SalesForce Administrator Practice Test

A users profile can be controlled by which three settings?

Record type assignment Security at the field-level Assigned apps

Users at Universal Containers (UC) adhere to the following process for expense reports: Create the expense report. Attach receipts in an Expenses app. Send the report to the accountant to review and approve. An administrator needs to enable this app for Salesforce Mobile. What should the administrator consider from the User's perspective?

1. A user can create records, attach receipts as photos, and submit for approval.

Ursa Major Solar has the following environment and requirements: A new custom object named Regulations_c is a child of the account object. All users need the ability to view Regulationsc when viewing accounts with the sales account page layout. How should an administrator provide access to Regulations_c on the sales account page layout?

1.By adding a new related list for Regulations__c to the sales account page layout (Related LIST)

At Ursa Major Solar, an administrator has set up a new user. The user needs to activate the account before the email link expires by default. How long does the user have before the link expires?

7 days

Ursa Major Solar is using products and price books. Which two items should an administrator take into considerations about these features?Choose 2 options

A product can have a different list price in different price books. The standard and list price for a product can be listed in more than one currency.

Ursa Major Solar has a private sharing model on opportunities. Leadership has asked the administrator to create a new custom object that will track customer payment information and will link to the opportunity. Only those users with access to the opportunity should be able to see the records on the new object. What should the administrator create to achieve this goal?

A master-detail relationship with profile permissions

Ursa Major Solar recently purchased 15 new Salesforce licenses. How many users can an administrator create at the same time on the add multiple users

A maximum of 10 users

Ursa Major Solar customers are starting to request custom-sized solar panels, which are currently unavailable in the standard inventory. Management has decided to add custom sizing as an add-on item in Salesforce. The administrator needs to allow sales users to add custom sizing to the total opportunity sale. What should the administrator do to achieve this goal?

Add custom sizing as a new product in a pricebook.

Which two actions should an administrator perform to provide a sales team with an easy solution for gathering customer requirements and sharing presentations with their customers?Choose 2 options.

Add customers to private Chatter groups. Use Salesforce Files to post presentations in Chatter.

Ursa Major Solar (UMS) is using the workflow field update.Which two actions can UMS complete with this feature?Choose 2 options.

Apply a specific value to a field. Modify the record type of a record.

After a recent restructure of its Sales Department, Ursa Major Solar is having issues with records being omitted in the new Opportunity Report.Which three questions should the administrator ask to research this issue? Choose 3 options.

Are records currently being shared with the sales manager? Do the records the sales managers expect to see match the filter criteria? Do owners of all records have Roles and correct Territory Assignments?

Which feature should Ursa Major Solar use if they want their support agents who are skilled in a particular product line to own cases directly after customers log them from an automated chann

Assignment rules

Ursa Major Solar wants to add charts to a Salesforce dashboard.What are three standard chart types that are available? Choose 3 options.

Bar chart Gauge chart Table

What are two ways to customize basic reports using Lightning Experience? Choose 2 options.

By adding a chart By adding a filter

Ursa Major Solar is experiencing quality assurance issues with a product line. An administrator needs to use a standard object to track the extent of the problem. Which standard object should be used?

Case

The customer support team wants to use a different Page Layout when closing a Case. Which method should the System Administrator use to fulfill this request?

Case Close Page Layout

Ursa Major Solar needs to ensure compliance with a platinum service level agreement; therefore, cases that stay in the Tier 2 queue for longer than 4 hours must be re-assigned to the Tier 3 queue. Which Salesforce feature should be used to fulfill this requirement?

Case escalation rule

Ursa Major Solar uses the following: Private data access model for cases Support agents, who own cases Product specialists who occasionally need access to cases in their product line What are two actions that will allow the appropriate access in this scenario? Choose 2 options.

Case owners manually add product specialists to ad hoc case teams. Administrators configure pre-defined case teams and assignment rules.

An administrator at Ursa Major Solar is setting up case feed. What should the administrator consider? 1 Chatter feed tracking must be enabled for the case object.2 The Use Case Feed permission is automatically active for all profiles.3 By default, the case feed replaces the standard case detail page.4 The Service Cloud user feature license is required for case feed.

Chatter feed tracking must be enabled for the case object.

An administrator at Ursa Major Solar wants to allow a sales user to relate an opportunity to a campaign. What are two ways to accomplish this goal?Choose 2 options.

