ADM-201 Exam - Administration Essentials for New Admins

NEW QUESTION 1
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?

• A. Create a custom Lightning App with the action.
• B. Modify compact Case page layout to include the action.
• C. Include the action in the Salesforce Mobile Navigation menu.
• D. Add the Salesforce Mobile and Lightning Experience action to the page layout.

Answer: D

Explanation:
To make a quick action available on the Salesforce mobile app, you need to add it to the Salesforce Mobile and Lightning Experience Actions section of the page layout. You can use the Page Layout Editor to drag and drop the quick action onto the section.
References: https://help.salesforce.com/s/articleView?id=sf.actions_in_lex.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_page_layouts.htm&type=5

NEW QUESTION 2
User 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?

• A. Add Component visibility filters to the Components.
• B. Remove fields from the record details component.
• C. Delete the extra component from the page.
• D. Include more tab components with filters.

Answer: A

Explanation:
Component visibility filters are a way to make the record pages more dynamic and easier to use by showing or hidingcomponents based on certain criteria. For example, users can see different components based on their profile, role, record type, or field values.References:https://help.salesforce.com/s/articleView?id=sf.app_builder_component_visibility.htm&type=5

NEW QUESTION 3
Dreamhouse Realty agents are double-booking open house event nights. The evet manager wants to event submission process to help agents fill in event details and request dates. How should an administrator accomplish the request?

• A. Create a workflow role to update the Event Date Field.
• B. Create an approval process on the Campaign object.
• C. Create a sharing rule so that other agents can view events.
• D. Create a campaign for agents to request event dates.

Answer: B

Explanation:
To help agents fill in event details and request dates for open house events without double-booking them, the administrator should create an approval process on the Campaign object, which is used to manage marketing events in Salesforce. The approval process can define entry criteria based on campaign fields such as type or status, specify initial submission actions such as sending email alerts or updating fields, assign approvers who can review and approve event requests, and specify final approval actionssuch as creating tasks or updating fields. Creating a workflow rule, a sharing rule, or a campaign will not help agents request event dates or prevent double-booking. References: https://help.salesforce.com/s/articleView?id=sf.campaigns_overview.htm&type=5https://hel p.salesforce.com/s/articleView?id=sf.approvals_considerations.htm&type=5

NEW QUESTION 4
Cloud Kicks has a team of product owners that need a space to share feedback and ideas with
just the product team.
How should the administrator leverage Salesforce to help the team collaborate?

• A. Use Quick Actions to log communication.
• B. Configure a Chatter Public Group.
• C. Create a Chatter Private Group.
• D. Add Activity History to document tasks.

Answer: C

Explanation:
A Chatter private group is a type of Chatter group that allows members to sharefeedback and ideas with each other in a secure and exclusive space; only members can see and post in a private group. It can be used by Ursa Major Solar to create a space for product owners to collaborate with just the product team by creating a Chatter private group and adding product owners as members. Using quick actions to log communication, configuring a Chatter public group, or adding activity history to document tasks are not solutions for creating a space for product owners to collaborate with justthe product team; they either do not provide privacy or do not support collaboration.
References:https://help.salesforce.com/s/articleView?id=sf.collab_groups_ov erview.htm&type=5

NEW QUESTION 5
Ursa Major Solar wants to know which of its marketing efforts are helping the team win Opportunities.
What should an administrator configure toprovide these insights?

• A. Campaign Hierarchy.
• B. Campaign Influence
• C. Map Custom Lead Fields
• D. List Email Activities

Answer: B

Explanation:
Campaign influence is a feature that allows users to track how campaigns have influenced opportunities and measure thereturn on investment (ROI) of marketing efforts. Users can see which campaigns have influenced an opportunity on the related list and assign different attribution models to calculate the campaign influence.References:https://help.salesforce.com/s/articleView?id=sf.campaigns_influence. htm&type=5

NEW QUESTION 6
The Administrator at Universal Container wants to add branding tosalesforce. Which two considerations should the administrator keep in mind?
Choose 2 Answers

• A. Only one theme can be active at a time, and a theme applies to the entire org.
• B. Themes apply to salesforce classic and to the salesforce mobile app.
• C. Up to 150 custom themes can be created, modified, or cloned from the built-in themes.
• D. Chatter external users see the built-in Lightning theme only.

