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SALESFORCE ADMIN CERTIFICATE MIDTERM
ASSESSMENT EXAM 202 6 QUESTIONS AND
TOP REVISED SOLUTIONS ALREADY AGRADED
What is the Organization Setup? - CORRECT ANSWER >>> The Organization Setup is a crucial step before starting an implementation, including the basic settings like time zone, language, and currency. Administrators should also be familiar with additional information found in this section, such as data/file storage, license counts, and API usage. What does changing the Locale impact? - CORRECT ANSWER >>> Locale settings control how different values are displayed within Salesforce. A configuration of the default locale impacts the format of date, time, number, phone, name and address fields. What does the locale control? - CORRECT ANSWER >>> Locale controls the language and format of date and time, address, currency, name, and number fields. The default for anything in the organization, unless you change it in the personal locale (Locale, Language and Time Zone) Where are the company defaults set? - CORRECT ANSWER >>> The company defaults are set on the Company Information page. New users use the company default settings. What can users do in with their personal settings? - CORRECT ANSWER >>> Users can override company default locale settings. Managed in Language and Time Zone settings in user's personal settings. The personal locale can vary from org local and can be changed in personal settings. What do the language settings define? - CORRECT ANSWER >>> Language settings define the default language of the Salesforce org and the languages that users will be able to use in their personal settings.
What are fully supported languages and how many are there? - CORRECT ANSWER >>> Fully supported languages means all Salesforce features, including User Interface, Setup, and Help, will display in the selected language. There are currently 18 fully supported languages, including English, German, French, Russian, Spanish, Japanese, Korean and Thai. What are end user languages and how many are there? - CORRECT ANSWER >>> End User languages will have translations for all standard object field labels and pages but not Setup and Help. There are currently 17 end-user languages available, including Vietnamese, Polish, and Greek. What are platform languages and how many are there? - CORRECT ANSWER >>> For Platform languages, it is possible to provide translations for customizations and standard fields. If translations are not provided, labels fall back to English. There are over 30 platform-only languages, including English (Australia), English (Canada), Irish, Hindi, and Tamil. Where is the default language set? - CORRECT ANSWER >>> The Default Language is set on the Company Information page and will be applied to new users. Where can custom fields, labels etc. be translated? - CORRECT ANSWER >>> The Translation Workbench allows translations to be applied to custom fields, labels, and translations from managed packages and custom picklist values. What language does the Salesforce Profile have when it is first set up? - CORRECT ANSWER >>> The language on the Company Settings page is applied to new users, but it can be overridden in My Settings. What the org ID in Salesforce? - CORRECT ANSWER >>> The Salesforce Organization ID or 'Org ID' is a unique 15 character identifier that identifies each Salesforce organization and is different in each environment.
What is Multi-currency used for? - CORRECT ANSWER >>> Multi-currency is used to be able to add amounts in different currencies on records and be able to forecast and report using the corporate currency or record currency. What does the advanced currency management allow? - CORRECT ANSWER >>> Advanced currency management allows dated exchange rates to be recorded to track the amounts when opportunities were closed. This is useful if you need to have the exchange rate on a specific date. What is the difference between the primary and secondary currency? - CORRECT ANSWER >>> The primary currency reflects either the default corporate currency or the currency selected for the record. The secondary currency reflects the personal default currency of the user running the report, or the currency specified in the report criteria. What are the business hours and holidays used for? - CORRECT ANSWER >>> Business hours and holidays are used in calculations to determine when to escalate a case or when an entitlement milestone is reached. What fiscal year configurations are there? - CORRECT ANSWER >>> The options to define the fiscal years are standard or custom fiscal years. Standard fiscal years are based on a monthly structure and can start on any month. Custom Fiscal years can use a different structure such as quarters. What categories of storage are there in Salesforce? - CORRECT ANSWER >>> Salesforce has two categories of storage, Data (creating records) and File storage (storing files). Records use Data Storage and File Storage is used by Attachments, Documents, Files, Content and Chatter. What is controlled by the User Interface Settings? - CORRECT ANSWER >>> The following are controlled by the User Interface Settings: General User Interface, Sidebar (Classic Only) and Calendar
What is the default record page view? - CORRECT ANSWER >>> There are two options available for specifying a default record page view at the org level - Full View and Grouped View. Where can user interface settings be modified? - CORRECT ANSWER >>> User interface settings are modified in the User Interface section in the Setup menu. What does the enablement of the hover details do? - CORRECT ANSWER >>> Enables a summary display of a record when hovering over a record link. The fields displayed are determined by the compact page layout. What happens when we enable "Related List Hover Links"? - CORRECT ANSWER >>> A setting enabled by default that adds related list links at the top of the record detail page or a custom object detail page in Setup. This mainly affects Salesforce Classic. What is inline edition? - CORRECT ANSWER >>> When a user hovers over the field, a pencil icon will appear if the cell is editable. On the other hand, a lock icon will be displayed if it is non-editable. What happens when we disable the Navigation Bar Personalization in Lightning Experience? - CORRECT ANSWER >>> This disables the option for a user to customize an app's navigation bar in the Lightning Experience. This customization includes the reordering and adding of items or the renaming and removing of items the user may have added. When we enable the printable list views, what happens? - CORRECT ANSWER >>> When enabled, a button will be displayed for generating a print-ready format of the data in the view.
