WorksheetsSalesforce Admin
Total questions: 167
Worksheet time: 5hrs 7mins
Sales managers would like to know what could be implemented to surface important values based on the stage of the opportunity.
Which tool should an administrator use to meet the requirement?
Dynamic forms
Path key fields
Opportunity processes
Workflow rules
The Administrator at Ursa Major Solar imported records into an object by mistake.
Which two tools should be used to undo this import?
Choose 2 answers
Weekly Data Export
Mass Delete Records
Data Loader
Data Import Wizard
Cloud Kicks wants to track shoe designs by products. Shoe designs should be unable to be deleted, and there could be multiple designs for one product across various stages.
Which 2 steps should the Administrator
configure to meet this requirement?
Choose 2 answers
Create a Custom Object for shoe design.
Configure a Custom Lookup Field for shoe design on the product object.
Add a custom master detail field for shoe design on the Product Object.
Use the Standard Object for designs.
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?
Assignment Rule
Validation Rule
Field-Level Security
Approval Process
What are 3 characteristics of a master-detail relationship?
Choose 3 answers
The master object can be a standard or custom object.
Permissions for the detail record are set independently of the master.
Each object can have up to five master-detail relationships.
Roll-up summaries are supported in master-detail relationships.
The owner field on the detail records is the owner of the master record.
The Marketing Director at Northern Trail Outfitters has requested that the budget field is populated in order for the Lead Status field to be marked as qualified.
What tool should the Administrator use to fulfill this request?
Lead Conversion
Require Field
Workflow Rule
Validation Rule
Universal Containers has enabled Data Protection and Privacy for its org.
Which page layouts will have the Individual field available for
tracking data privacy information?
Case and Opportunity
Account and User
Contact, Lead, and Person Account
Individual, User, and Account
When users log in to Salesforce via the user interface, which 2 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
Cloud Kicks has a custom object called Shipments. The company wants to see all the shipment items from an Account Page. When an Account is deleted, the shipments should remain.
What type of relationship should the Administrator make
between Shipments and Account?
Shipments should have a lookup to Account.
Accounts should have a lookup to Shipments.
Shipments should have a master-detail to Accounts.
Accounts should have a master-detail to Shipments.
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?
Page Layout
Component Filter
Lightning page
Home page
Cloud Kicks want its reports to show a Fiscal Year that
starts on February 1 and has 12 months.
How Should the Administrator Address this requirement?
Set the Fiscal Year to Custom and the starting month as February.
Set the Fiscal Year to Custom and the duration to 4 quarters.
Set the Fiscal Year to Standard and the starting month as February.
Set the Fiscal Year to Standard and the duration to 12 months.
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 {!Contact.Id} global variable
Use the {!Account.Id} record variable
Use the $Record global variable
Use the Get Records element to find the Id
An Administrator at Universal Containers is reviewing current security settings in the company's Salesforce Org.
What should the Administrator do to prevent
unauthorized access to Salesforce?
Disable TLS requirements for sessions
Enable multi factor authentication
Customize organization wide default
Enable caching and autocomplete on login page
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?
Cloud Kicks 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 Administrator address this issue?
Remove validation rules so that the users are able to process without complete records.
Create a permission set to allow users to bypass the error.
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.
The Sales Manager at Dream House Realty wants the Sales Users to have a quick way to view and edit the Opportunities in their pipeline expected to close in the next 90 days.
What should an Administrator do to accomplish this request?
Create a custom report and schedule the sales users to receive it each day as a reminder to update their opportunities.
Enable Sales Console and show users how to open a tab for each opportunity in the pipeline that meets the requirements.
Create a list view on the Opportunity object and recommend users switch the view to Kanban to edit by drag and drop.
Make a new Sales dashboard and add a component that shows all opportunities that meet the criteria.
The Administrator at Universal Containers wants to add branding to Salesforce.
Which 2 considerations should the Administrator keep in mind?
Choose 2 Answers.
Only one theme can be active at a time, and a theme applies to the entire org.
Themes apply to salesforce classic and to the salesforce mobile app.
Up to 150 custom themes can be created, modified, or cloned from the built-in themes.
Chatter external users see the built-in Lightning theme only.