Answer: AD

Explanation:
Themes are a way to customize the look and feel of Salesforce by changing the colors, images, and logos that appear on Lightning Experience pages. However, there are some limitations and considerations when using themes, such as: only one theme can be active at a time, and a theme applies to the entire org; themes apply only to Lightning Experience and do not affect Salesforce Classic or the Salesforce mobile app; up to 300 custom themes can be created, modified, or cloned from the built-in themes; Chatterexternal users see the built-in Lightning theme only and cannot see custom themes.References:https://help.salesforce.com/s/articleView?id=sf.themes_overview.htm&t ype=5

NEW QUESTION 7
What are two considerations an administrator should keep in mind when working with Salesforce objects?
Choose 2 answers

• A. Custom and standard objects have standard fields.
• B. Standard objects are included with Salesforce.
• C. A new standard object can be created.
• D. Only standard objects support master-detail relationships.

Answer: BC

Explanation:
Standard objects are objects that are included with Salesforce by default, such as Account, Contact, Lead, Opportunity, etc. They have predefined fields and functionality that support common business processes. Custom objects are objects that you create to store information that is specific to your organization or industry. You can create new standard objects using the Object Manager in Setup.References:https://trailhead.salesforce.com/en/content/learn/modules/data_modelin g/standard_and_custom_objects

NEW QUESTION 8
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?

• A. Lightning Web Component
• B. Approval Process
• C. Workflow Field Update
• D. Process Builder

Answer: D

Explanation:
Process Builder is an automation tool that allows you to create processes that perform actions based on criteria that you specify. You can use Process Builder to update fields on related records when a record is created or updated. To meet the requirement of updating the parent object Referral when the Referral Date field is updated on the custom object Referral Source, you need to create a process that triggers when a Referral Source record is updated, checks if the Referral Date field has changed, and updates the Referral Date field on the related Referral record.References:https://help.salesforce.com/s/articleView?id=sf.process_overview.htm&t ype=5

NEW QUESTION 9
The administrator at Ursa Major Solar need to make sure the unassigned cases from VP customers get
transferred to the appropriate service representative within 5 hours. VIP Customers have access to support 24 hours a day.
How should this be configured?

• A. Assignment Rules.
• B. Business Hours.
• C. CaseQueues
• D. Escalation Rules

Answer: D

Explanation:
Escalation rules allow you to escalate cases based on certain criteria, such as time or priority. You can use escalation rules to transfer unassigned cases to the appropriate service representative within a specified time frame.
References: https://help.salesforce.com/s/articleView?id=sf.customize_escalation.htm&type=5

NEW QUESTION 10
Which setting on a profile makes a tab hidden in the All App Launcher or viable in arty app, but still allows a user to view records that would normally be found under this tab?

• A. Object Permissions
• B. App Permissions
• C. Pig wide Defaults
• D. Tab Settings

Answer: D

Explanation:
To make atab hidden in the All App Launcher or visible in any app, but still allow a user to view records that would normally be found under this tab, the administrator
should use Tab Settings on a profile. Tab Settings control the visibility and default behavior of tabs for each app in an org. The administrator can set a tab to Hidden, which means it will not appear in any app or in the All App Launcher, but users can still access records via other means such as search or reports. Object Permissions, App Permissions, and Org- Wide Defaults are not related to tab visibility.References:https://help.salesforce.com/s/articleView?id=sf.customize_tabs.htm&ty pe=5

NEW QUESTION 11
The VP of Sales at Cloud Kicks is receiving an error message that prevents them form saving an
Opportunity. The administratorattempted the same edit without receiving an error. How can the administrator validate the error the user is receiving?

