Advanced Admin 6

Create a detailed and engaging illustration depicting a Salesforce administrator working on a computer with charts and data around them, conveying themes of productivity and knowledge retention, in a modern office environment.

Advanced Admin Quiz 6

Test your Salesforce administration knowledge and sharpen your skills with our Advanced Admin Quiz 6. Designed for experienced Salesforce admins, this quiz covers a variety of essential topics from user management to automation processes.

  • Evaluate your understanding of best practices.
  • Discover gaps in your knowledge.
  • Prepare for certification with real-world scenarios.
65 Questions16 MinutesCreated by AnalyzingData432
An administrator has found a free app on the AppExchange and would like to install it. Which three items should the administrator take into consideration before installing the managed package? Choose 3 answers
Apps may require external, third-party web services to function properly.
Apps may require certain Salesforce editions or features to be enabled.
Apps must be installed in production before the app can be installed in a sandbox.
Managed apps do not undergo a formal security review by Salesforce.
Custom objects and custom fields used by the app count against the org's limits.
The AW Computing administrator team does significant amounts of work around process automation and ensuring data integrity. When an administrator created a new validation rule in production, the development team complained that their deployment to production failed. What should be implemented to prevent this conflict from happening?
Test changes in a shared sandbox.
Build automation and validation rules using screen flows.
Review the setup audit trail prior to changes.
Refresh the full copy sandbox daily.
The sales team at Universal Containers has asked the administrator to build functionality to automatically update the account checkbox field 'Opportunity Created' to checked when at least one related opportunity has been created. What feature should the administrator use to build this functionality?
Record-triggered flow
Screen flow
Workflow rule
Assignment rule
An administrator needs a business process automated, but only for certain users and profiles. The administrator will need to frequently update which users and profiles will use the process. After evaluating the declarative options, it was determined that this functionality must be done via an Apex trigger. What software requirement should the administrator request so that process execution can be declaratively controlled?
Use a System permission that is assigned to the user or profile
Use Process Automation Settings in Setup to set the appropriate users or profiles
Use a custom permission set that is assigned to the user.
Use Apex Class Access to assign the Apex code to the user or profile.
The administrator at Cloud Kicks has been asked to delete a large number of quote line items. They receive a .csv file with the record IDs to be deleted. The administrator uses Data Loader to delete them and selects Use Bulk API. When the job runs, every record shows an 'entity is deleted' error in the error file that is created. What is the reason for the error?
This is the standard error message when records are deleted using Bulk API
Deleting with Data Loader can only be done in Batch API mode.
One of the IDs in the batch referenced a record that was in the recycle bin.
The batch size selected was greater than the 200 record limit.
An administrator created two record types on the Account object: Internal Customers and External Customers. A custom profile called Sales has the External Customers record type assigned. The sharing rules for Accounts are set to Public Read Only. On occasion, Sales users notice that an Account record has the wrong record type assigned. The administrator has created a screen flow that will change the record type on the user's behalf. What will happen to the Sales user's record access after running this flow?
Read access will be lost to the record
Edit access will be lost to the record.
Record Access remains the same.
A new record owner will be assigned
An auto-response rule sends an email using Template1 when the field Case Source is 'email' and Template2 when Case Source is blank. A Process Builder updates Case Source to 'email' when a case is created using Email-to-Case and to 'web' when a case is created using Web-to-Case. Otherwise, Case Source is blank. What will occur when a case is created from an incoming email?
An email is sent out using Template2 and then Case Source updates to 'email'.
Case Source updates to 'email' and an email is sent out using Template1.
Case Source updates to 'email' and an email is sent out using Template2.
An email is sent out using Template1 and then Case Source updates to 'email'.
Cloud Kicks wants its sales reps to always use the same full zip code format with a hyphen where applicable. What should the administrator implement to help ensure consistent formatting?
Create a REGEX formula to use in a validation rule on the field.
Edit the standard field length to five characters.
Edit the standard field length to five characters.
Add a help text instructing the sales rep on how to enter this field.
Cloud Kicks wants to force its users to set a value for a custom field called Tier by answering a series of questions. What two functions should the administrator use to ensure that users cannot bypass answering these questions in order to determine their Tier value? Choose 2 answers
Set up a restriction rule on the field.
