ADM-201.pdf

Salesforce Exam ADM-201 Salesforce Certified Administrator (SP24) Version: 24.4 [ Total Questions: 252 ] Salesforce ADM-201 : Practice Test Question No : 1 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? A. Add a permission set that allows them to import data. B. Append their security token at the end of their password to login. C. Use the Data Import Tool to mass import custom object records. D. Reset their password and their security token. Answer: B Explanation: To use Data Loader to mass import new records to a custom object from a new API, the administrator will need to append their security token at the end of their password to login. The security token is an alphanumeric code that is required for API access when logging in from an IP address that is not trusted by Salesforce. The security token can be obtained from the user’s personal settings or by resetting it via email. Adding a permission set, resetting the password and the security token, or using the Data Import Tool are not necessary for using Data Loader. References: https://help.salesforce.com/s/articleView?id=sf.data_loader.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.security_token.htm&type=5 Question No : 2 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. Lightning Web Component B. Approval Process C. Workflow Field Update D. Process Builder Answer: D Explanation: Process Builder is an automation tool that allows you to create processes that perform actions based on criteria that you specify. You can use Process Builder to update fields on related records when a record is created or updated. To meet the requirement of updating the parent object Referral when the Referral Date field is updated 2 Salesforce ADM-201 : Practice Test on the custom object Referral Source, you need to create a process that triggers when a Referral Source record is updated, checks if the Referral Date field has changed, and updates the Referral Date field on the related Referral record. References: https://help.salesforce.com/s/articleView?id=sf.process_overview.htm&type=5 Question No : 3 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. Remove validation rules so that the users are able to process without complete records. B. Create a permission set to allow users to bypass the error. C. use a fault connector and display a screen with text explaining what went wrong and how to correct it. D. Uncheck the end user Flow Errors box in setup. Answer: C Explanation: Fault connector and screen component are two features that can be used to address the issue of users seeing error messages when they use one of their screen flows. Fault connector can be used to handle errors that occur when a flow element fails, such as a record create or update element. Screen component can be used to display a message to the user with text explaining what went wrong and how to correct it. References: https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_connector_fault.htm&typ e=5 https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_screencmp_display_text.htm&type=5 Question No : 4 What are two considerations an administrator should keep in mind when working with Salesforce objects? 3 Salesforce ADM-201 : Practice Test Choose 2 answers A. Custom and standard objects have standard fields. B. Standard objects are included with Salesforce. C. A new standard object can be created. D. Only standard objects support master-detail relationships. Answer: B,C Explanation: Standard objects are objects that are included with Salesforce by default, such as Account, Contact, Lead, Opportunity, etc. They have predefined fields and functionality that support common business processes. 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. References: https://trailhead.salesforce.com/en/content/learn/modules/data_modeling/standard_and_cu stom_objects Question No : 5 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? Choose 2 answers A. The use is part of a territory hierarchy. B. The User is in a Custom hierarchy field. C. The User is assigned in workflow email alert. D. The User is the highest role in the role hierarchy Answer: A,C Explanation: Two reasons that would prevent a user from being deactivated are that the user is part of a territory hierarchy or that the user is assigned in workflow email alert. A territory hierarchy is a structure that defines how territories are related to each other in Salesforce; if a user is part of a territory hierarchy, they cannot be deactivated until they are removed from all territories. A workflow email alert is an action that sends an email to one or more recipients when a workflow rule is triggered; if a user is assigned in workflow email alert, they cannot be deactivated until they are removed from all email alerts. The user being in a custom hierarchy field or being the highest role in role hierarchy are not reasons that would prevent deactivation; they may affect data visibility or record ownership after deactivation, but they do not block deactivation itself. References: 4 Salesforce ADM-201 : Practice Test https://help.salesforce.com/s/articleView?id=sf.users_deactivate_considerations.htm&type= 5 Question No : 6 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. Create a new report folder with viewer access. B. Move the dashboard to the user’s private folder. C. Move the dashboard reports to the view-only folder. D. Change the dashboard to be a dynamic dashboard Answer: A,C Explanation: Report folders are used to organize and secure reports in Salesforce. You can set different levels of access for different users or groups on each report folder. To preserve the integrity of the source reports for dashboards, you can create a new report folder with viewer access only and move the dashboard reports to that folder. This way, users can view the reports but not edit them. References: https://help.salesforce.com/s/articleView?id=sf.reports_folders.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.reports_dashboard_folder_access.htm&type =5 Question No : 7 The administrator at Universal Container has created two objects: Containers_c 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? A. Roll-Up Summary field B. Formula field 5 Salesforce ADM-201 : Practice Test C. Master-detail field D. Lookup field Answer: D Explanation: 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. For example, a lookup field can link an account record to a purchase record by storing the account ID on the purchase record. A lookup field allows users to select an existing record from a pop-up window or create a new record from the same window. References: https://help.salesforce.com/s/articleView?id=sf.relationships_lookup.htm&type=5 Question No : 8 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 field sexist on the master object. Answer: D Explanation: One scenario that could prevent an administrator from changing the relationship between work item and project custom objects from master-detail to lookup is that roll-up summary fields exist on the master object (project). Roll-up summary fields are fields that calculate values from related records in a master-detail relationship; they cannot be used in a lookup relationship. If roll-up summary fields exist on the project object, they would prevent the administrator from changing the relationship type unless they are deleted first. A junction object is not required to support a lookup relationship; it is only used when creating many-to-many relationships between two objects using two master-detail relationships. The lookup field in all the records containing a value or the lookup field being required for saving records are not scenarios that would prevent changing the relationship type; they are scenarios that would allow changing the relationship type without losing data or functionality. References: https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up_summary_fields.htm&t ype=5 https://help.salesforce.com/s/articleView?id=sf.relationships_considerations.htm&type=5 6 Salesforce ADM-201 : Practice Test Question No : 9 Clod Kicks has a screen flow with two questions on the same screen, but only one is necessary at a time. The administrator has been asked to show only the questions that is needed. How should an administrator complete this? A. Use a new version of the flow for each scenario. B. Use a decision element and a new screen to show the proper question C. Use a conditional visibility to hide the unnecessary question D. Use branching in the flow screen to show the proper scenario Answer: C Explanation: Conditional visibility is a feature that allows administrators to show or hide screen components in a flow based on certain conditions or criteria. For example, conditional visibility can show only one question on a screen depending on the value of another field or variable. Conditional visibility consists of one or more rules that define when to show or hide a component based on an expression that evaluates to true or false. In this case, the administrator can use conditional visibility to hide the unnecessary question on the screen flow based on the scenario. References: https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_screencmp.htm&type=5 Question No : 10 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. Detail Column B. Bucket Column C. Group Rows D. Filter Logic Answer: B Explanation: Bucket column allows you to categorize report data into groups without 7 Salesforce ADM-201 : Practice Test creating a formula or custom field. You can create buckets for different ranges of values and assign labels to them. References: https://help.salesforce.com/s/articleView?id=sf.reports_bucketing_overview.htm&type=5 Question No : 11 What data loss considerations should an administrator keep in mind when changing a custom field type from Text to Picklist? Choose 2 answers A. There will be no data loss with use of a global value set. B. Assignment and escalation rules may be affected. C. Auto updates will be made to Visualforce references to prevent data loss. D. Any list view based on the custom field is deleted. Answer: B,D Explanation: Two data loss considerations when changing a custom field type from Text to Picklist are: Assignment and escalation rules may be affected, because the values in the picklist may not match the values that were previously entered in the text field, and the rules may not trigger as expected. Any list view based on the custom field is deleted, because the filter criteria for the list view may not be valid for the new field type, and the list view cannot be displayed. There will be no data loss with use of a global value set or auto updates to Visualforce references, because these are not related to changing a custom field type from Text to Picklist. References: https://help.salesforce.com/s/articleView?id=sf.fields_changing_type_consideration s.htm&type=5 Question No : 12 AW Computing has added a new custom text field called Market Segment on the Lead object. When a Lead is converted, the new field is not getting copied to the Account record. 