SF Admin Exam

you set this is the timeframe you company uses to track dates for revenue, quotes and forecasting

Fiscal Year

This defines the active working hours of your operation and support team.

Business Hours

These are configured in set up for non working days in business hours.

Holidays

This is the specific data type your company uses to track monetary value.

Currency

This allows a global organisation to track quote and report on transactions in various international currencies. It converts deal amounts back to a central corporate currency using set exchange rates, this allows company forecasting.

Mutliple Currency

These are predetermined baseline rules for security, user access and object visibility, applied across an organisation or profile upon creation.

Default setting

This determines how data formats, such as dates, times, numbers, currency, phone numbers and name order appear.

Locale

This controls UI language can be org wide or individual 

Language

This sets your org to your specific time zone, this can be org wide or on an individual basis.

Time zone

This stores Org ID, License allocation, system limits and regional defaults for your entire Salesforce.

Company information

How do business hours affect case escalation?

This will run the escalation time frame within the business hours, if they are close the timer stops

Business hours and SLA’s

SLA times will run only during business hours.

Time based services processes

These will be based on business hours.

Fiscal year and reporting

This affects reporting periods, it can be 12 months, or 14 depending on the company

What does Locale influence?

Date Formate, Number formates, Address Formates

Times Zones

Determines how times are displayed/calculated for the user.

What is the difference between object-level, record-level, and field-level security?

Object-level controls whether a user can access an object; record-level controls which

records they can access; field-level controls which fields they can view or edit.

A user can see Account records but cannot edit Accounts. What should you check first?

Object permissions. The user needs Edit permission on the Account object.

A user can edit an Account but cannot edit the Phone field. What controls this?

Field-Level

Security (FLS)

A user has Edit permission on an object but still cannot edit a particular record. Why?

Record-level access may prevent editing, such as restrictive OWD, sharing, role hierarchy,

or other sharing settings

What does a Profile primarily provide?

A baseline set of permissions and settings for users.

What is a Permission Set used for?

Granting additional permissions to users without

changing their profile.

What is a Permission Set Group?

A collection of permission sets bundled together for easier

assignment.

What does muting permissions in a Permission Set Group do?

It removes selected

permissions from the effective permissions provided by that group.

Can a Permission Set remove a permission granted by a Profile

No. Permission Sets

generally add permissions; they do not remove profile permissions.

What does OWD stand for?

Organization-Wide Defaults.

What does OWD control?

The baseline level of record access for an object.

What is the purpose of the Role Hierarchy?

It can provide users higher in the hierarchy

access to records owned by or shared with users below them, depending on settings.

Does the Role Hierarchy grant object permissions?

No. Object permissions come from

profiles and permission sets; the role hierarchy primarily affects record access.

What are Sharing Rules used for?

Extending record access to users or groups beyond the

OWD baseline.

What is a Public Group?

A collection of users, roles, roles and subordinates, or other groups

that can be used when sharing records and folders.

What is a Queue?

A group that can own and work on supported records such as Cases and

Leads.

What is the difference between object access and record access?

Object access determines

whether the user can work with an object; record access determines which individual records

they can access

What is the difference between record access and field access?

Record access determines

which records are accessible; field access determines whether particular fields are visible or

editable.

What is the purpose of Login Hours?

Restricting when users can log in based on their

profile.

What is the purpose of Login IP Ranges?

Restricting login access to specified IP addresses.

What is Setup Audit Trail used for?

Tracking administrative configuration changes made in

the org.

What happens when a Salesforce user is made inactive?

The user can no longer log in, but

their historical records and ownership remain.

Should you delete a Salesforce user when they leave the company?

No. Normally deactivate

the user instead because Salesforce retains their historical data and record relationships.

Why must each Salesforce username be unique?

Every Salesforce username must beglobally unique across Salesforce, not merely unique within one org.

What is a Salesforce license?

It determines the Salesforce functionality a user is entitled to

access.

What is a Feature License?

It grants access to additional functionality beyond the user's

base license.

What is AppExchange used for?

Discovering and installing Salesforce applications,

packages, components, and solutions.

What is a managed package?

A package whose components are typically upgradeable and

controlled by the package publisher.

What is an unmanaged package?

A package whose components become editable in the

subscriber org and generally aren't upgradeable by the original publisher.

A company wants users in Sales to access an app but not users in Support. What should an

admin consider?

App, profile, permission, and Lightning page assignments appropriate to

the users.

A company wants to prevent users from accessing a specific field even though they can

access the object. What should be configured?

Field-Level Security.

A manager needs access to records owned by their subordinates. What Salesforce feature

is most relevant?

Role Hierarchy.

Users need access to additional records without changing OWD. What should the admin

consider?

Sharing Rules, teams, manual sharing, or other appropriate sharing mechanisms.

A company wants Accounts to be private by default but allow Sales Managers to access

their team's Accounts. What combination is relevant?

Restrictive OWD plus appropriate role

hierarchy/sharing configuration.

What is a Standard Object?

An object provided by Salesforce, such as Account, Contact,

Lead, Opportunity, and Case.

