What are the charts types available in Salesforce Reports? Choose 3.
A. Stacked Bar
B. Bar
C. Stacked Donut
D. Donut
Answer: A, B, D
“Stacked Donut” is not an option.
What are two considerations for the Org Recycle Bin? Choose 2 answers.
A. Records are permanently deleted when using the ‘Delete’ button.
B. Records in the Recycle Bin count against your org’s storage usage.
C. You can restore reports and dashboards.
D. Deleted records remain in the recycle bin for 15 days.
Answer: B & D
Why the other options are wrong:
A → Delete does NOT permanently delete (that’s “Empty Recycle Bin”)
C → Reports and dashboards aren’t restored from the Recycle Bin
Universal Container wants to understand all of the configuration changes that have been made over the last 6 months. Which tool should an Administrator use to get this information?
A. Network Access Settings
B. Debug Log
C. Setup Audit Trail
D. Custom Report Type
Answer: C
Setup> Audit Trail, can download up to 6 months of changes in .csv
Audit history is especially useful in orgs with multiple admins.
What feature would a System Administrator implement to allow Universal Container’s prospects/customers to complete a form on the corporate website and have that data automatically become a Lead in Salesforce?
A. Auto Response Rules
B. Assignment Rules
C. Web-to-Lead
D. Escalation Rules
Answer: C
Web-to-Lead allows Salesforce to:
- Display a form on a website
- Automatically create a Lead record when someone submits it
How can Knowledge articles be used? Choose 2 answers.
A. To restore important article data
B. To resolve customer cases
C. To prepare for the forecast
D. To display for customer self-service
Answer: B, D
Knowledge articles = help content for agents and customers - can be used internally (workers) as well as externally (customer-facing, self-service portal)
App Launcher > Knowledge
(Only available if you have Service Cloud)
Which report format summarizes data in a grid against horizontal and vertical criteria and provides totals for both rows and columns?
A. Summary
B. Joined
C. Matrix
D. Tabular
Answer: C - Matrix
Tabular reports = no groupings
Summary = one grouping (rows (horizontal))
Matrix = two groupings (rows & columns (horizontal & vertical))
A joined report consists of up to five report blocks: https://help.salesforce.com/s/articleView?id=analytics.reports_joined_format_concepts.htm&type=5
When a user account is deactivated, what will happen to its associated license?
A. The license is listed as Inactive.
B. The license is removed from the billable licenses for the organization.
C. The license becomes available for reassignment.
D. The license is automatically assigned to another user.
Answer: C
Setup > Company Information > View license count
The Password Policy shows that the length of time until passwords expire is 90 days. However, some users find that their passwords expire every 30 days. Where should the System Administrator look to confirm or update the password expiration period for these users?
A. Roles assigned to the Users
B. Permission Sets assigned to the Users
C. Individual User records
D. Profiles assigned to the Users
Answer: D
Setup > Profile > Scroll all the way down > Password Policies
What tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps?
A. Default Off
B. Default On
C. Read-Only
D. Tab Hidden
Answer: D
Default On = automatically visible on navigation bar for users
Default Off = not automatically visible on navigation bar for users, but searchable
Tab Hidden = not visible on navigation, not searchable
Read-Only = not a tab setting
Universal Containers uses a custom field on the account object to capture the account credit status. The sales team wants to display the account credit status on opportunities. Which feature should a System Administrator use to meet this requirement?
A. Roll-up summary field
B. Cross-object formula field
C. Lookup field
D. Workflow field update
Answer: B
Cross Object Formula:
Formula fields cannot be edited, they are calculated by Salesforce.
Cross-Object Formula Fields are just taking an actual field from one object and displaying it on another. It can only be edited on the object it originates from.
Goal: Account Number field from Account Object to be displayed on Opportunity
Setup > Object Manager > Opportunity > Fields & Relationships > New Field
Data Type: Formula Field
Field Label: Account Number
Formula Return Type: Text (should match whatever field you are displaying)
Next > You will be taken to the Formula Editor
Click on “Advanced” tab > Insert Field > Opportunity > Account > Account Number