The Administrator at Cloud Kicks has created an approval process for time off requests. Which 2 automated actions are available to be added as part of the approval process?
Choose 2 answers
Field Update
Chatter Post
Auto launched Flow
Email Alert
Support Agents at Cloud Kicks are spending too much time finding resources to solve cases. The agents need a more efficient way to find documentation and similar cases from the Case Page Layout.
How should an Administrator meet this requirement?
Create a custom object to capture popular case resolutions.
Use an interview flow to capture Case details.
Direct users to Global Search to look for similar cases.
Configure Knowledge with articles and data categories.
An Administrator at Cloud Kicks 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 Administrator export this file?
Data Export Wizard
Data Import Wizard
Data Export Wizard
Data Loader
The Administrator for AW Computing is working with a User who is having trouble logging in to salesforce.
What should the Administrator do to identify why the user is unable to login?
Review the Security Token
Review the Password History
Review the Password Policies
Review the Login History
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 two hours to an urgent Case Queue and alert
the Support Manager.
Which feature should an Administrator configure to meet this requirement?
Case Escalation Rules
Case Dashboard Refreshes
Case Scheduled Report
Case Assignment Rules
Cloud Kicks has asked the Administrator to test a new screen flow that creates contacts.
What are 2 key components of testing the flow?
Choose 2 answers
Set Up a flow interview to test the flow
Run the flow using it to create the contacts
Use Debug to test the flow in Flow Builder
Test the flow in a sandbox
A team of Support Users at Cloud Kicks is helping Inside Sales Reps make follow-up calls to prospects that filled out an interest online. The team currently does not have access to the lead object.
How should an Administrator provide proper access?
Create a new profile
Configure permission sets
Assign a new role
Set Up Manual Sharing
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 is inactive
The flow URL is deactivated
The flow trigger is missing
The Administrator at Ursa Major Solar has created a new record type for customer warranty cases.
Which 2 assignments should the Administrator use to display the new record type to users?
Choose 2 answers.
Profile Assignment
Role Assignment
App Manager Assignment
Page layout Assignment
Northern Trail Outfitters (NTO) has deployed my domain. The Chief Marketing Officer wants to make sure that all of the Salesforce Users log in using the branded login URL. There needs to be a grace period for the user's bookmarks to be updated.
How should the administrator configure the policies in my domain settings?
Set the login policy to require login from https://nto.my.salesforce. com
Set the Redirect policy to Do Not redirect.
Set the redirect policy to Redirect with a warning to the same page within the domain
Set the login policy to prevent login from https://login.salesforce. com
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
Scheduled Flow
Screen Flow
The Administrator at Cloud Kicks created a new field for tracking returns on their new cloud shoe. A user has submitted case to the administrator indication that the new field is unavailable.
Which 2 steps should an Administrator do to troubleshoot this issue?
Choose 2 answers.
Ensure that the Page Layout for the User's profile has been updated.
Run the Setup Audit Trail for the organization.
Update the Organization-Wide Default for the object.
Review the Field Level Security of the field for the user profile.
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?
The Dream-House Realty team has a Master-Detail Relationship set up with Open House as the parent object and visitors as the child object.
What type of field should the Administrator add to the
open house object to track number of visitors?
Roll-up Summary
Multi-select Picklist
Cross-object formula
Indirect lookup
Once an Opportunity reaches the negotiation stage at Cloud Kicks, the Amount fields becomes required for Sales Users. Sales Managers need to be able to move opportunities into this stage without knowing the amount.
How should the Administrator require this field during the negotiation
stage for Sales Users but allow their managers to make changes?
Make the field required for all users.
Create a Formula Field to fill in the field for managers.
Assign the Administrator Profile to the managers.
Configure a validation rule to meet the criteria.
An Administrator supporting a global team of Salesforce Users has been asked to configure the company settings.
Which 2 options should the Administrator configure?
Choose 2 Answers.
Login Hours
Password Policy
Default Language
Default Currency
Universal Containers introduced a new product and wants to track all associated cases that get logged. They are looking for an automated solution that would give the product's two lead engineers read/write access to all new cases that reference the new product.
What should an Administrator do to satisfy this requirement?
Create a queue and a criteria-based sharing rule.
Create a predefined case team and an assignment rule.
Create a user-based sharing rule and an ad-hoc case team.
