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SFDC ADMIN 201 ACTUAL EXAM WITH QUESTIONS AND CORRECT ANSWERS (VERIFIED AND WELL DETAILED ANSWERS) LATEST UPDATE 2024/2025 feature allows a user to group campaigns within a specific marketing program or initiative? A. campaign hierarchy B. campaign lists C. campaign members D. campaign influence - CORRECT ANSWER A. campaign hierarchy Which dashboard component can display data from the summary rows of reports? A. gauge B. table C. chart D. metric - CORRECT ANSWER B. table, C. chart Which setting can a system administrator enable in the user interface? Pick 2. A. customizable recent tags B. chatter messenger for specific users C. printable list views D. related list hover links - CORRECT ANSWER C. printable list views, D. related list hover links A sales user at Universal Container has updated the opportunity stage for an opportunity in the pipeline. What may be updated as a result of the stage change? Choose 2 answers. A. sales quota B. account rating C. forecast category D. probability - CORRECT ANSWER C. forecast category, D. probability What is a method for adding content to Salesforce CRM Content? Choose 2 answers. A. attachments B. chatter files C. libraries D. documents - CORRECT ANSWER B. chatter files, D. documents Universal Container uses web-to-case to convert support requests submitted through its website into cases. The support team would like Salesforce to automatically send an email containing password reset instructions to the customer when the case subject contains the words "forgot" and "password." What does the admin need to configure to meet this requirement? A. support settings B. auto-response rule C. validation rule D. email-to-case - CORRECT ANSWER B. auto-response rule A sales executive at Universal Containers wants to be notified whenever high- value opportunities are created for hot accounts. How should an admin meet this requirement? D. add the record type to the required user records - CORRECT ANSWER C. assign the record type to the appropriate profiles What is the purpose of the AppExchange? Choose 2 answers. A. customers can share and install apps published by Salesforce partners B. support users can install the Service Cloud console custom app C. partners can download accounts and contacts to collaborate on sales deals D. admins can download and customize pre-built dashboards and reports - CORRECT ANSWER A. customers can share and install apps published by Salesforce partners, B. support users can install the Service Cloud console custom app What is a capability of Salesforce Knowledge? Choose 2 answers. A. Knowledge allows an organization to share articles with partner portal users B. Knowledge only allows a single article type across all data categories C. Knowledge automatically creates a solution for each new article D. Knowledge uses data categories and roles to make articles visible to the specific users - CORRECT ANSWER A. Knowledge allows an organization to share articles with partner portal users, D. Knowledge uses data categories and roles to make articles visible to the specific users Universal Container is using a private sharing model. The U.S. sales director needs full access to all records owned by the U.S. sales representatives. How can this be accomplished? A. define a role hierarchy where the U.S sales director rolls up to the CEO B. define a role hierarchy where the U.S. sales representatives roll up to the sales director C. give the U.S. sales director read/write/edit/delete object permission on the profile D. place the U.S. sales director in a queue with the U.S. sales representatives - CORRECT ANSWER B. define a role hierarchy where the U.S. sales representatives roll up to the sales director Which circumstance will prevent a system admin from deleting a custom field? A. the field is used in a page layout B. the field is used in a workflow field update C. the field is part of a field dependency D. the field is used in a report - CORRECT ANSWER B. the field is used in a workflow field update Universal Container wants to automatically backup all Salesforce data on a monthly basis. Which tool can a system admin use to meet this requirement? A. data export service B. analytic snapshot C. import wizard D. scheduled report - CORRECT ANSWER A. data export service What item appears in a user's My Unresolved Items after synchronization using Salesforce for Outlook? Choose 2 answers. A. cases not assigned to a contact B. notes not assigned to a record C. emails not assigned to a record D. contacts not assigned to an account - CORRECT ANSWER A. cases not assigned to a contact, D. contacts not assigned to an account Which statement about products and price books is true? Choose 2 answers. B. open cases C. closed activities D. open activities E. related custom object records - CORRECT ANSWER A. closed cases, B. open cases, D. open activities Universal Container set the organization-wide settings for cases to private. When a case is escalated, case ownership changes to a Tier 2 support agent. How can a system admin give the sales operations team read/write access to all escalated cases? A. create a criteria-based sharing rule B. create an ownership-based sharing rule C. create a case-assignment rule D. create a case-escalation rule - CORRECT ANSWER B. create an ownership- based sharing rule What permission is set in a user profile? Choose 3 answers. A. object permissions B. active C. run reports D. mass email E. marketing user - CORRECT ANSWER A. object permissions, C. run reports, D. mass email Which statement is true regarding an approval process? Choose 2 answers. A. an approval action defines the result of record approval or rejection B. a delegated