Salesforce Certification Practice Test 2025
Salesforce is a cloud computing company that is considered as the number one customer relationship management (CRM) solution. With their help, companies and customers alike are brought together in one CRM platform.
Salesforce Sales Cloud
The Sales Cloud is a platform that is designed to make the sales process easier. It is great for business-to-business and business-to-customer relations. It usually consists of the following: Salesforce Service Cloud, Marketing Leads, Accounts and Contacts, Email and Productivity, Analytics and Forecasting, among others.
Salesforce CRM Work
According to the Salesforce Handbook, Salesforce CRM is a set of applications and business processes that will help companies manage customer relations such as information, conversations, and activities in one centralized location.
Take the Salesforce Practice Test Online!
Salesforce Certification
Salesforce certification is a qualification test for professionals who make use of the Salesforce application in their companies or organizations.
Nowadays, Salesforce is often used by many many industries. That’s why there are various professionals who want to get their Salesforce certifications.
Types of Salesforce Certifications
Salesforce Certifications | Positions |
Administrators | ● Administrator ● Advanced Administrator |
App Builders | ● Platform App Builder |
Architects | ● Application Architect ● Data Architecture and Management Designer ● Development Lifecycle and Deployment Designer ● Identity and Access Management Designer ● Integration Architecture Designer ● Mobile Solutions Architecture Designer ● Sharing and Visibility Designer ● System Architect ● Technical Architect |
Consultants | ● Community Cloud Consultant ● Field Service Lightning Consultant ● Marketing Cloud Consultant ● Pardot Consultant ● Sales Cloud Consultant ● Service Cloud Consultant |
Developers | ● Commerce Cloud Digital Developer ● Platform Developer I ● Platform Developer II |
Specialists | ● CPQ Specialist ● Marketing Cloud Email Specialist ● Marketing Cloud Social Specialist ● Pardot Specialist |
Administrator
Get started as a Salesforce (CRM) Administrator
To be an administrator, you can either get two of the certifications in the Salesforce Administrator program/ Graduate Program Salesforce: Salesforce Administrator certification and Salesforce Advanced Administrator certification.
Salesforce Admin certification
Salesforce Certified Administrator | |
Description | Candidates must have knowledge regarding customization of Salesforce. They must also know how to manage users and configure the platform. They must be able to do various administrative functions and must know how to respond to business requirements. |
Number of Questions | 60 questions (multiple-choice type) |
Time Allowed | 105 minutes |
Passing Score | 65% |
Salesforce Certification Cost | |
Registration Fee | $200 plus tax |
Retake Fee | $100 plus tax |
The exam also determines whether the candidates have the skills to apply the following:
Feature | Percentage |
Organizational Setup | 3% |
User Setup | 7% |
Security and Access | 13% |
Standard and Custom Objects | 14% |
Sales and Marketing Applications | 14% |
Service and Support Applications | 13% |
Activity Management and Collaboration | 3% |
Data Management | 10% |
Analytics—Reports and Dashboards | 10% |
Workflow/Process Automation | 8% |
Desktop and Mobile Administration | 3% |
AppExchange | 2% |
Salesforce Advanced Administrator Certification
Salesforce Certified Advanced Administrator | |
Description | Candidates must have significant experience when it comes to being a Salesforce Administrator. They must have hands-on-experience and have passed the Administration Essentials for Experienced Admins (ADM 211) and other equivalent experience. They should also be able to do some of the following: ●Evaluate, maintain, and cleanse data quality with the help of Salesforce functionality. ● Salesforce CRM configuration and set-up ●Utilize complex charting, joined reports, reporting snapshots, etc. to make reports for difficult business requirements. ●Enhance dashboards by making use of dashboard filters and dynamic dashboards, among others. |
Number of Questions | 60 questions (multiple-choice type) |
Time Allowed | 105 minutes |
Passing Score | 65% |
Salesforce Certification Cost | |
Registration Fee | $200 plus tax |
Retake Fee | $100 plus tax |
The exam also determines whether the candidates have the skills to apply the following:
Feature | Percentage |
Security and Access | 20% |
Extending Custom Objects and Applications | 8% |
Auditing and Monitoring | 6% |
Sales Cloud Applications | 10% |
Service Cloud Applications | 10% |
Data Management | 10% |
Content Management | 3% |
Change Management | 10% |
Analytics, Reports, and Dashboards | 10% |
Process Automation | 13% |
App Builders
Get started as a Salesforce Platform App Builder
To be Salesforce appbuilder, candidates must have experience when it comes to custom applications design, implementation, and building. They must use the Salesforce Platform’s customization capabilities.
