Free Salesforce Admin Practice Test

0.0(0)
Studied by 0 people
call kaiCall Kai
Locked
learnLearn
examPractice Test
spaced repetitionSpaced Repetition
heart puzzleMatch
flashcardsFlashcards
GameKnowt Play
Card Sorting

1/59

encourage image

There's no tags or description

Looks like no tags are added yet.

Last updated 2:24 AM on 8/7/26
Name
Mastery
Learn
Test
Matching
Spaced
Call with Kai
Chat

No analytics yet

Send a link to your students to track their progress

60 Terms

1
New cards

1. Which of the following settings can be modified by individual users?

User Interface

Locale

Search Settings

Currency

Language

User Interface, Currency, and Language can be modified by individual users. Salesforce locale settings determine the display formats for date and time, users' names, addresses, commas, and periods in numbers.

2
New cards

2. Which of the following is not a profile type?

Standard

Chatter

Hybrid

Custom

Hybrid is not a profile type. Profiles determine how users access data and what they can perform within the organization. Your org includes several standard profiles where you can edit a limited number of settings.

3
New cards

3. What can a Chatter Free User access?

Accounts

Groups

Custom Objects

Files

Chatter Free User can access groups and files. All standard Salesforce licenses allow free Chatter access for everyone in your organization. Chatter Free is for users who don't have access but need access to Chatter.

4
New cards

4. Which of the following is not a component of the user record?

Contact information

Profile and Role

Chatter group information

Language and Time Zone

Chatter group information is not a component of the user record. User fields include the fields that comprise the personal information and other personal settings pages. The visibility of fields depends on the specific page, your org's permissions, and the edition.

5
New cards

5. What feature is used to grant additional permissions to specific users over and above their general profile permissions?

Role privileges

Permission Sets

Organization-Wide Settings

Permission Sets is a collection of settings and permissions that give users access to various tools and functions. These permissions are also found in profiles.

6
New cards

6. When creating a sharing rule, what must an administrator select?

Which records to share

What fields to make visible

Who to share access with

What level of access to grant

When creating a sharing rule, an administrator must select which records to share, who to share access with, and what level of access to grant. Sharing rules allow you to make automatic exceptions to Organization-Wide Defaults (OWDs). You can extend access to users in certain public groups, roles, and territories.

7
New cards

7. What groups or individuals comprise Public Groups?

Roles

Roles and Subordinates

Users

Profiles

Public Groups comprise roles, roles and subordinates, and users. Public Groups can be created by administrators and delegated administrators. Everyone in the organization can use public groups.

8
New cards

8. Which of the following is not a method to share records?

Role hierarchy

Sharing rules

Profile settings

Manual sharing

Profile settings is not a method to share records. Within objects, you can control access to data at many different levels. For example, you can control the access your users have to objects with object permissions, the access users have to fields using field-level security. To control access to data at the record level, we use sharing settings.

9
New cards

9. Which of the following is the most basic form of sharing settings?

Profile settings

Organization-Wide Defaults

Sharing rules

Organization-Wide Defaults (OWDs) set the baseline level of access to records in your organization. Administrators can set different access for objects.

10
New cards

10. Who can manually share records?

Record owners

Users above the record owner in the role hierarchy

Sales management

Administrators

Record owners, Users above the record owner in the role hierarchy, and Administrators can manually share records. You can use manual sharing to give specify users access to records, including accounts, contacts, and leads. In some cases, granting access to one record includes access to all its associated records.

11
New cards

11. What is the maximum number of records you can import with the Import Wizard?

50,000

100,000

25,000

500,000

You can import a maximum of 50,000 records with the Import Wizard. The Data Import Wizard makes it easy to import data for many standard objects, including accounts, contacts, leads, solutions, and person accounts. You can also import custom objects.

12
New cards

12. What types of records can be imported with the Import Wizard?

Custom objects

Opportunities

Accounts

Contacts

Custom objects, Accounts, and Contacts can be imported with the Import Wizard. Salesforce recommends to test a small file first to ensure the data source is prepared correctly. The wizard allows you to map your source columns to Salesforce fields on import.

13
New cards

13. Which of the following is not a standard object?

Accounts

Opportunities

Invoices

Leads

Invoices is not a standard object. The objects provided by Salesforce "out-of-the-box" are considered standard objects. Examples include Accounts, Contacts, Opportunities, Leads, and Products.