color, and custom themes can be created, previewed, and activated in Setup, with activation from the dropdown menu. What is the in-app guidance used for? - CORRECT ANSWER >>> In-app guidance is used to provide interactive step-by-step guidance to users for onboarding or feature introduction, and can be placed on various pages, including object record and home pages, setup pages, and record creation/edit pages. In-app guidance settings can be managed in the In-App Guidance Setup page, and creating prompts and walkthroughs requires the Manage Prompts permission. A myTrailhead subscription is necessary to view more than three custom walkthroughs. What prompt types are available in the in-app guidance builder? - CORRECT ANSWER >>> There are three prompt types to choose from: floating, docked, and targeted. What happens when we share a direct link to the in-app guidance? - CORRECT ANSWER >>> Links to in-app guidance prompts and walkthroughs can be sent directly to users or attached to help menus and documents. The URL will open the guidance if it's active, and will change if the guidance's API name is changed. The link can be copied from within the in-app guidance builder or the walkthrough's row-level action menu, and a shareable URL can be copied from the In-App Guidance Builder's Details dialog or the row-level action menu in In-App Guidance Setup. What is the guidance center? - CORRECT ANSWER >>> The Guidance Center guides administrators in setting up and enhancing the Salesforce org and provides recommendations tailored for the org and the admin's level of experience. Items are ticked to indicate that they have been completed. Some items require making changes to org data, and a sync progress button has to be clicked in order to verify that the step has been completed. What is customizable in the search settings? - CORRECT ANSWER >>> Number of search results displayed, Document Content Search, Recently Viewed Records, Search Optimization, Limit search to records owned by the user
What cannot be searched? - CORRECT ANSWER >>> Encrypted, formula, and lookup fields cannot be searched. Search results do not override field-level security. Data in restricted fields do not return in the results. What can the global search box display? - CORRECT ANSWER >>> A direct link to prompts and walkthroughs can be sent to users or the URL can be attached to the help menu or help documents. The URL will immediately open the in-app guidance, given that the guidance is active. If the API name of the in-app guidance is changed, the URL will also change. The link can be copied from within the in-app guidance builder or from the row-level action menu of the walkthrough. A shareable URL can be copied from the Settings from inside the In-App Guidance Builder on the Details dialog as well as from the row-level action menu on the In-App Guidance Setup page. What can be customized to include Lightning Knowledge fields in global search results in Lightning Experience? - CORRECT ANSWER >>> The search results layout of the Knowledge. What is the lookup search? - CORRECT ANSWER >>> Lookup Search is a feature that allows a user to search for a record of an object and associate it to a record of another object using a lookup field. What can be done to make the lookup search results more relevant? - CORRECT ANSWER >>> Lookup filters and dependent lookups can be configured to make the lookup search results more relevant. Lookup filters can be used to restrict the valid values and lookup dialog results for relationship fields. A dependent lookup is a lookup field that includes a lookup filter that references fields on the source object record. How many records can be searched in a list view? - CORRECT ANSWER >>> In a list view, only the first 2000 records are searched. Users can overcome this limitation by using more specific terms or by changing the filters and sorting order. What actions and features are available on list view? - CORRECT ANSWER >>> Edit, Delete and Follow records, Sort, Filter, Create Printable View
What are search instant results? - CORRECT ANSWER >>> Instant results are the returned search matches while a user is still typing on the search bar. The secondary field is displayed here in instant results.
