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Salesforce ADM-201 Sample Question Answers
Question # 1
DreamHouse Realty regularly holds open houses for the selling of both houses and condominiums. For condominium open houses, there are a few extra steps that need to be taken. Agents need to be able to submit requests and receive approvals from the homeowners' association.How can the administrator ensure these extra steps only appear when creating open house records for condominiums?
A. Create one page layout. Use record types to ensure the proper status picklist valuesdisplay. B. Create two page layouts. Use business processes and record types to display theappropriate picklist values. C. Create one page layout. Use business processes to ensure the proper status picklistvalues display. D. Create two page layouts, one with a House Status field and the other with aCondominium Status field.
Answer: B
Explanation: To ensure extra steps only appear when creating open house records for
condominiums, an administrator can use two methods: create two page layouts; and use
business processes and record types to display appropriate picklist values. A page layout
is a feature that allows administrators to control how fields, related lists, buttons, etc., are
arranged on a record detail or edit page for each object. An administrator can create two
page layouts for open house records - one for houses and one for condominiums - and
include different fields or sections for each page layout based on their requirements. A
business process is a feature that allows administrators to define and enforce stages that
records must go through based on their record type such as lead status or opportunity
stage. A record type is a feature that allows administrators to offer different business
processes, picklist values, page layouts etc., to different users based on their profile or role.
An administrator can create two record types for open house records - one for houses and
one for condominiums - and assign different business processes and picklist values for
each record type based on their requirements. References:
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, an administrator 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:
The administrator at Ursa Major Solar wants to add prepopulated subjects for Tasks and Events. Tasks should have the subjects Schedule Site Visit, and Send Contract, while Events should have the subjects Site Visit and Ride Along.How can this requirement be configured?
A. Include Schedule Site Visit, Send Contract, Site Visit, and Ride Along picklist values forthe Activity subject field. B. Add the new values to the predefined held values for the global actions New Event and New Task C. Add Schedule Site Visit and Send Contract picklist values for the Task subject held. Add Site Visit and Elide Along picklist values for Event subject field. D. Create a new custom Subject picklist held on Activity and add the held values.
Answer: B
Explanation: To add prepopulated subjects for Tasks and Events with the specific subjects
as mentioned, the most efficient way is:
Add the new values to the predefined field values for the global actions New Event
and New Task: This allows the administrator to define specific subjects for tasks
and events directly within the global actions. When a user selects either of these
actions, they will see the predefined subjects (such as Schedule Site Visit, Send
Contract, Site Visit, and Ride Along) available in the subject field.
Options A, C, and D are not as straightforward or effective in achieving this specific
requirement.
References:
Salesforce Help: Global Actions
Salesforce Trailhead: Customize Standard Global Actions
Question # 4
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 categorychosen.How should the administrator configure Salesforce to meet this requirement?
A. Create a page layout for each category and filter the Lead Source field based on category. B. Create a dependency between the Product Category field and Lead Source field. C. Create business processes and record types for each of the three product categories. D. Create a single business process, then create record types for each product category.
Answer: B
Explanation: To display only the proper lead sources based on the product category
chosen, an administrator should create a dependency between the Product Category field
and Lead Source field on Lead object. A dependency is a relationship between two picklist
fields that restricts the values available in one picklist based on the value selected in
another picklist. For example, an administrator can create a dependency that shows only
Online Store and Social Media as lead sources if Product Category is Shoes, but shows
only Trade Show and Magazine as lead sources if Product Category is Apparel. Creating a
page layout for each category, creating business processes and record types for each
category, or creating a single business process with record types for each category will not
display only the proper lead sources based on the product category chosen. References:
Universal Container wants to prevent its service team from accessing deal records. Whileservice users are unable to access deal list views; they are able to find the deal records viaa search.What options should the administrator adjust to fully restrict access?
A. Record setting and search index B. Permissions and tab visibility C. App permissions and search terms D. Page layouts and field- level security
Answer: B
Explanation: Permissions and tab visibility are two options that administrators can adjust
to fully restrict access to records for certain users or profiles. Permissions determine what
users can do with records, such as create, read, edit, delete, view all, or modify all. Tab
visibility determines whether users can see a specific object tab in their app launcher or
navigation bar. By setting permissions and tab visibility to none or hidden for deal records
for service users or profiles, administrators can prevent them from accessing deal records
DreamHouse Realty requires that house showings be scheduled within the current year toprevent 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 look at this year. B. Create a report that shows any Showing Dates not scheduled in the current year to theupdated. 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 currentyear.
