Salesforce Admin (1-60)

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Salesforce Admin Certification Quiz

Test your knowledge and skills in Salesforce Administration with this comprehensive quiz designed for aspiring and current admins. Dive into various topics ranging from user authentication to creating automated workflows.

Highlights of the quiz include:

  • 60 challenging questions
  • Multiple choice and checkbox questions
  • Instant feedback on answers
60 Questions15 MinutesCreated by LearningLion247
1. When users log In to Salesforce via the user interface, which two settings does the system check for authentication? Choose 2 answers
A. The user's TWo-Factor Authentication for API Logins permission
B. The role IP address restrictions
C. The users TWo-Factor Authentication for User Interface Logins permission
D. The user's profile login hours restrictions
2. A new sales rep at Ursa Major Solar has a qualified lead that is ready for conversion. When using the Lead conversion process, which two records can be created? Choose 2 answers.
Campaign
Contact
Account
Case
3. The administrator at Ursa Major Solar has just finished creating new hot Account reports that filter Accounts that were modified this year with a rating of hot. The report was shared with the entire sales team. Some users are seeing some Accounts that have NOT been modified since last year and other Accounts where the rating is cold. What should the administrator do to ensure that the report works as intended for all users?
A. Lock the report filters.
B. Create a filter using bucketing.
C. Create the report in a private folder
D. Create the report in a private folder
4. Universal Containers wants to provide reseller partners with discounted prices on the products they purchase. How should an administrator configure this requirement?
A. Create a separate PriceBook for reseller partners.
B. Use a different Opportunity record type.
C. Create separate reseller partner products.
D. Add a Partner_Discount_c field to the Opportunity.
5. A system administrator wants to ensure that unique data is always input into a specific field. Which two field properties should be configured? Choose 2 answers.
A. Required
B. Unique
C. Default value
D. Data Type
6. Ursa Major Solar's support team currently has a very high call volume. They want to decrease this volume by creating a sell-service community that will best published articles with Frequently Asked Questions (FAQs), and provide a chat with Help Desk representatives Which two features should be used to fulfill this goal? Choose 2 answers
A. Content
B. SoS
C. Knowledge
D. Chat
7. Universal Containers has a new sales rep who will be responsible for the government vertical. All existing government accounts should be moved to the new rep using mass transfer for accounts. Which two records will also transferred from the current account owner to the new rep in this scenario? Choose 2 answers
A. All open Cases
B. All Activities
C. All Contacts
D. All Open opportunity
8. A sales ops user has been identified as the dashboards expert within Cloud Kicks. This user needs to be able to update dashboard folder access for all non-private folders. Which permission should the administrator assign to the user?
A. Manage reports in public folders
B. Manage dashboards in public folders
C. Create dashboard folders
D. Create and customize dashboards
9. The administrator creates a validation rule that will require a custom text field called "Details" be updated based on the value of another picklist field called "Status." Which two actions should the administrator take before activating the validation rule? Choose 2 answers
A. Update the field types to be compatible with validation rules.
B. Add the validation rule to the user's profile.
C. Add the fields to the page layout.
D. Update the user's profile to read/write access to both fields.
10. A Sales executive at Universal Containers (UC) is utilizing Collaborative Forecasting to track sales rep quote attainment and wants to be alerted when an opportunity stage is moved backward In the sales process. Which feature should the administrator use to fulfill this request?
A. Validation Rule
B. Workflow rule
C. Big Deal Alert
D. Field History Tracking report
11. Which tool should an administrator use to identify and fix potential session vulnerabilities?
A. Setup Audit Trail
B. Field History Tracking
C. Organization-Wide Defaults
D. Security Health Check
12. Ursa Major Solar needs a case to be automatically created. Which three features can an administrator use to accomplish this goal? Choose 3 answers
A. SMS-to-case
B. Lightning for Outlook
C. Process Builder
D. Web-to-case
E. Email-to-case
13. Ursa Major wants to add charts to a Salesforce dashboard. What are three standard chart types that are available? Choose 3 answers
A. Venn Diagram
B. Bar charts
C. Tables
D. Heat maps
E. Gauge charts
14. Ursa Major Solar has an existing process for their solar panel Opportunities that include the following stages: • Prospecting • Value Proposition • Negotiation/Review • Closed Won • Closed Lost The want to implement a new process for their battery Opportunities using the following stages: • Qualification • Value Prospection • Negotiation/Review • Closed Won • Closed Lost What should the administrator configure to implement these changes?
