Which of the following tools can be used to import data into Salesforce?
Data Loader, Data Import Wizard, AppExchange, Workbench.
What is the maximum number of custom fields per object in Unlimited Edition?
800
Which type of field can automatically calculate values based on other fields in the same record?
Formula field.
What is a Profile in Salesforce?
A collection of settings and permissions that determine what a user can do within Salesforce, including object and field access, record types, app settings, and more.
What is a Role in Salesforce?
Roles primarily control record-level access through a hierarchy, extending a user’s access to records owned by users below them in the hierarchy.
What does OWD stand for?
Organization-Wide Defaults. It specifies the baseline level of access users have to each other’s records.
What are the access levels for OWD?
Public Read/Write, Public Read Only, Private, Controlled by Parent (for detail records).
Which security setting restricts login access to Salesforce to specific IP addresses?
IP Ranges on a Profile.
What is a Validation Rule?
A rule that prevents users from saving invalid data by displaying an error message.
What are the components of a Validation Rule?
Condition formula, error message, and error location.
Which tool would you use to move metadata (configurations, custom code) from a sandbox to production?
Change Sets, Salesforce DX, or Metadata API.
What is the purpose of a Sandbox in Salesforce?
To provide isolated environments for development, testing, and training without affecting production data.
What is a Record Type?
A feature that allows you to offer different business processes, picklist values, and page layouts to different users based on their profiles.
What is a Page Layout?
Controls the layout and organization of fields, custom links, and related lists on an object record detail page. It also determines which fields are visible, read-only, or required.
Which permission allows users to create new records of a specific object?
‘Create’ object permission on their profile or a permission set.
Which permission allows users to delete records of a specific object?
‘Delete’ object permission on their profile or a permission set.
What is the order of execution for Salesforce automation tools?
Validation Rules, Assignment Rules, Auto-response Rules, Workflow Rules, Escalation Rules, Process Builder, Flow, Apex Triggers, Roll-up Summary Fields.
What is a Workflow Rule?
An automation tool that automates standard internal procedures and processes to save time across your organization. It consists of criteria and actions.
What are the possible actions for a Workflow Rule?
Email alert, Task, Field Update, Outbound Message.
What is the difference between Workflow and Process Builder?
Process Builder offers more robust automation capabilities, supporting multiple If/Then statements, creating records, updating related records, and launching flows, unlike Workflow which has limited actions and only evaluates ‘if’ criteria.
What is a Flow in Salesforce?
A declarative automation tool that guides users through screens for data input, executes logic, and performs operations in Salesforce, offering the most comprehensive automation capabilities.
What are the different types of Flows?
Screen Flow, Auto-launched Flow (no trigger), Record-triggered Flow, Schedule-triggered Flow, Platform Event-triggered Flow.
What is an Approval Process?
Automates the process of approving records in Salesforce, defining the steps necessary for a record to be approved and who must approve it.
What is a Roll-Up Summary field?
A custom field that calculates values from related records (child records) and displays them on a master record (parent record). Only available for Master-Detail relationships.
Which relationship type allows a child record to exist without a parent?
Lookup Relationship.
What is the maximum number of master-detail relationships allowed on an object?
Two.
What is an App in Salesforce?
A collection of items that work together to serve a particular business function. It includes tabs, custom objects, custom fields, etc.
How do you control access to an App?
Through Profiles or Permission Sets, by setting ‘Visible’ or ‘Default’ status.
What is a Custom Object?
A database table that stores information specific to your organization in Salesforce.
What are the different types of custom fields?
Text, Number, Date, Checkbox, Picklist, Lookup, Master-Detail, Formula, Roll-Up Summary, etc.
What is a Big Object in Salesforce?
A custom object designed to store and manage a massive amount of data (billions of records) in Salesforce while maintaining performance.
What are the different types of Email Templates in Salesforce?
Text, HTML (with Letterhead), Custom (without Letterhead), Visualforce.
What is an Assignment Rule?
