Administration Essentials for New Admins Exam ADM-201 Test Questions

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1. The sales manager at Cloud Kicks approves time off for their employees. They asked the administrator to ensure these requests are seen and responded to by a backup manager while the sales manager is out on vacation.

What should the administrator use to fulfill the requirement?

Delegated Approver

Approval History Related List

Delegated Administrator

Two-Step Approval Process

2. Northern Trail Outfitters has two sales groups. Each group has its own unique sales process. Management wants to ensure that the sales groups see their relevant sales process when working on opportunities.

How should an administrator meet this requirement?

Page Layouts

Record types

Enable Paths

Opportunity Teams

3. DreamHome Realty 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?

Create a new approval process.

Create a new Opportunity product.

Create a quick action.

Create a new sales process.

4. An administrator is on a tight deadline to create dashboards for the sales and marketing teams at AW Computing.

What should the administrator do to meet the deadline without increasing the budget?

Hire a consultant to build the custom dashboards.

Build the dashboards manually to meet the deadline.

Train someone on the sales and marketing teams to build dashboards,

Check the AppExchange for a prebuilt solution that can be easily customized.

5. What should an administrator consider when setting up Case Feed?

Case Feed replaces the standard case detail page by default.

Chatter Feed tracking must be enabled for the case object.

Case Feed requires the Service Cloud User feature license.

The Use Case Feed permission is automatically active for all profiles

6. Ursa Major Solar (UMS) wants to assign a Lightning for Outlook layout.

Which two options can UMS assign this layout to? Choose 2 answers

Role

User

Team

Profile

7. 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?

Mass Transfer Tool

Data Import Wizard

Data Loader

Dataloader.io

8. In which two ways can users access Salesforce from their mobile devices'? Choose 2 answers

install Salesforce Connect for mobile.

Use the Lightning Experience in web browser.

Install the Salesforce mobile configuration.

Use the downloadable Salesforce mobile application

9. Users at Universal Containers need the ability to save email templates in the following folder:

Unfiled Public Email Templates''

Currently, users are unable to do so.

Which action should an administrator take to allow users to save emails to this folder?

Navigate to the profile of each user and check the box for manage public template.

Navigate to the email templates and manually share each with the profile of the specific users.

Navigate to the email template and manually share each with the specific users.

Navigate to the record and check the box for manage public templates.

10. What are the defaults for Org wide Default (OWO) and Profile permissions for all Profiles that have View All Data or Modify All Data disabled on a custom object?

Private for OWD and CRED for Profiles

Private for OWD and No Access for Profiles

Public Read/Write for OWD and CRED for Profiles

Public Read/Write for OWD and No Access for Profiles

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11. The support group at Universal Containers wants agents to capture different Information for product support and Inquiry cases. In addition, the lifecycle for product support cases should have more steps than the lifecycle for inquiry cases .

Which three features should an administrator use to meet these requirements? Choose 3 answers Calculator

Support processes

Permission sets

Field -level security

Page layouts

Record types

12. Which two solutions could an administrator find on the AppExchange to enhance their organization? Choose 2 answers

Consultants

Customers

Communities

Components

13. A system administrator at Universal Containers needs to transfer records from one user to another.

What object can be transferred using the mass transfer tool? (2 answers)

Leads

Campaigns

Quotas

Accounts

14. The administrator at Cloud Kicks has been asked to ensure that all Cases submitted by customers are resolved within 30 minutes. Any case that is resolved within that timeframe should be assigned to the ‘High Priority’ queue.

How should the administrator meet this requirement?

Configure Case escalation rules.

Enable Case assignment rules.

Define Case auto-response rules.

Create a Case workflow rules

15. What two valid assignee options should an administrator use to configure case assignment rules? Choose 2 answers

Queue

Pubic group

case team

User

16. Ursa Major Solar’s administrator needs to create a custom field to track a specific tier 2 support user…

What is the appropriate data type to utilize when creating this custom field?

Lookup relationship

Lookup filter

Hierarchical relationship

Formula

17. Which relationship can be selected in a custom report type where Accounts is the primary object and Contacts is the related object?

Each contact may or may NOT have a related account.

Each contact must have a related account.

Each account may or may NOT have related contacts.

Each account must NOT have related contacts.

18. Major Solar plans to offer partner its services at a discounted rate applied to at opportunities.

The administrator needs to ensure that the appropriate prices are applied to services on opportunities for this partner.

What should the administrator do to achieve this goal?

Create a new discount record type on the services object.

Create a custom price book with the discounted list prices.

