ADMIN SET 1
Salesforce Admin Skills Quiz
Test your knowledge of Salesforce administration with our engaging quiz! This quiz is designed for both aspiring admins and seasoned professionals looking to brush up on their skills.
Key Features:
- Multiple-choice questions
- Real-world scenarios
- Instant feedback on answers
Support agent 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.
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?
Create a dashboard with the running User set as someone who can see all Opportunities
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.
Which two solutions could an administrator find on the AppExchange to enhance their organization?
Choose 2 answers
Consultants
Customers
Communities
Components
An administrator at AW Computing has been asked to help the Support team with report folders. They want a folder called Support Reports and two folders underneath called Helpdesk and R&D. The Support organization uses public groups for Support Agents, R&D, and Managers. Support agents should be able to run Helpdesk reports, but should not be able to view R&D reports. Support managers should be able to view and edit all reports.
Which two ways should these folders be shared?
Choose 2 answers
Share the Helpdesk folder with Support Agents with View access.
Share the Support Reports folder with Support Agents with View Access.
Share the R&D folder with Support Managers with Edit Access.
Share the Support Reports folder with Support Managers with Edit Access.
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?
Mass Transfer Tool
Dataloader.io
Data Import Wizard
Data Loader
Northern Trail Outfitters wants to encourage employees to choose secure and appropriate passwords for their Salesforce accounts.
Which three password policies should an administrator configure?
Choose 3 answers
Maximum invalid login attempts
Require use of Password Manager App
Number of days until expiration
Password complexity requirements
Prohibited password values
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 questions that is needed.
How should an administrator complete this?
How should an administrator complete this?
Use a conditional visibility to hide the unnecessary question
Use a new version of the flow for each scenario.
Use branching in the flow screen to show the proper scenario
Use a decision element and a new screen to show the proper question
An administrator at Cloud Kicks wants to deactivate a user who has left the company.
What are two reasons that would prevent a user from being deactivated?
Choose 2 answers
What are two reasons that would prevent a user from being deactivated?
Choose 2 answers
The user is assigned in a workflow email alert.
The user is the highest role in the role hierarchy.
The user is part of a territory hierarchy.
The user is in a custom hierarchy field
The administrator at Ursa Major Solar has created a custom report type and built a report for the sales operations team. However, none of the users are able to access the report.
Which two optionscould cause this issue?
Choose 2 answers
The custom report type is in development.
The org has reached its limit for custom report types.
The user's profile is missing View access.
The report is saved in a private folder.
An administrator creates a custom text area field on the Account object and adds it to the service team's pagelayout. The service team manager loves the addition of this field and wants it to appear in the highlights panel so that the service reps can quickly find it when on the Account page.
How should the administrator accomplish this?
From the page layout editor, drag the field to the highlights panel.
In the Account object manager, create a custom compact layout.
Make the field required and move it to the top of the page.
Create a new page layout and a new section titled highlights panel
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?
Outbound Message
Approval Process
Process Builder
Validation Rule
The administrator at Universal Containers wants to add branding to Salesforce.
Which two considerations should the administrator keep in mind?
Choose 2 answers
Which two considerations should the administrator keep in mind?
Choose 2 answers
Themes apply to Salesforce Classic and to the Salesforce mobile app.
Chatter external users see the built-in Lightning blue theme only.
Only one theme can be active at a time, and a theme applies to the entire org.
Up to 150 custom themes can be created, modified, or cloned from the built-in themes.
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?
Which feature should be used to fulfill this requirement?
Einstein Case Routing
Case assignment rule
Case escalation rule
Auto-response rule
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?
Which automation tool should an administrator use to build this discount calculator screen?
Workflow Rule
Flow Builder
Platform Event
Process Builder
AW Computing would like to improve its Case Lightning record page by including:
* A filtered component to display a message in bold font when a case is saved as a critical record type.
* A quick way to update the account status from the case layout.
Which two components should an administrator use to satisfy these requests?
