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ADM SET#2

A visually appealing illustration depicting a Salesforce dashboard with various admin tools and charts, symbolizing administrative tasks and knowledge assessment.

Salesforce Administration Quiz

Test your knowledge of Salesforce administration concepts and practices with our engaging quiz designed for both aspiring and experienced administrators.

Key Highlights:

Challenging multiple-choice questions
Covers a range of topics relevant to Salesforce
Ideal for certification preparation or self-assessment

60 Questions15 MinutesCreated by ManagingData42

An administrator has been asked to change the data type of an auto number to text field.
What should the administrator be aware of before changing the field?

Existing field values will be deleted.

Existing field values will be Converted.

Existing auto number field to Text is prevented.

Existing field values will remain unchanged.

DreamHouse Realty wants to offer a form on its Experience Cloud site where inspectors will submit findings from a property inspection.

Which feature should an administrator place on the page to fulfill this requirement?

Screen Flow

Record Detail

Autolaunched Flow

Related List

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.

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?

Cross Object Formula Field

Master detail relationship Field

Custom Account Field

Standard Account Field.

Which tool should an administrator use to identify and fix potential session vulnerabilities?

Setup Audit Trail

Field History Tracking

Organization-Wide Defaults

Security Health Check

Cloud Kicks has a customer success agent going on leave and needs to change ownership on multiple cases.

Which two users are able to fulfill this request?

Choose 2 answers

A user with the Manage Cases permission.

A user with the System Administrator profile.

A user with a manager role above the agent.

A user with Read permission on the account.

Universal Containers has a Contact Lightning record page with a component that shows Linkedln data. The sales team would like to only show this component to sales users when they are on their mobile phones.

Which two solutions should the administrator use to fulfill this requirement?

Choose 2 answers

Filter the component visibility with Form Factor= Phone.

Filter the component visibility with User > Profile > Name = Sales User.

Filter the component visibility with View = Mobile/Tablet.

Filter the component visibility with User > Role > Name = Sales User.

Cloud Kicks need to be able to show different picklist values for sales and marketing users.
Which two options will meet this requirement?
Choose 2 answers

One record type, two profiles, one picklist

Two permission sets, one record type, one picklist

One page layout, two record types, one picklist

Two page layouts, one record type, two picklists

An administrator at DreamHouse Realty needs to create customized pages for the Salesforce mobile app.

Which two types of pages could an administrator build and customize using the Lightning App Builder?

Choose 2 answers

App page

User page

Dashboard page

Record page

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.

Set the picklist field to be required on the Lead object.

Map the picklist field on the Lead to the Contact.

Update the picklist value with a validation rule.

An administrator at Universal Containers needs an automated way to delete records based on field values.
What automated solution should the administrator use?

Workflow

Automation Studio

Process Builder

Flow Builder

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 this requirement?

Turn on Recurring Activities

Workflow rule to create recurring tasks

Enable Creation of Recurring Tasks

Flow to create recurring tasks

Universal Container wants to prevent its service team from accessing deal records. While service users are unable to access deal list views, they are able to find the deal records via a search.
What options should the administrator adjust to fully restrict access?

App permissions and search terms

Page layouts and field- level security

Record setting and search index

Permissions and tab visibility

The VP of sales at DreamHouse Realty has requested a dashboard to visualize enterprise sales across the different teams. The key piece 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?

Donut

Table

Gauge

Stacked Bar

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

Data Loader

Data Import Wizard

Mass Delete Records

Weekly Data Export

Cloud Kicks wants to give credit to Opportunity team members based on the level of effort contributed by each person toward each deal.
What feature should the administrator use to meet this requirement?

Queues

Splits

Stages

List Views

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 redirect policy to Redirect with a warning to the same page within the domain.

Set the login policy to require login from https://nto.my.salesforce.com

Set the login policy to prevent login from https://login.salesforce.com

Set the Redirect policy to Do Not redirect.

An administrator at dream house realty wants an easier way to assign cases based on the agent capacity and skill set.

Which feature should the administrator enable to meet this requirement?

Omni-Channel

Escalation Rules

Knowledge Management

Territory Management

Cloud Kicks has the organization-wide defaults for Opportunity set to Private.
Which two features should the administrator use to open up access to opportunity records for sales users working on collaborative deals?

Choose 2 answers

Profiles

Sharing rules

Sharing set

Role hierarchy

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 running dashboard user and viewer have different permissions.

