Question 1

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?

Accepted Answer

C

Explanation: The requirement is to automatically update a related record (Account) when a child record (Contact) is created with specific criteria. Process Builder is the appropriate automation tool for this scenario. It can be configured to trigger when a Contact is created, evaluate the 'Title' field, and if the condition ('Title' = 'CEO') is met, it can execute an action to update a field on the parent Account record. This cross-object field update capability is a core feature of Process Builder, making it the ideal solution for this request.

Question 2

Northern Trail Outfitters wants to track ROI for contacts that are key stakeholders for opportunities.
The VP of Sales requested that this information be accessible on the opportunity and available for
reporting.
Which two options should the administrator configure to meet these requirements?
Choose 2 answers

Accepted Answer

D, E

Explanation: To track the specific roles of contacts, such as "key stakeholders," on an opportunity, the standard Salesforce feature is Opportunity Contact Roles. The administrator must first customize the available picklist values for this object to include the required roles (D). To make this information accessible on the opportunity record, the Opportunity Contact Role related list must be added to the Opportunity page layout (E). This allows users to assign contacts to opportunities with specific roles and makes the data available for standard and custom reports.

Question 3

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?

Accepted Answer

B

Explanation: The requirement is to dynamically filter the available values in the 'Lead Source' picklist based on the value selected in the 'Product Category' field. This is the precise functionality of a field dependency in Salesforce. By establishing a dependency, the 'Product Category' field acts as the controlling picklist, and the 'Lead Source' field becomes the dependent picklist. The administrator can then map which specific lead source values are valid and should be displayed for each product category, ensuring data integrity and a streamlined user experience.

Question 4

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

Accepted Answer

B, C

Explanation: To allow the support team to manage Cases using their existing queue, two steps are required. First, the queue itself must be configured to support the Case object. By default, a queue is created for specific objects, so the administrator must edit the existing queue and add 'Case' to its list of supported objects. Second, a mechanism is needed to automatically route incoming Cases to this queue. Case Assignment Rules are the standard, declarative Salesforce feature designed specifically for this purpose, allowing administrators to define criteria that, when met, assign a Case to a specific user or queue.

Question 5

Users have noticed that when they click on a report in a dashboard to view the report details, the
values in the report are different from the values displayed on the dashboard.
What are the two reasons this is likely to occur?
Choose 2 answers

Accepted Answer

B, D

Explanation: A discrepancy between dashboard and report data typically occurs for two main reasons. First, dashboards are snapshots of data from the last time they were refreshed. If the underlying data has changed since the last refresh, the dashboard will display outdated information, while the report, when run, will show the most current data. Second, dashboards can be set to run with the data visibility of a specific user (the "Running User"). If the viewing user has different data access permissions than the designated running user, the dashboard will show data based on the running user's visibility, but the underlying report will run based on the viewing user's own permissions, causing a mismatch.

Question 6

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 see how the
company is performing at any point in time.
How should an administrator create the dashboard without changing any sharing setting?

Accepted Answer

D

Explanation: A dashboard's data visibility is determined by the "Running User." By default, a dashboard runs as the user viewing it (dynamic dashboard), respecting their personal security and sharing settings. To display enterprise-wide data to users with restricted visibility, an administrator can set a specific Running User for the dashboard. By choosing a user who has access to all opportunities (e.g., a user at the top of the role hierarchy or with the "View All Data" permission), the dashboard will render all data visible to that specified user, regardless of the viewing user's own permissions. This meets the requirement without altering the organization's sharing model.

Question 7

Sales reps miss key fields when filling out on opportunity record through the process. Reps need to
move forward Win unable to enter previous stage.
Which three options should the administrator use to address this need?
Choose Three answers

Accepted Answer

A, B, C

Explanation: This scenario requires a solution that both guides users and enforces data entry at specific points in the sales process. 1. Configure Opportunity Path (C): This provides a visual representation of the sales stages, guiding reps through the process. 2. Enable guided selling (A): As part of the Path configuration, an administrator can specify "Key Fields" and "Guidance for Success" for each stage. This prompts users to fill in critical information as they progress. 3. Use Validation Rules (B): To strictly enforce the requirement, a validation rule can prevent a user from moving to the next stage if a key field is blank. For example, a rule can fire when the StageName field is changed, checking if a corresponding field is filled out. This combination provides both user-friendly guidance and necessary data integrity enforcement.

Question 8

The administrator at Ursa Major Solar has created a custom report type and built a report for
sales operation team. However, none of the user are able to access the report.
Which two options could cause this issue?
Choose 2 Answers

Accepted Answer

A, D

Explanation: The inability of users to access a new report built on a custom report type can be attributed to two primary configuration issues. First, if the custom report type's status is 'In Development,' it is only visible to administrators and users with the 'Manage Custom Report Types' permission. It will not be available to standard users for running reports. Second, report visibility is controlled by folder access. If the administrator saved the report in their personal private folder ('My Personal Custom Reports'), it would not be accessible to any other users by default, regardless of their profile permissions.