Use a screen flow to ask the questions.
Set up a list view for the list of questions.
Make the field Read Only on the page layout.
The administrator at Ursa Major Solar has set up IT policies for all user passwords to be a minimum length of 8 characters and have an expiration period of 90 days. The security team recently decided that administrators of any system should have a 15-character minimum password with a 30-day expiration period. Where should the administrator make this change?
Organization-wide password policies
Session Settings on the User record
Password complexity requirements on the permission set
Password Policies on the System Administrator profile
The sales agents at DreamHouse Realty have a profile that allows them to import records for a custom object called House. The agents only need to make imports occasionally and typically import around 100 new records at a time. What tool should the agents use to upload records?
Data Loader
Bulk API
Data Import Wizard
Apex
Sales teams at Cloud Kicks ask each visiting customer to fill out a form that captures their contact information and some basic footwear preferences. This information is saved to a spreadsheet and used by the sales team to alert their contacts when new shoes are added to the inventory that matches their preferences. The sales team wants to be able to track this in Salesforce and see the information when viewing the contact record. Which two ways should the administrator configure this requirement? Choose 2 answers
Lookup Field
Schema Builder
Lightning Object Creator
Data Loader
Cloud Kicks (CK) has a field called Shoe Type Preference. CK's product team wants to see a report that groups specific picklist values together into one of two lists. What functionality should the administrator use to fulfill the team's request?
Matrix Report
PREVGROUPVALUE
Summary Formula
Bucket field
The Cloud Kicks online Lead Intake form was recently updated to allow for new choices on some older picklist fields. The leads are all being created properly in Salesforce, but reps are getting errors as they try to work the leads. What tool should the administrator use to evaluate what is causing the errors?
Debug Log
Record History
Setup Audit Log
Login History
Cloud Kicks (CK) wants the forecast numbers to be shown by territory regardless of who owns the record. CK also wants a way to forecast based on role hierarchy. Which three options should an administrator recommend? Choose 3 answers
Have the user select the forecast type listed under the Forecast Type in the Display Settings.
Make a custom field to track the amounts for Territory and Hierarchy Forecast.
Enable Role Hierarchy Forecast.
Enable Territory Forecast.
Modify the Territory Forecast to match the Hierarchy Forecast model.
On the Contact record, if a contact has the value of 'CEO' in the Title field, the administrator wants to require the users to also put a phone number in the Phone field. What formula should the administrator put in the Error Condition Formula of a validation rule to enable this?
Title = 'CEO' && NOT(ISBLANK(Phone))
Title <> 'CEO' && ISBLANK(Phone)
Title = 'CEO' && ISBLANK(Phone)
Title <> 'CEO' && NOT(ISBLANK(Phone))
Which two ways can an administrator review the page performance for a Lightning record page? Choose 2 answers
Lightning Usage App
Activation Button
Pages Menu
Analyze Button
An administrator created and activated several record-triggered flows that are configured to run before the record is saved on the same object. What should the administrator consider about the order of execution for flows?
The flows will execute in alphabetical order based on their names.
The last created date of the flow will determine the order.
The flow type will determine the order of execution.
The order of flow execution is unpredictable.
DreamHouse Realty manages its accounts and contacts in Salesforce using a B2C account model. The business has requested that third-party loan advisors be tracked in Salesforce along with the customers they work with. How should the administrator track third-party financial advisors and the customers they work with?
Set up Contacts to Multiple Accounts for loan advisors.
Create a Hierarchical lookup on Account to track loan advisors' customers.
Use a B2B Account Model to track loan advisors' customers.
Use a Hierarchical lookup on Contact to track loan advisors' customers.
An administrator at Cloud Kicks has been tasked by the compliance team to flag where sensitive information is stored in Salesforce. What feature should the administrator use to fulfill this requirement?
Field-Level Security
Data Classification
Schema Builder
Classic Encryption
The administrator at Universal Containers does a soft launch of the Salesforce Authenticator app and allows users to optionally use it to log in. The administrator would now like to look at how many users have successfully used it since it was rolled out. What are two ways the administrator can get this information? Choose 2 answers
Run a session setting report, specifying login methods by user.