14
New cards

14. What is validated before a user can log in?

User's IP address

User's email address

User's login hours

User's access level

Admins can restrict the hours during which users can log in and the range of IP addresses they can log in and access Salesforce from. If IP address restrictions are defined for a user's profile and a login originates from that IP, Salesforce does not allow the login.

15
New cards

15. Who has permission to edit a Chatter profile?

Administrators

A user's manager

An individual user

Users can customize their personal chatter profile with a photo and personal information.

16
New cards

16. Which of the following profile component would you use to make a field 'required?'

Formula field

Lookup field

Page layout

Related list

To automatically add a field to all page layouts and make it visible and required everywhere regardless of field-level security, administrators can make it a universally required field.

17
New cards

17. How many days will the recycle bin hold deleted data?

10

50

25

15

The Recycle Bin in the sidebar allows you to view and restore records deleted within the last 15 days. After which they are permanently deleted.

18
New cards

18. How would a user most efficiently move from an Account record to related contact record?

Global Search

Related List

List View

Lookup Field

A user can most efficiently move from an Account record to related contact record by using the related list. You can customize the buttons, columns displayed, column order, and record sort order of related lists on record detail pages in Salesforce and the Salesforce Customer Portal.

19
New cards

19. Where can an administrator change the organization name and address; default locale, language, and time zone?

Organization-Wide Settings

Company Information

Business Hours

Language Settings

An administrator can change the organization name and address; default locale, language, and time zone in the 'company information' page.

20
New cards

20. Which of the following user interface setting must be enabled to allow users to edit records directly from a list view?

Enable Enhanced User Interface

Enable Printable List Views

Enable Inline Editing

Enable Enhanced Lists

You can use inline editing to change the values of fields on records for which you have read-only access, either via field-level security or your organization's sharing model.

21
New cards

21. How can an administrator customize global search to help users find information quickly?

Control which fields are searched

Set the order in which objects appear

Set the number of results per page

Add filters to the search results

An administrator can customize global search to help users find information quickly by setting the order in which objects appear and by adding filters to the search results. Search result filters defined for an object in the internal organization also apply for search results for that object in communities.

22
New cards

22. A user receives an error message when logging into Salesforce. What is the first check performed by an administrator?

Reset the password

Unlock the user

View the login history

Change the accepted IP ranges

Viewing the login history is the first check performed by an administrator. The login history page displays the last 20,000 login attempts. You can download the last six months of logins to CSV.

23
New cards

23. Why would an administrator use the data loader rather than import wizard?

Export or delete data

Choose whether or not to run data validation rules

Import lead records and prevent duplicate records

Save mappings for later use

An administrator would use the data loader rather than import wizard to export or delete data and import lead records and prevent duplicate records. The Data Loader is an easy to use, graphical tool that helps you to get your data into Salesforce objects. The Data Loader can also be used to extract data from database objects into any destinations.

24
New cards

24. What report format displays a list of records sorted into a group with subtotals?

Tabular

Summary

Matrix

Joined

Summary reports are similar to Tabular reports, but also allow users to group rows of data, view subtotals and create charts. They can also be used as the source report for dashboard components.

25
New cards

25. Which of the following chart type can an administrator use to compare opportunity amounts by rep and then by state?

Gauge

Funnel

Stacked Bar Chart

Line Chart

An administrator can use Stacked Bar Chart to compare opportunity amounts by rep and then by state. Use a stacked bar chart when you have multiple groupings and are interested in the proportions between values in each grouping, as well as each groupings total.

26
New cards

26. What is determined by the running user of the dashboard?

What data viewers of the dashboard will see

Which users can access the dashboard

Which users can access the source reports for the dashboard

Which users can refresh a dashboard

Each dashboard has a running user, whose security settings determine which data to display in a dashboard. For 'View All Data' you can choose any user in your organization to be a running user.

27
New cards

27. What options are available when setting the evaluation criteria for a workflow rule?

Created, and any time it's edited to no longer meet the criteria

Created

Deleted

Created, and any time it's edited to subsequently meet the criteria

'Created' and 'Created, and any time it's edited to subsequently meet the criteria' are the options available when setting the evaluation criteria for a workflow rule. The other option is 'Only when a record is created.'

28
New cards

28. Which of the following features are available with Salesforce Knowledge that are not available with Solutions?

Chatter Feed collaboration

Article types and data categories

Article versioning

Multi-language support

Article types and data categories, and article versioning are available with Salesforce Knowledge and not available with Solutions. Your Salesforce Knowledge base is built from knowledge articles, which are documents of information. Articles can include information on process, such as how to reset your product to its defaults, or frequently asked questions such as how much storage your product supports.

