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Q1Salesforce Administrator
Q1. Newly created leads must be automatically routed to the appropriate sales representative based on their address.
How should the administrator configure this requirement?
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Correct answer: B. Configure lead assignment rules.
Formula fields and validation rules cannot route records.On the Salesforce exam, you are often asked about the difference between escalation rules and assignment rules, and it helps to distinguish whether a record is reassigned after time elapses or automatically assigned when the record is created.
■ Escalation rule: Triggers a set amount of time after a record is created and reassigns it to another user or queue.
■ Assignment rule: Determines the owner based on field values when the record is created.
In this question, leads are assigned based on their address when created, so B is correct.
Q2Salesforce Administrator
Q2. Universal Containers wants to mark all other in-progress opportunities tied to the same account as Closed Lost when one opportunity is Closed Won.
Which automation solution should the administrator use to meet this requirement?
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Correct answer: C. Flow Builder
Quick Actions and outbound messages cannot be configured to meet this requirement.Workflow Rules and Process Builder were slated for end of support in March 2024.
Since these automation features are recommended to be migrated to Flow Builder, the basic strategy on the Salesforce exam is to choose Flow Builder for automation processing such as field updates.
Therefore, C is correct.
Retirement of Workflow Rules & Process Builder Support
Q3Salesforce Administrator
Q3. Northern Trail Outfitters wants to track the return on investment (ROI) of contacts who are key stakeholders on opportunities.
The VP of Sales wants this information to be visible on the opportunity screen and available for use in reports.
Which options should the administrator configure to meet these requirements? Choose 2.
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Correct answer: D, E
There is no operation to customize “campaign / campaign member roles” in this way, so A and C are incorrect.By displaying the “Contact Roles” related list on the opportunity and creating contact roles and associating them with specific stakeholders, the requirement can be met, so D and E are correct.
Associate Contacts with Opportunities
Q4Salesforce Administrator
Q4. Ursa Major Solar wants to understand which marketing efforts are contributing to closed-won opportunities.
What does the administrator need to set up to provide this information?
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Correct answer: B. Campaign Influence
Campaign Influence, which lets you analyze the contribution of each campaign (marketing effort), is the correct answer.Campaign Hierarchy is a feature for managing campaigns in a hierarchical structure and is not intended for analyzing the contribution of efforts, so it is incorrect.
List Email is a feature for sending email in bulk to recipients and differs from the intent of this question, so it is incorrect.
Custom lead field mapping also differs from the intent of this question, so it is incorrect.
Q5Salesforce Administrator
Q5. DreamHouse Realty wants to schedule open houses only for dates within the current year so that too many future viewings are not booked.
How can they ensure that only dates within the current year can be entered in the “Showing Date” field?
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Correct answer: D. Create a validation rule that verifies the showing date falls within the current year.
A validation rule is a feature that lets an administrator define criteria for data entry or import and display an error message when the criteria are not met.This feature matches the requirement in this question, so D is correct.
The other options cannot meet the requirement, so they are incorrect.
Q6Salesforce Administrator
Q6. AW Computing wants to ensure that a loss reason is always entered in a rich text field when an opportunity becomes Closed/Lost.
How should the administrator configure this requirement?
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Correct answer: B. Create a validation rule that displays an error when the stage is Closed and the Loss Reason is blank.
The requirement in the question is to “prevent the Loss Reason field from being saved blank only when the opportunity becomes Closed/Lost,” so B is correct.C and D are incorrect because they would also trigger in situations other than this condition.
A is incorrect because it does not meet the requirement.
Q7Salesforce Administrator
Q7. At Cloud Kicks, the organization-wide default for the “Shoe” object is set to Private.
A sales manager needs to be able to view a report that includes the shoe records owned by all of their subordinate sales representatives.
Which items must the administrator configure so that the report can be accessed appropriately? Choose 3.
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Correct answer: B, C, E
The requirement in the question is to “allow a sales manager to view, in a report, the shoe records of all of their subordinate sales representatives for the Shoe object whose organization-wide sharing setting is Private.”Because the records displayed in a report are controlled by read access to the object and access to the records, B and E are correct.
Also, if the sales manager is not assigned field-level security, they cannot view the relevant fields in the report, so C is also correct.
A setting such as “Report Subscription” does not exist as a means of granting this access, so A is incorrect.
The characteristics of a custom report type are as follows, and D does not match this requirement.
– Related objects can be configured
– Displayed fields can be specified and display names changed
– Once created, a custom report type can be reused
Q8Salesforce Administrator
Q8. The marketing team wants to add a new picklist value to the “Campaign Member Status” field for an upsell promotion campaign.
Choose the two settings the administrator should use to change this picklist value.
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Correct answer: A, C
The picklist for the “Campaign Member Status” field is edited from the related list.① Add the “Campaign Member Statuses” related list to the campaign page layout
② Add or modify the picklist values from the “Campaign Member Statuses” related list
Therefore, A and C are correct.
Q9Salesforce Administrator
Q9. Universal Containers wants to ensure that service team users cannot access account records at all.
Currently, service users cannot see account list views, but they can still find records through search.
What does the administrator need to configure to completely restrict access?
Show answer
Correct answer: B. Permissions and tab visibility
To completely restrict access to records, you must change the object permissions in the profile and permission sets.Therefore, B is correct.
D is a field-level control and cannot completely restrict access to the records themselves, so it is incorrect.
Q10Salesforce Administrator
Q10. Northern Trail Outfitters wants to use the “Contact Hierarchy” feature to associate and display contacts with one another.
What should the administrator consider about the contact hierarchy?
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Correct answer: A. Contacts in the contact hierarchy are limited by the user’s record-level access.
Because the contacts displayed depend on the user’s access permissions, A is correct.Note that for B, the limit is not 3,000 but correctly 2,000 records.
Considerations for Using Contact Hierarchy