Choose the primary campaign source for the opportunity.Fill in the Primary Campaign Source field to indicate that the opportunity resulted from a specific campaign. Utilize the campaign influence related list on the opportunity.The Opportunities related list on a campaign shows every opportunity that is linked to that campaign.

The administrator at Ursa Major Solar needs to provide information for total Salesforce licenses, used licenses, and the remaining Salesforce licenses.Where in setup can this information be found?

Company Information

Ursa Major Solar utilizes accounts in its sales process; however, not all users have access to them. New users require read access to accounts.

Configure a profile to grant account view access and a permission set to grant account edit access to specific users.

Ursa Major Solar recently enabled the multiple currencies feature.As a result, which currency will be used as the foundation for all currency conversion

Corporate currency

Ursa Major Solar (USM) has a Web-to-Case form on its Lightning Customer Community. USM wants to separate Cases into the following product categories: Residential Lots/Land Commercial USM has added a picklist field to store this data. How can the Case be automatically placed in the correct queue upon submission?

Create Assignment Rules based on the picklist values to move Cases to a Queue.

Ursa Major is onboarding 15 new employees in three weeks. The administrator needs to create user records in Salesforce without activating them. Which two

Create a .csv file ensuring that IsActive = False, and use the data loader to insert.With a properly formatted csv file, Data Loader can be used to create multiple users. Include the IsActive = false to create the users in an inactive status Click Add Multiple Users and ensure that Generate New Password and Notify User Immediately are unchecked.

An administrator for Ursa Major Solar wants to allow internal users to view a dashboard as a Sales Manager within a given sales region.How can this be configured?

Create a dashboard to run as a specified user

Ursa Major Solar needs to fulfill the following requirements: A custom object must be created to capture account survey data.Users need the ability to select an account from the survey record and view related surveys on the account record.Which two actions can an administrator configure to meet these requirements?Choose 2 options.

Create a lookup relationship field on the survey object. Put the survey related list on the account page layout.

Universal Containers uses a private sharing model for Cases. Each product line has several product specialists who want to have visibility to all Cases involving their product line.

Create a pre-defined Case Team for each group of product specialists and assign the team using Case Assignment Rules.

Ursa Major Solars administrator needs to create a custom field to track a specific Tier 2 support user on a case record. What is the appropriate data type to utilize when creating this custom field?

Lookup relationship

A sales executive at Universal Containers wants to be notified whenever high-value opportunities are created for hot accounts.

Create a workflow rule on the opportunity object.

Universal Containers wants to create a field to store credit card numbers and needs to make sure the information is protected. Which two actions allow the System Administrator to provide enhanced security for this field? Choose 2 options.

Create an Encrypted Text field. Update Field-Level Security settings.

High Priority cases at Ursa Major Solar need to get a response in less than 3 hours or escalated to a queue called "High Priority Queue." An administrator needs to configure the case management process to implement this requirement. How should the administrator achieve this goal?

Create an escalation rule to assign all cases where status = high to the high priority queue based on the last modification time and set the age over to 3 (hours).

Ursa Major Solar recently acquired a company whose sales team has a unique sales process, with stages that are different from the current setup of stages in Salesforce.The Chief Technology Officer (CTO) has decided that the new sales team should NOT change their process at all. What should the administrator do to incorporate the new sales teams process?

Create new values for the opportunity stage field; create a new sales process assigned to a custom record type for the new sales team.

Ursa Major Solar has the following process regarding its opportunities:There are three different lines of business (Widget A, Widget B, Widget C) that each contain fields specific to that line of business's industry and customers.For each line of business, there is a specific set of fields that Sales users should see and a different set of fields that Marketing users should see.An Administrator needs to configure Page Layouts and Record Types for the Opportunity object so that each team sees what it needs to see, without cluttered layouts containing unnecessary fields. What should the Administrator do to accomplish this goal?

Create three Record Types (Widget A, Widget B, Widget C) with six Page Layouts (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, and Marketing Widget C). ( 3 record types for 3 widgets) ( 6 page layouts for fields of each group )

Universal Containers has two business groups, Products and Services. Both groups will be using opportunities to track deals, but different fields are required by each group. In which two ways should an administrator meet this requirement? Choose 2 options.

Create two page layouts Create two record types.

Ursa Major Solar is looking into backup methods. Which set of small and large data backup methods are available in native Salesforce?

