salesforce admin 2.0 (reviewed) Flashcards

1
Q
  1. Northern Trail Outfitters has a new flow that automatically sets the field values when a new account is created. That the flow is launched by a process, but the flow is not working properly.

What should administrator do to identify the problem?

A. Use the native debug feature in the flow builder.
B. View the setup audit Trail and review for errors.
C. Setup Email logs and review the send error log.
D. Review debug logs with the login level.

A

Correct Answer:

A. Use the native debug feature in the flow builder.

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2
Q
  1. Cloud Kicks want its reports to show a Fiscal Year that starts on February 1 and has 12 months.

How Should the Administrator Address this requirement?

A. Set the Fiscal Year to Custom and the duration to 4 quarters.
B. Set the Fiscal Year to Standard and the duration to 12 months.
C. Set the Fiscal Year to Custom and the starting month as February.
D. Set the Fiscal Year to Standard and the starting month as February.

A

Correct Answer:

D. Set the Fiscal Year to Standard and the starting month as February.

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3
Q
  1. An administrator created a record trigger flow to update contacts.

How should the administrator reference the values of the active record the flow is running on?

A. Use the $Record global variable.
B. Use the {!Account.Id} record variable.
C. Use the {!Contact.Id} global variable.
D. Use the Get Records element to find the Id.

A

Correct Answer:

A. Use the $Record global variable.

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4
Q
  1. 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

A. Email Alert
B. Chatter Post
C. Field Update
D. Auto launched Flow

A

Correct Answer: A,C
A. Email Alert
C. Field Update

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5
Q
  1. The administrator at Northern Trail Outfitters is unable to add a new user in Salesforce.

What could cause this issue?

A. The email address used for the username has a contact record.
B. The username is restricted to a domain specific to my domain.
C. The username is already in use another organization.
D. The email used for the username is not a corporate email address.

A

Correct Answer:
C. The username is already in use another organization.

All Salesforce usernames are unique, for all users, across all Organizations (including Trial Orgs, Production orgs and Sandboxes).

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6
Q
  1. The administrator at cloud kicks is trying to debug a screen flow that create contacts. One of the variables in the flow is missing on the debug screen.

What could cause this issue?

A. The available for output checkbox was unchecked.
B. The field type is unsupported by debugging.
C. The available for input checkbox was unchecked.
D. The flow is an inactive version

A

Correct Answer:

B. The field type is unsupported by debugging.

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7
Q
  1. 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 the requirement?

A. Enable Creation of Recurring Tasks.
B. Workflow rule to create recurring tasks.
C. Flow to create recurring tasks.
D. Turn on Recurring Activities.

A

Correct Answer:

A. Enable Creation of Recurring Tasks.

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8
Q
  1. 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 Message based on the Lead Industry Field Value.

What should an administrator configure to meet this requirement?

A. Use Validation rule to trigger workflow to email to Lead.
B. Create an assignment rule to email the lead
C. Configure an auto response rule to email the lead.
D. Add a public group and process builder to email the lead.

A

Correct Answer:

C. Configure an auto response rule to email the lead.

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9
Q
  1. Dream House reality has an approval process. A manager attempts to approve the record but receives an error.

What should an administrator review to troubleshoot this request?

A. Add a delegated approver for the next approver in the process.
B. Check if the user in the next approver is inactive or missing
C. Review the page layout to ensure, the fields updated in the process are visible
D. Update the field level security to view on fields that are updated in the process.

A

Correct Answer:
B. Check if the user in the next approver is inactive or missing

https://salesforce.stackexchange.com/questions/330360/approval-process-what-will-happen-if-approver-is-inactive

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10
Q
  1. 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?