The dashboard needs to be refreshed.

The report needs to be refreshed.

The current user does not have access to the report folder.

An administrator at Northern Trail Outfitters is creating a validation rule.
Which two functions should the administrator use when creating a validation rule?
Choose 2 answers

Error condition formula

Rule active date

Error message location

Formula return type

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

Add the Opportunity Contact Role related list to the Opportunity page layout.

Customize Campaign Member Role.

Add the Campaign Member related list to the Opportunity page layout.

Customize Campaign Role.

Customize Opportunity Contact Role.

An administrator is planning to use Data Loader to mass import new records to a custom object from a new API.
What will the administrator need to do to use the Data Loader?

Add a permission set that allows them to import data.

Append their security token at the end of their password to login.

Use the Data Import Tool to mass import custom object records.

Reset their password and their security token.

The service manager at Ursa Major Solar wants to let customers know that they have received their cases via email and their website. Medium-priority and high-priority cases should receive different email notifications than low-priority cases. The administrator has created three email templates for this purpose.

How should an administrator configure this requirement?

Add three auto-response rules. Configure one rule entry criteria for each rule and set a filter for case priority. Select the appropriate email template for each rule entry.

Configure one workflow rule that fires when cases are created. Add a filter for case priority. Select the appropriate email template for the rule.

Include three assignment rules that fire when cases are created. Add a filter for case priority. Select the appropriate email template for each rule.

Create one auto-response rule. Configure three rule entry criteria and set a filter for case priority. Select the appropriate email template for each rule entry.

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 fulfill the request?

Change the user's profile to read-only while removing them from being 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.

Freeze the user to prevent them from logging m while removing them from being referenced in the Direct Manager field.

Delete the user and leave all records where they are referenced in the Direct Manager field without changes.

Deactivate the user and delete any records where they are referenced in the Direct Manager field.

Universal Containers administrator has been asked to create a many-to-many relationship between two existing custom objects. Which two steps should the administrator take when enabling the many-to-many relationship?

Choose 2 answers

Create two lookup relationships on the new object.

Create two master detail relationships on the new object.

Create URL fields on a custom object.

Create a junction with a custom object.

A user at Cloud Kicks Is having Issues logging in to Salesforce. The user asks the administrator to reset their password.
Which two options should the administrator consider when resetting the user's password?
Choose 2 answers

After resetting a password, the user may be required to activate their device to successfully log In to Salesforce.

Resetting the password will change the user's password policy.

Single sign-on users can reset their own passwords using the forgot password link,

Resetting a locked-out user's password automatically unlocks the user's account.

When users log In to Salesforce via the user interface, which two settings does the system check for authentication?
Choose 2 answers

The users TWo-Factor Authentication for User Interface Logins permission

The user's TWo-Factor Authentication for API Logins permission

The role IP address restrictions

The user's profile login hours restrictions

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?

Review the sharing model.

View the setup audit trail.

Edit the page layout.

Which setting on a profile makes a tab not accessible on the All Tabs page or visible in any app, but still allows a user Multiple Books to view records that would normally be found under this tab?

Object Permissions

App Permissions

Org-wide Defaults

Tab Settings

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?

Flow Solutions

Lightning Data

Bolt Solutions

Lightning Community

Cloud Kicks wants a report to categorize accounts into small, medium, and large based on the dollar value found In the Contract Value field.
What feature should an administrator use to meet this request?

Filter Logic

Detail Column

Group Rows

Bucket Column

The administrator at Cloud Kicks has been asked 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.

Change the field type from a multi-select picklist field to a picklist field.

Back-up the Shoe Style values in existing records.

Select the "Choose only one value" checkbox on the picklist field.

An administrator needs to create a one-to-many relationship between two objects with limited access to child records.
What type of field should the administrator use?

Roll-up summary

Cross Object formula

Master-detail field

Lookup field

Northern Trail Outfitters wants to know the average stage duration for all closed opportunities.
How should an administrator support this request?

Refresh weekly reporting shapshots for Closed Opportunities.

Run the Opportunity Stage Duration report.

Use Process Builder to capture the daily average on each Opportunity,

Add formula fields to track Stages on each Opportunity.

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

Individual, User, and Account

Contact, Lead, and Person Account

Account and User

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 trigger is missing.

The flow URL is deactivated.