Data Loader Exports, Report Exports, and Weekly Data Export Service

How can a System Administrator discover who added a field to the account page layout?

Download the Setup Audit Trail.

Ursa Major Solar needs a case to be automatically created.Which three features can an administrator use to accomplish this goal? Choose 3 options.

Email-to-case Process Builder Web-to-case

Ursa Major Solar uses Validation Rule Fields.What are two of these fields? Choose 2 options.

Error Message Error Condition Formula

Ursa Major Solar is adding objects to a custom report type.How many objects, maximum, can be added to this report type?

Four as long as the objects have associations

A sales manager recently left Universal Containers and the Salesforce administrator has received the urgent request to deactivate their username. Because the sales manager was part of several approval processes, it is taking longer than expected.What should the Salesforce administrator do?

Freeze the User record.

At Ursa Major Solar, Sales representatives use a custom report type for Account reports. New fields have been created on the Account Object. An administrator needs to report on the newly created fields. What should the administrator do to achieve this goal?

From the Custom Report Type, Edit Layout, then add the new fields to the report.

Ursa Major Solar placed a time-dependent action in the workflow queue when the record was created. What are two situations that will cause this action to be removed from the queue?

If the record no longer matches the rule criteria If the action is deleted from the workflow queue

At Ursa Major Solar, Salesforce users have a session timeout of 12 hours. Management wants the session timeout to be increased to 24 hours. Management also wants inactive users to be logged out at that time. What should the administrator do to fulfill this request?

In session settings, select 24 hours, and check the box for force logout on session timeout.In order to log users out after 24 check the force timeout and set the timeout value to 24 hours in the session settings.

A new approval process is being adapted by Ursa Major Solar. After an opportunity has been approved, the contract is sent to the customer for signature as the final step in that process. How can the administrator implement this functionality?

Install an app from the AppExchange.

Universal Containers utilizes a private sharing model for Accounts, Contacts, and Opportunities. When account owners are on vacation, a back-up sales rep needs access to all Accounts with the rating of Hot. How should the System Administrator give the back-up sales rep access to Hot Accounts?

Instruct the Hot Account owner to manually share the Accounts with the back-up rep before leaving on vacation.

Universal Containers has a complex sales process with multiple record types, each shared with all Profiles. Some users complain about the Record Type selection screen when creating new Opportunities. Which two actions should the System Administrator take to allow these users to bypass choosing a Record Type? Choose 2 options.

Instruct users to update the Default Record Type in My Settings. Remove Record Types from the users' Profiles.

Ursa Major Solar has an opportunity record with a close date of November 15, which fulfills the criteria of a time-dependent workflow rule. The time-dependent action is scheduled for November 8.The opportunity is edited before November 8, however, and no longer meets the criteria.

It is automatically removed from the queue.

Ursa Major Solar wants to assign feature licenses to user records in Salesforce. What are two features licenses that can be assigned in this situation?

Knowledge User Service Cloud User

An administrator needs to configure Ursa Major Solar's Salesforce Mobile app with the company's brand-specific images and color schemes. Which set of branding options should the administrator use?

Loading Page Logo, Brand Color, Loading Page Color

Ursa Major Solar has selected report folders that are shared with a small group of users who are on Lightning Experience. The administrator needs to prevent these users from customizing the information in the reports. What should the administrator do to achieve this goal?

Lock report filters.

Ursa Major Solar has the following environment and requirements: Critical, high-priority accounts have an assigned District Manager, Sales Representative, Inside Sales Representative, and Customer Service Representative. The Sales Manager wants to prevent these accounts from being inadvertently contacted more than once on the same day. The Sales Manager wants to report on various customer interactions. How should the administrator fulfill these requirements?

Log a separate task, call, or activity on the account.Log a separate task, call, or activity on the account.

An administrator at Ursa Major Solar (UMS) has created a new Lightning record page for the sales team to display a report chart embedded on the account page. No record types currently exist for an account. Which action should the administrator perform to make this page the default view of the UMS app for the sales team without impacting the support team?

Make the page the default object record page for the UMS app for the sales profile.

Ursa Major Solar has a social marketing team set up as a public group. A sales representative would like to engage the social marketing team on one opportunity. What should the sales representative do to ensure the social marketing team can access the opportunity?

Manually share the record with the public group.

