Sales Cloud Basics
Service Cloud Know-How
Automation & Flows
Reports & Dashboards
Admin Best Practices
100

What object stores  information about potential revenue?

Opportunity

100

What object is  primarily used to track customer issues?

Case

100

What automation tool  has largely replaced Workflow Rules?

Flow

100

What type of report  summarizes data without detail?

Summary Report

100

What permission is  needed to customize objects?

Customize Application

200

What object tracks  individuals associated with an Account?

Contact

200

What feature routes  cases based on rules and criteria?

Assignment Rules

200

What type of Flow  runs in the background without user input?

Autolaunched Flow

200

What component  displays data visually in a dashboard?

Chart

200

What tool should be  used to track configuration changes?

Setup Audit Trail

300

What field is used to  track the stage of an Opportunity?

Stage

300

What feature allows  agents to use pre-written responses?

Quick Text

300

What element is used  in a Flow to create a record?

Create Records

300

What feature allows  you to filter dashboard data?

Dashboard Filters

300

What should be done  before deploying changes to Production?

Test in Sandbox

400

What Salesforce  feature allows reps to track competitor involvement?

Competitor field on Opportunity

400

What tool enables  customers to submit cases via a web form?

Web-to-Case

400

What tool allows for  reusing logic across multiple Flows?

Subflow

400

What type of report  shows values grouped by rows and columns?

Matrix Report

400

What is the  recommended method to control user access?

Permission sets

500

What tool helps guide  reps through a sales process using stages?

Sales Path

500

What Salesforce  component allows for chat-based support?

Omni-Channel

500

What function in Flow  lets you loop through a list of records?

Loop

500

What tool allows  conditional formatting in Lightning reports?

Bucket Fields or Conditional Highlighting

500

What is the best  practice for managing automation logic?

Use one Flow per  object with decision elements

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