question: 1

Which of the following can be used to automatically assign a record to a user when it’s created?
A. Validation Rule
B. Workflow Rule
C. Assignment Rule
D. Process Builder
✅ correct answer: C
🧠 explanation: Assignment Rules are used to automatically assign records to users based on predefined criteria.

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question: 2

What feature allows you to create and manage custom objects in Salesforce?
A. Object Manager
B. Schema Builder
C. AppExchange
D. Data Loader
✅ correct answer: A
🧠 explanation: Object Manager allows administrators to create and manage custom objects in Salesforce.

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question: 3

Which of the following features can be used to control access to records at the record level?
A. Profiles
B. Permission Sets
C. Roles
D. Sharing Rules
✅ correct answer: D
🧠 explanation: Sharing Rules define the record-level access to ensure users can view and edit specific records.

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question: 4

How can an administrator restrict users’ access to sensitive information in Salesforce?
A. Field-Level Security
B. Record Types
C. Page Layouts
D. Permission Sets
✅ correct answer: A
🧠 explanation: Field-Level Security controls visibility and editability of individual fields in Salesforce.

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question: 5

What is the primary function of a Profile in Salesforce?
A. Control what apps users can access
B. Control what fields users can see and edit
C. Control how users can access records
D. Control how users can view reports
✅ correct answer: B
🧠 explanation: A Profile defines user access to objects, fields, and other features in Salesforce.

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question: 6

Which tool should be used to update large data volumes in Salesforce?
A. Data Import Wizard
B. Data Loader
C. Schema Builder
D. AppExchange
✅ correct answer: B
🧠 explanation: Data Loader is the tool used to bulk import, export, update, and delete data in Salesforce.

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question: 7

Which type of report summarizes data and allows for grouping of rows by related data?
A. Matrix Report
B. Summary Report
C. Tabular Report
D. Joined Report
✅ correct answer: B
🧠 explanation: A Summary Report allows grouping of data, making it easy to analyze related information.

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question: 8

Which of the following automation tools allows you to trigger an action based on record updates or creation?
A. Workflow Rule
B. Report
C. Custom Object
D. Schema Builder
✅ correct answer: A
🧠 explanation: Workflow Rules can be used to automatically trigger actions such as sending an email or updating a field when a record is created or updated.

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question: 9

What is the benefit of using Permission Sets in Salesforce?
A. They restrict access to data
B. They allow for sharing of records
C. They provide additional permissions on top of profiles
D. They control access to apps
✅ correct answer: C
🧠 explanation: Permission Sets are used to extend user access beyond their profile without changing their profile itself.

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question: 10

What is the main purpose of Roles in Salesforce?
A. To control the type of access users have to objects
B. To define the hierarchical structure for record visibility
C. To define field-level access
D. To control access to apps
✅ correct answer: B
🧠 explanation: Roles help define the record-level visibility based on the user’s place in the organizational hierarchy.

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question: 11

Which feature allows you to automate tasks such as sending emails, creating tasks, or updating fields in Salesforce?
A. Process Builder
B. Approval Process
C. Record Types
D. Validation Rule
✅ correct answer: A
🧠 explanation: Process Builder allows you to automate various tasks, including sending emails, creating tasks, and updating fields.

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question: 12

What feature in Salesforce can be used to automatically send an email to a customer when a case is closed?
A. Email Template
B. Workflow Rule
C. Case Assignment Rule
D. Auto-Response Rule
✅ correct answer: B
🧠 explanation: A Workflow Rule can trigger an email to be sent automatically when a case reaches a specific status, such as closed.

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question: 13

Which object in Salesforce represents a company’s record?
A. Account
B. Opportunity
C. Case
D. Lead
✅ correct answer: A
🧠 explanation: An Account represents a company, organization, or entity in Salesforce.

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question: 14

Which tool is used to deploy changes from one Salesforce environment to another?
A. Change Set
B. Data Import Wizard
C. Reports
D. Workflow
✅ correct answer: A
🧠 explanation: Change Sets allow administrators to deploy configuration changes, like page layouts, between Salesforce environments.

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question: 15

How can an administrator allow users to view certain cases, but not modify them?
A. Use a Sharing Rule
B. Set Field-Level Security
C. Set Read-Only Permission on the Profile
D. Set up a Validation Rule
✅ correct answer: C
🧠 explanation: Setting Read-Only Permission at the profile level allows users to view but not modify cases.