Create a custom object for the discounted services.

Create a new list price on the standard price book.

19. What must an administrator do when creating a record type?

Create a new page layout for the record type

Set the field-level security for the record type

Assign the record type to the appropriate profiles

Add the record type to the required user records

20. Which two actions can be completed with a workflow field update.

Which two actions can UMS complete with this feature? Choose 2 answers

Change the record type of a record.

Select a formula field for a field update.

Apply a specific value to a field.

Update the value of a field on a child object.

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21. An administrator needs to configure Ursa Major Solar's Salesforce Mobile app with the company's bran-specific images and color schemes.

Which set of branding options should the administrator use?

Tab Colors, Action Colors, Loading Page Logo

Individual page Colors, Multiple Loading page Logos

Loading page Logo, Brand Color, Loading page Color

Loading Page Color, Action Colors, Loading page Logo

22. The administrator has added the company IP address ranges to the network acess section,

What will happen when a user tries to log in from outside the company network?

Users must enter a verification code.

Users are redirected to the VP

23. An administrator at Ursa Major Solar needs to send information to an external accounting system whenever an opportunity closes.

What workflow action should the administrator use to accomplish this?

Custom Notification

Outbound Message

Assign Task

Create a Record

24. 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 junction object is required to support the lookup.

Roll-up summary fields exist on the master object.

The lookup field in all the records contains a value.

The lookup field is required for saving records.

25. The administrator at AW Computing wants Account details, related lists, and Chatter feeds to each appear on separate tabs when viewing an Account.

Which type of page should the administrator create?

Lightning app page

Lightning record page

Lightning page tab

Lightning page component

26. Universal Containers (UC) has a queue that is used for managing tasks that need to be worked by the UC customer support team. The same team will now be working some of UC's Cases.

Which two options should the administrator use to help the support team? Choose 2 answers

Create a new queue and add Cases as an available object.

Configure a flow to assign the cases to the queue.

Add Cases to the existing queue as available object.

Use assignment rules to set the queue as the owner of the case.

27. Ursa Major Solar's administrator created a new account record type, but when marketing users are creating new account records, they are enabled to choose the new record type.

What are two potential causes of this issue? Choose 2 answers

The record type is deactivated.

The record type default setting is disabled.

The record type is disabled on the marketing user profile.

The record type is dissociated from the page layout.

28. An administrator has been asked to update a flow that was created as part of a recent update. When the administrator opens the flow for edtting, the Flow Bunder toolbox offers only four elements: Assignment, Decision, Get Records, and Loop.

What would cause this?

The flow Is a before save flow.

The flow Is a screen flow.

The version of the flow is activate.

The version of the flow is inactive.

29. Universal Containers (UC) would like to count the number of open cases associated with each Account and update the Account with this value every Friday evening. UC has several hundred open cases at any given time.

What should the administrator use to complete this request?

Use a scheduled Process Builder

Use a record triggered flow.

Use a scheduled flow.

Use a Roll-Up Summary field on Case.

30. Ursa Major Solar wants to upload data to Salesforce and heard about the Data Import Wizard. They want to upload the following data: Os)

* 60,000 Accounts

* 20,000 Contacts Calculator

* 10,000 Opportunities. .

* 5,000 Conference custom object records

What two considerations should be kept in mind when using the Data Import Wizard? Choose 2 answers

Opportunities need to be uploaded with a different tool.

Custom Objects need to be uploaded with a different tool.

There is a limit of 10,000 records that can be uploaded at once.

There is a limit of 50,000 records that can be uploaded at once.

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31. 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?

Criteria-based sharing

Use manual sharing

Owner-based sharing

Hierarchical sharing

32. The administrator creates a validation rule that will require a custom text field called "Details" be updated based on the value of another picklist field called "Status."

Which two actions should the administrator take before activating the validation rule? Choose 2 answers

Update the field types to be compatible with validation rules.

Add the validation rule to the user's profile.

Add the fields to the page layout.

Update the user's profile to read/write access to both fields.

33. Users at Cloud Kicks want to see information more useful for their role on the Case page.

How should an administrator make the pages more dynamic and easier to use?

Delete the extra components from the page.

Remove fields from the record details component.

Add component visibility filters to the components.

Include more tab components with filters.

34. Northern Trail Outfitters has requested that when the Referral Date field is updated on the custom object Referral Source, the parent object Referral also needs to be updated.

Which automation solution should an administrator use to meet this request?

Approval Process

Workflow Field Update

Lightning Web Component

Process Builder

35. Cloud Kicks wants its reports to show a Fiscal Year that starts on February 1 and has 12 months.

How should the administrator address this requirement?