Salesforce Platform App Builder Certification
Salesforce Platform App Builder | |
Description | Candidates should be able to show their custom application skills. They must create or manage application security, process automation, data models, etc. They must also have at least 6 months to 1 year of experience in making applications on the Lightning Platform or other similar platforms. |
Number of Questions | 60 questions (multiple-choice type) |
Time Allowed | 105 minutes |
Passing Score | 63% |
Salesforce Certification Cost | |
Registration Fee | $200 plus tax |
Retake Fee | $100 plus tax |
The exam also determines whether the candidates have the skills to apply the following:
Feature | Percentage |
Salesforce Fundamentals | 8% |
Data Modeling and Management | 20% |
Security | 10% |
Business Logic and Process Automation | 27% |
Social | 3% |
User Interface | 14% |
Reporting | 5% |
Mobile | 5% |
App Development | 8% |
Developers
Role of Salesforce Developer
To be a developer, you must obtain a Salesforce Developer Certification. Candidates must be able to code, test, or design Salesforce software applications. You must also have technical proficiency and software development expertise.
There are also 3 different types of certifications for developers: Salesforce Certified B2C Commerce Developer, Salesforce Certified Platform Developer I, and Salesforce Certified Platform Developer II.
Salesforce B2C Commerce Developer Certification
Salesforce B2C Commerce Developer | |
Description | Candidates must have experience as developers for Salesforce B2C Commerce Digital. They must also have the necessary knowledge for creating and troubleshooting JavaScript controllers, for using Digital Script API packages, and knowing how to use the elements of a B2C Commerce Digital site, and more. |
Number of Questions | 60 questions (multiple-choice type) |
Time Allowed | 105 minutes |
Passing Score | 70% |
Salesforce Certification Cost | |
Registration Fee | $200 plus tax |
Retake Fee | $100 plus tax |
The exam also determines whether the candidates have the skills to apply the following:
Feature | Percentage |
Environment Setup | 9% |
Digital Architecture | 14% |
Data Management/Business Manager Usage | 21% |
Application Development | 56% |
Salesforce Platform Developer I Certification
Salesforce Platform Developer I | |
Description | Candidates must have the knowledge and experience to deploy and develop basic business logic. They must have at least 1 to 2 years of experience as a developer. They must also have experience on the Lightning Platform for at least 6 months. |
Number of Questions | 60 questions (multiple-choice type) |
Time Allowed | 110 minutes |
Passing Score | 65% |
Salesforce Certification Cost | |
Registration Fee | $200 plus tax |
Retake Fee | $100 plus tax |
The exam also determines whether the candidates have the skills to apply the following:
Feature | Percentage |
Salesforce Fundamentals | 10% |
Data Modeling and Management | 12% |
Logic and Process Automation | 46% |
User Interface | 10% |
Testing | 12% |
Debug and Deployment Tools | 10% |
Salesforce Platform Developer II Certification
Salesforce Platform Developer II | |
Description | Candidates must know how to show their skills in advanced programmatic capabilities and data modeling. They must also have at least 2 to 4 years of experience as a developer and at least 1 year of experience on the Lightning Platform. |
Number of Questions | 60 questions (multiple-choice type) |
Time Allowed | 120 minutes |
Passing Score | 70% |
Salesforce Certification Cost | |
Registration Fee | $200 plus tax |
Retake Fee | $100 plus tax |
The exam also determines whether the candidates have the skills to apply the following:
Feature | Percentage |
Salesforce Fundamentals | 8% |
Data Modeling and Management | 5% |
Logic and Process Automation | 20% |
User Interface | 20% |
Performance | 15% |
Integration | 14% |
Testing | 13% |
Debug and Deployment Tools | 5% |
Salesforce Octane Score
When using Lightning Experience, Salesforce has specifically suggested Octane scores. The minimum criteria is an Octane score Salesforce of 20,000 or above, with a score of 30,000 or higher being preferred.
