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Quizzes > Quizzes for Business > Technology

Test Your Salesforce Administrator Knowledge Quiz

Assess Your Administrator Skills with This Quiz

Difficulty: Moderate
Questions: 20
Learning OutcomesStudy Material
Colorful paper art illustrating a quiz on Salesforce Administrator Knowledge

Welcome to the Salesforce Administrator Knowledge Quiz - your go-to practice tool for mastering admin essentials. Ideal for aspiring admins and professionals prepping for certification, this practice quiz simulates real admin scenarios. Explore related assessments like the Salesforce Knowledge Assessment Quiz or build foundational skills with the Salesforce CRM Fundamentals Quiz. All questions can be freely modified in our editor to tailor your learning experience. Discover more interactive quizzes and sharpen your expertise today.

What type of relationship in Salesforce causes the detail record to inherit the sharing settings of the master record?
External relationship
Master-detail relationship
Lookup relationship
Junction relationship
A master-detail relationship enforces sharing and deletion rules, causing the detail record to inherit the master record's sharing settings. It tightly couples the detail object to the master object.
Which Salesforce component groups permissions and assigns them to users by default?
Sharing Rule
Profile
Role
Permission Set Group
Profiles are the baseline permission set for users, grouping object, field, and system permissions. Every user must be assigned one profile to determine their access level.
Which automation tool executes immediate and time-dependent actions when criteria are met?
Apex Trigger
Workflow Rule
Flow Builder
Process Builder
Workflow Rules support both immediate and time-dependent actions based on record criteria. They are simpler than Process Builder but lack advanced branching and creation capabilities.
How can administrators extend Salesforce data model without code?
Use field-level security
Create a new custom field
Deploy Apex classes
Edit standard objects only
Administrators can add custom fields to both standard and custom objects to capture additional data without writing code. This extends the data model while maintaining declarative configuration.
Which report format displays records in rows and columns similar to a spreadsheet?
Tabular
Joined
Matrix
Summary
Tabular reports list records in simple rows and columns, much like a spreadsheet, without grouping. They're best for tasks like exporting data or viewing lists.
To restrict users from seeing records owned by others in the same role, which setting should you configure?
Profile field-level security
Criteria-Based Sharing Rule
Disable Role Hierarchy
Organization-Wide Defaults set to Private
Setting Organization-Wide Defaults to Private ensures users can only see records they own or that are shared explicitly. Additional sharing can be added via role hierarchy or sharing rules.
When should you use a roll-up summary field instead of a formula field?
Calculate a discount percentage
Validate field data integrity
Concatenate two text fields
Summarize child-object record values
Roll-up summary fields calculate aggregates (SUM, MIN, MAX, COUNT) of child records on a master-detail relationship. Formula fields cannot perform these cross-object aggregates.
What does the role hierarchy in Salesforce primarily control?
Object permissions
Field-level access
Profile assignments
Record access
The role hierarchy grants record access upward from subordinates to managers. It doesn't override object permissions defined in profiles or permission sets.
Which automation tool can create new records as part of its action?
Process Builder
Validation Rule
Assignment Rule
Workflow Rule
Process Builder can create and update records, launch other processes, and invoke flows. Workflow Rules are limited to field updates, email alerts, tasks, and outbound messages.
What key advantage does Process Builder have over Workflow Rules?
Faster execution time
Built-in approval routing
Multiple if/then branching logic
Support for time-dependent actions
Process Builder allows multiple criteria branches (if/then logic) within a single process. Workflow Rules only support one set of criteria and actions per rule.
Which dashboard component type is best for displaying trends over time?
Table
Gauge
Chart
Metric
Chart components, such as line or bar charts, are ideal for illustrating changes over time. Other component types emphasize single values or lists rather than trends.
How do you assign a specific page layout to a user based on their profile?
Set via role hierarchy
Assign via permission set
Configure a sharing rule
Use profile-based page layout assignment
Page layouts can be assigned directly based on the user's profile and record type. This ensures users with the same profile see a consistent layout.
What happens when a workflow field update changes a field value on a record?
All approval processes restart
Process Builder is bypassed
The record is saved again and workflow rules are re-evaluated
Field-level security is overridden
A workflow field update triggers a recursive save of the record, causing workflow rules to be re-evaluated. This can fire the same or other workflow rules again.
What is a junction object used for in Salesforce?
Create many-to-many relationships
Enforce field-level security
Manage user permissions
Define external data sources
A junction object is a custom object with two master-detail relationships to create a many-to-many relationship between two objects. It acts as an intermediary to link records.
How can you schedule a report to run automatically and email results to users?
Configure a workflow rule
Set up a scheduled Apex job
Use report subscriptions
Use Data Loader schedule
Report subscriptions allow users to schedule reports and send email snapshots at specified intervals. They require no code and are managed declaratively.
Which sharing rule type grants record access based on field values instead of record ownership?
Owner-based sharing rule
Criteria-based sharing rule
Territory-based sharing rule
Apex managed sharing
Criteria-based sharing rules allow administrators to grant access to records that meet specific field criteria. They are independent of record ownership.
When using cross filters in a report, what can you filter on?
Fields on the report's primary object
Aggregate summary values
User permission sets
Fields on related child or parent objects
Cross filters let you include or exclude records based on related child or parent object criteria. This enables more precise filtering across object relationships.
In which scenario should you choose Process Builder over Workflow Rules for automation?
You require time-dependent actions only
You need multiple if/then branches and record creation
You need to enforce validation logic
You only need a simple email alert
Process Builder supports complex logic branching and can create or update multiple related records. Workflow Rules lack branching and creation capabilities.
What is required to enable a dashboard to run as each individual viewer rather than a single running user?
Enable 'View Dashboard as Logged-in User' and give users 'Run Reports' permission
Assign the dashboard to multiple users
Share the dashboard folder with Public Groups
Use Dynamic Dashboard subscription
Dynamic dashboards must be set to 'View Dashboard as Logged-in User' and users need report-running permissions. This ensures data visibility adapts to each viewer's access.
Which factor most improves report performance on large data sets?
Placing the report in a high-level folder
Filtering on indexed fields
Adding more columns to the report
Using a joined report format
Filtering on indexed fields reduces query time by leveraging database indexes. Reports that avoid full table scans perform much better on large data volumes.
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Learning Outcomes

