Navigating the Path to Excellence: A Comprehensive Guide to
Achieving Your Salesforce Admin Certification.
An Ultimate Guide to Grade A+ Score
Latest Updated Exam Study Guide 2025/2026.
What is the Organization Setup? - ansThe Organization Setup is a crucial step before starting
an implementation, including the basic settings like time zone, language, and currency.
Administrators should also be familiar with additional information found in this section, such
as data/file storage, license counts, and API usage.
What does changing the Locale impact? - ansLocale settings control how different values are
displayed within Salesforce. A configuration of the default locale impacts the format of date,
time, number, phone, name and address fields.
What does the locale control? - ansLocale controls the language and format of date and time,
address, currency, name, and number fields. The default for anything in the organization,
unless you change it in the personal locale (Locale, Language and Time Zone)
Where are the company defaults set? - ansThe company defaults are set on the Company
Information page. New users use the company default settings.
What can users do in with their personal settings? - ansUsers can override company default
locale settings. Managed in Language and Time Zone settings in user's personal settings. The
personal locale can vary from org local and can be changed in personal settings.
What do the language settings define? - ansLanguage settings define the default language of
the Salesforce org and the languages that users will be able to use in their personal settings.
What are fully supported languages and how many are there? - ansFully supported languages
means all Salesforce features, including User Interface, Setup, and Help, will display in the
selected language. There are currently 18 fully supported languages, including English,
German, French, Russian, Spanish, Japanese, Korean and Thai.
What are end user languages and how many are there? - ansEnd User languages will have
translations for all standard object field labels and pages but not Setup and Help. There are
currently 17 end-user languages available, including Vietnamese, Polish, and Greek.
What are platform languages and how many are there? - ansFor Platform languages, it is
possible to provide translations for customizations and standard fields. If translations are not
provided, labels fall back to English. There are over 30 platform-only languages, including
English (Australia), English (Canada), Irish, Hindi, and Tamil.
Where is the default language set? - ansThe Default Language is set on the Company
Information page and will be applied to new users.
Where can custom fields, labels etc. be translated? - ansThe Translation Workbench allows
translations to be applied to custom fields, labels, and translations from managed packages
and custom picklist values.
What language does the Salesforce Profile have when it is first set up? - ansThe language on
the Company Settings page is applied to new users, but it can be overridden in My Settings.
What the org ID in Salesforce? - ansThe Salesforce Organization ID or 'Org ID' is a unique
15 character identifier that identifies each Salesforce organization and is different in each
environment.
What does a Salesforce license do? - ansA Salesforce license, or license definition, defines
what features and services are made available to an org.
What different license types are there in Salesforce? - ans- User licenses define the baseline
of features available to a user. Each user must be assigned one license.
- Feature licenses grants access to additional features that are not included in a standard
license, such as Marketing, Knowledge, or CRM content.
- Permission set licenses gradually grant users access to features that are not included in their
user licenses.
,Navigating the Path to Excellence: A Comprehensive Guide to
Achieving Your Salesforce Admin Certification.
An Ultimate Guide to Grade A+ Score
Latest Updated Exam Study Guide 2025/2026.
What is the Salesforce API? - ansThe API (Application Programming Interface) allows
programmatic access to Salesforce instead of using the user interface and is utilized by Data
Loading and Integration tools. The number of API requests allowed within a 24 hour period
is dependent on the edition and number of user licenses. The API is available for Enterprise,
Unlimited, Developer, and Performance editions.
What does the time zone set affect? - ansTime and Date fields will display according to the
time zone setting. The Organization Time Zone is set on the Company Information page and
is used as the default for new users.
Users can set their own Time Zone which will override the organization setting. The time
zone for new users is set using the default time zone on the Company Settings page, but users
can override it in My Settings.