Benefits of Salesforce Certification
1.) You’ll know more about the Salesforce Platform. If you want to work in this field, having a Salesforce Certification will help you improve your sales and marketing strategies. You’ll know the ins and outs of the Salesforce system.
2.) When getting the certification, you’ll attend training courses that will give you the experience that you need. As a candidate, you will have at least 12 hours of training for live projects and at least 20 hours in lab practice.
3.) The Salesforce software is always up to date. As a cloud technology, it regularly releases updates in the application automatically. Also, the website at www.salesforce.com releases updates throughout the year.
4.) You’ll handle customers and plan business processes more effectively. By being certified, you’ll know how to navigate the system in your favor.
5.) It will give you more credibility. A lot of companies require the certification, and by having it, it will open many opportunities for you. Having the certificate will show them that you possess the required efficiency and expertise when it comes to such responsibilities.
6.) By getting the certificate, you’ll be able to help out your company. Some companies implement Salesforce, but because they do not know how to utilize it, they face a lot of problems. That’s why, as an employee, you can help by getting the Salesforce certification. With it in hand, you’ll be a valuable asset.
Those mentioned are just some of the things that will be beneficial to you. Obtaining your certificate might be your ticket to getting your ideal job. Thus, it is always good if you prepare thoroughly for the exams you’ll have to take. We at Practice Test Geeks offer a number of practice tests that can help you pass the exams.
Salesforce Salary
Customer Success Manager
The typical yearly compensation for a Salesforce Customer Success Manager salary is $61,250, which comprises a base salary of $57,000 and a bonus of $4,250.
Business Development Associate
The average income for a Business Development Representative Salesforce is $58,947. The salary range for a Salesforce Business Development Representative at Salesforce is $55,993 to $63,957. This estimate is based on 17 Salesforce Business Development Associate salary report(s) provided by employees or estimated based on statistical methods. A Business Development Associate at Salesforce can expect to receive an average total Salesforce pay of $58,947 after bonuses and other perks.
Salesforce Recruiter
The average annual Salesforce recruiter salary is $95,000. Salesforce recruiter salaries can range from $44,388 to $165,702 per year.
Salesforce Sales
The average Salesforce Sales salary is $66,237. Salesforce Sales Representative salaries range from $32,128 to $210,629 per year. This estimate is based on 55 salary reports submitted by Salesforce Sales Representative employees or approximated using statistical methods. A Sales Representative at Salesforce can expect to earn an average total pay of $79,806 after bonuses and other perks.
Salesforce Manager
Salesforce Manager Salary | Annual Salary | Monthly Pay |
Top Earners | $150,000 | $12,500 |
75th Percentile | $145,500 | $12,125 |
Average | $131,185 | $10,932 |
25th Percentile | $119,500 | $9,958 |
Account Executive
The average annual income for a Salesforce Account Executive salary is $79,928. The overall compensation for an Account Executive in the United States is $34,669 less than the national average. Salesforce Account Executive salaries can range from $76,667 to $83,188 per year.
High Velocity Sales Implementation Guide
In four high-level phases, set up High Velocity Sales.
- Configure Einstein Activity
- Capture and enable High Velocity Sales.
- Assign the appropriate permission sets.
- Set up features that are Educate sales managers and reps, and encourage them to complete the High Velocity Sale setup.