8 Salesforce ADM-201 : Practice Test What should the administrator do to ensure the Market Segment field from a Lead is copied to the converted Account record in routine? A. Ensure the Market Segment field on the Lead is mapped to right field on Account. B. Ensure Account has a field that has the exact same name as the new Lead field. C. Write a Validation Rule to ensure the Account has a value in that field. D. Write a record-triggered flow to copy the custom field from Lead to Account. Answer: A Explanation: To ensure Market Segment field from Lead is copied to converted Account record in routine manner without manual intervention , an administrator should ensure Market Segment field on Lead is mapped to right field on Account using Lead Field Mapping tool under Lead Settings. This tool allows mapping custom fields from Lead object to custom fields on Account , Contact , or Opportunity objects so that data is transferred when leads are converted. For example , an administrator can map Market Segment field on Lead to Market Segment field on Account using this tool. Ensuring Account has a field that has same name as new Lead field , writing validation rule , or writing record-triggered flow are not necessary for copying custom fields from Lead to Account. References : https :// help. salesforce. com / s / articleView ? id = sf. leads_custom_field_mapping. htm & type = 5 Question No : 13 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 one page layout. B. Create one sales process. Create three record types and three page layouts. C. Create three sales processes. Create three record types and three page layouts. D. Create one sales process. Create one record type and three page layouts. Answer: C Explanation: A sales process is a set of stages that an opportunity goes through as it moves from creation to close. A record type is a way to offer different business processes, picklist values, and page layouts to different users based on their profiles. A page layout controls the layout and organization of detail and edit pages for a specific object and record 9 Salesforce ADM-201 : Practice Test type combination. To meet the requirement of having different fields and stages for each team, you need to create three sales processes for each market segment, three record types for each sales process, and three page layouts for each record type. References: https://help.salesforce.com/s/articleView?id=sf.customize_salesprocess.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_layout.htm&type=5 Question No : 14 The administrator at Cloud Kicks writes an assignment rule to send all cases created via email or the web to the Automated Cases Queue Any manually created cases should be owned by the agent creating them, however, the manually created cases now show the administrator as the owner. What will the administrator find when troubleshooting this issue? A. An escalation rule is changing the case owner on case creation B. The Assignment Rule checkbox is selected by default. C. Another assignment rule is giving ownership to the administrator D. The Owner field is missing on the webform and email template. Answer: B Explanation: The Assignment Rule checkbox is a checkbox that appears on manual case creation pages when assignment rules are defined for cases. The Assignment Rule checkbox determines whether or not to apply assignment rules to manually created cases. If the Assignment Rule checkbox is selected by default, then any manually created cases will be assigned according to assignment rules instead of being owned by the agent creating them. To prevent this from happening, an administrator can either deselect the Assignment Rule checkbox when creating cases manually; or change the default setting for this checkbox under setup by selecting or deselecting Use active assignment rules by default. References: https://help.salesforce.com/s/articleView?id=sf.customize_casesupport_assign.htm&type=5 Question No : 15 An administrator at Northern Trail Outfitters is creating a validation rule. Which two functions should the administrator use when creating a validation rule? 10 Salesforce ADM-201 : Practice Test Choose 2 answers A. Formula return type B. Error condition formula C. Error message location D. Rule active date Answer: B,C Explanation: 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 Formula return type and rule active date are not functions used for validation rules. References: https://help.salesforce.com/s/articleView?id=sf.validation_rules_overview.htm&typ e=5 Question No : 16 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. B. Users can change their password to avoid login IP restrictions. C. Enforce Login IP Ranges on Every Request must be selected to enforce IP restrictions. D. Single sign-on will allow users to log in from anywhere. Answer: A,C Explanation: IP address restrictions allow you to prevent users from accessing Salesforce from outside of their network. You can set IP address restrictions on the profile level or globally for the org. To enforce IP restrictions for API logins, you must select Enforce Login IP Ranges on Every Request in Session Settings. References: https://help.salesforce.com/s/articleView?id=sf.security_networkaccess.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.security_enforce_ip_ranges.htm&type=5 11 Salesforce ADM-201 : Practice Test Question No : 17 DreamHouse Realty regularly processes customer requests for warranty work and would like to offer customers a self-serve option to generate cases. Which two solutions should an administrator use to meet this request? Choose 2 answers A. Web-to-Case B. Case Escalation C. Case Queues D. Email-to-Case Answer: A,D Explanation: 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 you can place on your website. Email-to-Case converts incoming emails into cases. References: https://help.salesforce.com/s/articleView?id=sf.customizesupport_web_to_case.htm&type= 5 https://help.salesforce.com/s/articleView?id=sf.customizesupport_email_to_case.htm&type =5 Question No : 18 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 12 Salesforce ADM-201 : Practice Test 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. Answer: A,B Explanation: Paths allow you to display key fields and guidance for each stage of an opportunity. Kanban list views allow you to update records by dragging them between columns. References: https://help.salesforce.com/s/articleView?id=sf.path_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.kanban_overview.htm&type=5 Question No : 19 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 Answer: A Explanation: Case escalation rules are a feature that can be used to meet this requirement. Case escalation rules can 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. References: https://help.salesforce.com/s/articleView?id=sf.case_escalation.htm&type=5 Question No : 20 13 Salesforce ADM-201 : Practice Test 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. Permission sets B. Organization-wide defaults C. Marketing user checkbox D. Field-level security Answer: A Explanation: 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. You can use permission sets to extend users’ functional access without changing their existing profiles. To meet the request of giving comprehensive edit access on Campaigns to a few marketing users who have read-only access by default, you need to create a permission set with edit access on Campaigns and assign it to those users. References: https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm&type=5 Question No : 21 Which tool should an administrator use to identify and fix potential session vulnerabilities? A. Field History Tracking B. Setup Audit Trail C. Security Health Check D. Organization-Wide Defaults Answer: C Explanation: 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, such as the Salesforce Baseline Standard or the Salesforce Optimized Standard. Security Health Check provides a health check score and a list of issues and recommendations for improving the security settings. References: https://help.salesforce.com/s/articleView?id=sf.security_health_check.htm&type=5 14 Salesforce ADM-201 : Practice Test Question No : 22 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? Choose 3 answers A. Maximum invalid login attempts B. Prohibited password values C. Require use of Password Manager App D. Password complexity requirements E. Number of days until expiration Answer: A,D,E Explanation: Maximum invalid login attempts, password complexity requirements, and number of days until expiration are three password policies that an administrator can configure to encourage employees to choose secure and appropriate passwords for their Salesforce accounts. Maximum invalid login attempts determines how many times a user can enter an incorrect password before being locked out of Salesforce. Password complexity requirements determine how complex a user’s password must be based on criteria such as length, case sensitivity, alphanumeric characters, etc. Number of days until expiration determines how often users must change their passwords. References: https://help.salesforce.com/s/articleView?id=sf.security_password_policies.htm&type=5 Question No : 23 Brokers