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WorksheetsAdmin Kryterion Practice Test Part 1
Total questions: 60
Worksheet time: 35mins
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?
Create an Account Validation Rule that prevents new Accounts with the Customer Record Type from being saved.
Create an Account Auto-Assignment Rule to assign the Prospect Record Type to all new Accounts.
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.
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 teams values are at the bottom of the picklist.
Create new values for the opportunity stage field and use field-level security to control which teams see which fields.
Create a record type and page layout for the new sales team and a custom field for the new stages.
Universal Containers needs a field that reflects Account size based on number of employees.
Which formula function should the System Administrator use to evaluate different results based on a specific condition with multiple outcomes?
IF
ISPICKVAL
TEXT
AND
Ursa Major Solar uses data from the grand total of a custom report to create their dashboard.
Which two components will populate the grand total properly?
Choose 2 options.
Table
Gauge
Metric
Chart
Universal Containers wants to track Invoice Payments on an Opportunity Related List. Only the Finance Team should see this Related List; however, all Users should be able to view Invoice Payment reports.
How should the System Administrator implement this requirement?
Set the Invoice Payment Org-Wide Sharing Settings to Private.
Only grant Finance access to the Invoice Payment object.
Build an Invoice Payment report with a Running User of Finance.
Create a new Page Layout and Profile for the Finance Team.
Universal Containers has a renewals sales team that will use the Opportunity object. They want to use many of the same picklist fields that are already defined, but will need unique picklist values.
What feature allows a System Administrator to maintain the same field for two different teams?
Record Types
Permission Sets
Page Layouts
Sales Processes
Which configuration option shows sales representatives the fields they must fill in prior to saving an Opportunity?
Dependent Picklist Fields
Opportunity Validation Rules
Page Layout required fields
Field-level Security
What are two benefits of using Data Categories with Salesforce Knowledge?
Choose 2 options.
Article Owners can track views.
Articles can be classified into groups.
Articles can be referenced in Chatter posts.
Article access can be controlled.
Which two actions allow the System Administrator to limit Chatter access during roll-out to a subset of Salesforce users?
Choose 2 options.
Create a Permission Set with the "Enable Chatter" permission for the subset of users.
Add the subset of users to the company-wide Chatter group.
Edit a Profile to "Enable Chatter" for the subset of users.
Create an email invitation for the subset of users.
The admin at Northern Trail Outfitters need to allow users to submit attachments when creating a case. Case creation is currently using a screen flow. The admin has configured the screen flow to include attachments, but during testing, end users are saying they are getting attachments when they are not needed. They only want attachment when the Case Type is "IT Error".
How should the admin configure this requirement?
Use Dynamic visibility to show the attachment component when case type is IT Error
Create a second flow without attachments for when they are not required
Use a decision element and show a second screen that doesn’t allow attachments
Create a validation rule that prevents attachments when case type is not IT Error
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.
Create a lookup relationship field on the survey object.
Create a lookup relationship field on the account object.
Put the survey related list on the account page layout.
Put the account related list on the survey page layout.
An administrator at Ursa Major Solar wants to allow a sales user to relate an opportunity to a campaign.
What are two ways to accomplish this goal?
Choose 2 options.
Choose the primary campaign source for the opportunity.
Utilize the campaign influence related list on the opportunity.
Use the campaign hierarchy related list on the opportunity.
Select the campaign record type when creating the opportunity.
Universal Containers has an Auto-response rule to send emails when a customer submits a new Case and an Assignment rule to determine Case ownership for new Cases. In addition, the Case object has validation rules to ensure that each Case includes values for all fields needed by its owner to resolve the Case. Workflow Rules and Escalation Rules ensure that a support manager is properly notified when a Case remains unresolved for too long.
In what order does Salesforce process the immediate actions associated with Workflow Rules and related business automations for a newly created record?
Workflow rules, Validation rules, Assignment rules, Escalation rules, Auto-response rules
Escalation rules, Validation rules, Workflow rules, Auto-response rules, Assignment rules
Validation rules, Escalation rules, Assignment rules, Auto-response rules, Workflow rules
Validation rules, Assignment rules, Auto-response rules, Workflow rules, Escalation rules
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 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.