Question 9

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

Accepted Answer

A, D, E

Explanation: To enhance password security, a Salesforce administrator can configure several settings within the org's Password Policies. Setting password complexity requirements ensures that users create strong passwords with a mix of character types. Defining the number of days until expiration forces regular password changes, mitigating the risk of compromised credentials over time. Configuring the maximum invalid login attempts protects accounts from brute-force attacks by locking out users after a specified number of failed attempts. These three policies work together to enforce the creation and maintenance of secure passwords.

Question 10

The administrator at Cloud kicks deleted a custom field but realized there is a business unit that still uses the field. What should an administrator take into consideration when undeleting the field?

Accepted Answer

B

Explanation: When a custom field with field history tracking enabled is deleted, the historical data associated with it is permanently deleted. Upon undeleting the custom field from the Recycle Bin, the field and its existing data are restored, but the field history data is not recovered. This permanent loss of historical tracking information is a critical consideration for an administrator, as it impacts auditing and data analysis capabilities for that field.

Question 11

Ursa Major Solar provides a 1-year warranty on all of the panels it installs. Installation details, along
with the warranty information, a captured on a custom object called Installation. The installation
record is created by the installer from the mobile app. Customers son receive a longer warranty as a
way of increasing customer satisfaction when an installation gets delayed or has issues.
How should the administrator configure Salesforce to capture the expiration date of the warranty?

Accepted Answer

A

Explanation: The most effective solution is to create a standard Date field for the warranty expiration and use a formula for its default value. This formula, such as ADDMONTHS(InstallationDatec, 12), will automatically populate the standard 1-year warranty expiration date when a new Installation record is created. This approach provides automation for the common scenario while still allowing users to manually override the date to grant a longer warranty, thus meeting all business requirements for both standard and exceptional cases.

Question 12

Once an opportunity reaches the negotiation stage at cloud kicks, The Amount fields becomes
required for sales users. Sales managers need to be able to move opportunities inti this stage
without
knowing the amount.
How should the administrator require this field during the negotiation stage for sales users but allow
their managers to make changes?

Accepted Answer

D

Explanation: A validation rule is the standard declarative tool for enforcing conditional data integrity. It allows an administrator to define a formula that evaluates data before a record is saved. In this scenario, the validation rule can be configured to check if the StageName is 'Negotiation', the Amount is blank, and the user's profile is that of a 'Sales User'. This combination ensures the rule is enforced only for the specified users at the correct stage, while allowing sales managers (who have a different profile) to be exempt from the requirement.

Question 13

Universal Containers has three separate lines of business. Each line has specific fields that must be
displayed to users. However, the fields needed by the sales team are different than the fields needed
by the service team.
How should the administrator configure this requirement?

Accepted Answer

C

Explanation: The requirement involves two distinct layers of customization. First, there are three separate lines of business, each with its own specific processes and data needs. This is the primary function of Record Types, which allow for different business processes, picklist values, and page layout assignments. Second, within each line of business, the sales and service teams require different views of the data. This is addressed by Page Layouts, which control the fields, sections, and related lists on a record's detail page. By creating three record types (one for each business line) and then assigning two different page layouts (one for sales, one for service) to the appropriate user profiles for each of those record types, the administrator can precisely meet the requirements.

Question 14

Sales Users at Cloud Kicks are requesting that the data in the industry field on the Account object
displays on the Opportunity page layout.
Which type of the field should an administrator create to accomplish this?

Accepted Answer

C

Explanation: To display data from a related parent object (Account) on a child object's record page (Opportunity), a cross-object formula field is the correct solution. The Opportunity object has a standard lookup relationship to the Account object. An administrator can create a formula field on the Opportunity object that references the Industry field on the parent Account using the syntax Account.Industry. This new formula field can then be added to the Opportunity page layout, making the Account's industry information visible to users directly on the Opportunity record.

Question 15

Which three items are available in the mobile navigation menu? Choose 3 answers

Accepted Answer

A, C, E

Explanation: The Salesforce mobile app’s navigation menu can include tabs for standard and custom objects, Lightning App Pages, Visualforce pages, reports, and dashboards, as well as core collaboration features such as Chatter. Lightning App Pages (A) can be exposed by creating a Lightning Page tab and adding it to the mobile menu. Chatter (C) is a standard tab available on every mobile org and can be placed anywhere in the menu. Dashboards (E) are provided through the Dashboards tab, which is explicitly listed as an item that can be added to the mobile navigation. Lightning Home Pages and the Utility Bar are desktop-only features and can’t be surfaced in the mobile navigation menu.

Free Salesforce-Certified-Administrator Actual Exam Questions