What is a Custom Object?

An object created by an organization to store business-specific

data.

What is a Lookup Relationship?

A relationship where one record references another without

the tightly dependent behavior of master-detail.

What is a Master-Detail Relationship?

A tightly coupled relationship in which the detail

record depends on the master record for ownership and access.

Which relationship supports Roll-Up Summary fields?

Master-Detail.

What is a Junction Object?

A custom object used to create a many-to-many relationship,

typically through two master-detail relationships.

What is the difference between Lookup and Master-Detail?

Master-detail creates a stronger

dependency and supports features such as roll-up summaries; lookup is more loosely

coupled.

What happens to a detail record when its master is deleted in a master-detail relationship?

The detail record is deleted as part of the master-detail dependency.

What is a Record Type used for?

Supporting different business processes, picklist values,

and page layouts for different groups of users or processes.

A company has two sales processes with different Opportunity stages. What should be

used?

Record Types with appropriate Sales Processes.

Can Record Types control which picklist values users see?

Yes. Record Types can define

available picklist values for users.

What is a Page Layout?

A configuration that controls fields, buttons, actions, related lists,

and other record-page elements available through the layout.

What does a Page Layout NOT primarily control?

The overall Lightning componentarrangement and visibility rules of a Lightning Record Page

What is Lightning App Builder used for?

Building and configuring Lightning pages using

components and visibility rules.

A company wants a custom component displayed on Account pages for Sales but not

Support. What is the best tool?

Lightning App Builder, using appropriate component/page

visibility and assignments.

What is Schema Builder useful for?

Visually viewing and understanding objects, fields, and

relationships in the data model.

What is a Business Process?

A configuration that defines relevant stages or statuses for

processes such as Leads, Opportunities, Cases, and Solutions where applicable.

What is a Global Action?

An action available in multiple contexts that can create records or

perform supported actions without being tied to a specific record.

What is an Object-Specific Action?

An action associated with a particular object and its

records.

What is a Compact Layout?

A layout that determines the key fields displayed in highlights

areas such as the Salesforce mobile experience and record highlights.

What happens if a custom field is deleted?

The field and its data are deleted and may be

recoverable temporarily; dependencies and references to the field can be affected.

A business wants different fields displayed to different groups on the same object. What

might be used?

Record Types combined with Page Layout assignments.

A business wants different Lightning components shown to different groups based on

criteria. What should be considered?

Lightning App Builder and component visibility rules.

A field is mandatory for users entering data but only for certain layouts. What feature can

enforce this through the UI?

Page Layout field requirement.

A field must never be blank regardless of how the record is entered. What should be

considered?

A Validation Rule or another appropriate data-validation mechanism.

What is a Lead?

A prospect or potential customer that has not yet been fully qualified and

converted.

What happens when a Lead is converted?

It can become an Account, Contact, and

optionally an Opportunity.

What is a Lead Assignment Rule used for?

Automatically routing Leads to users or queues

based on criteria.

What is an Opportunity?

A potential sales deal representing revenue or business being

pursued.

What is Path used for?

Guiding users through important stages and highlighting key fields

and guidance.

What is Opportunity Stage?

A value representing where an Opportunity is in the sales

process.

What is Opportunity Probability?

A percentage representing the estimated likelihood of

closing, typically associated with Opportunity stages.

What is Forecasting used for?

Helping sales organizations predict expected revenue based

on opportunities and forecast categories.

What is Territory Management used for?

Assigning Accounts and related sales

responsibilities to territories using rules and territory structures.

What is a Campaign used for?

Managing and measuring marketing initiatives and their

associated members and responses.

What is Campaign Member Status?

A status that indicates how a Lead or Contact has

interacted with a Campaign.

What is Lead Scoring used for?

Helping identify Leads that are more likely to be valuable

based on relevant data and behavior.

What is Lead Grading used for?

Evaluating how well a Lead fits desired business

characteristics.

A sales team wants to track which marketing campaign influenced a Lead. What Salesforce

feature is relevant?

Campaigns and Campaign Members.

What is Einstein for Sales?

A collection of AI capabilities that can help sales users with

insights, productivity, and recommendations.

A company wants salespeople to see the most important fields at each Opportunity stage.

What could help?

Path

What is a Case?

A record representing a customer service issue, question, or support

request.

What is a Case Assignment Rule?

A rule that automatically routes Cases to specified users

or queues based on criteria.

What is a Case Queue?

A group that can own Cases until an individual user takes

responsibility.

What is a Case Escalation Rule?

A rule that escalates Cases when defined criteria and time

conditions are met.

A high-priority Case remains unresolved for two hours. What feature can automatically

escalate it?

Case Escalation Rule.

What is an Auto-Response Rule?

A rule that automatically sends an email response when

specified record criteria are met.

What is a Support Process?

A configuration that determines the relevant Case Status values

available for a particular Case Record Type.

A company wants Cases from a web form automatically routed to a specialist queue. What

should be considered?

Case Assignment Rules.

What is Einstein for Service?

AI capabilities designed to assist service teams with tasks such

as recommendations, summaries, and service productivity.