A Set the Fiscal Year to Custom and the starting month as February.

Set the Fiscal Year to Custom and the duration to 4 quarters.

Set the Fiscal Year to Standard and the duration to 12 months.

Set the Fiscal Year to Standard and the starting month as February.

36. The support manager at Cloud Kicks wants to respond to customers as quickly as possible. They have requested that the response Include the top five troubleshooting tips that could help solve the customer's issue.

What should the administrator suggest to meet these requirements?

Auto-Response Rules

Email Alerts

Assignment Rules

Knowledge Articles

37. At Cloud Kicks, new public articles must be approved before publishing. Users are asked to click the submit for approval button to begin the process but sometimes the user forgets.

How should an administrator automate submission so all new public articles will enter the approval process?

Use Process Guilder

Create a new record type and page layout

Update Initial Actions

Default the Submit for Approval button

38. 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.

Map custom lead fields to standard contact fields.

Utilize the data loader to move the custom lead data.

Utilize the lead conversion wizard to select the fields.

39. Which three objects can be added as Campaigns Members? Choose 3 answers

Contacts

Leads

Accounts

Person Account

Individuals

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

Record currency

Active currency

Personal currency

Corporate currency

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41. Ursa Major Solar uses two different page layouts for Account records. One page layout reflects the fields related to customer accounts and another page layout includes fields for partner accounts. The administrator has assigned the customer account page layout to sales and support users and the partner account layout to the partner management team.

What should the administrator configure to meet this requirement?

Grant create, read, edit, and delete access to customer accounts on the partner team profile.

Use a public group and a criteria-based sharing rule to share customer accounts with the partner team.

Create one record type for customer accounts and one record type for partner accounts.

Add members of the partner management team to the default Account team for the customer accounts.

42. Cloud Kicks wants to give credit to Opportunity team members based on the level of effort contributed by each person toward each deal.

What feature should the administrator use to meet this requirement?

Queues

Splits

Stages

List Views

43. Cloud Kicks want to have consistency when communicating with customers on cases. The company has requested messages to be sent in an email channel with categories to help search for the proper message.

Which solution should an administrator suggest to meet this requirement?

Prebuilt Flow Templates

Prebuilt Quick Texts

Prebuilt Email Templates

Prebuilt Auto-Responses

44. 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 answers

Chart

Gauge

Table

Metric

45. Northern Trail Outfitters has two different sales processes: one for business opportunities with four stages and one for partner opportunities with eight stages. Both processes will vary in page layouts and picklist value options.

What should an administrator configure to meet these requirements?

Validation rules that ensure that users are entering accurate sales stage Information

Public groups to limit record types and sales processes for opportunities.

Separate record types and sales processes for the different types of opportunities

Different page layouts that control the picklist values for the opportunity types

46. The administrator at DreamHouse Realty added an email quick action to the Case page layout and Is unable to see the action on the case feed.

Which feature must be enabled to ensure the quick action will be displayed as expected?

Email-to-Case

Email Notifications

Email Alerts

Email Templates

47. 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 answers

Put the survey related list on the account page layout.

Create a lookup relationship field on the account object.

Put the account related list on the survey page layout.

Create a lookup relationship field on the survey object.

48. When users log In to Salesforce via the user interface, which two settings does the system check for authentication? Choose 2 answers

The user's TWo-Factor Authentication for API Logins permission

The role IP address restrictions

The users TWo-Factor Authentication for User Interface Logins permission

The user's profile login hours restrictions

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

Critical Updates

Setup Audit Trail

Debug Logs

Field History Tracking

50. Salts reps at Northern Trail Outfitters have asked for a way to change the Probability field value of their Opportunities.

What should an administrator suggest to meet this request?

Define a new Stage picklist value.

Configure Forecasting support.

Create a custom field on Opportunity.

Make the field editable on page layouts.

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51. At Ursa Major Solar, a workflow rule is in place that sends a reminder email 20 days before the warranty expiration date. A custom ...... another three years.

What is the expected behavior for the email workflow rule?

The email Is sent with the 30 day reminder criteria.

The email b NOT sent because the record no longer meets the criteria.

The email is locked in the job queue until It meets the criteria.

The email is NOT sent because the customers email address was missing.