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question: 16

What is the purpose of a Record Type in Salesforce?
A. To manage data permissions
B. To organize records into different categories
C. To control user interface and field visibility
D. To trigger workflow actions
✅ correct answer: C
🧠 explanation: Record Types allow customization of page layouts, business processes, and field visibility based on the record’s type.

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question: 17

Which feature can be used to automate the process of assigning cases to support agents?
A. Case Assignment Rules
B. Case Queues
C. Workflow Rules
D. Escalation Rules
✅ correct answer: A
🧠 explanation: Case Assignment Rules automatically assign cases to agents based on predefined criteria.

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question: 18

Which of the following is a valid use case for Validation Rules in Salesforce?
A. To restrict access to fields
B. To enforce data integrity
C. To create new records
D. To assign tasks
✅ correct answer: B
🧠 explanation: Validation Rules ensure that data entered into Salesforce meets specific criteria for consistency and accuracy.

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question: 19

What Salesforce feature can be used to provide a guided workflow for users to complete specific processes?
A. Path
B. Lightning App Builder
C. Visualforce Pages
D. Process Builder
✅ correct answer: A
🧠 explanation: Path provides a visual representation and guidance for users to follow during specific business processes, such as lead or opportunity stages.

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question: 20

What can be used to automatically create a task when a certain condition is met in Salesforce?
A. Workflow Rule
B. Case Assignment Rule
C. Record Type
D. Schema Builder
✅ correct answer: A
🧠 explanation: Workflow Rules can trigger actions like creating tasks when specific conditions are met.

question: 21

Which feature in Salesforce can be used to track and manage the approval of records by users?
A. Approval Processes
B. Record Types
C. Workflow Rules
D. Sharing Rules
✅ correct answer: A
🧠 explanation: Approval Processes are used to automate the approval of records and control the sequence of approval steps.

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question: 22

Which of the following is a way to restrict field-level access for specific users?
A. Profiles
B. Validation Rules
C. Record Types
D. Sharing Rules
✅ correct answer: A
🧠 explanation: Profiles allow administrators to control field-level access for different users.

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question: 23

What is the default access level for new records in Salesforce when sharing rules are not explicitly defined?
A. Public Read Only
B. Private
C. Public Read/Write
D. Controlled by Parent
✅ correct answer: B
🧠 explanation: By default, records in Salesforce are set to Private, meaning users can only see their own records unless sharing rules are defined.

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question: 24

Which feature is used to provide different page layouts for different profiles in Salesforce?
A. Record Types
B. Profiles
C. Page Layouts
D. Field-Level Security
✅ correct answer: C
🧠 explanation: Page Layouts control how records are displayed and allow different profiles to have different layouts.

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question: 25

Which of the following tools can be used to automatically assign records based on specified criteria?
A. Workflow Rules
B. Sharing Rules
C. Data Import Wizard
D. Assignment Rules
✅ correct answer: D
🧠 explanation: Assignment Rules automatically assign records to users based on predefined criteria.

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question: 26

What is the primary purpose of Queues in Salesforce?
A. To group users into teams
B. To hold records for users to claim and work on
C. To create automatic task assignments
D. To control access to apps
✅ correct answer: B
🧠 explanation: Queues hold records, such as cases, that can be assigned to users who are ready to work on them.

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question: 27

Which of the following objects can be used to track customer issues in Salesforce?
A. Opportunity
B. Account
C. Case
D. Lead
✅ correct answer: C
🧠 explanation: Cases are used to track and manage customer issues and service requests.

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question: 28

What feature can be used to ensure that certain fields are populated before a record is saved?
A. Validation Rules
B. Required Fields in Page Layouts
C. Workflow Rules
D. Record Types
✅ correct answer: A
🧠 explanation: Validation Rules ensure that specific fields are populated before a record is saved.

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question: 29

Which of the following tools can be used to automate the creation of tasks based on specific conditions?
A. Data Loader
B. Workflow Rules
C. Process Builder
D. Permission Sets
✅ correct answer: B
🧠 explanation: Workflow Rules can trigger the automatic creation of tasks based on certain conditions.