A. Assignment Rule
B. Escalation Rule
C. Validation Rule
D. Auto-Response Rules

A

Correct Answer:

B. Escalation Rule

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11
Q
  1. An administrator supporting a global team of salesforce users has been asked to configure company settings

Choose 2 options

A. Password Policy
B. Currency Locale
C. Login Hours
D. Default Language

A

Correct Answer:
B. Currency Locale
D. Default Language

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12
Q
  1. 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. The lookup field in all the records contains a value.
C. The Look-Up field is required for Saving Records.
D. Roll-Up summary fields exist on the master object.

A

Correct Answer:

D. Roll-Up summary fields exist on the master object.

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13
Q
  1. The Administrator at Universal Container wants to add branding to salesforce.

Which two considerations should the administrator keep in mind?

Choose 2 Answers

A. Up to 150 custom themes can be created, modified, or cloned from the built-in themes.
B. Chatter external users see the built-in Lightning theme only.
C. Only one theme can be active at a time, and a theme applies to the entire org.
D. Themes apply to salesforce classic and to the salesforce mobile app.

A

Correct Answer:
B. Chatter external users see the built-in Lightning theme only.
C. Only one theme can be active at a time, and a theme applies to the entire org.

You can create up to 300 custom themes, but you can’t modify or clone the built-in themes provided by Salesforce.

Chatter External users see the built-in Lightning Blue theme only.

Themes don’t apply to Salesforce Classic or to mobile.

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14
Q
  1. 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?

A. Create a new permission set that has Delete access deselected for the objects.
B. Edit the profile for the users to remove Delete access from the objects.
C. Create a new role that prevents Delete permissions from rolling up to the users.
D. Use a muting permission set with a permission set group to mute selected permissions.

A

Correct Answer:

D. Use a muting permission set with a permission set group to mute selected permissions.

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15
Q
  1. Cloud Kicks executives have noticed the opportunity Expected revenue Field displays incorrect values.

How should the administrator correct this?

A. Adjust the forecast category associated with the stage.
B. Update the expected revenue associated with the stage.
C. Change the probability associated with the stage.
D. Modify the closed won value associated with the stage.

A

Correct Answer:
C. Change the probability associated with the stage.

The Expected Revenue field is an opportunity’s Opportunity Value field multiplied by its Probability.

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16
Q
  1. The business development team at Cloud Kicks thinks the account creation process has too many fields to fill out and the page feels cluttered. They have requested the administrator to simplify the process.

Which automation tool should an administrator use?

A. Validation rule
B. Workflow rule
C. Flow builder
D. Approval process

A

Correct Answer:

C. Flow builder

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17
Q
  1. 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

A. Add the Opportunity Contact Role related list to the Opportunity page layout.
B. Customize Campaign Role.
C. Add the Campaign Member related list to the Opportunity page layout.
D. Customize Opportunity Contact Role.
E. Customize Campaign Member Role.

A

Correct Answer:
A. Add the Opportunity Contact Role related list to the Opportunity page layout.
D. Customize Opportunity Contact Role.

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18
Q
  1. Cloud Kicks users are seeing error messages when they use one of their screen flows. The error messages are confusing but could be resolved if the users entered more information on the account before starting the flow.

How should the administrator address this issues?

A. Create a permission set to allow users to bypass the error.
B. Use a fault connector and display a screen with text explaining what went wrong and how to correct it.
C. Remove validation rules so that the users are able to process without complete records.
D. Uncheck the end user Flow Errors box in setup.

A

Correct Answer:
B. Use a fault connector and display a screen with text explaining what went wrong and how to correct it.

Fault connector’s are our good friend because it adds a human touch to your flows and prevents people from panicking when errors show up.

If you are using a Screen Flow, then setting up a screen for showing the errors is the best idea, especially if you are launching the flow with quick actions. By default, the error details won’t show on the quick action windows, so it might confuse your users and thus give people the impression that the solution might be buggy.

https://salesforce-flowsome.com/flow-how-to-use-fault-connectors-in-two-ways/?utm_source=rss&utm_medium=rss&utm_campaign=flow-how-to-use-fault-connectors-in-two-ways

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19
Q
  1. 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?