52. What describes the capabilities of Salesforce Knowledge?

An automated tool that closes Cases based on historical information

An automated Al tool that converts Leads to Opportunities given a predefined set of conditions

A knowledge base composed of articles that can be written and used by support agents

A knowledge base that uses Alto generate an article to solve customer support issues

53. Ursa Major Solar’s support team currently has a very high call volume. They want to decrease this volume by creating a sell-service community that will best published articles with Frequently Asked Questions (FAQs), and provide a chat with Help Desk representatives.

Which two features should be used to fulfill this goal? Choose 2 answers

Content

SoS

Knowledge

Chat

54. Universal Containers requires that when an opportunity is closed won, all other open opportunities on the same account must be marked as closed lost.

Which automation solution should an administrator use to Implement this request?

Flow Builder

Quick Action

Outbound Message

Workflow Rule

55. At Universal Containers, users would like to be able to share Salesforce records with other members of their team, while collaborating around general topics as well.

Which are two considerations for enabling this functionality? Choose 2 answers

Collaboration groups are created automatically for every department.

The Add Record action must be configured in the group publisher.

Object layouts should be configured to include the groups related list.

An administrator needs to create a group to enable record sharing.

56. 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?

Case assignment rule

Case escalation rule

Auto-response rule

Einstein Case Routing

57. The managers at Ursa Major Solar asked the administrator to quickly provide access to sales reports and dashboards .

How can this be done?

Log a case to Salesforce Support

Search the AppExchange for free adoption report apps.

Use the Salesforce Auto-Report Builder.

Build reports and dashboards.

58. Cloud Kicks Is working on a better way to track its product shipments utilizing Salesforce.

Which field type should an administrator use to capture coordinates?

Geofence

Geolocation

External lookup

Custom address

59. 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 organization-wide trusted IP range.

What occurs as a result of this scenario?

The user will be able to log in without activating the computer.

The user will be to log in after answering one security question.

The user will be able to log in after the computer is activated.

The user will be unable to log in at all.

60. Northern Trail Outfitters has a custom quick action on Account that creates a new Case.

How should an administrator make the quick action available on the Salesforce mobile app?

Modify compact Case page layout to include the action.

Add the Salesforce Mobile and Lightning Experience action to the page layout.

Include the action in the Salesforce Mobile Navigation menu.

Create a custom Lightning App with the action.

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61. Which item is available in a Lightning App where visibility is limited to the Salesforce mobile app?

Home Page

Utility Bar

Favorites

Today

62. Which two statements apply when custom fiscal year is enabled? Choose 2 answers

The custom fiscal year must be defined manually.

The custom fiscal year setting CANNOT be disabled.

The defined custom fiscal year only affects forecasts.

The custom fiscal year automatically updates product schedules.

63. The administrator at Cloud Kicks created a new field for tracking returns on their new cloud shoe. A user has submitted a case to the administrator indicating that the new field is unavailable.

Which two steps should an administrator do to troubleshoot this issue? Choose 2 answers

Review the field-level security of the field for the user profile.

Ensure that the page layout for the user's profile has been updated.

Run the setup audit trail for the organization.

Update the organization-wide defaults for the object.

64. 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 Issue0

Adjust the current business hours to accommodate the Eastern Time Zone.

Allow the reps to set business hours manually.

Create one set of business hours per time zone.

Set temporary business hours for each time zone.

65. An administrator Installed a managed package that contains a permission set group. The permission set group that was installed Includes Delete access on several objects, and the administrator needs to prevent users in the permission set group from being able to delete records.

What should the administrator do to control Delete access?

Use a muting permission set with a permission set group to mute selected permissions.

Edit the profile for the users to remove Delete access from the objects.

Create a new permission set that has Delete access deselected for the objects.

Create a new role that prevents Delete permissions from rolling up to the users.

66. Sales executives at Ursa Major Solar (USM) frequently schedule virtual and remote meetings with key customer stakeholders.

USM wants to track activities for this meeting category to clearly display customer meetings in the account, contact, or opportunity page layouts, as well as adding this data to reports.

What should the administrator do to meet this goal?

Inform the user to manually enter the meeting details in the account comments.

Add a new value to the type field on tasks used for accounts, contacts, and opportunities.

Add a new value to the type field on accounts, contacts, and opportunities.

Inform the user to manually enter the meeting details in the description field on accounts, contacts, and opportunities.

67. An administrator has reviewed an upcoming critical update.

How should the administrator proceed with activation of the critical update?

Activate the critical update in a sandbox

Allow the critical update to auto-activate In a sandbox.

Activate the critical update in production.

Allow the critical update to auto-activate.