  1. Analyse data models and object relationships in Salesforce.
  2. Evaluate security and access settings for roles and profiles.
  3. Master workflow automation and process builder configurations.
  4. Identify key configuration and setup tasks for org customization.
  5. Apply best practices for creating reports and dashboards.

Cheat Sheet

  1. Understand Salesforce Data Models and Object Relationships - Dive into how objects like Accounts, Contacts, and Opportunities interconnect and why their relationships are the backbone of your data integrity and reporting. Think of them as puzzle pieces - master-detail links lock pieces tightly, while lookup relationships give you more flexibility to mix and match. Mastering this will help you design rock-solid data architectures! Explore Data Models
  2. Evaluate Security and Access Settings for Roles and Profiles - Discover how roles govern who sees which records and profiles control what features users can access. It's like setting secret passwords and VIP passes in a theme park - only the right people get in! These settings ensure your team has the perfect balance of data access and protection. Secure Your Org
  3. Master Workflow Automation and Process Builder Configurations - Automate repetitive tasks by crafting criteria-based workflows that can send emails, update fields, or assign tasks faster than you can say "click a button." Imagine having a virtual assistant that never sleeps - boosting accuracy and saving hours of manual work! Embrace this to supercharge your efficiency. Automate Now
  4. Identify Key Configuration and Setup Tasks for Org Customization - Tailor Salesforce to your unique business needs by creating custom objects, fields, and page layouts - think of it as personalizing your own digital workspace. Don't forget to tweak company info, fiscal years, and business hours so everything runs like clockwork. This ensures your org fits your processes like a glove. Customize Your Org
  5. Apply Best Practices for Creating Reports and Dashboards - Learn how to craft clear, compelling reports with filters, groupings, and charts that turn raw data into instant "aha!" moments. Dashboards then serve up these insights on a silver platter for stakeholders to devour. With this skill, you'll make data-driven decisions with confidence and flair. Build Reports & Dashboards
  6. Understand the Importance of Data Validation Rules - Keep your data squeaky clean by enforcing rules that catch typos, missing fields, or invalid entries before they sneak into your org. For instance, ensure every email field looks like a real address - no more "john@doe" mishaps! This quality gate keeps your reports reliable and your users happy. Set Up Validation
  7. Learn About Salesforce Lightning Experience - Explore the sleek, modern interface of Lightning Experience that's packed with productivity boosters like customizable pages and dynamic components. Switching from Classic? You'll love the drag-and-drop layout and the intuitive navigation bar that feels like second nature. Get ready for a UX upgrade that's as fun as it is functional! Go Lightning
  8. Grasp the Concept of Record Types and Page Layouts - Discover how record types let you present different picklist values and layouts based on user profiles or specific business processes. It's like wearing different hats for different roles - sales reps see one form, support sees another. This flexibility keeps each team focused and efficient. Optimize Layouts
  9. Explore the Capabilities of Salesforce AppExchange - Tap into thousands of pre-built apps and components that can instantly boost your org's power without coding from scratch. Whether it's marketing automation or customer surveys, there's a tool for every need - think of AppExchange as your app toy store! Find the perfect add-ons and get building. Visit AppExchange
  10. Understand the Basics of Salesforce Data Management - Master importing, exporting, and mass-updating records using tools like Data Loader and Data Import Wizard for flawless data handling. It's like being the librarian of your org's information - organizing, validating, and cleaning up every record. Proper data management ensures your insights are always accurate and actionable. Manage Your Data
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