Sunrays Limited (SL) is noticing a decrease in deals with a cross-sell opportunity type and wants to share all cross-sell opportunities with a team of subject matter experts in their organization. The company has different roles, and the organization-wide default for Opportunity is set to Private. How should the administrator accomplish this?

Add the subject matter experts to a public group and give them access to the records with a criteria-based sharing rule.

Enable territory management, assign the subject matter experts to the same territory, and give them access to the records with manual sharing.

Change the organization-wide default for Opportunities from Private to Public Read/Write to open up access for the subject matter experts.

Create a new role for the subject matter experts and give them access to the records with an owner-based sharing rule.

Northern Trail Outfitters (NTO) has deployed my domain. The Chief Marketing Officer wants to make sure that all of the Salesforce users log in using the branded login URL. There needs to be a grace period for the user's bookmarks to be updated. How should the administrator configure the policies in my domain settings?

Set the redirect policy to Redirect with a warning to the same page within the domain.

Set the login policy to require login from http://nto.my.salesforce.com

Set the redirection policy to Do not redirect.

Set the login policy to prevent login from http://login.salesforce.com

SQS Global Services is rolling out a new approval process. As the last step in the process after an Opportunity has been approved, SQS Global Services wants to send a contract to its customer for signature. What should an Administrator suggest implementing this functionality?

Install an app from the App Exchange.

Check the "Send PDF" box on the approval process setup.

Hire a Consulting firm to develop a document signing framework

Utilize the Salesforce Auto sign flow

What are three considerations when a user is importing data via Data Loader? Choose 3 answers

Importing data into checkbox fields allows for the use of TRUE/FALSE

Field-Level Security access determines which fields will be visible.

Unrestricted picklists : a new picklist value will be applied but will not be added to the picklist.

Validation rules do not execute when importing data.

Restricted picklists, a new picklist value will be ignored, and the default value applied.

Zephyrus Relocation Services (ZRS) wants users to only be able to choose Opportunity stage closed-won if the Lead source has been selected. How should the administrator accomplish this goal?

Configure a validation rule requiring lead source when the stage is set to closed-won.

Make Lead source a dependent picklist to the Opportunity stage field.

Change the Opportunity stage field to read-only on the page layout.

Modify the Opportunity stage as a dependent picklist to the Lead Source field.

Finplanner Associates (FA) needs to ensure appropriate shipping details are used in orders. Reps should have a streamlined solution to update the shipping addresses on selected Orders associated with an Account when the shipping address is changed on the Account. How should the administrator deliver this requirement?

A screen flow on the Account page that lets the rep choose the updated Account shipping address in open associated Orders.

An autolaunched flow on the Order page that updates all open Order shipping addresses whenever the Account shipping address changes.

An autolaunched flow on the Account page that updates all open Order shipping addresses whenever the Account shipping address changes.

A screen flow on the Order page that lets the rep choose the updated Account shipping address in all open associated Orders.

The administrator at Bloomington Caregivers (BC) is trying to debug a screen flow that creates contacts. One of the variables in the flow is missing on the debug screen. What could cause this issue?

The available for Input checkbox was unchecked.

The field type is unsupported by Debugging

The available for Output checkbox was unchecked.

The flow is an inactive version.

Sunrays Limited (SL) has a team of product owners that need a space to share feedback and ideas with just the product team. How should the administrator leverage Salesforce to help the team collaborate?

Configure a Chatter Private Group.

Add Activity History to document tasks.

Use Quick Actions to log communication.

Finplanner Associates (FA) uses a custom object Invoice to collect customer payment information from an external billing system. The Billing System field needs to be filled in on every Invoice record. How should an administrator ensure this requirement?

Make the field universally required.

Create a Process Builder to set the field.

Define an approval process for the field.

Require the field on the record type

Zephyrus Relocation Services (ZRS) is a Canadian company that has the following set up in Salesforce: ● Auto-Response is configured so that customers are thanked for logging the case and activated Assignment Rules based on the province (Canada) in which the customer resides. ● They have activated Web-To-Case on their corporate website. ● Case ownership is therefore determined and routed to the corresponding queue - North, South, East, or West. Customer Cases that do not meet the existing criteria need to be assigned to Queue - World. Which solution will satisfy this requirement?