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 an error message.
The administrator at Cloud Kicks writes an assignment rule to send all cases created viaemail or the web to the Automated Cases Queue Any manually created cases should beowned by the agent creating them, however, the manually created cases now show theadministrator as the owner.What will the administrator find when troubleshooting this issue?
A. An escalation rule is changing the case owner on case creation B. The Assignment Rule checkbox is selected by default. C. Another assignment rule is giving ownership to the administrator D. The Owner field is missing on the webform and email template.
Answer: B
Explanation: The Assignment Rule checkbox is a checkbox that appears on manual case
creation pages when assignment rules are defined for cases. The Assignment Rule
checkbox determines whether or not to apply assignment rules to manually created cases.
If the Assignment Rule checkbox is selected by default, then any manually created cases
will be assigned according to assignment rules instead of being owned by the agent
creating them. To prevent this from happening, an administrator can either deselect the
Assignment Rule checkbox when creating cases manually; or change the default setting for
this checkbox under setup by selecting or deselecting Use active assignment rules by
Brokers at DreamHouse Realty need to see certain information about one or more caseswhen referencing the contact record. This record case Name, Case ID, Customer Name,Case Reason, Case Status, and Case Creation Date.Which two changes in Setup should the administrator make?
A. Use the page layout editor to change the related list type to Enhanced List. B. Edit the Related List component in the Lightning App Builder and choose Related List asthe related list type. C. Edit the Related List component in the Lightning App Builder and choose Enhanced Listas the related list type. D. Use the page layout editor to include the appropriate column in the Cases related list.
Answer: B,D
Explanation: To see certaininformation about one or more cases when referencing the
contact record, an administrator can use two methods: edit the Related List component in
the Lightning App Builder and choose Related List as the related list type; and use the
page layout editor to include the appropriate column in the Cases related list. The Related
List component is a component that allows users to view and edit records related to a
parent record on a record page. The Related List component has two types: Related List
and EnhancedList. The Related List type shows records in a table format with columns that
match the page layout of the parent record. The Enhanced List type shows records in a
compact format with fewer columns and actions. To change the type of the Related List
component, an administrator can use the Lightning App Builder and select either Related
List or Enhanced List from the properties panel. The page layout editor is a tool that allows
administrators to control how fields, related lists, buttons, etc., are arrangedon a record
detail or edit page for each object. To include appropriate columns in a related list, such as
case name, case ID, customer name, case reason, case status, and case creation date for
cases related to contacts, an administrator can use the page layout editor and drag and
drop the desired fields from the palette to the Cases related list on the contact page layout.
The sales team at Ursa Major Solar has asked the administrator to automate an outboundmessage.What should the administrator utilize tosatisfy the request?
A. Process builder B. Task assignment C. Workflow rule D. Flow builder
Answer: C
Explanation: To automate an outbound message, the administrator should use a workflow
rule that defines the criteria for sending the message and the actions toperform when those
criteria are met. One of the actions available for workflow rules is sending an outbound
message to a designated endpoint URL with specified fields as parameters. Process
builder, task assignment, and flow builder are not able to send outbound messages
Cloud Kicks is Introducing a new shoe model and wants to advertise on TV, radio, print,and social under the banner of a called New Runners. In addition, total statistics for thismarketing effort need to be aggregated and visible.Which feature should the administrator use to implement this functionality?
A. Junction object B. Parent campaign field C. Lookup relationship D. Master-detail relationship
Answer: B
Explanation: To advertise on TV, radio, print, and social under one bannercalled New
Runners and aggregate total statistics for this marketing effort, an administrator should use
Parent campaign field on Campaign object. This field allows creating hierarchical
relationships between campaigns by specifying one campaign as parent of another
campaign. Parent campaigns roll up statistics from child campaigns such as number of
leads generated, amount of revenue won etc. For example, an administrator can create
four child campaigns for TV, radio, print and social ads respectively and link them to one
parent campaign called New Runners using Parent campaign field. Junction object, lookup
relationship, and master-detail relationship are not features related to Campaign object or
Northern Trail Outfitters wants to encourage employees to choose secure and appropriatepasswords 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: A,D,E
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
Northern Trail Outfitters wants to know the average stage duration for all closedOpportunities.How should an administrator support this request?
A. Use process builder to capture the daily average on each opportunity. B. Add Formula Fields to track Stages on each Opportunity. C. Run the Opportunity Stage Duration report. D. Refresh weekly reporting snapshots for Closed Opportunities.
