be used between standard objects
Answer: C) They link two objects loosely without affecting record ownership
Explanation: Lookup Relationships allow one object to reference another without tightly binding their data integrity or ownership.
Which permission is needed to create custom fields on standard objects?
A) Modify All Data
B) Customize Application
C) View Setup and Configuration
D) Manage Users
Answer: B) Customize Application
Explanation: The “Customize Application” permission allows users to customize fields, page layouts, record types, and more.
What is a benefit of using Permission Sets over Profiles?
A) They provide stricter data access control
B) They allow field-level security customization
C) They can grant additional permissions without changing profiles
D) They automatically assign sharing rules
Answer: C) They can grant additional permissions without changing profiles
Explanation: Permission Sets extend user access without requiring changes to their profile, allowing flexibility.
Which type of relationship is required for creating roll-up summary fields?
A) Lookup Relationship
B) External Lookup
C) Master-Detail Relationship
D) Indirect Lookup
Answer: C) Master-Detail Relationship
Explanation: Roll-up summary fields are only supported in Master-Detail relationships and allow calculations based on child records.
Which report format in Salesforce allows grouping by rows and columns?
A) Tabular
B) Summary
C) Matrix
D) Joined
Answer: C) Matrix
Explanation: Matrix reports group data by rows and columns, allowing complex comparisons across two dimensions.
Which of these components cannot be added to a standard page layout?
A) Custom Fields
B) Visualforce Pages
C) Custom Buttons
D) Custom Tabs
Answer: D) Custom Tabs
Explanation: Tabs define navigation, not layout. Custom Fields, Visualforce Pages, and Buttons can all be added to layouts.
Which Salesforce feature allows tracking of configuration changes made by users?
A) Field Audit Trail
B) Setup Audit Trail
C) Login History
D) Debug Logs
Answer: B) Setup Audit Trail
Explanation: Setup Audit Trail records configuration changes made by admins and other authorized users.
What happens when you delete a field in Salesforce?
A) Data in that field is transferred to a backup object
B) The field is removed permanently without any warning
C) The field is moved to the Recycle Bin for 15 days
D) The field is stored for 15 days and can be restored
Answer: D) The field is stored for 15 days and can be restored
Explanation: Deleted custom fields are recoverable for 15 days before permanent deletion.
Which tool allows an admin to back up data from Salesforce?
A) Schema Builder
B) Data Export Service
C) Change Sets
D) Reports
Answer: B) Data Export Service
Explanation: The Data Export Service allows manual or scheduled exports of Salesforce data in .zip format.
Which standard object is used to store business opportunities?
A) Lead
B) Case
C) Opportunity
D) Account
Answer: C) Opportunity
Explanation: Opportunities represent potential revenue and deals in the Salesforce Sales Cloud.
What is the primary function of the “Recycle Bin” in Salesforce?
A) To archive inactive records
B) To view recent field changes
C) To temporarily store deleted records
D) To clean up record data
Answer: C) To temporarily store deleted records
Explanation: Deleted records are stored in the Recycle Bin for 15 days, allowing users to restore them if needed.
What happens to child records when a master record in a Master-Detail relationship is deleted?
A) Child records are converted to independent records
B) They are deleted
C) They are transferred to another owner
D) They remain in the database but are hidden
Answer: B) They are deleted
Explanation: In Master-Detail relationships, child records are automatically deleted when the master record is deleted.
Which of the following is true about formula fields?
A) They are editable
B) They update only once a day
C) They display calculated results in real-time
D) They can be encrypted
Answer: C) They display calculated results in real-time
Explanation: Formula fields compute values dynamically based on other field values.
Which object represents the relationship between users and records in Salesforce sharing?
A) Role
B) Group
C) UserRecordAccess
D) PermissionSet
Answer: C) UserRecordAccess
Explanation: This object determines the access level each user has to a record.
Where can you define default values for a picklist field?
A) Profile
B) Page Layout
C) Field Definition
D) Validation Rule
Answer: C) Field Definition
Explanation: Default values for picklist fields are set during field creation or editing.
Which Salesforce tool allows visual modeling of relationships among objects?
A) Data Import Wizard
B) Schema Builder
C) Lightning App Builder
D) Flow Builder
Answer: B) Schema Builder
Explanation: Schema Builder lets admins see and modify object relationships visually.
Which feature enables access control to records based on user location or IP address?
A) Login IP Ranges
B) Sharing Rules
C) Roles
D) Permission Sets
Answer: A) Login IP Ranges
Explanation: Login IP Ranges restrict access to Salesforce from specified IP ranges for better security.
What is the key difference between a Lead and a Contact in Salesforce?
A) Leads are potential clients; Contacts are qualified individuals linked to Accounts
B) Contacts are anonymous; Leads are known individuals
C) Leads are customers; Contacts are prospects
D) Leads are used only in Service Cloud
Answer: A) Leads are potential clients; Contacts are qualified individuals linked to Accounts
Explanation: Leads represent unqualified prospects, while Contacts are part of the sales lifecycle under Accounts.
Which feature allows users to send an approval request to multiple approvers simultaneously in Salesforce?
