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WorksheetsSalesforce Admin 20Q - Test 7
Total questions: 20
Worksheet time: 40mins
The VP of Sales at DreamHouse Realty has requested a dashboard to visualize enterprise sales across the different teams. The key point of data is the total of all sales for the year and the progress to the enterprise's sales goal.
What dashboard component will effectively show this number and the proximity to the total goal as a single value?
Table
Stacked Bar
Donut
Gauge
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.
Customize Campaign Member Role.
Add the Campaign Member related list to the Opportunity page layout.
Customize Campaign Role.
Customize Opportunity Contact Role.
Add the Opportunity Contact Role related list to the Opportunity page layout.
Cloud Kicks wants a report to categorize all accounts into Small, Medium, and Large based on the dollar value found in the Contract Value Field.
Which feature should an Administrator use to meet this request?
Detail Column
Bucket Column
Group Rows
Filter Logic
Universal Containers (UC) customers have provided feedback that their support cases are not being responded to quickly enough. UC wants to send all unassigned cases that have been open for more than 2 hours to an urgent Case queue and alert the Support Manager.
Which feature should an Administrator configure to meet this requirement?
Case Scheduled Reports
Case Dashboard Refreshes
Case Escalation Rules
Case Assignment Rules
Northern Trail outfitters has hired interns to enter Leads into Salesforce and has requested a way to is identify these new records from existing Leads.
What approach should an Administrator take to meet this requirement?
Set up Web-to-Lead form the interns use
Define a record type and assign it to the interns
Create a separate Lead Lightning App
Update the active Lead Assignment Rules
Sales Reps are missing key fields when filling out an opportunity record through the process. These Sales Reps need to move forward in stages but are unable to enter previous stages.
Which 3 options should the Administrator use to address this need?
Choose 3 answers.
Enable guided selling
Use Validation Rules
Configure Opportunity Path
Use Flow to mark fields required
Mark fields required on the page layout
Ursa Major Solar uses two different page layouts for Account records. One page layout reflects the fields related to Customer Accounts and another page layout includes fields for Partner Accounts. The Administrator has assigned the Customer Account page layout to Sales & Support Users and the Partner Account layout to the Partner Management Team.
What should the Administrator configure to meet this requirement?
Use a public group and a criteria-based sharing rule to share customer accounts with the partner team.
Add members of the partner management team to the default Account team for the customer accounts.
Grant create, read, edit and delete access to customer accounts on the partner team profile.
Create one record type for customer accounts and one record type for partner accounts.
An Administrator supporting a global team of Salesforce Users has been asked to configure company settings.
Which two options should the Administrator configure?
Choose 2 options.
Currency Locale
Default Language
Password Policy
Login Hours
Dream-House reality has an approval process. A Manager attempts to approve a record but receives an error.
What should an Administrator review to troubleshoot this request?
Add a delegated approver for the next approver in the process.
Update the field level security to view on fields that are updated in the process.
Check if the user in the next approver is inactive or missing.
Review the page layout to ensure, the fields updated in the process are visible.
Cloud Kicks wants to give credit to Opportunity team members based on the level of effort contributed by each person towards each deal.
What feature should the Administrator use to meet this requirement?
Stages
Splits
Queues
List Views
Universal Containers 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 2 solutions should the Administrator use to fulfill this requirement?
Choose 2 Answers.
Filter the component visibility with User > Profile > name = sales User
Filter the component visibility with Form Factor = phone
Filter the component visibility with view = Mobile/Tablet
Filter the component visibility with User > Role > Name = Sales User
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 2 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 Opportunity.
Configure an auto-launched flow for Opportunity editing.
Create a simplified Opportunity Page layout.
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?
Make Lead Source a Dependent Picklist to the Opportunity Stage Field.
Configure a Validation Rule requiring Lead Source when the stage is set to Closed-Won.
Change the Opportunity Stage Field to read only on the Page Layout.
Modify the Opportunity Stage a Dependent Picklist to the Lead Source Field.
The Marketing Team wants a new picklist value added to the Campaign Member Status field for the upsell promotional Campaign.
Which 2 solutions should the Administrator use to modify the picklist field values? Choose 2 answers.
Add the Campaign Member Statuses Related List to the Page Layout.
Edit the picklist values for the Campaign Status in Object Manager.
Mass modify the Campaign Member Statuses related list.
Modify the picklist value on the Campaign Member Statuses Related List.
Cloud Kicks (CK) has a new Administrator who is asked to put together a memo detailing "Salesforce usage" in order to budget for upcoming license purchases.
Where Should the Administrator go to find out what type of licenses CK Has purchased and how many are available?
Search for licenses types in setup.
User Licenses Related List in Company information.
User Management settings in setup.
Usage based entitlement related list in company information.
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
The Administrator at Universal Containers has a screen flow that helps Users create new leads. When lead source is "Search Engine", the administrator needs to require the user to choose a specific a search engine from a picklist. If lead source is not "Search Engine", this picklist should be hidden.
How should the Administrator complete this requirement?
Assign a decision element to direct the user to a second screen to hold specific search engine only when a lead source is "Search Engine".
Use an assignment element, one for when lead source is "Search Engine" and one for everything else.
Create a picklist for specific search engine, and set conditional visibility so that is only shown when lead source is "Search Engine".
Configure a picklist for specific search engine, and use a validation rule to conditionally show only when lead source is "Search Engine".
Universal Containers has three separate lines of business. Each line has specific fields that must be displayed to users. However, the fields needed by the sales team are different than the fields needed by the service team.
How should the Administrator configure this requirement?
Create two record types, each with 3 page layouts.
Create one record type with six Page Layouts.
Create three record types, each with 2 page layouts.
Create six record types, each with 1 page layout.
Cloud Kicks has the Organization-Wide-Defaults for Opportunity set to private.
Which 2 features should the Administrator use to open up access to Opportunity records for sales users working on collaborative deals?
Choose 2 answers.
Sharing set
Role hierarchy
Profiles
Sharing rules
An Administration needs to store the ID of record type of later use in a flow.
Which kind of variable should the Administrator use?
Boolean variable
Text variable
ID variable
Record variable