In Case of Support Settings, change Default Case Owner to Queue-World.

Using a Trigger, change the owner of Cases not in Canada to Queue - World

Using a Workflow Rule, change the owner of new Cases not in Canada to Queue - World.

In Active Case Flow/assignment, add last entry criteria where Status=null then assign to Queue - World

An administrator creates a custom text area field on the Account object and adds it to the service team's page layout. The service team manager loves the addition of this field and wants it to appear in the highlights panel so that the service reps can quickly find it when on the Account page. How should the administrator accomplish this?

In the Account object manager, create a custom compact layout.

Create a new page layout and a new section titled highlights panel.

From the page layout editor, drag the field to the highlights panel.

Make the field required and move it to the top of the page.

Which are three settings an administrator should configure to make it easy for approvers to respond to approval requests? Choose 3 answers

Update the organization's Chatter settings to allow approvals.

Add the Items to Approve component to the approvers' home page.

Enable the organization's email approval response setting.

Create a flow to automatically approve all records.

Specify initial submission actions within the approval process.

An Administrator needs to create a Sales Process for a new product. What are the three considerations for this process? Choose 3 answers.

All Picklist values on the Page Layout must be added to the Master picklist Value List or be active values.

The Record Type's Page Layout is assigned to Users through their Profile assignments.

An Opportunity Record Type will need to be created and assigned to the Sales Process.

Adding a new value to the Record Type Master Picklist Value List adds the value to all existing Record Type picklists.

The Record Type Name assignment becomes permanent upon the Save of a new Record Type

SQS Global Services is using a private sharing model. The US sales director needs full access to all records of the US sales representatives. How can this be accomplished?

Define a role hierarchy where the US sales representatives roll up to the US sales director

Place the US sales director in a queue with the US sales representative's.

Give the US sales director read/write/edit/delete object permissions on the profile.

Define a role hierarchy where the US sales director rolls up to the CEO.

At Windwards Institute (WI), there is a custom field on the lead named Product Category. Management wants this information to be part of the Opportunity upon lead conversion. What action should the administrator take to satisfy the request?

Create a custom field on the Opportunity and map the two fields.

Configure the product categories picklist field on the product

Map the lead custom field on the product's product category field

Create a workflow to update Opportunity fields based on the lead.

Finplanner Associates (FA) generates leads for its different product categories (shoes, apparel, and accessories) through many different sources. While some lead sources are used for all three categories, other lead sources are specific to a single category. The VP of marketing requests that only the proper lead sources be displayed based on the product category chosen. How should the administrator configure Salesforce to meet this requirement?

Create a single business process, then create record types for each product category.

Create business processes and record types for each of the three product categories.

Create a page layout for each category and filter the Lead Source field based on category.

Create a dependency between the Product Category field and Lead Source field.

An administrator gets a rush request from Human Resources to remove an user's access to Salesforce immediately. The user is part of a hierarchy field called Direct Manager. What should the administrator do to fulfill the request?

Freeze the user to prevent them from logging in while removing them from being referenced in the Direct Manager field.

Change the user's profile to read-only while removing them from referenced in the Direct Manager field.

Delete the user and leave all records where they are referenced in the Direct Manager field without changes

Deactivate the user and delete any records where they are referenced in the Direct Manager field.

Windwards Institute (WI) intends to protect data with backups by using the data export service. Which two considerations should the administrator remember when scheduling the export? Choose 2 answers.

Data backups are limited to weekly or monthly intervals

Metadata backups must be run via a separate process.

Metadata backups are limited to sandbox refresh intervals.

Data export service should be run from a sandbox.

Zephyrus Relocation Services (ZRS) has a Contact Lightning record page with a component that shows Linkedin data. The sales team would like to only show this component to sales users when they are on their mobile phones. Which two solutions should the administrator use to fulfill this requirement? Choose 2 answers.

Filter the component visibility with Form Factor = Phone

Filter the component visibility with user > Profile > Name = Sales User.

Filter the component visibility with user > Role > Name = Sales User.

Filter the component visibility with View = Mobile/Tablet.