Create an auto-response rule and a public group.
Users at Universal Containers would like to visually see the Sales Stages on an Opportunity page. The Administrator is configuring a path for Opportunities.
Which is an important consideration for path configuration?
Kanban views for Path must be configured manually.
The Owner field can be edited in the key fields Panel.
Celebrations are unable to be added to a path.
Path can include guidance and key fields for each stage.
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?
Reduce the number of case status values to five.
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.
Edit the status choices directly on the record type.
What are 2 considerations an Administrator should keep in mind when working with Salesforce objects?
Choose 2 answers.
Custom and standard objects have standard fields.
Standard objects are included with Salesforce.
A new standard object can be created.
Only standard objects support master-detail relationships.
What should an Administrator use as an identifier when importing
and updating records from a separate financial system?
Auto-Number field
External ID
Rich text field
Record ID
Cloud Kicks intends to protect it's Data with backups by using the Data Export Service.
Which 2 considerations should the Administrator remember when scheduling the export?
Choose 2 Answers.
Metadata Backups are limited to sandbox refresh intervals.
Data Backups are limited to weekly or monthly intervals.
Data export service should be run from a sandbox.
Metadata backups must be run via a separate process.
Analytics Users at Cloud Kicks need to have Read, Create, and Edit access for Objects and should be restricted from deleting any records.
What should the Administrator do to meet this requirement?
Assign the standard System Administrator profile to the analytical user.
Give the user View-All access and assign them to the highest role in the role hierarchy.
Create and assign a custom profile with delete access removed for each object.
Create and assign a permission set that includes Read, Create, and Edit access.
Dream House Realty needs to use consistent picklist values in the category field on Accounts and Cases, with values respective to record types.
Which 2 features should the Administrator use to fulfill this requirement?
Choose 2 options.
Multi-select picklist
Dependent picklist
Global picklist
Custom picklist
The Administrator has been asked to automate a simple field update
on the account. When a support agent changes the status of the
account to 'Audited', they would like the system to automatically
update the Audited date field on the account with today's date.
Which tool should the Administrator use to complete this automation?
Approval process
Formula Field
Flow Builder
Validation Rule
DreamHouse Realty (DHR) wants a templated process with a mortgage calculator that generated leads for loans. DHR needs to complete the project within 30 days and has maxed out its budget for the year.
Which AppExchange item should help the administrator to meet the request?
Lightning Data
Lightning Community
Flow Solutions
Bolt Solutions
Which tool should an administrator use to identify and fix potential session vulnerabilities?
Field History Tracking
Setup Audit Trail
Security Health Check
Organization-Wide Defaults
Ursa Major Solar wants to assist users with a guided expense report process to simplify submissions, routing, and authorizations.
Which two tools should an administrator use to build this solution?
Choose 2 answers.
Validation Rule
Flow Builder
Approval Process
Quick Action
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 2 tools should and administrator configure?
Choose 2 answers.
Quick Action
Outbound Message
Approval Process
Email Alert Action
Ursa Major Solar has service level agreements (SLA) that are routed to support queues. Cases that meet the 24 hour SLA need to be automatically re-assigned to the next tier queue.
Which feature should be used to fulfill this requirement?
Einstein Case Routing
Auto-response rule
Case assignment rule
Case escalation rule
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 2 actions should the Administrator take to preserve the integrity of the source reports?
Choose 2 answers.
Create a new report folder with viewer access.
Move the dashboard to the user's private folder.
Move the dashboard reports to the view-only folder.
Change the dashboard to be a dynamic dashboard
Cloud Kicks is partnering with a used shoe store and second-hand bicycle emporium. Cloud Kicks has an automated business process it 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?
Create a workflow rule with an outbound message.
Set up a scheduled process in Process Builder.
Configure a scheduled flow in flow Builder.
Use a process to update the account when it is edited
Cloud Kicks 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 2 things should the Administrator 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 the AppExchange.
Which two capabilities are considerations when marking a field as required in Object Manager?
Choose 2 answers.
The field is not required to save records via the API on that object.
The field is universally required to save a record on that object.
The field is added to every page layout on that object.
The field is optional when saving records via web-to-lead and web-to-case.
Which two objects can an Administrator customize in the Stage Setup Flow?
