ADM-201 Exam - Administration Essentials for New Admins

NEW QUESTION 1
When a cloud kicks Opportunity closes, the company would like to automatically create a renewal
opportunity.
Which two automation tools should an administrator use to accomplish this request? Choose 2 answers

• A. Approval Process
• B. Flow Builder
• C. Opportunity sharing rule
• D. Validation rule

Answer: BD

Explanation:
Flow Builder and Process Builder are two automation tools that should be used to accomplish this request. Flow Builder can be used to create a flow that defines the logic and actions for creating a renewal opportunity, such as setting the stage, close date, and amount. Process Builder can be used to create a process that triggers the flow when an opportunity is closed won. References: https://help.salesforce.com/s/articleView?id=sf.flow_builder.htm&type=5https://help.salesforce.com/s/articleView?id=sf.process_overview.htm&type=5

NEW QUESTION 2
Cloud Kicks wants to track shoe designs by products. Shoe designs should be unable to be deleted, and there can be multiple designs for one product across various stages.
Which two steps should the administrator configure to meet this requirement? Choose 2 answers

• A. Add a custom master-detail field for shoe designs on the Product object,
• B. Create a custom object for shoe designs.
• C. Use the standard object for designs.
• D. Configure a custom lookup field for shoe designs on theProduct object.

Answer: BD

Explanation:
To track shoe designs by products, prevent them from being deleted, and allow multiple designs for one product across various stages, the administrator should create a custom object for shoe designs and configure a custom lookup field for shoe designs on the Product object. This will create a one-to-many relationship between products and shoe designs, and allow users to link multiple shoe designs to one product record. To prevent shoe designs from being deleted, the administrator can use validation rules orpermissions. Adding a custom master-detail field for shoe designs on the Product object will create a many-to-one relationship, which is not desired. Using the standard object for designs or configuring a validation rule will not meet the requirement.References:https://help.salesforce.com/s/articleView?id=sf.customize_object_r elationships_overview.htm&type=5

NEW QUESTION 3
Users at Universal Containers would like to visually see the sales stages on an Opportunity page. The administrator is configuring path for Opportunities.
Which is an important consideration for path configuration?

• A. Kanban views for Path must be configured manually.
• B. TheOwner field can be edited in the key fields Panel.
• C. Celebrations are unable to be added to a path.
• D. Path can include guidance and key fields for each stage.

Answer: D

Explanation:
Path is a feature that can be used to visually see the sales stages on an opportunity page. Path can include guidance and key fields for each stage to help users move opportunities along the sales process. Guidance can provide tips, policy information, or best practices for each stage. Key fields can display important fields that users need to fill in or update for each stage.References:https://help.salesforce.com/s/articleView?id=sf.path_overview.htm&type= 5

NEW QUESTION 4
A sales rep at Ursa Major Solar has launched a series of networking events. They are hosting
one event per month and want to be able to report on campaign ROI by month and series. How should the administrator set up the Campaign to simplify reporting?

• A. Add different record types for the monthly event types.
• B. Create individual Campaigns that all have the same name.
• C. Configure campaign Member Statuses to record which event members attended.
• D. Use Campaign Hierarchy where the monthly events roll up to a parent Campaign

Answer: D

Explanation:
Campaign hierarchy is a feature that allows administrators to organize campaigns into a parent-child relationship, where the parent campaign represents a larger initiative and the child campaigns represent smaller or more specific activities within that initiative. Using campaign hierarchy can help Ursa Major Solar report on campaign ROI by month and series by creating a parent campaign for the series of networking events and creating individual child campaigns for each monthly event. The parent campaign can show the aggregated metrics and ROI for the entire series, while the child campaigns can show the metrics and ROI for each month. Adding different record types for the monthly event types, creating individual campaigns that all have the same name, or configuring campaign member statuses to record which event members attended are not solutions for reporting on campaign ROI by month and series; they either do not group campaigns into a hierarchy or do not track campaign metrics or ROI.References:https://help.salesforce.com/s/articleView?id=sf.campaigns_hierarchy.htm& type=5

NEW QUESTION 5
Cloud Kicks has decided to delete a custom field.
What will happen to the data in the field when it is deleted?

• A. The data in the field is stored for 20 days.
• B. The data is permanently deleted.
• C. The data associated with the field is required.
• D. The data is restorable from the recycle bin.