What is Einstein Search? - CORRECT ANSWER >>> Einstein Search is enabled by default and provides features like search personalization, natural language search, and instant actionable results. It's available in Lightning Experience in Essentials, Professional, Enterprise, Performance, and Unlimited Editions. What does search personalization do? - CORRECT ANSWER >>> Search Personalization customizes search results based on user activity, geographic location, and ownership, among other factors. This feature is available for Accounts, Cases, Contacts, Leads, Opportunities, and Tasks. Prioritizing specific results over others can improve productivity, saving time and reducing costs. What is a list view? - CORRECT ANSWER >>> A list view is a list or summary of records that meet defined criteria. What is the kanban view? - CORRECT ANSWER >>> This view can be set to show a graphical view of records in a list view. The Kanban View can be selected in place of the default table view. The records displayed in the Kanban view are based on the list view. To search records from within the kanban view we use the list view search bar. What does a user see in a list view? - CORRECT ANSWER >>> Records and Fields that appear in a List View depend on what the user has access to (e.g. own or have access to). The fields displayed are only those a user has visibility to according to the field-level security. What are the list view features? - CORRECT ANSWER >>> The List View in Salesforce offers several features to enhance user productivity. These include the ability to search within the view, display data as charts, toggle to a Kanban view, edit records directly in the view, apply filters, import data, and send emails to leads, contacts, and campaigns. The default list view can be accessed through Pinned List View. What are the six steps when creating a custom list? - CORRECT ANSWER >>> 1. Create and name a new list view or clone an existing list view.
What do we use the Lightning App Builder for? - CORRECT ANSWER >>> To create, customize and asign home pages to profiles we use the Lightning App Builder. The Lightning App Builder is a one-stop shop, point-and-click tool that can be used to customize Lightning Apps. What lightning components can be added to a lightning page? - CORRECT ANSWER >>> Standard, custom, and third-party components can be added to a Lightning page using the Lightning App Builder. What can we do with a related list - single standard component in the Lightning App Builder? - CORRECT ANSWER >>> The Related List - Single standard component can be converted to a Dynamic Related List. This provides additional capabilities such as row limits, sorting, and filtering. What can we customize in the Lightning App Builder? - CORRECT ANSWER >>> Lightning App Builder can be used to edit Lightning apps directly, and Lightning Pages can be managed using the Pages menu. Visibility rules can be set for components to make the Lightning app, home, and record pages dynamic. Component visibility can be set based on user permissions. Components can be grouped into collapsible sections using the 'Accordion' component, and pinned regions can be created for Console apps, which remain displayed as a user navigates to subtabs in a Lightning console app. What happens when we set a component visibility based on the user permission? - CORRECT ANSWER >>> A page can be made dynamic by configuring the component visibility filters based on the permissions of the person viewing the page. The visibility of a component can be based on user permissions. What do Dynamic Interactions enable? - CORRECT ANSWER >>> Dynamic Interactions enable Lightning web components (source) to communicate with other custom Lightning components (target) that exist on the same Lightning App page. What custom components can be added to the home page layout? - CORRECT ANSWER
>>> The Home Page is the first page that is displayed to a user and can be customized using the Lightning App Builder. Custom Components that can be added to the home page layout: Links, Images, HTML, and Visualforce What are the 7 steps to create a Home Page? - CORRECT ANSWER >>> Creating a custom Home Page involves the following steps:
- Create a new Home page or clone an existing Home page: The Lightning App Builder is used to create a new Home Page
- Select a standard or custom template: templates will determine the layout of the page components.
- Add components to the layout: Standard and custom components can be dragged and dropped in order to add them to the page.
- Optionally set component visibility: Visibility filters can be set for components on Lightning app and home pages to make them dynamic.The 'Set Component Visibility' section of a component's properties can be accessed to set the visibility conditions for a component. A Lightning home page can be made dynamic by setting visibility filters for components
- Activate the Home page: Once the home page has been saved, it needs to be activated to make it visible to the users
- Set as default for Org, App or App / Profile combination: The Home Page can be assigned as the Org Default, App Default or assigned to an App and Profile combination.
- Save and Edit Existing Home Pages: When you edit a page for the first time, Salesforce makes a copy of the standard page. This copy is what you can customize in the Lightning App Builder. Can custom component labels be translated? - CORRECT ANSWER >>> Custom labels can be localized. The expression {!$Label.customLabelName} allows users to see labels in a chosen language, if a translation is created for that label in that language.The expression can be used to give a translated value on any component attribute of type string or rich text. What can be done with Dynamic Actions? - CORRECT ANSWER >>> With Dynamic Actions, Actions can be configured to only appear on the record page when the values on the fields match the criteria defined.
