A sales executive at Universal Containers wants to be notified whenever high-value opportunities are created for hot accounts.What should an administrator do to meet this requirement?

Create a workflow rule on the opportunity object.

Create an auto-response rule on the opportunity object.

Create a validation rule that evaluates the account rating.

Create an escalation rule based on the opportunity amount.

A System Administrator created a workflow rule that sends email alerts when a Case with a high priority is created. A new Support Engineer who works remotely at Universal Containers complains about not receiving the email alerts. All other users at Universal Containers receive these email alerts.How can a Salesforce Administrator troubleshoot this issue?

Verify the user's email address.

Check if the correct Email Template is used.

Check if the Workflow Rule is active.

Check if the Workflow evaluation criteria is correct.

In which situation is the Case Contact notified when a support representative adds a new case comment?

The System Administrator enables Case Comment Notification to Contacts.

The Support Representative posts the comment to the Case Chatter Feed.

The System Administrator configures the Case Auto-Response Rules.

The Support Representative uses the Send Email Action on the Case Feed.

Which report should a System Administrator use to display the number of Contacts related to an Account?

Summary report with a report formula

Tabular report with a Roll-up Summary Account field

Summary report with a Roll-up Summary Account field

Tabular report with a report formula

Ursa Major Solar recently acquired a company whose sales team has a unique sales process, with stages that are different from the current setup of stages in Salesforce. The Chief Technology Officer (CTO) has decided that the new sales team should NOT change their process at all. What should the administrator do to incorporate the new sales team's process?

Create new values for the opportunity stage field; create a new sales process assigned to a custom record type for the new sales team.

Create new values for the opportunity stage field; order them so that the new Sales team's values are at the bottom of the picklist.

Create a record type and page layout for the new sales team and a custom field for the new stages.

Create new values for the opportunity stage field and use field-level security to control which teams see which fields.

How should a sales rep create an all-day event in Salesforce?

Check the all-day event checkbox on the event.

Ask the System Administrator to check all-day events in the Activity settings.

Use a task for an all-day event because then no time fields are needed.

Ensure the event is scheduled for times within the Start and End of Day hours.

Which set of Salesforce records is exported by choosing the Export All" option instead of "Export" in Data Loader?"

Records for a specified object including records in the recycle bin.

Records for a specified object and its parent records.

Records for a specified object and its child records.

Records for all standard objects in the org.

Universal Containers wants Sales Reps to process credit card payments when an Opportunity is Closed Won.Which approach should the System Administrator use to enable this feature?

Install an AppExchange credit card payment package.

Add payment detail custom fields to the Opportunity.

Build a standard Visualforce page and Salesforce site.

Create a Workflow Rule Email Alert to notify Finance.

What should a System Administrator do to organize the fields available on a report?

Modify the standard report type.

Edit the Report Builder layout.

Universal Containers utilizes a private sharing model for Accounts, Contacts, and Opportunities. When account owners are on vacation, a back-up sales rep needs access to all Accounts with the rating of Hot.How should the System Administrator give the back-up sales rep access to Hot Accounts?

Instruct the Hot Account owner to manually share the Accounts with the back-up rep before leaving on vacation.

Create a criteria-based sharing rule to share all Hot Accounts with all the users in the back-up rep's public group.

Use a workflow rule to change ownership for all the Hot Accounts where the owner's On Vacation field is checked.

Create a criteria-based sharing rule to share all Hot Accounts with the user in the back-up rep account field.

Universal Containers has an inside sales team that only sells warranty renewals and an outside sales team that only sells products. Each type of sale captures different information and has a different sales cycle.How should the System Administrator configure Salesforce to meet these requirements?

Create a Page Layout, Sales Process, and Record Type for each type of sale.

Create a Validation Rule that displays the correct Page Layout and Sales Process based on Role.

Create a custom picklist field on the Opportunity to specify if it is a product or warranty sale.

Create a custom Object for warranty renewals with the appropriate Sales Process.

Universal Containers sells through many different reseller networks. Each reseller's deals are tracked on separate opportunities. The sales manager is concerned that the pipeline report is not accurate due to multiple opportunities for the same end customer.How should the sales process be modified to ensure opportunities are not double-counted in the pipeline?

Change the forecast category to Omitted on the duplicate opportunities.

Create one opportunity and use the competitors related list to track the different resellers.

Change the amount on the duplicate opportunities to zero.

Enable duplicate management to prevent the creation of the duplicate opportunities.

How should a System Administrator configure a report for each sales rep to see their own Open Opportunities?

Create a Summary report grouped by Sales Rep.

Create a report filtered by "My Opportunities".

Create a report schedule for each Sales Rep.

Create a separate report for each Sales Rep.

Universal Containers created a Time-Based Workflow rule that sends a follow-up email to the customer two days after a Case is closed. The System Administrator wants to verify that the workflow functions correctly. Which queue should the System Administrator view to monitor pending Workflow Actions?

Install an app from the AppExchange

Universal Containers has a sales team focused on renewals. They will use many of the same Opportunity fields as other teams, but need different Stage values.What should the System Administrator update to support this requirement?

