Salesforce · Salesforce Admin

Salesforce Administrator Basics

Objects, fields, and user management concepts tested on the Salesforce Administrator certification exam.

38 cards · basic cards · AI-written, checked twice. Edit anything.

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What is the primary object that represents a company or individual you do business with in Salesforce?
Account
In Salesforce, what object stores information about people associated with Accounts?
Contact
What object represents a potential opportunity for a sale?
Opportunity
What is the difference between a Lead and a Contact in Salesforce?
A Lead is an unqualified prospect; a Contact is associated with an Account
What standard object is used to track customer support issues?
Case
What field type stores true or false values?
Checkbox
What field type is used to store currency amounts?
Currency
What field type allows users to select one option from a dropdown list?
Picklist
What field type allows multiple selections from a list?
Multi-select Picklist
What field type stores a link to another record in Salesforce?
Lookup field
What is the difference between a Lookup field and a Master-Detail field?
Master-Detail is a required, parent-child relationship; Lookup is optional and flexible
What field type stores text up to 255 characters?
Text field
What field type stores text with more than 255 characters?
Text Area or Long Text Area
What is the default user license that gives full access to Salesforce functionality?
Salesforce License
What controls what records a user can see and edit in Salesforce?
Organization-Wide Defaults (OWD)

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