• A. Edit the page layout.
• B. View the setup audit trail.
• C. Log in as the user
• D. Review the sharing model

Answer: C

Explanation:
Log in as theuser is a feature that can be used to validate the error the user
is receiving. Log in as the user allows an administrator to access Salesforce as another user and perform actions on their behalf, such as editing an opportunity. This can help troubleshoot issues that are specific to a user’s profile, role, or permissions.
References:https://help.salesforce.com/s/articleView?id=sf.admin_login.htm&t ype=5

NEW QUESTION 12
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?

• A. Data Export Wizard.
• B. Data Import Wizard.
• C. Data Export Wizard.
• D. Data Loader.

Answer: A

Explanation:
Data Export Wizard allows administrators to export data from Salesforce in CSV files. It can be used to export data for backup purposes or to analyze data in external tools. Data Import Wizard is used to import data into Salesforce, not export. Data Loader is a desktop tool that can also export data, but it is more complex and requires installation. Report Builder is used to create reports in Salesforce, not export data.References:https://help.salesforce.com/s/articleView?id=sf.data_export.htm&type=5

NEW QUESTION 13
Aw computing wants to prevent user from updating the Account Annual Revenue field to be a negative value or an amount more than $100 billion.
How should an administrator accomplish this request?

• A. Create a validation rule that displays an error if Account revenue is below 0 or greater than 100billion.
• B. Build a scheduled report displaying Account with Account revenue that is negative or greaterthan 100 billion.
• C. Make the Account Revenue field required on the page layout.
• D. Enable the Account Revenue limits in setup, with 0 as minimum and 100 billion as maximum

Answer: A

Explanation:
A validation rule is a tool that allows administrators to enforce data quality and integrity by preventing users from saving records that do not meet certain criteria or conditions. For example, a validation rule can display an error message if a user enters an invalid value in a field. In this case, the administrator can create a validation rule on the account object that displays an error if the account annual revenue field is below 0 or greater than 100 billion.
References:https://help.salesforce.com/s/articleView?id=sf.validation_rules.htm&typ e=5

NEW QUESTION 14
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?

• A. Data Loader
• B. Mass Transfer Tool
• C. Data Import Wizard
• D. Dataloader.io

Answer: B

Explanation:
The mass transfer tool allows you to transfer up to 250 records at a time from one user to another user while keeping the existing team members intact. You can access this tool from Setup by entering Mass Transfer Records in the Quick Find box.
References:https://help.salesforce.com/s/articleView?id=sf.mass_transfer_overview.ht m&type=5

NEW QUESTION 15
The administrator at Aw Computing wants Account Details, related list and chatter feeds to each
appear on separate tabs when reviewing an account. Which type of page should the administrator create?

• A. Lightning app page.
• B. Lightning page Tab.
• C. Lightning record page.
• D. Lightning page Component.

Answer: C

Explanation:
Lightning record page is a type of page that should be created to meet this requirement. Lightning record pageallows an administrator to customize the layout and components for a specific object record page in Lightning Experience or the Salesforce mobile app. To create tabs for account details, related lists, and chatter feeds, use the Tabs component in the Lightning App Builder and drag the desired components to each tab. References: https://help.salesforce.com/s/articleView?id=sf.app_builder_record_page.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.app_builder_tabs.htm&type=5

NEW QUESTION 16
The events manager at dream house realty has a hot lead from a successful open house that
needs to become a contact with an associated opportunity.
How should this be accomplished from the campaign keeping the associated campaign member
history?

• A. Delete the lead and create a new contact and opportunity.
• B. Clone the lead and convert the cloned record to a contact.
• C. Convert the lead from the campaign member detail page.
• D. Add a contact from a campaign member detail page.

Answer: C

Explanation:
Tocreate a contact and an opportunity from a lead that is associated with a campaign, and keep the campaign member history, the administrator should convert the lead from the campaign member detail page. This will automatically create a contact, an account, and an opportunity that are linked to the campaign. Deleting, cloning, or adding a contact will not preserve the campaign member history.References:https://help.salesforce.com/s/articleView?id=sf.campaigns_leads.htm&t ype=5

NEW QUESTION 17
An administrator is building a Lightning app and sees a message that a My Domain must be set up first.
What should the administrator take into consideration when enabling My Domain?

