Salesforce ADM-201 Study Notes
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An administrator is planning to use Data Loader to mass import new records to a custom object from a new API. What will the administrator need to do to use the Data Loader?

  • Append their security token at the end of their password to login. (correct)
  • Use the Data Import Tool to mass import custom object records.
  • Reset their password and their security token.
  • Add a permission set that allows them to import data.

    • 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?

  • Approval Process
  • Lightning Web Component
  • Process Builder (correct)
  • Workflow Field Update

    • Cloud Kicks users are seeing error messages when they use one of their screen flows. How should the administrator address this issue?

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

    • What are two considerations an administrator should keep in mind when working with Salesforce objects?

    <p>A new standard object can be created.</p> Signup and view all the answers

    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?

    <p>The user is part of a territory hierarchy.</p> Signup and view all the answers

    Executives at Cloud Kicks have reported that their dashboards are showing inaccurate data. What should the administrator do to preserve the integrity of the source reports?

    <p>Create a new report folder with viewer access.</p> Signup and view all the answers

    The administrator at Universal Container has created two objects: Containers_c and Purchase_c. Management has requested that all container records display on purchase records in Salesforce. Which type of relationship between Containers_c and Purchase_c should satisfy the requirement?

    <p>Lookup field</p> Signup and view all the answers

    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?

    <p>Roll-Up summary field exists on the master object.</p> Signup and view all the answers

    Cloud Kicks has a screen flow with two questions on the same screen, but only one is necessary at a time. How should an administrator complete this?

    <p>Use conditional visibility to hide the unnecessary question.</p> Signup and view all the answers

    Cloud Kicks wants a report 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?

    <p>Bucket Column</p> Signup and view all the answers

    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? Select 2 answers.

    <p>Validation rule</p> Signup and view all the answers

    A new Sales Rep at Ursa Major has a qualified lead that is ready for conversation. When using the Lead Conversion process, which two records can be created?

    <p>Account, Contact</p> Signup and view all the answers

    Which tool should an administrator use to identify and fix potential session vulnerabilities?

    <p>Security Health Check</p> Signup and view all the answers

    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?

    <p>Password complexity requirements</p> Signup and view all the answers

    Brokers at DreamHouse Realty need to see certain information about cases when referencing the contact record. What changes should the administrator make in Setup?

    <p>Use the page layout editor to include the appropriate column in the Cases related list</p> Signup and view all the answers

    How should an administrator solve the issue of different business hours for reps in different time zones?

    <p>Create one set of business hours per time zone</p> Signup and view all the answers

    An administrator at Cloud Kicks has a flow in production that is supposed to create new records, but no new records are being created. What could the issue be?

    <p>The flow is inactive</p> Signup and view all the answers

    What data loss considerations should an administrator keep in mind when changing a custom field type from Text to Picklist? Choose 2 answers

    <p>Assignment and escalation rules may be affected.</p> Signup and view all the answers

    AW Computing occasionally works with independent contractors stored as Contacts in Salesforce. How should AWC track Contacts accurately?

    <p>Enable Contacts to multiple Accounts</p> Signup and view all the answers

    What should the administrator do to ensure the Market Segment field from a Lead is copied to the converted Account record in routine?

    <p>Ensure the Market Segment field on the Lead is mapped to right field on Account.</p> Signup and view all the answers

    The administrator for Cloud Kicks needs to give access to a new custom object with custom fields to more than one user. What options should the administrator use?

    <p>Assign permission set group to Users</p> Signup and view all the answers

    How should the administrator configure the requirement of having different fields and stages for separate sales teams using Opportunity?

    <p>Create three sales processes, create three record types, and one page layout.</p> Signup and view all the answers

    What will the administrator find when troubleshooting the issue where manually created cases show the administrator as the owner instead of the agent?

    <p>The Assignment Rule checkbox is selected by default.</p> Signup and view all the answers

    What should the administrator configure at Universal Containers to trigger an alert when opportunities reach $500,000?

    <p>Set up Big Deal Alerts for the amount</p> Signup and view all the answers

    Marketing users at Cloud Kicks should be able to view and edit converted leads. How can they access converted leads for editing?

    <p>Find them in the global search results</p> Signup and view all the answers

    An administrator at Northern Trail Outfitters is creating a validation rule. Which two functions should the administrator use?