A. Create a new battery record type on Opportunity and add the appropriate values to the stage picklist.
B. Create a new sales process that includes the relevant stages and assign it to the new battery record type on opportunity.
C. Update the existing Opportunity sales process to includes qualification as a valid stage.
D. Edit the stage field on Opportunity and activate qualification as a value.
15. Ursa Major Solar needs its sales users to be able to do the following: • View their open Opportunities grouped by Stage • View their open Opportunities grouped by source report on a dashboard component. Which report format needs to be used to accomplish this goal?
A. Tabular
B. Summary
C. Joined
D. Matrix
16. Users at Universal Containers have reported that the related lists on the Lightning record page for Accounts are showing only four fields. They would like more fields to be visible. Which customization should an administrator use to allow for up to ten fields on related lists?
A. Change the related list type to custom
B. Change the related list type to default
C. Change the related list type to enhanced list
D. Change the related list type to list view
17. The VP of safes 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?
A. Assignment Rule
B. Field-Level Security
C. Validation Rule
D. Approval Process
18. At Ursa Major Solar, a workflow rule is in place that sends a reminder email 20 days before the warranty expiration date. A custom another three years. What is the expected behavior for the email workflow rule?
A. The email Is sent with the 30 day reminder criteria
B. The email is NOT sent because the record no longer meets the criteria.
C. The email is locked in the job queue until It meets the criteria.
D. The email is NOT sent because the customers email address was missing.
19. What are two features of Knowledge? Choose 2 answers
A. Knowledge articles are always publicly available for customers.
B. Knowledge articles integrate with Service Console.
C. Users can rate the helpfulness of articles.
D. Any user can write and publish articles
20. 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 field should an administrator create to accomplish this?
A. Cross-object formula field
B. Custom Account field
C. Standard Account field
D. Master-detail relationship field
21. An administrator at Universal Containers needs an automated way to delete records based on field values. What automated solution should the administrator use?
A. Process Builder
B. Flow Builder
C. Workflow
D. Automation Studio
22. The managers at Ursa Major Solar asked the administrator to quickly provide access to sales reports and dashboards. How can this be done?
A. Log a case to Salesforce Support
B. Search the AppExchange for free adoption report apps.
C. Use the Salesforce Auto-Report Builder.
D. Build reports and dashboards.
23. Universal Containers wants to set up a customer service community where existing and potential customers can view public discussions, collaborate with other members, and search for solutions posted by other members without logging into the community. How should an administrator allow access to the community?
A. Use the community's guest user profile
B. Use Linkedin or Facebook as authentication providers
C. Create a custom community profile
D. Set up self-registration for the community
24. 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?
A. Cross object formula
B. Roll-up summary
C. Lookup field
D. Master-detail field
25. Which three settings are controlled by a users profile? Choose 3 answers
A. Locale settings
B. Field -level security
C. a Record type assignment
D. Feature license assignment
E. Assigned apps
26. Ursa Major Solar is a Canadian company that has the following set up in Salesforce: • They have activated Web-to-Case on their corporate website. • Auto-Response is configured so that customers are thanked for logging the case and activated Assignment Rules based on the province (CANADA) in which the customer resides. • Case ownership is therefore determined and routed to the corresponding queue - North, South, East, or West. Customer Cases that do NOT meet the existing criteria need to be assigned to Queue - World. Which solution will satisfy this requirement?
A. In Case Support Settings, change Default Case Owner to Queue - World.
B. In an Active Case Flow, change the name of the Queue to World.
C. Using a Workflow Rule, change the owner of new Cases outside CANADA to Queue - World.
D. Using a Trigger, change the owner of Cases outside CANADA to Queue - World.
27. 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?
A. Quick Action Flow
B. Screen Flow
C. Scheduled Flow
D. Before Save Flow
28. Universal Containers wants to create a new sales team that focuses exclusively on small to medium business customers. This group will track information with the same fields and picklist values but will have 2 new options on Stage field. How should the system administrator accomplish this task?
A. Create a new Record type and a new sales process.
B. Create a new Record type and a page layout.
C. Create a new Sales process.
D. Create a new Record Type.
29. The VP of Marketing wants Sales Reps to get updates when materials are updated in the Marketing library. What feature should an Administrator recommend?