at DreamHouse Realty need to see certain information about one or more cases when referencing the contact record. This record case Name, Case ID, Customer Name, Case Reason, Case Status, and Case Creation Date. Which two changes in Setup should the administrator make? A. Use the page layout editor to change the related list type to Enhanced List. B. Edit the Related List component in the Lightning App Builder and choose Related List as the related list type. C. Edit the Related List component in the Lightning App Builder and choose Enhanced List as the related list type. D. Use the page layout editor to include the appropriate column in the Cases related list. 15 Salesforce ADM-201 : Practice Test Answer: B,D Explanation: To see certain information about one or more cases when referencing the contact record, an administrator can use two methods: edit the Related List component in the Lightning App Builder and choose Related List as the related list type; and use the page layout editor to include the appropriate column in the Cases related list. The Related List component is a component that allows 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. To change the type of the Related List component, an administrator can use the Lightning App Builder and select either Related List or Enhanced List from the properties panel. The page layout editor is a tool that allows administrators to control how fields, related lists, buttons, etc., are arranged on a record detail or edit page for each object. To include appropriate columns in a related list, such as case name, case ID, customer name, case reason, case status, and case creation date for cases related to contacts, an administrator can use the page layout editor and drag and drop the desired fields from the palette to the Cases related list on the contact page layout. References: https://help.salesforce.com/s/articleView?id=sf.lex_related_lists_component.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_pagelayouts_overview.htm&type =5 Question No : 24 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. Set temporary business hours for each time zone. B. Adjust the currant business hours to accommodate the Eastern Time Zone. C. Create one set of business hours per time zone. D. Allow the reps to set business hours manually. Answer: C Explanation: Business hours are used to specify the days and hours when your company’s employees work. You can create multiple sets of business hours for different 16 Salesforce ADM-201 : Practice Test time zones or regions and assign them to users based on their location or function. To meet the requirement of having different business hours for reps on pacific time and eastern time, you need to create one set of business hours per time zone and assign them accordingly. References: https://help.salesforce.com/s/articleView?id=sf.customize_supporthours.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_supporthours_assign.htm&type= 5 Question No : 25 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 read only. B. The flow is inactive. C. The flow URL is deactivated. D. The flow trigger is missing. Answer: B Explanation: 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 you activate it. If a flow in production is supposed to create new records but it is not doing so, it could be because the flow is inactive and needs to be activated. References: https://help.salesforce.com/s/articleView?id=sf.flow_distribute_activate.htm&type=5 Question No : 26 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? 17 Salesforce ADM-201 : Practice Test A. Use a partner community to track the Contacts. B. Create a new Contact record for each agency. C. Create a Junction object to track many-to-many relationship. D. Enable Contacts to multiple Accounts. Answer: D Explanation: Contacts to multiple accounts is a feature that allows you to associate a single contact with multiple accounts, both business and person accounts. This way, you can maintain the historical accuracy of the contact record without creating duplicate records for each account. References: https://help.salesforce.com/s/articleView?id=sf.contacts_multiple_accounts.htm&type=5 Question No : 27 The administrator for Cloud Kicks needs to give access to a new custom object with custom fields to more than one user. Which two options should an administrator use to meet this requirement? Choose 2 answers A. Add to manual sharing list B. Assign permission set group to Users C. Create a Permission Set D. Edit organization-wide defaults Answer: B,C Explanation: A permission set group is a collection of permission sets that can be assigned to users as one unit; it simplifies permission management by reducing the number of permission assignments needed for users who require multiple permission sets. A permission set is a collection of settings and permissions that give users access to various tools and functions in Salesforce; it can be used to extend users’ access beyond their profile without changing their profile. Creating permission sets and assigning permission set groups can help Cloud Kicks give access to new custom object with custom fields to more than one user by creating permission sets that include access to new custom object with custom fields and assigning permission set groups that contain those permission sets to users who need them. Adding users to manual sharing list or editing organization-wide defaults are not options for giving access to new custom object with 18 Salesforce ADM-201 : Practice Test custom fields to more than one user; they either do not apply to custom objects or do not grant object-level access. References: https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.perm_set_groups_overview.htm&type=5 Question No : 28 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 and configure standard opportunity teams with splits. B. Enable account teams and show the users how to set up a default account team. C. Create a queue for each team and assign account ownership to the queue. D. Propose the users manually share all their accounts with their teammates. Answer: B Explanation: Account teams are groups of users who work together on an account. You can enable account teams in Setup and assign team roles and access levels for each team member. Users can set up a default account team that is automatically added to any account that they own or create. This makes it easier for teams to collaborate with the same customer without manually sharing each account. References: https://help.salesforce.com/s/articleView?id=sf.accountteam.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.accountteam_default.htm&type=5 Question No : 29 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. B. Enable Opportunity Update Reminders 19 Salesforce ADM-201 : Practice Test C. Opportunity warning in Kanban View. D. Key Deals component on the homepage Answer: A Explanation: Big Deal Alerts allow you to notify users when an opportunity reaches a certain amount or probability. References: https://help.salesforce.com/s/articleView?id=sf.forecasts3_big_deal_alerts.htm&type=5 Question No : 30 Marketing users at Cloud Kicks should be able to view and edit converted leads. The administrator has assigned them permission set with the View and edit Converted Leads permission. Which two ways can the marketing users now access converted leads for editing? Choose 2 answers A. Find them in the global search result. B. Search the Recent Records component on the homepage. C. Utilize a list view where lead status equals Qualified. D. Use the Data Import Wizard, Answer: A,C Explanation: Two ways that marketing users can now access converted leads for editing are: Find them in the global search result, by entering the lead name or other keywords in the global search box and selecting Leads from the drop-down menu. Converted leads will appear in the search result with a check mark icon next to them. Utilize a list view where lead status equals Qualified, by creating or modifying a list view on the Leads tab and adding a filter for Lead Status equals Qualified. Converted leads will have Qualified as their lead status and will be visible in the list view. Searching the Recent Records component on the homepage or using Data Import Wizard will not allow users to access converted leads for editing. References: https://help.salesforce.com/s/articleView?id=sf.leads_view_converted.htm&type=5 Question No : 31 20 Salesforce ADM-201 : Practice Test Dreamhouse Reality just announced its new home concierge offering. This product is unlike anything the company has offered in the past and follows a different business model. What Should the administrator Configure to meet this requirement? A. Create a quick action. B. Create a new approval process. C. Create a new sales process. D. Create a new Opportunity product. Answer: C Explanation: A sales process is a set of stages that an opportunity goes through as it moves from creation to close. It can be customized by administrators to match different business models or product lines within an org. Creating a new sales process can help Dreamhouse Realty define a different set of stages for its new home concierge offering that is unlike anything the company has offered in the past and follows a different business model. Creating a quick action, a new approval process, or a new opportunity product are not solutions for creating a customized sales process; they are used for different purposes such as creating records, approving records, or adding products to opportunities. References: https://help.salesforce.com/s/articleView?id=sf.customize_salesprocess.htm&type=5 Question No : 32 What should an administrator use as an identifier when importing and updating records from a separate system? A. Rich Text field B. Record ID C. Auto-Number field D. External ID Answer: D Explanation: To use as an identifier when importing and updating records from a separate system, an administrator should use External ID field type on an object. 