    <p>Error condition formula</p> Signup and view all the answers

    What are two considerations for an administrator at Universal Containers to prevent users from accessing Salesforce from outside of their network?

    <p>Enforce Login IP Ranges on Every Request must be selected to enforce IP restrictions.</p> Signup and view all the answers

    Which two solutions should an administrator use to allow customers a self-serve option to generate cases?

    <p>Email-to-Case</p> Signup and view all the answers

    What should the administrator recommend to help simplify the process of editing Opportunity records that involve only changing the Stage field?

    <p>Use a Kanban list view for Opportunity.</p> Signup and view all the answers

    How can an administrator configure a feature to automatically escalate unassigned Cases that have been open for more than two hours to an urgent Case queue and alert the support manager?

    <p>Case Escalation Rules</p> Signup and view all the answers

    How should an administrator fulfill the request of providing comprehensive edit access on Campaigns for a few marketing users at Northern Trail Outfitters?

    <p>Permission sets</p> Signup and view all the answers

    What should an administrator configure to meet the requirement of Dreamhouse Reality's new home concierge offering?

    <p>Create a new sales process.</p> Signup and view all the answers

    What should an administrator use as an identifier when importing and updating records from a separate system?

    <p>External ID</p> Signup and view all the answers

    Which two user permissions should allow the Marketing team at Cloud Kicks to customize the campaign member status picklist values themselves?

    <p>Marketing user feature license</p> Signup and view all the answers

    How should an administrator proceed with activation of an upcoming critical update?

    <p>Activate the critical update in a sandbox.</p> Signup and view all the answers

    What is an important consideration for path configuration when setting up Opportunities in Salesforce?

    <p>Path can include guidance and key fields for each stage.</p> Signup and view all the answers

    How should the administrator change the owner of a case that has been open for more than 7 days at Cloud Kicks?

    <p>Escalation Rule</p> Signup and view all the answers

    Which feature should an administrator use at Ursa Major Solar to ensure users follow the status values on the path for Cases?

    <p>Validation Rules</p> Signup and view all the answers

    How can DreamHouse Realty ensure that Showing Date is only populated with a date within the current year?

    <p>Create a validation rule that ensures Showing Date contains a date within the current year.</p> Signup and view all the answers

    Which step should the administrator accomplish by adding subject matter experts to a public group and giving them access to records with a criteria-based sharing rule?

    <p>Add the subject matter experts to a public group and give them access to records with a criteria-based sharing rule.</p> Signup and view all the answers

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

    <p>External ID</p> Signup and view all the answers

    What steps should an administrator take to troubleshoot the issue of a user not being able to see a new field? (Choose 2 answers)

    <p>Review the field level security of the field for the user profile.</p> Signup and view all the answers

    Which two features should the administrator use at DreamHouse Reality to have consistent picklist values on a category field on accounts and cases?

    <p>Dependent Picklist</p> Signup and view all the answers

    Which automated actions are available to be added as part of an approval process? (Choose 2 answers)

    <p>Email Alert</p> Signup and view all the answers

    Which automation tool should an administrator use to automatically send client welcome tasks and emails when an Opportunity is Closed Won?

    <p>Process Builder</p> Signup and view all the answers

    To implement updating an account's shipping address on selected orders when the account address changes, what should the administrator use?

    <p>A screen flow on the account page that lets reps choose the updated account shipping address in all open associated orders.</p> Signup and view all the answers

    How should the administrator configure Salesforce to display only the proper lead sources based on the product category chosen?

    <p>Create a dependency between the Product Category field and Lead Source field.</p> Signup and view all the answers

    A team of support users at Cloud Kicks is helping inside sales reps make follow-up calls to prospects that filled out an interest form online. The team currently does not have access to the lead object. How should an administrator provide proper access?

    <p>Configure permission sets</p> Signup and view all the answers

    Which two capabilities are considerations when marking a field as required in Object Manager?

    <p>The field is universally required to save a record on that object</p> Signup and view all the answers

    Cloud Kicks has the organization-wide sharing default set to private on the shoe object. The sales manager should be able to view a report containing shoe records for all of the sales reps on their team. Which 3 items should the administrator configure to provide appropriate access to the report?

    <p>Custom report type</p> Signup and view all the answers

    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?