Best Salesforce Pardot Certification Courses:
- Pardot Training: Get up and running with Salesforce Pardot
- The Complete Guide for Salesforce Pardot
- Pardot Consultant Certification Practice Tests
- Introduction to Salesforce Pardot Lightning App (PLA)
- The Complete Guide to Salesforce Pardot Lightning
Salesforce Admin Study Guide PDF
If you want to build a successful career in the Salesforce ecosystem, being a Salesforce Administrator is a fantastic starting step. In recent years, Salesforce has gained its market share and has earned revenue faster than any other CRM vendor. Salesforce admin certification cannot be earned through rote learning; you must demonstrate practical knowledge. Salesforce study materials such as salesforce tutorial PDF, salesforce admin certification study guide 2025 PDF, salesforce admin interview questions and answers PDF, and salesforce admin certification questions PDF are available. We advise you to take the Salesforce admin test exam. This sample test will allow you to feel the format and questions you might encounter on the Salesforce Certified Administrator exam.
Salesforce Questions and Answers
What is Salesforce?
Salesforce is a cloud computing company that is considered as the number one customer relationship management (CRM) solution. With their help, companies and customers alike are brought together in one CRM platform.
What does Salesforce do?
Salesforce develops and maintains customer relationship management (CRM) software that helps firms break through technology boundaries across departments, giving them a holistic view of their customers across all channels.
What is Salesforce used for?
Salesforce is a cloud solution company that offers on-demand services. It is a business-to-business (B2B) enterprise that provides services to other businesses. Its Customer Relationship Management (CRM) platform is its most well-known feature. Users can design and use their own CRM solutions and applications. Salesforce’s business offerings are primarily targeted at the sales and support industries. Salesforce clients might be small, medium, or large businesses, as the company provides apps for all sizes of businesses. Salesforce users have access to PaaS, IaaS, and SaaS services.
Who owns Salesforce?
Salesforce is owned by Marc Russell Benioff. He launched the business in 1999. He is just the Chairman and CEO of the Salesforce corporation.
How much does Salesforce cost?
You should be aware that the cost of a Salesforce license and the cost of a Salesforce deployment are not the same. When it comes to Sales and Service Cloud licenses, the subscription cost varies depending on the version selected, and can range from $25 to $300 per month per user. However, when we talk about Marketing Cloud, it’s a little more expensive, ranging from $400 per month to $40, 000 per year per organization. Another point of contention is the cost of installation, which can range from $5,000 to $100,000.
How to create a report in Salesforce?
Select New Report from the Reports tab in Salesforce to create a report. This will bring up the Report Builder, where you can select the report type you want to make.
- Add a data table or graph as the first step. To do so, go to the Report Builder’s top-left corner and click the Add Table/Graph button.
- The next step is to choose whatever fields you wish to include in your report. It’s time to structure your report after you’ve added all of the fields you’ll need. You can alter the font type, size, and color of your text, as well as the alignment. You may also alter the background color and add borders to your table or graph.
- You can save your report as a PDF, Excel file, or HTML file once you’ve finished formatting it.
- Finally, your freshly produced Salesforce report may be added to your dashboard!
How to learn Salesforce?
Jumping right in and trying things out is one of the greatest methods to learn Salesforce. Salesforce is incredibly user-friendly, and once you’ve gotten to know it, you may start experimenting with some of the more advanced features.
How many employees does Salesforce have?
As of the fiscal year 2025, Salesforce.com employed roughly 56,600 people. Salesforce’s workforce has grown during the course of the study, nearly doubling in size since 2018.
What is a Salesforce administrator?
A Salesforce Admin is a corporate leader with extensive knowledge of Salesforce. He has a thorough understanding of how his company operates, and he contributes to all of the decisions that are made. With the use of process automation, departments have been successful. Salesforce Admin makes significant efforts to reduce inefficiencies and increase productivity.
How to become a Salesforce administrator?
One of the first things to consider if you want to become a Salesforce Administrator is how much schooling you’ll need. According to our research, 76.8% of Salesforce Administrators hold a bachelor’s degree. In terms of higher education, we discovered that 15.9% of Salesforce Administrators had earned a master’s degree. Even though most Salesforce Administrators have a college degree, obtaining one with only a high school diploma or GED is impossible.
How to get Salesforce certified?
You should create an account and log in to Salesforce to register for the exam. Before you take it, you have to complete the required training courses. After that, you need to pay the appropriate fees and take your preferred certification exam. You can then check your verification for the Salesforce certification through your account.
What is CPQ in Salesforce?