What is the difference between single currency or multiple currencies? - ansThere are two
types of currency organizations: single currency and multi-currency. Single currency
organizations use one currency, which is set on the Company Information page. In multi-
currency organizations, different currencies can be used for recording amounts on records. To
enable multi-currency, it must be turned on in the Company Information page, and a
corporate currency (HQ-currency) is defined. The currency symbol in amount fields will
reflect the currency locale.
What is Multi-currency used for? - ansMulti-currency is used to be able to add amounts in
different currencies on records and be able to forecast and report using the corporate currency
or record currency.
What does the advanced currency management allow? - ansAdvanced currency management
allows dated exchange rates to be recorded to track the amounts when opportunities were
closed. This is useful if you need to have the exchange rate on a specific date.
What is the difference between the primary and secondary currency? - ansThe primary
currency reflects either the default corporate currency or the currency selected for the record.
The secondary currency reflects the personal default currency of the user running the report,
or the currency specified in the report criteria.
What are the business hours and holidays used for? - ansBusiness hours and holidays are used
in calculations to determine when to escalate a case or when an entitlement milestone is
reached.
What fiscal year configurations are there? - ansThe options to define the fiscal years are
standard or custom fiscal years. Standard fiscal years are based on a monthly structure and
can start on any month. Custom Fiscal years can use a different structure such as quarters.
What categories of storage are there in Salesforce? - ansSalesforce has two categories of
storage, Data (creating records) and File storage (storing files). Records use Data Storage and
File Storage is used by Attachments, Documents, Files, Content and Chatter.
What is controlled by the User Interface Settings? - ansThe following are controlled by the
User Interface Settings: General User Interface, Sidebar (Classic Only) and Calendar
What is the default record page view? - ansThere are two options available for specifying a
default record page view at the org level - Full View and Grouped View.
Where can user interface settings be modified? - ansUser interface settings are modified in
the User Interface section in the Setup menu.
What does the enablement of the hover details do? - ansEnables a summary display of a
record when hovering over a record link. The fields displayed are determined by the compact
page layout.
,Navigating the Path to Excellence: A Comprehensive Guide to
Achieving Your Salesforce Admin Certification.
An Ultimate Guide to Grade A+ Score
Latest Updated Exam Study Guide 2025/2026.
What happens when we enable "Related List Hover Links"? - ansA setting enabled by default
that adds related list links at the top of the record detail page or a custom object detail page in
Setup. This mainly affects Salesforce Classic .
What is inline edition? - ansWhen a user hovers over the field, a pencil icon will appear if the
cell is editable . On the other hand, a lock icon will be displayed if it is non-editable.
What happens when we disable the Navigation Bar Personalization in Lightning Experience?
- ansThis disables the option for a user to customize an app's navigation bar in the Lightning
Experience. This customization includes the reordering and adding of items or the renaming
and removing of items the user may have added.
When we enable the printable list views, what happens? - ansWhen enabled, a button will be
displayed for generating a print-ready format of the data in the view.
What happens when we enable the Salesforce notification banner? - ansThe Salesforce
Notification Banner appears on the pages for accounts, contacts, and dashboards, as well as in
the Setup area . It can be dismissed or disabled entirely.
What are Related List Hover Links, how can the same effect be achieved in Lightning
Experience? - ansRelated List Hover Links provide clickable links to the complete list view
of corresponding related object records, while hovering over the name displays the records as
clickable links. In Lightning Experience, this can be achieved using Related List Quick Links
components added to the record page in Lightning App Builder. Activating Printable View
enables the Printable List View button on applicable list views.
What can be customized in the Lightning app navigation bar to fit the users' needs? -
ansUsers can create and customize apps through the App Manager in Setup. The navigation
bar color and logo can be customized for each Lightning app, and items in the navigation bar
can be rearranged. The utility bar in the footer can be enabled by adding a utility item to the
app. Finally, users can assign the app to specific user profiles for access.
What is the app manager used for? - ansThe App Manager is used to view, create, and
customize apps available in the organization.
What does the utility bar do? - ansThe Utility Bar allows easy access to common productivity
tools such as Notes, History, Calculator, and Omnichannel.