    <p>Edit the picklist values for the Campaign Status in Object Manager</p> Signup and view all the answers

    An Administrator at DreamHouse Realty wants an easier way to assign an agent capacity and skill set. Which feature should the administrator enable to meet this requirement?

    <p>Omni-Channel</p> Signup and view all the answers

    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?

    <p>Assign Lightning pages as app default</p> Signup and view all the answers

    Universal Containers has two sales teams, Sales team A and Sales team B. Each team has their own role in the role hierarchy. Both roles are subordinates of the same Manager role. How should the administrator share records owned by sales team A with Sales team B?

    <p>Use Manual sharing</p> Signup and view all the answers

    Cloud Kicks has a Customer success agent going on leave and needs to change ownership on multiple cases. Which two users are able to fulfill this request?

    <p>A user with the System Administrator profile</p> Signup and view all the answers

    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?

    <p>Formula Field</p> Signup and view all the answers

    What should the administrator do to prevent orphaned shoe records when creating a relationship between Account and Shoe?

    <p>Create a master-detail lookup</p> Signup and view all the answers

    Why are the support reps unable to see the Closed option in the Case Status picklist?

    <p>The Support Process being used omits Closed as a status choice</p> Signup and view all the answers

    Which AppExchange item should help the administrator at DreamHouse Realty meet the request for a templated process with a mortgage calculator?

    <p>Flow Solutions</p> Signup and view all the answers

    What should the administrator do to fulfill a rush request from Human Resources to remove a user's access to Salesforce immediately?

    <p>Freeze the user to prevent them from logging in while removing them from being referenced in the Direct Manager field</p> Signup and view all the answers

    Which automation tool should an administrator use to simplify the account creation process?

    <p>Flow builder</p> Signup and view all the answers

    Which three sales-specific standard Lightning components should an administrator add to the homepage to boost productivity?

    <p>Key Deals</p> Signup and view all the answers

    What should an administrator do to accomplish the request of the Sales manager at DreamHouse Realty to view and edit the Opportunities in their pipeline expected to close in the next 90 days?

    <p>Create a list view on the Opportunity object and recommend users switch the view to Kanban to edit by drag and drop</p> Signup and view all the answers

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

    <p>Setup Audit Trail</p> Signup and view all the answers

    Which three aspects of standard fields should an administrator customize?

    <p>Picklist Values</p> Signup and view all the answers

    What flow element should the administrator add?

    <p>Get Records</p> Signup and view all the answers

    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?

    <p>Contact, Lead, and Person Account</p> Signup and view all the answers

    At Universal Containers, there is a custom field on the Lead named Product Category. Management wants this information to be part of the Opportunity upon lead conversion. What action should the administrator take to satisfy the request?

    <p>Create a custom field on the Opportunity and map the two fields</p> Signup and view all the answers

    A sales rep has left the company and an administrator has been asked to reassign all their accounts and opportunities to a new sales rep while keeping the teams as is. Which tool should an administrator use to accomplish this?

    <p>Mass Transfer Tool</p> Signup and view all the answers

    An administrator supporting a global team of Salesforce users has been asked to configure company settings. Choose 2 options.

    <p>Default Language</p> Signup and view all the answers

    Cloud Kicks wants to track shoe designs by products. Which two steps should the administration configure to meet this requirement?

    <p>Create a Custom Object for shoe design</p> Signup and view all the answers

    Northern Trail Outfitters has hired interns to enter Leads Into Salesforce and has requested a way to identify these new records from existing Leads. What approach should an administrator take to meet this requirement?

    <p>Define a record type and assign it to the interns</p> Signup and view all the answers

    An administration needs to store the ID of record type of later use in a flow. Which kind of variable should the administrator use?

    <p>ID variable</p> Signup and view all the answers

    Ursa Major Solar wants its sales reps to be aware when they are speaking with high-profile customers. Which two options should be added to the Lightning record pages to achieve this?

    <p>Custom Component</p> Signup and view all the answers

    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?

    <p>Create a dashboard with the running User set as someone who can see all Opportunities</p> Signup and view all the answers

    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?

    <p>Map the picklist field on the Lead to the Contact</p> Signup and view all the answers

    Study Notes

    Salesforce ADM-201 Study Notes

    Using Data Loader

    • To use Data Loader, an administrator needs to append their security token at the end of their password to login.
    • The security token is required for API access when logging in from an IP address that is not trusted by Salesforce.