Stage Selected Values in the Sales Processes

Field-Level Security in the User Profile

Page Layouts to include the correct field

Stage field picklist options in Record Types

Ursa Major Solar has the following environment and requirements: A new custom object named Regulations__c is a child of the account object. All users need the ability to view Regulations__c when viewing accounts with the sales account page layout. How should an administrator provide access to Regulations__c on the sales account page layout?

By adding a new related list for Regulations__c to the sales account page layout

By adding a new action for Regulations__c to the sales account page layout

By adding a new section for Regulations__c to the sales account page layout

By adding a new custom link for Regulations__c to the sales account page layout

Ursa Major Solar has a social marketing team set up as a public group. A sales representative would like to engage the social marketing team on one opportunity. What should the sales representative do to ensure the social marketing team can access the opportunity?

Manually share the record with the public group.

Add the public group to the opportunity team.

Change the opportunity owner to the public group.

Add the public group to an opportunity queue.

Ursa Major Solar customers are starting to request custom-sized solar panels, which are currently unavailable in the standard inventory. Management has decided to add custom sizing as an add-on item in Salesforce. The administrator needs to allow sales users to add custom sizing to the total opportunity sale. What should the administrator do to achieve this goal?

Add custom sizing as a new product in a pricebook.

Make a new custom object related to opportunities for custom sizing.

Add a new field on the opportunity labeled custom sizing.

Add custom sizing as a new product in an order.

Ursa Major Solar is adding objects to a custom report type. How many objects, maximum, can be added to this report type?

Four as long as the objects have associations

Two as long as the objects have associations

Unlimited as long as the objects have associations

One as long as the object has a master-child relationship

A System Administrator enables Case Feed Actions and Feed Items in Support Settings.With the appropriate Profile permissions enabled, what change will users see?

Cases will use Feed Layouts rather than standard Page Layouts.

All Case fields will be added to the Chatter Feed Tracking.

Case Feeds will no longer be hidden on standard Page Layouts.

All Case buttons will be converted to Actions in the Case Feed.

Universal Containers uses a hybrid sharing model where Accounts and Contacts are Read Only and Opportunities and Cases are Private. Account Executives (AE) own all the Accounts. Some Contacts are owned by AEs, and other Contacts are owned by support reps.How should the System Administrator ensure the AEs can edit all the Contacts associated with their Accounts, no matter who owns the Contact?

Select the edit all associated contacts option for the AE Role in the Role Hierarchy.

Account owner privileges give the AE edit access to all related records by default.

Create a read/write Sharing Rule to share all related Contacts with the Account owner.

Use the Mass Transfer Tool to transfer ownership of all Contacts to the AEs.

An administrator at Ursa Major Solar is setting up case feed. What should the administrator consider?

Chatter feed tracking must be enabled for the case object.

The Service Cloud user feature license is required for case feed.

The Use Case Feed permission is automatically active for all profiles.

By default, the case feed replaces the standard case detail page.

Ursa Major Solar utilizes accounts in its sales process; however, not all users have access to them. New users require read access to accounts. Additionally, four new users require edit access. What should an administrator do to configure access for the new users?

Configure a profile to grant account view access and a permission set to grant account edit access to specific users.

Configure a permission set to grant account edit access to specific users and modify the standard user profile.

Configure a sharing rule for account view access and another sharing rule for edit access to specific users.

Configure a profile to grant account edit access and a permission set to restrict read access to specific users.

Universal Containers has three Account record types: Prospect, Customer, and Vendor. The Customer record type is only for Accounts that have a Closed Won Opportunity. How should a System Administrator prevent users from selecting the Customer Record Type when they create new Account records?

Remove the Customer Record Type as an Assigned Record Type in the users' Profiles and Permission Sets.

Create a Workflow Rule or Process to change the Record Type from Customer to Prospect.

Create an Account Auto-Assignment Rule to assign the Prospect Record Type to all new Accounts.

Create an Account Validation Rule that prevents new Accounts with the Customer Record Type from being saved.

The Sales Operations team notices an increase in Opportunities without Products. Which configuration change should the System Administrator make to help Sales Reps remember to add Products to every Opportunity?

Enable the Opportunity setting to prompt users to add products to opportunities.

Create a related list to enable the user to view the related products.

Set the Org-Wide Defaults for Price Books to Use and Products to Read Only.

Create a Workflow Rule on the Opportunity object to add a default Product to Opportunities with no Products.

How should a Chatter user send a message to another Chatter user that cannot be viewed by anyone else?

Post a Private Message to the recipient.

Use @mention to include the recipient within the message.

Post a Message to Record owner.

Use #secret to send the message to the recipient.

Ursa Major Solar has a private sharing model on opportunities. Leadership has asked the administrator to create a new custom object that will track customer payment information and will link to the opportunity. Only those users with access to the opportunity should be able to see the records on the new object. What should the administrator create to achieve this goal?

