Salesforce Certification Flashcards
7 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 7 Salesforce Certification flashcards as text
What happens to the related Opportunity when a Lead is converted?
Answer: A new Opportunity can optionally be created
During conversion you can optionally create a new Opportunity along with the Account and Contact.
Which field type automatically calculates a value from child records on a master-detail relationship?
Answer: Roll-Up Summary
Roll-Up Summary fields aggregate (SUM, COUNT, MIN, MAX) values from child records in a master-detail relationship.
What is the purpose of a Permission Set?
Answer: Grant additional access without changing a profile
Permission Sets extend a user's access on top of their profile without changing the profile.
Which tool would you use to import 10,000 records into Salesforce?
Answer: Data Loader
Data Loader handles bulk insert, update, upsert, and delete of large data volumes up to millions of records.
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.
Which relationship type makes the child record's ownership and sharing inherited from the parent?
Answer: Master-Detail
In a master-detail relationship the child inherits ownership, sharing, and is deleted when the parent is deleted.
What does the Role Hierarchy primarily affect?
Answer: Record access for users above in the hierarchy
The Role Hierarchy grants users access to records owned by or shared with users below them in the hierarchy.