    Automation Solutions

    • Process Builder is an automation tool that allows creating processes that perform actions based on criteria.
    • It can be used to update fields on related records when a record is created or updated.

    Error Handling in Screen Flows

    • Fault connectors and screen components can be used to handle errors that occur when a flow element fails.
    • Fault connectors can be used to handle errors, and screen components can be used to display a message to the user with text explaining what went wrong and how to correct it.

    Salesforce Objects

    • Standard objects are objects that are included with Salesforce by default, such as Account, Contact, Lead, Opportunity, etc.
    • Custom objects are objects that you create to store information that is specific to your organization or industry.
    • You can create new standard objects using the Object Manager in Setup.

    Deactivating Users

    • Two reasons that would prevent a user from being deactivated are:
      • The user is part of a territory hierarchy.
      • The user is assigned in workflow email alert.

    Preserving Source Report Integrity

    • To preserve the integrity of source reports, an administrator can:
      • Create a new report folder with viewer access only.
      • Move the dashboard reports to the view-only folder.

    Object Relationships

    • A lookup field is a type of field that allows administrators to create a relationship between two objects by linking records from one object to another object.
    • Lookup fields allow users to select an existing record from a pop-up window or create a new record from the same window.

    Changing Object Relationships

    • One scenario that could prevent an administrator from changing the relationship between custom objects from master-detail to lookup is that roll-up summary fields exist on the master object.

    Conditional Visibility

    • Conditional visibility is a feature that allows administrators to show or hide screen components in a flow based on certain conditions or criteria.
    • It can be used to show only one question on a screen depending on the value of another field or variable.

    Report Features

    • Bucket columns allow administrators to categorize report data into groups without creating a formula or custom field.
    • Bucket columns can be used to create buckets for different ranges of values and assign labels to them.

    Changing Field Types

    • Two data loss considerations when changing a custom field type from Text to Picklist are:
      • Assignment and escalation rules may be affected.
      • Any list view based on the custom field is deleted.

    Copying Custom Fields

    • To ensure a custom field from a Lead is copied to a converted Account record, an administrator should:
      • Ensure the custom field on the Lead is mapped to the right field on the Account using the Lead Field Mapping tool.

    Configuring Sales Processes

    • To meet the requirement of having different fields and stages for each sales team, an administrator should:
      • Create multiple sales processes for each market segment.
      • Create multiple record types for each sales process.
      • Create multiple page layouts for each record type.

    Troubleshooting Assignment Rules

    • When troubleshooting an assignment rule issue, an administrator may find that:
      • The Assignment Rule checkbox is selected by default, which causes manually created cases to be assigned according to assignment rules instead of being owned by the agent creating them.

    Creating Validation Rules

    • Two functions that an administrator should use when creating a validation rule are:
      • Error condition formula, which defines when an error should occur based on record fields and values.
      • Error message location, which specifies where on the page layout an error message should appear when triggered by an error condition formula.

    Restricting Access to Salesforce

    • Two considerations for preventing users from accessing Salesforce from outside of their network are:
      • IP address restrictions can be set on the profile level or globally for the org.
      • Enforce Login IP Ranges on Every Request must be selected to enforce IP restrictions for API logins.### Salesforce ADM-201: Practice Test

    Web-to-Case and Email-to-Case

    • Web-to-Case and Email-to-Case are two solutions that allow customers to create cases from a web form or an email.
    • Web-to-Case generates HTML code for a web form that can be placed on a website.
    • Email-to-Case converts incoming emails into cases.

    Paths and Kanban List Views

    • Paths allow displaying key fields and guidance for each stage of an opportunity.
    • Kanban list views allow updating records by dragging them between columns.

    Case Escalation Rules

    • Case escalation rules are a feature that can be used to automatically escalate cases that meet certain criteria, such as being open for more than a specified time or having a certain priority.
    • Escalation rules can assign cases to a different owner or queue and send email notifications to the support manager or other recipients.

    Permission Sets

    • Permission sets are used to grant additional permissions and access settings to individual users without changing their profiles or requiring a new profile to be created.
    • Permission sets can be used to extend users' functional access without changing their existing profiles.

    Security Health Check

    • Security Health Check is a tool that can be used to identify and fix potential session vulnerabilities.
    • Security Health Check scans the security settings in an org and compares them to a baseline set of standards.