A. Validation rule
B. Email alert
C. Approval process
D. Subscribe
30. Northern Trail Outfitters is partnering with a new business and needs to import 100,000 new records nightly into its Salesforce organization. Which tool should the administrator use to accomplish this task?
A. Mass Transfer Records
B. Third-party tool from the AppExchange
C. Data Loader
D. Data Import Wizard
31. 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 this requirement?
A. Path Key Fields
B. Opportunity Processes
C. Dynamic Forms
D. Workflow Rules
32. 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?
A. Review the password policies
B. Review the login history.
C. Review the password history.
D. Review the security token
33. The administrator at Universal Containers is unable to see the user license option when creating new users today, despite creating new users with this license type earlier in the week. What should the administrator consider first in order to diagnose the problem?
A. Open a Salesforce Support Case
B. Verify that Salesforce is a valid license type for the User object.
C. Check on the remaining available Salesforce licenses under Company Information.
D. Check on the remaining available Salesforce licenses under User Management Settings.
34. 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. A junction object is required to support the lookup
B. Roll-up summary fields exist on the master object.
C. The lookup field in all the records contains a value.
D. The lookup field is required for saving records.
35. Users at Cloud Kicks are reporting different options when updating a custom plcklist on the Opportunity object based on the kind of opportunity. Where should an administrator update the option in the picklist?
A. Record type
B. Picklist value sets
C. Fields and relationships
D. Related lookup filters
36. Ursa Major Solar wants to assign feature licenses to user records in Salesforce. Which two feature licenses can be assigned to a user record in Salesforce? Choose 2 answers
A. Console User
B. Knowledge User
C. Opportunity User
D. Service Cloud User
37. A customer created a case using web to case. They contacted phone support to get an update on the cave two days later. The support agent cannot find the case although the customer is positive that it was created and logged. What should the administrator reference to troubleshoot this issue?
A. Validation rules
B. Contact email address
C. Setup Audit Trail
D. Assignment rules
38. Universal Container's 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
A. Create a junction with a custom object
B. Create two lookup relationships on the new object.
C. Create two master-detail relationships on the new object
D. Create URL fields on a custom object.
39. 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
A. Validation Rule
B. Flow Builder
C. Approval Process
D. Quick Action
40. What should an administrator use as an identifier when importing and updating records from a separate financial system?
A. External ID
B. Record ID
C. Rich Text field
D. Auto-Number field
41. DreamHouse Realty needs to use consistent pickhst values in the Category field on Accounts and Cases, with values respective to record types. Which two features should the administrator use to fulfill this requirement? Choose 2 answers
A. Custom picklist
B. Dependent picklist
C. Global Picklist
D. Multi-select picklist
42. Which two statements apply when custom fiscal year is enabled? Choose 2 answers
A. The custom fiscal year must be defined manually
B. The custom fiscal year setting CANNOT be disabled.
C. The defined custom fiscal year only affects forecasts.
D. The custom fiscal year automatically updates product schedules.
43. Universal Containers uses a private snaring model for Accounts. Accounts are assigned to a region using a custom region picklist on Account. A manager from Europe has requested that the ensure set of EMEA users be able to work on al EMEAAccounts. Which two actions should an administrator take to complete this request' Choose 2 answers
A. Create a sharing rule on Account that shares Accounts where region = EMEA with the EMEA users public group
B. Create a sharing rule on Account that shares Accounts where region = EMEA with the EMEA users profile.
C. Create a sharing rule on Account that shares Accounts where region= EMEA with t('B EMEA users queue.
D. Create a sharing rule on Account that shares Accounts where region = EMEA with the EMEA users role
44. 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
A. Quick Action
B. Approval Process
C. Outbound Message
D. Email Alert Action
45. At Cloud Kicks, new public articles must be approved before publishing. Users are asked to click to the submit for approval button to begin the process but sometimes the user forgets. How should an administrator automate submission so al new public articles will enter the approval process?
A. Default the Submit for Approval button
B. Update initial Actions
C. Use Process Builder
D. Create a new record type and page layout
46. A user at Universal Containers left the company. The administrator needs to create a new user for their replacement, but they have assigned all available user licenses. What should the administrator do to free up a user license for the new user?