Choose 2 answers.
Leads
Campaigns
Opportunities
Campaign Members
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?
Update page layout assignments.
Define multiple record types.
Assign Lightning pages as app default.
Create different user profiles.
Cloud Kicks needs to be able to show different picklist values for sales and marketing users.
Which 2 options will meet this requirement?
Choose 2 answers.
One page layout, two record types, one picklist
Two page layouts, one record type, two picklists
Two permission sets, one record type, one picklist
One record type, two profiles, one picklist
The VP of Sales at Cloud Kicks is receiving an error message that prevents them from saving an Opportunity. The Administrator attempted the same edit without receiving an error.
How can the Administrator validate the error the user is receiving?
Edit the page layout
View the setup audit trail
Log in as the user
Review the sharing model
The business development team at Cloud Kicks thinks the account creation process has too many fields to fill out and the page feels cluttered. They have requested the Administrator to simplify the process.
Which automation tool should an Administrator use?
Approval process
Workflow rule
Flow builder
Validation rule
Which two actions should an administrator perform with Case escalation rules? Choose 2 answers.
Re-open the Case
Send email notifications
Change the Case Priority
Re-assign the Case
Users have noticed that when they click on a report in a dashboard to view the report details, the values in the report are different from the values displayed on the dashboard.
What are the two reasons this is likely to occur?
Choose 2 answers.
The report needs to be refreshed
The dashboard needs to be refreshed
The current user does not have access to the report folder
The running dashboard user and viewer have different permissions
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?
Assignment Rule
Case Escalation Rule
Omni-Channel Supervisor
Formula Field
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?
Flow Builder
Workflow Rule
Platform Event
Process Builder
Northern Trail Outfitters wants to use contract hierarchy in its Org to display contact association.
What should the Administrator take into consideration regarding the contact hierarchy?
Customizing hierarchy columns changes the recently viewed Contacts list view.
Contacts displays in the contact hierarchy are limited to record-level access by User.
Contact Hierarchy is limited to only 3,000 contacts at one time.
Sharing setting are ignored by contacts displayed in the Contact Hierarchy.
An Administrator has assigned a permission set group with the two-factor authentication for User Interface Logins permissions and the two-factor authentication for API Logins permission to a group of users.
Which 2 prompts will happen when one of the users attempts to log in to Data Loader?
Choose 2 answers.
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.
Users need to download and install an authenticator app on their mobile device.
Users need to enter a verification code from email or SMS, whichever has higher priority.
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?
Set up Big Deal Alerts for the amount.
Enable Opportunity Update Reminders.
Opportunity warning in Kanban View.
Add a Key Deals component on the homepage.
Cloud Kicks has a Customer Service Agent going on leave and needs to change the ownership of multiple cases.
Which two users are able to fulfill this request?
Choose 2 answers.
A User with Read Permission on account.
A User with manager role above the agent.
A User with the System Administrator profile.
A User with the Manage Cases Permission.
When an Opportunity closes at Cloud Kicks, the company would like to automatically create a renewal opportunity.
Which 2 automation tools should an Administrator use to accomplish this request? Choose 2 answers.
Approval Process
Flow Builder
WorkFlow Rule
Process Builder
Cloud Kicks has the organization-wide sharing default set to private on the "shoe object". The Sales Manager should be able to view a report containing shoe records for all of the sales reps on their team.
Which 3 items should the administrator configure to provide appropriate access to the report?
Choose 3 answers.
Custom report type
Folder access
Report subscription
Field level security
Role Hierarchy
Ursa Solar Major is evaluating Salesforce for its service team and would like to know what objects were available out of the box.
Which 3 of the standard objects are available to an Administrator considering a support use case?
Choose 3 answers.
Contract
Case
Ticket
Request
Account
Users at DreamHouse Reality 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 Administrator create the dashboard without changing any sharing setting?
Update the dashboard to folder settings to "Manager" for the sales reps role.
Add a filter to the dashboard to filter the opportunities by owner role.
Build individual dashboards for profiles that need to see the enterprise results.
Create a dashboard with the running User set as someone who can see all Opportunities.
An Administrator 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 2 automation tools should the Administrator use?
Choose 2 answers.
