What is the purpose of enabling Territory Management 2.0?
To assign accounts and opportunities to territories based on advanced rules and provide forecasting by territory
How does a Flow differ from Process Builder in terms of capabilities?
Flow offers more complex logic, screen interactions, and bulk operations; Process Builder is simpler and being phased out
What is the maximum number of external IDs allowed per object?
25
What is the purpose of a Custom Metadata Type?
To store configuration data that can be deployed and queried like metadata
How does Flow differ from Apex in automation?
Flow is declarative and user-friendly; Apex is code-based and more powerful
What is a Big Object used for?
To store massive amounts of archival data with limited querying
What is the maximum number of fields per Big Object?
100
What is the benefit of enabling Skinny Tables?
To improve query performance by reducing joins (requires Salesforce support)
What is Data Skew and why is it a problem?
Too many child records under one parent; causes performance issues
What is the purpose of an External Object?
To map and access data stored outside Salesforce in real-time
What is Salesforce Connect used for?
To integrate external data sources without copying data into Salesforce
What is the maximum number of active flows per org?
2,000 (varies by edition)
What is a Sharing Set?
Grants access to records for Experience Cloud users based on role or profile
What is the purpose of a Delegated Authentication?
To use an external service for user authentication instead of Salesforce
What is a Custom Permission?
A way to grant access to features without altering profiles
What is the benefit of using Dynamic Forms?
To create flexible, dynamic page layouts with field-level visibility
What is the purpose of Event Monitoring?
To track user activity and system performance for security and auditing
What is a Platform Event?
A message-based integration mechanism for real-time event processing
What is the maximum size of a Change Set?
10,000 components or 400 MB
What is the purpose of a Sandbox Template?
To specify which objects and data to copy into a Partial Copy sandbox
What is the benefit of using Multi-Factor Authentication (MFA)?
Enhances security by requiring a second verification step
What is a Transaction Security Policy?
A rule to monitor and block suspicious login or data export attempts
What is the purpose of a Custom Notification?
To send tailored alerts to users via bell icon, email, or mobile
What is the purpose of a Record-Triggered Flow?
To automate actions when a record is created, updated, or deleted
What is the maximum number of Custom Permissions per org?
1,000
What is a Lightning Page?
A customizable page layout built with Lightning components
What is the benefit of using Indexed Fields?
Improves query performance for frequently filtered fields
What is the purpose of a Permission Set Group?
To combine multiple permission sets into a single assignable unit
What is a Session-Based Permission Set?
Temporary permissions activated for a user’s session via Flow or Apex
What is the maximum refresh interval for a Full Sandbox?
29 days
What is the purpose of Territory Forecasting?
To predict sales based on territory assignments rather than roles
What is a High-Velocity Sales feature?
Tools like Sales Cadences to streamline inside sales processes
What is the purpose of a Custom Report Type with multiple objects?
To report on related objects beyond standard relationships
What is the benefit of using Cross-Object Formula Fields?
To display data from related objects without coding
What is a Data Category Group?
A way to organize Knowledge articles into hierarchical categories
What is the maximum number of fields tracked in Field History?
20 per object (standard); more with Field Audit Trail
What is the purpose of a Global Variable in Flow?
To access system-wide values like $User or $Org in automation
What is a Validation Rule’s role in data quality?
Enforces data entry rules to maintain consistency and accuracy
What is the purpose of a Lookup Filter?
To restrict the values available in a lookup field
What is the benefit of using External IDs in data imports?
Allows upsert operations to match records without Salesforce IDs
What is the maximum number of External IDs per object?
25
What is the purpose of a Matching Rule?
To identify duplicate records based on custom criteria
What is a Duplicate Rule?
A rule that uses Matching Rules to block or report duplicates
What is the purpose of a Community (Experience) Cloud?
To create branded portals for partners, customers, or employees
What is the benefit of using Omni-Channel?
Routes work items (cases, leads) to agents based on availability and skills
What is a Service Presence Status?
Indicates an agent’s availability for Omni-Channel work
What is the purpose of a Case Team?