68. Ursa Major Solar has an existing process for their solar panel Opportunities that include the following stages:

* Prospecting

* Value Proposition

* Negotiation/Review

* Closed Won

* Closed Lost

The want to implement a new process for their battery Opportunities using the following stages:

* Qualification

* Value Prospection

* Negotiation/Review

* Closed Won

* Closed Lost

What should the administrator configure to implement these changes?

Create a new battery record type on Opportunity and add the appropriate values to the stage picklist.

Create a new sales process that includes the relevant stages and assign it to the new battery record type on opportunity.

Update the existing Opportunity sales process to includes qualification as a valid stage.

Edit the stage field on Opportunity and activate qualification as a value.

69. Ursa Major Solar wants to use the Salesforce approval process.

What are two characteristics that make a sales process a good fit for the Salesforce approval process? Choose 2 answers

The approval manager is randomly assigned from a public group of managers, and there is a second approval by the Sales V

There are approvals for all Opportunities by a Sales VP where a Sales VP is allowed to delegate their approval to someone else.

The first level approval can be denied and automatically routed to the Sales VP for final approval.

There is an approval to a queue member for all Opportunities and an additional approval by a Sales VP for Opportunities over a certain amount.

70. Which two methods can be used to share records using sharing rules? Choose 2 answers

Public groups

Roles and subordinates

Profiles

Queues

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71. Cloud Kicks (CK) Is partnering with a used shoe store and second-hand bicycle emporium. CK has an automated business process it wants to run once a week to count the number of open cases related to an account.

How should the administrator recommend automating this business process?

Configure a scheduled flow m Flow Builder.

Use a process to update the account when It is edited.

Set up a scheduled process in Process Builder.

Create a workflow rule with an outbound message.

72. Ursa Major Solar customers are starting to request custom-sized solar panels, which are currently unavailable in the standard inventory. Management has deckled 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.

Hake a new custom object related to opportunities for custom sizing.

Add custom sizing as a new product in an order.

Add a new field on the opportunity labeled custom sizing.

73. An administrator at Cloud Kicks needs to export a file of closed won opportunities from the last 90 days. The file should include the Opportunity Name, ID, Close Date, and Amount.

How should the administrator export this file?

Data Import Wizard

Data Loader

Data Export Service

Data Export Wizard

74. The administrator at Cloud Kicks updated the custom object Event to include a lookup field to the primary contact for the event. When running an event report, they want to reference fields from the associated contact record.

What should the administrator do to pull contact fields into the custom report?

Create a new report type with Event as the primary object and Contact as a related object.

Use a dashboard with filters to show Event and contact data as requested.

Configure formula fields on Event to populate contact information.

Edit the custom Event report type and add fields related via lookup.

75. A sales ops user has been identified as the dashboards expert within Cloud Kicks. This user needs to be able to update dashboard folder access for all non-private folders.

Which permission should the administrator assign to the user?

Manage reports in public folders

Manage dashboards in public folders

Create dashboard folders

Create and customize dashboards

76. Northern Trail Outfitters is partnering with a new business and needs to import 100,000 new records nightly into its Salesforce organization.

Which tool should the administrator use to accomplish this task?

Mass Transfer Records

third-party tool from the AppExchange

Data Loader

Data Import Wizard

77. What are two considerations when activating and assigning Themes and Branding? Choose 2 answers

Each profile can be applied a different Theme.

Themes apply to both Lightning Experience and mobile.

Only one Theme can be applied in an org at a time.

Up to 300 custom Themes can be created per org.

78. Under which three conditions should a validation rule be used to prevent invalid data? Choose 3 answers

When records are submitted using web -to -lead.

When records are deleted by a user.

When records are edited and saved by a user.

When records are imported.

When records are updated by a workflow rule

79. Ursa Major Solar is a Canadian company that has the following set up in Salesforce:

• They have activated Web-to-Case on their corporate website.

• Auto-Response is configured so that customers are thanked for logging the case and activated Assignment Rules based on the province (CANADA) in which the customer resides.

• Case ownership is therefore determined and routed to the corresponding queue - North, South, East, or West.

Customer Cases that do NOT meet the existing criteria need to be assigned to Queue - World .

Which solution will satisfy this requirement?

In Case Support Settings, change Default Case Owner to Queue - World.

In an Active Case Flow, change the name of the Queue to World.

Using a Workflow Rule, change the owner of new Cases outside CANADA to Queue - World.

Using a Trigger, change the owner of Cases outside CANADA to Queue - World.

80. DreamHouse Realty regularly processes customer requests for warranty work arri 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

Case Escalation

Case Queues

Email-to-Case

Web-to-Case

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