Configure a permission set to grant account edit access to specific users and modify the standard user profile.
Configure a profile to grant account view access and a permission set to grant account edit access to specific users.
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.
Add a new field on the opportunity labeled custom sizing.
Make a new custom object related to opportunities for custom sizing.
Add custom sizing as a new product in an order.
What are two Initial Submission Actions that can be performed in an Approval Process?
Choose 2 options.
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.
An outbound message can be sent to another application.
Which two fields are used in Validation Rules?
Choose 2 options.
Owner
Active Date
Error Message
Error Condition Formula
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 custom Object for warranty renewals with the appropriate Sales Process.
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.
Universal Containers created a new custom object to track Inventory items. The Support Team cannot see the Inventory object's tab.
Which two settings should the System Administrator check to find the cause of the problem?
Choose 2 options.
Inventory object Sharing Settings
Inventory object Page Layouts
Support Team Profiles
Support Team Permission Sets
Ursa Major Solar (USM) has a Web-to-Case form on its Lightning Customer Community. USM wants to separate Cases into the following product categories:
-Residential
-Lots/Land
-Commercial
USM has added a picklist field to store this data.
How can the Case be automatically placed in the correct queue upon submission?
Create Record Types for each picklist value and a Business Process to move each Case to the correct Queue.
Create Assignment Rules based on the picklist values to move Cases to a Queue.
Create an Escalation Rule entry for each picklist value and set to zero minutes.
Create Record Types for each picklist value and assign to each product team's profile.
Universal Containers uses a private data access model. Product managers and sales representatives are in different branches of the role hierarchy.
What should an Administrator do to ensure that product managers can report on opportunities in their product line?
Create a sharing rule based on criteria.
Save all opportunity reports in a public folder.
Move all product managers to a role below the sales representatives.
Create a new role for product managers and sales representatives.
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 a Screen Flow with default values
Use Process Builder that launches a flow
Create one Workflow rule per field
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?
Account owner privileges give the AE edit access to all related records by default.
Select the edit all associated contacts option for the AE Role in the Role Hierarchy.
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.
Ursa Major Solars administrator needs to create a custom field to track a specific Tier 2 support user on a case record.
What is the appropriate data type to utilize when creating this custom field?
Lookup relationship
Lookup filter
Formula
Hierarchical relationship
Which three objects have a relationship with a Campaign?
Choose 3 opitions.
Contact
Lead
Opportunity
Account
Contact Role
What can a System Administrator specify in the Company Information page?
Fiscal Year, Password Policies, Default Time Zone
Primary Contact, Chatter Settings, Set Domains
Business Hours, Translation Settings, Corporate Currency
Organization Name, Default Time Zone, Default Language
How can a System Administrator discover who added a field to the account page layout?
Create a poll in the Admin Chatter group.
Run an Account History report.
Download the Setup Audit Trail.
Review the Account Last Modified By field.
A new approval process is being adapted by Ursa Major Solar. After an opportunity has been approved, the contract is sent to the customer for signature as the final step in that process.
How can the administrator implement this functionality?
Use the Salesforce Autosign flow.
Check the "Send PDF" box on the approval process setup.
Install an app from the AppExchange.
Hire a consulting firm to develop a document signing workflow.
Management at Universal Containers has asked their Salesforce admin to help with getting a survey sent via email to it's customers 1 HOUR after they purchase something from the online store.
How should the admin complete this requirement?
Time based workflow
Auto-Response Rules
Scheduled Path in Flow
Time based Process
Ursa Major Solar tracks both user issues and customer issues.
A user issue can be logged as:
-new
-waiting for reply
-closed
A customer issue can be logged as:
-new
-working
-closed
An administrator needs to track both case types.
Which features should be used?
Page Layouts and Record Types
Page Layouts and Process Builder
Record Types and Support Processes
Workflows and Automated Case Users
An administrator needs to configure Ursa Major Solar's Salesforce Mobile app with the company's brand-specific images and color schemes.
Which set of branding options should the administrator use?
Loading Page Logo, Brand Color, Loading Page Color
Loading Page Color, Action Colors, Loading Page Logo
Individual Page Colors, Multiple Loading Page Logos
Tab Colors, Action Colors, Loading Page Logo
Universal Containers is based in San Francisco with sales offices in Tokyo, Japan.