Answer: A

Explanation:
When you delete a custom field, the data in that field is stored for 20 days before it is permanently deleted. During this time, you can restore the field and its data from the Recycle Bin or use Data Loader to export the data.References:https://help.salesforce.com/s/articleView?id=sf.customize_del_field.htm&t ype=5

NEW QUESTION 6
The administrator at Northern Trail Outfitters has been using a spreadsheet to track assigned licenses and permission sets.
What feature can be used to track this in Salesforce?

• A. Login History
• B. Lightning Usage App
• C. User Report
• D. Permission Set Groups

Answer: C

Explanation:
To track assigned licenses and permission sets in Salesforce instead of using a spreadsheet, anadministrator should use User Report type on Report object. User Report type allows creating reports that show information about users such as their profile, role, license type, active status, login history etc. It also allows adding fields related to permission sets such as Permission Set Assignments or Permission Set License Assignments. For example, an administrator can create a User Report that shows user name, profile name, user license name, permission set assignments count etc. Login
History, Lightning Usage App, or Permission Set Groups are not features that can be used to track assigned licenses and permission sets in Salesforce. References:https://help.salesforce.com/s/articleView?id=sf.reports_report_types_standard_user.htm&type=5

NEW QUESTION 7
The administrator at cloud kicks has been ask to change the company’s Shoe style field to prevent users from selecting more than one style on a record.
Which two steps should an administrator do to accomplish this? Choose 2 answers

• A. Reactivate the appropriate Shoe Style values after the field type changes.
• B. Select the “Choose only one value “checkbox on the pick list field.
• C. Back-up the Shoe Style values in existing records.
• D. Change the field type from a multi-select picklist field to a picklist field.

Answer: BD

Explanation:
To prevent usersfrom selecting more than one value on a picklist field, the administrator needs to change the field type from a multi-select picklist to a regular picklist, and select the “Choose only one value” checkbox on the field definition page. This will ensure that only one value can be selected on the record page and in reports and filters.References:https://help.salesforce.com/s/articleView?id=sf.customize_picklists.htm&t ype=5

NEW QUESTION 8
DreamHouse Realty requires that house showings be scheduled within the current year to prevent too many future showings from stacking up.
How can they make sure Showing Date is only populated with a date this years?

• A. Sync the users' Showing Calendar to Salesforce and filter it to only lookat this year.
• B. Create a report that shows any Showing Dates not scheduled in the current year to the updated.
• C. Add Help Text so the user knows to only add a Showing Date within the current year.
• D. Create a validation rule that ensures Showing Date contains a date within the current year.

Answer: D

Explanation:
A validation rule is a feature that allows administrators to define criteria for data entry or import operations and display an error message when those criteria are not met. For example, a validation rule can ensure that house showings are scheduled within the current year by comparing the showing date field with a formula that returns the current year. If the showing date field contains a date outside of the current year, then the validation rule will prevent users from saving or importing records with anerror message.References:https://help.salesforce.com/s/articleView?id=sf.fields_about_validatio n_rules.htm&type=5

NEW QUESTION 9
An administration needs to store the ID of record type of later use in a flow. Which kind of variable should the administrator use?

• A. Boolean variable
• B. Text variable
• C. ID variable
• D. Record variable

Answer: C

Explanation:
An ID variable is a type of variable that can store an ID value of a record or a record type in a flow. It can be used to store the ID of a record typefor later use in a flow, such as assigning it to a record or using it in a condition. A boolean variable is a type of variable that can store a true or false value in a flow. A text variable is a type of variable that can store a text value in a flow. A record variable is a type of variable that can store one or more field values of a record in a flow.References:https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_variable s.htm&type=5

NEW QUESTION 10
The administrator has been asked to automate a simple field update on the account. When a
support agent changes the status of the account to ‘Audited’, they would like the system to automatically update the Audited date field on the account with today’s date.
Which tool should the administrator use to complete this automation?

• A. Approval process
• B. Formula Field
• C. Flow Builder
• D. Validation Rule

Answer: B

Explanation:
A formula field is a type of field thatcalculates a value based on an expression or formula that references other fields or constants. For example, a formula field can display today’s date by using the TODAY() function. In this case, the administrator can create a formula field on the account object that updates the audited date field with today’s date when the status of the account is changed to ‘Audited’.References:https://help.salesforce.com/s/articleView?id=sf.fields_about_formulas. htm&type=5

NEW QUESTION 11
Cloud Kicks has created a screen flow for their sales team to use when they add new leads. The screen flow collect name, email and shoe preference. which two things should the administrator do to display the screen flow? Choose 2 answers

• A. Create a tab and add the screen flow to the page.
• B. use a flow element and add the screen flow to the record page.
• C. Add the flow in the utility bar of the console
• D. install an app from the AppExchange