29
New cards

29. What types of dashboard components display the grand totals from the bottom of a report?

Metric

Gauge

Table

Chart

Table and Chart types of dashboard components display the grand totals from the bottom of a report. Admins must click on the wrench for the dashboard metric, specify the summary value you wish to report in this metric, and then title it appropriately.

30
New cards

30. Which of the following type of report allows you to group records by both row and column?

Tabular

Summary

Matrix

Joined

Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components.

31
New cards

31. Can a custom summary formula reference other summary formulas?

Yes

No

A custom summary formula cannot reference other summary formulas. Regardless of the summary formula data type, your summary formula can contain fields of different data types including number, currency, and percent.

32
New cards

32. Which of the following type of report is a list of records with no subtotals?

Tabular

Summary

Matrix

Joined

Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, the report consists simply of an ordered set of fields in columns.

33
New cards

33. Which of the following are possible actions via workflow when criteria is met?

Field Update

Email Alert

Chatter Post

Create a Task

There are four types of actions with basic workflow automation. They are Field Update, Email Alert, Create a Task, and Outbound Message.

34
New cards

34. When are workflow rules evaluated?

When a record is created or updated

After a record is created

When a record is cloned

Before a record is deleted

Workflow rules can only be evaluated when a record is created or after it is updated.

35
New cards

35. What are periods that follow Gregorian calendar, but can start on the first day of any month?

Standard fiscal years

Custom fiscal years

For companies that break down their fiscal years, quarters, and weeks into custom fiscal periods based on their financial planning, Salesforce allows you to create custom fiscal years.

36
New cards

36. What is the significance of the primary master-detail relationship in a junction object?

Look and feel is inherited from the primary master object

Record ownership is inherited from the primary master object

Field values are only copied from the primary master object

Both a and b

The significance of the primary master-detail relationship in a junction object is that the look and feel is inherited from the primary master object and record ownership is inherited from the primary master object. Look and feel: the junction object's detail and edit pages use the color and any associated icon of the primary master object. The junction object records inherit the value of the owner field from their associated primary master record.

37
New cards

37. What are Boolean formulas that validate record data whenever the user tries to save the information?

Workflow rules

Validation rules

Assignment rules

When validation rules are verified if all data is valid, the record is saved. If any data is invalid, the associated error message displays without saving the record.

38
New cards

38. To whom can you transfer lead records?

Users

Profiles

Roles

Queues

You transfer lead records to users and queues. A record owner, or any user above the record owner in the role hierarchy, can transfer records to another user. Users can also transfer the records they have access to via sharing rules.

39
New cards

39. An administrator will be unable to delete a custom field when it is:

Used in a page layout

Used in a workflow field update

Part of a field dependency

Used in a report

Before deleting a custom field, consider where it's referenced. You can't delete a custom field that's referenced elsewhere. For example, you can't delete a custom field in workflow by a field update.

40
New cards

40. What type of customizations can be done to activities?

Custom fields

Field tracking

Workflow rules

Assignment rules

Validation rules

An admin can configure custom fields on Tasks and Events (Activities) just like any other object. Furthermore, activities are subject to workflow rules and validation rules.

41
New cards

41. What options does an administrator have in customizing reports?

Add a filter

Schedule a refresh time

Add a gauge component

Add a grouping

Summarize fields

Filtering reports by date or some other value, such as picklist options, adding a grouping or summarizing by a certain data point are ways of customizing views in reports.

42
New cards

42. Which of the following tool can an Administrator use to backup data monthly?

Data Export Service

Analytic Snapshot

Import Wizard

Scheduled report

The Data Export Service allows your organization to backup files every six weeks. Salesforce creates a zip archive of .CSV files and emails when it's ready. Exports complete as soon as possible.

43
New cards

43. If two objects have a parent-child relationship, how can a user access the child record from the parent record?

Lookup field

Child field

Custom link

Related list

A lookup creates a relationship between two records so you can associate them with each other. For example, Opportunities have a lookup relationship with Cases.

44
New cards

44. What can be modified on standard object fields?

Default text

Help text

Picklist values

Labels

Field types

You can customize several aspects of standard fields, such as the field-level help text, values in picklist, the format for auto-number fields, tracking field history, lookup filters on relationship fields, and labels.

45
New cards

45. What feature allows a user to group campaigns within a specific marketing program or initiative?

Campaign lists

Campaign hierarchy

Campaign influence

Campaign members

By associating campaigns using a lookup relationship, you can group campaigns within a specific marketing program or initiative. Hierarchies contain up to five levels. Each campaign can have one parent campaign.

