Salesforce Fundamentals

A team wants to use Chatter to gather quick feedback from its members on project decisions.

Which feature should be utilized to achieve this?

Chatter Feed Tracking
Chatter Polls
Chatter Questions
Chatter Topics

Which Chatter feature allows users to receive notifications and updates about changes to records they are interested in?

Chatter Groups
Chatter Polls
Chatter Follow
Chatter Files

A company wants to use Chatter to facilitate collaboration on opportunities. They want to ensure that sales teams can discuss and share files directly within the Opportunity records.

Which customization should be implemented?

Enable Chatter Groups for each Opportunity
Enable Chatter Feed Tracking for Opportunities
Use Chatter Topics to organize discussions
Create a Chatter Custom Object for Opportunities

How can a Salesforce administrator ensure that the most critical information is displayed at the top of a record page in the mobile app to enhance the user experience?

Use Custom Buttons
Configure Compact Layouts
Set up Related Lists
Implement Visualforce Pages

A company wants to ensure that field technicians can easily update case statuses and log service details on their mobile devices while on the go.

Which configuration should be used to meet this requirement?

Enhanced Page Layouts
Global Quick Actions
Object-Specific Quick Actions
Mobile Card Layouts

A sales representative needs to quickly log calls and create follow-up tasks from their mobile device.

Which feature should be implemented to optimize this process?

Global Actions
Object-Specific Actions
Page Layouts
Compact Layouts

How can you ensure that a Salesforce dashboard dynamically displays data based on the logged-in user’s access rights?

Use Dynamic Dashboards
Apply Dashboard Filters
Configure Conditional Highlighting
Set up Reporting Snapshots

Which dashboard feature allows users to apply filters to view specific data segments without creating multiple dashboards?

Dynamic Dashboards
Dashboard Filters
Reporting Snapshots
Conditional Highlighting

What feature allows you to display data from multiple sources in a single dashboard component?

Dynamic Dashboards
Dashboard Filters
Joined Reports
Custom Report Types

In a custom report type, how can you ensure that only certain fields are available for report creation?

Use field-level security
Create a custom report layout
Select specific fields during report type creation
Apply record-level security

What capability does a custom report type provide when including fields from related objects?

Automatic field updates from related objects
Custom layout selection for reports
Selection of up to four related objects
Real-time data synchronization between objects

When creating a custom report type, which feature allows you to include records from a secondary object that may or may not have related records in the primary object?

Inner Join
Outer Join
Subquery
Cross-Object Filter

How can a user visualize trends over time in Salesforce reports?

Tabular Reports
Summary Reports
Joined Reports
Line Charts

Which capability allows users to create complex filter conditions to refine the data displayed in a report?

Conditional Formatting
Advanced Filters
Report Subscriptions
Row-Level Formulas

Which feature allows users to dynamically group and summarize data in a Salesforce report without needing to create custom report types?

Bucket Columns
Cross Filters
Summary Fields
Matrix Reports

A company wants to ensure that project managers can access all project records within their region, while other employees should only access project records assigned to them.

What is the best sharing solution to implement?

Create a role hierarchy with project managers at the top
Use permission sets to grant project managers access to all project records
Set organization-wide defaults for project records to Private and create sharing rules based on region
Use manual sharing to grant project managers access to project records

A healthcare organization needs to restrict access to patient records so that only assigned healthcare professionals can view and edit them, while other employees should not have access.

What is the most appropriate sharing solution?

Use profiles to restrict access to patient records
Set organization-wide defaults for patient records to Private and use criteria-based sharing rules
Use a public group to manage access to patient records
Implement a role hierarchy to control access to patient records

A company needs to ensure that the marketing team has read-only access to all accounts, while the sales team has read and edit access to the same accounts.

What is the appropriate sharing solution to meet this requirement?

Use roles to define access levels for the marketing and sales teams
Set organization-wide defaults for accounts to Private and create sharing rules
Assign different permission sets to the marketing and sales teams
Use manual sharing to grant access to accounts

A sales manager wants to ensure that only the sales team can view and edit opportunity records, while other teams should not have access.

How can this requirement be met?

Set organization-wide default sharing settings for opportunities to Private
Use permission sets to grant access to opportunity records
Configure profiles to restrict access to opportunity records
Create a workflow rule to manage access to opportunity records

Which feature should be used to ensure that only specific users can access certain records within an object, while other users have access to different records within the same object?

Role Hierarchy
Sharing Rules
Field-Level Security
Record Types

A company needs to ensure that only managers can access and edit the salary field on the Employee object.

What is the best way to achieve this?

Use Field-Level Security to restrict access to the salary field
Create a sharing rule to grant managers access to salary records
Use a validation rule to prevent non-managers from editing the salary field
Create a custom Visualforce page to control access to the salary field

An organization wants to enhance its customer support capabilities by integrating a knowledge base, live chat, and case management.

What is the best way to extend their Salesforce org?

Use Salesforce Knowledge and customize it with Visualforce
Install a customer support app from the AppExchange
Create a custom Lightning component for live chat
Develop custom Apex triggers for case management

A sales team needs a tool to help them with email marketing campaigns, including templates, tracking, and analytics.

How can they extend their Salesforce org to meet this need?

Build custom email templates using Lightning Components
Use the built-in Salesforce email functionality
Install an email marketing app from the AppExchange
Develop an Apex class to handle email campaigns

A company needs to implement a sophisticated project management system within Salesforce. They require features such as task tracking, time logging, and advanced reporting.

Which approach should they take to extend their org using the AppExchange?

Develop a custom Visualforce page for project management
Install a project management app from the AppExchange
Create custom objects and fields to build their own project management system
Use Salesforce Flow to automate project management processes

In a scenario where you need to create a complex validation rule that cannot be achieved through standard validation rules, what is the appropriate approach?

Write an Apex trigger to enforce the validation logic
Use a third-party AppExchange app for custom validation
Create a validation rule using Salesforce's declarative tools
Develop a custom Lightning Component to handle validation

Given a scenario where a company needs to automate the process of sending email notifications to account owners when an account’s status changes, which declarative tool should be used?

Create a Process using Process Builder
Develop an Apex class to handle email notifications
Write a JavaScript button to trigger the email
Use a Visualforce page with embedded email logic

In a scenario where a sales team needs a customized interface to manage lead conversion efficiently, what should you use to achieve this within the boundaries of declarative customization?

Create a Visualforce page with a custom lead conversion component
Use the Lightning App Builder to create a custom Lightning page
Develop an Apex trigger to handle lead conversion logic
Utilize the Salesforce CLI to automate lead conversion processes

A healthcare organization needs to integrate patient data from an external database into Salesforce in real-time.

Which solution should they implement?

Data Import Wizard
Data Loader
Salesforce Connect
Data Export Service

A retail company needs to regularly export its Salesforce data to an external data warehouse for advanced analytics.

Which method should they use to automate this process?

Data Export Service
Data Loader with manual export
Scheduled reports with email attachments
Salesforce Connect

A company needs to import a large volume of lead data from a CSV file into Salesforce. They want to ensure that duplicate records are not created during the import.

Which tool and approach should be used to achieve this?

Data Import Wizard with manual deduplication
Data Loader with automatic duplicate detection
Data Import Wizard with automatic duplicate detection
Data Loader with manual deduplication

Which of the following is a limitation of the Schema Builder in Salesforce?

It cannot display relationships between objects
It cannot be used to delete custom objects
It does not support creating fields with validation rules
It cannot display standard objects

When using Schema Builder to create a new field, what consideration should you keep in mind regarding field types?

All field types are available in Schema Builder
Only text fields can be created in Schema Builder
Lookup relationships cannot be created in Schema Builder
Some field types might require additional setup outside Schema Builder

What is one key capability of the Schema Builder in Salesforce?

Create and delete standard objects
Define and modify field-level security settings
View and create custom objects and relationships
Automate data import processes

A non-profit organization tracks volunteer hours in a Text field but wants to change it to a Number field to perform calculations.

What should they consider before making this change?

Text fields cannot be converted to Number fields
Data conversion might fail if non-numeric values exist
Changing the field type will delete all existing data
The field's label will need to be changed

A retail company wants to change a custom field from a Number data type to a Currency data type to better track revenue.

What is an important consideration before making this change?

Number fields cannot be converted to Currency fields
Conversion will affect existing data precision
The field will lose its existing data
The field's API name will change

A company initially created a field to store phone numbers as a Text data type but now wants to change it to a Phone data type to leverage Salesforce’s phone number formatting.

What consideration should be taken into account before making this change?

Existing data will be deleted
Phone data type does not support international numbers
Field history tracking will be reset
Reports using this field will need to be updated

A project manager needs to create a report that shows all employees working on a project along with the hours they have logged. This information is stored in a many-to-many relationship between Projects and Employees.

How should the data model be set up to facilitate this report?

Use a Lookup Relationship between Projects and Employees
Create a Master-Detail Relationship between Projects and Employees
Use a Junction Object with Lookup Relationships to Projects and Employees
Use a Junction Object with Master-Detail Relationships to Projects and Employees

A non-profit organization wants to generate reports showing the number of donations received by each donor and the total amount donated.

