ADM201 Questionnaire Part 1

A visually engaging representation of Salesforce features, showcasing a variety of icons related to CRM fun<wbr>ctionalities like lead management, case handling, and reporting tools against a friendly tech background.

Salesforce Mastery Quiz

Test your Salesforce knowledge with our comprehensive quiz designed for aspiring administrators! With questions ranging from customization to reporting and more, this quiz is perfect for honing your skills and preparing for certifications.

Highlights:

  • 60 challenging questions
  • Multiple choice and checkbox formats
  • Track your progress and knowledge
60 Questions15 MinutesCreated by LearningLion425
1. What type of customization can be done on Activities? (Tasks and Events) Choose 3 answers.
Workflow Rules
Custom Fields
Field Tracking
Assignment Rules
Validation Rules
2. What is a capability of the content delivery feature of Salesforce Content? Choose 3 answers.
Tracks how often content is viewed or downloaded.
Publishes content from salesforce to a company's website.
Makes content available to recipients within and outside of Salesforce.
Tracks which recipients have viewed and downloaded content.
Generates URLs for content files.
3. What can be transferred from one user to another user during mass transfer of account records?
Closed Activities
Closed Cases
Open Activities
Related Custom Object Records
Open Cases
4. In lead conversion, standard and custom lead fields will be mapped in what field/s? Select 2 answers.
A. Standard lead fields will be mapped to standard opportunity, accounts, contact fields.
B. Custom lead fields will be mapped to custom opportunity, accounts, contact fields.
C. Standard lead fields will be mapped to custom fields.
D. Custom lead fields will be mapped to standard fields.
5. What access can be given using sharing rules? Select 2 answers.
A. read/write/transfer
B. Read only
C. read/write
D. read/write/edit/delete
6. In setting up a case assignment rules, where is it possible to be assigned? Select 2 answers.
A. User
B. Contact
C. Queue
D. Public Groups
7. Universal container uses web-to-case to convert support requests submitted through its website into cases. The support team would like salesforce to automatically send an email containing password reset instructions to the customer when the case subject contains the word “forgot” and “password”. What does the administrator need to configure to meet this requirement?
A. Support Settings
B. Auto-response rule
C. Validation rule
D. Email–to–case
8. What is the purpose of the AppExchange? Choose 2 answers.
A. Customers can share and install apps published by salesforce partners.
B. Support users can install the Service Cloud console custom app.
C. Partners can download accounts and contacts to collaborate on sales deals.
D. Administrator can download and customize pre–built dashboards and reports.
9. Which circumstance will prevent a system administrator from deleting a custom field?
A. The field is used in a page layout.
B. The field is used in a workflow field update.
C. The field is part of a field dependency.
D. The field is used in a report.
10. When converting a lead how can an administrator capture custom lead data on the converted contact?
A. Map custom lead field to the standard lead field
B. Use the data loader to move the custom lead data.
C. Map custom lead field to custom contact fields
D. Use the lead conversion wizard to select the fields
11. Which relationship can be selected in a custom report type where Accounts is the primary object and Contacts is the related object?
A. Each account must not have related contacts
B. Each contact must have a related account
C. Each account may or may not have related contacts
D. Each contact may or may not have related account
12. Universal container requires that the organization-wide default for opportunities be set to public read/write. However, sales users are complaining that opportunity reports return too many results making it difficult to find their teams opportunities in the report results. How can the system administrator address this problem? A. Update the sharing rule to limit user access to certain opportunities.
A. Update the sharing rule to limit user access to certain opportunities.
B. Move the opportunity reports into a folder with restricted access
C. Use the show filter to filter report results and reduce records returned.
D. Move the opportunity reports into each user’s personnel report folder.
13. Sales management at universal container needs to display the information listed below in each account record. Amount of all closed won opportunities Amount of all open opportunities Which feature should a system administrator use to meet this requirement?