The events manager at dream house realty has a hot lead from a successful open house that needs to become a contact with an associated opportunity.
How should this be accomplished from the campaign keeping the associated campaign member history?

Clone the lead and convert the cloned record to a contact.

Convert the lead from the campaign member detail page.

Add a contact from a campaign member detail page

Delete the lead and create a new contact and opportunity.

An administrator wants to create a form in Salesforce for users to fill out when they lose a client.
Which automation tool supports creating a wizard to accomplish this goal?

Process Builder

Outbound Message

Approval Process

Flow Builder

The Human resources department at Northern Trail outfitters wants employees to provide feedback about the manager 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?

Set the default external access to private.

Define a criteria-based sharing rules.

Uncheck grant access using Hierarchies.

Configure an owner-based sharing rules.

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?

Workflow Rule

Flow Builder

Quick Action

Outbound Message

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?

Validation Rules

Escalation Rules

Auto-Response Rules

Assignment Rules

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

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 log in?

Review the login history for the user.

Reset the security token for the profile.

Check the attempted logins by running the setup audit trail.

Pull the password history to ensure the password policy was followed.

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?

Review which status choices are needed for each record type and create support processes for each that is necessary.

Create a Screen Flow that shows only the correct values for status and surface the flow in the utility bar of the console.

Reduce the number of case status values to five.

Edit the status choices directly on the record type.

A sales rep at Ursa Major Solar has launched a series of networking events. They are hosting one event per month and want to be able to report on campaign ROI by month and series.

How should the administrator set up the Campaign to simplify reporting?

Use Campaign Hierarchy where the monthly events roll up to a parent Campaign

Add different record types for the monthly event types.

Create individual Campaigns that all have the same name.

Configure campaign Member Statuses to record which event members attended.

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 layout.

The sales team at Ursa Major Solar has asked the administrator to automate an outbound message.
What should the administrator utilize to satisfy the request?

Workflow Rule

Task Assignment

Flow Builder

Process Builder

Sales reps miss key fields when filling out on opportunity record through the process. Reps need to move forward Win unable to enter previous stage.

Which three options should the administrator use to address this need?

Choose Three answers

Enable guided selling.

Mark fields required on the page layout.

Use Flow to mark fields required.

Use Validation Rules.

Configure Opportunity Path.

Once an opportunity reaches the negotiation stage at Cloud Kicks, the Amount field 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?

Create a formula field to fill in the field for managers.

Make the field required for all users.

Assign the Administrator profile to the managers.

Configure a validation rule to meet the criteria.

The support manager at Cloud Kicks wants to respond to customers as quickly as possible. They have requested that the response Include the top five troubleshooting tips that could help solve the customer's issue.

What should the administrator suggest to meet these requirements?

Email Alerts

Knowledge Articles

Auto-Response Rules

Assignment Rules

An analytics user at Cloud Kicks needs Read, Create, and Edit access for objects and Should be restricted from deleting any records.
What should the administrator do to meet this requirement?

Create and assign a custom profile with delete access removed for each object.

Assign the standard System Administrator profile to the analytical user.

Create and assign a permission set that includes Read, Create, and Edit access

Give the user View all access and assign them to the highest role in the role hierarchy.

Cloud kicks intends to protect with backups by using the data by using the data export Service.
Which two considerations should the administrator remember when Scheduling the export?
Choose 2 Answers.

Metadata backups must be run via a separate process.

Data Backups are limited to weekly or monthly intervals.

Data export service should be run from a sandbox.

Metadata Backups are limited a sandbox refresh intervals.

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?

Validation Rule

Quick Action

Process Builder

Workflow Rule

Dream house realty needs to use consistent picklist values in the category field on accounts and cases, with values respective to record types.
Choose 2 options

Multi-select picklist

Dependent picklist

Global picklist

Custom picklist

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

Ticket

Account

Request

Case

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

Auto launched Flow

Chatter Post

Email Alert

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?

Validation Rule

Formula Field

Approval process

Flow Builder

Cloud Kicks wants to update a screen flow so that if the checkbox field High Value Customer is set to true, the first screen is skipped and the user is directed to the second screen.
How should the administrator configure the decision element?

Use the contains operator and "High Value Customer" as the value.

Use the equals operator and {!$GlobalConstant.True} as the value.

Use the contains operator and {!$GlobalConstant.False} as the value.

Use the equals operator and "High Value Customer" as the value.

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.

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