Choose 2 Answers
* A filtered component to display a message in bold font when a case is saved as a critical record type.
* A quick way to update the account status from the case layout.
Which two components should an administrator use to satisfy these requests?
Choose 2 Answers
Record details
Related List
Rich text
Related Record
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 reverting the Case back to a previous status.
Which feature should an administrator use to fulfill this request?
Global Value Picklists
Predefined Field Values
Validation Rules
Dependent Picklists
The administrator at Cloud Kicks has been told that users are unable to add repeating tasks in Salesforce.
Which two solutions should the administrator use to ensure users are able to do this?
Choose 2 answers
Which two solutions should the administrator use to ensure users are able to do this?
Choose 2 answers
Turn on Task Notifications Service
Enable Creation of Recurring Tasks in Activity Settings
Disable Shared Activities
Add Create Recurring Series of Tasks field on 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 up 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?
What should the administrator use to deliver this requirement?
Formula field
Flow Builder
Approval Process
Prebuild Macro.
What should an administrator use as an identifier when importing and updating records from a separate financial system?
External ID
Record ID
Rich Text field
Auto-Number field
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?
Lightning Page
Page Layout
Home Page
Component Filter
Users at Cloud Kicks are reporting different options when updating a custom picklist on the Opportunity object based on the kind of opportunity. Where should an administrator update the option in the picklist?
Fields and relationships
Related lookup filters
Picklist value sets
Record type
The Sales manager at DreamHouse 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 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.
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.
Which two objects can an administrator customize the Stage Setup Flow?
Choose 2 answers
Opportunities
Leads
Campaign Members
Campaigns
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? Choose 2 answers
Which two automation tools should an administrator use to accomplish this request? Choose 2 answers
Approval Process
Workflow Rule
Flow Builder
Process Builder
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 two actions should the administrator take to preserve the integrity of the source reports?
Choose 2 answers
Move the dashboard reports to the view-only folder.
Move the dashboard to the user's private folder.
Change the dashboard to be a dynamic dashboard.
Create a new report folder with viewer access.
The administrator at Ursa Major Solar need to make sure the unassigned cases from VP customers get transferred to the appropriate service representative within 5 hours.
VIP Customers have access to support 24 hours a day.
How should this be configured?
Assignment Rules
Business Hours
Case Queues
Escalation Rules
The administrator at AW Computing wants Account details, related lists, and Chatter feeds to each appear on separate tabs when viewing an Account.
Which type of page should the administrator create?
Which type of page should the administrator create?
Lightning app page
Lightning record page
Lightning page tab
Lightning page component
Northern Trail Outfitters has a custom quick action on Account that creates a new Case.
How should an administrator make the quick action available on the Salesforce mobile app?
How should an administrator make the quick action available on the Salesforce mobile app?
Include the action in the Salesforce Mobile Navigation menu.
Create a custom Lightning App with the action.
Add the Salesforce Mobile and Lightning Experience action to the page layout.
Modify compact Case page layout to include the action.
Cloud Kicks (CK) is partnering with a used shoe store and second-hand bicycle emporium. CK 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?
How should the administrator recommend automating this business process?
Set up a scheduled process in Process Builder.
Create a workflow rule with an outbound message.
Use a process to update the account when it is edited.
Configure a scheduled flow in flow Builder.
At Universal Containers, there is a custom field on the Lead named Product_Category_c. Management would like this information to be part of the opportunity upon lead conversion.
What action should the administrator take to satisfy the request?
What action should the administrator take to satisfy the request?
Create a custom field on the Opportunity and map the two fields.
Create a workflow to update opportunity fields based on the lead.
Configure the product categories picklist field on the product.
Map the lead custom field to the product's product category field.
What are three Setting an administrator should configure to make it easy for approvers to respond to approval requests?
Choose 3 Answers.
Choose 3 Answers.
Specify initial submission actions within the approval process.
Update the organizations chatter setting to allow approvals.
Enable the organizations Email approval response setting.