An Administrator at Ursa Major Solar is converting a lead and needs to capture custom lead data on the converted contact. What should the administrator do to accomplish this goal?

Map custom lead fields to custom contact fields.

Which type of field do administrators use when creating a junction object?

Master-detail

Ursa Major Solar uses data from the grand total of a custom report to create their dashboard.Which two components will populate the grand total properly?Choose 2 options.

Metric Gauge

Ursa Major Solar needs to transfer records from one user to another user during a mass transfer of account records. Which two record types can be used for this transfer?

Open cases Closed cases

Sales representatives at Ursa Major Solar are working on opportunities and need to see how their colleagues have effectively managed other opportunities with comparable products, competing against the same competitors.Which two features should an administrator use to allow for this?Choose 2 options.

Opportunity Dashboard Chatter groups

Universal Containers created a new custom object to track Inventory items. The Support Team cannot see the Inventory object's tab. Which two settings should the System Administrator check to find the cause of the problem?

Support Team Permission Sets Support Team Profiles

An administrator at Ursa Major Solar is implementing an organization-wide default option for the Account object. What is a correct option for the administrator in this scenario?

Private

At Universal Containers, a user's department determines which fields the user can see and edit on opportunities. For example, users on the sales team can edit all fields on the opportunity, while users on the support team have read-only access to these fields. In which location is field-level security controlled for users on these teams?

Profile

Where does an administrator control field-level security for users?

Profile

The Password Policy shows that the length of time until passwords expire is 90 days. However, some users find that their passwords expire every 30 days. Where should the System Administrator change the password expiration period for these users?

Profiles assigned to the Users

Ursa Major Solar is setting up case assignment rules. What are two places where the cases can be assigned? Choose 2 options. 1 Queue2 User3 Contact4 Profile

Queue User

An administrator at Ursa Major Solar is using sharing rules to grant record access to users. Which two types of record access can the administrator grant? Choose 2 options.

Read Only Read/Write

Which two levels of access should be set when sharing a document folder with users? Choose 2 options.

Read/Write Read-only

Universal Containers has a renewals sales team that will use the Opportunity object. They want to use many of the same picklist fields that are already defined, but will need unique picklist values. What feature allows a System Administrator to maintain the same field for two different teams?

Record Types

Ursa Major Solar tracks both user issues and customer issues. A user issue can be logged as: new, waiting for reply, closed A customer issue can be logged as: new, working, closed An administrator needs to track both case types. Which features should be used?

Record Types and Support Processes

The support group at Ursa Major Solar has the following requirements: Agents need to capture different information for product support and inquiry cases. The lifecycle for inquiry cases should have fewer steps than the lifecycle for product support cases. Which three features should an administrator use to meet these requirements? Choose 3 options.

Record types Page layouts Support processes

Universal Containers has three Account record types: Prospect, Customer, and Vendor. The Customer record type is only for Accounts that have a Closed Won Opportunity. How should a System Administrator prevent users from selecting the Customer Record Type when they create new Account records?

Remove the Customer Record Type as an Assigned Record Type in the users' Profiles and Permission Sets.

Ursa Major Solar wants all Sales Users to see a dashboard that displays Total Closed/Won Opportunity Amount by User on a monthly basis. The Opportunity sharing model is private.What should the administrator do to fulfill this request?

Request for the Sales Manager to create the Dashboard from the Opportunities by User Report, select "View Dashboard as Me", and save in the shared Dashboard Folder. (view dashboard as me )

An administrator at Ursa Major Solar is configuring a workflow rule.What are two considerations for an administrator in this situation?

Rule actions can take place immediately or can be time based. Rules can be evaluated when records are created or edited.

How should a System Administrator provide a Sales Rep Commission report that is visible only to the Executive Team?

Save the report in a folder shared with the Executive Team.

The managers at Ursa Major Solar asked the administrator to quickly provide access to sales reports and dashboards. How can this be done?

Search the AppExchange for free adoption report apps.

Universal Containers uses a hybrid sharing model where Accounts and Contacts are Read Only and Opportunities and Cases are Private. Account Executives (AE) own all the Accounts. Some Contacts are owned by AEs, and other Contacts are owned by support reps. How should the System Administrator ensure the AEs can edit all the Contacts associated with their Accounts, no matter who owns the Contact?

Select the edit all associated contacts option for the AE Role in the Role Hierarchy.