Salesforce’s CPQ Salesforce, or Configure, Price, Quote Software, is a sales tool that allows businesses to deliver correct pricing for every product configuration scenario. Optional features, customisations, quantities, and discounts are all taken into consideration by CPQ software, allowing sales agents to quote pricing swiftly and reliably. Salesforce CPQ is a cloud-based platform that provides your sales staff with easy-to-use software that is accessible from any device. Hosted on the Sales Cloud platform, it gives you a direct link to your CRM, allowing you to make the best informed sales decisions possible.
What is Salesforce developer?
A Salesforce developer is a programmer who works with various PaaS (Platform as a Service) platforms to create Salesforce apps.
What is Salesforce marketing cloud?
Salesforce Marketing Cloud is a cross-channel and cross-device customer interaction platform that offers relevant and tailored customer journeys. It allows marketers to deliver the appropriate message at the right time through the right channel at all stages of the relationship.
When was Salesforce founded?
Former Oracle employee Marc Benioff, along with Parker Harris, Dave Moellenhoff, and Frank Dominguez, founded the company as a software as a service (SaaS) startup on February 3, 1999, and it went public between September and November 1999.
How tall is Salesforce tower?
Salesforce Tower is the highest structure in the tech city, standing at 1070 feet and 61 story’s.
How to become a Salesforce developer?
Salesforce developers are individuals that create and manage Salesforce applications. Knowing which skills to study is crucial to learning how to become a Salesforce developer. You must have a strong command of programming languages and be an effective communicator on a variety of business themes.
How to get a job at Salesforce?
The first thing you have to do is to apply for a job. The position you’ll apply for must match the skills that you already have. Those who give a clear indication of their experience and match it with the job Salesforce requirements will likely pass. That’s why candidates must have resumes that are short and straight to the point. They must indicate that they have the necessary skills and experience for the job.
The second thing is to attend the Salesforce interview process. There are many people who apply so the competition can be tough. As a candidate, you must make a good impression on the panel interview salesforce. You would be asked about the projects you have participated in, its scale, collaborations and such. Moreover, you will always be asked the question, “Why do you want to work for Salesforce?”
Lastly, when you get the offer, you must stay in touch with your recruiter who will guide you through the process. With your acceptance, you will be given a contract to sign electronically via DocuSign. After signing, you will be officially hired.
How to merge contacts in Salesforce?
Contact merging in Salesforce is a lot easier than it appears. On the screen with your account information, click on the “Merge my contacts” option. You’ll be able to merge contacts from the same person this way. The “Merge my contact” feature will provide a list of duplicate entries, making it much easier to select the data you want to merge and leave out the ones you don’t. The following is a step-by-step guide to merging contacts in Salesforce:
- Go to your account and modify the details after opening the account home screen. You should now scroll down to see the records that are stored in your contacts. Choose the duplicate records you’d like to merge.
- After you’ve combined your contacts, go to the contacts area and select “merge contacts” to access the “Merge my contacts” feature. This tool will make finding duplicate records that you want to merge a lot easier. This option will provide a comprehensive list of all duplicate records.
- Then, choose the boxes that contain the records you want to merge. You can use this tool to merge two or more records at once.
- Once you’ve checked all of the boxes, click “next.” The following screen will state “Select the values to preserve. ” The first contact you choose will appear on the left side of your screen, while duplicate records will appear on the right. Then simply click on the radio button that appears in front of each field.
- After you’ve completed the previous stages, click “merge” to complete the process of merging contacts in Salesforce. You’ll receive a warning that says you won’t be able to undo the merge. To proceed with integrating contacts in Salesforce records, click “OK” on this warning. The records will be merged based on your previous selections.
Where is Salesforce headquarters?
Salesforce is based in San Francisco’s downtown area.
Does Salesforce drug test?
As part of their initial assessment, sales agents will be required to pass a pre-employment drug screening test as well as a background check, according to the business. Individuals who do not pass this component of the application will not be considered for employment at the company.
Does Salesforce own tableau?