What does the App Launcher allow us? - ansThe App Launcher in Lightning Experience
allows users to switch between apps. To change the apps in the App Launcher, we use the
'App Menu' in Setup.
What are Themes? - ansAdministrators can choose from built-in themes, with 'Lightning
Blue' being the default, which doesn't apply to the mobile app. Custom themes with a brand
logo, colors, and images can be created and applied organization-wide, with only one active
at a time. App override capability allows apps to use their own brand image and color, and
custom themes can be created, previewed, and activated in Setup, with activation from the
dropdown menu.
What is the in-app guidance used for? - ansIn-app guidance is used to provide interactive
step-by-step guidance to users for onboarding or feature introduction, and can be placed on
various pages, including object record and home pages, setup pages, and record creation/edit
pages. In-app guidance settings can be managed in the In-App Guidance Setup page, and
creating prompts and walkthroughs requires the Manage Prompts permission. A myTrailhead
subscription is necessary to view more than three custom walkthroughs.
What prompt types are available in the in-app guidance builder? - ansThere are three prompt
types to choose from: floating, docked, and targeted.
, Navigating the Path to Excellence: A Comprehensive Guide to
Achieving Your Salesforce Admin Certification.
An Ultimate Guide to Grade A+ Score
Latest Updated Exam Study Guide 2025/2026.
What happens when we share a direct link to the in-app guidance? - ansLinks to in-app
guidance prompts and walkthroughs can be sent directly to users or attached to help menus
and documents. The URL will open the guidance if it's active, and will change if the
guidance's API name is changed. The link can be copied from within the in-app guidance
builder or the walkthrough's row-level action menu, and a shareable URL can be copied from
the In-App Guidance Builder's Details dialog or the row-level action menu in In-App
Guidance Setup.
What is the guidance center? - ansThe Guidance Center guides administrators in setting up
and enhancing the Salesforce org and provides recommendations tailored for the org and the
admin's level of experience. Items are ticked to indicate that they have been completed. Some
items require making changes to org data, and a sync progress button has to be clicked in
order to verify that the step has been completed.
What is customizable in the search settings? - ansNumber of search results displayed,
Document Content Search, Recently Viewed Records, Search Optimization, Limit search to
records owned by the user
What cannot be searched? - ansEncrypted, formula, and lookup fields cannot be searched.
Search results do not override field-level security. Data in restricted fields do not return in the
results.
What can the global search box display? - ansA direct link to prompts and walkthroughs can
be sent to users or the URL can be attached to the help menu or help documents. The URL
will immediately open the in-app guidance, given that the guidance is active. If the API name
of the in-app guidance is changed, the URL will also change. The link can be copied from
within the in-app guidance builder or from the row-level action menu of the walkthrough. A
shareable URL can be copied from the Settings from inside the In-App Guidance Builder on
the Details dialog as well as from the row-level action menu on the In-App Guidance Setup
page.
What can be customized to include Lightning Knowledge fields in global search results in
Lightning Experience? - ansThe search results layout of the Knowledge.
What is the lookup search? - ansLookup Search is a feature that allows a user to search for a
record of an object and associate it to a record of another object using a lookup field.
What can be done to make the lookup search results more relevant? - ansLookup filters and
dependent lookups can be configured to make the lookup search results more relevant.
Lookup filters can be used to restrict the valid values and lookup dialog results for
relationship fields. A dependent lookup is a lookup field that includes a lookup filter that
references fields on the source object record.
How many records can be searched in a list view? - ansIn a list view, only the first 2000
records are searched. Users can overcome this limitation by using more specific terms or by
changing the filters and sorting order.
What actions and features are available on list view? - ansEdit, Delete and Follow records,
Sort, Filter, Create Printable View
What is the federated search in Salesforce? - ansFederated search in Salesforce is a feature
that allows users to search for information across multiple external data sources and display
the results within the Salesforce platform. It enables users to access and search for
information in other systems or databases, such as SharePoint, Box, or Google Drive, without
leaving the Salesforce interface.
