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WorksheetsADX 201 Quiz 1
Total questions: 65
Worksheet time: 2hrs 10mins
Dream tours Realty regularly processes customer requests for warranty work and would like to offer customers a self-serve option to generate cases.
which two solutions should an administrator use to meet this request?
Choose 2 answers
Email-to-Case
Case translator
Web to Case
Case queues
An administrator installed a managed package that contains a permission set group. The permission set group that was installed includes Delete access on several objects, and the administrator needs to prevent users in the permission set group from being able to delete records.
What should the administrator do to control Delete access?
Create a new role that prevents Delete permissions from rolling up to the users.
Use a muting permission set with a permission set group to mute selected permissions
Edit the profile for the users to remove Delete access from the objects.
Create a new permission set that has Delete access deselected for the objects.
AW Computing (AWC) occasionally works with independent contractors, who the company stores as Contacts in Salesforce. Contractors often change agencies, and AWC wants to maintain the historical accuracy of the record
What should AWC use to track Contacts?
Create a function object to track many-to-many relationship.
Use a partner community to track the Contacts.
Enable Contacts to multiple Accounts.
Create a new Contact record for each agency.
An administrator at Universal Containers has been asked to prevent users from accessing Salesforce from outside of their network.
What are two considerations for this configuration? Choose 2 answers
Single sign-on will allow users to log in from anywhere.
IP address restrictions are set on the profile or globally for the org.
Users can change their password to avoid login IP restrictions.
Enforce Login IP Ranges on Every Request must be selected to enforce IP restrictions.
What are two considerations an administrator should keep in mind when working with Salesforce objects?
Choose 2 answers
Custom and standard objects have standard fields.
A new standard object can be created.
Only standard objects support master-detail relationships
Standard objects are included with Salesforce.
Northern Trail Outfitters wants to track ROI for contacts that are key stakeholders for opportunities. The vP of sales requested that this information be accessible on the opportunity and available for reporting
Which two options should the administrator configure to meet these requirements? Choose 2 answers
Add the Opportunity Contact Role related list to the Opportunity page layout.
Customize Campaign Role.
Customize Campaign Member Role.
Customize Opportunity Contact Role.
Add the Campaign Member related list to the Opportunity page layout.
Executives at Cloud Kicks have reported that their dashboards are showing inaccurate data. The administrator has discovered that users have been changing the source reports.
Which two actions should the administrator take to preserve the integrity of the source reports? Choose 2 answers
Create a new report folder with viewer access.
Change the dashboard to be a dynamic dashboard.
Move the dashboard to the user's private folder.
Move the dashboard reports to the view-only folder.
The VP of sales at Universal Containers wants to prevent members of the sales team from changing an opportunity to a date in the past.
What should an administrator configure to meet this requirement
Approval Process
Assignment Rule
Validation Rule
Field-Level Security
Cloud Kicks has decided to delete a custom field.
What will happen to the data in the field when it is deleted?
The data is restorable from the recycle bin.
The data is permanently deleted.
The data associated with the field is removed.
The data in the field ls stored for 20 days.
Northern Trail Outfitters is using one profile for all of its marketing users, providing read-only access to the Campaign object. A few marketing users now require comprehensive edit access on Campaigns.
How should an administrator fulfill this request?
Marketing user checkbox
Organization-wide defaults
Field-level security
Permission sets
The administrator at Cloud Kicks has been asked to replace two old workflow rules that are doing simple field updates when a lead is created to improve processing time. what tool should the administrator use to replace the workflow rules?
Quick Action Flow
Before Save Flow
Screen Flow
Scheduled Flow
Sales and Customer Care at Ursa Major Solar need to see different fields on the Case related list from the Account record. Sales users want to see Case created date and status while Customer Care would like to see owner, status, and contact
what should the administrator use to achieve this?
Page Layout Editor
Related Lookup Fitters
Compact Layout Editor
Search Layout Editor
The marketing team wants a new picklist value added to the Campaign Member Status field for the upsell promotional campaign Which two solutions should the administrator use to modify the picklist field values?
Choose 2 answers
Edit the picklist values for the Campaign Status in Object Manager
Mass modify the Ca mpaign Member Statuses related list.
Add the Campaign Member Statuses related list to the Page Layout.
Modify the picklist value on the Campaign Member Statuses related list.