A master-detail relationship with profile permissions

A master-detail relationship with a criteria-based sharing rule

A lookup relationship with a criteria-based sharing rule

A lookup relationship with profile permissions

Universal Containers has asked its Administrator to automatically set some fields when a Lead is created.What is the best way for the administrator to perform this automation?

Record Triggered-Flow that runs Before save

Use Process Builder that launches a flow

Use a Screen Flow with default values

Create 1 Workflow rule per field

Ursa Major Solar is using products and price books. Which two items should an administrator take into considerations about these features?Choose 2 options.

The standard and list price for a product can be listed in more than one currency.

A product can have a different list price in different price books.

If price books contain assets, they can NOT contain products.

Products without a price are automatically added to the standard price book.

What are two Initial Submission Actions in an Approval Process?Choose 2 options.

An outbound message can be sent to another application.

The value of a field on the record can be updated.

A task can be assigned to users in a specific Profile.

The record is locked for everyone except the Owner.

Ursa Major Solar needs to fulfill the following requirements: A custom object must be created to capture account survey data. Users need the ability to select an account from the survey record and view related surveys on the account record.Which two actions can an administrator configure to meet these requirements?Choose 2 options.

Put the survey related list on the account page layout.

Create a lookup relationship field on the survey object.

Put the account related list on the survey page layout.

Create a lookup relationship field on the account object.

An administrator at Ursa Major Solar (UMS) needs to create a new user. When creating a username, which two considerations need to be taken in to account?Choose 2 options.

Username must be unique across all Salesforce orgs.

Username needs to be in the format of an Email Address.

Username is added to the Active User Log.

Username matches to the User's Email address.

Salesforce Admin Practice Exam 1

Authored by Shaun Sorrells

Professional Development

Used 66+ times

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60 questions

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MULTIPLE CHOICE QUESTION

3 mins • 1 pt

What is a benefit of entering Trusted IP Ranges in the Network Access section?

AppExchange packages can communicate with an external site.

Users that log in within the network will not be required to verify their identity.

Users are unable to log in through the API on networks not marked as trusted.

All attempts to log in from outside the network will be denied.

MULTIPLE CHOICE QUESTION

3 mins • 1 pt

An Administrator at Ursa Major Solar is converting a lead and needs to capture custom lead data on the converted contact. What should the administrator do to accomplish this goal?

Map custom lead fields to standard contact fields.

Utilize the lead conversion wizard to select the fields.

Map custom lead fields to custom contact fields.

Utilize the data loader to move the custom lead data.

MULTIPLE CHOICE QUESTION

3 mins • 1 pt

Universal Containers has a team of Account Managers that requested email alerts any time an Opportunity or Case is created on Accounts that they own.What is the minimum number of workflows needed to accomplish this task?

Four workflow rules for create and update on Opportunities and Accounts

Two workflow rules with one email alert each

One workflow rule with two email alerts

No workflow rules, but two email alerts

MULTIPLE CHOICE QUESTION

3 mins • 1 pt

How can a System Administrator discover who added a field to the account page layout?

Download the Setup Audit Trail.

Create a poll in the Admin Chatter group.

Run an Account History report.

Review the Account Last Modified By field.

MULTIPLE CHOICE QUESTION

3 mins • 1 pt

How can multiple Campaign records be associated with a single Opportunity?

Campaign Hierarchy

Campaign Members

Primary Campaign Source

Campaign Influence

MULTIPLE CHOICE QUESTION

3 mins • 1 pt

What should the System Administrator check when users are unable to find a CustomReport Type?

Make sure the new Report Type is deployed.

Add a button for the new Report Type to the Report Builder.

Make sure the user Profile includes the Report Type.

Add the new Report Type to the related objects.

MULTIPLE CHOICE QUESTION

3 mins • 1 pt

When a Salesforce user is deactivated, what happens to all of the records the user owns in Salesforce?

They are assigned to the deactivated user until reassigned.

They are automatically deleted.

They are automatically assigned to the administrator.

They are automatically assigned to another user.

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Salesforce Admin Practice Exam 1

What is a benefit of entering Trusted IP Ranges in the Network Access section?

An Administrator at Ursa Major Solar is converting a lead and needs to capture custom lead data on the converted contact. What should the administrator do to accomplish this goal?

Universal Containers has a team of Account Managers that requested email alerts any time an Opportunity or Case is created on Accounts that they own.What is the minimum number of workflows needed to accomplish this task?

How can a System Administrator discover who added a field to the account page layout?

How can multiple Campaign records be associated with a single Opportunity?

What should the System Administrator check when users are unable to find a CustomReport Type?

When a Salesforce user is deactivated, what happens to all of the records the user owns in Salesforce?

Ursa Major Solar needs to ensure compliance with a platinum service level agreement; therefore, cases that stay in the Tier 2 queue for longer than 4 hours must be re-assigned to the Tier 3 queue. Which Salesforce feature should be used to fulfill this requirement?

A sales executive at Universal Containers wants to be notified whenever high-value opportunities are created for hot accounts.What should an administrator do to meet this requirement?

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