Open the Login Access Policies in Setup which shows how many users are using MFA.
Create a new view in Identity Verification History, specifying Method.
Export Login History and filter based off of Authentication Method Reference.
A user started to work remotely. They are having an issue logging in. What could be the issue?
They are signing in from a mobile device.
The user is not in the IP range for their profile.
The login session has expired for this user.
The time zone for the profile is outside of login hours.
An administrator has been tasked with creating a new custom field on the Account object called Government Number. The compliance department has determined that this field contains sensitive information and needs to be encrypted using Classic Encryption. How will this impact users when reading, editing, or reporting on Accounts?
Users with the View Encrypted Data permission can see the field, regardless of Field-Level Security.
Encrypted fields are unable to be used in report criteria or list views filters.
Users will need the View Encrypted Data permission to edit the field.
Encrypted fields can be added to a list view and rule filters.
AW Computing has a 4-hour SLA in its support guarantee. The company recently received feedback that customers are reporting long wait times before an agent responds to a new case after it has been submitted. How should an administrator ensure cases are properly prioritized?
Assignment Rules
Escalation Rules
Workflow Rules
Auto-Response Rules
A user is getting an error when attempting to merge two accounts. The administrator checks the profile to see the user has Read/Write permission on Accounts and is the owner of both records. What is preventing the user from completing the merge?
Only administrators have permission to merge records.
The user is assigned to the wrong territory.
The Account matching rules are not set.
The Delete permission is missing on the user for Accounts.
Users at AW Computing use a custom object to manage orders. All profiles share a single page layout. Customer Service and Sales users express frustration overseeing actions that do not always apply to their situation on the page layout. What should an administrator recommend?
Create separate record types for the Customer Service and Sales users' records.
Make two separate Lightning record pages and assign them to the applicable profiles.
Configure two separate permission sets and assign the appropriate permissions to each user.
Use Dynamic Actions and conditional visibility to show the appropriate actions to the applicable users.
At Cloud Kicks, the sales team uses a specific dashboard to see how they are doing daily. The team has asked the administrator for an easier way to see this dashboard. What should the administrator recommend?
Create a custom app with a dashboard.
Add the dashboard to the sales team's home page.
Email the dashboard to the sales team every morning.
Update the sales team's app with a new dashboard.
Users at Northern Trail Outfitters have a lot of fields on their new account records because they track their accounts and competitors on the Account object. For accounts created for customers, they need access to different fields than the accounts used to track competitors. For partner accounts, they need different values in the Industry field. What should the administrator use to resolve the issues?
Record Types
Business Processes
Flow Builder
Required Fields
The administrator at Cloud Kicks made new fields and page layout adjustments based on new requirements from the service team. The changes have been built in a sandbox and are ready to be deployed into production. What should an administrator do before deploying the change set in production?
Request a new sandbox based on the sandbox where the changes were made.
Make a new sandbox based on production to restore changes from.
Push the change set to another sandbox to restore from.
Create the fields and update the page layouts in production.
An administrator is asked to create a report to calculate the year-over-year change in the dollar amount of a company's opportunities. What reporting tool should be used to complete this request?
A custom summary formula with the PREVGROUPVAL function
A row-level formula to compare amounts grouped by year
A custom summary formula with PARENTGROUPVAL function
A joined report with two report blocks for each year
Cloud Kicks has created a new flow that deletes records. What should the administrator consider when testing the flow?
Records deleted by Flow when debugging are hard deleted.
Flows with delete elements cannot be debugged by the Flow debugging tool.
Even if the flow is inactive, debugging the flow will delete the test record.
Flows with delete elements need to be inactive to ensure that the test record is not actually deleted.
Cloud Kicks has updated several profiles and created a new app in the sandbox. After testing, everything is working as expected. Which two options should the administrator use to migrate these changes to production from the sandbox? Choose 2 answers
Inbound Change Set
Package deployment
Outbound Change Set
Change Data Capture
Cloud Kicks has two record-triggered flows on the same object. One flow creates a child record when criteria are met. The second record-triggered flow is based on criteria to check if the child record exists and updates a field. The field on the child record that needs to be updated is still null after the second record trigger. What should the administrator do to resolve this issue?
Have the record-triggered flows fire on create or edit to update the field.