Which relationship type between Donors and Donations will best support these reporting requirements?

Lookup Relationship
Master-Detail Relationship
Many-to-Many Relationship
Hierarchical Relationship

A company needs to create a report that summarizes the total sales of each product, and also includes details of the sales transactions.

Which relationship type will best support this requirement to create a comprehensive report?

Lookup Relationship between Products and Transactions
Master-Detail Relationship between Products and Transactions
Junction Object between Products and Transactions
External Lookup Relationship between Products and Transactions

A company needs to create a data model where projects are associated with multiple employees, and each employee can work on multiple projects. They want to display related lists of projects on the employee page layout and vice versa.

Which relationship type should be used?

Lookup Relationship
Master-Detail Relationship
Junction Object with two Master-Detail Relationships
Hierarchical Relationship

A sales manager wants to see a summarized view of all opportunities related to an account, including totals and averages, directly on the account page layout.

Which relationship type should be utilized to best support this requirement?

Lookup Relationship
Master-Detail Relationship
Indirect Lookup Relationship
Hierarchical Relationship

A company wants to display a list of related contacts on the account page layout and ensure that users can easily navigate between the account and its related contacts.

Which relationship type should be used to achieve this user interface requirement?

Master-Detail Relationship
Lookup Relationship
Hierarchical Relationship
External Lookup Relationship

An organization wants to link its internal employees with specific accounts they manage. However, these employees should not be deleted if the account is removed.

Which relationship type is most appropriate for this scenario?

Lookup Relationship
Master-Detail Relationship
Hierarchical Relationship
External Lookup Relationship

A business requires that account managers can view and edit all opportunities related to accounts they own, but sales reps should only view opportunities they directly own.

Which relationship type between Account and Opportunity supports this requirement?

Lookup Relationship
Master-Detail Relationship
Self Relationship
Indirect Lookup Relationship

A company needs to create a custom object for managing project tasks, and each task must be associated with a project. Additionally, when a project is deleted, all associated tasks should also be deleted.

Which relationship type should be used to meet these requirements?

Lookup Relationship
Master-Detail Relationship
Hierarchical Relationship
External Lookup Relationship

A manufacturing company needs to track its products, warehouses, and inventory levels. Each product can be stored in multiple warehouses, and each warehouse can store multiple products.

How should the data model be structured?

Create a Product object with a lookup relationship to a Warehouse object and a junction object for Inventory linking Product and Warehouse objects
Create a Product object with a master-detail relationship to a Warehouse object and a junction object for Inventory linking Product and Warehouse objects
Create a Product object with a lookup relationship to a Warehouse object and no junction object
Create a Product object with a master-detail relationship to a Warehouse object and no junction object

A non-profit organization needs to manage its donors, donations, and fundraising events. Each donor can make multiple donations, and each donation can be associated with multiple fundraising events.

How should the data model be designed?

Create a Donor object with a master-detail relationship to a Donation object and a junction object for DonationEvent linking Donation and Event objects
Create a Donor object with lookup relationships to both Donation and Event objects
Create a Donor object with a master-detail relationship to a Donation object and a master-detail relationship from Donation to Event
Create a Donor object with lookup relationships to both Donation and Event objects and no junction object

A real estate company needs to track properties, agents, and property showings. Properties can have multiple showings, and each showing is conducted by a single agent.

How should the data model be designed to meet these requirements?

Create a Property object with a lookup relationship to an Agent object and a Showings object with lookup relationships to both Property and Agent objects
Create a Property object with a master-detail relationship to an Agent object and a Showings object with master-detail relationships to both Property and Agent objects
Create a Property object with lookup relationships to both Agent and Showings objects
Create a Property object with a master-detail relationship to a Showings object and a Showings object with a master-detail relationship to an Agent object

A finance department wants to ensure that when an expense report is submitted, it is automatically routed to the appropriate manager for approval and a confirmation email is sent to the employee.

Which automation tool should be recommended to avoid errors in the process?

Use Workflow Rules to handle the approval routing and email notification
Use Approval Processes to handle the approval routing and Process Builder for the email notification
Use Process Builder for both approval routing and email notification
Use Validation Rules to ensure the expense report is routed correctly

A sales team needs to automatically assign new leads to different sales representatives based on the lead’s geographic location. The assignment should ensure no conflicts or errors in lead ownership.

What automation solution should be recommended?

Use Workflow Rules to assign leads based on geographic criteria
Use Process Builder to assign leads and notify sales representatives
Use Lead Assignment Rules to assign leads based on geographic criteria
Use Validation Rules to prevent errors in lead assignment

A company needs to ensure that when a high-priority case is created, a notification is sent to the support manager, a task is created for the support team, and the case status is updated after the task is completed.

What solution should be recommended to automate this process while avoiding errors?

Use a Workflow Rule with Email Alert, Task Creation, and Field Update actions
Use an Approval Process with multiple steps for notifications and task creation
Use Process Builder to handle the notification, task creation, and field update
Use a Validation Rule to enforce the creation of tasks and send notifications

A customer service team needs to ensure that any case that remains open for more than 48 hours without a response is automatically escalated to a manager.

Which tool or action should be used to meet this requirement?

Escalation Rule
Workflow Rule
Process Builder
Validation Rule

A sales manager wants to ensure that when an Opportunity is moved to the “Closed Won” stage, a task is automatically created for the account manager to follow up with the customer.

Which tool or action should be used to achieve this?

Workflow Rule with Task Creation
Validation Rule with Task Creation
Approval Process with Task Creation
Process Builder with Task Creation

A company wants to automate the process of sending a welcome email to new customers immediately after a new Account record is created.

Which tool or action should be used to meet this business requirement?

Workflow Rule with Email Alert
Process Builder with Email Alert
Approval Process with Email Alert
Validation Rule with Email Alert

A company wants to automate the approval of discount requests that exceed 20% on sales opportunities.

What is the main benefit of using an approval process for this scenario?

Reducing the need for manual data entry
Ensuring consistent application of discount policies
Increasing the speed of sales opportunity creation
Allowing multiple users to edit the discount simultaneously

A project manager wants to ensure that any project exceeding a budget of $100,000 is approved by senior management before proceeding.

What use case does this scenario represent for an approval process?

Ensuring compliance with budgetary constraints
Automating routine project approvals
Delegating approval tasks to project members
Tracking project milestones

A company requires that any contract over $50,000 must be reviewed and approved by both the Legal team and the Finance team before it can be finalized.

Which approval process feature would best support this requirement?

Parallel Approval Process
Sequential Approval Process
Delegated Approval Process
Email Approval Process

A company wants to allow a designated user to approve or reject records on behalf of the original approver if they are unavailable.

Which feature of the approval process supports this requirement?

Delegated Approver
Initial Submission Actions
Approval Steps
Final Rejection Actions

An organization wants to automatically notify the record owner when their submitted record is approved or rejected.

Which feature of the approval process should be configured to achieve this?

Initial Submission Actions
Final Approval Actions
Final Rejection Actions
Email Alert Actions

A company needs to ensure that any discount above 20% on a sales opportunity must be approved by a sales manager before the opportunity can be closed.

What feature of the approval process should be used to meet this requirement?

Initial Submission Actions
Approval Steps
Final Approval Actions
Final Rejection Actions

A company wants to ensure that the “Discount Percentage” field on the Quote object is between 0% and 50%.

Which validation rule would enforce this requirement?

Discount_Percentage__c < 0 || Discount_Percentage__c > 50
Discount_Percentage__c >= 0 && Discount_Percentage__c <= 50
NOT(Discount_Percentage__c >= 0 && Discount_Percentage__c <= 50)
Discount_Percentage__c > 0 && Discount_Percentage__c < 50

An HR department wants to ensure that the “Annual Salary” field on the Employee object is only populated when the “Employment Status” field is set to “Active.”

Which validation rule would enforce this requirement?

ISNULL(Annual_Salary__c) && Employment_Status__c = "Active"
NOT(ISNULL(Annual_Salary__c)) && Employment_Status__c != "Active"
ISNULL(Annual_Salary__c) || Employment_Status__c = "Active"
NOT(ISNULL(Annual_Salary__c)) || Employment_Status__c = "Active"

A sales manager wants to ensure that the Close Date on opportunities is always set to a future date.

Which validation rule would enforce this requirement?

CloseDate < TODAY()
CloseDate > TODAY()
ISNULL(CloseDate)
CloseDate = TODAY()

A company is implementing a roll-up summary field to calculate the total value of all closed won opportunities for each account.

What should they be aware of regarding the limitations of roll-up summary fields?

Roll-up summary fields can only be used with custom objects
Roll-up summary fields do not support formula fields in the calculation
Roll-up summary fields cannot be used in workflow rules or approval processes
Roll-up summary fields do not support the MIN operation

A company wants to track the total number of cases related to each account and display this on the account record. They use a master-detail relationship between accounts and cases.

What are the implications of using a roll-up summary field for this purpose?