Answer: AB

Explanation:
To display the screen flow, the administrator should create a tab and add the screen flow to the page. The administrator can also use a flow element and add the screen flow to the record page.
The other options are not relevant to this scenario. Adding the flow in the utility bar of the console will not display the screen flow. Installing an app from the AppExchange is not
necessary to display the screen flow.
Here are thesteps on how to create a tab and add the screen flow to the page:
✑ Go to Setup > Tabs.
✑ Click New.
✑ Enter a name and label for the tab.
✑ Select the Screen Flow tab type.
✑ Select the screen flow that you want to display.
✑ Click Save.
Here are the steps on howto use a flow element and add the screen flow to the record page:
✑ Go to Setup > Customize > Lightning App Builder.
✑ Select the record page that you want to add the screen flow to.
✑ Click Edit.
✑ Drag the Flow element from the Palette to the canvas.
✑ Select the screen flow that you want to display.
✑ Click Save.

NEW QUESTION 12
What data loss considerations should an administrator keep in mind when changing a custom field type from Text to Picklist?
Choose 2 answers

• A. There will be no data loss with use of a global value set.
• B. Assignment and escalation rules may be affected.
• C. Auto updates will be made toVisualforce references to prevent data loss.
• D. Any list view based on the custom field is deleted.

Answer: BD

Explanation:
Two data loss considerations when changing a custom field type from Text to Picklist are:
✑ Assignment and escalation rules may beaffected, because the values in the
picklist may not match the values that were previously entered in the text field, and the rules may not trigger as expected.
✑ Any list view based on the custom field is deleted, because the filter criteria for the list view may not be valid for the new field type, and the list view cannot be displayed. There will be no data loss with use of a global value set or auto updates to Visualforce references, because these are not related to changing a custom field type from Text to Picklist. References: https://help.salesforce.com/s/articleView?id=sf.fields_changing_type_consideration s.htm&type=5

NEW QUESTION 13
Northern Trail Outfitters wants to encourage employees to choose secure and appropriate passwords for their Salesforce accounts.
Whichthree password policies should an administrator configure? Choose 3 answers

• A. Maximum invalid login attempts
• B. Prohibited password values
• C. Require use of Password Manager App
• D. Password complexity requirements
• E. Number of days until expiration

Answer: ADE

Explanation:
Maximum invalid login attempts, password complexity requirements, and number of days until expiration are three password policies that an administrator can configure to encourage employees to choose secure and appropriate passwords for their Salesforce accounts. Maximum invalid login attempts determines how many times a user can enter an incorrect password before being locked out of Salesforce. Password complexity requirements determine how complex a user’s password must be based on criteria such as length,case sensitivity, alphanumeric characters, etc. Number of days until expiration determines how often users must change their passwords.References:https://help.salesforce.com/s/articleView?id=sf.security_password_
policies.htm&type=5

NEW QUESTION 14
Which tool should an administrator use to review recent configuration changes made in their org?

• A. Critical Updates
• B. Debug logs
• C. Setup Audit Trail
• D. Field History Tracking

Answer: C

Explanation:
Setup audit trail is a tool thatallows administrators to review recent configuration changes made in their org. It shows a list of up to 180 days of setup changes made by anyone in the org, including the date, time, user, and type of change. It can help administrators track who made what changes and when, and troubleshoot any issues caused by configuration changes. Critical updates are notifications that inform administrators of new features or enhancements that may impact their org; they do not show configuration changes made by users. Debug logs are records of database operations, system processes, and errors that occur when executing a transaction or running unit tests; they do not show configuration changes made by users either. Field history tracking is a feature that allows administrators to track changes to the values of certain fields on records; it does not show configuration changes made in setup.References:https://help.salesforce.com/s/articleView?id=sf.monitorsetup.htm&type=5

NEW QUESTION 15
The Call center manager in Ursa Major Solar wants to provide agents with a case dashboard
that can be drilled down by case origin, status and owner.
What should an Administrator add to the dashboard to fulfil the request?