46
New cards

46. What type of access can an Administrator grant through sharing rules?

Read/Write

Read/Write/Transfer

Delete

Read Only

An Administrator can grant Read/Write and Read Only access through sharing rules. Sharing rules can be based on record ownership or other criteria. You can't use Apex to create criteria-based sharing rules. Also, criteria-based sharing cannot be tested via Apex.

47
New cards

47. What type of relationship must exist for roll-up summary fields to be possible?

Master-Detail

Parent-Child

Lookup

Cross-Object

You can create roll-up summary fields on any custom object that is on the master side of a master-detail relationship; any standard object that is on the master side of a master-detail relationship with a custom object; opportunities using the values of opportunity products related to the opportunity; accounts using the values of related opportunities.

48
New cards

48. Which of the following is not a report format?

Tabular

Mixed

Joined

Summary

Matrix

Mixed is not a report format. A report can use the tabular, summary, matrix, or joined format. Tabular is the default but users can choose a different format via the report builder.

49
New cards

49. How many custom summary formulas can you have per report?

1

5

10

25

50

There can be five custom summary formulas per report. Custom summary formulas are available for summary, matrix, and joined reports. They can't be shared across multiple reports.

50
New cards

50. What are the common ways Administrators can back up Salesforce data?

Reports

Custom objects

Scheduled backups

Manual backups

The common ways in which Administrators can back up Salesforce data are reports, scheduled and manual backups. When exporting data you have the option to include images, documents, attachments, Chatter files, and Salesforce CRM Content document versions.

51
New cards

51. In which of the following scenarios can formulas be evaluated as a part of workflow criteria?

When records are created

When records are created or updated

When records are created or updated to subsequently meet the criteria

Formulas can be evaluated as a part of workflow criteria when records are created and when records are created or updated. Formulas cannot be evaluated as subsequently meeting criteria as they are evaluated in real-time.

52
New cards

52. Which of the following support settings do you need to configure before setting up assignment rules, escalation rules, web-to-case and email-to-case?

Default Case Owner

Web to Lead forms

Automated Case User

Service Level Agreements

Entitlements

Administrators can activate or set various support processes; such as default case owner, automated Case User, choose email templates, and case notifications; to automate case management.

53
New cards

53. In troubleshooting a login issue, if you cannot find the username of the user unable to login what is the probable cause?

Password incorrect

IP range exclusion

Wrong username

System error

There are many reasons that logins fail, however, in the case that the user reports a username that, as an admin, you are unable to locate, it is possible they are using the wrong username. Often, a username may not be the same as the email address associated to the account.

54
New cards

54. A sales rep would like to collaborate with a number of potential customers on Chatter, what license type would you recommend to achieve this?

Chatter Plus

Chatter Free

Sales User

Chatter External

Chatter External licenses is for users outside of the company's email domain. These external users, also called customers, can be invited to Chatter groups that allow customers.

55
New cards

55. Which of the following are true about Master-Detail relationships in custom objects?

Sharing is inherited from parent

Child needs to be manually deleted when the parent is deleted

Only child fields are available for reporting

Lookup field is required on child object

Sharing is inherited from parent, and lookup field is required on child object are true about Master-Detail relationships in custom objects. Custom objects cannot be on the master side of a master-detail relationship with a standard object as the detail side.

56
New cards

56. What is the limit of Master-Detail relationships per object?

1

2

5

10

Each object is allowed to have up to two master relationships and as many as eight detail relationships.

57
New cards

57. Which of the following field types may be a controlling and dependent field in picklists?

Custom picklist

Standard picklist

Standard checkbox

Custom checkbox

Custom picklist can be a controlling and dependent field in picklist. Standard picklist can be controlling but not dependent fields. Checkbox field cannot be a controlling field.

58
New cards

58. Which of the following best describes the Opportunity objects?

Customer support inquiries

Sales deals

Answers to common problems

Potential customers for your company

Sales deals best describes the Opportunity objects. Customer support inquiries are cases, answers to common problems are knowledge base articles, and potential customers are leads.

59
New cards

59. What is the best practice limit for child records on master-detail relationships?

1,000

5,000

10,000

25,000

As a best practice when you exceed 10,000 records on the child side of a master-detail relationship, reporting can be impacted adversely.

60
New cards

60. How would an administrator quickly create multiple user records?

Clone users

Import user records

Add multiple users under manage users in Setup

Enable users to create their own records

The 'add multiple users' button allows administrators to expedite the process when creating a bulk nu