Salesforce Administrator Configuration
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Questions and Answers

How can an administrator automate a business process that runs once a week to count the number of open cases related to an account?

  • Configure a scheduled flow in Flow Builder (correct)
  • Set up a custom button on the Account detail page
  • Use a workflow rule with an outbound message
  • Create a custom field on the Account object

    • What is the recommended view for editing opportunities by drag and drop?

  • -tree view
  • Table view
  • Kanban view (correct)
  • List view

    • What is the best way to map a custom field on a Lead object to a custom field on an Opportunity object during lead conversion?

  • Map the lead custom field to the Opportunity custom field (correct)
  • Configure a workflow rule to update the Opportunity field
  • Use a process to update the Opportunity field based on the lead
  • Create a custom field on the Opportunity and map the two fields

    • Which automation tool supports creating a wizard to accomplish a goal?

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

    How can an administrator share records owned by Sales Team A with Sales Team B, given that both teams have their own role in the role hierarchy?

    <p>Configure owner-based sharing</p> Signup and view all the answers

    What is a consideration when working with Salesforce objects?

    <p>Standard objects are included with Salesforce</p> Signup and view all the answers

    Why might an administrator's flow not be creating new records as expected?

    <p>The flow is not active</p> Signup and view all the answers

    What type of relationship between Containers_c and Purchase_c objects would allow container records to display on purchase records?

    <p>Master-Detail relationship</p> Signup and view all the answers

    How should the administrator relate the building object to the property object in Salesforce?

    <p>Create a master-detail relationship from the building to property</p> Signup and view all the answers

    How can an administrator automate a business process that involves updating Opportunity fields based on Lead fields?

    <p>Use a process to update the Opportunity field based on the lead</p> Signup and view all the answers

    How should the administrator configure the decision element in a screen flow?

    <p>Use the equals operator and (15GlobalConstant.True) as the value</p> Signup and view all the answers

    What is the purpose of a workflow rule in Salesforce?

    <p>To automate tasks based on specific criteria</p> Signup and view all the answers

    What is the purpose of creating a custom dashboard component?

    <p>To display specific data on a dashboard</p> Signup and view all the answers

    How can an administrator create a custom button on the Account detail page?

    <p>Use Lightning App Builder</p> Signup and view all the answers

    What is a benefit of using a wizard in Salesforce?

    <p>It simplifies user input and guides users through a process</p> Signup and view all the answers

    What is the purpose of creating a new object relationship in Salesforce?

    <p>To relate objects and enable data integration</p> Signup and view all the answers

    What should an administrator configure to control the picklist values for the opportunity types?

    <p>Different page layouts that control the picklist values</p> Signup and view all the answers

    Why are the executives' dashboards showing inaccurate data?

    <p>Users have been changing the source reports</p> Signup and view all the answers

    What is a characteristic of a master-detail relationship?

    <p>Permissions for the detail record are set independently of the master</p> Signup and view all the answers

    What should AWC use to track Contacts who are independent contractors?

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

    What is the purpose of a workflow rule?

    <p>To automate business processes</p> Signup and view all the answers

    What is a benefit of using custom fields?

    <p>They can be used to track additional information</p> Signup and view all the answers

    What is the purpose of record sharing in Salesforce?

    <p>To allow users to view each other's records</p> Signup and view all the answers

    What is Lightning App Builder used for?

    <p>Building custom applications</p> Signup and view all the answers

    Study Notes

    Page Layouts and Record Types

    • For different types of opportunities, an administrator should configure separate record types and sales processes.
    • This allows for control over the picklist values for the opportunity types.

    Dashboard Integrity

    • To preserve the integrity of source reports, an administrator should create a new report folder with viewer access and move the dashboard reports to the view-only folder.

    Master-Detail Relationships

    • A master-detail relationship has three characteristics:
      • Roll-up summaries are supported.
      • Permissions for the detail record are set independently of the master.
      • The master object can be a standard or custom object.

    Tracking Contacts

    • To track contacts who occasionally work with independent contractors, an administrator should enable contacts to multiple accounts use.

    Automating Business Processes

    • To automate a business process, an administrator can configure a scheduled flow in Flow Builder.

    Lead Conversion

    • To satisfy a request to include a custom field on the lead in the Opportunity upon lead conversion, an administrator should map the lead custom field to the Opportunity field.

    Record Sharing

    • To share records between two sales teams with different roles in the role hierarchy, an administrator should use owner-based sharing.

    Flow Issues

    • If a flow is not creating new records, the issue could be that the flow is active.

    Object Relationships

    • To display container records on purchase records, an administrator should create a master-detail relationship between the two objects.

    Wizard Creation

    • To create a wizard for users to fill out when they lose a client, an administrator should use Flow Builder.

    Working with Salesforce Objects

    • Two considerations when working with Salesforce objects are:
      • Standard objects are included with Salesforce.
      • Custom and standard objects have standard fields.

    Object Relationships

    • To track properties and buildings on each property, an administrator should create a master-detail relationship from the building to the property.

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    Related Documents

    ADM-201-v24.4.2_195-afukby.pdf

    Description

    This quiz tests knowledge of Salesforce administrator configuration, including page layouts, picklist values, and sales processes. Identify the correct configuration to meet specific requirements.

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