Add the Items to approve component to the approvers home page
Create a flow to automatically approve all records.
Which two actions should an administrator perform with Case escalation rules?
Choose 2 answers
Change the Case Priority.
Re-open the Case.
Re-assign the Case.
Send email notifications.
Cloud Kicks wants its reports to show a Fiscal Year that starts on February 1 and has 12 months.
How should the administrator address this requirement?
How should the administrator address this requirement?
Set the Fiscal Year to Custom and the duration to 4 quarters.
Set the Fiscal Year to Standard and the duration to 12 months.
A Set the Fiscal Year to Custom and the starting month as February.
Set the Fiscal Year to Standard and the starting month as February.
The marketing team at Ursa Major Solar wants to send a personalized email whenever a lead fills out the web-to-lead form on their website.
They want to send different messages based on the Lead Industry field value.
What should an administrator configure to meet this requirement?
They want to send different messages based on the Lead Industry field value.
What should an administrator configure to meet this requirement?
Configure an auto-response rule to email the lead.
Add a public group and Process Builder to email the lead.
Use a validation rule to trigger workflow to email the lead.
Create an assignment rule to email the lead.
Cloud kicks wants to track shoe designs by products. Shoe designs should be unable to be deleted, and there can be multiple design for one product across various stages.
Which two steps should the administration configure to meet this requirement?
Choose 2 answers
Which two steps should the administration configure to meet this requirement?
Choose 2 answers
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.
Create a Custom Object for shoe design.
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 two options should the administrator recommend to help simplify the process? Choose 2 answers
Normally, the only field they are editing is the Stage field.
Which two options should the administrator recommend to help simplify the process? Choose 2 answers
Create a simplified Opportunity page layout.
Configure an autolaunched flow for Opportunity editing.
Use a Kanban list view for Opportunity.
Add a Path for stage to the opportunity record page.
Northern Trail Outfitters wants to calculate how much revenue has been generated for each of Its marketing campaigns.
How should an administrator deliver this information?
How should an administrator deliver this information?
Perform periodic data jobs to update campaign records.
Add a Total Value field on Campaign and use a workflow rule to update the value when an opportunity Is won.
Design a standard Campaign report and add the Value Won Opportunities In Campaign field.
Create a roll-up summary field on Opportunity to Campaign.
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
Which two tools should an administrator configure? Choose 2 answers
Quick Action
Approval Process
Outbound Message
Email Alert Action
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?
How should an administrator provide proper access?
Create a new profile
Assign a new role.
Set Up Manual Sharing
Configure permission sets.
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 Recommendations
Chatter Unlisted Group
Chatter Stream
Chatter Broadcast Group
Universal Container wants to increase the security of their org by requiring stricker user passwords. Which two of the following should an administrator configure? Choose 2 answers
Password different then username
Prevent common words
Password complexity requirement.
Minimum password length.
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?
Geofence
External lookup
Custom address
Geolocation
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?
What are two considerations for this configuration?
Choose 2 answers
Single sign-on will allow users to log in from anywhere.
IP address restrictions are set on the profile or globally for the org.
Enforce Login IP Ranges on Every Request must be selected to enforce IP restrictions.
Restrict U2F Security Keys on the user's profile to enforce login hours.
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 Accounts?
What type of relationship should the administrator make between Shipments and Accounts?
Shipments should have a master detail to Accounts.
Accounts should have a lookup to Shipments.
Accounts should have a master detail to Shipments.
Shipments should have a lookup to Account.
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?
What should the administrator do to control Delete access?
Edit the profile for the users to remove Delete access from the objects.
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.
Use a muting permission set with a permission set group to mute selected permissions.
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 exist on the master object.
Northern Trail Outfitters has the Case object set to private. The support manager raised a concern that reps have a broader view of data than expected and can see all cases on their group's dashboards.
What could be causing reps to have inappropriate access to data on dashboards?