A. Change the former user's record to the new user.
B. Deactivate the former employees user record
C. Freeze the former employee's user record.
D. Delete the former employee's user record.
47. 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?
A. Data Import Wizard
B. Manual Import
C. Dataloader.to
D. Data Loader
48. When a Cloud Kicks opportunity closes, the company would like to automatically create a renewal opportunity. Which two automation tools should an administrator use to accomplish this request? acne Choose 2 answers
A. Approval Process
B. Flow Builder
C. Process Builder
D. Workflow Rule
49. What describes the capabilities of Salesforce Knowledge?
A. An automated tool that closes Cases based on historical information
B. An automated Al tool that converts Leads to Opportunities given a predefined set of conditions
C. A knowledge base composed of articles that can be written and used by support agents
D. A knowledge base that uses Alto generate an article to solve customer support issues
50. 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
A. Resetting the password will change the user's password policy.
B. Single sign-on users can reset their own passwords using the forgot password link,
C. After resetting a password, the user may be required to activate their device to successfully log In to Salesforce.
D. Resetting a locked-out user's password automatically unlocks the user's account.
51. 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?
A. Define multiple record types.
B. Create different user profiles.
C. Update page layout assignments.
D. Assign Lightning pages as app default.
52. The administrator at Ursa Major Solar accidentally deleted a required field on Account. The field now appears under deleted fields on Account. Which three considerations should an administrator consider when deleting a field? Choose 3 answers
A. The field will reappear on page layouts if they have not changed since the deletion.
B. The field will need to be marked as required again.
C. Restoring the field will also restore the data.
D. The data will need to be repopulated after restoring the field.
E. It is not possible to restore the field without recreating it.
53. The administrator at Ursa Major Solar wants to configure automation that should run when an Account's rating changes along with the following actions: * Check if the rating changed from Hot to Cold Calculator o If yes, create a Case. o If yes, send an Email * Check if the rating changed from Cold to Hot o If yes, delete a related Task record Which two automation solutions would be able to accomplish these tasks? Choose 2 answers
A. One Flow
B. One Process Builder that calls one Flow
C. One Process Builder
D. One Flow that calls One Process Builder
54. Which two actions can be completed with a workflow field update. Which two actions can UMS complete with this feature? Choose 2 answers
A. Change the record type of a record
B. Select a formula field for a field update.
C. Apply a specific value to a field.
D. Update the value of a field on a child object.
55. A new approval process is being adapted by Ursa Major Solar. After an opportunity has been approved, the contract is sent to the customer for signature as the final step in that process. Hon can the administrator implement this functionality?
A. Use the Salesforce Autosign flow.
B. Hire a consulting firm to develop a document signing workflow.
C. Check the "Send PDF" box on the approval process setup.
D. Install an app from the AppExchange.
56. 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 two automation tools should the administrator use? Choose 2 answers
A. Field Update
B. Outbound Message
C. Workflow Rule
D. Process Builder
57. Universal Containers (UC) puts a priority on this confidentially of their customers. UC Which Contact sharing setting should an Administrator configure to meet this request?
A. Controlled by parent
B. Public Read/Write
C. Public Read Only
D. Private
58. Cloud Kicks has a screen flow with two questions on the same screen, but only one is necessary at a time. The administrator has been asked to show only the question that is needed. How should an administrator complete this?
A. Use a new version of the flow for each scenario.
B. Use a decision element and a new screen to show the proper question.
C. A Use conditional visibility to hide the unnecessary question,
D. Use branching in the flow screen to show the proper scenario.
59. The Cloud Kicks sales manager wants to boost productivity by providing insights for sales reps at the start of each day. Which three sales-specific standard Lightning components should an administrator add to the homepage to meet this requirement? Choose 3 answers
A. Assistant
B. Performance Chart
C. Path
D. Activities
E. Key Deals
60. Universal containers (UC) has a Web -to -Case form on its Lightning Customer Community. UC wants to separate Cases into the following product categories: Corrugated Paper, Plastic, Fiberboard, and Metal. UC has added a picklist field to store this data. How can the Case be automatically placed in the correct queue upon submission?
A. Create Record Types for each picklist value and a Business Process to move each Case to the correct Queue.
B. Create Assignment Rules based on the picklist values to move Cases to a Queue.
C. Create an Escalation Rule entry for each picklist value and set to zero minutes.
D. Create Record Types for each picklist value and assign to each product team's profile.
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