Turn the flows into schedule flows and have them update the field.
Make a new record-triggered flow on the child object to update the field on the parent record.
Combine the two flows into one with checks to see which part of the flow needs to be run.
When should an administrator apply a permission set to a user or group of users versus configuring the user's profile with the necessary access?
When an organization's sharing model is too broad and they need to restrict access beyond what their sharing model and existing profiles provide.
When a user is part of a team with an assigned profile that covers the majority of their needs but requires just a little less access than the rest of their team.
When a user is part of a team with an assigned profile that covers the majority of their needs but requires more access than the rest of their team.
When an organization has opted out of using the standard profiles and creates custom profiles.
Northern Trail Outfitters (NTO) wants to start using Salesforce for its HR recruiting process. NTO needs to ensure that every application is linked to both a job posting and an applicant. Applicants can apply for more than one job posting, and each job posting can have more than one applicant. How should an administrator configure the objects?
Create Applicants as a junction object with a master-detail relationship to Job Postings and a lookup relationship to Job Applications.
Add Applicants as a junction object with master-detail relationships to both Job Postings and Job Applications.
Make Job Applications as a junction object with a master-detail relationship to Applicants and a lookup relationship to Job Postings.
Configure Job Applications as a junction object with master-detail relationships to both Applicants and Job Postings.
A user at Cloud Kicks has informed the administrator that they are unable to log in to Salesforce via multi-factor authentication. Which two areas should the administrator review to understand potential root causes? Choose 2 answers
Debug Logs
Identity Verification History
Login History
Setup Audit Trail
The sales VP noticed several sales reps generating a contract too early in the sales stage. To help correct this behavior, the VP has requested the Create Contract button only be available when the opportunity reaches the negotiation stage. How should the administrator meet this requirement?
Modify page layout.
Configure dynamic action.
Create a validation rule.
Create a custom permission.
An administrator is receiving cases that users are getting logged out of Salesforce without notice. What should the administrator do to address this issue?
Enable Remember me until logout.
Select force logout on session timeout.
Deselect disable session timeout warning popup.
Remove the session timeout settings.
Cloud Kicks has a very large Knowledge base in Salesforce. Service reps are having a hard time finding the most relevant articles because there are too many search results. What should the administrator do to help service reps quickly narrow down the number of articles?
Delete and remove old Knowledge articles.
Implement and configure Data Categories.
Activate and configure Einstein Search.
Update Knowledge to auto-search the case's subject.
Select power users want the ability to make configuration changes to a specific custom object. What tool should the administrator assign to the power users to enable this?
View Setup and Configuration
Modify All Data
Sharing Rule
Delegated Administration
Cloud Kicks (CK) has a sneaker maintenance plan that it includes with all orders for its new line of Bluetooth-enabled custom sneakers. The sneaker maintenance plan gives each customer 6 months of phone support in case they have issues with their new sneakers. The administrator at CK is having a hard time keeping up with the work associated with managing the maintenance plan. What should the administrator do to help manage the plan?
Set up and configure entitlement templates.
Ensure milestones are in place for the maintenance plan.
Use Flow to automatically create and assign entitlements.
Create a support process for the maintenance plan.
An administrator at Cloud Kicks recently built a screen flow in a sandbox that creates a case and follow-up task. When the flow runs in the sandbox, it works just as expected. When tested in production, the flow errors when creating the records. Which two ways should the administrator troubleshoot this issue? Choose 2 answers
Open the flow in Debug mode and Run the Flow as another user.
Log in as another user and run the flow.
Change the Default Case Creator to the user's manager.
Change the user experiencing the issue to the System Administrator profile.
An administrator has created a flow that sends platform events whenever an opportunity is updated. An Apex developer has been tasked to write code that listens for these events. When reviewing the debug logs for a user, the developer can see that the flow ran, but the debug information is missing. What should the administrator recommend to assist with debugging?
Platform events are unavailable for debugging.
Select the Debug Enabled checkbox on platform events.
Search the AppExchange to find a tool that assists with debugging.
Set a debug log on the Automated Process entity.
The administrator at Cloud Kicks built a flow in a sandbox. After testing and validating the flow, the administrator plans to promote the flow to the production environment with a change set. Which three considerations should the administrator be aware of when moving flows with a change set? Choose 3 answers
Flows deployed are inactive and need to be manually activated.