Achieving Your Salesforce Admin Certification.
An Ultimate Guide to Grade A+ Score
Latest Updated Exam Study Guide 2025/2026.
What is the Organization Setup? - ansThe Organization Setup is a crucial step before starting
an implementation, including the basic settings like time zone, language, and currency.
Administrators should also be familiar with additional information found in this section, such
as data/file storage, license counts, and API usage.
What does changing the Locale impact? - ansLocale settings control how different values are
displayed within Salesforce. A configuration of the default locale impacts the format of date,
time, number, phone, name and address fields.
What does the locale control? - ansLocale controls the language and format of date and time,
address, currency, name, and number fields. The default for anything in the organization,
unless you change it in the personal locale (Locale, Language and Time Zone)
Where are the company defaults set? - ansThe company defaults are set on the Company
Information page. New users use the company default settings.
What can users do in with their personal settings? - ansUsers can override company default
locale settings. Managed in Language and Time Zone settings in user's personal settings. The
personal locale can vary from org local and can be changed in personal settings.
What do the language settings define? - ansLanguage settings define the default language of
the Salesforce org and the languages that users will be able to use in their personal settings.
What are fully supported languages and how many are there? - ansFully supported languages
means all Salesforce features, including User Interface, Setup, and Help, will display in the
selected language. There are currently 18 fully supported languages, including English,
German, French, Russian, Spanish, Japanese, Korean and Thai.
What are end user languages and how many are there? - ansEnd User languages will have
translations for all standard object field labels and pages but not Setup and Help. There are
currently 17 end-user languages available, including Vietnamese, Polish, and Greek.
What are platform languages and how many are there? - ansFor Platform languages, it is
possible to provide translations for customizations and standard fields. If translations are not
provided, labels fall back to English. There are over 30 platform-only languages, including
English (Australia), English (Canada), Irish, Hindi, and Tamil.
Where is the default language set? - ansThe Default Language is set on the Company
Information page and will be applied to new users.
Where can custom fields, labels etc. be translated? - ansThe Translation Workbench allows
translations to be applied to custom fields, labels, and translations from managed packages
and custom picklist values.
What language does the Salesforce Profile have when it is first set up? - ansThe language on
the Company Settings page is applied to new users, but it can be overridden in My Settings.
What the org ID in Salesforce? - ansThe Salesforce Organization ID or 'Org ID' is a unique
15 character identifier that identifies each Salesforce organization and is different in each
environment.
What does a Salesforce license do? - ansA Salesforce license, or license definition, defines
what features and services are made available to an org.
What different license types are there in Salesforce? - ans- User licenses define the baseline
of features available to a user. Each user must be assigned one license.
- Feature licenses grants access to additional features that are not included in a standard
license, such as Marketing, Knowledge, or CRM content.
- Permission set licenses gradually grant users access to features that are not included in their
user licenses.
,Navigating the Path to Excellence: A Comprehensive Guide to
Achieving Your Salesforce Admin Certification.
An Ultimate Guide to Grade A+ Score
Latest Updated Exam Study Guide 2025/2026.
What is the Salesforce API? - ansThe API (Application Programming Interface) allows
programmatic access to Salesforce instead of using the user interface and is utilized by Data
Loading and Integration tools. The number of API requests allowed within a 24 hour period
is dependent on the edition and number of user licenses. The API is available for Enterprise,
Unlimited, Developer, and Performance editions.
What does the time zone set affect? - ansTime and Date fields will display according to the
time zone setting. The Organization Time Zone is set on the Company Information page and
is used as the default for new users.
Users can set their own Time Zone which will override the organization setting. The time
zone for new users is set using the default time zone on the Company Settings page, but users
can override it in My Settings.
What is the difference between single currency or multiple currencies? - ansThere are two
types of currency organizations: single currency and multi-currency. Single currency
organizations use one currency, which is set on the Company Information page. In multi-
currency organizations, different currencies can be used for recording amounts on records. To
enable multi-currency, it must be turned on in the Company Information page, and a
corporate currency (HQ-currency) is defined. The currency symbol in amount fields will
reflect the currency locale.