Automates the assignment of Leads or Cases to specific users or queues based on criteria.
What is an Auto-response Rule?
Sends an automatic email response to customers based on the details of their Lead or Case submission.
What is a Public Group?
A collection of individual users, other public groups, roles, or territories. Used for sharing records or for assignment rules.
What is a Queue in Salesforce?
A holding place for records that are not owned by a single user but by a group of users who can all access and take ownership of records from the queue.
What is Manual Sharing?
Allows a user to manually share individual records with other users, public groups, or roles, granting them access beyond OWD or sharing rules.
What is a Sharing Rule?
Automates sharing of records based on criteria or ownership, extending access to users beyond OWD. Cannot be more restrictive than OWD.
What are the different types of Sharing Rules?
Ownership-based sharing rules and Criteria-based sharing rules.
What is a Permission Set?
A collection of settings and permissions that gives users additional access without changing their profile. It extends user permissions.
What is the difference between Profile and Permission Set?
A profile is assigned to one user (or many users) and typically defines a user’s *base* access. A permission set extends access and can be assigned to multiple users regardless of their profile.
What is a Login Flow?
A feature that guides users through a custom process after they log in, such as multi-factor authentication, terms of service, or collecting additional information.
What is Connected App in Salesforce?
An application that integrates with Salesforce using APIs and standard protocols (e.g., OAuth). It allows external apps to securely access Salesforce data.
What are Governor Limits in Salesforce?
Runtime limits enforced by the Salesforce platform to ensure efficient use of resources and prevent any single Apex code or process from monopolizing shared multi-tenant resources.
What is the maximum number of DML statements per Apex transaction?
150.
What is the maximum number of SOQL queries per Apex transaction?
100.
What is the purpose of the AppExchange?
A marketplace for Salesforce applications and consulting services, allowing users to extend Salesforce functionality.
What is Salesforce Lightning Experience?
The modern, intelligent user interface for Salesforce, designed to boost productivity with an intuitive design and powerful features.
What is the Salesforce Classic interface?
The previous user interface for Salesforce, which has a more traditional look and feel compared to Lightning Experience.
What is a Custom Report Type?
A framework that specifies the objects and fields available to a report, allowing users to build reports on relationships between objects that aren’t available in standard report types.
What are the different Report Formats?
Tabular, Summary, Matrix, Joined.
What is a Dashboard in Salesforce?
A visual display of key metrics and trends in Salesforce, often based on data from multiple reports, providing a high-level overview.
What are Dynamic Dashboards?
Dashboards that display data according to the security settings of the user viewing the dashboard, rather than a fixed running user.
What is the Recycle Bin in Salesforce?
A temporary storage location for deleted records, from which they can be restored within 15 days before being permanently deleted.
How do you restore deleted records from the Recycle Bin?
Navigate to the Recycle Bin, select the records, and click ‘Restore’.
What is a System Administrator Profile?
A standard profile with the widest range of permissions, typically used for managing Salesforce configurations and users.
What is the difference between a Standard and Custom Profile?
Standard profiles are pre-defined by Salesforce and cannot be edited. Custom profiles are created by administrators and can be fully customized.
What is Data Import Wizard?
A tool within Salesforce that allows non-technical users to import data for standard objects and some custom objects, up to 50,000 records at a time, with basic matching and de-duplication.
What is Data Loader?
A client application that allows users to import, export, update, delete, upsert, and hard delete data for a variety of standard and custom objects, supporting up to 5 million records.
When would you use Data Loader over Data Import Wizard?
For importing/exporting large volumes of data (over 50,000 records), for all standard and custom objects, or for performing operations like delete/upsert/hard delete.
What is a Permission Set Group?
A feature that combines multiple permission sets into a single unit, making it easier to assign sets of permissions to users.
What is Field-Level Security (FLS)?
Controls the visibility and editability of individual fields on an object based on a user’s profile or permission set.
What is an external ID field?
A custom field that can be used to store a unique identifier from an external system, which can then be used to match and prevent duplicate records during data operations.