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 also be used for upsert operations that insert new records or update existing ones based on external ID values. For example, an administrator can create an External ID field on Account object that stores account numbers from an external ERP system and use it for importing or updating 21 Salesforce ADM-201 : Practice Test accounts from that system. Rich Text field, Record ID, and Auto-Number field are not suitable for using as identifiers when importing and updating records from a separate system. References: https://help.salesforce.com/s/articleView?id=sf.fields_about_field_types.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.data_loader_upsert.htm&type=5 Question No : 33 The Marketing team at Cloud Kicks uses campaigns to generate product interest. They want custom picklist values for the campaign member Status field for each campaign they run, currently, they ask the administrator to add or delete values, but this is very time consuming. Which two user permission should allow the Marketing team to customize the campaign member status picklist values themselves? Choose 2 answers A. Create and Edit for Campaign Member B. Marketing user feature license C. Customize Application permission D. Edit permission for campaigns Answer: B,D Explanation: To customize the campaign member status picklist values themselves, marketing users need two things: a marketing user feature license and edit permission for campaigns. A marketing user feature license enables users to create, edit, and delete campaigns; manage campaign members; and update campaign history via the import wizards or API. Edit permission for campaigns allows users to modify existing campaigns and their related records such as campaign members and campaign member statuses. References: https://help.salesforce.com/s/articleView?id=sf.campaigns_enable.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.campaigns_member_status.htm&type=5 Question No : 34 An administrator has reviewed an upcoming critical update. How should the administrator proceed with activation of the critical update? 22 Salesforce ADM-201 : Practice Test A. Activate the critical update in a sandbox. B. Allow the critical update to auto-activate. C. Activate the critical update in production. D. Allow the critical update to auto-activate in a sandbox. Answer: A Explanation: To test the impact of a critical update before it is auto-activated, you should activate it in a sandbox first. This way, you can verify that your customizations and integrations work as expected without affecting your production org. References: https://help.salesforce.com/s/articleView?id=sf.admin_critical_updates.htm&type=5 Question No : 35 Users at Universal Containers would like to visually see the sales stages on an Opportunity page. The administrator is configuring path for Opportunities. Which is an important consideration for path configuration? A. Kanban views for Path must be configured manually. B. The Owner field can be edited in the key fields Panel. C. Celebrations are unable to be added to a path. D. Path can include guidance and key fields for each stage. Answer: D Explanation: Path is a feature that can be used to visually see the 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. Guidance can provide tips, policy information, or best practices for each stage. Key fields can display important fields that users need to fill in or update for each stage. References: https://help.salesforce.com/s/articleView?id=sf.path_overview.htm&type=5 Question No : 36 Cloud Kicks needs to change the owner of a case when it has been open for more than 7 23 Salesforce ADM-201 : Practice Test days. How should the administrator complete this requirement? A. Auto - Response Rules B. Validation Rule C. Escalation Rule D. Assignment Rule Answer: C Explanation: An escalation rule is a tool that allows administrators to automatically escalate cases based on certain criteria and time triggers. For example, an escalation rule can change the owner of a case, send an email notification, or update a field value when a case has been open for more than 7 days. An escalation rule consists of multiple rule entries that define the criteria and actions for each escalation scenario. References: https://help.salesforce.com/s/articleView?id=sf.case_escalation.htm&type=5 Question No : 37 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 Answer: D Explanation: To require users to follow the status values as they are on the path and prevent them from reverting back to previous status values, the administrator should use validation rules that check if the status field value is changed from one value to another value that is not allowed by business logic. For example, if status values are New > In Progress > Closed, then a validation rule can check if status is changed from Closed to In Progress or New, and show an error message if true. Predefined Field Values, Global Value Picklists, and Dependent Picklists are not able to enforce status progression or prevent status reversion. References: https://help.salesforce.com/s/articleView?id=sf.validation_rules_overview.htm&type=5 24 Salesforce ADM-201 : Practice Test Question No : 38 DreamHouse Realty requires that house showings be scheduled within the current year to prevent too many future showings from stacking up. How can they make sure Showing Date is only populated with a date this years? A. Sync the users' Showing Calendar to Salesforce and filter it to only look at this year. B. Create a report that shows any Showing Dates not scheduled in the current year to the updated. C. Add Help Text so the user knows to only add a Showing Date within the current year. D. Create a validation rule that ensures Showing Date contains a date within the current year. Answer: D Explanation: A validation rule is a feature that allows administrators to define criteria for data entry or import operations and display an error message when those criteria are not met. For example, a validation rule can ensure that house showings are scheduled within the current year by comparing the showing date field with a formula that returns the current year. If the showing date field contains a date outside of the current year, then the validation rule will prevent users from saving or importing records with an error message. References: https://help.salesforce.com/s/articleView?id=sf.fields_about_validation_rules.htm&type=5 Question No : 39 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 Answer: B Explanation: An external ID is a custom field that has the external ID attribute enabled, which means it can be used as an identifier when importing and updating records from an external system. It allows administrators to match records based on a unique ID value from another system instead of using Salesforce record IDs, which may not be available or consistent across systems. An auto-number field is a custom field that automatically 25 Salesforce ADM-201 : Practice Test assigns a unique numeric value to each record, but it cannot be used as an identifier when importing and updating records from an external system because it is generated by Salesforce and may not match with the external system’s IDs. A rich text field is a custom field that allows users to enter formatted text, images, and links, but it cannot be used as an identifier when importing and updating records from an external system because it is not unique or consistent across systems. A record ID is an internal ID assigned by Salesforce to each record, but it cannot be used as an identifier when importing and updating records from an external system because it may not be available or consistent across systems. References: https://help.salesforce.com/s/articleView?id=sf.custom_field_attributes.htm&type=5 Question No : 40 DreamHouse Reality needs to use consistent picklist value on a category filed on accounts and cases, with value respective to record types. Which two features should the administrator use to fulfill this requirement? Choose 2 Answers A. Dependent Picklist B. Global Picklist C. Multi-Select Picklist D. Custom Picklist Answer: A,D Explanation: A dependent picklist and a custom picklist are the two features that can be used to fulfill the requirement. A global picklist and a multi-select picklist are not features that can be used to fulfill the requirement. Here is a more detailed explanation of why A and B are the correct answers: A. Dependent Picklist A dependent picklist is a picklist whose values are dependent on the value selected in another picklist. This is useful for ensuring that only valid values are selected for a field. In this case, the administrator can create a dependent picklist for the category field on accounts and cases, with the values for the picklist being dependent on the record type selected. This will ensure that only the relevant picklist values are available for selection based on the record type selected. For example, the administrator could create a dependent picklist for the category field on accounts and cases with the following values: Record Type: New Account Picklist Values: Residential, Commercial Record Type: Existing Account 26 Salesforce ADM-201 : Practice Test Picklist Values: Renewal, Upsell, Cross-sell This would ensure that only the relevant picklist values are available for selection when creating a new account or an existing account. B. Custom Picklist A custom picklist is a picklist that is created by the administrator. This is useful for creating picklists with values that are specific to the organization's needs. In this case, the administrator can create a custom picklist for the category field on accounts and cases, with the values for the picklist being specific to the organization's needs. This will ensure that the picklist values are relevant to the organization and its customers. For example, the administrator could create a custom picklist for the category field on accounts and cases with the following values: Picklist Values: Residential, Commercial, Land, Multi-Family This would ensure that the picklist values are relevant to the organization and its customers. Question No : 41 A team of support users at Cloud Kicks is helping inside sales reps make follow-up calls to prospects that filled out an interest from online. The team currently does not access to the lead object. How should an administrator provide proper access? A. Create a new profile B. Configure permission sets. C. Assign a new role. D. Set Up Manual Sharing Answer: B Explanation: Permission sets are a flexible way to grant additional access to users without changing their profiles. To provide access to the lead object for a team of support users, create a permission set that includes the appropriate object and field permissions for leads, and then assign it to the users. References: https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm&type=5 Question No : 42 Which two capabilities are considerations when marking a field as required in Object 27 Salesforce ADM-201 : Practice Test Manager? Choose 2 answers A. The field is not required to save records via the API on that object. B. The field is universally required to save a record on that object. C. The field is added to every page layout on that object. D. The field is optional when saving records via web-to-lead and web-to-case Answer: A,B Explanation: When you mark a field as required in Object Manager, 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 you also mark it as required on the page layout. References: https://help.salesforce.com/s/articleView?id=sf.fields_about_required_fields.