A. Modify compact Case page layout to include the action.
B. Add the Salesforce Mobile and Lightning Experience action to the page layout.
C. Create a custom Lightning App with the action.
D. Include the action in the Salesforce Mobile Navigation menu.

A

Correct Answer:

B. Add the Salesforce Mobile and Lightning Experience action to the page layout.

20
Q
  1. Which two actions should an administrator perform with Case escalation rules?

Choose 2 answers

A. Re-open the Case.
B. Re-assign the Case.
C. Send email notifications.
D. Change the Case Priority.

A

Correct Answer:
B. Re-assign the Case.
C. Send email notifications.

21
Q
  1. Universal Containers (UC) customers have provided feedback that their support cases are not being responded to quickly enough. UC wants to send all unassigned Cases that have been open for more than two hours to an urgent Case queue and alert the support manager.

Which feature should an administrator configure to meet this requirement?

A. Case Escalation Rules
B. Case Dashboard Refreshes
C. Case Scheduled Report
D. Case Assignment Rules

A

Correct Answer:

A. Case Escalation Rules

22
Q
  1. Cloud Kicks has a custom object named Shoe. The administrator has been asked to ensure that a relationship is created between Account and Shoe to prevent orphaned Shoe records.

What should the administrator do to complete this requirement?

A. Create an indirect lookup
B. Create an encrypted lookup
C. Create a hierarchical lookup
D. Create a master-detail lookup.

A

Correct Answer:

D. Create a master-detail lookup.

23
Q
  1. Which tool should an administrator use to review recent configuration changes made in their org?

A. Critical Updates
B. Debug logs
C. Setup Audit Trail
D. Field History Tracking

A

Correct Answer:

C. Setup Audit Trail

24
Q
  1. 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?

A. Create two record types, each with 3 page layouts.
B. Create one record type with six Page Layouts.
C. Create three record types, each with 2 page layouts.
D. Create six record types, each with 1 page layout.

A

Correct Answer:

C. Create three record types, each with 2 page layouts.

25
Q
  1. 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

A. Add a path for stage to the opportunity record page.
B. Use a Kanban list view for Opportunity.
C. Configure an auto-launched flow for Opportunity editing.
D. Create a simplified Opportunity page layout.

A

Correct Answer:
A. Add a path for stage to the opportunity record page.
B. Use a Kanban list view for Opportunity.

Auto-launched Flow: Doesn’t require user interaction. This flow type doesn’t support screens, local actions, choices, or choice sets.

26
Q
  1. Which two solutions could an administrator find on the AppExchange to enhance their organization?

Choose 2 answers

A. Communities
B. Consultants
C. Components
D. Customers

A

Correct Answer:
B. Consultants
C. Components

It’s an ecosystem of 5,000 ready-to-install solutions including apps, components, Bolt solutions, Lightning data and Flow solutions. All solutions are prescreened by Salesforce to reduce risk so you and your teams can start using it faster. In addition, AppExchange gives you access to 70K+ peer reviews and lets you tap into our partners’ industry expertise that they are sharing through the Salesforce platform.

In addition to the many solutions at your fingertips on AppExchange, you have access to over 1,000 consultants, which include certified consultants offering strategic guidance, deep technical skills, and relevant expertise to help you transform your business. Salesforce consultants are companies that are authorized by Salesforce to develop and deliver custom solutions, project implementations, integrations, migrations and more.

27
Q
  1. The Call center manager in Ursa Major Solar wants to provide agents with a case dashboard that can be drilled down by case origin, status and owner.

What should an Administrator add to the dashboard to fulfil the request?

A. Dashboard Filter
B. Bucket column
C. Dashboard component
D. Combination Chart

A

Correct Answer:
A. Dashboard Filter

Dashboard Flters make it easy for users to apply different data perspectives to a single dashboard. Filtering rules apply to fields from the dashboard’s source reports. After filters are defined, a user viewing the dashboard can select a filter to visualize the data of most interest. The filtered view is remembered - the next time the user visits the dashboard, the same filtered view is shown.