To assign a group of users to collaborate on a case
What is the maximum number of active Escalation Rules per object?
50
What is the purpose of a Knowledge Data Category?
To control visibility and organization of Knowledge articles
What is the benefit of using Entitlement Processes?
To automate SLA tracking and support milestones for customers
What is the purpose of a Dynamic Dashboard?
To display data based on the running user’s permissions and perspective
What is the maximum number of filters in a Dynamic Dashboard?
3
What is a Joined Report used for?
To combine data from multiple report types into a single view
What is the purpose of a Cross Filter in reports?
To filter records based on related object criteria
What is the maximum number of Cross Filters per report?
10
What is a Bucket Field in a report?
A temporary field to group data without modifying records
What is the purpose of a Report Snapshot?
To capture report data at a specific time for historical analysis
What is the benefit of using Analytic Snapshots?
To store report data in custom objects for trending over time
What is the maximum number of Dashboard components?
20 per dashboard
What is the purpose of a Scheduled Report?
To automatically run and email reports at set intervals
What is a Data Export Service?
A tool to back up all Salesforce data weekly or monthly
What is the maximum frequency of a scheduled Data Export?
Weekly (or monthly in some editions)
What is the purpose of the Recycle Bin?
To store deleted records for 15 days for potential recovery
What is the benefit of using Change Data Capture?
To stream real-time record changes to external systems
What is the purpose of a Deployment Connection?
To enable Change Set transfers between orgs
What is the maximum number of components in a Change Set?
10,000
What is a Managed Package?
A pre-built app or component from AppExchange with upgrade support
What is the benefit of an Unmanaged Package?
Full customization control, but no automatic upgrades
What is the purpose of a Sandbox Copy Engine?
To copy specific data and metadata into sandboxes
What is the maximum data storage in a Partial Copy Sandbox?
5 GB
What is the purpose of a Login Flow?
To add custom steps or validation during user login
What is a Trusted IP Range?
A set of IPs that bypasses MFA or other login challenges
What is the purpose of a Profile-Based IP Restriction?
To limit login IPs for specific profiles
What is Single Sign-On (SSO)?
A method to log in using external identity provider credentials
What is the benefit of using SAML for SSO?
Secure, standardized authentication across systems
What is the purpose of a Session Setting?
To control session timeout and security policies
What is a Health Check tool?
Analyzes security settings against Salesforce baselines
What is the purpose of Optimizer?
To analyze org usage and recommend performance improvements
What is the benefit of using Custom Indexes?
Speeds up queries on large datasets (requires Salesforce support)
What is a Sharing Recalculation?
Reprocesses sharing rules after changes to fix access issues
What is the purpose of a Queue in Service?
To distribute cases or leads to a group of users
What is an Auto-Response Rule?
Sends automated emails based on case or lead criteria
What is the purpose of Web-to-Case?
To generate cases from website form submissions
What is Email-to-Case used for?
To create cases from incoming emails automatically
What is the maximum number of Email-to-Case addresses?
50 per org
What is the purpose of a Case Assignment Rule?
To automatically assign cases to users or queues
What is a Case Escalation Rule?
Automatically escalates cases based on time or criteria
What is the benefit of using Macros?
Automates repetitive tasks in the Service Console
What is a Quick Text?
Predefined messages to speed up case responses
What is the purpose of a Service Contract?
To define support terms and entitlements for customers
What is a Milestone in an Entitlement Process?
A time-based step to track SLA compliance
What is the benefit of using Field Service Lightning?
Manages mobile workforce, work orders, and scheduling
What is a Work Order in Field Service?
A task or service request assigned to a field technician
What is the purpose of a Dispatcher Console?
To manage and assign field service appointments
What is a Service Territory?
A geographic area for assigning field service resources
What is the benefit of using Chat (Live Agent)?
Enables real-time customer support via live chat
What is a Chat Button?
A widget that routes customer chats to agents
What is the purpose of a Pre-Chat Form?
To collect customer info before starting a chat session
What is a Skill in Omni-Channel?
A qualification used to route work to the right agent
What is the benefit of using Einstein Case Classification?
Uses AI to recommend case fields and routing