Answer: C
Explanation: The Opportunity Stage Duration report is a standard report that shows how
long opportunities spend in each stage before they are closed. It can be used to measure
the average stage duration for all closed opportunities by grouping and summarizing the
data by stage name and duration fields. Using process builder to capture the daily average
on each opportunity is not feasible because it would require creating multiple fields and
formulas on the opportunity object and updating them every day. Adding formula fields to track stages on each opportunity is also not practical because it would require creating
multiple fields and formulas on the opportunity object and maintaining them every time a
stage changes. Refreshing weekly reporting snapshots for closed opportunities is not
necessary because the report can run on real-time data without
Sales managers would like to know what could beimplemented to surface important valuesbased on the stage of the opportunity.Which tool should an administrator use to meet this requirement?
A. Opportunity Processes B. Dynamic Forms C. Path Key fields D. Workflow Rules
Answer: C
Explanation: To surface important values based on stage of opportunity , an administrator should use Path Key fields feature on Opportunity object . This feature allows adding up to
five fields that display key information about each stage along path . Users can edit these
fields inline without leaving path . For example , an administrator can add Amount , Close
Date , Next Step , Probability , and Stage fields as key fields for Opportunity path .
Opportunity Processes , Dynamic Forms , and Workflow Rules are not toolsfor surfacing
important values based on stage of opportunity . References : https :// help . salesforce .
com / s / articleView ? id = sf . lex_path_setup_key_fields . htm & type = 5
Question # 14
The Support team at Ursa Major Solar prefers using split list views on the case homepage.Occasionally, the team views shipments from another support application.What should the administrator configure to allow the team to use the split list view?
A. Filter by a single shipment record type in the list view. B. Include the Shipments tab on the app's navigation bar. C. Split views are only available on standard objects. D. Add the Manage List Views permission for support users.
Answer: C
Explanation: Split views are a feature that allows users to view records as a split list on
object home pages in Lightning Experience apps that use console navigation. Split views
show records in two panes: a list view pane on the left and a record detail pane on the
right. Users can switch between different list views and records without losing context or
scrolling. However, split views are only available on standard objects such as accounts,
contacts, leads, opportunities, cases, etc., and not on custom objects such as
Users at Dreamhouse Reality are only allowed to see opportunities they own. Leadershipwantsanenterprise- wide dashboard of all open opportunities in the pipeline so that users can seehow thecompany is performing at any point in time.How should an administrator create the dashboard without changing any sharing setting?
A. Update the dashboard to folder settings to manager for the sales reps role. B. Add a filter to the dashboard to filter the opportunities by owner role. C. Build individual dashboards for profiles that need to see the enterprise results. D. Create a dashboard with the running User set as someone who can see allOpportunities
Answer: D
Explanation: Creating a dashboard with the running user set as someone who can see all
opportunities is a way to create an enterprise-wide dashboard of all open opportunities in
the pipeline without changing any sharing settings. The running user determines what data
is displayed on the dashboard based on their access level and permissions; if the running user can see all opportunities, then the dashboard will show all opportunities regardless of
who views it. Updating the dashboard folder settings to manager for the sales reps role
does not create an enterprise-wide dashboard; it only controls who can access the
dashboard folder, not what data is displayed on the dashboard. Adding a filter to the
dashboard to filter the opportunities by owner role does not create an enterprise-wide
dashboard either; it only shows opportunities owned by users in certain roles, not all
opportunities. Building individual dashboards for profiles that need to see the enterprise
results is not a feasible solution; it would require creating multiple dashboards for different
profiles and maintaining them separately, which is inefficient and
Northern Trail Outfitters wants toinitiate expense reports from Salesforce to the external HRsystem. This process needs to be reviewed by managers and directors.Which two tools should and administrator configure?Choose 2 answers
A. Quick Action B. Outbound Message C. Approval Process D. Email Alert Action
Answer: A,C
Explanation: Quick actions allow you to initiate expense reports from Salesforce to an
external HR system. Approval processes allow you to review the expense reports by
Ursa MajorSolar uses Opportunity to track sales of solar energy products. The companyhas twoseparate sales teams that focus on different energy markets. The Services team alsowants to useOpportunity to track installation. All three teams will need to usedifferent fields and stages.How Should the administrator configure this requirement?
A. Create three sales processes. Create three record types and one page layout. B. Create one sales process. Create three record types and three page layouts. C. Create three sales processes. Create three record types and three page layouts. D. Create one sales process. Create one record type and three page layouts.