28
Q
  1. New Leads needs to be routed to the correct sales person based on the lead address.

How should the administrator configure this requirement?

A. Create formula field.
B. Use lead assignment rules.
C. Assign with an escalation rule.
D. Configure a validation rule

A

Correct Answer:

B. Use lead assignment rules.

29
Q
  1. 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?

A. Predefined Field Values
B. Global Value Picklists
C. Dependent Picklists
D. Validation Rules

A

Correct Answer:

D. Validation Rules

30
Q
  1. 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?

A. Approval process
B. Formula Field
C. Flow Builder
D. Validation Rule

A

Correct Answer:
C. Flow Builder

https://help.salesforce.com/s/articleView?id=sf.flow_concepts.htm&type=5

Triggers for Autolaunched Flows: In the Start element of an autolaunched flow, you can specify a trigger that launches the flow.

31
Q
  1. What are three characteristics of a master-detail relationship?
    Choose 3 answers
    A. The master object can be a standard or custom object.
    B. Permissions for the detail record are set independently of the master.
    C. Each object can have up to five master-detail relationships.
    D. Roll-up summaries are supported in master-detail relationships.
    E. The owner field on the detail records is the owner of the master record.
A

Correct Answer:
A. The master object can be a standard or custom object.
D. Roll-up summaries are supported in master-detail relationships.
E. The owner field on the detail records is the owner of the master record.

The detail object cannot be a standard object.

A detail record cannot be created without a Master record. The permission on the detail record cannot be set. It inherits the permission from the master record. The detail record also inherits the sharing rule from master records.

Each custom object can have up to two master-detail relationships and many lookup relationships. You can convert a master-detail relationship to a lookup relationship as long as no roll-up summary fields exist on the master object.

https://www.tutorialspoint.com/salesforce/salesforce_master_detail_relationship.htm#:~:text=Features%20of%20Master%2DDetail%20Relationship&text=A%20detail%20record%20cannot%20be,sharing%20rule%20from%20master%20records.

32
Q
  1. An administrator is on a tight deadline to create dashboards for the sales and marketing teams at AW Computing.

What should the administrator do to meet the deadline without increasing the budget?

A. Train someone on the sales and marketing teams to build dashboards.
B. Check the AppExchange for prebuilt Solution that can be easily customized.
C. Hire a Consultant to build the custom dashboards.
D. Build the dashboards manually to meet the deadline.

A

Correct Answer:

B. Check the AppExchange for prebuilt Solution that can be easily customized.

33
Q
  1. Northern Trail Outfitters has the Case Object set to private. The support manager raised a concern that the reps have a boarder view of data than expected and can see all cases on their group dashboards.

What could be causing reps to have inappropriate access to data on dashboards?

A. Dashboard Filters
B. Dashboard Subscriptions
C. Dynamic Dashboards
D. Public Dashboards.

A

Correct Answer:
C. Dynamic Dashboards

Say that your sales people can only view their own opportunities, but you’d like to review all opportunities closed in the last quarter. Create a dashboard and let people view the dashboard as you (or anyone else who can see all opportunities). When your sales people open the dashboard, they see info about all opportunities instead of only their opportunities. (Their data access in Salesforce remains unchanged. They can only see more data in your dashboard.)

34
Q
  1. What should an administrator use as an identifier when importing and updating records from a separate financial system?

A. Auto-Number field?
B. External ID
C. Rich text field
D. Record ID

A

Correct Answer:

B. External ID

35
Q
  1. Northern Trail Outfitters uses a custom object Invoice to collect customer payment information from an external billing system. The Billing System field needs to be filled on every Invoice record.

How should an administrator ensure this requirement?

A. Make the field universally required.
B. Create a Process Builder to set the field.
C. Define an approval process for the child.
D. Require the field on the record type.