What are standard publisher actions? - CORRECT ANSWER >>> These actions that are automatically included when Chatter is enabled, including Post, File, and Link. Standard actions require enabling feed tracking per object. What are custom actions? - CORRECT ANSWER >>> Custom actions are newly created or customized actions that can either be global or object-specific, such as Create a Record, Send an Email, or Log a Call actions. They can also invoke Lightning components, flows, Visualforce pages, or canvas apps. Note that while object-specific quick actions support both Aura and Lightning web components, global quick actions only support Aura components. What are defaults actions? - CORRECT ANSWER >>> Default actions are predefined by Salesforce per object. For example, on the Account object, predefined actions include New Task, New Contact, etc. What are mobile smart actions? - CORRECT ANSWER >>> Mobile smart actions are preconfigured just like Default actions per object. It appears as a single action element in the page layout editor. For example, on the Account object, the actions include New Task, New Contact, New Opportunity, etc. These are displayed only in the Salesforce mobile app. What are productivity actions? - CORRECT ANSWER >>> Productivity actions are predefined by Salesforce and attached to a limited set of objects, such as Send Email, Log a Call, View Website, etc. What types of quick actions are there? - CORRECT ANSWER >>> Quick actions can be global or object-specific. Global:
- Have no automatic relationship with any record
- Can be found on the (+) icon in the Salesforce header
- E.g. Create actions, Log a Call, Custom Actions Object-specific:
- Automatically associated with related records
- Can be found on the record detail page of a specific object
- E.g. Create actions, Log A Call, Update Actions, Custom Actions What can global actions be created for? - CORRECT ANSWER >>> Global actions can be created to perform any of the following:
- Create a Standard Object Record (Account, Campaign, Case,Contact, Lead, Contract, Event, Group, Opportunity, Task, Question)
- Create a Custom Object Record
- Log a Call
- Send an email
- Display a Visualforce page
- Display a Custom Canvas
- Launch a Lightning Component What is a global pubisher layout? - CORRECT ANSWER >>> Global actions have layouts of their own called global publisher layouts. A global publisher layout is not associated with any object. If an object page layout is not customized with actions, the actions on those object record pages are inherited from the global publisher layout. The position of the actions can be customized from: The Setup User, Interface Publisher, Layouts, and Global Actions. What happens when a mass quick action is set up? - CORRECT ANSWER >>> After a Mass Quick Action is set up, up to 100 records can be selected in a list view and perform mass updates in Lightning Experience. Mass quick actions cannot be performed on a Recently Viewed list. What can dynamic actions be used for? - CORRECT ANSWER >>> Dynamic Actions can be used to dynamically control the visibility of Action buttons on a record page based on the values on the record. It helps in keeping the record page neat and streamlined. With Dynamic Actions,
When are Sandboxes refreshed? - CORRECT ANSWER >>> A sandbox is refreshed when an existing sandbox needs to be replaced with a new copy from production. It effectively creates a new sandbox while keeping the sandbox name. There is a limit on how often a sandbox can be refreshed, depending on the sandbox type. What kind of types of Sandboxes are there in Salesforce? - CORRECT ANSWER >>> There are four types of sandboxes: Developer, Developer Pro, Partial Copy and Full Copy. The type of sandbox can be selected when creating or refreshing a sandbox. The types of sandboxes available depend on the org edition, and a sandbox can be used for each particular stage in the lifecycle of an application. Developer Sandbox - CORRECT ANSWER >>> - Purpose: Development, configuration, and testing of new functionality
- Storage Limit: 200 MB Data storage 200MB File storage
- Initial Data: Configuration only
- Refresh: 1 day Developer Sandbox Pro - CORRECT ANSWER >>> - Purpose: Development in which larger amounts of data are needed to test functionality;Integration from multiple developer sandboxes;Quality assurance and user training
- Storage Limit: 1GB Data storage 1GB File storage
- Initial Data: Configuration only
- Refresh: 1 day Partial Copy Sandbox - CORRECT ANSWER >>> - Purpose: Testing or training where a subset of the data is sufficient
- Storage Limit: 5GB Data storageFile storage same as Production
- Initial Data: Subset of data determined by template
- Refresh: 5 days
Full Copy Sandbox - CORRECT ANSWER >>> - Purpose: Performance testing, load testing, and staging in an environment that is identical to production
- Storage Limit: Same as Production
- Initial Data: All data, but subset of data can be copied through a sandbox template - Refresh: 29 days What does deployment refer to in a Sandbox? - CORRECT ANSWER >>> Deployment refers to moving the developments or customizations from one organization to another. Source org refers to the organization that contains newly made developments, ready to be moved to another organization requiring the features. Target org refers to the organization requiring the developments made on the source sandbox. The purpose can be quality assurance or user acceptance testing (another sandbox) or final use (production org). Depending on the source and target environment, various tools assist with deployment based on their features and limitations. What has be considered when moving Metadata between environments? - CORRECT ANSWER >>> When considering moving metadata between environments, the environment type of the source and target will be a consideration. Some possible scenarios of source and target environments: Source → Target: Developer Edition → Developer Edition Related Sandbox → Related Sandbox Related Sandbox → Related Production Unrelated Org→Unrelated Org What deployment options are there to move metadata between different environments? - CORRECT ANSWER >>> - Change Sets
