Mixed Deck — All Salesforce Certification Topics Flashcards
100 cards from real Salesforce Certification practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 20 Mixed Deck — All Salesforce Certification Topics flashcards as text
In Salesforce CPQ, what does the 'Contracted' field on an Opportunity indicate?
Answer: A contract has been created from the opportunity's quote, locking in subscription data
When a CPQ quote is contracted, the Contracted checkbox on the Opportunity is checked, signaling that Subscriptions and/or Assets have been created and the deal is active.
Which Product Rule type in Salesforce CPQ automatically adds or removes products on a quote based on defined conditions?
Answer: Selection
A Selection-type Product Rule automatically adds, removes, or hides products on a quote when its conditions are met, reducing manual configuration errors.
Which Salesforce relationship type should be used when a child record cannot exist without its parent?
Answer: Master-Detail Relationship
Master-Detail Relationships tightly couple child and parent records — deleting the parent also deletes all children, and the parent controls sharing.
What does the Salesforce 'Case Team' feature enable?
Answer: Multiple agents to collaborate on a single case with defined roles
Case Teams allow multiple users to work on a case simultaneously with predefined roles like Support Engineer or Manager.
Which Salesforce Service Cloud feature provides real-time chat support to website visitors?
Answer: Live Agent (Chat)
Live Agent (Chat) enables real-time text-based support where agents and customers communicate through an embedded chat window on a website.
Which Salesforce Service Cloud feature allows agents to see a customer's full interaction history in a single view?
Answer: Account Activity Timeline
The Activity Timeline on Account and Contact records shows a chronological view of emails, calls, tasks, cases, and interactions.
Which Salesforce feature allows admins to set different levels of field access for different user profiles?
Answer: Field-Level Security
Field-Level Security controls whether users can see, edit, or are completely hidden from specific fields based on their profile or permission set.
What determines the baseline level of record access for all users in an org?
Answer: Organization-Wide Defaults
Organization-Wide Defaults (OWD) set the most restrictive baseline access that sharing rules can then widen.
What does a Salesforce 'Junction Object' enable?
Answer: Many-to-many relationships between two objects
Junction Objects have two master-detail relationships to implement many-to-many associations, like a Volunteer linked to both Events and Organizations.
What is the purpose of Salesforce Einstein Case Classification?
Answer: Uses AI to suggest field values like priority and reason on new cases
Einstein Case Classification predicts and populates case fields like Type, Priority, and Reason based on patterns in historical case data.
Which Salesforce feature enables customers to find answers without contacting a support agent?
Answer: All of the above
Salesforce offers multiple deflection tools including Self-Service Communities, Einstein Bots for automated responses, and Knowledge Article search.
What is the function of a Salesforce Price Book?
Answer: Lists products with their prices for use on opportunities and quotes
Price Books define the currency and pricing for products, and must be associated with an opportunity before adding products.
What does MDQ stand for in the context of Salesforce CPQ?
Answer: Multi-Dimensional Quoting
MDQ (Multi-Dimensional Quoting) allows a single quote line to be segmented by both time period and a second dimension (such as quantity tier) for complex subscription pricing.
Which Salesforce record type feature controls which picklist values are available to users?
Answer: Record Types
Record Types let admins offer different picklist values and page layouts to different users based on criteria.
What is the function of a Roll-up Summary field?
Answer: A Roll-up Summary field is a field that aggregates child record information into the parent record
A Roll-up Summary field is a powerful custom field type in Salesforce used to aggregate data from child records into their parent record. It works exclusively in Master-Detail relationships, allowing administrators to perform calculations like COUNT, SUM, MIN, or MAX on fields of the detail (child) records. This provides a summary of related information directly on the master (parent) record without requiring code.
Which Salesforce feature lets reps receive real-time notifications when prospects open their emails?
Answer: Salesforce Inbox
Salesforce Inbox provides read receipts and engagement tracking so reps know when recipients open emails or click links.
Which Salesforce feature automates multi-step approval processes with manager escalation?
Answer: Approval Process
Approval Processes define multi-step record approval workflows with approvers, actions, and escalation paths configured declaratively.
Which Salesforce feature automatically assigns leads to users or queues based on defined criteria?
Answer: Lead Assignment Rules
Lead Assignment Rules evaluate incoming leads against criteria and route them to the appropriate user or queue automatically.
Which Marketing Cloud feature manages multi-channel preference centers for subscribers?
Answer: Subscription Center
The Subscription Center lets subscribers manage their email preferences, frequency, and topic-specific opt-ins through a self-service page.
What is the maximum number of relationships a custom object can have in Salesforce?
Answer: 2 master-detail, 40 lookups
A custom object can have a maximum of 2 master-detail relationships and up to 40 lookup relationships.