The roll-up summary field will need to be manually updated when a case is closed
The roll-up summary field cannot include criteria for counting specific types of cases
The roll-up summary field may impact performance when there are a large number of cases
The roll-up summary field cannot be used in validation rules on the Account object

A company uses a custom object called “Invoice” related to the “Account” object in a master-detail relationship. They want to display the total amount of all invoices on the Account record.

What should they consider when using a roll-up summary field for this purpose?

The roll-up summary field can only summarize data from standard objects
The roll-up summary field will automatically update when an invoice is deleted
The roll-up summary field does not support currency fields
The roll-up summary field requires a lookup relationship between Account and Invoice

An e-commerce company wants to show the highest order value for each customer on the customer record.

What type of field should they use to achieve this?

Roll-Up Summary Field with MAX
Formula Field with MAX
Roll-Up Summary Field with SUM
Lookup Relationship Field

A real estate company needs to calculate the total commission from all closed deals for each agent.

Which feature will help them achieve this requirement?

Workflow Rule
Roll-Up Summary Field with SUM
Process Builder
Custom Report

A company wants to display the total number of completed tasks for each account to better understand the engagement level with their clients.

Which type of field should they use?

Formula Field
Roll-Up Summary Field with SUM
Roll-Up Summary Field with COUNT
Lookup Relationship Field

A sales manager wants to track the most recent closed won date of opportunities on the account record.

Which Roll-Up Summary Field operation should be used to achieve this?

SUM
COUNT
MIN
MAX

Which operation is NOT supported by Roll-Up Summary Fields in Salesforce?

SUM
COUNT
MAX
AVERAGE

A company needs to calculate the total value of all closed won opportunities for each account and display this information on the account record.

Which type of field should be used to achieve this?

Formula Field
Roll-Up Summary Field
Lookup Relationship Field
Text Field

A company wants to create a formula field that calculates the commission for sales representatives. The commission is 5% of the Opportunity Amount if the Opportunity Stage is “Closed Won.”

Which formula should be used?

IF(StageName = "Closed Won", Amount * 0.05, 0)
IF(ISPICKVAL(StageName, "Closed Won"), Amount * 0.05, 0)
IF(TEXT(StageName) = "Closed Won", Amount * 0.05, 0)
CASE(StageName, "Closed Won", Amount * 0.05, 0)

A sales manager wants to calculate the number of days an Opportunity has been open and display this information on the Opportunity record.

Which formula field should be used to meet this requirement?

TODAY() – CloseDate
NOW() – CreatedDate
TODAY() – CreatedDate
NOW() – CloseDate

A company wants to display a custom message on the Opportunity record that says “High Value Opportunity” if the Opportunity Amount is greater than $100,000.

Which formula field should be used to meet this requirement?

IF(Amount > 100000, "High Value Opportunity", "")
CASE(Amount, > 100000, "High Value Opportunity", "")
IF(ISPICKVAL(Amount, "High Value Opportunity"), TRUE, FALSE)
CASE(TEXT(Amount), "100000", "High Value Opportunity", "")

A company wants to create a Lightning component that can dynamically display charts based on Salesforce data.

Which technology should be used to develop this component?

Lightning Web Components (LWC)
Salesforce Flow
Validation Rules
Workflow Rules

A Salesforce developer is tasked with creating a custom Lightning component to display a list of contacts related to an account, with additional functionality for inline editing.

Which programmatic approach should be taken?

Use Apex to build a custom Visualforce page
Use Lightning Web Components (LWC) with Apex
Use Process Builder to create the component
Use a Formula Field to display the list of contacts

A developer needs to create a custom Lightning component that retrieves data from an external web service and displays it within a Salesforce application.

Which programming language should be used to implement this Lightning component?

Visualforce
Apex
Lightning Web Components (LWC)
Workflow Rules

A service manager wants to include a custom Lightning component that displays a list of open cases related to the current account on the Account page layout.

Which declarative option should be used?

Setup a Workflow Rule to display the component
Use Lightning App Builder to add the component to the Account page layout
Create a Visualforce page with embedded Lightning component
Use Schema Builder to configure the component on the Account page

A sales team needs a Lightning component that shows the current weather for the account’s location and wants to include this component on the Account home page.

How can they achieve this declaratively?

Use Lightning App Builder to add the component to the Account home page
Create a Visualforce page and embed the Lightning component
Use Process Builder to invoke the Lightning component
Add the component using the Classic Setup menu

A company wants to create a custom Lightning component to display account information and embed it on the Account record page without writing any code.

Which declarative tool should they use?

Visualforce Page
Lightning App Builder
Process Builder
Schema Builder

A customer service team needs a custom link on the Contact record that navigates to a third-party web form, passing the Contact’s email address as a parameter.

Which type of link should be used?

Detail Page Link
Global Action
Object-Specific Action
Formula Field Link

A company wants to add a custom button on the Case record that opens a new email in the user’s email client with the case details pre-filled.

Which type of custom button should be used?

URL Button
List Button
Detail Page Link
Visualforce Page Button

A sales manager wants to add a button on the Account page that allows sales reps to quickly create a new Opportunity pre-filled with the Account’s information.

Which type of customization should be used?

Custom Link
Global Action
Object-Specific Action
Visualforce Page

A marketing team wants to enable users to quickly create a new campaign directly from the global actions menu available throughout Salesforce.

Which type of action should be used?

Global Action
Object-Specific Action
Quick Action
Visualforce Action

A customer service manager wants to streamline the process for agents to escalate cases to a higher support tier by adding a button on the Case record that updates the status and reassigns the case.

Which solution should be implemented?

Global Action
Workflow Rule
Object-Specific Action
Validation Rule

A sales representative needs a quick way to log calls and follow-up tasks directly from the Opportunity record without navigating away.

Which type of action should be used to meet this requirement?

Global Action
Object-Specific Action
Visualforce Action
URL Button

A support team needs a custom link on the Case record that opens a knowledge article search page with the case subject pre-filled as the search term.

Which solution would be most appropriate?

Formula Field Link
Custom Button
Visualforce Page Link
Detail Page Link

A company wants to create a custom link on the Account page that, when clicked, opens a new Contact record pre-filled with the Account’s information.

Which type of link should be used?

Formula Field Link
Custom Button
Visualforce Page Link
Detail Page Link

A sales team wants to add a custom link on the Opportunity record that navigates to a Google search for the Opportunity’s account name.

Which type of custom link should be used?

Formula Field Link
Custom Button
Visualforce Page Link
Detail Page Link

A marketing team wants to use a custom button to generate a PDF summary of a campaign and email it to the campaign manager.

Which type of custom button should be used to achieve this?

URL Button
Visualforce Button
List Button
Detail Page Link

A support manager needs a custom button to quickly escalate a case by changing its status and assigning it to a higher support tier.

Which type of custom button should be created?

URL Button
List Button
Detail Page Button
JavaScript Button

A sales team wants to streamline the process of creating new opportunities by pre-filling certain fields based on values from the current account record.

Which type of custom button should be used to achieve this?

Detail Page Link
List Button
Detail Page Button
JavaScript Button

A support team needs a custom tab to quickly access frequently used support articles and tools.

Which user interface customization option should be implemented to meet this requirement?

Custom Object Tab
Visualforce Tab
Lightning Page Tab
Web Tab

A manager wants to ensure that the fields displayed in the record highlights panel are the most critical for their team.

Which customization option should be used to achieve this?

Page Layouts
Compact Layouts
Record Types
List Views

A sales team wants to customize their Salesforce home page to include a dashboard component, a recent records component, and a custom text area for announcements.

Which tool should be used to achieve this?

Page Layout Editor
Lightning App Builder
Visualforce Page
Workflow Rule

A company is planning to roll out a new feature that requires coordinated updates to custom objects, fields, and profiles. They want to ensure that the deployment can be rolled back quickly if any issues arise.

What deployment plan should they use?

Use change sets with manual rollback procedures
Deploy directly to production and monitor for issues
Use a source control system and continuous integration/continuous deployment (CI/CD) pipeline
Manually update each component in production

A development team needs to deploy a series of interdependent components, including Apex classes, triggers, and custom objects, to a production environment. They want to ensure that all components are deployed successfully without errors.

What is the most appropriate deployment plan?

Deploy each component separately
Deploy all components together in a single change set
Deploy Apex classes and triggers first, then custom objects
Use unmanaged packages for each component

A company is planning to deploy a new application with complex customizations that require extensive testing. They want to minimize the risk of deployment failures and ensure that the application works seamlessly in production.

What deployment plan should they follow?

Deploy directly to production without testing
Use a Partial Copy Sandbox for testing, then deploy to production
Deploy to a Full Sandbox for testing, then deploy to production
Use Developer Sandboxes for testing, then deploy to production

A development team wants to distribute a utility component to several Salesforce orgs, allowing each org to customize and extend the functionality as needed.

What should they consider when deciding between managed and unmanaged packages?

Managed Packages allow customization of components by each org
Unmanaged Packages do not allow for customization after installation
Managed Packages are better for maintaining control over the component's code
Unmanaged Packages cannot be used for distributing utility components

A Salesforce consulting firm is developing a custom application for a client and wants to ensure that the client cannot change the code after installation.

Which type of package should the consulting firm use?