Tableau was acquired by Salesforce in an all-stock deal valued approximately $15 billion on June 10, 2019. Tableau announced the appointment of Mark Nelson as president and CEO in March 2025, succeeding Adam Selipsky. Deputy Assistant Secretary of Defense Phil Carter and computer scientist and novelist Leland Wilkinson are two notable Tableau employees.
How to create a campaign in Salesforce?
- Go to your Salesforce account and sign in. An email address and a password will be required. Although most corporations join up for Salesforce, each individual has their own login.
- Go to the “Campaigns” tab, which will be on the left hand side of your Salesforce account’s horizontal options. In the “Recent Campaigns” box near the top of the page, press “New.”
- In the drop down choice for Campaign Record Type, select whether it is a “Parent” or “Child” campaign. A parent campaign is an entirely new Salesforce campaign, whereas a kid campaign is a subdivision of a bigger marketing campaign.
- In the “Campaign Edit” screen, enter the details for your campaign. Planning, Statistics, and Links are just a few of the subsections that help you break down your campaign into stages.
- Use the “Save” button at the top of the page to save your campaign.
Is Salesforce a good company to work for?
Salesforce is a great place to work because it values its employees’ abilities. The company will then make certain that you give back to the community.
What is sandbox in Salesforce?
The word Salesforce sandbox refers to a Salesforce.com development or testing environment. A sandbox is built as a duplicate of the current production organization, complete with all of that organization’s configuration, code, and setup data (i.e. metadata).
When did Salesforce go public?
In 2004, Salesforce went public for the first time.
Why is Salesforce stock down?
Salesforce and SAP have long been rivals in the cloud computing space. SAP’s revenue projection “has significant repercussions for the entire sector,” according to The Motley Fool, and “the broader market is also plummeting as COVID-19 cases in the United States have hit fresh records in recent days.”
Why use Salesforce?
Salesforce is a cloud-based Customer Relationship Management (CRM) platform that helps businesses track and manage their sales and marketing campaigns. Salesforce CRM is used by businesses of all sizes and sectors to streamline and optimize their operations.
Why work at Salesforce?
Working in a flexible way. Salesforce has always been and will continue to be a cloud-first firm, which implies that most roles in the space can be done remotely. Furthermore, Salesforce has one of the best business cultures in the world, and it promotes wellbeing and a healthy work-life balance for individuals who work there.
How many customers does Salesforce have?
There are almost 150,000 customers.
How much does a Salesforce admin make?
As of November 29, 2025, the average SalesForce Administrator salary is $69,005, however the compensation range frequently ranges between $60,761 and $75,884. Salary ranges rely on a variety of things, including schooling, certifications, supplementary talents, and the number of years you’ve worked in your field.
Is Salesforce park open?
The park is open to the public from 6 a.m. to 10 p.m. from May to October until a maximum of 9 p.m. everyday. The 5.4 acres of Salesforce Park are hidden from view from the street. To get there, you can take an elevator or a gondola.
What is an object in Salesforce?
Objects in Salesforce are similar to database tables, and they are the most important part of the system. Salesforce’s most important feature. Salesforce Objects give you a way to organize your data. data and are embedded into the user interface as well. This enables users to interact with the information Salesforce Objects are storage containers for Salesforce data.
What is Salesforce certification?
Salesforce certifications are well-known all around the world. Certification gives you a leg up on the competition and opens doors to new prospects with your present or future jobs.
Is Salesforce easy to learn?
If you studied it enough, then yes it is. Getting the certificates would require hard work on your part, especially if you are still a beginner. You can take the training courses that are provided by Salesforce, or you can take Salesforce free practice tests online. They can give you the preparation that you need to be certified.
Is Salesforce HIPAA compliant?
Salesforce can be HIPAA-compliant, but you’ll need to speak with your account representative and execute a Business Associate Agreement (BAA). Salesforce can be linked to “Shield” premium services for enhanced monitoring, encryption, and auditing.
When did Salesforce acquire tableau?
Salesforce acquire tableau on June 10th, 2019.
Can we change standard field label in Salesforce?
Simply go to Setup -> Rename Tabs and Labels to alter the labels for Standard Objects and Fields in Salesforce. Then click Edit on the Object you wish to rename. If necessary, adjust the singular and plural labels, or simply click Next to alter the labels for the Standard Fields and save.
