Free Salesforce Admin Practice Exam (with Answers)

Some examples of standard Salesforce objects include Account, Contact, Lead, Opportunity, Contract, Quote, and Pricebook. Ticket is not a standard Salesforce object.

Validation rules are triggered upon saving a record. Validation rules verify that the data a user enters in a record meets the requirements (rules) you specify before they can save the record. If a record meets the requirements it will be saved. If a record does not meet the requirements, an error message will be displayed.

Validation Rules

Create Validation Rules

Record Types control the Path, available Picklist Values and the Page Layout.

Path/Picklist Values:

Page Layout:

Tailor Business Processes to Different Users Using Record Types

We can edit the properties of fields on the page layout, making them ‘Read Only’ or ‘Required’.

Page Layouts

Customize Record Details with Page Layouts

Text Area (Rich) fields support the formatting of text including:

• Colour
• Formatting Font (Bold, Italic, Underline, Strikethrough)
• Format Body (Bulleted List, Numbered List, Indent, and Outdent)
• Align Text (Left, Right, Center)
• Insert Link
• Insert Image

Editing Rich Text Area Fields in Records

When different processes are required to manage types of Leads, we can create multiple Record Types and Lead Processes.

A Record Type can have its own Lead Process. Lead Process values are determined by the Lead Status picklist field. A Lead Process can contain some or all of the values contained in the Lead Status field.

First, we’ll add all possible values to the Lead Status field:

Next, we’ll create a Lead Process for each type of Lead:

Lastly, well create a Record Type for each type of Lead and add the relevant Lead Process:

Managing Multiple Business Processes

Edit Picklists for Record Types and Business Processes

Create Record Types

The Flow Debug Tool is used to troubleshoot Flows while they are in development, and help pinpoint any errors that users are receiving while using your Flows.

Setup Audit Trail is where you can find the changes made by users or other Salesforce Professionals (e.g. Admins).

Time-Based Workflow helps troubleshoot Workflow Rules (Workflow Rules are retired as of Winter '23).

Debug Logs can be used to diagnose issues within your org, by tracing User and system actions. However, this is not the correct answer as this tool does not reside within the Flow Builder.

Debug a Flow in Flow Builder

Audit Trail

Monitor Debug Logs