Question 1

An administrator has found a free app on the AppExchanged and would like to install it.
Which three items should the administrator take to consideration before installed he managed
package?
Choose 3 answers

Accepted Answer

Explanation: Before installing a managed package from the AppExchange, the administrator should take into consideration several factors, such as: Custom objects and custom fields used by the app count against the org’s limits. The administrator should check how many custom objects and fields are available in their org and how many are used by the app. Apps may require certain Salesforce editions or features to be enabled. The administrator should check the app’s requirements and compatibility with their org’s edition and features. Apps may require external, third-party web services to function properly. The administrator should check if the app integrates with any external services and if they need to set up any authentication or configuration for them. The other two options are incorrect because: Managed apps do undergo a formal security review by Salesforce before they are listed on the AppExchange. Apps can be installed in a sandbox before they are installed in production. Reference: https://help.salesforce.com/s/articleView?id=sf.distribution_installing_packages.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.appexchange_install_guide.htm&type=5

Question 2

Sales reps at Ursa Major Solar often give discounts depending on the configuration of the solar panel
system. Customers want to know what the different configuration options are. Sales management
wants to ensure the opportunity pipeline is as accurate as possible.
What should sales reps do to ensure their quotes and opportunities reflect their sales?

Accepted Answer

B

Explanation: Creating a new quote record for each of the different product configurations and syncing the most likely to be purchased back to the opportunity will ensure that their quotes and opportunities reflect their sales. This way, sales reps can show customers different options and prices, and keep track of which one is most likely to close. Syncing a quote with an opportunity will update the opportunity amount, stage, and expected revenue fields based on the quote information. Reference: https://help.salesforce.com/s/articleView?id=sf.quotes_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.quotes_syncing.htm&type=5

Question 3

Cloud Kicks (CK) has a filed called Shoe Type Preference, CK,s product team wants to see a report that
groups specific picklist values together into the one of two lists.
What functionality should the administrator use to fulfill the team’s request?

Accepted Answer

C

Explanation: Bucket field is a feature that allows administrators to group report values into categories without changing the data in Salesforce. Bucket field can help simplify reports and charts by reducing the number of values displayed and summarizing data based on criteria such as ranges or groups. Bucket field can be used to group specific picklist values together into one of two lists

Question 4

A sales user is assigned to a permission set group that gives them Modify All access to
Accounts. An administrator assigns the same user to a muting permission set that mutes Deletes
access on Account.
What level of access will the sales user have on the Account object?

Accepted Answer

B

Explanation: Permission set groups are a combination of permission sets that grant users access to various tools and functions. Muting permission sets are used to remove access that is granted by other permission sets in the group. However, muting permission sets cannot remove object-level access that is granted by Modify All or View All permissions. Therefore, if a user is assigned to a permission set group that gives them Modify All access to Accounts, a muting permission set that mutes Delete access on Account will not have any effect. The user will still have Modify All access on the Account object, which includes Delete access. Reference: https://help.salesforce.com/s/articleView?id=sf.perm_sets_groups_muting.htm&type=5

Question 5

When should an administrator apply a permission set to a user or group of users versus configuring the user’s profile with the necessary access?

Accepted Answer

B

Explanation: As explained in

Question 6

Cloud Kicks tracks project details in a custom Project object. Project Milestones are tracked in a
second custom object, with a reference to the parent Project record. Users need to automatically
create a standard set of related Project Milestones when a Project record is created.
What is the recommended automation solution?

Accepted Answer

D

Explanation: An after-save autolaunched flow is a type of flow that runs in the background when a record is saved and performs actions based on the record data or changes. An after-save autolaunched flow does not require user input or interaction and can be triggered by a record-triggered flow element or by an Apex trigger. In this case, you can create an after-save autolaunched flow that runs when a Project record is created and creates a standard set of related Project Milestone records based on predefined values or variables. Reference: https://help.salesforce.com/s/articleView?id=sf.flow_trigger_types.htm&type=5 https://help.sales

Question 7

Person accounts were recently activated at Cloud Kicks.
There are three record types for accounts:
• B2B customer
• B2C Customer
• External Partner
There are two record types for leads:
• B2B Lead
• B2CLead
The test team finds that when the Convert button is clicked on a B2C Lead record, only the B2B
Customer and External Partner account record types are available choices on the Conversion Layout.
What should the administrator do to correct this issue?

Accepted Answer

B

Explanation: Building a process that updates the record type field to B2C Customer after conversion will correct this issue. The conversion layout for person accounts does not allow selecting different record types for accounts and contacts. The default record type for person accounts is determined by the organization-wide default settings. However, a process can be triggered after conversion to update the record type field based on the lead record type or other criteria. Reference: https://help.salesforce.com/s/articleView?id=sf.convert_leads_considerations.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.convert_leads_mapping.htm&type=5

Question 8

DreamHouse Realty manages Its accounts and contacts In Salesforce using a B2C account model. The
business has requested that third-party loan advisors be tracked in Salesforce along with the
customers they work with.
Hour should the administrator track third-party financial advisors and the customers they work with?