A

Correct Answer:

A. Make the field universally required.

36
Q
  1. 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 login?

A. Review the Security token.
B. Review the password history.
C. Review the Password policies.
D. Review the Login history

A

Correct Answer:

D. Review the Login history

37
Q
  1. An administrator at Universal Containers is reviewing current security settings in the company’s Salesforce org.

What Should the administrator do to prevent unauthorized access to Salesforce?

A. Disable TLS requirements for sessions.
B. Enable multi factor authentication
C. Customize organization wide default
D. Enable caching and autocomplete on login page

A

Correct Answer:
B. Enable multi factor authentication

Multi-factor authentication (MFA) is a secure authentication method that requires users to prove their identity by supplying two or more pieces of evidence (or factors) when they log in. One factor is something the user knows, such as their username and password. Other factors include something the user has, such as an authenticator app or security key. By tying user access to multiple types of factors, MFA makes it much harder for common threats like phishing attacks and account takeovers to succeed.

Transport Layer Security (TLS) is a crucial part of cybersecurity protocols for organizations of any size, including managed services providers (MSPs). TLS is designed to secure data against hackers and helps ensure that sensitive information such as passwords and credit card numbers are safe.

38
Q
  1. Northern Trail outfitters has hired interns to enter Leads into Salesforce and has requested a way to is identify these new records from existing Leads.

What approach should an administrator take to meet this requirement?

A. Set up Web-to-Lead for the interns use.
B. Define a record type and assign it to the interns.
C. Create a separate Lead Lightning App.
D. Update the active Leas Assignment Rules.

A

Correct Answer:

B. Define a record type and assign it to the interns.

39
Q
  1. 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. Process Builder
B. Workflow Rule
C. Field Update
D. Outbound Message

A

Correct Answer:
A. Process Builder
B. Workflow Rule

40
Q
  1. Ursa Major Solar wants to automatically notify a manager about any cases awaiting a response from an agent for more than 2 hours after case creation.

Which feature should an administrator use to fulfill this requirement?

A. Assignment Rule
B. Case Escalation Rule
C. Omni-Channel Supervisor
D. Formula Field

A

Correct Answer:
B. Case Escalation Rule

With Omni-Channel Supervisor, real-time information about your Omni-Channel agents, queues, and work are streamed live into the panel.

41
Q
  1. 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. Related List
B. Related Record
C. Record details
D. Rich text

A

Correct Answer:
A. Related List
D. Rich text

42
Q
  1. Cloud Kicks has decided to delete a custom field.

What will happen to the data in the field when it is deleted?

A. The data in the field is stored for 20 days.
B. The data is permanently deleted.
C. The data associated with the field is required.
D. The data is restorable from the recycle bin.

A

Correct Answer:
D. The data is restorable from the recycle bin.

Deleted custom fields and their data are stored until your org permanently deletes them or 15 days has elapsed, whichever happens first. Until that time, you can restore the field and its data from the recycle bin.

https://help.salesforce.com/s/articleView?id=sf.fields_managing_deleted_fields.htm&type=5

43
Q
  1. Which item is available in a Lightning App where visibility is limited for the Salesforce Mobile App?

A. Today
B. Favorites
C. Utility Bar.
D. Home Page.

A

Correct Answer:
C. Utility Bar.

The Lightning Experience utility bar isn’t available in the Salesforce mobile app.

https://help.salesforce.com/apex/HTViewHelpDoc?id=sf.limits_mobile_sf1_nav_and_actions.htm&language=en_us

44
Q
  1. 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?

A. Quick Action
B. Workflow Rule
C. Flow Builder
D. Outbound Message

A

Correct Answer:

C. Flow Builder

45
Q
  1. The administrator at Ursa Major Solar has created a new record type for customer warranty cases. Which two assignments should the administrator use to display the new record type to users?

Choose 2 answers

A. Profile Assignment
B. Role Assignment
C. App Manager Assignment.
D. Page layout Assignment.

A

Correct Answer:
A. Profile Assignment
D. Page layout Assignment.