A) Single-step Approval Process
B) Parallel Approval Routing ✅
C) Sequential Approval Routing
D) Delegated Approver
Explanation: Parallel Approval Routing lets you send approval requests to multiple users at the same time. All must approve before the process proceeds.
Which Salesforce functionality would you use to enforce data accuracy by requiring users to enter data in a specific format?
A) Workflow Rule
B) Record Type
C) Validation Rule ✅
D) Profile
Explanation: Validation Rules prevent bad data from being saved by checking user input against specific conditions and formats.
Which tool should an admin use to migrate metadata between Salesforce orgs?
A) Data Loader
B) Change Sets ✅
C) Data Import Wizard
D) Flow Builder
Explanation: Change Sets move metadata like fields, objects, and workflows between sandbox and production environments.
In which scenario should a Lookup Relationship be used instead of a Master-Detail Relationship?
A) When child records must be deleted with the parent
B) When the child record is independent of the parent ✅
C) When roll-up summary fields are required
D) When tight data integrity is needed
Explanation: Use Lookup when the child’s existence doesn’t depend on the parent record.
What is the maximum number of components allowed in a single dashboard?
A) 10
B) 20 ✅
C) 25
D) 40
Explanation: Salesforce dashboards can contain up to 20 components like charts or gauges.
Which object stores the history of record field changes in Salesforce?
A) Audit Trail
B) Field History Archive
C) Field History Tracking ✅
D) Setup History
Explanation: Field History Tracking logs changes to tracked fields on a record.
Which action can you perform with the ‘Mass Transfer Records’ tool in Salesforce?
A) Delete multiple records
B) Transfer ownership of multiple custom object records ✅
C) Change record types in bulk
D) Modify multiple page layouts
Explanation: Use the Mass Transfer tool to bulk-transfer record ownership, such as leads or custom objects.
What happens to workflow rules when converting a lead?
A) They are disabled temporarily
B) They do not trigger
C) They may trigger if conditions are met ✅
D) They are automatically reassigned to contacts
Explanation: If the newly created records match workflow criteria during lead conversion, workflows will trigger.
Which Salesforce feature is best used to guide users through a specific business process on a record page?
A) Approval Process
B) Flow Builder
C) Path ✅
D) Record Type
Explanation: Path visually walks users through steps in a sales or service process directly on the record.
What should an admin configure to ensure sensitive fields like ‘SSN’ are not visible to all users?
A) Page Layouts
B) Roles
C) Field-Level Security ✅
D) Profiles Only
Explanation: Field-Level Security restricts access to specific fields regardless of layout or profile.
How can an admin ensure that only users in a specific region can access a custom object in Salesforce?
A) Assign a custom page layout
B) Use Field-Level Security
C) Restrict via Role Hierarchy
✅ D) Use Permission Sets and Custom Profiles
Explanation: Use Permission Sets and Profiles in conjunction with user location criteria to restrict access to specific users.
Which automation tool allows for record updates, email alerts, and launching other flows all within the same setup?
A) Workflow Rules
B) Process Builder
✅ C) Flow Builder
D) Apex Triggers
Explanation: Flow Builder supports complex automation including record updates, emails, and launching flows.
What must be true for a dynamic dashboard to show user-specific data?
A) It must be scheduled to refresh every day
B) It must be saved in a public folder
✅ C) It must be set to run as the logged-in user
D) It must include filters for user profiles
Explanation: Dynamic dashboards must run as the logged-in user to reflect personalized data.
What is the purpose of using Data Import Wizard over Data Loader?
A) It allows import of over 50,000 records
B) It supports complex data transformations
✅ C) It has a simple interface and prevents duplicates
D) It can export data directly from Salesforce
Explanation: Data Import Wizard is easier to use and includes duplicate prevention features.
What happens if two validation rules conflict with each other on the same object?
A) Only the first rule is triggered
B) Salesforce disables one rule automatically
✅ C) Both errors will display if their conditions are met
D) The record is saved without triggering either rule
Explanation: All applicable validation errors are shown if multiple rules fail.
How can an admin track login activity trends over the last 6 months?
A) Setup Audit Trail
✅ B) Login History Report
C) User Activity Dashboard
D) Event Monitoring Analytics
Explanation: Login History Report allows admins to download and track login trends.
What is the primary benefit of using Record Types in Salesforce?
A) To restrict field visibility
B) To assign different validation rules
✅ C) To customize picklist values and page layouts per business process
D) To restrict access to certain fields
Explanation: Record Types tailor the UI and data inputs for different business needs.
Why would an admin choose to use a Custom Report Type?
A) To improve dashboard loading times
✅ B) To allow cross-object reporting with customized relationships
C) To grant report folder access
D) To convert summary reports to matrix reports
Explanation: Custom Report Types allow better control over relationships and fields in reports.
Which feature would you use to allow sales reps to easily update opportunity stages in a visual way?
A) Lightning App Builder
B) Opportunity Record Type
✅ C) Kanban View
D) Path Settings
Explanation: Kanban View offers drag-and-drop functionality for stage updates.
How can an admin ensure that support agents follow a specific process for closing cases?
A) Add a validation rule to block closing without notes
B) Use Approval Processes for all cases
✅ C) Set up Path with guidance for success on the Case object
D) Require field updates via process builder
Explanation: Path helps guide users step-by-step through defined processes.
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