An administrator at Ursa Major Solar is configuring password requirements for the company's users.Which three actions are administrators able to configure?

Set maximum invalid login attempts. Set the length of time before passwords expire. Set password complexity requirements.

Universal Containers uses a custom object within the product development team. Product development, executives, and System Administrators should be the only users with access to records of this object. Product development needs read/write access to all the records within the object, while the executives should only be able to view the records. How can the System Administrator configure the security model to meet these requirements?

Set the Organization-Wide Defaults for the custom object to Public Read Write; Give the Product Development Profile Read, Create, Edit permissions; give the Executive Profile Read Only permissions for that object.

Which Salesforce tool should an administrator use to better understand all of the configuration changes that have been made from January 1 through July 1?

Setup Audit Trail

Salesforce users at Universal Containers complain that global search returns too many records. Which two configurations should a System Administrator perform to help users manage search results? Choose 2 options.

Specify the Search Filter Fields for the object's search layout. Reduce the number of records displayed for each object in the Search Results page.

Universal Containers has a sales team focused on renewals. They will use many of the same Opportunity fields as other teams, but need different Stage values. What should the System Administrator update to support this requirement?

Stage Selected Values in the Sales Processes

Ursa Major Solar (UMS) is configuring the lead conversion process. Which two factors should UMS consider before setting up the process?

Standard lead fields Custom lead fields can be mapped to account, contact, and opportunity fields.

A company needs its customer service agents to collect and display different information on case records based on whether customers are calling in with a question, product suggestion, or complaint. Which three features should the administrator use to meet this goal? Choose 3 options.

Support processes Record types Page layouts

A System Administrator cannot share a report folder. What is a possible reason?

The folder is private.

Ursa Major Solar is importing data and has many records that do NOT meet the data validation criteria. What will occur?

The import process will fail, but only for the records with invalid data.

Users at Ursa Major Solar are trying to create Opportunities. When populating a custom picklist field, the users receive errors. Additionally, when the users select either of the two values in the picklist, they receive different error messages above the field and are unable to save the Opportunities.

The picklist field has contradicting validation rules.

Ursa Major Solars administrator created a new account record type, but when marketing users are creating new account records, they are unable to choose the new record type. What are two potential causes of this issue?Choose 2 options.

The record type is deactivated.Record types need to be active in order for users to access them. The record type is disabled on the marketing user profile.

What are two reasons a user cannot be deactivated?

The user is a Customer Community Administrator. The user is the recipient of Workflow Email Alerts.

A user at Ursa Major Solar attempts to log in to Salesforce from an IP address that is outside the login IP range on the user's profile but within

The user will be unable to log in at all

When a Salesforce user is deactivated, what happens to all of the records the user owns in Salesforce?

They are assigned to the deactivated user until reassigned

A Delegated Administrator at Universal Containers cannot edit the Created Date field for the Account record. What reason should the System Administrator give for why this is occurring?

This is a System Audit field and it is Read-Only for existing records.

Recently, one of Ursa Major Solar's (UMS) competitors lost critical data after a powerful hurricane caused multiple power outages. UMS needs to ensure that its Salesforce data is backed up and protected from such an event. Which two statements are true regarding this goal?

UMS can download an app from the AppExchange. UMS can use Salesforce's weekly or monthly backup service, which is provided via a zip file.

Ursa Major Solar wants to ensure that unique data is always input into a specific field.Which two field properties should the administrator configure?

Unique Required

What two valid assignee options should an administrator use to configure case assignment rules?

User Queue

An administrator at Ursa Major Solar (UMS) needs to create a new user.When creating a username, which two considerations need to be taken in to account?Choose 2 options.

Username needs to be in the format of an Email Address. Username must be unique across all Salesforce orgs.

What is a benefit of entering Trusted IP Ranges in the Network Access section?

Users that log in within the network will not be required to verify their identity.

Which two changes are tracked in the Setup Audit Trail?Choose 2 options.

Using the Data Import Wizard Resetting a user's password

Ursa Major Solar has a million new Account records to upload into Salesforce. What is the recommended method for uploading this data?

Utilize the Data Loader.

A user is unable to log in to Salesforce. What should a Salesforce administrator do?

View the user's login history.

Ursa Major Solar uses a validation rule to prevent invalid data.What are three conditions where this rule is used?Choose 3 options.

When records are imported. When records are submitted using web-to-lead. When records are edited and saved by a user.