A. Roll–up summary fields
B. Calculated columns in the related list
C. Cross object formula fields
D. Workflow rules with field updates
14. When can a validation rule be used to prevent invalid data? Choose 3 answers.
A. When records are deleted by a user
B. When records are imported
C. When records are edited by user
D. When records are submitted using web–to–lead
E. When records are updated by a workflow rule
15. Universal container has two sales groups each group has its own unique sales process. What is the best way to ensure that sales representatives have access to only the stages relevant to their sales process when working on opportunities?
A. Page layouts
B. Multi–select picklists
C. Record types
D. Roles
16. What is the capability of service cloud (Customer) portal? Choose 2 answers.
A. Customers can log view edit and close their own cases.
B. The portal can be customized with corporate branding
C. Customers can view and edit contacts related to their own accounts
D. The portal and its users can be created without additional licensing
17. When the multiple currencies feature is enabled, which currency is used as the basis for all currency conversion rates?
A. Record currency
B. Personal currency
C. Active currency
D. Corporate currency
18. A user responsible for managing and creating campaigns is unable to create a new campaign even though the users profile has the Create profile permission for campaigns. How should a system administrator grant the correct access to the user?
A. Create a campaign sharing rule to grant access to the user.
B. Grant the user delegated administration rights to campaigns.
C. Assign the user to the standard marketing user profile.
D. Select the marketing user checkbox on the user record.
19. Which statement about products and price books is true? Choose 2 answers.
A. A product can have a different list price in different price books.
B. Price books that contain assets cannot contain products.
C. Products without a price are automatically added to the standard price book.
D. The standard and list price for a product can be listed in multiple currencies.
20. Which setting can a system administrator control in the Salesforce user interface? Choose 3 answers.
A. Enable customizable recent items
B. Enable spell checker
C. Enable enhanced list views
D. Enable hover details
21. The administrator at universal containers will create a custom field to track a specific Tier 2 support user on a case record. What data type should be used when creating this custom field?
A. Lookup filter
B. Formula
C. Hierarchical relationship
D. Lookup relationship
22. The support group at universal container wants agents to capture different information for product support and inquiry cases. In addition, the lifecycle for product support cases should have more steps than the lifecycle for inquiry cases. What feature should an administrator use to meet these requirements? Choose 3 answers.
A. Page layouts
B. Permission sets
C. Record types
D. Support processes
23. What can be modified on standard object fields? Choose 3 answers.
A. Picklist values
B. Help text
C. Default text
D. Label
24. Which dashboard component can display data from the summary rows of reports? Pick 2.
A. Gauge
B. Table
C. Chart
D. Metric
25. What will happen when a user attempts to log in to salesforce from an IP address that is outside the login IP range on the User’s profile but within the organization–wide trusted IP range?
A. The user will not be able to log in at all
B. The user will be able to log in after the computer is activated.
C. The user will be able to log in without activating the computer.
D. The user will be able to log in after answering a security question.
26. What must an administrator do when creating a record type?
A. Set the field level security for the record type
B. Create a new page layout for the record type
C. Assign the record type to the appropriate profiles
D. Add the record type to the required user records
27. What can be done with a workflow field update action? Choose 2 answers.
A. Change the record type of a record
B. Update the value of a formula field
C. Update the value of a field on a child object
D. Apply a specific value to a field
28. Which type of chart can be used to display summary values from two different levels of grouping in a report? Choose 2 answers.
A. Funnel chart
B. Donut chart
C. Grouped line chart
D. Stacked bar chart
29. If two objects have parent–child relationship how can a user access the child record from the parent record?
A. Custom link
B. Child field
C. Lookup field
D. Related list
30. Which statement is true regarding an approval process? Choose 2 answers.
A. An approval action defines the result of record approval or rejection
B. A delegated approver can reassign approval requests
C. The approval history related list can be used to track the process
D. An assignment rule defines the approver for each process step
31. What relationship can be selected in a custom report type where Accounts is the primary object and Contacts is the related object?
A. Each contact must have a related account
B. Each account may or may not have related contacts
C. Each account must not have related contacts
D. Each contact may or may not have a related account
32. A user is having trouble logging into Salesforce. The user’s login history shows that this person has attempted to log in multiple times and has been locked out of the organization. How can the system administrator help the user log into Salesforce? Choose 2 answers.
