Salesforce Certification Cheat Sheet 2026

The 30 highest-yield Salesforce Certification facts, distilled from real exam questions. Print it, save it as a PDF, or study it here — free, no sign-up.

1. Which report format allows grouping rows and columns to create a matrix view? → Matrix Report
2. What is a key limitation of a Lookup relationship compared to master-detail? → It does not support roll-up summary fields
3. Which Salesforce Service Cloud object stores commonly asked questions and answers for agent use? → Article
4. What is the purpose of an Amendment in Salesforce CPQ? → Modifying an active contract mid-term to add, remove, or change products
5. What is the function of the 'Active' checkbox on a Salesforce CPQ Product Rule? → It enables the rule to fire during quote configuration
6. What is a Salesforce Marketing Cloud 'Data Extension'? → A database table that stores custom subscriber or campaign data
7. Which feature allows you to enforce field values without writing code on record save? → Validation Rule
8. What is a Salesforce 'Formula Field'? → A read-only field that derives its value from other fields using an expression
9. What does CPQ stand for in Salesforce CPQ? → Configure, Price, Quote
10. Which Salesforce declarative tool is used to create complex multi-step automated processes with screens for user input? → Flow Builder
11. Which Salesforce object stores potential customers who have not yet been qualified? → Lead
12. Which object in Salesforce Sales Cloud is used to track products added to an opportunity? → OpportunityLineItem
13. What is the Salesforce 'Voice' feature in Service Cloud? → An integrated telephony solution for agents via Amazon Connect
14. What is the Salesforce 'Dynamic Forms' feature? → Placing individual fields and sections on Lightning pages with visibility rules
15. What does 'Collaborative Forecasting' in Salesforce enable sales managers to do? → Adjust forecast amounts and view team rollups in a single view
16. What does the 'View All Data' system permission allow a user to do? → See all records regardless of sharing rules
17. What is the key benefit of using 'Business Hours' in Salesforce Service Cloud? → Ensures SLA timers only count during defined working hours
18. What does SOQL stand for in Salesforce development? → Salesforce Object Query Language
19. Which Marketing Cloud feature connects Salesforce CRM contacts and leads to Marketing Cloud subscribers? → Marketing Cloud Connect
20. Which Salesforce feature allows admins to set different levels of field access for different user profiles? → Field-Level Security
21. What does a Salesforce Change Set allow you to do? → Deploy metadata from one Salesforce org to another
22. Which field type automatically calculates a value from child records on a master-detail relationship? → Roll-Up Summary
23. _______________, validation rules are triggered. → Upon saving a record
24. What is the Salesforce feature that allows reps to see a visual guide of best practices for each pipeline stage? → Sales Path
25. In Salesforce CPQ, what is a Discount Schedule used for? → Applying tiered pricing discounts based on quantity or term
26. Before you create an Email Alert, what do you need to set up? → Email Template
27. In the Salesforce CPQ price waterfall, which order correctly represents how a customer's net price is calculated? → List Price → Discount → Net Price → Partner Price → Customer Price
28. What Workflow action isn't supported in Process Builder? → Outbound Message
29. What type of sandbox contains a full copy of production data and metadata? → Full Sandbox
30. Which Salesforce Marketing Cloud feature allows marketers to segment audiences using SQL queries? → Automation Studio SQL Activity