Salesforce Admin Quiz
Salesforce Admin Mastery Quiz
Welcome to the Salesforce Admin Mastery Quiz! Test your knowledge on Salesforce administration with 50 carefully crafted questions that cover a range of topics designed for aspiring and experienced administrators alike.
Challenge yourself to:
- Enhance your understanding of key Salesforce concepts.
- Prepare for certification or job interviews.
- Track your progress and identify areas for improvement.
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?
A. Make Lead Source a dependent picklist to the Opportunity stage field.
C. Change the Opportunity stage field to read only on the page layout.
B. Configure a validation rule requiring Lead Source when the stage is set to closed won.
D. Modify the Opportunity stage a dependent picklist to the Lead source field.
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?
Add the Salesforce Mobile and Lightning Experience action to the page layout.
Include the action in the Salesforce Mobile Navigation menu.
Modify compact Case page layout to include the action.
Create a custom Lightning App with the action.
The administrator at Cloud Kicks has a Custom picklist field on Lead, Which is missing on the Contact when leads are converted. Which two items should the administrator do to make sure these values are populated? Choose 2 answers
Create a custom picklist field on Contact.
Update the picklist value with a validation rule
Map the picklist field on the Lead to the Contact
Set the picklist field to be required on the Lead Object.
The administrator at Ursa Major Solar imported records into an object by mistake. Which two tools should be used to undo this import? Choose 2 answers
Weekly Data Export
Mass Delete Records
Data Loader
Data Import Wizard
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?
Delete the lead and create a new contact and opportunity.
Clone the lead and convert the cloned record to a contact.
Convert the lead from the campaign member detail page. -becoz from campaign we need to convert lead to contact with associated cmh
Add a contact from a campaign member detail page.
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
Formula return type
Error condition formula
Error message location
Rule active date
Ursa Major Solar has service level agreements (SLA) that are routed to support queues. Cases that meet the 24 hour SLA need to be automatically re-assigned to the next tier queue. Which feature should be used to fulfill this requirement?
Einstein Case Routing
Auto-response rule
Case escalation rule
Case assignment rule
Universal Containers requires that when an Opportunity is closed won, all other open opportunities on the same account must be marked as closed lost. Which automation solution should an administrator use to implement this request?
Quick Action
Workflow Rule
Flow Builder -automation tool
Outbound Message
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?
Add different record types for the monthly event types.
Create individual Campaigns that all have the same name.
Use Campaign Hierarchy where the monthly events roll up to a parent Campaign.
Configure campaign Member Statuses to record which event members attended.
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 a junction with a custom object.
Create two master detail relationships on the new object.
Create two lookup relationships on the new object.
Create URL fields on a custom object
Universal Containers has enabled Data Protection and Privacy for its org. Which page layouts will have the Individual field available for tracking data privacy information?
Case and Opportunity
Account and User
Contact, Lead, and Person Account
Individual, User, and Account
An Administrator supporting global team of salesforce users has been asked to configure the company settings. Which two options should the administrator configure? Choose 2 Answers
Login Hours
Password Policy
Default Language
. Currency Locale
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 page layout, two record types, one picklist
Two page layouts, one record type, two picklists
Two permission sets, one record type, one picklist
One record type, two profiles, one picklist
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
Master-detail field
Cross Object formula
Lookup field
Universal container has a contact Lightning record Page with a component that shows LinkedIn data. The sales team would like to only show this component to sales users when they are on their mobile phones. Choose 2 Answers.
Filter the component visibility with User > Profile > name = sales User.
. Filter the component visibility with Form Factor = phone
Filter the component visibility with view = Mobile/Tablet.
Filter the component visibility with User > Role > Name = Sales User.
An administrator at Universal Container needs an automated way to delete records based on field values. What automated solution should the administrator use?
Workflow
Process Builder
Flow Builder
Automation Studio
Universal Containers wants to prevent its service team from accessing deal records. While service user to access the deal list views, they are able to find the deal records via search . What option should the administrator adjust to fully restrict access?
Permission and tab visibility
Record settings and search index
Page layouts and field level security
App permissions and search terms
The administrator for AW computing is working with user who is having trouble logging in to salesforce. What should the administrator do to identify why the user is unable to log in?
Check the attempted logins by running the steps audit trail.
Reset the security token for the profile
Review the login history for the user
Pull the password history to ensure the password policy was followed
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?
Design a standard Campaign report and add the value Won Opportunities in Campaign field.
Perform periodic data job to update campaign records.
Create a roll-up summary field on Opportunity to Campaign.
Add a Total Value Field on campaign and use a workflow rule to update the value when an opportunity is won.
What should an administrator use as an identifier when importing and updating records from a separate financial system?
Auto-Number field
External ID
Rich text field
Record ID
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
The user is part of a territory hierarchy.
The User is in a Custom hierarchy field.
The User is assigned in workflow email alert.
The User is the highest role in the role hierarchy
Cloud kicks wants to track shoe designs by products. Shoe designs should be unable to be deleted, and there can be multiple designs for one product across various stages. Which two steps should the administration configure to meet this requirement? Choose 2 answers
Create a Custom Object for shoe design.
Configure a Custom Lookup Field for shoe design on the product object
Add a custom master detail field for shoe design on the Product Object.
Use the Standard Object for designs
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
Related List
Related Record
Record details
Rich text
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
Outbound Message
Approval Process
Quick Action
Email Alert Action
The administrator at Aw Computing wants Account Details, related list and chatter feeds to each appear on separate tabs when reviewing an account. Which type of page should the administrator create?
Lightning app page.
. Lightning page Tab.--can create app page,home page,record page
Lightning record page.
Lightning page Component.
