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SALESFORCE ADM201 > SALESFORCE ADMIN 201 > Flashcards

SALESFORCE ADMIN 201 Flashcards

1
Q
  1. 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?
A

Record Type

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2
Q
  1. An administrator has been asked to update a flow that was created as part of a recent update. When the administrator opens the flow for editing, the Flow toolbox offers only four elements: Assignment, Decision, Get Records, and Loop.
    What would cause this?
A

The flow is a before save flow.

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3
Q
  1. An administrator wants to create a form in Salesforce for users to fill out when they lose a client. Which automation tool supports creating a wizard to accomplish this goal?
A

Flow Builder

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4
Q
  1. The Client services and customer support teams share the same profile but have different permission sets. The Custom Object Retention related list needs to be restricted to the client services team on the Lightning record page layout.
    What should the administrator use to fulfil this request?
A

Component Visibility

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5
Q
  1. The VP of sales at Universal Containers wants to prevent members of the sales team from changing an opportunity to a date in the past.
    What should an administrator configure to meet this requirement?
A

Validation Rule

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6
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
  • Customize Opportunity Contact Role.

- Add the Opportunity Contact Role related list to the Opportunity page layout.

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7
Q
  1. 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

A
  • Create a custom picklist field on Contact.

- Map the picklist field on the Lead to the Contact.

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8
Q
  1. Universal Containers is trying to improve the user experience when searching for the tight status on a case. The company currently has one support process that is used for all record types on cases. The

support process has 10 status values. Service reps say they never need more than five depending on what kind of case they are working on.

How should the administrator improve on the current implementation?

A

Review which status choices are needed for each record type and create support processes for each that is necessary.

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9
Q
  1. 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?
A

Flow Builder

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10
Q
  1. 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 and administrator configure?

Choose 2 answers

A
  • Outbound Message

- Approval Process

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11
Q
  1. 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?
A

Geolocation

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12
Q
  1. What are two considerations an administrator should keep in mind when working with Salesforce objects?

Choose 2 answers

A
  • Custom and standard objects have standard fields.

- Standard objects are included with Salesforce.

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13
Q
  1. Users have noticed that when they click on a report in a dashboard to view the report details, the values in the report are different from the values displayed on the dashboard.
    What are the two reasons this is likely to occur?

Choose 2 answers

A
  • The dashboard needs to be refreshed.

- The running dashboard user and viewer have different permissions.

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14
Q
  1. The marketing team wants a new picklist value added to the Campaign Member Status field for the upsell promotional campaign.
    Which two solutions should the administrator use to modify the picklist field values? Choose 2 answers
A
  • Add the Campaign Member Statuses related list to the Page Layout.
  • Edit the picklist values for the Campaign Status in object Manager.
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15
Q
  1. Ursa Solar Major is evaluating Salesforce for its service team and would like to know what objects were available out of the box.

Which three of the standard objects are available to an administrator considering a support use case?

Choose 3 answers?

A
  • Account
  • Contract
  • Case
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16
Q
  1. The administrator at Cloud Kicks has been asked to replace two old workflow rules that are doing simple field updated when a lead is created to improve processing time.
    What tool should the administrator use to replace the workflow rules?
A
  • Before Save Flow
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17
Q
  1. Ursa Major Solar uses Opportunity to track sales of solar energy products. The company has two separate sales teams that focus on different energy markets. The Services team also wants to use Opportunity to track installation. All three teams will need to use different fields and stages.
    How Should the administrator configure this requirement?
A
  • Create three sales processes. Create three record types and three page layouts.
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18
Q
  1. The service manager at Ursa Major Solar wants to let customers know that they have received their cases via email and their websites. Medium-priority and high-priority cases should receive different email notifications than low-priority cases. The administrator has created three email templates for this purpose.
    How should an administrator configure this requirement?
A
  • Create one auto-response rule. Configure three rule entry criteria and set a filter for case priority. Select the appropriate email template for each rule entry.
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19
Q
  1. The VP of sales at Dreamhouse Realty has requested a dashboard to visualize enterprise sales across the different teams. The key place of data is the total of all sales for the year and the progress to the enterprise sales goal.
    What dashboard component will effectively show this number and the proximity to the total goal as a single value?
A
  • Gauge
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20
Q
  1. 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?
A
  • Mass Transfer Tool
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21
Q
  1. Northern Trail Outfitters has two different sales processes: one for business opportunities with four stages and one for partner opportunities with eight stages. Both processes will vary in page layouts and picklist value options.
    What should an administrator configure to meet these requirements?
A
  • Separate record types and Sales processes for the different types of opportunities.
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22
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
  • Use a muting permission set with a permission set group to mute selected permissions.
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23
Q
  1. 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?
A
  • Design a standard Campaign report and add the value Won Opportunities in Campaign field.
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24
Q
  1. Cloud Kicks wants to allow customers to create their own cases while visiting its public homepage.
    What should the administrator recommend?
A
  • Web-to-Case
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25
Q
  1. An administrator at Universal Containers needs a simple way to trigger an alert to the director of sales when opportunities reach an amount of $500,000.
    What should the administrator configure to meet this requirement?
A
  • Set up Big Deal Alerts for the amount.
26
Q
  1. 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
  • Configure a validation rule requiring Lead Source when the stage is set to closed won.
27
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
  • Case Escalation Rule
28
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.

- Configure an auto launched flow for Opportunity editing.

29
Q
  1. A sales rep has a list of 300 accounts with contacts that they want to load at one time.

Which tool should the administrator utilize to import the records to salesforce?