Managed Package
Unmanaged Package
Patch Release
Change Set

A company is developing a custom application that will be used internally across multiple Salesforce orgs within the company. They want to be able to modify the application independently in each org after deployment.

Which type of package should they use?

Managed Package
Unmanaged Package
Patch Release
Change Set

A deployment of a change set that includes Apex classes and triggers fails due to test failures.

What is the best approach to resolve these failures before attempting to redeploy?

Ignore the test failures and proceed with the deployment
Disable the Apex triggers and classes in the sandbox
Review and fix the failing test methods in the sandbox, then redeploy
Increase the test coverage threshold in the target org

An organization is deploying a set of workflow rules and their associated email alerts using a change set. After deployment, the email alerts are not being sent.

What should the administrator check to troubleshoot this issue?

Verify that email deliverability settings are enabled in the target org
Ensure the workflow rules are active in the sandbox
Recreate the email alerts manually in production
Confirm that the workflow rules are included in a separate change set

A Salesforce administrator needs to deploy a new custom object, its fields, and validation rules from a sandbox to production. During deployment, an error occurs indicating that one of the validation rules references a field that does not exist in the target environment.

How should the administrator resolve this issue?

Recreate the validation rule directly in production
Ensure the field is included in the change set and redeploy
Deactivate the validation rule in the sandbox and then deploy
Remove the validation rule from the change set

An administrator receives an error stating “Apex Test Failure” during a change set deployment.

What is the best step to troubleshoot this error?

Ignore the error and proceed with the deployment
Review the failed test methods and debug the Apex code in the sandbox
Remove the failing Apex tests from the change set
Increase the test coverage threshold in the target org

During the deployment of a change set, the deployment fails with an error related to a validation rule.

What should the administrator do to successfully deploy the change set?

Deactivate the validation rule in the target org before deploying
Modify the validation rule directly in production
Remove the validation rule from the change set
Recreate the change set without any validation rules

A Salesforce administrator is attempting to deploy a change set but encounters an error indicating that a required field is missing.

What should the administrator do to troubleshoot this issue?

Recreate the change set and try again
Verify that all dependencies are included in the change set
Delete the missing field in the sandbox
Deploy a smaller change set first

An organization needs to deploy changes to custom profiles and permission sets from a sandbox to production.

What is a key consideration to ensure the viability of this deployment using change sets?

Profiles and permission sets should be modified directly in production
Include profiles, permission sets, and any related objects or fields in the change set
Only include profiles in the change set
Use a Partial Copy Sandbox to perform the deployment

A company wants to deploy a new workflow rule with its associated email alert using change sets.

What must be considered to ensure the deployment is viable?

Deploy the workflow rule and email alert in separate change sets
Include the workflow rule, email alert, and any templates in the same change set
Manually create the email alert in production after deploying the workflow rule
Only include the workflow rule in the change set

A Salesforce administrator needs to deploy a new custom object with its fields and relationships from a sandbox to production.

What should they ensure to maintain the viability of the deployment using change sets?

Only include the custom object in the change set
Include the custom object, fields, and relationships in the change set
Manually create the fields and relationships in production
Use a Full Sandbox to perform the deployment

A developer needs to deploy a set of interdependent components, including Apex classes, triggers, and Visualforce pages, using change sets.

How should they ensure that the deployment succeeds?

Deploy each component type in separate change sets
Deploy all components in a single change set
Deploy Apex classes and triggers first, then Visualforce pages
Deploy Visualforce pages first, then Apex classes and triggers

When deploying a change set containing new validation rules, what consideration should be made to avoid deployment errors related to existing data?

Ensure all existing data complies with the new validation rules
Disable the validation rules during the deployment
Deploy the validation rules in a separate change set
Manually update all records in production to meet the new validation criteria

A company needs to deploy custom metadata types and custom settings from a sandbox to production using change sets.

What is a crucial step they must take to ensure a successful deployment?

Include only the custom metadata types in the change set
Include both custom metadata types and custom settings in the change set
Manually recreate custom settings in the production environment
Export custom settings data and import it into production after deployment

A development team needs to deploy a new workflow rule and its associated email alert from a sandbox to production.

What is the correct way to include these components in a change set?

Include only the workflow rule in the change set
Include only the email alert in the change set
Include the workflow rule and email alert in separate change sets
Include the workflow rule and email alert in the same change set

During a deployment using change sets, an administrator notices that a validation rule is causing errors.

What is the recommended approach to resolve this issue?

Delete the validation rule in production before deploying the change set
Deactivate the validation rule in the sandbox and re-upload the change set
Modify the validation rule in production after deploying the change set
Include the validation rule in a separate change set

A company wants to deploy a new custom object and its associated fields from the sandbox to the production environment.

What is the best practice for including these components in a change set?

Include only the custom object in the change set
Include the custom object and its fields separately in the change set
Include the custom object, its fields, and any dependent components in the change set
Include the custom object and a related list view in the change set

A company needs to develop a complex application that will require multiple integration points with external systems.

Which type of sandbox should be recommended for initial development and integration testing?

Developer Sandbox
Partial Copy Sandbox
Full Sandbox
Developer Pro Sandbox

A Salesforce administrator is preparing to deploy a new feature from a development environment to production.

What key milestone should they ensure before initiating the deployment?

All users are logged out of the system
The development environment is a Full Sandbox
User Acceptance Testing (UAT) is completed successfully
A backup of the production data is created

A company is planning to develop a new Salesforce application and wants to ensure that the application is thoroughly tested in an environment that closely mirrors production.

Which type of sandbox should they use for final testing before deployment?

Developer Sandbox
Partial Copy Sandbox
Full Sandbox
Developer Pro Sandbox

A product development team wants to gather feedback on new features from a select group of users and keep this feedback private from the rest of the organization.

How should Chatter be customized to meet this requirement?

Use Chatter Polls to gather feedback
Create a private Chatter Group for the select group of users
Enable Chatter Questions on the feature-related posts
Use Chatter Topics to categorize feedback posts

A marketing team wants to use Chatter to collaborate on campaign planning and execution. They need to ensure that all team members can easily find and access campaign documents, updates, and discussions.

What customization should be implemented?

Create a Chatter Group for each campaign and add relevant team members
Use Chatter Topics to tag and organize campaign posts
Enable Chatter on the Campaign object and use feed tracking
Create a custom Chatter component on the campaign page layout

A non-profit organization wants to ensure that their volunteers can easily check in for their shifts and log their hours using the Salesforce mobile app. The organization wants to make this process as seamless as possible.

What should be configured to meet this requirement?

Create a custom Visualforce page for volunteers to check in and log hours
Use object-specific actions on the Volunteer Shift object for check-in and logging hours
Customize the mobile navigation menu to include Volunteer Shifts and Hours tabs
Use Global Actions for volunteer check-in and logging hours

A field service team needs to update the status of their service appointments directly from their mobile devices. They also need to capture the customer’s signature after completing a job.

What features should be implemented to optimize their Salesforce mobile user experience?

Create a custom Visualforce page for updating appointment status and capturing signatures
Use object-specific actions on the Service Appointment object to update status and create a quick action for capturing signatures
Add custom buttons on the Service Appointment layout for status updates and signatures
Use Global Actions for updating status and capturing signatures

A sales team needs to quickly log calls and create follow-up tasks while on the go using the Salesforce mobile app. They want to minimize the number of clicks required to perform these actions.

What customization should be implemented to optimize their mobile user experience?

Create a custom Visualforce page for logging calls and creating tasks
Use Global Actions to add Log a Call and New Task actions to the Salesforce mobile app
Customize the mobile navigation menu to include the Tasks and Calls tabs
Use object-specific actions on the Account object to log calls and create tasks

A marketing team needs a dashboard to track campaign performance, including metrics like the number of leads generated, conversion rates, and total campaign costs. They want to display this information in a visually appealing manner with interactive features.

What dashboard components should be used?

Use Tabular Reports for all metrics and add them to the dashboard
Use Lightning Tables for interactive data and Chart components for visual appeal
Use Metric components for each KPI and combine them in a single view
Use Dashboard Filters to allow users to interactively filter data by campaign

A customer service manager wants to create a dashboard that shows real-time updates of open cases, case resolution times, and the distribution of cases by priority.

What dashboard features should be utilized to meet these requirements?

Use Table components to display open cases and resolution times
Use Gauge components to show case resolution times and Pie Chart components for case distribution by priority
Use Lightning Components to display real-time data
Use Visualforce pages for real-time case updates and custom components

A sales manager needs a dashboard that displays key performance indicators (KPIs) such as total sales revenue, the number of closed deals, and the average deal size. The manager also wants to track these metrics over time with visual charts.

Which features should be used to create this dashboard?

Use Tabular Reports and embed them in the dashboard
Use Summary Reports with charts and add them to the dashboard
Use Metric and Gauge components in the dashboard
Use Visualforce pages to create custom dashboard components

A marketing team needs a report to track campaign performance, including the number of leads generated and their statuses. They want to ensure that the report includes all leads whether or not they are associated with a campaign.

Which report type should be used?

