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WorksheetsAdmin Test 1
Total questions: 64
Worksheet time: 36mins
The VP of sales at CK is receiving an error message that prevents him from saving an opportunity. The admin attempted the same edit without receiving an error. How to tackle this issue?
Log in as the user.
View the setup audit Trail.
Edit the page layout.
Review the sharing model.
A team of support users at CK is helping inside sales reps make follow-up calls to prospects who filled out an "interest form" online. The team currently does not have access to the Lead object. How should an admin provide proper access?
Assign a new role.
Configure permission sets.
Create a new profile.
Set up manual sharing.
Which tool should an admin use to review recent configuration changes made in their org?
Debug Logs
Critical Updates
Filed History Tracking
Setup Audit Trail
Which item is available in a Lightning App where visibility is limited to the Salesforce mobile app?
Utility Bar
Home Page
Today
Favorites
The admin at CK created a new field for tracking returns on their new cloud shoe. A user has submitted a case to the admin indicating that the new field is unavailable. Which two steps should an admin do to troubleshoot this issue? Choose 2 answers
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.
Ensure that the page layout for the user's profile has been updated.
An admin at CK wants to deactivate a user who has left the company. What can prevent a user from being deactivated? Choose 2 answers
The user is the recipient of a workflow Email alert.
The user is the highest role in the role hierarchy
The user is part of a territory hierarchy.
The user is in a custom hierarchy field.
An admin at DH Realty needs to create customized pages for the Salesforce mobile app. Which two types of pages could an admin build and customize using the Lightning App builder?Choose 2 answers
User page
App page
Dashboard page
Record page
UC has two sales teams, sales team A and sales team B. Each team has its own role in the role hierarchy. Both roles are subordinates of the same Manager role. How should the admin share records owned by sales team A with sales team B?
Use manual sharing
Hierarchical sharing
Criteria-based sharing
Owner-based sharing
CK wants its reports to show a Fiscal Year that starts on February 1 and has 12 months. How should the admin address this requirement
CK wants its reports to show a Fiscal Year that starts on February 1 and has 12 months. How should the admin address this requirement
Set the Fiscal Year to Standard and set the starting month as February.
Set the Fiscal Year to Custom and set the starting month as February.
Set the Fiscal Year to Standard and the duration to 12 months.
The admin at UMS needs to make sure that unassigned cases from VIP customers get transferred to the appropriate service representative within 5 hours and VIP customers have access to the support 24 hours a day. How should this be configured?
Business Hours
Case Queues
Escalation Rules
Assignment Rules
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 admin configure to meet this requirement?
Case Escalation Rules
Case Escalation Rules
Case Dashboard Refreshes
Case Scheduled Reports
CK wants to have consistency when communicating with customers on cases. The company has requested messages to be sent in an email channel with categories to help search for the proper message. Which solution should an admin suggest to meet this requirement?
Prebuilt Email Templates
Prebuilt Auto-Responses
Prebuilt Quick Texts
Prebuilt Flow Templates
The support manager at CK 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 admin suggest to meet these requirements?
Knowledge Articles
Assignment Rules
Auto-Response Rules
Email Alerts
NTO wants emails received from customers to generate cases automatically. How should the admin ensure that the emails are sent to the correct queue？
Configure Email-to-Case so emails are delivered to the correct queue.
Use a custom email service to set the owner of the case upon creation.
Create an Escalation Rule to send cases to the correct queue
Utilize a flow to identify the correct queue and assign the case.
UC has a queue that is used for managing tasks that need to be worked on by the customer support team. The same team will now be working on some of UC's Cases. Which two options should the admin use to help the support team? Choose 2 answers
Use Assignment rules to set the queue as the owner of the case.
Configure a flow to assign the cases to the queue.
Add Cases to the existing queue as available objects
Create a new queue and add Cases as an available object
CK wants to allow customers to create their own cases while visiting its public homepage. What should the administrator recommend?
Omnl-Channel
Web-to-Case
Emall-to-Case
SMS Response
Which two actions should an administrator perform with Case escalation rules? Choose 2 answers
Re-open the Case.
