Salesforce Certified Administrator — All Questions
4 questions
An administrator needs to import several thousand Account records from a spreadsheet into Salesforce. Which tool is well suited for this bulk load?
- a.The Data Import Wizard or Data Loader✓
- b.A validation rule
- c.The role hierarchy
- d.A Lightning record page
The Data Import Wizard handles common bulk imports for standard and custom objects up to its limits, and Data Loader handles larger volumes and more objects. Validation rules enforce data quality, the role hierarchy manages access, and record pages control display, none of which perform data import.
Which report format displays records grouped into rows and columns to summarize data across two dimensions, such as opportunities by stage and by owner?
- a.Tabular report
- b.Summary report
- c.Matrix report✓
- d.Joined report
A matrix report groups data by both rows and columns, making it ideal for comparing a measure across two dimensions. Tabular reports are simple lists, summary reports group by rows only, and joined reports combine multiple report blocks. Matrix is the correct choice for a two-dimensional grouping.
A manager wants a single screen that shows several charts and metrics from different reports at a glance, refreshed on demand. Which Salesforce feature provides this?
- a.A list view
- b.A dashboard✓
- c.A validation rule
- d.A permission set
A dashboard displays components such as charts, gauges, and metrics that are each powered by an underlying report, giving a consolidated visual summary that can be refreshed. List views show records of one object, validation rules enforce data integrity, and permission sets grant access, none of which aggregate multiple reports visually.
To help keep the database clean, which native feature can alert users or block them from creating records that match existing ones?
- a.Sharing rules
- b.The role hierarchy
- c.Escalation rules
- d.Duplicate rules and matching rules✓
Duplicate management uses matching rules to identify potential duplicates and duplicate rules to alert or block users when they try to save a matching record, improving data quality. Sharing rules and the role hierarchy govern access, and escalation rules route overdue cases, so none of them address duplicate prevention.