Cloud Kicks (CK) is partnering with a used shoe store and second-hand bicycle emporium. CK has an automated business process wants to run once a week to count the number of open cases related to an account. How should the administrator recommend automating this business process?
Use a process to update the account when it is edited
Configure a scheduled flow in Flow Builder
Set up a scheduled process in Process Builder.
Create a workfiow rule with an outbound message
An administrator at Cloud Kicks is building a flow that needs to search for records that meet certain conditions and store values from those records in variables for use later in the flow
what flow element should the administrator add?
Assignment
Get Records
Update Records
Create Records
Which two actions should an administrator perform with Case escalation rules?
Choose 2 answers
Send email notifications.
Change the Case Priority
Re-assign the Case
Re-open the Case
When users log in to Salesforce via the user interface, which two settings does the system check for authentication?
Choose 2 answers
The user's Two-Factor Authentication for API Logins permission
The role IP address restrictions
The user's profile login hours restrictions
The user's Two-Factor Authentication for User Interface Logins permission
Sales reps at Northern Trail Outfitters have asked for a way to change the Probability field value of their Opportunities.
What should an administrator suggest to meet this request?**
Make the field editable on page layouts.
Create a custom field on Opportunity.
Configure Forecasting support.
Define a new Stage picklist value
The administrator at Cloud Kicks has created an approval process for time off requests.
Which two automated actions are available to be added as part of the approval process?
Choose 2 answers
Chatter Post
Email Alert
Autolaunched Flow
Feild Update
An administrator gets a rush request from Human Resources to remove a 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?
Change the user's profile to read-only while removing them from being referenced in the Direct Manager field.
Deactivate the user and delete any records where they are referenced in the Direct Manager field.
Freeze the user to prevent them from logging in while removing them from being referenced in the Direct Manager field.
Delete the user and leave all records where they are referenced in the Direct Manager field without changes.
An administrator has assigned a permission set group with the two-factor authentication for User Interface Logins permission and the two factor authentication for API Logins permission to a group of users.
Which two prompts will happen when one of the users attempts to log in to Data Loader? Choose 2 answers
Users need to enter a verification code from email or SMS, whichever has higher priority.
Users need to download and install an authenticator app on their mobile device.
Users need to connect an authenticator app to their Salesforce account.
Users need to get a security token from a trusted network using Reset My Security Token.
The sales director at Cloud Kicks wants to be able to predict upcoming revenue in the next several fiscal quarters so they can set goals and benchmark how reps are performing.
Which two features should the administrator configure? Choose 2 answers
Sales Quotas
Opportunity List View
Forecasting
Opportunity Stages
Cloud Kicks 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?
Modify the Opportunity stage a dependent picklist to the Lead source field.
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.
An administrator created a record trigger flow to update contacts.
How should the administrator reference the values of the active record the flow is running on?**
Use the $Record global variable.
Use the {/Contact.Id} global variable.
Use the Get Records element to find the Id.
Use the {Account.Id} record variable.
Which two solutions could an administrator find on the AppExchange to enhance their organization?
Choose 2 answers
Communities
Customers
Consultants
Components
Cloud Kicks is working on a better way to track its product shipments utilizing Salesforce
Which field type should an administrator use to capture coordinates?
Geofence
External lookup
Geolocation
Custom address
The service manager at Ursa Major Solar wants to let customers know that they have received their cases via email and their website. Medium-priority and high-priority cases should receive different email notifications than low-priority cases. The administrator has created three email terneplates for this purpose
How should an administrator configure this requirement?
Create one auto-response rule. Configure three rule entry criteria and set a filter for case priority. Select the appropriate email template for each rule entry.
Include three assignment rules that fire when cases are created. Add a filter for case priority. Select the appropriate email template for each rule
Configure one workflow rule that fires when cases are created. Add a filter for case priority. Select the appropriate email template for the rule.
Add three auto-response rules. Configure one rule entry criteria for each rule and set a filter for case priority. Select the
appropriate email template for each rule entry.
A sales rep has left the company and an administrator has been asked to re-assign all their accounts and opportunities to a new sales rep and keep the teams as is. Which tool should an administrator use to accomplish this?
Data Import wizard
Data Loader
Mass Transfer Tool
Dataloader lo
The support manager at Cloud Kicks wants to respond to customers as quickly as possible. They have requested that the response include the top five troubleshooting tips that could help solve the customer's issue. What should the administrator suggest to meet these requirements?
