Salesforce Certification Salesforce Certification 3 — Questions and Answers
Question 1: What happens to the related Opportunity when a Lead is converted?
- A new Opportunity can optionally be created (Correct answer)
- The Lead becomes an Opportunity record itself
- All Opportunities are deleted
- Nothing can be created
Correct answer: A new Opportunity can optionally be created
During conversion you can optionally create a new Opportunity along with the Account and Contact.
Question 2: Which field type automatically calculates a value from child records on a master-detail relationship?
- Roll-Up Summary (Correct answer)
- Formula
- Auto Number
- Picklist
Correct answer: Roll-Up Summary
Roll-Up Summary fields aggregate (SUM, COUNT, MIN, MAX) values from child records in a master-detail relationship.
Question 3: What is the purpose of a Permission Set?
- Grant additional access without changing a profile (Correct answer)
- Replace the user's profile entirely
- Define org-wide defaults
- Set the company time zone
Correct answer: Grant additional access without changing a profile
Permission Sets extend a user's access on top of their profile without changing the profile.
Question 4: Which tool would you use to import 10,000 records into Salesforce?
- Data Loader (Correct answer)
- Validation Rule
- Approval Process
- Quick Action
Correct answer: Data Loader
Data Loader handles bulk insert, update, upsert, and delete of large data volumes up to millions of records.
Question 5: What determines the baseline level of record access for all users in an org?
- Organization-Wide Defaults (Correct answer)
- Permission Sets
- Page Layouts
- Report Types
Correct answer: Organization-Wide Defaults
Organization-Wide Defaults (OWD) set the most restrictive baseline access that sharing rules can then widen.
Question 6: Which relationship type makes the child record's ownership and sharing inherited from the parent?
- Master-Detail (Correct answer)
- Lookup
- Hierarchical
- External
Correct answer: Master-Detail
In a master-detail relationship the child inherits ownership, sharing, and is deleted when the parent is deleted.
Question 7: What does the Role Hierarchy primarily affect?
- Record access for users above in the hierarchy (Correct answer)
- Field visibility on page layouts
- The number of licenses available
- Email deliverability
Correct answer: Record access for users above in the hierarchy
The Role Hierarchy grants users access to records owned by or shared with users below them in the hierarchy.
Salesforce Certification Salesforce Certification 3
What happens to the related Opportunity when a Lead is converted?