A. Click reset password on the user’s record detail page.
B. Send an email to the user containing the user's password.
C. Log in as the user and enter a new password.
D. Click unlock on the user’s record detail page.
33. How can Knowledge articles be used? Choose 2 answers.
A. To display Salesforce Solutions
B. To resolve customer cases
C. To display for customer self-service
D. To display Salesforce Answers
34. What type of record access can an Administrator grant through sharing rules? Choose 2 answers.
A. Read/Write
B. Read/Write/Transfer
C. Read Only
D. Read/Write/Delete
35. What level of access can be set when sharing a document folder with users? Choose 2 answers.
A. Read/Write/Create
B. Read/Write/Create/Delete
C. Read-only
D. Read/Write
36. An opportunity record, created with a close date of July 30, meets the criteria of a time-dependent workflow rule. The time-dependent action is scheduled for July 23. What happens if the opportunity is edited before July 23 and no longer meets the criteria?
A. The time-dependent action is automatically removed from the queue
B. The time-dependent action is put on hold
C. The time-dependent action will execute on July 30
D. The time-dependent action will execute on July 23
37. What setting is controlled by a user’s profile? Choose 3 answers.
A. Record type assignment
B. Feature license assignment
C. Locale settings
D. Field-level security
E. Assigned apps
38. Which setting can a system administrator enable in the Salesforce user interface? Choose 2 answers.
A. Chatter Messenger for specific users
B. Related list hover links
C. Customizable recent tags
D. Printable list views
39. Universal Containers uses a custom field on the account object to capture the account credit status. The sales team wants to display the account credit status on opportunities. Which feature should a system administrator use to meet this requirement?
A. Cross-object formula field
B. Roll-up summary fields
C. Workflow field update
D. Lookup field
40. Universal Containers needs to synchronize data between Salesforce and an external financial system. How can a system administrator accomplish this?
A. Use an external ID field to match records between the systems
B. Use the data loader to insert Salesforce records into the financial system
C. Use the Excel connector to export records from both systems into Excel
D. Use the data loader to match records between the systems
41. The support group at Universal Containers wants agents to capture different information for product support and inquiry cases. In addition, the lifecycle for product support cases should have more steps than the lifecycle for inquiry cases. What feature should an administrator use to meet these requirements? Choose 3 answers.
A. Field-level security
B. Record types
C. Permission sets
D. Support processes
E. Page layouts
42. Which tool can automatically prevent duplicate records?
A. Import Wizard
B. Data Loader
C. Excel connector
D. Connect for Office
43. What tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps?
A. Read-Only
B. Default On
C. Default Off
D. Tab Hidden
44. Your Company wants Feedback from Sales Reps. Admin creates a custom Feedback object for this purpose. HR does not want the Sales Rep’s Manager to see the Feedback. How can the admin achieve this?
A. Configure Feedback with Private access and uncheck "Allow access by Role"
B. Configure Feedback with Private access and uncheck "Allow access by Hierarchy"
C. Configure Feedback with Restricted access and uncheck "Allow access by Role"
D. Configure Feedback with Restricted access and uncheck "Allow access by Hierarchy”
45. Which is a feature of Chatter? Choose 3 answers.
A. Events
B. Recommendations
C. Feeds
D. Bookmarks
E. Notes
46. The sales team at universal containers wants an easy solution to gather customer requirements and share presentations with their customers. What should an administrator do to help the sales team achieve this? Choose 2 answers.
A. Use chatter files to share presentations.
B. Create opportunity teams for customers.
C. Add customers to libraries.
D. Add customers to private Chatter groups.
47. Which statement about campaign influence is true?
A. It allows users to report on campaigns that have contributed to an opportunity.
B. It allows user to summarize campaign member statistics on a campaign.
C. It allows users to view the entire campaign hierarchy.
D. It allows user to assign percentage of influence that each campaign has on Opportunity.
48. What should an administrator consider when setting up case feed?
A. Case feed replaces the standard case detail page by default
B. The Use Case Feed permission is automatically active for all profiles
C. Case feed requires the Service Cloud User feature license
D. Chatter Feed tracking must be enabled for the case object.
49. Ten new users are going to start in 2 weeks. How can admin induct them w/o making the users active? Choose 2 answers.