Assignment Rules
Knowledge Articles
Auto-Response Rules
Email Alerts
Universal Containers is trying to improve the user experience when searching for the right status on a case. The company currently has one support process that is used for all record types on 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?
Create a Screen Flow that shows only the correct values for status and surface the flow in the utility bar of the console.
Review which status choices are needed for each record type and create support processes for each that is necessary.
Reduce the number of case status values to five
Edit the status choices directly on the record type.
Northern Trail Outfitters has a custom quick action on Account that creates a new Case.
How should an administrator make the quick action available on the Salesforce mobile app?
Modify compact Case page layout to include the action.
Add the Salesforce Mobile and Lightning Experience action to the page layout.
Include the action in the Salesforce Mobile Navigation menu.
Create a custom Lightning App with the action.
Ursa Major Solar wants to automatically notify a manager about any cases awaiting a response from an agent for more than 2 hours after case creation
Which feature should an administrator use to fulfill this requirement?
Formula field
Assignment Rule
Omni-Channel Supervisor
Case Escalation Rule
An administrator has reviewed an upcoming critical update.
How should the administrator proceed with activation of the critical update?
Allow the critical update to auto-activate.
Activate the critical update in production.
Allow the critical update to auto-activate in a sandbox.
Activate the critical update in a sandbox.
Ursa Major Solar uses Opportunity to track sales of solar energy products. The company has two separate sales teams that focus on different energy markets. The services 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 one sales process. Create one record type and three page layouts.
Create one sales process, Create three record types and three page layouts.
Create three sales processes. Create three record types and one page layout.
Create three sales processes. Create three record types and three page layouts.
A sales rep has a list of 300 accounts with contacts that they want to load at one time.
Which tool should the administrator utilize to import the records to Salesforce?
Data Import Wizard
Dataloader.lo
Data Loader
Manual Import
Cloud Kicks needs to be able to show different picklist values for Sales and Marketing users.
Which two options will meet this requirement? Choose 2 answers
Two page layouts, one record type, two picklists
One page layout, two record types, one picklist
Two permission sets, one record type, one picklist
One record type, two profiles, one picklist
Universal Containers requires that when an opportunity is closed won, all other open opportunities on the same account must be marked as closed lost
Which automation solution should an administrator use to implement this request?
Quick Action
Workflow Rule
Flow Builder
Outbound Message
Northern Trail Outfitters wants to calculate how much revenue has been generated for each of its marketing campaigns.
How should an administrator deliver this information?
Add a Total Value field on Campaign and use a workflow rule to update the value when an opportunity is won.
Create a roll-up summary field on Opportunity to Campaign.
Perform periodic data Jobs to update campaign records.
Design a standard Campaign report and add the Value Won Opportunities in Campaign field.
Ursa Solar Major is evaluating Salesforce for its service team and would like to know what objects were available out of the box
Which three of the standard objects are available to an administrator considering a support use case? Choose 3 answers
Contract
Account
Request
Ticket
Case
Northern Trail Outfitters has two different sales processes: one for business opportunities with four stages and one for partner opportunities with eight stages. Both processes will vary in page layouts and picklist value options
What should an administrator configure to meet these requirements?
Validation rules that ensure that users are entering accurate sales stage information
Different page layouts that control the picklist values for the opportunity types
Separate record types and sales processes for the different types of opportunities
Public groups to limit record types and sales processes for opportunities
The VP of sales at DreamHouse Realty has requested a dashboard to visualize enterprise sales across the different teams. The key piece of data is the total of all sales for the year and the progress to the enterprise sales goal
What dashboard component will effectively show this number and the proximity to the total goal as a single value?
Stacked Bar
Table
Donut
Gauge
An administrator has been asked to update a flow that was created as part of a recent update. When the administrator opens the flow for editing, the Flow Builder toolbox offers only four elements: Assignment, Decision, Get Records, and Loop.
What would cause this?
The version of the flow is inactive.
The flow is a before save flow.
The flow is a screen flow
The version of the flow is activated
Users at Cloud Kicks are reporting different options when updating a custom picklist on the Opportunity object based on the kind of opportunity.