Deploying or redeploying a flow with change sets creates a version of the flow in the destination org.
Flow allows only one version of the flow when deployed with a change set.
All flow dependencies are automatically added to the change set.
Flows are automatically activated upon deployment.
A developer is getting errors for Production deployment. The test deployment in the Full sandbox, which included a local test run, was successful. The Full sandbox was last refreshed 2 weeks ago. Where should the administrator check to see what was recently changed?
Setup Audit Trail
Dev Console
Salesforce Optimizer
Field History
DreamHouse Realty wants to notify an assigned agent when an appointment is booked on a custom object for one of their listed homes along with the total number of appointments booked so far. The administrator has configured a Roll-up Summary for the number of appointments as well as a flow to detect the creation of a new appointment and send the information to the agent. What consideration about process automation should the administrator be aware of to ensure the right information is delivered?
Roll-up Summary calculations will prevent a flow from being triggered.
Roll-up Summary calculations run after processes and workflows.
Only standard objects can be used with Roll-up Summary fields.
Flows can only be triggered from the records created on standard objects.
Cloud Kicks has received feedback that customers are frustrated with the amount of time it takes to reach a support agent by area of expertise according to product information after a new case has been submitted. Which feature should the administrator configure in order to improve the case management process?
Knowledge Component
Macros
Omni-Channel
Escalation Rules
An administrator is planning the release process for the year. The team will be using change sets to process deployments to production. Which three best practices should be considered? Choose 3 answers
Use matching names for global publisher layouts and Outlook publisher layouts.
Make sure to deploy all dependent components.
Plan your deployments around the production and sandbox maintenance schedules.
Make sure change sets are limited to 10,000 files.
Be sure to test only after business hours the day after deployment.
The administrator at Cloud Kicks is troubleshooting an issue one user is having with a flow. They have decided to add a debug log to that user. What debug log category should be used?
Database
System
Callout
Workflow
AW Computing wants to create a process to assign accounts to different salespeople based on the annual revenue of the company. The administrator has decided to create a flow. Which two considerations should the administrator make sure to remember when creating the flow? Choose 2 answers
Update Record elements should be placed inside the flow loop.
Use a Get Records component instead of hard coding record IDs.
Update Record elements should be placed outside the flow loop.
The running user of a flow is the user that last saved the flow.
Northern Trail Outfitters (NTO) is expanding into the U.K. While most of NTO's products are the same as in the U.S., pricing will vary from product to product due to shipping and raw material cost differences. What should the administrator configure for a smooth rollout to the U.K.? A.
Write a flow that translates the currency from dollars to euros using a custom Exchange Rate field.
Create a new Price Book for the U.K. Product pricing.
Add a new U.K. Order Form that has the euro symbol instead of the dollar symbol.
Configure a U.K. Opportunity record type.
Cloud Kicks (CK) has deployed several new custom apps that use Lightning web components. The administrator is now concerned that they may need to make some adjustments to CK's org to make it more secure. Which tool should the administrator use to expose possible security risks within a Lightning web component?
Self-signed Certificates
Master Encryption Keys
Health Check
Salesforce Optimizer
The administrator at Cloud Kicks has been requested to provide access to the Leads object to a contractor. The contractor currently has a profile that has access to a project management app within Salesforce. The contractor should only have View access to all of the Lead records. How should the administrator handle this request?
Assign the contractor a public group with Lead access.
Assign a permission set that has View All on Leads.
Create a profile with Read Only for all Leads.
Add an app with the Leads tab to the user's profile.
An administrator at Universal Containers has been asked to configure product schedules. What should the administrator consider before enabling this feature?
Line Item Schedule is unavailable in Process Builder and Workflow.
To remove a product schedule completely, remove it from the standard price book.
The Product Schedule is unavailable in Process Builder and Flow.
Customizable product schedule page layouts cannot be modified.
DreamHouse Realty has a rental team and a real estate team. The two teams have different sales processes and capture different client information on their opportunities. How should an administrator extend the Opportunity object to meet the teams' different needs?
Create Opportunity Teams for the Rental and Real Estate Teams and make appropriate fields visible to only the necessary team.
