Exam Topic Flash Cards from Trailhead

Question 1

Multitenant

Answer 1

A single application that serves multiple organizations

See also - Salesforce Platform Basics

Question 2

AppExchange

Answer 2

Cloud computing marketplace through which end users can access, download, and install software apps

See also - AppExchange Basics

Question 3

Declaritive

Answer 3

Point and Click customizations

See also - AppExchange Basics

Question 4

Trailhead Acadamy

Answer 4

Expert-led learning and credentials

See also - What is Trailhead Acadamy

Question 5

Salesforce Help contains…

Answer 5

Produc documentation, a glossary, and release notes.

Question 6

Experience cloud is for …

Answer 6

empowering customers and collborating with partners.

Question 7

Making changes should be done …

Answer 7

in a sandbox for development, testing, and training to avoid comprmising the data and applications in a production org.

Question 8

What are the key topics and relative percentages of the Salesforce Certified Associate Credential?

Answer 8

• Salesforce Ecosystem: 32%
• Navigation: 28%
• Data Model: 25%
• Reports and Dashboards: 15%

Question 9

Where to add frequenly used reports …

Answer 9

My Favorites

Question 10

What is the best graphical view of Open Cases by Support Process?

Answer 10

Kanban view organizes a set of records into columns.

Question 11

Where is the place to check a team member’s login history?

Answer 11

Administration | Users | Users

Question 13

Best way to limit Global Search?

Answer 13

Filter and sort within Global Search

Question 14

In SFDC, what is a Tab?

Answer 14

The starting point for viewing, editing, and entering information for a particular object.

Read the Salesforce Glossary to learn more about key terms.

Question 15

Where can a user view and restore records?

Answer 15

The Recycle Bin

Understand how a Recycle Bin is used.

Question 16

What is the Object Manager?

Answer 16

A tool that lets Admins access object managemtn settings for both standard and custom objects.

Learn more about the Object Manager in the Setup: Quick Look.

Question 17

What is the purpose of a Related List?

Answer 17

It includes details and links to other records.
Learn how to Work with Related Lists on Records in Lightning Experience.

Question 18

What happens when a Lead is converted?

Answer 18

Salesforce uses the information stored in the lead record to create a business account, a contact, and an opportunity.
Learn how lead conversion works with Leads & Opportunities for Lightning Experience.

Question 19

What is a Formula field type in Salesforce?

Answer 19

A formula is an algorithm that derives its value from other fields, expressions, or values. Formulas can automatically calculate the value on a field based on other fields.

Explore how to apply Formulas and Validations in reports.

Question 20

What is the purpose of a Dynamic Form?

Answer 20

Dynamic Forms allow you to display fields and sections on a page layout individually like a component so that users only get what they need.

Review how to best use Dynamic Forms in page layouts.

Question 21

How does a dependent picklist ensure category and subcategory fields?

Answer 21

A dependent picklist filters values based on a selection from another picklist or a checkbox (the controlling value) on the same record.

Study Picklist Administration to explore best practices for picklists.

Question 22

What is the Schema Builder?

Answer 22

A tool that allows visualization and edits to the data model

Understand Schema Builder with Data Modeling.

Question 23

What are the types of Object Relationships in Salesforce?

Answer 23

• Master-detail
• Many-to-many
• Lookup

Review Object Relationships Overview to understand more about objects.

Question 24

What are Record Types used for?

Answer 24

Record Types are used for different business processes, picklist values, and page layouts for different users based on profile.

Learn more about record types in Customize a Salesforce Object.

Question 25

What are examples of Field Types?

Answer 25

- Formula - Checkbox - Date Study up with [Custom Fields: Quick Look](https://trailhead.salesforce.com/en/content/learn/modules/custom-fields-quick-look) to learn about different field types.

Question 26

How many custom summary formula fields can a report include?

Answer 26

**5** Explore how to apply [Formulas and Validations](https://trailhead.salesforce.com/en/content/learn/modules/point_click_business_logic) in reports.

Question 27

How is access to a report provided?

Answer 27

The folder is shared with the user / group / role Read how to [Share a Report or Dashboard Folder in Lightning Experience](https://help.salesforce.com/s/articleView?id=sf.rd_folders_share_enhanced.htm&type=5).

Question 28

In Report Builder, how many maximum rows display (grouped by rows or columns)

Answer 28

- 20 rows if grouped by rows - 50 rows for tabular (no groups) Review [Reports and Dashboards Limits, Limitations, and Allocations](https://help.salesforce.com/s/articleView?id=sf.rd_reports_dashboards_limits.htm&type=5) to understand reports.

Question 29

What feature is used to display a number of reports **graphically** on a single screen?

Answer 29

Salesforce uses dashboards to present multiple reports side by side in a single layout Learn more about [Reports & Dashboards for Lightning Experience](https://trailhead.salesforce.com/content/learn/modules/lex_implementation_reports_dashboards)

Question 30

Subscribe and Schedule Reports

Answer 30

Receive refreshed report results by email on a schedule Learn how to [Schedule and Subscribe to Reports](https://help.salesforce.com/s/articleView?id=sf.reports_subscribe_overview.htm&type=5) to receive notifications that keep stakeholders informed.

Question 31

Opportunities worth more than $50M, cases that mention the word "widgets" in the subject, or accounts located in California are examples of ...

Answer 31

Report Filters Read how to [Filter Reports by Values](https://help.salesforce.com/s/articleView?id=sf.reports_builder_filtering.htm&type=5) to define data in reports.

Question 32

What does it mean to do a "Dashboard Refresh"?

Answer 32

Load the latest data into a dashboard. Review how to [Refresh Dashboard Data](https://help.salesforce.com/s/articleView?id=sf.dashboards_refresh.htm&type=5) to load the latest data into a dashboard.

Question 33

What is a Dashboard Filter?

Answer 33

To apply different data perspectives to a single dashboard. Identify how to [Filter a Dashboard ](https://help.salesforce.com/s/articleView?id=sf.dashboard_filters_overview.htm&type=5)to apply different data perspectives.