approver can reassign approval requests C. the approval-history related list can be used to track the process D. an assignment rule defines the approver for each process step - CORRECT ANSWER A. an approval action defines the result of record approval or rejection, C. the approval-history related list can be used to track the process What is affected by changing the default locale setting for an organization? A. language B. date fields C. currency D. time zone - CORRECT ANSWER B. date fields What will happen when a user attempts to log into Salesforce from an IP address that is outside the login IP range on the User's profile within the organization-wide trusted IP range? A. the user will not be able to log in at all B. the user will be able to log in after the computer is activated C. the user will be able to log in without activating the computer D. the user will be able to log in after answering a security question - CORRECT ANSWER B. the user will be able to log in after the computer is activated How can a system admin add users to a Salesforce organization using chatter free? Choose 2 answers. A. assign chatter-free licenses to users outside the specified user domains B. assign chatter-free licenses to existing user Salesforce users C. create users in the organization and assign them a chatter-free license D. enable invites to allow users to invite others within specified email domains - CORRECT ANSWER C. create users in the organization and assign them chatter- D. "read" for opportunities - CORRECT ANSWER B. "view all" for opportunities Which statement about chatter posts and comments are true? Choose 2 answers. A. updates to the chatter feed on a record are only visible to users with access to the record B. posts made to a user's profile are visible to all users in the organization C. posts to a user's profile are hidden from anyone below that user in the role hierarchy D. posts to a user's profile can be made private by clicking the icon - CORRECT ANSWER A. updates to the chatter feed on a record are only visible to users with access to the record, B. posts made to a user's profile are visible to all users in the organization Criteria-based sharing rules can be created for which objects? Choose 3 answers. A. Contacts B. Accounts C. Opportunities D. Campaign Members E. Users - CORRECT ANSWER A. Contacts, B. Accounts, C. Opportunities Where can conditional highlighting be used? Choose 2 answers. A. tabular reports B. enhanced list views C. matrix reports D. summary reports - CORRECT ANSWER C. matrix reports, D. summary reports The marketing team at Universal Containers uses a web-to-lead form to capture leads from its website and a lead-assignment rule assigns the leads to the appropriate sales representatives. How can a system admin ensure that all leads are handled even when they do not meet the assignment criteria? A. specify a default lead owner B. specify a default lead creator C. create an escalation rule to route unassigned leads D. create a validation rule to route unassigned leads - CORRECT ANSWER A. specify a default lead owner What should an admin consider when setting up case feed? A. chatter feed tracking must be enabled for the case object B. case feed requires the service cloud user feature license C. the use case feed permission is automatically active for all profiles D. case feed replaces the standard case detail page by default - CORRECT ANSWER A. chatter feed tracking must be enabled for the case object Universal Container needs to synchronize data between Salesforce and an external financial system. How can a system admin accomplish this? A. use an external ID field to match records between the systems B. use the data loader to match records between the systems C. use the data loader to upsert Salesforce records into the financial system D. use the Excel connector to export records from both systems into Excel - CORRECT ANSWER A. use an external ID field to match records between the systems Universal Container currently assigns its user from the facilities and IT teams to the same profile. Universal Container recently created a custom object to track C. export opportunities and update using the data loader D. create a list view for opportunities and update using inline editing - CORRECT ANSWER C. export opportunities and update using the data loader, D. create a list view for opportunities and update using inline editing What does a custom report type determine? Choose 2 answers. A. the report format of the resulting report B. the field that can be used as columns when building a report C. the custom summary formulas displayed in a resulting report D. the objects that are available when building a report - CORRECT ANSWER B. the field that can be used as columns when building a report, D. the objects that are available when building a report How can a system admin grant users access to dashboards? Choose 2 answers. A. designate running users B. create and share data categories C. share folders with public groups D. share folders with roles - CORRECT ANSWER C. share folders with public groups, D. share folders with roles Sales management at Universal Container needs to display the information below in each account record: amount of all closed-won opportunities, amount of all open opportunities. Which feature should a system admin use to meet this requirement? A. roll-up summary fields B. calculated columns in the related list C. cross-object formula fields D. workflow rules with field updates - CORRECT ANSWER C. cross-object formula fields Universal Container requires that the organization-wide default for opportunities be set to public read/write. However, sales users are complaining that opportunity reports return