Standard Lead Report
Custom Report Type: Campaigns with Leads
Custom Report Type: Leads with or without Campaigns
Joined Report with Campaigns and Leads

A customer service manager needs a report that includes both Cases and their related Accounts to evaluate the service provided to different types of customers. The manager wants to ensure the report only includes Accounts with Cases.

What is the appropriate report type for this requirement?

Standard Case Report
Custom Report Type: Cases with Accounts
Joined Report with Cases and Accounts
Matrix Report with Cases and Accounts

A sales director wants a report that shows Opportunities and their associated Products to analyze sales performance by product. They need to ensure that only Opportunities with Products are included in the report.

Which report type should be used to meet this requirement?

Standard Opportunity Report
Custom Report Type: Opportunities with Products
Matrix Report with Opportunities and Products
Summary Report with Opportunities and Products

A marketing team wants to analyze the effectiveness of their campaigns by comparing the lead conversion rates across different campaigns. They need a report that shows lead conversions and can filter by campaign type.

What type of report and feature should they use?

Tabular Report with Custom Summary Formulas
Summary Report with Cross Filters
Matrix Report with Summary Formulas
Joined Report with Custom Report Types

A customer service manager wants a report that displays the number of cases closed each month, categorized by case priority. The report should highlight months with unusually high case closures in red.

Which report feature should be utilized?

Summary Report with Grouping and Conditional Highlighting
Matrix Report with Conditional Highlighting
Tabular Report with Custom Summary Formulas
Joined Report with Multiple Blocks

A sales manager needs a report that shows the total sales revenue for each account, grouped by account type, and includes a chart for visual representation.

Which feature should be used to create this report?

Summary Report with Grouping
Tabular Report with Conditional Highlighting
Joined Report with Multiple Blocks
Matrix Report with Grouping and a Chart

A company needs to allow external partners to access certain records in the “Project” custom object while ensuring these partners cannot see other internal records.

What sharing solution should be used to meet this requirement?

Use Sharing Rules to grant access to external partners
Set Organization-Wide Defaults to Public Read Only
Use Partner Community and Sharing Sets
Use Manual Sharing to share each record with external partners

A support team needs to ensure that only Tier 2 support agents can view and edit cases that are escalated, while Tier 1 support agents can only view these cases.

How can this requirement be met?

Set Organization-Wide Defaults to Private and use Sharing Rules to grant access
Use Profile settings to control access to escalated cases
Use Manual Sharing to share each escalated case with Tier 2 agents
Create a Criteria-Based Sharing Rule for escalated cases

A company wants to ensure that sales representatives can only access their own Opportunities, while sales managers should have access to all Opportunities within their team.

What sharing solution should be implemented to meet this requirement?

Use Organization-Wide Defaults set to Public Read/Write
Use Organization-Wide Defaults set to Private and Role Hierarchy
Use Sharing Rules to grant access to Opportunities
Use Permission Sets to grant access to Opportunities

An HR department needs to ensure that only HR managers can edit the “Salary” field on the Employee custom object, while HR assistants can view the field but cannot edit it.

What is the best way to configure this?

Create separate Record Types for HR managers and HR assistants
Use Field-Level Security to control edit access to the "Salary" field
Use Page Layouts to hide the "Salary" field from HR assistants
Create a Validation Rule to prevent HR assistants from editing the "Salary" field

A sales organization wants to ensure that only sales managers can view the “Discount Percentage” field on the Opportunity object, while other users should not have access to this field at all.

How can this requirement be implemented?

Use Field-Level Security to restrict access to the "Discount Percentage" field for non-managers
Create a Validation Rule to hide the "Discount Percentage" field for non-managers
Use Page Layouts to remove the "Discount Percentage" field for non-managers
Use Role Hierarchies to control access to the "Discount Percentage" field

A healthcare organization needs to ensure that only medical staff can view and edit the “Medical History” field on the Patient custom object, while administrative staff should only have view access.

What feature should be used to achieve this?

Create a Validation Rule to prevent administrative staff from editing the "Medical History" field
Use Page Layouts to show the "Medical History" field only to medical staff
Set Field-Level Security to restrict edit access to the "Medical History" field for administrative staff
Create a Workflow Rule to notify medical staff when the "Medical History" field is edited

A company wants to ensure that support agents can only see cases assigned to their own team while allowing support managers to see all cases.

How can this be achieved?

Set Organization-Wide Defaults to private for the Case object and create Sharing Rules to grant access based on team membership
Use Permission Sets to grant access to cases for support managers
Create different Page Layouts for support agents and support managers
Use Validation Rules to restrict case visibility based on team membership

A sales team needs to restrict access to sensitive Opportunity records based on the Opportunity Stage. Only sales managers should be able to view and edit Opportunities in the “Closed – Lost” stage.

What should be used to meet this requirement?

Validation Rules
Field-Level Security
Record Types and Page Layouts
Sharing Rules

A company wants to ensure that only certain users can delete records in the custom object “Project” while allowing all users to create and edit records.

How can this be accomplished?

Use Sharing Rules to restrict delete access
Set Organization-Wide Defaults to private for the "Project" object
Create a custom profile that restricts delete permissions and assign it to the specific users
Use Field-Level Security to restrict delete access

A support team wants to extend the functionality of the Case object by adding a new field that tracks the escalation level of a case.

They also want to ensure that only the support manager can update this field. How can this requirement be achieved?

Create the field and use Page Layouts to ensure only the support manager’s layout includes the field
Create the field and set Field-Level Security to allow only the support manager to edit the field
Create a Validation Rule that allows only the support manager to update the field
Create a Record Type for the support manager with access to the new field

A company needs to ensure that a certain group of users can only access and modify their own accounts while allowing managers to access and modify all accounts.

What feature should be used to meet this requirement?

Sharing Rules
Role Hierarchy
Permission Sets
Field-Level Security

A sales team wants to ensure that only the sales managers can view and edit the “Discount Percentage” field on the Opportunity object, while other users should only be able to view this field if necessary.

How should this requirement be implemented?

Use Field-Level Security to restrict access to the "Discount Percentage" field
Create a Validation Rule to prevent non-managers from editing the "Discount Percentage" field
Use Page Layouts to hide the "Discount Percentage" field from non-managers
Use Record Types to control access to the "Discount Percentage" field

A small business needs an accounting solution that integrates seamlessly with Salesforce to manage invoicing, payments, and financial reporting. They want to minimize the complexity of implementation and avoid building a custom solution.

What is the most appropriate course of action?

Develop a custom accounting solution within Salesforce
Install an accounting app from the AppExchange
Use Salesforce standard objects to create an accounting system
Hire an external consultant to build a custom integration with an existing accounting software

A non-profit organization needs a robust donation management system integrated with their Salesforce instance to track donations, manage donor relationships, and generate reports for stakeholders.

What solution should they consider?

Custom develop a donation management system using Salesforce tools
Utilize standard Salesforce objects like Accounts and Opportunities
Look for a donation management solution on the AppExchange
Use Excel spreadsheets and manually update Salesforce records

A company wants to implement a project management solution within Salesforce that allows users to create tasks, manage deadlines, and track project progress. They have a tight deadline and limited development resources.

What is the best approach to meet this requirement?

Develop a custom project management application using Apex and Visualforce
Use the standard Salesforce tasks and events features
Purchase a third-party project management tool and integrate it with Salesforce
Install a project management app from the AppExchange

A customer service team wants to create a form that allows users to enter complex information about a case, including conditional fields that appear based on user input. The form needs to be embedded in a Salesforce Lightning page.

What customization approach should be used?

Dynamic Forms
Visualforce Page
Lightning Web Component
Workflow Rule

A sales manager wants to automatically send a follow-up email to a customer two days after an Opportunity is marked as “Closed Won”. This email should be customizable based on the specific products included in the Opportunity.

What customization approach should be used?

Workflow Rule with Email Alert
Process Builder with Scheduled Action
Apex Class with Scheduled Job
Formula Field

A company needs to automatically calculate the total discount amount for each Opportunity based on a complex discounting algorithm that involves multiple custom objects and fields. The calculation needs to be updated in real-time as users make changes to the Opportunity and related records.

What customization approach should be used?

Formula Field
Workflow Rule
Apex Trigger
Process Builder

A company needs to integrate external data from their ERP system into Salesforce to provide a unified view of customer information. They want the data to be available in real-time without duplicating it in Salesforce.

What solution should they consider?

Data Loader
Data Import Wizard
External Objects using Salesforce Connect
Scheduled Data Export

A marketing team needs to export data from Salesforce to perform detailed analysis in an external system. They require regular, scheduled exports of the latest data without manual intervention.

Which tool should they use to accomplish this, and what are the key considerations?

Data Import Wizard
Data Loader
Scheduled Reports
Salesforce Connect

A company needs to import a large dataset of customer information into Salesforce. The dataset contains more than 50,000 records and includes complex relationships between accounts and contacts.

What tool should the company use to ensure a successful import, and what considerations should be made?

Data Import Wizard
Data Loader
Schema Builder
Salesforce Connect

An organization needs to document its Salesforce data model, including custom objects and fields, and visualize the relationships between them for a new project. They also want to ensure that any changes made to the data model are accurately reflected in the documentation.

Which tool is best suited for this purpose?