A
  • Data Import Wizard
30
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.
31
Q
  1. An administrator gets a rush request from Human Resources to remove a user’s access to Salesforce Immediately. The user is part of a hierarchy field called Direct Manager.
    What should the administrator do to fulfil the request?
A
  • Freeze the user to prevent them from logging in while removing them from being referenced in the Direct Manager field.
32
Q
  1. AW Computing (AWC) occasionally works with independent contractors, who the company stores as Contacts in Salesforce. Contractors often change agencies, and AWC wants to maintain the historical accuracy of the record.
    What should AWC use to track Contacts?
A
  • Enable Contacts to multiple Accounts.
33
Q
  1. Which two actions should an administrator perform with Case escalation rules?

Choose 2 answers

A
  • Send email notifications.

- Re-assign the Case.

34
Q
  1. The Sales director at Cloud Kicks wants to be able to predict upcoming revenue in the next several fiscal quarters so they can set goals and benchmark how reps are performing.
    Which two features should the administrator configure?

Choose 2 answers

A
  • Sales Quotes

- Forecasting

35
Q
  1. Universal Containers requires a different Lightning page to be displayed when Accounts are viewed in the Sales Console and in the Service Console.
    How should an administrator meet this requirement?
A
  • Update page layout assignments.
36
Q
  1. 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?
A
  • Make the field editable on page layouts.
37
Q
  1. 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?
A
  • Create one set of business hours per time zone.
38
Q
  1. 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?
A
  • Get Records
39
Q
  1. An administrator at Cloud Kicks has a flow in production that is supposed to create new records. However, no new records are being created.
    What could the issue be?
A
  • The flow is inactive.
40
Q
  1. The sales manager at Cloud Kicks wants to set up a business process where opportunity discounts over 30% need to be approved by the VP of sales. Any discounts above 10% need to be approved by the user’s manager. The administrator has been tasked with creating an approval process.
    Which are two considerations the administrator needs to review before setting up this approval process? Choose 2 answers
A
  • Create a custom Discount field on the opportunity to capture the discount amount.
  • Populate the Manager standard field on the sales users’ User Detail page
41
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.
  • Roll-up summaries are supported in master-detail relationships.
  • The owner field on the detail records is the owner of the master record
42
Q
  1. 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
A
  • 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.
43
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
  • Field Update

- Email Alert

44
Q
  1. Which two capabilities are considerations when marking a field as required in Object Manager?

Choose 2 answers

A
  • The field is universally required to save a record on that object.
  • The field is added to every page layout on that object.
45
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
  • Flow Builder
46
Q
  1. Cloud Kicks wants a reports to categorize accounts into small, medium, and large based on the dollar value found in the Contract Value Field.
    What feature should an administrator use to meet this request?
A
  • Bucket Column
47
Q
  1. 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?
A
  • Configure a scheduled flow in flow Builder.
48
Q
  1. An administrator has assigned a permission set group with the two-factor authentication for User Interface Logins permissions and the two-factor authentication for API Logins permission to a group of users.
    Which two prompts will happen when one of the users attempts to log in to Data Loader?

Choose 2 answers

A
  • Users need to download and install an authenticator app on their mobile device.
  • Users need to connect an authenticator app to their Salesforce account.
49
Q
  1. 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

A
  • One page layout, two record types, one picklist

- Two page layouts, one record type, two picklists

50
Q
  1. At universal Containers, users would like to be able to share Salesforce records with other members of their team, while collaborating around general topics as well.
    Which are two considerations for enabling this functionality?

Choose 2 answers

A
  • The Add Record action must be configured in the group publisher.
  • An administrator needs to create a group to enable record sharing.
51
Q
  1. Executives at Cloud Kicks have reported that their dashboards are showing inaccurate data. The administrator has discovered been changing the source reports.

Which two actions should the administrator take to preserve the integrity of the source reports?

Choose 2 answers

A
  • Move the dashboard reports to the view-only folder.

- Change the dashboard to be a dynamic dashboard.

52
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 is permanently deleted
53
Q
  1. AW Computing has six sales teams in a region. These teams always consists of the same account manager, engineer, and assistant.
    What should the administrator configure to make it easier for teams to collaborate with the same customer?
A
  • Enable account teams and show the users how to set up a default account team.
54
Q
  1. A user at Cloud Kicks is having issues logging in to Salesforce. The user asks the administrator to reset their password.
    Which two options should the administrator consider when resetting the user’s password?

Choose 2 answers

A
  • Resetting a locked-out user’s password automatically unlocks the user’s account.
  • After resetting a password, the user may be required to activate their device to successfully log in to Salesforce.
55
Q
  1. When users log in to Salesforce via the user interface, which two settings does the system check for authentication?

Choose 2 answers

A
  • The user’s profile login hours restrictions

- The user’s Two-Factor Authentication for User Interface Logins permission

56
Q
  1. Which two solutions could an administrator find on the AppExchange to enhance their organization?

Choose 2 answers

A
  • Communities

- Components

57
Q
  1. Northern Trail Outfitters has requested that when the Referral Date field is updated on the custom object Referral Source, the parent object Referral also needs to be updated.
    Which automation solution should an administrator use to meet this request?
A
  • Process Builder
58
Q
  1. 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?

A
  • Page Layout editor
59
Q
  1. The support manager at Cloud Kicks wants to respond to customers as quickly as possible. They have requested that the response include the top five troubleshooting tips that could help solve the customer’s issue.
    What should the administrator suggest to meet these requirement?
A
  • Auto-Response Rules
60
Q
  1. Northern Trail Outfitters is using one profile for all of its marketing users, providing read-only access to the Campaign object. A few marketing users now require comprehensive edit access on Campaigns.
    How should an administrator fulfil this request?
A
  • Marketing user checkbox
61
Q
  1. 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?
A
  • Lightning page

SALESFORCE ADM201 (1 decks)

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