Ursa Major Solar has a path on Case. The Company wants to require its users to follow the status values as they are on the path. Agents should be prohibited from preventing the case back to a previous status. Which Feature Should an administrator use to fulfill this request?
Validation rules.
Global Value Picklists
Global Value Picklists
Dependent Picklists.
Ursa Major Solar is noticing a decrease in deals with a cross-sell opportunity type and wants 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 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 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 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 the owner-based sharing rule
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
Add to manual sharing list
Assign permission set group to Users
Create a Permission Set
Edit organization-wide defaults
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?
Define a new Stage picklist value.
Create a custom field on Opportunity.
. Make the field editable on page layouts
Configure Forecasting support.
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
Prohibited password values
Password complexity requirements
Number of days until expiration
An administrator installed a managed package that contains a permission set group. The permission set group that was installed includes Delete access on several objects, and the administrator needs to prevent users in the permission set group from being able to delete records. What should the administrator do to control Delete access?
Use a muting permission set with a permission set group to mute selected permissions.
Create a new permission set that has Delete access deselected for the objects.
Create a new role that prevents Delete permissions from rolling up to the users.
Edit the profile for the users to remove Delete access from the objects.
A team of support users at Cloud Kicks is helping inside sales reps make follow-up calls to prospects that filled out an interest from online. The team currently does not access to the lead object. How should an administrator provide proper access?
Create a new profile
Configure permission sets
Assign a new role.
Set Up Manual Sharing
Cloud Cicks 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 needed. How should an administrator complete this?
Use conditional visibility to hide the unnecessary question.
Use the branch in the flow screen to show the proper scenario.
Use the decision element and a new screen to show the proper question.
Use the new version of the flow for each scenario.
The administrator at AW Computing wants to send off client welcome tasks and a welcome email to the primary contact automatically when an Opportunity is Closed won. What automation tool best accomplishes this?
Validation Rule
Outbound Message
Approval Process
Process Builder
Users at Cloud Kicks are reporting different options when uploading 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
Record Type
Picklist value sets
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?
Create a workflow rule with an outbound message
Set up a scheduled process in Process Builder.
Configure a scheduled flow in flow Builder.
Use a process to update the account when it is edited.
The administrator for Cloud Kicks has created a screen flow to help service reps ask the same set of questions when customers call in with issues. This screen should be visible from cases. How should the screen flow be distributed?
Page Layout
Component Filter
Lightning page
Home page
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
Add a path for stage to the opportunity record page.
Use a Kanban list view for Opportunity.
Configure an auto launched flow for Opportunity editing.
Create a simplified Opportunity page layout.
Universal Containers introduced a new product and wants to track all associated cases that get logged. They are looking for an automated solution that would give the product's two lead engineers read/write access to all new cases that reference the new product. What should an administrator do to satisfy this requirement?
Create a queue and a criteria-based sharing rule.
Create a predefined case team and an assignment rule.
Create a user-based sharing rule and an ad-hoc case team.
Create an auto-response rule and a public group.
Cloud Kicks has a custom object called Shipments. The Company wants to see all the shipment items from an Account page. When an Account is deleted, the shipments should remain. What type of relationship should the administrator make between Shipments and Account?
Shipments should have a lookup to Account.
Accounts should have a lookup to Shipments.
Accounts should have a master-detail to Shipments.
. Shipments should have a master-detail to Accounts
Sales and Customer Care at Ursa Major Solar need to see different fields on the Case related list from the Account record. Sales users want to see Case created date and status while Customer Care would like to see owner, status, and contact. What should the administrator use to achieve this?
Related Lookup Filters
Compact Layout Editor
Page Layout editor
Search Layout Editor
An administrator at Northern Trail Outfitters is unable to add a new user in salesforce. What could cause this issue?
The Username is not a corporate email address
The username is less than 80 characters.
The Username is a fake email address
The Username is already in use
An administrator at Universal Containers has been asked to prevent users from accessing Salesforce from outside of their network. What are two considerations for this configuration? Choose 2 answers
IP address restrictions are set on the profile or globally for the org.
Users can change their password to avoid login IP restrictions.
. Enforce Login IP Ranges on Every Request must be selected to enforce IP restriction
Single sign-on will allow users to log in from anywhere.
What are three Setting an administrator should configure to make it easy for approvers to respond to approval requests? Choose 3 Answers.
Update the organizations chatter setting to allow approvals.
Enable the organizations Email approval response setting.
Specify initial submission actions within the approval process.
Add the Items to approve component to the approvers home page.
Create a flow to automatically approve all records.
The administrator at Ursa Major Solar needs 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
Users at Dreamhouse Reality are only allowed to see opportunities they own. Leadership wants an enterprise- wide dashboard of all open opportunities in the pipeline so that users can see how the company is performing at any point in time. How should an administrator create the dashboard without changing any sharing setting?
Update the dashboard to folder settings to manager for the sales reps role
Add a filter to the dashboard to filter the opportunities by owner role.
Build individual dashboards for profiles that need to see the enterprise results.
Create a dashboard with the running User set as someone who can see all Opportunities
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?
Data Loader
Mass Transfer Tool
Data Import Wizard
. Dataloader.io
Sales reps at ursa Major Solar are having difficulty Managing deals.The leadership team has asked the administrator to help sales reps prioritize and close more deals. What should the administrator configure to help with these issues?
. Einstein Activity Capture
. Einstein Search Personalization
Einstein Lead Scoring
Einstein Opportunity Scoring
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?
Create a custom Lightning App with the action.
Modify compact Case page layout to include the action.
Include the action in the Salesforce Mobile Navigation menu.
Add the Salesforce Mobile and Lightning Experience action to the page layout.
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