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question: 30

What is the main purpose of Schema Builder in Salesforce?
A. To build workflows
B. To create custom reports
C. To design and manage object relationships
D. To set up security settings
✅ correct answer: C
🧠 explanation: Schema Builder allows administrators to visualize and manage Salesforce objects and their relationships.

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question: 31

Which of the following can be used to grant temporary access to a user for a specific record in Salesforce?
A. Permission Set
B. Sharing Rule
C. Manual Sharing
D. Profile
✅ correct answer: C
🧠 explanation: Manual Sharing allows administrators or users with sufficient permissions to share a specific record with another user temporarily.

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question: 32

Which Salesforce tool can be used to migrate data from external systems into Salesforce?
A. Data Import Wizard
B. Data Loader
C. Schema Builder
D. Process Builder
✅ correct answer: B
🧠 explanation: Data Loader is used to migrate data from external systems into Salesforce.

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question: 33

Which feature can be used to automatically send a notification email to a user when a record is created or updated?
A. Process Builder
B. Workflow Rule
C. Validation Rule
D. Assignment Rule
✅ correct answer: B
🧠 explanation: Workflow Rules can automatically trigger an email notification when a record is created or updated.

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question: 34

Which of the following types of reports can display summary data and allow grouping of records by multiple criteria?
A. Tabular Report
B. Matrix Report
C. Summary Report
D. Joined Report
✅ correct answer: B
🧠 explanation: Matrix Reports allow grouping by both rows and columns, making it ideal for summarizing and comparing data by multiple criteria.

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question: 35

What is the function of the Data Import Wizard in Salesforce?
A. To move records from one Salesforce environment to another
B. To create complex reports
C. To import data into Salesforce using a simple interface
D. To automate data updates
✅ correct answer: C
🧠 explanation: The Data Import Wizard is a simple tool for importing standard and custom object data into Salesforce.

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question: 36

Which Salesforce feature allows you to set up automated actions based on user inputs or record changes?
A. Workflow Rules
B. Process Builder
C. Lightning App Builder
D. Reports
✅ correct answer: B
🧠 explanation: Process Builder allows for creating complex automation rules to trigger actions based on user inputs or record changes.

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question: 37

Which of the following can be used to restrict the visibility of data to users based on specific criteria?
A. Role Hierarchy
B. Sharing Rules
C. Profiles
D. Permission Sets
✅ correct answer: B
🧠 explanation: Sharing Rules define which records are visible to users based on specific criteria, allowing for more granular control of data access.

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question: 38

Which feature in Salesforce can be used to manage and track sales opportunities?
A. Campaigns
B. Leads
C. Accounts
D. Opportunities
✅ correct answer: D
🧠 explanation: Opportunities are used in Salesforce to manage and track sales deals through various stages of the sales process.

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question: 39

What is the purpose of a Custom Object in Salesforce?
A. To store records for tracking and reporting
B. To store the history of user changes
C. To store reports and dashboards
D. To store field-level security settings
✅ correct answer: A
🧠 explanation: Custom Objects allow administrators to create custom data structures to track unique business processes or information.

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question: 40

Which of the following is used to control access to different apps within Salesforce?
A. Permission Sets
B. Profiles
C. Roles
D. App Permissions
✅ correct answer: D
🧠 explanation: App Permissions control access to different apps within Salesforce by defining which apps are available to users.

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question: 41

Which Salesforce feature allows you to set up multiple business processes for different types of records?
A. Record Types
B. Approval Processes
C. Validation Rules
D. Workflow Rules
✅ correct answer: A
🧠 explanation: Record Types enable the setup of multiple business processes for different types of records, such as different processes for opportunities and cases.

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question: 42

What type of relationship can be established between two objects to show a hierarchical relationship, such as between an Account and its Contacts?
A. Master-Detail Relationship
B. Lookup Relationship
C. Many-to-Many Relationship
D. Parent-Child Relationship
✅ correct answer: B
🧠 explanation: A Lookup Relationship is used to create a relationship between two objects, like Account and Contact, where the Contact is related to an Account but is not dependent on it.

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question: 43

Which feature allows users to collaborate and share information within Salesforce?
A. Reports
B. Chatter
C. Dashboards
D. Custom Objects
✅ correct answer: B
🧠 explanation: Chatter is Salesforce’s collaboration tool that enables users to share information and discuss records in real time.