Answer: C
Explanation: A sales process is a set of stages that an opportunity goes through as it moves from creation to close. A record type is a way to offer different business processes,
picklist values, and page layouts to different users based on their profiles. A page layout
controls the layout and organization of detail and edit pages for a specific object and record
type combination. To meet the requirement of having different fields and stages for each
team, you need to create three sales processes for each market segment, three record
types for each sales process, and three page layouts for each record type. References:
The administrator at CloudKicks has created an approval process for time off requests.Which two automated actions are available to be added as part of the approval process?Choose 2 answers
A. Field Update B. Chatter Post C. Auto launched Flow D. Email Alert
Answer: A,D
Explanation: Field update and email alert are two types of automated actions that can be
added as part of the approval process. Field update allows you to change the value of a
field on a record when it is submitted, approved, rejected, or recalled. Email alert allows
you to send an email to one or more recipients when a record is submitted, approved,
The CTO of AW Computing has defined a new policy for cases to improve customersatisfaction. All cases submitted with a Case Reason of Installation must be acknowledgedimmediately via email and assigned to the appropriate agents. Any cases that are still inthe New status after 4 hours must be escalated to support management.What case management tools need to be utilized for this requirement?
A. Auto-response rules, Macros, Entitlements B. Auto-response rules, Queues, Macros C. Auto-response rules, Queues, Escalation Rules D. Auto-response rules, Entitlements, Escalation Rules
Answer: B
Explanation: To advertise on TV, radio, print, and social under one bannercalled New
Runners and aggregate total statistics for this marketing effort, an administrator should use
Parent campaign field on Campaign object. This field allows creating hierarchical
relationships between campaigns by specifying one campaign as parent of another
campaign. Parent campaigns roll up statistics from child campaigns such as number of
leads generated, amount of revenue won etc. For example, an administrator can create
four child campaigns for TV, radio, print and social ads respectively and link them to one
parent campaign called New Runners using Parent campaign field. Junction object, lookup
relationship, and master-detail relationship are not features related to Campaign object or
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: A,D
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
At cloud kicks sales reps usediscounts on the opportunity record to help win sales onproducts. When an opportunity is won, they then have to manually apply the discount upthe relatedopportunity products. The sales manager has asked if three is a way to automate thistimeconsumingtask.What should the administrator use to deliver this requirement?
A. Flow Builder B. Approval Process C. Prebuild Macro. D. Formula field
Answer: A
Explanation: To automate applying discounts on opportunity products when an opportunity
is won, the administrator should use Flow Builder, which is a tool that allows creating
complex business processes with clicks. The administrator can create an autolaunched
flow that runs when an opportunity is updated, checks if its stage is “Closed Won”, and
updates its related opportunity products with discounts from a formula or variable. Approval
Process, Prebuilt Macro, and Formula Field are not able to update related records based
Northern Trail Outfitters has a new flow that automatically sets the field values when a newaccount is created. That the flow is launched by a process, But the flow is notworkingproperly.What should administrator do to identify the problem?
A. Use the native debug feature in the flow builder. B. Review debug logs with the login level. C. View the setup audit Trail and review for errors. D. Setup Email logs and review the send error log.
Answer: A
Explanation: Native debug feature is a tool that can be used to identify the problem with
the new flow. Native debug feature allows users to test a flow by running it with different
input values and inspecting the output values at each element. Users can also see error
messages and warnings that indicate where the flow failed or might
Northern Trail Outfitters is using one profile for all of its marketing users, providing readonly
access to the Campaign object. A few marketing users now require comprehensive edit
access on
Campaigns.
How should an administrator fulfil this request?
A. Permission sets B. Organization-wide defaults C. Marketing user checkbox D. Field-level security
Answer: C
Question # 24
Universal Containers wants to provide reseller partners with discounted prices on the
products they purchase.
How should an administrator configure this requirement?
A. Add a Partner_Discount_c field to the Opportunity B. Build separate reseller partner products. C. Use a different Opportunity record type. D. Create a separate PriceBook for reseller partners.
Answer: D
Question # 25
The VP of sales at Dreamhouse Realty has requested a dashboard to visualize enterprise
sales
across the different teams. The key place of data is the total of all sales for the year and the
progress to
the enterprise sales goal.
What dashboard component will effectively show this number and the proximity to the total
goal as a
single value?
A. Table B. Stacked Bar C. Donut D. Gauge
Answer: D
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