Which step should the System Administrator take to support both Japanese Yen and US Dollars?
Instruct the Tokyo users to update their My Profile page to reflect their location.
Activate multiple currencies.
Set the Default Currency ISO Code to Yen.
Set the Currency Locale to Yen.
The customer support team wants to use a different Page Layout when closing a Case.
Which method should the System Administrator use to fulfill this request?
Record Type and Page Layout
Case Close Page Layout
Field-Level Security
Support Process
Universal Containers created a new product line with a special sales team to sell the products. The sales process for the new line is more complex than the current sales process. The System Administrator added new picklist values to the Stage field for use by the new sales team.
How should the System Administrator configure Salesforce to ensure only the appropriate stages are visible based on the product line?
Create a validation rule to display the appropriate Stages based on product line.
Create new Forecast categories and assign the new Stage picklist values to those categories.
Create a sales process and Opportunity record type for each product line.
Create a validation rule to display the appropriate Stages based on the User's role.
Which set of Salesforce records is exported by choosing the "Export All" option instead of "Export" in Data Loader?
Records for all standard objects in the org.
Records for a specified object and its parent records.
Records for a specified object including records in the recycle bin.
Records for a specified object and its child records.
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?
Outbound Messaging Delivery Queue
Mass Email Queue
Time-Based Workflow Queue
Background Jobs Queue
Which two standard objects are related to Account records?
Choose 2 options.
Product
Cases
Leads
Opportunities
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 Use Case Feed permission is automatically active for all profiles.
By default, the case feed replaces the standard case detail page.
The Service Cloud user feature license is required for case feed.
What are two reasons a user cannot be deactivated?
Choose 2 options.
The user account is frozen.
The user is the recipient of Workflow Email Alerts.
The user is a Customer Community Administrator.
The user is the Owner of open Opportunities.
Ursa Major Solar is adding objects to a custom report type.
How many objects, maximum, can be added to this report type?
One as long as the object has a master-child relationship
Two as long as the objects have associations
Four as long as the objects have associations
Unlimited as long as the objects have associations
Which two changes are tracked in the Setup Audit Trail?
Choose 2 options.
Using the Data Import Wizard
Resetting a user's password
Using the Data Loader
Creating a List View
What is a benefit of using a Lookup Filter instead of a Validation Rule?
Improves user efficiency when selecting a related record.
Better error messages when an incorrect record is selected.
Faster page refresh on the Salesforce Mobile App.
Adds the ability to edit multiple records from list views
How should a sales rep create an all-day event in Salesforce?
Use a task for an all-day event because then no time fields are needed.
Check the all-day event checkbox on the event.
Ensure the event is scheduled for times within the Start and End of Day hours.
Ask the System Administrator to check all-day events in the Activity settings.
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?
One workflow rule with two email alerts.
Two workflow rules with one email alert each.
No workflow rules, but two email alerts.
Four workflow rules for create and update on Opportunities and Accounts.
Custom fields in the Lead object can be mapped to which two types of fields?
Choose 2 options.
Custom Opportunity
Custom Account
Standard Contact
Custom Activity
Universal Containers uses a private sharing model for Cases. Each product line has several product specialists who want to have visibility to all Cases involving their product line.
How should the System Administrator meet this requirement?
Add the product specialists to the Account Team for each Account that has purchased a product from the product line.
Create a pre-defined Case Team for each group of product specialists and assign the team using Case Assignment Rules.
Create an owner-based Case Sharing Rule to share corresponding Cases with the product specialist role.
Change the Org-Wide Default for Cases to Controlled By Parent and add product specialists to Account Teams.
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?
Create a related list to enable the user to view the related products.
Enable the Opportunity setting to prompt users to add products to opportunities.
Create a Workflow Rule on the Opportunity object to add a default Product to Opportunities with no Products.
Set the Org-Wide Defaults for Price Books to Use and Products to Read Only.
Ursa Major Solar (UMS) is using the workflow field update.
Which two actions can UMS complete with this feature?
Choose 2 options.
Apply a specific value to a field.
Update the value of a field on a child object.
Modify the record type of a record.
Choose a formula field for a field update.
