Free Practice Questions for Salesforce Salesforce-Certified-Administrator Exam

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 andactions 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_over view.htm&type=5

To route new leads to the correct sales person based on thelead address, the administrator should use lead assignment rules that specify criteria based on lead fields such as City, State/Province, or Country, and assign leads that match those criteria to queues or users. Lead assignment rules can be triggered automatically when leads are created or manually by users. Creating a formula field, assigning with an escalation rule, or configuring a validation rule will not route leads to sales people. References:https://help.salesforce.com/s/articleView?id=sf.leads_assignment_rules.htm &type=5

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=5https://help.salesforce.com/s/articleView?id=sf.customize_page_layouts.htm &type=5

A lookup relationship is a type ofrelationship that links two objects together, but does not affect security or deletion. It can be used to create a relationship between shipments and accounts where shipments should have a lookup to accounts; this way, shipments can show related account information on their records, but when an account is deleted, the shipments remain. Accounts should have a lookup to shipments is not a valid option because it does not match the requirement of seeing all shipment items from an account page; it would show related account information on shipment records instead. Shipments should have a master-detail to accounts or accounts should have a master-detail to shipments are not valid options either because they do not match the requirement of keeping shipments when an account is deleted; they would delete shipments along with their master account records. References:https://help.salesf orce.com/s/articleView?id=sf.relationships_lookup.htm&type=5

To create 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&type=5

To advertise on TV, radio, print, and social under one banner calledNew 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 hierarchy. References:https://help.salesforce.com/s/articleView?id=sf.campaigns_parent.htm &type=5

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:https://help.salesforce.com/s/articleView?id=sf.reports_report_types_standard_user.htm &type=5

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 typesfor each sales process, and three page layouts for each record type. References: https://help.salesforce.com/s/artic leView?id=sf.customize_salesprocess.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm &type=5https://help.salesforce.com/s/articl eView?id=sf.customize_layout.htm&type=5

Web-to-Case and Email-to-Case are two solutions that allow customers to create cases from a webform or an email. Web-to-Case generates HTML code for a web form that you can place on your website. Email-to-Case converts incoming emails into cases.

References: https://help.salesforce.com/s/articleView?id=sf.customizesupport_web_to_case.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.customizesupport_email_to_case.htm &type=5

To provide a summary of org’s security health, an administrator should run a Health Check that compares org’s settings against baseline settings defined by Salesforce Security Baseline Standard or industry standards such as CIS (Center for Internet Security) Benchmark Standard. Health Check generates an overall health score based on how org’s settings match with baseline settings for various security categories such as Password Policies, Network Access, Session Settings etc. Health Check also provides recommendations for improving org’s security health score by adjusting settings that do not match withbaseline settings. Changing Org-Wide Default to private, turning on Event Monitoring, or downloading user login data will not provide a summary of org’s security health. References:https://hel p.salesforce.com/s/articleView?id=sf.security_health_check.htm&type=5