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.admin_profile_picklists.htm&type=5 Question No : 43 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? Choose 3 answers A. Custom report type. B. Folder access C. Report subscription D. Field level security Answer: A,B,D Explanation: To provide appropriate access to a report that contains shoe records for all of the sales reps on their team, the administrator should configure three items: A custom report type that includes the shoe object and its fields A folder access that grants access to the sales manager and their team members 28 Salesforce ADM-201 : Practice Test to view and run reports in that folder A field level security that allows the sales manager and their team members to see all the fields on the shoe object Report subscription, while useful for scheduling and delivering reports, does not affect access to the report itself. References: https://help.salesforce.com/s/articleView?id=sf.reports_builder_create_report_type. htm&type=5 https://help.salesforce.com/s/articleView?id=sf.reports_manage_folders.htm&type =5 https://help.salesforce.com/s/articleView?id=sf.admin_fls.htm&type=5 Question No : 44 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. B. Edit the picklist values for the Campaign Status in object Manager. C. Mass modify the Campaign Member Statuses related list. D. Modify the picklist value on the Campaign Member Statuses related list Answer: B,D Explanation: Campaign Status is a standard picklist field on the Campaign object that indicates whether a campaign is planned, in progress, completed, or aborted. Campaign Member Status is a custom picklist field on the Campaign Member object that indicates how a person responded to a campaign, such as sent, responded, registered, attended, etc. To add a new picklist value for Campaign Status, you need to edit the field in Object Manager. To add a new picklist value for Campaign Member Status, you need to modify the field on the Campaign Member Statuses related list on the Campaign page layout. References: https://help.salesforce.com/s/articleView?id=sf.campaigns_fields.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.campaigns_member_status.htm&type=5 Question No : 45 29 Salesforce ADM-201 : Practice Test 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? A. Knowledge Management. B. Omni-Channel C. Escalation Rules D. Territory Management Answer: B Explanation: To assign agent capacity and skill set, the administrator should enable Omni- Channel, which is a feature that allows agents to work on multiple cases or chats at once based on their availability and expertise. Omni-Channel can route work items to agents based on their predefined capacity and skills, ensuring that they are working on the right tasks at the right time. Knowledge Management, Escalation Rules, and Territory Management are not related to agent capacity and skill set. References: https://help.salesforce.com/s/articleView?id=sf.omnichannel_overview.htm&type=5 Question No : 46 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. B. Define multiple record types. C. Assign Lightning pages as app default. D. Create different user profiles. Answer: C Explanation: Lightning pages are custom layouts that let you design pages for your Salesforce org using Lightning App Builder. You can assign different Lightning pages for different apps, record types, and profiles using Lightning page assignments. To meet the requirement of displaying different Lightning pages for Accounts in Sales Console and Service Console, you need to assign Lightning pages as app default for each app. References: https://help.salesforce.com/s/articleView?id=sf.lightning_page_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.lightning_page_assignments.htm&type=5 30 Salesforce ADM-201 : Practice Test Question No : 47 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? A. Hierarchical sharing B. Use Manual sharing C. Criteria based sharing D. Owner based sharing Answer: B Explanation: Manual sharing allows record owners to share individual records with other users or groups. This is useful when one-off sharing is needed for a specific situation. Hierarchical sharing, criteria-based sharing and owner-based sharing are not suitable for this scenario because they are based on predefined rules or roles that do not match the requirement. References: https://help.salesforce.com/s/articleView?id=sf.sharing_overview.htm&type=5 Question No : 48 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? Choose 2 answers A. A user with Read Permission on account. B. A user with manager role above the agent. C. A user with the System Administrator profile. D. A user with the Manage Cases Permission Answer: B,C Explanation: A user with manager role above the agent can change ownership on multiple 31 Salesforce ADM-201 : Practice Test cases that are owned by the agent or by users below the agent in the role hierarchy. A user with the System Administrator profile can change ownership on any case, regardless of the owner or role hierarchy. References: https://help.salesforce.com/s/articleView?id=sf.case_change_owner.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.admin_userperms.htm&type=5 Question No : 49 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 Answer: B Explanation: A formula field is a type of field that calculates a value based on an expression or formula that references other fields or constants. For example, a formula field can display today’s date by using the TODAY() function. In this case, the administrator can create a formula field on the account object that updates the audited date field with today’s date when the status of the account is changed to ‘Audited’. References: https://help.salesforce.com/s/articleView?id=sf.fields_about_formulas.htm&type=5 Question No : 50 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. Assignment B. Get Records C. Create Records 32 Salesforce ADM-201 : Practice Test D. Update Records Answer: B Explanation: Get Records is a flow element that allows you to retrieve one or more records from an object that meet certain conditions and store them in a collection variable or a record variable for use later in the flow. You can also choose which fields from those records you want to store in variables. References: https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_data_getrecords.htm&ty pe=5 Question No : 51 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? A. Case and Opportunity B. Account and User C. Contact, Lead, and Person Account D. Individual, User, and Account Answer: C Explanation: Contact, lead, and person account are three objects that will have the individual field available for tracking data privacy information when data protection and privacy is enabled for an org. The individual object is an object that stores data privacy preferences and requests for customers who are subject to privacy regulations such as GDPR; it can be linked to contact, lead, or person account records using the individual field. Case and opportunity, account and user, or individual, user, and account are not combinations of objects that will have the individual field available for tracking data privacy information; they either do not store customer data or do not support individual object relationships. References: https://help.salesforce.com/s/articleView?id=sf.individual_object.htm&type=5 Question No : 52 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. 33 Salesforce ADM-201 : Practice Test What action should the administrator take to satisfy the request? A. Map the lead custom field to the product's product category field. B. Create a workflow to update Opportunity fields based on the lead. C. Create a custom field on the Opportunity and map the two fields. D. Configure the product categories picklist field on the product. Answer: C Explanation: To transfer data from a lead custom field to an opportunity field upon lead conversion, an administrator needs to create a custom field on the opportunity object that matches the data type and length of the lead custom field, and then map the two fields using the lead field mapping tool under setup. This will ensure that the value of the product category field on the lead is copied to the corresponding field on the opportunity when the lead is converted. References: https://help.salesforce.com/s/articleView?id=sf.leads_customize_map.htm&type=5 Question No : 53 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. Data Loader B. Mass Transfer Tool C. Data Import Wizard D. Dataloader.io Answer: B Explanation: The mass transfer tool allows you to transfer up to 250 records at a time from one user to another user while keeping the existing team members intact. You can access this tool from Setup by entering Mass Transfer Records in the Quick Find box. References: https://help.salesforce.com/s/articleView?id=sf.mass_transfer_overview.htm&type=5 Question No : 54 An administrator supporting a global team of salesforce users has been asked to configure company 34 Salesforce ADM-201 : Practice Test settings. Choose 2 options A. Currency Locale B. Default Language C. Password Policy D. Login Hours Answer: A,B Explanation: Currency locale and default language are two of the company settings that an administrator can configure in Salesforce. Currency locale determines how currency amounts are formatted and displayed in reports and other places. Default language determines the language used for labels, buttons, tabs, and other elements in Salesforce. References: https://help.salesforce.com/s/articleView?id=sf.admin_supported_currencies.