too many results, making it difficult to find their team's opportunities in the report results. How can the system admin address this problem? A. update the sharing rule to limit user access to certain opportunities B. move the opportunity reports into a folder with restricted access C. use the show filter to filter report results and reduce records returned D. move the opportunity reports into each user's personnel report folder - CORRECT ANSWER C. use the show filter to filter report results and reduce records returned What can be done with a workflow field update action? Choose 2 answers. A. change the record type of a record B. update the value of a formula field C. update the value of a field on a child object D. apply a specific value to a field - CORRECT ANSWER A. change the record type of a record, D. apply a specific value to a field Universal Container wants to create a custom object to capture account survey data. Users must be able to select an account from the survey record. Users also need the ability to view related surveys on the account record. How should a system admin meet this requirement? Choose 2 answers. A. add the account related list to the survey page layout B. create a lookup relationship field on the account object C. create a lookup relationship field on the survey object What type of field allows users to input text, images, and links? A. text area B. input area C. text area (rich) D. text and image area - CORRECT ANSWER, C. A user responsible for managing and creating campaigns is unable to create a new campaign, even though the user's profile has the "create" profile permission for campaigns. How should a system admin grant the correct access to the user? A. create a campaign sharing rule to grant access to the user B. grant the user delegated administration rights to campaigns C. assign the user to the standard marketing user profile D. select the marketing user checkbox on the user record - CORRECT ANSWER ,D. When converting a lead, how can an admin capture custom lead data on the converted contact? A. map custom lead field to the standard lead field B. use the data loader to move the custom lead data C. map custom lead field to custom contact fields D. use the lead conversion wizard to select the fields - CORRECT ANSWER, C. Universal Container has two sales groups, each with its own unique sales process. What is the best way to ensure that sales representatives have access to only the stages relevant to their sales process when working on opportunities? A. page layouts B. multi-select picklists C. record types D. roles - CORRECT ANSWER, C. What tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps? A. read-only B. default off C. tab hidden D. default on - CORRECT ANSWER, C. Which data can be highlighted in a report using conditional highlighting? Choose 3 answers. A. data fields B. summarized totals C. group by field names D. summary formulas E. grand totals - CORRECT ANSWER A., B., E. Auser at Universal Container reports an error message when attempting to log in. The admin checks the user's login history, but there is no record of the attempted login. What could be the cause of this issue? A. the user is attempting to login with the wrong password B. the user is attempting to login outside of the profile IP login range C. the user is attempting to login outside of the profile login hours D. the user is attempting to login with the wrong username - CORRECT ANSWER, D. The admin at Universal Containers will create a custom field to track a specific Tier 2 support user on a case record. What data type should be used when creating this custom field? A. lookup filter B. formula C. hierarchical relationship D. lookup relationship - CORRECT ANSWER, D. The recruiting team at Universal Containers wants to be more proactive about renewing support plans with customers. They would like the support representative dedicated to each account to be notified a month before the account's support plan expires. What should an admin configure to meet this requirement? A. auto-response rule B. assignment rule C. workflow rule D. escalation rule - CORRECT ANSWER, C. Universal Containers wants to capture the invoice number and account credit score for billing cases. How would an admin accomplish this? Choose 2 answers. A. create a validation rule B. create custom fields C. create a support processes D. create a page layout - CORRECT ANSWER , B., C. Which relationship can be selected in a custom report type where Accounts is the primary object and Contacts is the related object? A. each account must not have related contacts B. each contact must have a related account C. each account may or may not have related contacts D. each contact may or may not have related accounts - CORRECT ANSWER, Cc. A system admin at Universal Container needs to prevent sales representatives from editing fields on an opportunity once the opportunity has been moved to closed stage. Which data validation tool can be used to accomplish this? Choose 2 answers. A. record types and read-only page layouts B. formula fields C. data validation rules D. workflow approvals - CORRECT ANSWER A., C. What can be modified on standard object fields? Choose 3 answers. A. picklist values B. default text C. label D. help text - CORRECT ANSWER A., C., D. Universal Container uses a private sharing model for opportunities. The sales team wants sales engineers to be involved in specific opportunities to help sales representatives close deals faster. How can an admin meet this request? A. enable chatter feed tracking on opportunities B. add sales engineers to opportunity teams C. add chatter groups to opportunities D. add sales engineers to accounts teams - CORRECT ANSWER, B. 