Leverage Opportunities for the Real Estate Team and create a new custom object for the Rental Team Opportunities.
Use separate record types, page layouts, and sales processes for the Rental and Real Estate Teams.
Add a section for Rental and a section for Real Estate on the Opportunity Master Record Type to keep the information separate
Ursa Major Solar allows its scientists to log new stars as they find them, but on occasion, they log the same star by mistake. The administrator wants scientists to be notified when a record is deleted and by whom, and to maintain their own discovery information. What automation solution should be used to send the notification?
Process Builder
Workflow Action
Heroku
Flow
AW Computing has a private sharing model for its accounts, but a sales rep occasionally needs assistance from an engineer. What feature should be used to grant the engineer access to the necessary account, while maintaining the company's data security?AW Computing has a private sharing model for its accounts, but a sales rep occasionally needs assistance from an engineer. What feature should be used to grant the engineer access to the necessary account, while maintaining the company's data security?
Permission Set Group
Account Teams
Permission Set
Custom Profile
An administrator has been asked to enable permissions for users on the account services team to be able to edit and change ownership of Accounts owned by any of the team members. What should the administrator configure?
Enable Account Teams and grant Read record-level access to account team members for the Account object.
Set organization-wide sharing for Account as Public Read Only.
Update the profile Account object to Modify All.
Create a Sharing Rule on the Account object for all members of the account services role to have Read/Write access.
At Ursa Major Solar, there is a custom object called Galaxy. The sales director wants users to only see certain fields when the Binary Cluster checkbox field is marked. What Lightning component will satisfy this requirement?
Highlights Panel Component
Path Component
Fields Component
Record Detail Component
An administrator created a new custom object. When trying to upload new records to the custom object using Data Loader, they are unable to see the new custom object in the list of available objects. What should the administrator do to resolve the issue?
Assign a permission set to give them access to the new object.
Check the Field-Level Security of the new custom object's Name field.
Ensure Allow Sharing is checked on the custom object.
Confirm the object is marked as deployed and not in development.
A sales user is assigned to a permission set group that gives them Modify All access to Accounts. An administrator assigns the same user to a muting permission set that mutes Delete access on Accounts. What level of access will the sales user have on the Account object?
Read, Create, and Edit
Read-Only
No Access
Modify All
Dream House Realty currently deals only with single-family homes but is expanding its business to include condos in large cities. There are some features and amenities that only apply to condos, such as the amount of a deposit and concierge services. How should an administrator configure the Opportunity object to ensure that only relevant fields are displayed on the record?Dream House Realty currently deals only with single-family homes but is expanding its business to include condos in large cities. There are some features and amenities that only apply to condos, such as the amount of a deposit and concierge services. How should an administrator configure the Opportunity object to ensure that only relevant fields are displayed on the record?
Configure a validation rule to display fields based on the type of property the user is viewing.
Create a Record Type for the type of property and custom page layouts for each.
Make a custom Lightning page to display specific fields based on the type of property.
Build a Lightning component to display fields that only apply to condos.
AW Computing is running a special bundle deal on monitors and keyboards. Normally, discounts need VP approval, but this special bundle is pre-approved. What should the administrator recommend for these requirements?
Implement CPQ.
Enable Subscriptions.
Create a separate price book.
Remove the approval process.
AW Computers has enabled the feature for Contact to multiple Accounts. A rep is trying to remove the primary Account from a Contact but is unable to do so. The administrator has already updated the page layout to no longer require an Account. What could be the issue?
Private Contacts need to be enabled in Setup.
A primary Account relationship is required on a Contact regardless of the page layout settings.
The Contact has indirect relationships to other Accounts.
The Account Contact relationship record needs to be deleted first in order to disassociate the Contact from the Account.
The director of sales wants to make sure that every opportunity has either a sales engineer or an account executive assigned to the deal. How should the administrator meet this requirement?
Create a different record type for deals with Sales Engineers and deals with Account Executives to capture one or the other.
Assign a task to the owner if an opportunity is created without one of these fields filled out.
Write a validation rule that checks if the fields are blank and require that one of them be completed in order to save the opportunity.
Require the Sales Engineer and the Account Executive lookup fields on the page layout.
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