Free Salesforce Certified Administrator Practice Test 2026

Profiles control what users can do across Salesforce - object/field permissions, app/tab visibility, and login settings. Permission Sets extend profiles, but the profile is the baseline access definition for every user.

Public Read Only OWD plus Edit on the profile lets users read all records but edit only those they own. This is the canonical least-privilege setup for an Account-style sharing model.

Flow Builder is the primary declarative automation tool in Salesforce. Record-triggered Flows replaced Workflow Rules and Process Builder. Validation Rules only block bad data; triggers require Apex code.

Roll-Up Summary Fields sit on the parent in a Master-Detail relationship and aggregate values from children (e.g. sum of Opportunity Product totals on the Opportunity). Formula fields cannot aggregate across records.

A custom object can have up to 2 Master-Detail relationships and up to 40 Lookup relationships. The 2-master limit shapes data model design - junction objects are the classic pattern for many-to-many relationships.

Dynamic Dashboards render data using the logged-in user (or a chosen running user) so each viewer sees only what they have access to. Static dashboards always run as a fixed user, which is the wrong tool for personalized views.

Matrix Reports group by rows AND columns to produce a grid summary. Tabular = raw rows, Summary = row groupings only, Joined = multiple report blocks. Matrix is the densest format for comparing categories.

Approval Processes route records through one or more approvers based on entry criteria. They support email alerts, field updates, recall actions, and final approval/rejection - the standard pattern for discount, expense, or quote approval flows.

Permission Set Groups bundle related Permission Sets so admins assign one group rather than 5-10 individual sets. They also support muting permissions for fine-grained exceptions. Profiles are still required as the baseline.

Data Import Wizard handles up to 50,000 records of standard and custom objects with deduping. Data Loader supports all objects up to 5 million records and is preferred for very large or scheduled imports.