Re-assign the Case.
Change the Case Priority
Send email notification
An admin is on a tight deadline to create dashboards for the sales and marketing teams at AW Computing. What should the admin do to meet the deadline without increasing the budget?
Train someone on the sales and marketing teams to build dashboards
Hire a consultant to build the custom dashboards.
Check the AppExchange for a prebuilt solution that can be easily customized.
Build the dashboards manually to meet the deadline.
Users at CK want to be able to create a task that will repeat every two weeks. What should an admin do to meet this requirement?
Enable Creation of Recurring Tasks
Workflow rule to create recurring tasks
Turn on Recurring Activities
Flow to create recurring tasks
CK wants to try out an app from AppExchange to ensure that the app meets its needs. Which two options should the admin suggest? Choose 2 answers
Install in a sandbox.
Test Drive in a production org.
Download into a Trailhead Playground.
Check edition compatibility.
UMS offers amazing experiences for all of its employees. The employee engagement committee wants to post updates while restricting other employees from posting. What should the admin create to meet this request？
Chatter Broadcast Group
Chatter Stream
Chatter Unlisted Group
Chatter Recommendations
CK has a customer success agent going on leave and needs to change ownership on multiple cases. Which two users are able to fulfill this request? Choose 2 answers
A user with Read permission on the account.
A user with Read permission on the account.
A user with the Manage Cases permission.
A user with the System admin profile.
NTO wants to know the average stage duration for all closed opportunities. How should an admin support this request?
Use Process Builder to capture the daily average on each Opportunity.
Refresh weekly reporting snapshots for Closed Opportunities
Add formula fields to track Stages on each Opportunity.
Run the Opportunity Stage Duration report.
UMS 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 reverting the Case back to its previous status. Which feature should an admin use to fulfill this request?
Dependent Picklists
Global Value Picklists
Predefined Field Values
Validation Rules
An admin at CK needs to export a file of closed-won opportunities from the last 90 days. The file should include the Opportunity Name, ID, Close Date, and Amount. How should the admin export this file?
Data Export Service
Data Loader
Data Export Wizard
Data Import Wizard
NTO has the Case object set to private. The support manager raised a concern that reps have a broader view of data than expected and can see all cases on their group's dashboards. What could be causing reps to have inappropriate access to data on dashboards?
Dynamic Dashboards
Dashboard Filters
Public Dashboards
Dashboard Subscriptions
Users at DH Realty are only allowed to see opportunities they own. Leadership wants an enterprise-wide dashboard of all open opportunities in the pipeline So that users can see how the company is performing at any point in time. How should an admin create the dashboard without changing any sharing settings?
Update the dashboard folder settings to the manager for the sales reps role.
Build individual dashboards for profiles that need to see the enterprise results.
Add a filter to the dashboard to filter the opportunities by owner role
Create a dashboard with the running user set as someone who can see all opportunities.
The marketing director at NTO has requested that the Budget field be populated in order for the Lead Status field to be marked as qualified. What tool should the admin use to fulfill this request?
Lead Conversion
Workflow Rule
Require filed
Validation Rule
An admin has been asked to change the data type of an auto number to a text field. What should the admin be aware of before changing the field?
The existing field values will be deleted
The existing Auto Number field to Text is prevented.
The existing filed values will be converted
The existing field values will remain unchanged.
The admin at UMS has created a new record type for customer warranty Cases. Which two assignments should the admin use to display the new record type to users? Choose 2 answers
Role Assignment
App Manager Assignment
Page Layout Assignment
Profile Assignment
UC 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?
Define multiple record types.
Create different user profiles.
Update page layout assignments.
Assign Lightning pages as app default.
AW Computing needs to capture a loss reason in a rich text field when an opportunity is closed lost. How should an admin configure this requirement?
Check the required checkbox on the Loss Reason field in Object Manager.
Create a validation rule to display an error if the stage is closed lost and Loss Reason is blank.
Configure a workflow rule to display an error if Loss Reason is blank.
Select the required checkbox next to the Loss Reason field on the page layout.
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?