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.admin_supported_languages.htm&type=5 Question No : 55 Cloud kicks wants to track shoe designs by products. Shoe designs should be unable to be deleted, and there can be multiple design for one product across various stages. Which two steps should the administration configure to meet this requirement? Choose 2 answers A. Create a Custom Object for shoe design. B. Configure a Custom Lookup Field for shoe design on the product object. C. Add a custom master detail field for shoe design on the Product Object. D. Use the Standard Object for designs. Answer: A,C Explanation: Custom object and master detail field are two steps that should be configured to meet this requirement. Custom object can be used to create a new object for shoe design that can store information about different designs and stages. Master detail field can be used to create a relationship between Product and Shoe Design that prevents deletion of Shoe Design records and allows multiple designs for one product. References: https://help.salesforce.com/s/articleView?id=sf.customize_customobjects.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.relationships_considerations.htm&type=5 35 Salesforce ADM-201 : Practice Test Question No : 56 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? A. Create a separate Lead Lightning App. B. Define a record type and assign it to the interns. C. Set up Web-to-Lead for the interns' use. D. Update the active Lead Assignment Rules. Answer: B Explanation: To identify new leads entered by interns from existing leads, the administrator should define a record type and assign it to the interns. This will allow them to select a different record type when creating leads, and distinguish them from other leads based on record type. Creating a separate Lead Lightning App or updating the active Lead Assignment Rules will not affect lead identification. Setting up Web-to-Lead form will not work if the interns are entering leads manually in Salesforce. References: https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5 Question No : 57 An administration needs to store the ID of record type of later use in a flow. Which kind of variable should the administrator use? A. Boolean variable B. Text variable C. ID variable D. Record variable Answer: C Explanation: An ID variable is a type of variable that can store an ID value of a record or a record type in a flow. It can be used to store the ID of a record type for later use in a flow, such as assigning it to a record or using it in a condition. A boolean variable is a type of variable that can store a true or false value in a flow. A text variable is a type of variable that can store a text value in a flow. A record variable is a type of variable that can store one or more field values of a record in a flow. References: 36 Salesforce ADM-201 : Practice Test https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_variables.htm&type=5 Question No : 58 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? Choose 2 answers A. Custom Component B. Highlight Panel C. Action and Recommendations D. Component Visibility Filter E. Rich Text Area Answer: A,D Explanation: Two options that should be added to Lightning record pages to make sales reps aware when they are speaking with high-profile customers are: Custom Component, which can display a custom message or icon on the record page based on certain criteria such as account rating or industry. For example, an administrator can create a custom Lightning Web Component that shows a star icon on account record pages if account rating is Hot or Warm. Component Visibility Filter, which can control when a component is visible on a record page based on field values of that record. For example, an administrator can add a component visibility filter to an existing component such as Path or Highlights Panel that makes it visible only if account rating is Hot or Warm. Highlight Panel, Action and Recommendations, and Rich Text Area are not options that can be used to make sales reps aware when they are speaking with high- profile customers. References: https://developer.salesforce.com/docs/component- library/documentation/en/lwc/lwc.create_components https://help.salesforce.com/s/articleView?id=sf.dynamic_forms_component_visibilit y.htm&type=5 Question No : 59 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 37 Salesforce ADM-201 : Practice Test see how the company is performing at any point in time. How should an administrator create the dashboard without changing any sharing setting? A. Update the dashboard to folder settings to manager for the sales reps role. B. Add a filter to the dashboard to filter the opportunities by owner role. C. Build individual dashboards for profiles that need to see the enterprise results. D. Create a dashboard with the running User set as someone who can see all Opportunities Answer: D Explanation: Creating a dashboard with the running user set as someone who can see all opportunities is a way to create an enterprise-wide dashboard of all open opportunities in the pipeline without changing any sharing settings. The running user determines what data is displayed on the dashboard based on their access level and permissions; if the running user can see all opportunities, then the dashboard will show all opportunities regardless of who views it. Updating the dashboard folder settings to manager for the sales reps role does not create an enterprise-wide dashboard; it only controls who can access the dashboard folder, not what data is displayed on the dashboard. Adding a filter to the dashboard to filter the opportunities by owner role does not create an enterprise-wide dashboard either; it only shows opportunities owned by users in certain roles, not all opportunities. Building individual dashboards for profiles that need to see the enterprise results is not a feasible solution; it would require creating multiple dashboards for different profiles and maintaining them separately, which is inefficient and redundant. References: https://help.salesforce.com/s/articleView?id=sf.dashboards_running_user.htm&type=5 Question No : 60 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. B. Update the picklist value with a validation rule. C. Map the picklist field on the Lead to the Contact. D. Set the picklist field to be required on the Lead Object. 38 Salesforce ADM-201 : Practice Test Answer: A,C Explanation: To make sure the custom picklist field values are populated on contact when leads are converted, you need to create a custom picklist field on contact and map it to the corresponding field on lead. References: https://help.salesforce.com/s/articleView?id=sf.convert_lead_mapping.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_fields.htm&type=5 Question No : 61 Cloud Kicks has a custom object named shoe. The administrator has been asked to ensure that when 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. Answer: D Explanation: Master-detail lookup is a type of relationship field that can be used to create a relationship between Account and Shoe and prevent orphaned Shoe records. Master- detail lookup establishes a parent-child relationship between two objects, where the parent record controls certain behaviors of the child record, such as security, ownership, and deletion. If the parent record is deleted, all the child records are deleted as well. References: https://help.salesforce.com/s/articleView?id=sf.relationships_considerations.htm&type=5 Question No : 62 Support reps at Cloud Kicks (CK) are reporting that when they try to close a case, the Closed option in the Case Status picklist is missing. CK has asked the administrator to find a solution. Why are the support reps unable to see the Closed option in the specified piclist? 39 Salesforce ADM-201 : Practice Test A. The Case record type is missing Closed as a picklist value. B. The Close Case page layout must be used to close a case. C. The Show Closed Statuses m Case Status Field checkbox is set to the default. D. The Support Process being used omits Closed as a status choice. Answer: D Explanation: A support process is a feature that allows administrators to define and enforce the stages that a case or work order must go through based on its record type. A support process determines which values are available for the status field for each record type. If a support process omits a certain value for the status field, such as Closed, then users will not be able to see or select that value when working with cases or work orders of that record type. References: https://help.salesforce.com/s/articleView?id=sf.customize_supporthome.htm&type=5 Question No : 63 DreamHouse Realty (DHR) wants a templated process with a mortgage calculator that generated leads for loans. DHR needs to complete the project within 30 days and has maxed out its budget for the year. Which AppExchange item should help the administrator to meet the request? A. Lightning Data B. Lightning Community C. Flow Solutions D. Bolt Solutions Answer: C Explanation: Flow Solutions are pre-built flows or templates that can be installed from AppExchange and customized to meet specific business needs. For example, Flow Solutions can provide common use cases such as lead generation, document generation, payment processing, and more. In this