Salesforce Optimizer
Schema Builder
Apex Class
Flow Builder

A Salesforce administrator needs to quickly identify all the relationships between the Account object and other objects in the system. They also want to create a new lookup relationship between Account and a custom object.

Which tool should they use and why?

Data Import Wizard
Process Builder
Schema Builder
Report Builder

A company is planning to restructure its Salesforce data model to better align with its business processes. They want to visually represent the relationships between objects and fields, create new custom objects, and add new fields to existing objects.

Which tool should they use, and what are its capabilities?

Data Loader
Schema Builder
Object Manager
Setup Menu

An HR department uses a custom field to store employee phone numbers as a Number data type. They realize that phone numbers can include special characters like dashes and parentheses, and they need to change the field to a Text data type.

What should they consider before making this change?

Number fields cannot be changed to Text fields directly
Existing numeric values will be converted to strings
The field will no longer support numeric operations
Field validation rules will automatically adjust to the new data type

A financial services company uses a custom field to track account balances as a Text data type. They need to change this field to a Currency data type to support financial calculations and reporting.

What considerations should be taken into account before making this change?

Text fields cannot be changed to Currency fields directly
The change will automatically update all existing values to the new format
All existing text values must be valid currency formats
The field's relationships with other objects will be affected

A company initially created a custom field as a Text data type to store a product serial number. They now realize that these serial numbers always contain only numeric values and want to perform numeric operations on them.

What considerations should be made when changing the field data type from Text to Number?

Data loss might occur during the conversion
Existing records with non-numeric values will be converted to zeros
The field's history tracking will be reset
The field's API name will change

A company wants to track employee training courses and generate reports that show which employees have attended which courses, including those employees who have not yet attended any course.

What relationship type should be used between Employees and Courses to meet this reporting requirement?

Master-Detail Relationship
Lookup Relationship
Hierarchical Relationship
Many-to-Many Relationship using a Junction Object

A nonprofit organization needs to track donations and donors, and generate reports that show the total donations received per donor and per campaign. They also want to ensure that they can report on donors who have not made any donations yet.

Which relationship type should be used between Donations and Donors?

Master-Detail Relationship
Lookup Relationship
Hierarchical Relationship
Many-to-Many Relationship using a Junction Object

A sales team wants to generate a report that shows all Opportunities and their associated Products to analyze sales performance by product. The report should allow them to view Opportunities with or without associated Products.

What relationship type should be used between Opportunities and Products to facilitate this reporting requirement?

Master-Detail Relationship
Lookup Relationship
Hierarchical Relationship
Many-to-Many Relationship using a Junction Object

A real estate company needs to relate property listings to agents and wants to ensure that agents can quickly access all the listings they manage from their user record.

How can this be accomplished while providing an intuitive user interface?

Create a Lookup Relationship between Property and User
Create a Master-Detail Relationship between Property and User
Create a Hierarchical Relationship between Property and User
Create a Junction Object to manage the relationship between Property and User

A university needs to manage courses and the students enrolled in each course. They want instructors to have a seamless way to view and update student enrollments directly from the course record page.

Which relationship type should be implemented?

Lookup Relationship
Master-Detail Relationship
Many-to-Many Relationship
External Lookup Relationship

A company needs to track orders and the products associated with each order. They want to ensure that when users view an order record, they can easily see and manage the associated products directly from the order detail page.

What relationship type should be used to achieve this?

Lookup Relationship
Master-Detail Relationship
Hierarchical Relationship
External Lookup Relationship

A project management application needs to link tasks to both projects and team members. Each task can only be linked to one project but can involve multiple team members. Additionally, access to tasks should be independent of access to projects and team members.

What is the appropriate relationship type to use?

Master-Detail Relationship for tasks and projects, and Lookup Relationship for tasks and team members
Lookup Relationship for both tasks and projects, and tasks and team members
Many-to-Many Relationship for tasks and team members using a junction object
Hierarchical Relationship for tasks and projects

A sales organization needs to relate multiple contacts to a single account and ensure that access to the account record does not automatically grant access to the related contact records.

Which relationship type should be implemented to meet this requirement?

Lookup Relationship
Master-Detail Relationship
Hierarchical Relationship
External Lookup Relationship

A company needs to track equipment maintenance records. Each piece of equipment can have multiple maintenance records, but each maintenance record should be linked to only one piece of equipment. The company also wants to ensure that maintenance records are only visible to users who have access to the related equipment.

What relationship type should be used?

Lookup Relationship
Master-Detail Relationship
Hierarchical Relationship
Many-to-Many Relationship

A nonprofit organization needs to track donations, donors, and fundraising campaigns. Each donor can make multiple donations, and each donation can be associated with multiple campaigns.

How should the data model be designed?

Create a single custom object to track donors, donations, and campaigns
Create two custom objects: Donors and Donations, with a lookup relationship between them
Create three custom objects: Donor, Donation, and Campaign, with junction objects to manage many-to-many relationships
Use the standard Opportunity object for Donations and custom objects for Donors and Campaigns

A real estate company wants to track properties, their owners, and rental agreements. Each property can have one owner, but a property can have multiple rental agreements over time.

How should the data model be structured?

Create a single custom object for Properties and track owners and rental agreements with custom fields
Create two custom objects: Properties and Owners, with a lookup relationship between them
Create three custom objects: Property, Owner, and Rental Agreement, with appropriate relationships between them
Use the standard Account object for Owners and a custom object for Properties and Rental Agreements

A company needs to manage its employee training programs. Each training program can have multiple sessions, and employees can enroll in multiple sessions. The company wants to track which employees are enrolled in which sessions and their attendance status.

What data model should be used?

Create a single custom object to track training programs, sessions, and enrollments
Create two custom objects: one for training programs and another for sessions, with a lookup relationship between them
Create three custom objects: Training Program, Session, and Enrollment, with appropriate relationships between them
Use the standard Event object to track sessions and custom fields to manage enrollments and attendance

A sales team needs to automatically update the Opportunity Stage to “Closed – Won” when a related Contract record is marked as “Active”. They also want to log an error if the Opportunity Stage cannot be updated due to validation rules or other issues.

What solution should be used?

Workflow Rule with Field Update
Process Builder with Fault Handling
Validation Rule
Scheduled Apex Batch

A customer service team needs to automatically escalate cases that remain unresolved for more than 48 hours to a higher support tier. They also want to ensure that the escalation does not happen if the case is already being handled by a manager.

What automation solution should be implemented?

Escalation Rule
Workflow Rule
Process Builder with Criteria
Approval Process

A company wants to automate the process of assigning new leads to sales representatives based on the lead’s geographical region. They want to ensure that the process is error-free and handles any exceptions, such as missing address information.

What solution should be recommended?

Workflow Rule
Validation Rule
Apex Trigger
Process Builder with Fault Handling

A marketing team wants to ensure that when a new lead is created with an email address from a specific domain, an automatic task is assigned to the lead owner to follow up within 24 hours.

What tool or action should be used to meet this requirement?

Workflow Rule
Process Builder
Validation Rule
Approval Process

A customer service team needs to automatically create a follow-up task for the case owner whenever a high-priority case is closed.

What tool or action should be implemented to achieve this?

Validation Rule
Process Builder
Formula Field
Approval Process

A sales manager wants to automatically send an email notification to the account owner when an Opportunity is closed as lost.

What tool or action should be used to meet this business requirement?

Validation Rule
Workflow Rule
Approval Process
Roll-Up Summary Field

A project management team wants to implement a process where changes to project deadlines must be approved by the project manager and the client before being finalized.

Which Salesforce feature should be used?

Validation Rule
Workflow Rule
Approval Process
Sharing Rule

An HR department needs to implement a process where all new job postings must be reviewed and approved by the HR manager and the department head before being published.

How can this requirement be met?

Create a Validation Rule
Use an Approval Process with multiple approvers
Set up a Workflow Rule to notify approvers
Use a Process Builder to update the approval status

A company wants to ensure that any Opportunity with a discount greater than 15% must be approved by a sales manager before it can be closed.

Which feature should be used to enforce this requirement?

Validation Rule
Workflow Rule
Approval Process
Escalation Rule

A sales team wants to ensure that the “Close Date” on the Opportunity object is always set to a future date.

How can this requirement be enforced?

Create a Validation Rule to check if the "Close Date" is in the future
Use a Workflow Rule to automatically update the "Close Date"
Implement a Trigger to update the "Close Date"
Create a Formula Field to calculate if the "Close Date" is in the future

An HR department wants to ensure that all employees have a valid email address format before their records are saved in Salesforce.

What should be implemented to achieve this?

Create a Workflow Rule to check the email format
Create a Validation Rule to enforce the correct email format
Use a Trigger to validate the email format
Create a Formula Field to display an error message

A company wants to ensure that the “Discount Percentage” field on the Opportunity object is not set higher than 20% unless the Opportunity Stage is “Closed – Won”.

How can this requirement be enforced?

Create a Workflow Rule
Create a Validation Rule
Create a Formula Field
Create an Approval Process

A project manager needs a roll-up summary field on the Project object to display the total estimated hours from all related Task records. The Task object has a Master-Detail relationship with the Project object.