Component Visibility
Page Layout Assignment
Sharing Settings
Record Type Assignment
Sales reps at CK want to be notified when they have a high likelihood of winning an opportunity over $1,000,000. Which feature meets this requirement?
Big Deal Alerts
Key Deals
Performance Chart
Activity Timeline
Sales reps miss key fields when filling out an opportunity record through the sales process. Reps need to move forward in stages but are unable to enter a previous stage. Which three options should the admin use to address this need? Choose 3 answers
Enable guided selling.
Mark fields required on the page layout.
Use validation rules.
Use Flow to mark fields required
Configure Opportunity Path.
UMS wants to know which of its marketing efforts are helping the team win opportunities. What should an admin configure to provide these insights?
Campaign Hierarchy
Map Custom Lead fields
Campaign Influence
List Email Activities
DH Realty just announced its new Home Concierge offering. This product is unlike anything the company has offered in the past and follows a different business model. What should the admin configure to meet this requirement？
Create a new sales process.
Create a quick action.
Create a new Opportunity product.
Create a new approval process.
The marketing team at UMS wants to send a personalized email whenever a lead fills out the Web-to-Lead form on their website. They want to send different messages based on the Lead Industry field value. What should an admin configure to meet this requirement?
Configure an Auto-Response Rule to email the lead.
Create an Assignment Rule to email the lead.
Add a public group and Process Builder to email the lead.
Use a Validation Rule to trigger Workflow to email the lead.
UMS 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 admin has assigned the customer account page layout to sales and support users and the partner account layout to the partner management team. What should the admin configure to differentiate customer and partner accounts?
Use 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.
Cloud Kicks wants to give credit to Opportunity team members based on the level of effort contributed by each person toward each deal. What feature should the admin use to meet this requirement?
List Views
Queues
Stages
Splits
NTO wants to calculate how much revenue has been generated for each of its marketing campaigns. How should an administrator deliver this information?
Create a roll-up summary field on Opportunity to Campaign
Add a Total Value field on Campaign and use a workflow rule to update the value when an opportunity is won
Perform periodic data jobs to update campaign records.
Design a standard Campaign report and add the Value Won Opportunities in Campaign field.
NTO 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 Role.
Add the Opportunity Contact Role related list to the Opportunity page layout.
Customize Campaign Member Role.
Add the Campaign Member related list to the Opportunity page layout.
Customize Opportunity Contact Role
The admin at CK updated the custom object Event to include a lookup field to the primary contact for the event. When running an Event report, they want to reference fields from the associated contact record. What should the admin do to pull contact fields into the custom report?
Configure formula fields on Event to populate contact information.
Create a new report type with Event as the primary object and Contact as a related object
Edit custom Event report type and add fields related via lookup.
Use a dashboard with filters to show Event and contact data as requested.
CK has created a screen flow for their sales team to use when they add new Leads. The screen flow collects name, email, and shoe preference. Which two things should the admin do to display the screen flow? Choose 2 answers
Create a tab and add the screen flow to the page.
Use a flow element and add the screen flow to the record page.
Add the flow in the utility bar of the console.
Install an app from AppExchange.
CK has asked the admin to test a new screen flow that creates contacts. What are the two key components of testing the flow? Choose 2 answers
Run the flow using it to create contacts
Test the flow in a sandbox.
Use debug to test the flow in Flow Builder.
Set up a flow interview to test the flow
An admin at UMS needs to send information to an external accounting system whenever an opportunity closes. What workflow action should the admin use to accomplish this?
Outbound Message
Create a Record
Assign Task
Custom Notification
The business development team at CK thinks the Account creation process has too many fields to fill out and the page feels cluttered. They have requested the admin to simplify the process. Which automation tool should an admin use?
Flow builder
Workflow Rule
Approval Process
Validation Rule
The admin at AW Computing wants to send off client welcome tasks and a welcome email to the primary contact automatically when an opportunity is closed won. What automation tool best accomplishes this?
Approval Process
Process Builder
Outbound Message
Validation Rule
UC would like to count the number of open cases associated with each Account and update the Account with this value every Friday evening. UC has several hundred open cases at any given time. What should the admin use to complete this request?