What is Multi-currency used for? - ansMulti-currency is used to be able to add amounts in
different currencies on records and be able to forecast and report using the corporate currency
or record currency.
What does the advanced currency management allow? - ansAdvanced currency management
allows dated exchange rates to be recorded to track the amounts when opportunities were
closed. This is useful if you need to have the exchange rate on a specific date.
What is the difference between the primary and secondary currency? - ansThe primary
currency reflects either the default corporate currency or the currency selected for the record.
The secondary currency reflects the personal default currency of the user running the report,
or the currency specified in the report criteria.
What are the business hours and holidays used for? - ansBusiness hours and holidays are used
in calculations to determine when to escalate a case or when an entitlement milestone is
reached.
What fiscal year configurations are there? - ansThe options to define the fiscal years are
standard or custom fiscal years. Standard fiscal years are based on a monthly structure and
can start on any month. Custom Fiscal years can use a different structure such as quarters.
What categories of storage are there in Salesforce? - ansSalesforce has two categories of
storage, Data (creating records) and File storage (storing files). Records use Data Storage and
File Storage is used by Attachments, Documents, Files, Content and Chatter.
What is controlled by the User Interface Settings? - ansThe following are controlled by the
User Interface Settings: General User Interface, Sidebar (Classic Only) and Calendar
What is the default record page view? - ansThere are two options available for specifying a
default record page view at the org level - Full View and Grouped View.
Where can user interface settings be modified? - ansUser interface settings are modified in
the User Interface section in the Setup menu.
What does the enablement of the hover details do? - ansEnables a summary display of a
record when hovering over a record link. The fields displayed are determined by the compact
page layout.
,Navigating the Path to Excellence: A Comprehensive Guide to
Achieving Your Salesforce Admin Certification.
An Ultimate Guide to Grade A+ Score
Latest Updated Exam Study Guide 2025/2026.
What happens when we enable "Related List Hover Links"? - ansA setting enabled by default
that adds related list links at the top of the record detail page or a custom object detail page in
Setup. This mainly affects Salesforce Classic .
What is inline edition? - ansWhen a user hovers over the field, a pencil icon will appear if the
cell is editable . On the other hand, a lock icon will be displayed if it is non-editable.
What happens when we disable the Navigation Bar Personalization in Lightning Experience?
- ansThis disables the option for a user to customize an app's navigation bar in the Lightning
Experience. This customization includes the reordering and adding of items or the renaming
and removing of items the user may have added.
When we enable the printable list views, what happens? - ansWhen enabled, a button will be
displayed for generating a print-ready format of the data in the view.
What happens when we enable the Salesforce notification banner? - ansThe Salesforce
Notification Banner appears on the pages for accounts, contacts, and dashboards, as well as in
the Setup area . It can be dismissed or disabled entirely.
What are Related List Hover Links, how can the same effect be achieved in Lightning
Experience? - ansRelated List Hover Links provide clickable links to the complete list view
of corresponding related object records, while hovering over the name displays the records as
clickable links. In Lightning Experience, this can be achieved using Related List Quick Links
components added to the record page in Lightning App Builder. Activating Printable View
enables the Printable List View button on applicable list views.
What can be customized in the Lightning app navigation bar to fit the users' needs? -
ansUsers can create and customize apps through the App Manager in Setup. The navigation
bar color and logo can be customized for each Lightning app, and items in the navigation bar
can be rearranged. The utility bar in the footer can be enabled by adding a utility item to the
app. Finally, users can assign the app to specific user profiles for access.
What is the app manager used for? - ansThe App Manager is used to view, create, and
customize apps available in the organization.
What does the utility bar do? - ansThe Utility Bar allows easy access to common productivity
tools such as Notes, History, Calculator, and Omnichannel.