Process Builder
WorkFlow Rule
Field Update
Outbound Message
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 2 features should the Administrator configure?
Choose 2 answers.
Sales Quotes
Opportunity List View
Forecasting
Opportunity Stages
Which three aspects of standard fields should an Administrator customize?
Choose 3 answers.
Picklist Values
Help Text
Field History Tracking
Decimal Places
Field Name
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?
Related Lookup Filters
Compact Layout Editor
Page Layout Editor
Search Layout Editor
Universal Containers (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 Administrator use to complete this request?
Use a record trigger Flow.
Use a scheduled Process Builder.
Use a Roll-Up Summary.
Use a scheduled Flow.
The Cloud Kicks Sales Manager wants to boost productivity by providing insights at the start of each day.
Which three sales-specific standard Lightning components should the Administrator add to the homepage to meet this requirement?
Choose 3 Answers.
Activities
Path
Assistant
Key Deals
Performance Chart
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 Service 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 three sales processes. Create three record types and one page layout.
Create one sales process. Create three record types and three page layouts.
Create three sales processes. Create three record types and three page layouts.
Create one sales process. Create one record type and three page layouts.
At Cloud Kicks, Sales Reps use discounts on the Opportunity Record to help win sales on products. When an Opportunity is won, they then have to manually apply the discount on the related opportunity products. The Sales Manager has asked if there is a way to automate this time consuming task.
What should the Administrator use to deliver this requirement?
Flow Builder
Approval Process
Prebuild Macro
Formula Field
The Administrator at Cloud Kicks has a Custom Picklist Field on Lead, Which is missing on the Contact when leads are converted.
Which 2 items should the Administrator do to make sure these values are populated?
Choose 2 answers.
Create a custom picklist field on Contact.
Update the Picklist value with a Validation Rule.
Map the Picklist Field on the Lead to the Contact.
Set the Picklist Field to be required on the Lead Object.
Which two solutions could an Administrator find on the AppExchange to enhance their organization?
Choose 2 answers.
Communities
Consultants
Components
Customers
Users at Cloud Kicks want to be able to create a task that will repeat every two weeks.
What should an Administrator do to meet the requirement?
Enable creation of recurring tasks.
Flow to create recurring
tasks.
Workflow Rule to create recurring tasks.
Turn on Recurring Activities.
New Leads need to be routed to the correct Sales Person based on the Lead address.
How should the Administrator configure this requirement?
Create Formula Field.
Use Lead Assignment Rules.
Assign with an Escalation Rule.
Configure a Validation Rule.
Sales Reps at Ursa Major Solar are having difficulty managing deals. The leadership team has asked the Administrator to help Sales Reps prioritize and close more deals.
What should the Administrator add to help close more deals?
Einstein Lead Scoring
Einstein Search Personalization
Einstein Activity Capture
Einstein Opportunity Scoring
DreamHouse Reality needs to use consistent picklist values on a category field on accounts and cases, with values respective to record their types.
Which 2 features should the Administrator use to fulfill this requirement?
Choose 2 Answers.
Dependent Picklist
Global Picklist
Multi-Select Picklist
Custom Picklist
A User at Northern Trail Outfitters is having trouble logging into Salesforce. The user's login history shows that this person has attempted to log in multiple times and has been locked out of the organization.
Which 2 ways should the Administrator help the User log into Salesforce?
Choose 2 answers.
Use the unlock button on the user's record detail page.
Log in as the user to unlock the user and reset the password.
Reset the password policies to allow the user to login.
Reset password on the user's record detail page.
The Administrator at Cloud Kicks needs to automatically route support cases, regardless of how they are created, to a queue based on case priority.
What tool should the Administrator use?
Email-to-Case
Assignment Rules
Auto-Response Rules
Web-to-case
The Call Center Manager at Ursa Major Solar wants to provide agents with a case dashboard that can be drilled down by case origin, status and owner.
What should an Administrator add to the dashboard to fulfil the request?
Dashboard Filter
Bucket column
Dashboard component
Combination Chart
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 fulfil the request?
Freeze the user to prevent them from logging in 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.
Change the user's profile to read-only while removing them from being referenced in the Direct Manager Field.
Delete the user and leave all records where they referenced in the Direct Manager Field without changes.