Where should an administrator update the option in the picklist?
picklist value sets
Fields and relationships
Related lookup filters
Record type
A user at Cloud Kicks is having issues logging in to Salesforce. The user asks the administrator to reset their password.
Which two options should the administrator consider when resetting the user's password? Choose 2 answers
Resetting the password will change the user's password policy.
Single sign-on users can reset their own passwords using the forgot password link.
Resetting a locked-out user's password automatically unlocks the user's account.
After resetting a password, the user may be requlred to activate their device to successfully log in to Salesforce.
Ursa Major Solar has its business hours set from 9:00 AM to 5:00 PM for the reps that are on Pacific Time. The reps on Eastern Time need business hours set to start 3 hours earlier to cover for support.
How should an administrator solve for this issue?
Create one set of business hours per time zone.
Set temporary business hours for each time zone.
Allow the reps to set business hours manually.
Adjust the current business hours to accommodate the Eastern Time Zone.
The administrator at DreamHouse Realty added an email quick action to the Case page layout and is unable to see the action on the case feed.
Which feature must be enabled to ensure the quick action will be displayed as expected?
Email Notifications
Email Alerts
Email Templates
Email-to-Case
An administrator at Cloud Kicks has a flow in production that is supposed to create new records. However, no new records are being created
What could the issue be?
The flow is read only.
The flow trigger is missing.
The flow urt ls deactivated.
The flow is inactive.
When a sales rep clicks a button on an opportunity, a simple discount calculator screen should be launched.
Which automation tool should an administrator use to build this discount calculator screen?
Platform Event
Process Builder
Workflow Rule
Flow Builder
AW Computing has six sales teams in a region. These teams always consist of the same account manager, engineer, and assistant.
What should the administrator configure to make it easier for teams to collaborate with the same customer?
Create a queue for each team and assign account ownership to the queue.
Propose the users manually share all their accounts with their teammates.
Enable account teams and show the users how to set up a default account team.
Enable and configure standard opportunity teams with splits.
An administrator at Universal Containers needs a simple way to trigger an alert to the director of sales when opportunities reach an amount of $500,000.
What should the administrator configure to meet this requirement?
Opportunity warnings in Kanban View
Key Deals component on the homepage
Set up Big Deal Alerts for the amount.
Enable Opportunity Update Reminders.
The client services and customer support teams share the same profile but have different permission sets. The custom object Retention related list needs to be restricted to the client services team on the Lightning record page layout.
What should the administrator use to fulfill this request?
Sharing Settings
Component Visibility
Record Type Assignment
Page Layout Assignment
An administrator wants to create a form in Salesforce for users to fill out when they lose a client.
Which automation tool supports creating a wizard to accomplish this goal?
Flow Builder
Outbound Message
Approval Process
Process Builder
Universal Containers requires a different Lightning page to be displayed when Accounts are viewed in the Sales Console and in the Service Console
How should an administrator meet this requirement?
Create different user profiles.
Assign Lightning pages as app default.
Update page layout assignments.
Define multiple record types.
Northern Trail Outfitters has requested that when the Referral Date field is updated on the custom object Referral Source, the parent object Referral also needs to be updated.
Which automation solution should an administrator use to meet this request?
Workflow Field Update
Lightning Web Component
Approval Process
Process Builder
Cloud Kicks wants to allow customers to create their own cases while visiting its public homepage.
What should the administrator recommend?
Email-to-Case
Web-to-Case
SMS Response
Omni-Channel
Northern Trail Outfitters wants to initiate expense reports from Salesforce to the external HR system, This process needs to be reviewed by managers and directors
Which two tools should an administrator configure? Choose 2 answers
Quick Action
Outbound Message
Approval Process
Email Alert Action
Sales users at Universal Containers 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
Create a simplified Opportunity page layout
Add a Path to stage to the opportunity record page
Configure an autolaunched flow for Opportunity editing.
Use a Kanban list view for Opportunity.
The administrator for Cloud Kicks has created a screen flow to help service reps ask the same set of questions when customers call in with issues. This screen should be visible from cases.
How should the screen flow be distributed?
Lightning Page
Component Filter
Page Layout
Home Page
Cloud Kicks wants a report to categorize accounts into small, medium, and large based on the dollar value found in the Contract Value field.
What feature should an administrator use to meet this request?
Group Rows
Bucket Column
Filter Logic
Detail Column