Cloud Kicks (CK) has a service console that is used by agents who take calls from customers and stores with questions about products.
The CK case process is complex and agents often make mistakes. To help, the administrator has created a screen flow that guides agents through the process.
How should the administrator deploy the screen flow?
Use a standard action that launches the screen flow.
Create a link that launches the screen flow.
Launch the flow from the utility bar in the console.
Use code to launch the screen flow in a modal
Ursa Major Solar recently purchased 15 new Salesforce licenses.
How many users can an administrator create at the same time on the add multiple users?
A maximum of 15 users.
A maximum of 5 users.
A maximum of 10 users.
An unlimited number of users.
How can multiple Campaign records be associated with a single Opportunity?
Campaign Influence
Campaign Hierarchy
Primary Campaign Source
Campaign Members
Ursa Major Solar has the following process regarding its opportunities:
-There are three different lines of business (Widget A, Widget B, Widget C) that each contain fields specific to that line of business's industry and customers.
-For each line of business, there is a specific set of fields that Sales users should see and a different set of fields that Marketing users should see.
An Administrator needs to configure Page Layouts and Record Types for the Opportunity object so that each team sees what it needs to see, without cluttered layouts containing unnecessary fields.
What should the Administrator do to accomplish this goal?
Create six Record Types (Marketing Widget A, Marketing Widget B, Marketing Widget C, Sales Widget A, Sales Widget B, and Sales Widget C) with six total Page Layouts, one for each Record Type.
Create one Record Type with six Page Layouts (Marketing Widget A, Marketing Widget B, Marketing Widget C, Sales Widget A, Sales Widget B, and Sales Widget C).
Create three Record Types (Widget A, Widget B, Widget C) with six Page Layouts (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, and Marketing Widget C).
Create six Record Types (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, and Marketing Widget C) with one Page Layout.
Universal Containers wants to create a Workflow Rule to send an email alert to members of its Board of Directors, none of whom use Salesforce.
How many of the board members can be added to a single Email Alert?
It is not possible to add additional email addresses to the Email Alert.
Up to 5 additional email addresses can be added to the Email Alert.
Up to 25 additional email addresses can be added to the Email Alert.
Up to 250 additional email addresses can be added to the Email Alert.
Which two User Interface settings should be used to allow users, with all required profile permissions, to edit records in List Views?
Choose 2 options.
Enable Enhanced Page Layout Editor.
Enable Inline Editing.
Enable Enhanced Lists.
Enable Enhanced Profile List Views.
Which two objects can be related to Campaign Members?
Choose 2 options.
Partners
Leads
Contacts
Contact Roles
The marketing team is asked to provide branding and messaging for email templates to be used throughout the customer support process.
In which two locations can the System Administrator implement customer-facing email templates with respect to Cases?
Choose 2 options.
Case Auto-response Rules.
Owner Assignment Notifications.
Support Rep's Send Email options.
Case Escalation Notifications.
Universal Containers uses an Auto-numbering system to uniquely identify each support request. They want customers to know this number as soon as possible.
Which two features should the System Administrator implement to allow customers have quick access to this information?
Choose 2 options.
Self-service Portal
Auto-response Rules
Case Feed Layout Actions
Case Comment Notifications
Universal Containers has a complex sales process with multiple record types, each shared with all Profiles. Some users complain about the Record Type selection screen when creating new Opportunities.
Which two actions should the System Administrator take to allow these users to bypass choosing a Record Type?
Choose 2 options.
Instruct users to update the Default Record Type in My Settings.
Remove Record Types from the users' Profiles.
Remove Record Types from the users' Sales Process.
Remove the Record Type field from the users' Page Layout.
Ursa Major Solar is looking into backup methods.
Which set of small and large data backup methods are available in Salesforce?
Data Loader Exports, Report Exports, and Weekly Data Export Service
Report Exports, Dashboard Exports, and Weekly Data Export Service
Data Loader Exports, Mass Exports, and Weekly Data Export Service
Mass Export Wizard, Weekly Data Export Service, and Data Loader Exports
Which feature should Ursa Major Solar use if they want their support agents who are skilled in a particular product line to own cases directly after customers log them from an automated channel?
Assignment rules
Case escalation rules
Workflow field update
Case team routing