The Human Resources Department at Northern Trail outfitters wants employees to provide feedback about their managers using a custom object in Salesforce. It is important that managers are unable to see the feedback records from their staff.
How should an Administrator configure the custom object to meet this requirement?
Uncheck grant access using Hierarchies.
Define a criteria-based sharing rule.
Set the default external access to private.
Configure an owner-based sharing rule.
Sales Users at Cloud Kicks are requesting that the data in the industry field on the Account object displays on the Opportunity Page Layout.
Which type of the field should an Administrator create to accomplish this?
Custom Account Field
Standard Account Field
Cross Object Formula Field
Master detail relationship Field
At Universal Containers, there is a custom field on "Leads" named "Product Category". Management wants this information to be part of the Opportunity upon lead conversion.
What action should the Administrator take to satisfy the request?
Map the lead custom field to the product's product category field.
Create a workflow to update Opportunity fields based on the lead.
Create a custom field on the Opportunity and map the two fields.
Configure the product categories Picklist Field on the product.
Northern Trail Outfitters has asked an Administrator to ensure that when a contact with a title of CEO is created, the contact's account record gets updated with the CEO's name.
Which feature should an Administrator use to implement this request?
Quick Action
Workflow Rule
Process Builder
Validation Rule
Northern Trail Outfitters wants emails received from customers to generate cases automatically.
How should the Administrator ensure that the emails are sent to the correct queue?
Utilize a flow to identify the correct queue and assign the case.
Use a custom email services to set the owner of the case upon creation.
Create an Escalation Rules to send cases to the correct queue.
Configure Email-to-Case so emails are delivered to the correct queue.
Sales Reps at Ursa Major Solar are having difficulty managing deals. The leadership team has asked the Administrator to help Sales Reps prioritize and close more deals.
What can the Administrator configure to help with these issues?
Einstein Activity Capture
Einstein Opportunity Scoring
Einstein Search Personalization
Einstein Lead Scoring
Cloud Kicks needs to change the owner of a case when it has been open for more than 7 days.
How should the Administrator complete this requirement?
Auto - Response Rules
Validation Rule
Escalation Rule
Assignment Rule
The Sales Manager at Cloud Kicks approves time off for their employees. They asked the Administrator to ensure these requests are seen and responded to by a backup manager while the Sales Manager is out on vacation.
What should the Administrator use to fulfill the requirement?
Delegated approver
Two step Approval process
Approval history related list
Delegated Administrator
What are 3 Settings an Administrator should configure to make it easy for approvers to respond to approval requests?
Choose 3 Answers.
Update the organizations chatter setting to allow approvals.
Enable the organizations Email approval response setting.
Specify initial submission actions within the approval process.
Add the Items to approve component to the approvers home page.
Create a flow to automatically approve all records.
Northern Trail Outfitters wants to encourage employees to choose secure and appropriate passwords for their Salesforce accounts.
Which 3 password policies should an Administrator configure?
Choose 3 answers
Maximum invalid login attempts
Prohibited password values
Require use of Password Manager App
Password complexity requirements
Number of days until expiration
The Administrator at Cloud Kicks 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 Administrator do to pull contact fields into the Custom report?
Configure formula fields on event to populate contact information.
Edit the custom Event report type and add fields related via lookup.
Create a new report type with event as the primary object and Contact as a related object.
Use a dashboard with filters to show Event and Contact data as requested.
A User at Universal Containers left the company. The administrator needs to create new user for their replacement, but they have assigned all available users licenses.
What should the Administrator do to free up users licenses for the new users?
Deactivate the former employees user record.
Delete former employees user record.
Freeze former employees user record.
Change the formers users record to the new user.
Cloud Kicks wants to track shoe designs by products. Shoe designs should be unable to be deleted, and there can be multiple designs for one product across various stages.
Which 2 steps should the Administrator 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.
Use the standard object for designs.
Configure a custom lookup field for shoe designs on the Product object.
Cloud Kicks wants to try out an app from the AppExchange to ensure that the app meets its needs.
Which 2 options should the Administrator suggest?
Choose 2 answers.
Test Drive in a production org.
Download into a Trailhead Playground.
Install in a sandbox.
Check edition compatibility.
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
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?
Update page layout assignments.
Define multiple record types.