What is a potential implication of using a roll-up summary field in this context?

Roll-up summary fields are not updated in real-time
Roll-up summary fields can trigger validation rules on child records
Roll-up summary fields can only be used with standard objects
Roll-up summary fields do not respect sharing rules

An organization wants to track the total number of active subscriptions per customer using a roll-up summary field. They have a custom object called “Subscription” with a field called “Status” and a Master-Detail relationship to the Account object.

What should they consider when setting up this roll-up summary field?

Roll-up summary fields cannot filter records based on criteria
The roll-up summary field must be created on the Subscription object
Roll-up summary fields can filter which child records to include in the calculation based on specific criteria
The roll-up summary field cannot be used in reports and dashboards

A company uses Salesforce to manage its sales pipeline. They want to implement a roll-up summary field on the Account object to show the total value of all closed won Opportunities.

What is an important consideration when using roll-up summary fields in this scenario?

Roll-up summary fields can only be created on custom objects
Roll-up summary fields can only summarize data from child records in a Master-Detail relationship
Roll-up summary fields can include fields from related objects through lookup relationships
Roll-up summary fields can be used to calculate formulas involving parent records

A nonprofit organization tracks donations made by donors and wants to display the total amount of donations received and the average donation amount on the donor’s record. Each donation is recorded in a custom object with a Master-Detail relationship to the Donor object.

How should the organization use roll-up summary fields to meet this requirement?

Create roll-up summary fields on the Donor object to sum the total donation amount and calculate the average donation amount
Create a formula field on the Donor object to calculate the average donation amount
Use a validation rule to ensure donations are correctly linked to the Donor record
Create a workflow rule to update the Donor record with the total donation amount

A project manager needs to track the total hours spent on tasks related to each project. Each task is recorded in a custom object with a Master-Detail relationship to the Project object. The project manager also wants to know the latest task completion date.

How should roll-up summary fields be utilized to meet this requirement?

Create a roll-up summary field on the Project object to sum the total hours from related Task records and another roll-up summary field to get the latest task completion date
Create formula fields on the Project object to calculate the total hours and latest task completion date
Use a report to view the total hours and latest task completion date for each project
Create a workflow rule to update the Project record with the total hours and latest task completion date

A company uses Salesforce to manage its sales pipeline. The sales manager wants to see the total number of closed deals and the total revenue generated for each Account. Each deal is recorded as an Opportunity with a Master-Detail relationship to the Account object.

Which use case best describes the application of roll-up summary fields to meet this requirement?

Create a formula field on the Account object to calculate the total number of closed deals and total revenue
Create a roll-up summary field on the Account object to count the number of closed Opportunities and sum their Amount fields
Create a workflow rule to update a custom field on the Account object with the total revenue from closed Opportunities
Create a custom report to show the total number of closed deals and revenue for each Account

A project management application tracks tasks associated with projects. The project manager wants to calculate the average time spent on tasks for each project. The Task object has a Master-Detail relationship with the Project object.

What type of field should be created on the Project object to achieve this?

Roll-Up Summary Field
Formula Field
Lookup Field
Date Field

A nonprofit organization needs to track the total number of volunteer hours logged for each event. The Event object has a Master-Detail relationship with the Volunteer Hours custom object.

How can this requirement be met?

Create a Formula Field on the Event object
Create a Roll-Up Summary Field on the Event object
Use a Lookup Relationship between Event and Volunteer Hours
Create a Text Field on the Event object

A retail company wants to track the total sales revenue for each of its stores. Each store is represented by an Account, and individual sales are recorded as custom objects called “Sales” with a Master-Detail relationship to the Account object.

Which type of field should be used to calculate the total sales revenue for each store?

Formula Field
Roll-Up Summary Field
Lookup Field
Number Field

A project management application tracks tasks and their associated projects. The project manager wants to know the earliest due date of all tasks related to a project to manage timelines effectively. The Task object has a Master-Detail relationship with the Project object.

What type of field should be created on the Project object to achieve this?

Date Field
Formula Field
Roll-Up Summary Field
Lookup Field

A sales manager wants to see the total number of closed won Opportunities for each Account to measure account performance. The Opportunity object has a Master-Detail relationship with the Account object.

What field type should be used on the Account object to provide this information?

Formula Field
Roll-Up Summary Field
Lookup Field
Number Field

A nonprofit organization tracks donations and wants to display the total amount of donations on each Account record. They have a custom object called “Donation” that has a Master-Detail relationship with the Account object.

Which type of field should they use on the Account object to achieve this?

Formula Field
Lookup Relationship
Roll-Up Summary Field
Text Field

A service team wants to track the status of a Case and display a custom text field “Case Status Description” that shows “Open” if the status is “New” or “In Progress” and “Closed” if the status is “Closed” or “Resolved”.

What formula should be used?

IF(Status = "Closed" || Status = "Resolved", "Closed", "Open")
CASE(Status, "Closed", "Closed", "Resolved", "Closed", "New", "Open", "In Progress", "Open", "Other")
IF(ISPICKVAL(Status, "New"), "Open", "Closed")
TEXT(Status) + " Case"

A company wants to display a custom field called “Account Age” on the Account object, which shows the number of years since the account was created.

What formula should be used to create this field?

YEAR(TODAY()) – YEAR(CreatedDate)
NOW() – CreatedDate
TODAY() – CreatedDate
YEAR(TODAY()) + CreatedDate

A sales manager wants to automatically calculate the commission for each Opportunity based on a fixed percentage of the Opportunity Amount. The commission rate is 5%.

Which formula field should be created to meet this requirement?

Amount * 0.05
Commission__c * Amount
Amount / 0.05
Opportunity__c.Commission__c

A development team needs to create a custom Lightning component that interacts with complex business logic, including multiple DML operations and extensive data processing.

What is the best approach to implement this component?

Develop the component using standard Lightning web components with client-side JavaScript only
Use Lightning Aura Components with an Apex Controller
Create a Custom Button with embedded JavaScript to perform operations
Utilize Process Builder to call the Lightning component

A company wants to create a custom Lightning component that allows users to perform advanced filtering on Opportunity records and display the results in a custom table. The component should be reusable across different pages.

Which programmatic customization approach should be used?

Develop a Visualforce page with embedded JavaScript
Create a Lightning web component
Use a Workflow Rule to trigger the component
Build a Custom Link to the component

A developer needs to create a custom Lightning component that retrieves data from an external web service and displays it within the Salesforce UI.

What programmatic approach should be used to incorporate this custom Lightning component?

Use a standard Lightning web component
Use Lightning Aura Components with Apex Controller
Use a Custom Button with JavaScript
Use Visualforce with an embedded Lightning component

A marketing manager wants to add a custom Lightning component to the homepage that displays a dynamic chart of campaign performance. This should be done without any custom coding.

Which declarative method should be used?

Use Lightning App Builder to add the Lightning component to the homepage
Create a Workflow Rule to display the Lightning component
Use a Custom Button to navigate to the Lightning component
Create a Visualforce Page that embeds the Lightning component

A service team needs a custom Lightning component on the Case record page that displays real-time case metrics and KPIs. They want to be able to add this component without writing any code.

What declarative tool should be used?

Process Builder
Lightning App Builder
Flow Builder
Custom Metadata Types

A sales manager wants to enhance the Account record page by displaying a custom Lightning component that shows a summary of recent activities related to the account.

Which declarative option should be used to incorporate this Lightning component into the Account record page?

Use a Custom Button to link to the Lightning component
Add the Lightning component to the Account record page using Lightning App Builder
Create a Visualforce Page that includes the Lightning component
Use a Workflow Rule to trigger the Lightning component

A marketing team wants to quickly log calls made to leads from the Lead record page and capture details such as call duration and follow-up actions.

Which type of action should be created to meet this requirement?

Global Action
Object-Specific Action
Quick Action
Visualforce Page

A support team needs a quick way to escalate Cases directly from the Case record page. This action should update the Case status to “Escalated” and notify the support manager.

What type of action should be implemented?

Global Action
Object-Specific Action
Workflow Rule
Validation Rule

A sales team wants to streamline the process of creating follow-up tasks for Opportunities. They need an action that allows them to quickly create a task related to an Opportunity from the Opportunity record page.

Which type of action should be used?

Global Action
Object-Specific Action
Visualforce Page
Custom Button

An HR department wants to add a link to the Employee record page that opens the employee’s profile on the internal company portal. The URL is the same for all employees, but includes the employee ID as a query parameter.

How should this be implemented?

Custom Button
Hyperlink Formula Field
URL Link
Rich Text Area

A support team needs to link each Case record to an external knowledge base article based on the case topic. They want the link to dynamically change based on the case topic.

Which approach should be used to achieve this?

Custom Button
Formula Field
Static Resource
Visualforce Page

A sales manager wants to provide the sales team with a quick way to access a competitor’s website directly from the Opportunity record page to gather competitive intelligence.

What type of link should be used?

Custom Button
Formula Field
URL Link
Hyperlink Field

A project management team wants a custom button on the Project record that generates a PDF summary of the project details and downloads it.

Which feature should be used to achieve this?