The sales manager at Finplanner Associates (FA) wants to set up a business process where opportunity discounts over 30% need to be approved by the VP of sales. Any discounts above 10% need to be approved by the user's manager. The administrator has been tasked with creating an approval process. Which are two considerations the administrator needs to review before setting up this approval process? Choose 2 answers.

Create a custom Discount field on the opportunity to capture the discount amount.

Populate the Manager standard field on the sales users' User Detail page.

Allow the submitter to choose the approver manually.

Configure two separate approval processes.

Sales users at Dreamscape Flowers (DF) are reporting that it is taking a long time to edit opportunity records. Normally, the only field they are editing is the Stage field. Which two options should the administrator recommend to help simplify the process? Choose 2 answers.

Add a path for stage to the opportunity record page

Use a Kanban list view for opportunities.

Configure an autolaunched flow for opportunity editing.

Create a simplified opportunity page layout

Sunrays Limited (SL) requires that house showings be scheduled within the current year to prevent too many future showings from stacking up. How can they make sure the Showing Date is only populated with a date this year?

Create a validation rule that ensures the Showing Date contains a date within the current year.

Sync the users' Showing Calendar to Salesforce and filter it to only look at this year

Create a report that shows any Showing Dates not scheduled in the current year to be updated

Add Help Text so the user knows to only add a Showing Date within the current year.

41 Users at No More Homelessness (NMH) adhere to the following processes for expense reports Create the expense report. ● Attach receipts in an Expenses App. ● Send the report to the accountant to review and approve. An administrator needs to enable this app for Salesforce Mobile. What should the administrator consider from the User's perspective?

Users can create records, attach receipts as photos, and submit for approvals.

Users can search Salesforce Records, attach receipts as photos, and approve records from a charter

Users can create list views, attach receipts as photos, and submit records for approval.

Users can use Search, create list views, and receive record push notifications from Charter.

An administrator has reviewed an upcoming critical update. How should the administrator proceed with the activation of the critical update?

Activate the critical update in a sandbox.

Allow the critical update to auto-activate in a sandbox.

Activate the critical update in production

Allow the critical update to auto-activate.

Universal Containers (UC) has a queue that is used for managing tasks that need to be worked by the UC customer support team. The same team will now be working on some of UC's Cases. Which two options should the administrator use to help the support team? Choose 2 answers.

Use assignment rules to set the queue as the owner of the case.

Add Cases to the existing queue as available object.

Configure a flow to assign the cases to the queue.

Create a new queue and add Cases as an available object.

The administrator at Windwards Institute (WI) wants to add branding to Salesforce. Which two considerations should the administrator keep in mind? Choose 2 answers.

Only one theme can be active at a time, and a theme applies to the entire org.

Chatter external users see the built-in Lightning blue theme only

Themes apply to Salesforce Classic and to the Salesforce mobile app.

Up to 150 custom themes can be created, modified, or cloned from the built-in themes.

The administrator for Sunrays Limited (SL) needs to give access to a new custom object with custom fields to more than one user. Which two options should an administrator use to meet this requirement? Choose 2 answers.

Assign permission set group to the Users.

Add to the manual sharing list.

Edit organization-wide defaults.

No More Homelessness (NMH) is trying to improve the user experience when searching for the right status on the case. The company currently has one support process that is used for all record types of cases. The support process has 10 status values. Service reps say they never need more than five depending on what kind of case they are working on. How should the administrator improve on the current implementation?

Review which status choices are needed for each record type and create support processes for each that are necessary.

Reduce the number of case status values to five.

Create a Screen Flow that shows only the correct values for status and surface the flow in the utility bar of the console.

Edit the status choices directly on the record type

Windwards Institute (WI) uses Opportunity to track sales of solar energy products. The company has two separate sales teams that focus on different energy markets. The service team also wants to use Opportunity to track installation. All three teams will need to use different fields and stages. How should the administrator configure this requirement?

Create three sales processes. Create three record types and three-page layouts

Create three sales processes. Create three record types and a one-page layout.

Create one sales process. Create three record types and a three-page layout

Create one sales process. Create one record type and three-page layouts

QCM 3 - SF ADM

Authored by Benjamin Moreaux

Professional Development

Vocational training

Used 2+ times

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64 questions

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MULTIPLE CHOICE QUESTION

5 mins • 1 pt

An Administrator for DreamHouse Realty (DHR) wants to allow internal users to view a dashboard as a Sales Manager within a given sales region. How can this be configured?