Assign Lightning pages as app default.
Create different user profiles.
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
Field Update
Chatter Post
Auto launched Flow
Email Alert
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
A team of support users at Cloud Kicks is helping inside sales reps make follow-up calls to prospects that filled out an interest from online. The team currently does not access to the lead object.
How should an administrator provide proper access?
Create a new profile
Configure permission sets.
Assign a new role.
Set Up Manual Sharing
An administrator supporting a global team of salesforce users has been asked to configure company settings.
Choose 2 options
Currency Locale
Default Language
Password Policy
Login Hours
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 its previous status.
Which Feature Should an administrator use to fulfill this request?
Validation rules.
Global Value Picklists
Predefined field Values.
Dependent Picklists.
The marketing director at Northern Trail Outfitters has requested that the budget field is populated in order for the Lead Status field to be marked as qualified.
What tool should the administrator use to fulfill this request?
Lead Conversion.
Require Field.
Workflow Rule
Validation Rule
A new Sales Rep at Ursa Major has a qualified lead that is ready for conversion. When using the Lead Conversion process, which two records can be Created? Choose 2 answers
Account
Campaign
Case
Contact
Which tool should an administrator use to review recent configuration changes made in their org?
Critical Updates
Debug logs
Setup Audit Trail
Field History Tracking
Cloud kicks want to give credit to Opportunity team members based on the level of effort contributed by each person toward each deal.
What feature should the administrator use to meet this requirement?
Stages
Splits
Queues
List Views
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?
Assignment Rule
Validation Rule
Field-Level Security
Approval Process
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.
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 toolbox offers only four elements: Assignment, Decision, Get Records, and Loop.
What would cause this?
The flow is a screen flow.
The version of the flow is inactive.
The flow is a before save flow.
The version of the flow is activated.
The administrator at Cloud Kicks has a Custom picklist field on Lead, Which is missing on the Contact when leads are converted.
Which two items should the administrator do to make sure these values are populated?
Choose 2 answers
Create a custom picklist field on Contact.
Update the picklist value with a validation rule.
Map the picklist field on the Lead to the Contact.
Set the picklist field to be required on the Lead Object.
Universal Containers is trying to improve the user experience when searching for the tight 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?
Reduce the number of case status values to five.
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.
Edit the status choices directly on the record type.
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?
Flow Builder
Workflow Rule
Platform Event
Process Builder
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
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?
Geolocation
Geofence
Custom address
External lookup
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.
Standard objects are included with Salesforce.
A new standard object can be created.
Only standard objects support master-detail relationships.
Users have noticed that when they click on a report in a dashboard to view the report details, the values in the report are different from the values displayed on the dashboard.
What are the two reasons this is likely to occur? Choose 2 answers
The report needs to be refreshed.
The dashboard needs to be refreshed.
The current user does not have access to the report folder.
The running dashboard user and viewer have different permissions
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
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.
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
Case
Ticket
Request
Account
The administrator at Cloud Kicks has been asked to replace two old workflow rules that are doing simple field updated 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
Scheduled Flow
Screen Flow
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 three sales processes. Create three record types and one page layout.
Create one sales process. Create three record types and three page layouts.
Create three sales processes. Create three record types and three page layouts.
Create one sales process. Create one record type and three page layouts.
The VP of sales at Dreamhouse Realty has requested a dashboard to visualize enterprise sales across the different teams. The key place 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?
Table
Stacked Bar
Donut
Gauge
A salesrep hasleft 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?
Sales reps at Cloud Kicks want to be notified when they have a high likelihood of winning an opportunity over $1,000,000.
Which feature meets this requirement?
Key Deals
Big Deal Alerts
Activity Timeline
Performance chart
Sales reps at Cloud Kicks want to be notified when they have a high likelihood of winning an opportunity over $1,000,000.
Which feature meets this requirement?
Key Deals
Big Deal Alerts
Activity Timeline
Performance Chart
The Administrator for Cloud Kicks needs to give access to a new custom object with custom fields to more than one user.
Which 2 options should an Administrator use to meet this requirement?
Choose 2 answers.
Add to manual sharing list
Assign permission set group to Users
Create a Permission Set
Edit Organization-Wide Defaults
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 Toolbox offers only four elements: Assignment, Decision, Get Records, and Loop.