Use a Roll-Up Summary field on Case
Use a record-triggered Flow.
Use a scheduled Flow.
Use a scheduled Process Builder.
An admin needs to store the ID of a record type for later use in a flow. Which kind of variable should the admin use?
ID variable
Text variable
Record variable
Boolean variable
DH Realty wants to offer a form on its Experience Cloud site where inspectors will submit findings from a property inspection. Which feature should an admin place on the page to fulfill this requirement?
Related List
Auto-launched Flow
Screen Flow
Record Detail
An admin wants to trigger a follow-up task for the opportunity owner when they close an opportunity as won, and another task after 60 days to check in with the customer. Which two automation tools should the admin use? Choose 2 answers
Process Builder
Field Update
Workflow Rule
Outbound Message
CK users are seeing error messages when they use one of their screen flows. The error messages are confusing but could be resolved if the users entered more information on the account before starting the flow. How should the admin address this issue?
Remove validation rules so that the users are able to proceed without complete records
Use a fault connector and display a screen with text explaining what went wrong and how to correct it
Uncheck the End User Flow Errors box in Setup.
Create a permission set to allow users to bypass the error.
DH Realty has an approval process. A manager attempts to approve the record but receives an error. What should the admin do to troubleshoot this request？
Check if the user in the next approver is inactive or missing.
Add a delegated approver for the next approver in the process.
Review the page layout to ensure the fields updated in the process are visible.
Update the field-level security to view fields that are updated in the process.
When a Cloud Kicks opportunity closes, the company would like to automatically create a renewal opportunity. Which two automation tools should an admin use to accomplish this request? Choose 2 answers
Flow Builder
Workflow Rule
Approval Process
Process Builder
The sales manager at Cloud Kicks approves time off for their employees. They asked the admin to ensure these requests are seen and responded to by a backup manager while the sales manager is out on vacation. What should the admin use to fulfill the requirement?
Delegated admin
Approval History Related List
Delegated Approver
Two-Step Approval Process
The admin at AW Computing wants Account details, related lists, and Chatter feeds to each appear on separate tabs when viewing an Account. What type of component should the admin add or configure on the lightning page?
Lightning app page
Lightning page tab
Lightning record page
Lightning page component
CK has a new admin who is asked to put together a memo detailing Salesforce usage to budget for upcoming license purchases. Where should the admin go to find out what type of licenses CK has purchased and how many of them are available？
User licenses related list in company information
Usage-based entitlements related list in company information
Search for licenses types in setup
User management settings in setup
Which three aspects of standard fields should an admin customize? Choose 3 answers
Field history tracking
Field name
Help text
Decimal places
Picklist values
Sales users at CK are requesting that the data in the Industry field on the Account object displays on the Opportunity page layout. Which type of field should an admin create to accomplish this?
Cross-object formula field
Custom Account field
Master-detail relationship field
Standard Account field
CK has a custom object named Shoe. The admin has been asked to ensure that a relationship is created between Account and Shoe to prevent orphaned shoe records. What should the admin do to complete this requirement?
Create a hierarchical lookup
Create a master-detail lookup
Create an indirect lookup
Create an encrypted lookup
Users at CK want to see information more useful for their role on the Case page. How should an admin make the pages more dynamic and easier to use?
Include more tab components with filters.
Add component visibility filters to the components.
Delete the extra components from the page.
Remove fields from the record details component.
An admin 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 on the Account page. How should the admin accomplish this？
Create a new page layout and a new section titled highlights panel.
Make the field required and move it to the top of the page
From the page layout editor, drag the field to the highlights panel.
In the Account object manager, create a custom compact layout
Cloud Kicks wants to track shoe designs by product. Shoe designs should be unable to be deleted, and there can be multiple designs for one product across various stages. Which two steps should the admin configure to meet this requirement? Choose 2 answers
Add a custom master-detail field for shoe designs on the Product object.
Create a custom object for shoe designs.
Configure a custom lookup field for shoe designs on the Product object.
Use the standard object for designs.