case, the administrator can use a Flow Solution that provides a mortgage calculator and generates leads for loans. Flow Solutions are easy to install and configure, and can help save time and budget for projects. References: https://help.salesforce.com/s/articleView?id=sf.flow_solutions.htm&type=5 Question No : 64 40 Salesforce ADM-201 : Practice Test 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. B. Deactivate the user and delete any records where they are referenced in the Direct Manager field. C. Change the user’s profile to read-only while removing them from being referenced in the Direct Manager Field. D. Delete the user and leave all records where they referenced in the Direct Manager Field without changes. Answer: A Explanation: Freezing a user is a way to temporarily prevent them from logging in to Salesforce without deactivating their user record. This is useful when you need to perform some cleanup tasks before deactivating a user, such as removing them from being referenced in a hierarchy field like Direct Manager. References: https://help.salesforce.com/s/articleView?id=sf.users_freeze.htm&type=5 Question No : 65 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. Approval process B. Workflow rule C. Flow builder D. Validation rule 41 Salesforce ADM-201 : Practice Test Answer: C Explanation: Flow builder is an automation tool that allows administrators to create flows that guide users through screens, collect data, and perform actions on records. It can be used to simplify the account creation process by creating a screen flow that shows only the essential fields for creating an account and hides any unnecessary fields or sections from the page layout. Approval process, workflow rule, and validation rule are not automation tools that can simplify the account creation process; they are used for different purposes such as approving records, updating fields, or enforcing data quality. References: https://help.salesforce.com/s/articleView?id=sf.flow_builder.htm&type=5 Question No : 66 The Cloud kicks sales manager wants to boost productivity by providing insights at the start of each day. Which three sales-specific standard Lightning components should administrator add to the homepage to meet this requirement? Choose 3 Answers. A. Activities B. Path C. Assistant D. Key Deals E. Performance chart. Answer: A,C,D Explanation: To boost productivity by providing insights at the start of each day, the administrator should add three sales-specific standard Lightning components to the homepage: Activities, which shows tasks and events related to records that matter most to users Assistant, which provides personalized suggestions and reminders for key updates and actions Key Deals, which highlights important opportunities that need attention or are close to closing Path and Performance Chart are not standard Lightning components, but custom components that can be added to specific objects or pages. References: https://help.salesforce.com/s/articleView?id=sf.home_components.htm&type=5 42 Salesforce ADM-201 : Practice Test Question No : 67 The Sales manager at DreamHouse Realty wants the sales users to have a quick way to view and edit the Opportunities in their pipeline expected to close in the next 90 days. What should an administrator do to accomplish this request? A. Create a custom report and schedule the sales users to receive it each day as a reminder to update their opportunities. B. Enable Sales Console and show users how to open a tab for each opportunity in the pipeline that meets the requirements. C. Create a list view on the Opportunity object and recommend users switch the view to Kanban to edit by drag and drop. D. Make a new Sales dashboard and add a component that shows all opportunities that meet the criteria. Answer: C Explanation: A list view is a feature that allows users to filter and display records based on certain criteria and fields. A Kanban view is a feature that allows users to view records as cards organized by columns that represent stages in a process such as opportunity stages or case statuses. Users can switch between list view and Kanban view by clicking on a toggle button on any object tab that supports Kanban view such as opportunities or cases. Users can also edit records by dragging and dropping cards from one column to another or by clicking on an inline edit icon on each card. In this case, the administrator can create a list view on the opportunity object that filters opportunities by expected close date in the next 90 days; and recommend users switch the view to Kanban to edit opportunities by drag and drop. References: https://help.salesforce.com/s/articleView?id=sf.lex_list_views.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.kanban_view.htm&type=5 Question No : 68 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 43 Salesforce ADM-201 : Practice Test D. Field History Tracking Answer: C Explanation: Setup audit trail is a tool that allows administrators to review recent configuration changes made in their org. It shows a list of up to 180 days of setup changes made by anyone in the org, including the date, time, user, and type of change. It can help administrators track who made what changes and when, and troubleshoot any issues caused by configuration changes. Critical updates are notifications that inform administrators of new features or enhancements that may impact their org; they do not show configuration changes made by users. Debug logs are records of database operations, system processes, and errors that occur when executing a transaction or running unit tests; they do not show configuration changes made by users either. Field history tracking is a feature that allows administrators to track changes to the values of certain fields on records; it does not show configuration changes made in setup. References: https://help.salesforce.com/s/articleView?id=sf.monitorsetup.htm&type=5 Question No : 69 Which three aspects of standard fields should an administrator customize? Choose 3 answers A. Picklist Values B. Help Text C. Field history tracking D. Decimal Places E. Field name Answer: A,B,D Explanation: Picklist values, help text, and decimal places are three aspects of standard fields that an administrator can customize to suit their business needs. Picklist values are the options that users can choose from a picklist field; they can be added, edited, or deleted by administrators. Help text is the text that appears when users hover over a field; it can be customized by administrators to provide additional information or guidance for users. Decimal places are the number of digits that appear after the decimal point in a number or currency field; they can be changed by administrators to adjust the precision of the field values. Field history tracking and field name are not aspects of standard fields that can be customized; they are only available for custom fields. References: https://help.salesforce.com/s/articleView?id=sf.customize_picklists.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_fields_edit.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_fields_number.htm&type=5 44 Salesforce ADM-201 : Practice Test Question No : 70 Ursa Major Solar is noticing a decrease in deals with a cross-sell opportunity type and wants to share all cross-sell opportunities with a team of subject matter experts in their organisation. The company has different roles, and the organisation wide default opportunity is set to private. How should the administrator accomplish this? A. Add the subject matter experts to a public group and give them access to records with a criteriabased sharing rule. B. Change the organisation-wide default for opportunity from private to public Read/Write to open up access for subject matter experts. C. Enable territory management, assign the subject matter experts to the same territory, and give them access to the records with manual sharing. D. Create a new role for the subject matter experts and give them access to the records with the owner-based sharing rule Answer: A Explanation: A criteria-based sharing rule is a tool that allows administrators to share records with certain users based on field values rather than ownership. For example, a criteria-based sharing rule can share all opportunities with a cross-sell opportunity type with a specific group of users. A public group is a collection of individual users, roles, roles and subordinates, or other groups that can be used to simplify sharing settings and other processes. In this case, the administrator can add the subject matter experts to a public group and give them access to records with a criteria-based sharing rule that matches the cross-sell opportunity type. References: https://help.salesforce.com/s/articleView?id=sf.sharing_criteria_rules.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.public_groups.htm&type=5 Question No : 71 The administrator are Cloud Kicks created a new field for tracking returns on their new cloud shoe. A 45 Salesforce ADM-201 : Practice Test user has submitted case to the administrator indication that the new field is unavailable. Which two steps should an administrator do to troubleshoot this issue? Choose 2 answers A. Ensure that the page layout for the user's profile has been updated. B. Run the setup audit trail for the organization. C. Update the organization wide default for the object. D. Review the field level security of the field for the user profile Answer: A,D Explanation: Page layout and field level security are two factors that determine whether a user can see a new field on a record. To troubleshoot this issue, the administrator should ensure that the page layout for the user’s profile has been updated to include the new field and that the field level security of the field for the user profile allows read or edit access. References: https://help.salesforce.com/s/articleView?id=sf.customize_layoutoverview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.admin_fls.htm&type=5 Question No : 72 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 B. Chatter Post C. Auto launched Flow D. Email Alert Answer: A,D Explanation: Field update and email alert are two types of automated actions that can be added as part of the approval process. Field update allows you to change the value of a field on a record when it is submitted, approved, rejected, or recalled. Email alert allows you to send an email to one or more recipients when a record is submitted, approved, rejected, or recalled. References: https://help.salesforce.com/s/articleView?id=sf.approvals_automated_actions.