Public Dashboards
Dashboard Subscriptions
Dynamic Dashboards
Dashboard Filters
Aw Computing needs to capture a loss reason in rich text field when an opportunity is Closed lost. How should an administrator configure this requirement?Aw Computing needs to capture a loss reason in rich text field when an opportunity is Closed lost.
How should an administrator configure this requirement?
Configure a workflow rule to display an error if Loss Reason is blank
Create a validation rule to display an error if stage is Closed lost and Loss Reason is blank.
Select the requirement checkbox next to the loss reason field on the page layout.
Check the required checkbox on the Loss Reason field in Object Manger.
What are two considerations an administrator should keep in mind when working with Salesforce objects?
Choose 2 answers
A new standard object can be created.
Standard objects are included with Salesforce.
Only standard objects support master-detail relationships.
Custom and standard objects have standard fields.
Universal Containers (UC) has a queue that is used for managing tasks that need to be worked by the UC customer support team. The same team will now be working some of UC's Cases.
Which two options should the administrator use to help the support team?
Choose 2 answers
Which two options should the administrator use to help the support team?
Choose 2 answers
Create a new queue and add Cases as an available object.
Use assignment rules to set the queue as the owner of the case.
Add Case to the existing queue as available object.
Configure a flow to assign the cases to the queue.
Salas 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?
What should the administrator use to achieve this?
Page Layout Editor
Search Layout Editor
Compact Layout Editor
Related Lookup Filters
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?
What should an administrator do to satisfy this requirement?
Create an auto-response rule and a public group.
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.
Sales raps at Ursa 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 configure to help with these issues?
What should the administrator configure to help with these issues?
Einstein Activity Capture
Einstein Search Personalization
Einstein Lead Scoring
Einstein Opportunity Scoring
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 six record types, each with 1 page layout.
Create one record type with six Page Layouts.
Create three record types, each with 2 page layouts.
Create two record types, each with 3 page layouts.
The administrator for Cloud Kicks needs to give access to a new custom object with custom fields to more than one user.
Which two options should an administrator use to meet this requirement?
Choose 2 answers
Which two options should an administrator use to meet this requirement?
Choose 2 answers
Add to manual sharing list
Edit organization-wide defaults
Create a Permission Set
Assign permission set group to Users
An administrator at Northern Trail Outfitters is unable to add a new user in salesforce. What could cause this issue?
The Username is already in use in another organization.
The username is restricted to a domain specific to my domain.
The email address used for the username has a contact record.
The email used for the username is not a corporate email address.
Sales reps at Northern Trail Outfitters have asked for a way to change the Probability field value of their Opportunities.
What should an administrator suggest to meet this request?
Make the field editable on page layouts.
Configure Forecasting support.
Define a new Stage picklist value.
Create a custom field on Opportunity.
Ursa Major Solar is noticing a decrease in deals with a cross-sell opportunity type and want to share all cross-sell opportunities with a team of subject matter experts in their organization. The company has different roles, and the organization-wide default for Opportunity is set to Private.
How should the administrator accomplish this?
Add the subject matter experts to a public group and give them access to the records with a criteria-based sharing rule.
Change the organization-wide default for Opportunity from Private to Public Read/Write to open up access for the subject matter experts.
Enable territory management, assign the subject matter experts to the same territory, and give them access to the records with manual sharing.
Create a new role for the subject matter experts and give them access to the records with an owner-based sharing rule.
An administrator at Cloud Kicks is building a flow that needs to search for records that meet certain conditions and store values from those records in variable for use later in the flow.
What flow element should the administrator add?
What flow element should the administrator add?
Assignment
Get Records
Create Records
Update Records
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?
How should an administrator solve for this Issue?
Adjust the current business hours to accommodate the Eastern Time Zone.
Allow the reps to set business hours manually.
Create one set of business hours per time zone.
Set temporary business hours for each time zone.
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?
What tool should the administrator use to fulfill this request?
Validation Rule
Require Field
Workflow Rule
Lead Conversion
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