Accepted Answer

B

Explanation: Contacts to Multiple Accounts is a feature that allows administrators to relate a contact to multiple accounts without creating duplicate contacts for each account. This feature is useful for scenarios where a contact has business relationships with more than one account, such as consultants, brokers, or loan advisors. By setting up Contacts to Multiple Accounts for loan advisors at DreamHouse Realty, administrators can track which loan advisors work with which customers and which accounts without creating duplicate contacts for each account. Reference: https://help.salesforce.com/s/articleView?id=sf.contacts_multiple_accounts_overview.htm&type=5

Question 9

Management at Ursa Major Solar wants to understand how many accounts have opportunities in the
overall pipeline.
What should the administrator use to create a report showing all open opportunities and the total
number of accounts represented?

Accepted Answer

D

Explanation: The Show Unique Count option on the account name column will create a report showing all open opportunities and the total number of accounts represented. This option will count each account only once, even if it has multiple opportunities. The report can be grouped by account name or any other field to show more details. Reference: https://help.salesforce.com/s/articleView?id=sf.reports_builder_unique_count.htm&type=5

Question 10

Which three fields should be used as filter criteria? Choose 3 answers

Accepted Answer

A, C, E

Explanation: A phone field that provides the full phone number of the seller, a number field that designates the square footage of the listing, and a picklist field that designates the county of the listing should be used as filter criteria because they are fields that can be used to narrow down the report results based on specific values or ranges. A multi-select picklist field that designates features of the listing and a formula field that calculates a price for the listing should not be used as filter criteria because they are fields that cannot be filtered on in reports. Reference: https://help.salesforce.com/s/articleView?id=sf.reports_filtering.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.reports_fields_unavailable.htm&type=5

Question 11

Ursa Major Solar allows accounts to apply for loans to purchase solar panrts. Financial information
will be stored in a custom object. Only finance team members should see the related financial
information about the account.
What kind of field should the administrator create in the custom object?

Accepted Answer

A

Explanation: A lookup relationship is a type of field that links one object to another object. It allows you to access related data from another object and display it on a record page. A lookup relationship can be used to link the custom object that stores financial information to the Account object, so that only finance team members can see the related financial information about the account. Reference: https://help.salesforce.com/s/articleView?id=sf.relationships_lookup.htm&type=5

Question 12

Cloud Kicks (CK) has introduced its new Alpha Shoe line. Customers create cases from CK's website.
Managers receive a report of all cases created last week. Managers would like a way to easily see in
the report if the customer refers to the new shoe line in the case subject.
How should the system administrator modify thr report meet this request?

Accepted Answer

B

Explanation: A row-level formula is a formula that evaluates each row in a report and returns a value based on one or more fields in that row. A row-level formula can be used to create a new column in a report that indicates whether the case subject contains the words ‘Alpha Shoe’ or not. Reference: https://help.salesforce.com/s/articleView?id=sf.reports_row_level_formulas.htm&type=5

Question 13

Ursa Major Solar has a junction object that connects Docs with Solar Panels. The administrator needs
users to be able to see all the solar panels that a Dot is related to. Users already have access to the
Bot and the Junction, but not the Solar Panel object.
What access docs the user need to be able to see the solar panel records?

Accepted Answer

D

Explanation: Read permission is required on at least one master record to be able to see the solar panel records. Since Item is a junction object between Doc and Solar Panel, users need to have access to either Doc or Solar Panel to see Item records. If users have access to both Doc and Solar Panel, they can see all Item records related to either object. Reference: https://help.salesforce.com/s/articleView?id=sf.relationships_manytomany.htm&type=5

Question 14

AW Computing wants to create a process to assign accounts to different salespeople based on the
annual revenue…. of the company. The administrator has decided to create a flow.
Which two consideration should the administrator make sure to remember when creating the flow?
Choose 2 answers

Accepted Answer

A, C

Explanation: Using a Get Record component allows the flow to dynamically retrieve records based on criteria or record IDs without hard coding them. This makes the flow more flexible and maintainable. Updating record elements outside the flow loop prevents unnecessary DML operations and reduces the risk of hitting governor limits.

Question 15

Select power users want the ability to make configuration changes to a specific custom object. What tool should the administrator assign to the power users to enable this?

Accepted Answer

B

Explanation: Delegated Administration is a feature that allows administrators to delegate some administrative tasks to other users without giving them full access to Setup. Delegated administrators can manage users and assign permissions for specific custom objects, tabs, apps, and fields. This can help reduce the workload of the system administrator and empower power users to make configuration changes to a specific custom object

Free Experience Administrators ADX-201E Actual Exam Questions