    Password Policies

    • Password policies can be configured to encourage employees to choose secure and appropriate passwords for their Salesforce accounts.
    • Three password policies that can be configured are:
      • Maximum invalid login attempts
      • Password complexity requirements
      • Number of days until expiration
    • Related lists are components that allow users to view and edit records related to a parent record on a record page.
    • The Related List component has two types: Related List and Enhanced List.
    • The Related List type shows records in a table format with columns that match the page layout of the parent record.
    • The Enhanced List type shows records in a compact format with fewer columns and actions.

    Business Hours

    • Business hours are used to specify the days and hours when a company's employees work.
    • Multiple sets of business hours can be created for different time zones or regions and assigned to users based on their location or function.

    Flows

    • A flow can be active or inactive depending on whether you want it to run or not.
    • An inactive flow cannot be run by users or processes until it is activated.

    Contacts to Multiple Accounts

    • Contacts to multiple accounts is a feature that allows associating a single contact with multiple accounts, both business and person accounts.
    • This feature allows maintaining the historical accuracy of the contact record without creating duplicate records for each account.

    Permission Sets and Permission Set Groups

    • A permission set group is a collection of permission sets that can be assigned to users as one unit.
    • A permission set is a collection of settings and permissions that give users access to various tools and functions in Salesforce.

    Account Teams

    • Account teams are groups of users who work together on an account.
    • Enabling account teams in Setup and assigning team roles and access levels for each team member can make it easier for teams to collaborate with the same customer.

    Big Deal Alerts

    • Big Deal Alerts allow notifying users when an opportunity reaches a certain amount or probability.
    • This feature can be used to trigger an alert to the director of sales when opportunities reach an amount of $500,000.

    Converted Leads

    • Two ways to access converted leads for editing are:
      • Find them in the global search result
      • Utilize a list view where lead status equals Qualified

    Sales Process

    • A sales process is a set of stages that an opportunity goes through as it moves from creation to close.
    • Creating a new sales process can help define a different set of stages for a new product or business model.

    External ID

    • External ID fields allow storing unique identifiers from external systems and using them for matching records during import or update operations.
    • External ID fields can be used for upsert operations that insert new records or update existing ones based on external ID values.### Marketing User Feature License
    • Enables users to create, edit, and delete campaigns
    • Allows users to manage campaign members and update campaign history via import wizards or API
    • Edit permission for campaigns allows users to modify existing campaigns and related records

    Critical Update Activation

    • Activate critical updates in a sandbox first to test their impact before auto-activation
    • This ensures customizations and integrations work as expected without affecting the production org

    Path Configuration

    • Path is a feature that allows users to visually see sales stages on an opportunity page
    • Path can include guidance and key fields for each stage to help users move opportunities along the sales process
    • Key considerations for path configuration include guidance and key fields for each stage

    Escalation Rules

    • An escalation rule is a tool that allows administrators to automatically escalate cases based on certain criteria and time triggers
    • Examples of escalation actions include changing the owner of a case, sending an email notification, or updating a field value

    Validation Rules

    • Validation rules are used to require users to follow status values as they are on the path
    • Prevent users from reverting back to previous status values
    • Use validation rules to check if the status field value is changed from one value to another value that is not allowed by business logic

    Importing and Updating Records

    • Use an external ID as an identifier when importing and updating records from an external system
    • An external ID is a custom field that has the external ID attribute enabled
    • External ID allows administrators to match records based on a unique ID value from another system

    Picklist Values

    • Use a dependent picklist to ensure that only valid values are selected for a field
    • Use a custom picklist to create picklists with values specific to the organization's needs
    • Dependent picklist and custom picklist can be used to fulfill the requirement of using consistent picklist values on a category field on accounts and cases

    Providing Access to a Field

    • Use permission sets to grant additional access to users without changing their profiles
    • Create a permission set that includes the appropriate object and field permissions for the lead object
    • Assign the permission set to the users who need access to the lead object

    Marking a Field as Required

    • When marking a field as required, the field is universally required to save a record on that object in the user interface
    • However, the field is not required to save records via the API on that object, unless also marked as required on the page layout

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    This quiz covers topics related to Salesforce administration, including using Data Loader and automation solutions like Process Builder.

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