Custom Link
Visualforce Button
URL Button
List Button

A support team needs a custom button on the Case record page that, when clicked, sends an email to the case owner with case details and marks the case as “Escalated”.

Which type of custom button should be used?

URL Button
JavaScript Button
Custom Link
List Button

A sales team wants to streamline the process of converting a lead to an opportunity. They want a custom button on the Lead record page that, when clicked, automatically converts the lead and creates a follow-up task for the assigned sales representative.

Which capability of custom buttons can be used to achieve this?

Custom Link
JavaScript Button
URL Button
Visualforce Page

A sales manager wants to create a dashboard that shows real-time updates of key sales metrics, such as total sales, top-performing sales representatives, and the sales pipeline. The manager also wants the dashboard to be easily accessible and customizable.

Which Salesforce feature should be used?

Reports
Visualforce Page
Lightning Experience Dashboard Builder
Custom Object

A support team wants to enhance their Case record page to display related Knowledge Articles directly within the case details. They want the layout to be customizable without needing developer intervention.

Which tool should be used to achieve this?

Visualforce Page
Custom Button
Lightning App Builder
Workflow Rule

A company wants to customize the Salesforce user interface to improve user productivity. They need to add a custom button on the Opportunity record page that, when clicked, opens a pre-filled email template to send to the customer.

Which user interface customization option should be used?

Custom Link
Custom Button
Lightning App Builder
Visualforce Page

A company is planning to implement a new custom object with multiple fields, validation rules, and workflows. They want to ensure the deployment is tested thoroughly without disrupting the production environment and that users have time to provide feedback on the changes.

What deployment plan should they use?

Deploy directly to production and monitor for issues
Use a Developer Sandbox for testing and then deploy to production
Deploy to a Full Sandbox, conduct user acceptance testing (UAT), and then deploy to production
Make all changes directly in production to save time

A nonprofit organization wants to share a custom app they developed with other nonprofit organizations. They want to ensure the other organizations can modify the app to fit their specific needs but are not concerned about protecting the app’s intellectual property.

Which type of package should they use?

Managed Package
Unmanaged Package
Change Set
Visualforce Page

An independent software vendor (ISV) wants to sell a Salesforce app on the AppExchange. They need to protect their intellectual property and ensure they can push upgrades seamlessly to their customers.

Which type of package should they use?

Managed Package
Unmanaged Package
Change Set
Salesforce DX

A company wants to distribute a custom application to several Salesforce organizations, allowing them to customize the application as needed for their specific business requirements.

Which type of package should they use and why?

Managed Package
Unmanaged Package
Change Set
Hard-Coded Solution

After deploying a change set, some users report that they cannot see a new custom field added to the Account object.

What steps should the administrator take to resolve this issue?

Re-deploy the change set with the custom field included
Check the field-level security settings for the custom field and ensure it is visible to the affected users
Manually add the custom field to the Account page layout for all profiles
Delete and recreate the custom field in the production environment

A deployment using change sets fails with an error stating “Insufficient Access Rights on Cross-Reference Id.”

What should the administrator do to troubleshoot this issue?

Grant system administrator permissions to all users
Check the field-level security and object permissions for the components in the change set
Recreate the change set from scratch
Increase the API limit in the production environment

During the deployment of a change set from a sandbox to production, the team encounters an error indicating that certain Apex test classes have failed.

What should be the first step in troubleshooting this issue?

Ignore the error and proceed with deployment
Review the deployment log to identify the specific test classes that failed and the reasons for the failures
Manually run all Apex tests in production
Roll back the entire deployment and restart the process

A Salesforce development team is using change sets to deploy updates from a sandbox to production. They want to ensure that the deployment is viable and does not introduce any unforeseen issues.

What step should they take to validate the change set before deploying it to production?

Use the "Validate" option in the change set deployment to run tests without committing changes
Deploy the change set to a Developer Sandbox first
Include only critical updates in the change set to minimize risks
Rely on manual testing in the sandbox environment

An administrator needs to deploy a change set that includes a large number of new custom fields across several objects. They are worried about potential impacts on the system’s performance and integrity.

What best practice should they follow to ensure a smooth deployment?

Deploy the change set during peak business hours
Deploy the change set in small batches and test after each batch
Include only half of the custom fields in the change set and add the rest manually
Skip the deployment and make all changes directly in production

A company is planning to deploy a complex change set that includes custom objects, fields, validation rules, and workflow rules from a sandbox to production. They are concerned about the viability of using change sets for this deployment due to the complexity.

What should they do to ensure the deployment is successful?

Use a Full Sandbox for final testing before deploying to production
Deploy the change set directly to production without any intermediate steps
Use a Partial Copy Sandbox to test the change set
Manually recreate all components in the production environment

A Salesforce administrator has successfully deployed a change set to production, but users report that they cannot see the new custom fields.

What could be the likely cause and how should it be resolved?

The fields were not included in the change set; add them and redeploy
The fields are hidden due to field-level security; update field-level security settings
The fields are not visible due to user permissions; adjust user profiles
The fields need to be manually added to page layouts

During the deployment of a change set from a sandbox to production, the team encounters an error indicating that a required field is missing.

How should the team resolve this issue to ensure the change set deploys successfully?

Deploy the change set without the missing field and add the field later manually
Edit the change set to include the missing field and redeploy
Ignore the error and proceed with the deployment
Create a new change set and start the process over

A company needs to deploy a new custom object and associated fields from a sandbox to the production environment. The deployment needs to ensure that all metadata is moved without any data loss.

Which steps should the administrator follow when using change sets to deploy this custom object?

Add only the custom object to the change set and deploy
Add the custom object and associated fields to the change set and deploy
Add the custom object, fields, and any related validation rules or workflows to the change set and deploy
Add the custom object and deploy; manually create the fields in production

An administrator is deploying a change set that includes new validation rules and workflow rules. After the initial deployment, users report issues with data not being saved due to validation errors.

What should the administrator do to troubleshoot and resolve these issues?

Disable all validation rules and workflow rules and redeploy the change set
Review the deployment log for errors, identify problematic validation rules, and temporarily deactivate them
Manually update all records to comply with the new validation rules
Roll back the deployment and redo the changes manually in production

A development team has completed a new feature and packaged it into a change set for deployment. During the deployment process to the production environment, they receive an error indicating that a component in the change set is dependent on another component that is not included.

How should they resolve this issue?

Remove the dependent component from the change set and redeploy
Add the missing dependent component to the change set and redeploy
Deploy the change set as is and manually add the missing component later
Abandon the change set and start the deployment process over from scratch

A company has developed a new set of custom objects and fields in their sandbox environment and needs to deploy these changes to their production environment using change sets. However, they need to ensure that no data is lost or corrupted during this deployment.

What steps should they take to minimize risks during this deployment?

Deploy the change set directly to production without any testing
Create a Full Sandbox, deploy the change set to the Full Sandbox first, and conduct thorough testing
Manually recreate the custom objects and fields in the production environment
Use a Partial Copy Sandbox to test the deployment

During the deployment of a change set, a team discovers that some components are missing from the target environment. The components were present in the change set, but deployment logs indicate they were not deployed.

What steps should be taken to troubleshoot and resolve this issue?

Recreate the missing components manually in the target environment
Check the deployment log for errors and re-deploy the change set with missing components included
Use the Salesforce CLI to deploy the missing components
Verify component dependencies and ensure all required components are included in the change set

A Salesforce administrator is deploying a change set that includes new fields and validation rules. After deployment, users report that they cannot save records due to validation rule errors.

How should the administrator troubleshoot and resolve this issue?

Remove the validation rules and redeploy the change set
Deactivate the validation rules temporarily and address the data issues
Revert the deployment and start over
Manually update user permissions to bypass validation rules

A company is preparing to deploy custom objects and fields from a sandbox to production using change sets. During the deployment, they encounter errors related to missing dependencies.

What should the team do to resolve these errors and ensure a successful deployment?

Manually create the missing dependencies in the production environment
Add the missing dependencies to the change set and re-deploy
Use a Full Sandbox to deploy all changes at once
Deploy the changes using the Force.com Migration Tool

A company needs to prepare for a major release that involves multiple teams working on different features. They want to ensure proper testing and integration before deploying to production.

What sandbox strategy should they use, and what are the key milestones in this process?

Use a single Developer Sandbox for all teams
Use multiple Developer Pro Sandboxes for each team
Use a Full Sandbox for final testing and Partial Copy Sandboxes for each team
Use a Partial Copy Sandbox for final testing and Developer Sandboxes for each team

A development team needs to build and test a new application feature that requires regular deployments and frequent data refreshes.

Which type of sandbox should they use to balance cost and functionality, and what are the key milestones to consider?

Developer Sandbox
Developer Pro Sandbox
Partial Copy Sandbox
Full Sandbox

A company is planning to implement a new feature in their Salesforce instance and needs to test it thoroughly without affecting their production environment. They also want to ensure that the data used in testing closely matches the production data.

Which type of sandbox should they use, and what are the key considerations?

Developer Sandbox
Developer Pro Sandbox
Partial Copy Sandbox
Full Sandbox

Salesforce Fundamentals

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