A. Create data in CSV with Active=false. Use Data Import to create the users.
B. Use Data Import Wizard. Keep Active=false
C. Use time-based trigger to create the users
D. Create multiple users in UI, uncheck "Generate password and notify user via email"
50. Universal container wants to automatically backup all Salesforce data on a monthly basis. Which tool can a system administrator use to meet this requirement?
A. Data export service, data loader, report
B. Einstein Analytics
51. Universal Container wants to ensure that users complete the standard industry field when creating a new account record. To address the concern the administrator set the Industry field as required. However, some users are still able to create a new account record without completing the Industry Field. What should an administrator do to troubleshoot the issue? Choose 2 answers.
A. Verify the users have the Modify All Data permissions for the account on their profiles.
B. Verify the field–level security for the Industry field is not set to Read Only on the user profiles.
C. Verify the user have Edit Permission for accounts on their profiles.
D. Verify the Industry field is sent as required on all the account page layouts assigned to the users.
52. What is in the locale settings? Choose 3 answers.
A. Currency
B. Locale
C. Language
D. Time Zone
53. What should administrator be aware of when setting custom fiscal year? Choose 2.
A. Custom fiscal year can NOT be disabled
B. Custom fiscal year must be set manually
C. Change in fiscal year automatically updates product schedule.
D. Fiscal year affects only forecasts.
54. The support team at Universal Containers wants to be more proactive about renewing support plans with customers. They would like the support representative dedicated to each account to be notified a month before the accounts support plan expires. What should an administrator configure to meet this requirement?
A. Auto-response rule
B. Assignment rule
C. Escalation rule
D. Workflow rule
55. A system administrator at Universal Containers created a new account record type. However, sales users are unable to select the new record type when creating new account records. What are possible reasons for this? Choose 2 answers.
A. The record type has not been set as the default record type.
B. The record type has not been activated.
C. The record type does not have an associated page layout.
D. The record type has not been added to the sales user profile.
56. Universal Containers uses a private sharing model for opportunities. The sales team wants sales engineers to be involved in specific opportunity to help sales representative close deals faster. How can an administrator meet this request?
A. Add sales engineers to opportunity teams.
B. Enable Chatter Feed Tracking on opportunities.
C. Add sales engineers to account teams.
D. Add Chatter groups to opportunities
57. Universal Containers wants to create a custom object to capture account survey data. Users must be able to select an account from the survey record. Users also need the ability to view related surveys on the account record. How should the system administrator meet these requirements? Choose 2 answers.
A. Create a lookup relationship field on the account object.
B. Add the account related list to the survey page layout.
C. Create a lookup relationship field on the survey object.
D. Add the survey related list to the account page layout.
58. Universal Containers has a marketing team set up as a public group. A sales representative would like to engage the marketing team on one opportunity. What should the sales representative do to ensure the marketing team can access the opportunity?
A. Add the public group to the opportunity team.
B. Change the opportunity owner to the public group.
C. Add the public group to an opportunity queue.
D. Manually share the record with the public group.
59. The VP of Sales at Universal Containers requested that "Verbal Agreement" be added as a new opportunity stage. The Administrator added this new picklist value to the stage field but found that the new value was not available to users. What should an Administrator do?
A. Add the new value to the appropriate record type
B. Add the new value to the appropriate sales process
C. Ensure the limit of 10 stage values was not exceeded
D. Ensure the new value was marked as active
60. What should be considered when configuring the lead conversion process? Choose 2 answers.
A. Custom lead fields can be mapped to custom object fields.
B. Custom lead fields can be mapped to account, contact, and opportunity fields.
C. Roll-up summary lead fields can be mapped to custom contact fields.
D. Standard lead fields are automatically converted to account, contact, and opportunity fields.
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