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.approvals_creating_approval_actions.htm&t ype=5 46 Salesforce ADM-201 : Practice Test Question No : 73 The administrator at AW Computing wants to send off client welcome tasks and a welcome email to the primary contact automatically when an Opportunity is Closed won. What automation tool best accomplishes this? A. Validation Rule B. Outbound Message C. Approval Process D. Process Builder Answer: D Explanation: Process Builder is a tool that can be used to automate business processes by creating record-triggered flows that execute actions when certain conditions are met. In this case, Process Builder can be used to create a flow that executes when an opportunity is closed won and creates a client welcome task and a welcome email for the primary contact. References: https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm&type=5 Question No : 74 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. Table B. Stacked Bar C. Donut D. Gauge 47 Salesforce ADM-201 : Practice Test Answer: D Explanation: A gauge component shows a single value along with its percentage of a total value within predefined ranges using colors (red-yellow-green). It is useful for showing key performance indicators (KPIs) such as total sales amount and progress towards sales goal. References: https://help.salesforce.com/s/articleView?id=sf.dashboards_gauge_component_type.htm&t ype=5 Question No : 75 Northern Trail Outfitters has asked an administrator to ensure that when a contact with a title of CEO is created, the contact’s account record gets updated with the CEO’s name. Which feature should an administrator use to implement this request? A. Quick Action B. Workflow Rule C. Process Builder D. Validation Rule Answer: C Explanation: Process Builder is a tool that can be used to implement this request. Process Builder can create record-triggered flows that execute actions when certain conditions are met. In this case, Process Builder can create a flow that executes when a contact with a title of CEO is created and updates the contact’s account record with the CEO’s name. References: https://help.salesforce.com/s/articleView?id=sf.process_overview.htm&type=5 Question No : 76 Universal Container wants to prevent its service team from accessing deal records. While service users are unable to access deal list views; they are able to find the deal records via a search. What options should the administrator adjust to fully restrict access? A. Record setting and search index B. Permissions and tab visibility C. App permissions and search terms 48 Salesforce ADM-201 : Practice Test D. Page layouts and field- level security Answer: B Explanation: Permissions and tab visibility are two options that administrators can adjust to fully restrict access to records for certain users or profiles. Permissions determine what users can do with records, such as create, read, edit, delete, view all, or modify all. Tab visibility determines whether users can see a specific object tab in their app launcher or navigation bar. By setting permissions and tab visibility to none or hidden for deal records for service users or profiles, administrators can prevent them from accessing deal records via search or other methods. References: https://help.salesforce.com/s/articleView?id=sf.users_profiles_permissions.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_tabs.htm&type=5 Question No : 77 Ursa Major Solar has service level agreements (SLA) that are routed to support queues. Cases that meet the 24 hour SLA need to be automatically re-assigned to the next tier queue. Which feature should be used to fulfill this requirement? A. Einstein Case Routing B. Auto-response rule C. Case assignment rule D. Case escalation rule Answer: D Explanation: To re-assign cases that meet the 24 hour SLA to the next tier queue, the administrator should use a case escalation rule that defines the criteria for escalating cases, such as age or priority, and the actions to perform when those criteria are met, such as changing owner or sending email alerts. Case escalation rules can help ensure that cases are handled in a timely manner and escalated to appropriate users or queues. Einstein Case Routing, Auto-response rule, and Case assignment rule are not able to re- assign cases based on SLA or age. References: https://help.salesforce.com/s/articleView?id=sf.case_escalation.htm&type=5 Question No : 78 49 Salesforce ADM-201 : Practice Test Which three items are available in the mobile navigation menu? Choose 3 answers A. Lightning App Pages B. Lightning Home Page C. Chatter D. Utility Bar E. Dashboards Answer: A,C,E Explanation: Lightning app pages, Chatter, and dashboards are three items that are available in the mobile navigation menu. The mobile navigation menu allows users to access different items in the Salesforce mobile app, such as objects, apps, or utilities. Users can customize their mobile navigation menu by adding or removing items and changing their order. References: https://help.salesforce.com/s/articleView?id=sf.app_nav_setup.htm&type=5 Question No : 79 Cloud kicks needs to ensure appropriate shipping details are used in orders. Reps should have a streamlined solutions to update the shipping address on selected orders associated with an account when the shipping address is changed on the account. How should the administrator deliver this requirement? A. An autolaunched flow on the order page that updates all open orders shipping addresses whenever the account shipping addresses changes. B. An autolaunched flow on the account page that updates all open orders shipping addresses whenever the account shipping addresses changes. C. A screen flow on the order page that lets the reps choose the updated account shipping address in all open associated orders D. A screen flow on the account page that lets the reps choose the updated account shipping address in all open associated orders Answer: D 50 Salesforce ADM-201 : Practice Test Explanation: To update the shipping address on selected orders associated with an account when the shipping address is changed on the account, the administrator should create a screen flow on the account page that lets the reps choose which orders they want to update with the new address. This will give them more control and flexibility over which orders are affected by the change. An autolaunched flow on either object will not allow reps to select specific orders, and may cause unwanted updates or errors. A screen flow on the order page will not be able to update multiple orders at once. References: https://help.salesforce.com/s/articleView?id=sf.flow_build_screen.htm&type=5 Question No : 80 Cloud Kicks generates leads for its different product categories (shoes, apparel, and accessories) through many different sources. While some lead sources are used for all three categories, other lead sources are specific to a single category. The VP of marketing requests that only the proper lead sources be displayed based on the product category chosen. How should the administrator configure Salesforce to meet this requirement? A. Create a page layout for each category and filter the Lead Source field based on category. B. Create a dependency between the Product Category field and Lead Source field. C. Create business processes and record types for each of the three product categories. D. Create a single business process, then create record types for each product category. Answer: B Explanation: To display only the proper lead sources based on the product category chosen, an administrator should create a dependency between the Product Category field and Lead Source field on Lead object. A dependency is a relationship between two picklist fields that restricts the values available in one picklist based on the value selected in another picklist. For example, an administrator can create a dependency that shows only Online Store and Social Media as lead sources if Product Category is Shoes, but shows only Trade Show and Magazine as lead sources if Product Category is Apparel. Creating a page layout for each category, creating business processes and record types for each category, or creating a single business process with record types for each category will not display only the proper lead sources based on the product category chosen. References: https://help.salesforce.com/s/articleView?id=sf.customize_dependent.htm&type=5 51 Salesforce ADM-201 : Practice Test Question No : 81 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? Choose 2 answers A. Account B. Campaign C. Case D. Contact Answer: A,D Explanation: Account and contact are two records that can be created when using the lead conversion process. The lead conversion process converts a lead into an account, a contact, and optionally, an opportunity. References: https://help.salesforce.com/s/articleView?id=sf.convert_lead.htm&type=5 Question No : 82 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? Choose 2 answers A. Approval Process B. Flow Builder C. Opportunity sharing rule D. Validation rule Answer: B,D Explanation: Flow Builder and Process Builder are two automation tools that should be used to accomplish this request. Flow Builder can be used to create a flow that defines the logic and actions for creating a renewal opportunity, such as setting the stage, close date, and amount. Process Builder can be used to create a process that triggers the flow when an opportunity is closed won. References: https://help.salesforce.com/s/articleView?id=sf.flow_builder.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.process_overview.htm&type=5 52 Salesforce ADM-201 : Prac

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