What would cause this?
The flow is a screen flow.
The version of the flow is inactive.
The flow is a before save flow.
The version of the flow is activated.
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?
Set temporary business hours for each time zone.
Adjust the currant business hours to accommodate the Eastern Time Zone.
Create one set of business hours per time zone.
Allow the reps to set business hours manually.
Northern Trail Outfitters has the Case Object set to private. The Support Manager raised a concern the reps have a boarder 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?
Dashboard Filters
Dashboard Subscriptions
Dynamic Dashboards
Public Dashboards
An Administrator at Universal Container needs an automated way to delete records based on field values.
What automated solution should the Administrator use?
Workflow
Process Builder
Flow Builder
Automation Studio
The Administrator 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?
Validation Rule
Outbound Message
Approval Process
Process Builder
AW Computing has 6 sales teams in a region. These teams always consists 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?
Enable and configure standard opportunity teams with splits.
Enable account teams and show the users how to set up a default account team.
Create a queue for each team and assign account ownership to the queue.
Propose the users manually share all their accounts with their teammates.
Ursa Major Solar 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 Administrator create to meet this request?
Chatter Stream
Chatter Broadcast Group
Chatter Recommendations
Chatter Unlisted Group
Northern Trail Outfitter wants to use contract hierarchy in its or to display contact association.
What should the Administrator take into consideration regarding the contact hierarchy?
Contacts displays in the contact hierarchy are limited to record-level access by User.
Contact Hierarchy is limited to only 3,000 contacts at one time.
Customizing hierarchy columns changes the recently viewed Contacts list view.
Sharing setting are ignored by contacts displayed in the Contact Hierarchy.
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.
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.
Single sign-on will allow users to log in from anywhere.
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.
Public groups to limit record types and sales processes for opportunities.
Separate record types and Sales processes for the different types of opportunities.
The Administrator at Ursa Major Solar has created a custom report type and built a report for Sales Operation Team. However, none of the user are able to access the report.
Which 2 options could cause this issue?
Choose 2 Answers.
The custom report type is in development.
The user's profile is missing view access.
The org has reached its limit of custom report types.
The report is saved in a private folder.
The Administrator at Ursa Major Solar has been asked to change the work item and project custom object relationship from a master-detail to a Lookup.
Which Scenario Could prevent the Administrator from fulfilling this requirement?
A junction object is required to support the lookup.
The lookup field in all the records contains a value.
The Look-Up field is required for Saving Records.
Roll-Up summary field sexist on the master object.
Northern Trail Outfitters has hired interns to enter Leads Into Salesforce and has requested a way to identify these new records from existing Leads.
What approach should an Administrator take to meet this requirement?
Create a separate Lead Lightning App.
Define a record type and assign it to the interns.
Set up Web-to-Lead for the interns' use.
Update the active Lead Assignment Rules.
The Administrator at Cloud Kicks has been ask to change the company's Shoe style field to prevent users from selecting more than one style on a record.
Which two steps should an Administrator do to accomplish this?
Choose 2 answers.
Reactivate the appropriate Shoe Style values after the field type changes.
Select the "Choose only one value "checkbox on the pick list field.
Back-up the Shoe Style values in existing records.
Change the field type from a multi-select picklist field to a picklist field.
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?
Use a muting permission set with a permission set group to mute selected permissions.
Create a new permission set that has Delete access deselected for the objects.
Create a new role that prevents Delete permissions from rolling up to the users.
Edit the profile for the users to remove Delete access from the objects.
An Administrator at Dream-House Reality needs to create customized pages for the Salesforce Mobile App.
Which 2 types of pages could an Administrator build and customize using the Lightning App Builder?
Choose 2 Answers.
User Page
Dashboard Page
App Page
Record Page
The Administrator at Cloud Kicks has been told that users are unable to add repeating tasks in salesforce.
Which 2 solutions the Administrator use to ensure users are able to do this? Choose 2 Answers.
Enable creation of Recurring Tasks in Activity Settings.
Disable Shared Activities.
Add create Recurring Series of Tasks field on Page Layouts.
Turn on Task Notifications Service.
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?
Approval Process
Lightning Web Component
Process Builder
Workflow Field Update