What does the App Launcher allow us? - ansThe App Launcher in Lightning Experience
allows users to switch between apps. To change the apps in the App Launcher, we use the
'App Menu' in Setup.
What are Themes? - ansAdministrators can choose from built-in themes, with 'Lightning
Blue' being the default, which doesn't apply to the mobile app. Custom themes with a brand
logo, colors, and images can be created and applied organization-wide, with only one active
at a time. App override capability allows apps to use their own brand image and color, and
custom themes can be created, previewed, and activated in Setup, with activation from the
dropdown menu.
What is the in-app guidance used for? - ansIn-app guidance is used to provide interactive
step-by-step guidance to users for onboarding or feature introduction, and can be placed on
various pages, including object record and home pages, setup pages, and record creation/edit
pages. In-app guidance settings can be managed in the In-App Guidance Setup page, and
creating prompts and walkthroughs requires the Manage Prompts permission. A myTrailhead
subscription is necessary to view more than three custom walkthroughs.
What prompt types are available in the in-app guidance builder? - ansThere are three prompt
types to choose from: floating, docked, and targeted.
, Navigating the Path to Excellence: A Comprehensive Guide to
Achieving Your Salesforce Admin Certification.
An Ultimate Guide to Grade A+ Score
Latest Updated Exam Study Guide 2025/2026.
What happens when we share a direct link to the in-app guidance? - ansLinks to in-app
guidance prompts and walkthroughs can be sent directly to users or attached to help menus
and documents. The URL will open the guidance if it's active, and will change if the
guidance's API name is changed. The link can be copied from within the in-app guidance
builder or the walkthrough's row-level action menu, and a shareable URL can be copied from
the In-App Guidance Builder's Details dialog or the row-level action menu in In-App
Guidance Setup.
What is the guidance center? - ansThe Guidance Center guides administrators in setting up
and enhancing the Salesforce org and provides recommendations tailored for the org and the
admin's level of experience. Items are ticked to indicate that they have been completed. Some
items require making changes to org data, and a sync progress button has to be clicked in
order to verify that the step has been completed.
What is customizable in the search settings? - ansNumber of search results displayed,
Document Content Search, Recently Viewed Records, Search Optimization, Limit search to
records owned by the user
What cannot be searched? - ansEncrypted, formula, and lookup fields cannot be searched.
Search results do not override field-level security. Data in restricted fields do not return in the
results.
What can the global search box display? - ansA direct link to prompts and walkthroughs can
be sent to users or the URL can be attached to the help menu or help documents. The URL
will immediately open the in-app guidance, given that the guidance is active. If the API name
of the in-app guidance is changed, the URL will also change. The link can be copied from
within the in-app guidance builder or from the row-level action menu of the walkthrough. A
shareable URL can be copied from the Settings from inside the In-App Guidance Builder on
the Details dialog as well as from the row-level action menu on the In-App Guidance Setup
page.
What can be customized to include Lightning Knowledge fields in global search results in
Lightning Experience? - ansThe search results layout of the Knowledge.
What is the lookup search? - ansLookup Search is a feature that allows a user to search for a
record of an object and associate it to a record of another object using a lookup field.
What can be done to make the lookup search results more relevant? - ansLookup filters and
dependent lookups can be configured to make the lookup search results more relevant.
Lookup filters can be used to restrict the valid values and lookup dialog results for
relationship fields. A dependent lookup is a lookup field that includes a lookup filter that
references fields on the source object record.
How many records can be searched in a list view? - ansIn a list view, only the first 2000
records are searched. Users can overcome this limitation by using more specific terms or by
changing the filters and sorting order.
What actions and features are available on list view? - ansEdit, Delete and Follow records,
Sort, Filter, Create Printable View
What is the federated search in Salesforce? - ansFederated search in Salesforce is a feature
that allows users to search for information across multiple external data sources and display
the results within the Salesforce platform. It enables users to access and search for
information in other systems or databases, such as SharePoint, Box, or Google Drive, without
leaving the Salesforce interface.