Create a dashboard to run as a specified user.

Create a dashboard for all opportunities in the region.

Create a dashboard with multiple components.

Create a dashboard to run as the logged-in user.

MULTIPLE SELECT QUESTION

5 mins • 1 pt

The support group at Universal Containers (UC) has the following requirements.
Agents need to capture different information for product support and inquiry cases.
The life cycle for inquiry cases should have fewer steps than the life cycle for products. Which three features should an administrator use to meet these requirements?
Choose 3 answers.

Support processes.

Page layouts.

Permission sets.

Field-level security.

Record types.

MULTIPLE SELECT QUESTION

5 mins • 1 pt

The administrator at Windwards Institute (WI) created a new field for tracking returns on their new cloud shoe. A user has submitted a case to the administrator indicating that the new field is unavailable. Which two steps should an administrator do to troubleshoot this issue? Choose 2 answers.

Ensure that the page layout for the user's profile has been updated.

Run the setup audit trail for the organization.

Update the organization-wide defaults for the object.

Review the field-level security of the field for the user profile

MULTIPLE CHOICE QUESTION

5 mins • 1 pt

A team of support users at Sunrays Limited (SL) helps internal sales reps make follow-up calls to prospects who have completed an online interest form. The team does not currently have access to the Lead object.
How can the administrator provide adequate access?

Create a new profile

Configure permission sets

Assign a new role

Set up Manual sharing

MULTIPLE CHOICE QUESTION

5 mins • 1 pt

DreamHouse Realty (DHR) wants to offer a form on its Experience Cloud site where inspectors will submit findings from a property inspection.
Which feature should an administrator place on the page to fulfill this requirement?

Related list.

Autolaunched Flow

Record details.

Screen flow.

MULTIPLE CHOICE QUESTION

5 mins • 1 pt

A user at SQS Global Services left the company. The administrator needs to create a new user for their replacement, but they have assigned all available user licenses.
What should the administrator do to free up a user license for the new user?

Deactivate the former employee's user record

Freeze the former employee's user record.

Delete the former employee's user record.

Change the former user's record to the new user.

MULTIPLE SELECT QUESTION

5 mins • 1 pt

AW Computing would like to improve its Case Lightning record page by including:
● A filtered component to display a message in the bold font when a Case is saved as a critical
record type.
● A quick way to update the Account status from the Case layout.
Which two components should an administrator use to satisfy these requests? Choose 2 answers.

Rich text.

Related record.

Related list.

Record details.

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QCM 3 - SF ADM

An Administrator for DreamHouse Realty (DHR) wants to allow internal users to view a dashboard as a Sales Manager within a given sales region. How can this be configured?

The administrator at Windwards Institute (WI) created a new field for tracking returns on their new cloud shoe. A user has submitted a case to the administrator indicating that the new field is unavailable. Which two steps should an administrator do to troubleshoot this issue? Choose 2 answers.

A team of support users at Sunrays Limited (SL) helps internal sales reps make follow-up calls to prospects who have completed an online interest form. The team does not currently have access to the Lead object.How can the administrator provide adequate access?

DreamHouse Realty (DHR) wants to offer a form on its Experience Cloud site where inspectors will submit findings from a property inspection.Which feature should an administrator place on the page to fulfill this requirement?

A user at SQS Global Services left the company. The administrator needs to create a new user for their replacement, but they have assigned all available user licenses.What should the administrator do to free up a user license for the new user?

Access all questions and much more by creating a free account

Popular Resources on Wayground

A team of support users at Sunrays Limited (SL) helps internal sales reps make follow-up calls to prospects who have completed an online interest form. The team does not currently have access to the Lead object.
How can the administrator provide adequate access?

DreamHouse Realty (DHR) wants to offer a form on its Experience Cloud site where inspectors will submit findings from a property inspection.
Which feature should an administrator place on the page to fulfill this requirement?

A user at SQS Global Services left the company. The administrator needs to create a new user for their replacement, but they have assigned all available user licenses.
What should the administrator do to free up a user license for the new user?