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question: 44

Which of the following is used to define the default sharing rules for records in Salesforce?
A. Profiles
B. Sharing Settings
C. Permission Sets
D. Roles
✅ correct answer: B
🧠 explanation: Sharing Settings define the default record sharing rules for objects in Salesforce, such as whether records are private or public.

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question: 45

What is the main purpose of the Data Export feature in Salesforce?
A. To back up Salesforce data
B. To import data into Salesforce
C. To delete unnecessary records
D. To share data with external systems
✅ correct answer: A
🧠 explanation: The Data Export feature is used to back up data from Salesforce by exporting it to a .csv file format.

question: 46

Which Salesforce feature is used to define which users can view which records?
A. Role Hierarchy
B. Record Types
C. Profiles
D. Sharing Rules
✅ correct answer: A
🧠 explanation: Role Hierarchy controls record visibility in Salesforce, allowing users in higher roles to see records owned by users in lower roles.

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question: 47

Which of the following is the main purpose of Permission Sets in Salesforce?
A. To define the record types available to a user
B. To grant additional permissions to users without changing their profile
C. To automate workflows
D. To set up user roles
✅ correct answer: B
🧠 explanation: Permission Sets are used to assign additional permissions to users without changing their profile, offering flexibility in access control.

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question: 48

Which Salesforce feature allows you to define business processes for different objects?
A. Validation Rules
B. Record Types
C. Approval Processes
D. Workflow Rules
✅ correct answer: B
🧠 explanation: Record Types allow the definition of different business processes for different objects by providing distinct page layouts, picklist values, and business rules.

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question: 49

Which tool in Salesforce can be used to track the changes made to records by users?
A. History Tracking
B. Field-Level Security
C. Data Loader
D. Record Types
✅ correct answer: A
🧠 explanation: History Tracking is used to track changes made to specific fields in records, helping administrators monitor field modifications.

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question: 50

Which of the following can be used to automate actions when specific criteria are met, such as creating a task or sending an email?
A. Workflow Rules
B. Permission Sets
C. Record Types
D. Sharing Rules
✅ correct answer: A
🧠 explanation: Workflow Rules automate actions like sending an email or creating a task based on specific criteria.

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question: 51

Which of the following options would you use to create a relationship between two Salesforce objects, where one object “owns” the other?
A. Lookup Relationship
B. Master-Detail Relationship
C. Many-to-Many Relationship
D. Parent-Child Relationship
✅ correct answer: B
🧠 explanation: Master-Detail Relationships allow one object to “own” another, meaning the child object’s lifecycle is tightly linked to the parent.

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question: 52

Which of the following is used to create a custom user interface in Salesforce?
A. Process Builder
B. Lightning App Builder
C. Data Import Wizard
D. Schema Builder
✅ correct answer: B
🧠 explanation: Lightning App Builder is used to create custom user interfaces by dragging and dropping components onto a page layout.

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question: 53

Which of the following tools can be used to prevent data entry errors, such as entering invalid data or formatting?
A. Validation Rules
B. Data Loader
C. Process Builder
D. Record Types
✅ correct answer: A
🧠 explanation: Validation Rules prevent data entry errors by enforcing specific rules that must be met before saving records.

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question: 54

Which type of report would you use to show a list of records without any grouping?
A. Summary Report
B. Tabular Report
C. Matrix Report
D. Joined Report
✅ correct answer: B
🧠 explanation: Tabular Reports are simple lists of records without grouping or summarization.

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question: 55

Which of the following features can be used to automate the process of sending a notification email when a record is updated?
A. Workflow Rule
B. Process Builder
C. Validation Rule
D. Record Type
✅ correct answer: A
🧠 explanation: Workflow Rules can be set to send email notifications when a record is updated, based on specific criteria.

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question: 56

Which Salesforce feature helps to automatically assign records to the appropriate queue based on specific criteria?
A. Workflow Rules
B. Assignment Rules
C. Validation Rules
D. Sharing Rules
✅ correct answer: B
🧠 explanation: Assignment Rules are used to automatically assign records, such as leads or cases, to queues based on specific criteria.