• A. Single sign-on must be disabled prior to implementing MyDomain.
• B. The login for all internal and external users changes to the My Domain login
• C. A deployed My Domain is irreversible and renaming is unavailable.
• D. The URL instance for a My Domain stays the same for every release

Answer: B

Explanation:
My Domain is a feature that allows administrators to create a custom domain name for their Salesforce org that replaces their instance URL (such as na35.salesforce.com). My Domain provides benefits such as improved security; enhanced branding; faster navigation; access to Lightning components; etc. However, one of the considerations when enabling My Domain is that it changes how users log in to Salesforce
- instead of using their instance URL login (such as login.salesforce.com), they have to use their My Domain login (such as mydomain.my.salesforce.com). This applies to all internal and external users who access Salesforce via web browser or mobile app. References:https://help.salesforce.com/s/articleView?id=sf.domain_name_overview.htm&ty pe=5

NEW QUESTION 18
Cloud Kicks want 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.
• B. Set the Fiscal Year to Custom and the duration to 4 quarters.
• C. Set the Fiscal Year to Standard and the starting month as February.
• D. Set the Fiscal Year to Standard and the duration to 12 months.

Answer: A

Explanation:
A standard fiscal year starts on January 1 and ends on December 31. A custom fiscal year can be set to start on any month and end on any month. In this case, Cloud Kicks wants its fiscal year to start on February 1 and end on January 31. This can be achieved by setting the fiscal year to Custom and the starting month to February.
Setting the fiscal year to Standard and the starting month to February will not work, as the standard fiscal year starts on January 1. Setting the fiscal year to Custom and the duration to 4 quarters will not work, as the duration of a fiscal year is 12 months. Setting the fiscal year to Standard and the duration to 12 months will not work, as the standard fiscal year starts on January 1.
Custom fiscal years are fiscal years that follow a custom-defined structure that differs from the Gregorian calendar. They can be used by organizations that have fiscal years that start on a different month thanJanuary or have fiscal years that are divided into custom periods such as quarters or weeks. To set up a custom fiscal year that starts on February 1 and has 12 months, an administrator needs to set the fiscal year to custom and the starting month as February in the fiscal year settings. Setting the fiscal year to standard or the duration to 4 quarters does not meet the requirement of having a custom fiscal year that starts on February 1.
References:https://help.salesforce.com/s/articleView?id=sf.admin_fiscal_year.htm&type= 5

NEW QUESTION 19
An administrator at Cloud Kicks is building a flow that needs to search for records that meet certain conditions and store values from those records in variable for use later in the flow. What flow element should the administrator add?

• A. Assignment
• B. Get Records
• C. Create Records
• D. Update Records

Answer: B

Explanation:
Get Records is a flow element that allows you to retrieve one or more records from an object that meet certain conditions and storethem in a collection variable or a record variable for use later in the flow. You can also choose which fields from those records you want to store in variables.References:https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_da ta_getrecords.htm&type=5

NEW QUESTION 20
Universal Containers introduced a new product and wants to track all associated cases that get logged. They are looking for an automated solution that would give the product's two lead engineers read/write access to all new cases that reference the new product.
What should an administrator do to satisfy this requirement?

• A. Create a queue and a criteria-based sharing rule.
• B. Create a predefined case team and an assignment rule.
• C. Create a user-based sharing rule and an ad-hoc case team.
• D. Create an auto-response rule and a public group.

Answer: A

Explanation:
To track all cases that reference the new product and giveread/write access to the product’s two lead engineers, the administrator should create a queue and a criteria- based sharing rule. The queue will allow assigning cases that meet certain criteria, such as having a specific value in the Product field, to a group of users. The criteria-based sharing rule will grant read/write access to the queue members for cases that match the same criteria. References: https://help.salesforce.com/s/articleView?id=sf.queues_overview.htm&type=5https://help.sa lesforce.com/s/articleView?id=sf.sharing_criteria.htm&type=5

NEW QUESTION 21
......