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WorksheetsSalesforce Admin 20Q - Test 10
Total questions: 20
Worksheet time: 40mins
At Universal Containers, Users would like to be able to share Salesforce records with other members of their team, while collaborating around general topics as well.
Which are 2 considerations for enabling this functionality?
Choose 2 answers.
Collaboration groups are created automatically for every department.
Object layouts should be configured to include the groups related list.
The Add Record action must be configured in the group publisher.
An administrator needs to create a group to enable record sharing.
The Marketing Team at Ursa Major Solar wants to send a personalized email whenever a lead fills out the web-to-Lead form on their website. They want to send different message based on the Lead Industry Field Value.
What Should an Administrator configure to meet this requirement?
Use Validation rule to trigger workflow to email to Lead.
Configure an auto response rule to email the lead.
Add a public group and process builder to email the lead.
Create an assignment rule to email the lead.
An Administrator has reviewed an upcoming critical update.
How should the Administrator proceed with activation of the critical update?
Activate the critical update in a sandbox.
Allow the critical update to auto-activate.
Activate the critical update in production.
Allow the critical update to auto-activate in a sandbox.
AW Computing needs to capture a loss reason in rich text field when an opportunity is "Closed-Lost".
How should an Administrator configure this requirement?
Select the Required Checkbox next to the Loss Reason field on the Page Layout.
Create a Validation Rule to display an error if stage is "Closed- Lost" and Loss Reason is blank.
Check the Required Checkbox on the Loss Reason field in Object Manger.
Configure a Workflow Rule to display an error if Loss Reason is blank.
An Administrator at AW Computing has been asked to help the Support team with report folders. They want a folder called Support Reports and two folders underneath called Helpdesk and R&D. The Support organization uses public groups for Support Agents, R&D, and Managers. Support Agents should be able to run Helpdesk Reports, but should not be able to view R&D Reports. Support Managers should be able to view and edit all reports.
Which 2 ways should these folders be shared?
Choose 2 answers.
Share the R&D folder with Support Managers with Edit Access.
Share the Helpdesk folder with Support Agents with View access.
Share the Support Reports folder with Support Managers with Edit Access.
Share the Support Reports folder with Support Agents with View Access.
An Administrator at Dream-House Realty wants an easier way to assign an agent capacity and skill set.
Which feature should the Administrator enable to meet this requirement?
Knowledge Management
Omni-Channel
Escalation Rules
Territory Management
An Administrator at Northern Trail Outfitters is unable to add a new user in salesforce.
What could cause this issue?
The Username is not a corporate email address.
The username is less than 80 characters.
The Username is a fake email address.
The Username is already in use.
A Sales Rep at Ursa Major Solar has launched a series of networking events. They are hosting one event per month and want to be able to report on campaign ROI by month and series.
How should the Administrator set up the Campaign to simplify reporting?
Add different record types for the monthly event types.
Create individual Campaigns that all have the same name.
Configure campaign Member Statuses to record which event members attended.
Use Campaign Hierarchy where the monthly events roll up to a parent Campaign.
The Administrator at Ursa Major Solar need to make sure the unassigned cases from VP customers get transferred to the appropriate Service Representative within 5 hours. VIP Customers have access to support 24 hours a day.
How should this be configured?
Assignment Rules
Business Hours
Case Queues
Escalation Rules
Cloud Kicks needs to ensure appropriate shipping details are used in orders. Reps should have a streamlined solutions to update the shipping address on selected orders associated with an account when the shipping address is changed on the account.
How should the Administrator deliver this requirement?
An auto-launched flow on the order page that updates all open orders shipping addresses whenever the account shipping addresses changes.
An auto-launched flow on the account page that updates all open orders shipping addresses whenever the account shipping addresses changes.
A screen flow on the order page that lets the reps choose the updated account shipping address in all open associated orders.
A screen flow on the account page that lets the reps choose the updated account shipping address in all open associated orders.
Ursa Major Solar has a path on Case. The company wants to require its Users to follow the status values as they are on the path. Agents should be prohibited from preventing the case back to a previous status.
Which feature should an Administrator use to fulfill this request?
Validation Rules
Global Value Picklists
Predefined Field Values
Dependent Picklists
Cloud Kicks 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?
Use Quick Actions to log communication.
Configure a Chatter Public Group.
Create a Chatter Private Group.
Add Activity History to document tasks.
Dream-House Realty 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 Detail
Screen Flow
The Sales Manager at Cloud Kicks 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 2 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.
Configure two separate approval processes.
Allow the submitter choose the approver manually.
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 fulfil this request?
Sharing settings
Page Layout Assignment
Component Visibility
Record Type Assignment
Dream-House Realty agents are double-booking open house event nights. The Event Manager wants to a submission process to help agents fill in event details and request dates.
How should an Administrator accomplish the request?
Create a workflow role to update the Event Date Field.
Create an approval process on the Campaign object.
Create a sharing rule so that other agents can view events.
Create a campaign for agents to request event dates.
The Administrator at Dream-House 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-to-Case
Email Alerts
Email Templates
Northern Trail Outfitters uses a custom object Invoice to collect customer payment information from an external billing system. The Billing System field needs to be filled 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 child record.
Require the field on the record type.
Users at Cloud Kicks are reporting different options when uploading a custom picklist on the Opportunity object based on the kind of opportunity.
Where should an Administrator update the option in the picklist?
Fields and Relationships
Related Lookup Filters
Record Type
Picklist Value Sets
Northern Trail Outfitters wants to know the average stage duration for all closed Opportunities.
How should an Administrator support this request?
Use process builder to capture the daily average on each opportunity.
Add Formula Fields to track Stages on each Opportunity.
Run the Opportunity Stage Duration report.
Refresh weekly reporting snapshots for Closed Opportunities.