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question: 57

Which of the following features would allow you to grant users the ability to perform administrative tasks without giving them full access to all settings?
A. Permission Sets
B. Profiles
C. Roles
D. Sharing Rules
✅ correct answer: A
🧠 explanation: Permission Sets allow administrators to grant specific administrative privileges to users without giving them full administrative access.

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question: 58

What is the main purpose of the Service Cloud in Salesforce?
A. To manage marketing campaigns
B. To manage customer service interactions
C. To track sales opportunities
D. To automate business processes
✅ correct answer: B
🧠 explanation: Service Cloud is designed to help businesses manage customer service interactions, including cases, support requests, and customer communication.

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question: 59

What can be used to manage and control who can access specific apps in Salesforce?
A. Permission Sets
B. App Permissions
C. Roles
D. Profiles
✅ correct answer: B
🧠 explanation: App Permissions are used to manage and control access to specific apps within Salesforce.

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question: 60

Which of the following is used to define the default sharing settings for records in Salesforce?
A. Profiles
B. Sharing Settings
C. Permission Sets
D. Roles
✅ correct answer: B
🧠 explanation: Sharing Settings define the default sharing rules for records and specify how records are shared between users.

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question: 61

Which Salesforce feature can help an administrator manage and control what data users can see at the field level?
A. Field-Level Security
B. Permission Sets
C. Profiles
D. Record Types
✅ correct answer: A
🧠 explanation: Field-Level Security controls visibility and access to fields at the record level, ensuring users can only see fields they are permitted to access.

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question: 62

Which feature allows users to view reports and dashboards in Salesforce that are relevant to them based on their role?
A. Role Hierarchy
B. Sharing Rules
C. Permission Sets
D. Custom Reports
✅ correct answer: A
🧠 explanation: Role Hierarchy ensures that users at higher levels in the hierarchy can access the reports and dashboards relevant to their role and those beneath them.

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question: 63

Which tool is used to perform mass updates and deletions of records in Salesforce?
A. Data Loader
B. Data Import Wizard
C. Schema Builder
D. Reports
✅ correct answer: A
🧠 explanation: Data Loader is used to perform mass updates and deletions of records in Salesforce, as well as import and export data.

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question: 64

What is the purpose of Workflow Rules in Salesforce?
A. To track user activity
B. To automate standard internal procedures
C. To define user roles
D. To manage security settings
✅ correct answer: B
🧠 explanation: Workflow Rules automate standard internal procedures and processes in Salesforce, such as sending email notifications or creating tasks.

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question: 65

Which of the following is used to automate complex business processes and integrate them into Salesforce?
A. Process Builder
B. Data Loader
C. Schema Builder
D. Reports
✅ correct answer: A
🧠 explanation: Process Builder allows for the automation of complex business processes and integration into Salesforce by defining actions that can be triggered under certain conditions.

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question: 66

What does Field History Tracking allow you to track in Salesforce?
A. The creation and deletion of records
B. The changes made to field values on a record
C. The creation of new objects
D. The changes to user permissions
✅ correct answer: B
🧠 explanation: Field History Tracking enables you to track changes made to specific fields, including when and who changed the value.

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question: 67

Which of the following is used to organize records within Salesforce and simplify navigation?
A. Page Layouts
B. Record Types
C. Validation Rules
D. Sharing Rules
✅ correct answer: B
🧠 explanation: Record Types are used to categorize records and provide different page layouts, picklist values, and business processes.

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question: 68

What is the function of Permission Sets in Salesforce?
A. To define which users can access certain reports
B. To automate user permissions based on profiles
C. To grant additional permissions to users beyond their profile settings
D. To manage data sharing rules
✅ correct answer: C
🧠 explanation: Permission Sets allow administrators to assign additional permissions to users beyond their profile settings, providing more flexible access control.

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question: 69

Which of the following can be used to display related records on a Salesforce record page?
A. Related Lists
B. Field-Level Security
C. Page Layouts
D. Record Types
✅ correct answer: A
🧠 explanation: Related Lists are used on record pages to display related records, such as contacts related to an account.

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question: 70

Which feature allows you to define security settings for different types of users?
A. Profiles
B. Permission Sets
C. Sharing Rules
D. Roles
✅ correct answer: A
🧠 explanation: Profiles control security settings, including access to objects, fields, and records, for different types of users in Salesforce.