Can we delete user in Salesforce?
It is not possible to delete a user from the Salesforce platform. However, if you have the proper admin credentials, you can simply deactivate a user, preventing him from logging into his Salesforce account or using Salesforce at all. Salesforce is a platform that is used by Salesforce.
Can we rename standard objects in Salesforce?
Go to Setup, then Customize, then Tab Names and Labels, and finally Rename Tabs and Labels. Once you’re here, click edit next to the object you wish to rename.
Does Salesforce integrate with outlook?
It’s not just about emails when it comes to Outlook integration. Salesforce CRM and Microsoft Outlook may be synced to automatically sync Contacts, Events, and Tasks between Salesforce and Outlook. Add Outlook emails to the Contact, Accounts (Organisms), Opportunities (Donations), and Lead objects manually.
How long does it take to hear back from Salesforce?
After you submit your application papers, you should expect to hear back between one to two weeks, or roughly 10-14 days. Certain opportunities, such as those for government employees, may take up to eight weeks to receive a response.
How many types of data types are there in Salesforce?
In general, there are five different data types in API.
How Salesforce helps business?
It is the most effective instrument for small firms to expand. It is the one tool that any organization requires for understanding everything about customers and making better-informed decisions.
How to activate duplicate rules in Salesforce lightning?
Specify a duplicate rule (in the Duplicate Rule area) or a duplicate job (in the Duplicate Job field) (in the Parent field). Click New under the Related tab of Lightning Experience. On the duplicate record set detail page in Salesforce Classic, select New Duplicate Record Item.
How to become a Salesforce solution architect?
If you’re wondering how to become a Salesforce architect, our answer is that you’ll need a strong understanding of the platform, as well as 3 to 5 years of experience as an application architect, system architect, enterprise architect, or solution architect.
How to change org wide defaults Salesforce?
Go to the Setup page. Controls for security. Sharing Preferences. Defaults for the entire organization. Edit. Hierarchies can be used to grant access. By default, Salesforce uses a role hierarchy to automatically grant access to users.
How to check Salesforce edition?
Check the title bar of your browser to see which Edition you’re using. To learn more about Salesforce license types, follow the steps below. Set up —> Administration Set up —> Company Profile —> Click on “Company Information ” —> Scroll down to the ” User Licenses ” section.
How to clone dashboard in Salesforce lightning?
To clone a dashboard, go to an existing one. Clone (button), then Save As. Assign a new name to the new dashboard. As needed, make changes to your Components.
How to create a chatter free user in Salesforce?
Create a new user by going to Setup>Manage User>Users>clicking on New User, then selecting Chatter Free in User License and Chatter Free User in Profile.
How to create a custom calendar in Salesforce?
- Select Calendar from the search list by clicking on App Launcher.
- Next, click the gear button in the bottom right corner. Additionally, select the New Calendar option.
- A dialog box displays; select the Salesforce standard or custom item from the drop-down menu.
- Now put in the information, such as the Calendar item’s name, start time, and duration.
How to create quick text in Salesforce?
Merge fields, line breaks, and special characters are all examples of quick text. To create Quick Text, click New. (You can also create a record type for Quick Text.) Give the message a name (Use a name that helps users identify when to use this message).
How to delete custom metadata records in Salesforce?
Custom MetaData types are not database entries; instead, they are part of Org’s XML customization. As a result, you can’t delete them the same way you can Accounts, Contacts, or custom settings. To do so, you’ll need to change the metadata of the organization.
How to delete knowledge articles in Salesforce?
Use the call on ArticleType kav to create, update, or delete a Knowledge article version, where ArticleType is the name of the article’s type. To delete, for example, use ArticleType kav.delete ().
How to deploy standard field picklist values in Salesforce?
To deploy custom values in conventional picklists, you must use a deployment technique that directly leverages the Metadata API, such as Workbench, Salesforce IDE, or Salesforce Deployment tool The standard picklist field must be included in the ‘custom fields’ section of the package.xml before they can be deployed.