• A. Dashboard Filter
• B. Bucket column
• C. Dashboard component
• D. Combination Chart

Answer: A

Explanation:
A dashboard filter is afeature that allows users to filter dashboard components by one or more field values without changing the underlying report data. For example, a dashboard filter can allow users to view cases by origin, status, or owner. A dashboard filter consists of a filter name, one or more source fields, and one or more filter values. Users can apply one or more filters to see different views of the dashboard data.References:https://help.salesforce.com/s/articleView?id=sf.dashboards_filters.htm&ty pe=5

NEW QUESTION 16
An administrator at AW Computing has been asked to help the Support team with report folders. They want a folder called Support Reports and two folders underneath called Helpdesk and R&D. The Support organization uses public groups for Support Agents, R&D, and Managers. Support agents should be able to run Helpdesk reports, but should not be able to view R&D reports. Support managers should be able to view and edit all reports.
Which two ways should these folders be shared? Choose 2 answers

• A. Share the R&D folder with Support Managers with Edit Access.
• B. Share the Helpdesk folder with Support Agents with View access.
• C. Share the Support Reports folder with Support Managers with Edit Access.
• D. hare the Support Reports folder with Support Agents with View Access.

Answer: BC

Explanation:
To share report folders with different groups of users with different levels of access, an administrator can use folder sharing settings under setup. Folder sharing settings allow administrators to share report folders with public groups, roles, roles and subordinates, territories, or portal roles with view or edit access. In this case, the administrator can share the Helpdesk folder with Support Agents with view access so they can run Helpdesk reports but not edit them; and share the R&D folder with Support Managers with edit access so they can view and edit R&D reports.References:https://help.salesforce.com/s/articleView?id=sf.reports_builder_folders_ sharing.htm&type=5

NEW QUESTION 17
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?

• A. Hierarchical sharing
• B. Use Manual sharing
• C. Criteria based sharing
• D. Owner based sharing

Answer: B

Explanation:
Manual sharing allows record owners to share individual records with other users or groups. This is useful when one-off sharing is needed for a specific situation. Hierarchical sharing, criteria-based sharing and owner-based sharing are not suitable for this scenario because they are based on predefined rules or roles that do not match the requirement.References:https://help.salesforce.com/s/articleView?id=sf.sharing_overview.h tm&type=5

NEW QUESTION 18
Ursa Major Solar wants to automatically notify a manager about any cases awaiting a response
froman agent for more than 2 hours after case creation.
Which feature should an administrator use to fulfill this requirement?

• A. Assignment Rule
• B. Case Escalation Rule
• C. Omni-Channel Supervisor
• D. Formula Field

Answer: B

Explanation:
Case escalation rules allow you to escalate cases based on certain criteria, such as time or priority.
References: https://help.salesforce.com/s/articleView?id=sf.customize_escalation.htm&type=5

NEW QUESTION 19
AW Computing has added a new custom text field called Market Segment on the Lead object. When a Lead is converted, the new field is not getting copied to the Account record.
What should the administrator do to ensure the Market Segment field from a Lead is copied
to the converted Account record in routine?

• A. Ensure the Market Segment field on the Lead is mapped to right field on Account.
• B. Ensure Account has a field that has the exact same name as the new Lead field.
• C. Write a Validation Rule to ensure the Account has a value in that field.
• D. Write a record-triggered flow to copy the custom field from Lead to Account.

Answer: A

Explanation:
To ensure Market Segment field from Lead is copied to converted Account record in routine manner without manual intervention , an administrator should ensure Market Segment field on Lead is mapped to right field on Account using Lead Field Mapping tool under Lead Settings. This tool allows mapping custom fields from Lead object to custom fields on Account , Contact , or Opportunity objects so that data is transferred when leads are converted . For example , an administrator can map Market Segment field on Lead to Market Segment field on Account using this tool . Ensuring Account has a field that has same name as new Lead field , writing validation rule , or writing record-triggered flow are not necessary for copying custom fields from Lead to Account . References : https
:// help . salesforce . com / s / articleView ? id = sf . leads_custom_field_mapping . htm & type = 5

NEW QUESTION 20
Northern Trail Outfitters wants emails received from customers to generate cases automatically.
How should the administrator ensure that the emails are sent to the correct queue?

• A. Utilize a flow to identify the correct queue and assign the case.
• B. Use a custom email services to set the owner of the case upon creation.
• C. Create an Escalation Rules to send cases to the correct queue.
• D. Configure Email-to-Case so emails are delivered to the correct queue

Answer: D

Explanation:
Email-to-Case allows administrators to set up routing addresses that automatically create cases from incoming emails and assign them to queues based on predefined criteria. This way, emails from customers can generate cases automatically and be sent to the correct queue. A flow is a tool for building automated processes, but it is not designed for email routing. A custom email service is a way to process inbound emails using Apex code, but it requires coding skills and is more complex than Email-to-Case. Anescalation rule is a way to escalate cases based on certain conditions, but it does not create cases from emails or assign them to queues.References:https://help.salesforce.com/s/articleView?id=sf.customize_email2case. htm&type=5

NEW QUESTION 21
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