CSA Cheat Sheet 2026

The 30 highest-yield CSA facts, distilled from real exam questions. Print it, save it as a PDF, or study it here — free, no sign-up.

1. What should you do when deactivating a user? → Reassign ownership
2. What does a profile control in Salesforce? → Object and field permissions
3. Which activity in Salesforce is used to record a scheduled call or meeting with a customer? → Event
4. What is a custom object? → User-defined object
5. What is the MOST effective way for new CSA professionals to build competency in their field? → Combining formal education, mentored practice, and ongoing professional development
6. A CSA certified professional is asked to provide services outside their scope of competence. The CORRECT ethical response is to: → Decline and refer to a qualified professional
7. What role does collaboration play in developer fundamentals for CSA professionals? → It enhances outcomes through diverse perspectives and shared expertise
8. What is the main purpose of a Salesforce report? → Analyze data with filters
9. What is a key step in setting up a new Salesforce org? → Configure company settings
10. In CSA practice, what is the primary purpose of strategic planning? → To align resources with goals and anticipate challenges
11. What is the primary purpose of assessment in the CSA context? → To gather information for informed decision-making
12. What replaces Workflow and Process Builder in modern automation? → Analytics Builder
13. What is the purpose of a Campaign in Salesforce? → To plan, manage, and track marketing initiatives and measure their ROI
14. What report format displays data in a grid with groupings? → Summary
15. Which Salesforce tool allows a sales representative to track all interactions, tasks, and events associated with a specific opportunity in one place? → The Activity Timeline on the Opportunity record
16. What is the recommended approach for handling errors in apex programming? → Implement structured error handling with meaningful messages
17. How does the CSA body of knowledge relate to daily professional practice? → It provides the foundational framework that guides decision-making and standard practices
18. Which practice improves the security of apex programming implementations? → Input validation and principle of least privilege
19. How does the CSA body of knowledge relate to daily professional practice? → It provides the foundational framework that guides decision-making and standard practices
20. Which personal protective equipment (PPE) principle applies to ALL CSA certified professionals regardless of their specific role? → PPE must be properly fitted, maintained, and replaced as needed
21. Which skill is most critical for effective data modeling and management? → Communication and stakeholder engagement
22. In Certified Salesforce Administrator practice, what is the FIRST step when a safety hazard is identified in the workplace? → Immediately secure the area and report the hazard
23. When conducting a risk assessment for CSA operations, which factor should receive the HIGHEST priority? → Probability and severity of potential harm
24. In CSA certification, what is the purpose of automated testing? → To catch regressions and verify functionality continuously
25. Which professional attribute is most valued in lightning components within the CSA field? → Accountability and commitment to standards
26. In CSA practice, what is the best approach to quality improvement in lightning components? → Use data-driven methods with measurable outcomes
27. What defines the criteria that must be met to trigger a flow? → Entry condition
28. A CSA professional discovers a conflict of interest in a current assignment. What is the MOST ethical course of action? → Disclose the conflict immediately and recuse if necessary
29. What is the benefit of continuous integration in CSA workflows? → It detects integration issues early through frequent builds and tests
30. What is the purpose of a record type? → Customize views and picklists