Tips and Tricks to Ace the Salesforce ADM-201 Exam

Jonnie Karnath2023-05-31T06:42:50+00:00

If you’re preparing for the Salesforce ADM-201 certification exam, you’re likely looking for any advantage you can get to ensure success. Here are some tips and tricks to help you pass the exam with flying colors:

Study the Exam Guide: The ADM-201 Exam Guide is your roadmap to success. Make sure you read it thoroughly and understand all the topics it covers.
Take Practice Tests: Practice tests are a great way to gauge your knowledge and identify areas where you need to improve. Take as many practice tests as you can to boost your confidence and prepare for the real exam.
Use Study Materials: There are many study materials available online, including books, videos, and online courses. Use these resources to supplement your knowledge and ensure you’re fully prepared.
Join a Study Group: Studying with others can help you stay motivated and learn from your peers. Consider joining a study group to get additional support and feedback.
Time Management: The ADM-201 exam is timed, so it’s important to manage your time effectively. Make sure you allocate enough time for each question, and don’t spend too much time on any one question.

By following these tips and tricks, you can improve your chances of passing the Salesforce ADM-201 exam and earning your certification. Good luck!

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1. 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?

Table

Stacked Bar

Donut

Gauge

2. The administrator at Cloud Kicks 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

Field Update

Chatter Post

Auto launched Flow

Email Alert

3. Ursa Major Solar provides a 1-year warranty on all of the panels it installs. Installation details, along with the warranty information, a captured on a custom object called Installation. The installation record is created by the installer from the mobile app. Customers son receive a longer warranty as a way of increasing customer satisfaction when an installation gets delayed or has issues.

How should the administrator configure Salesforce to capture the expiration date of the warranty?

Use a formula as the default value of the warranty Expiration Date field.

Create a formula field to display l year from the warranty purchased.

Add a validation rule to ensure the Expiration Date field is populated.

Include the warranty Expiration Date field on the mobile page layout.

4. 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?

Kanban views for Path must be configured manually.

The Owner field can be edited in the key fields Panel.

Celebrations are unable to be added to a path.

Path can include guidance and key fields for each stage.

5. 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?

Create a validation rule that displays an error if Account revenue is below 0 or greater than 100 billion.

Build a scheduled report displaying Account with Account revenue that is negative or greater than 100 billion.

Make the Account Revenue field required on the page layout.

Enable the Account Revenue limits in setup, with 0 as minimum and 100 billion as maximum

6. The administrator at Ursa Major Solar has been asked to change the work Item and Project Custom Object Relationship from a master detail to a Lookup.

Which Scenario Could prevent the administrator from fulfilling this requirement?

A junction object is required to support the lookup.

The lookup field in all the records contains a value.

The Look-Up field is required for Saving Records.

Roll-Up summary field sexist on the master object.

7. Ursa Major Solar has service level agreements (SLA) that are routed to support queues. Cases that meet the 24 hour SLA need to be automatically re-assigned to the next tier queue.

Which feature should be used to fulfill this requirement?

Einstein Case Routing

Auto-response rule

Case assignment rule

Case escalation rule

8. An administrator has assigned a permission set group with the two-factor authentication for User Interface Logins permissions and the two-factor authentication for API Logins permission to a group of users.

Which two prompts will happen when one of the users attempts to log in to Data Loader? Choose 2 answers

Users need to connect an authenticator app to their Salesforce account.

Users need to get a security token from a trusted network using Reset My Security Token.

Users need to download and install an authenticator app on their mobile device.

Users need to enter a verification code from email or SMS, whichever has higher priority.

9. The Client services and customer support teams share the same profile but have different permission sets. The Custom Object Retention related list needs to be restricted to the client services teamon the Lightning record page layout.

What should the administrator use to fulfil this request?

Sharing settings

Page Layout Assignment

Component Visibility

Record Type Assignment

10. A sales rep has a list of 300 accounts with contacts that they want to load at one time.

Which tool should the administrator utilize to import the records to salesforce?

Dataloader.io

Data Loader

Manual Import

Data Import Wizard

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11. The administrator for Cloud Kicks needs to give access to a new custom object with custom fields to more than one user.

Which two options should an administrator use to meet this requirement? Choose 2 answers

Add to manual sharing list

Assign permission set group to Users

Create a Permission Set

Edit organization-wide defaults

12. Cloud kicks wants to track shoe designs by products. Shoe designs should be unable to be deleted, and there can be multiple design for one product across various stages.

Which two steps should the administration configure to meet this requirement? Choose 2 answers

Create a Custom Object for shoe design.

Configure a Custom Lookup Field for shoe design on the product object.

Add a custom master detail field for shoe design on the Product Object.

Use the Standard Object for designs.

13. Aw Computing needs to capture a loss reason in rich text field when an opportunity is Closed lost.

How should an administrator configure this requirement?

Select the requirement checkbox next to the loss reason field on the page layout.

Create a validation rule to display an error if stage is Closed lost and Loss Reason is blank.

Check the required checkbox on the Loss Reason field in Object Manger.

Configure a workflow rule to display an error if Loss Reason is blank

14. An administrator at Universal Container needs an automated way to delete records based on field values.

What automated solution should the administrator use?

Workflow

Process Builder

Flow Builder

Automation Studio

15. 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?

Assignment Rules.

Business Hours.

Case Queues

Escalation Rules

16. 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?

Hierarchical sharing

Use Manual sharing

Criteria based sharing

Owner based sharing

17. At universal Containers, users would like to be able to share Salesforce records with other members of their team, while collaborating around general topics as well.

Which are two considerations for enabling this functionality? Choose 2 answers

Collaboration groups are created automatically for every department.

Object layouts should be configured to include the groups related list.

The Add Record action must be configured in the group publisher.

An administrator needs to create a group to enable record sharing

18. Executives at Cloud Kicks have reported that their dashboards are showing inaccurate data. The administrator has discovered been changing the source reports.

Which two actions should the administrator take to preserve the integrity of the source reports? Choose 2 answers

Create a new report folder with viewer access.

Move the dashboard to the user’s private folder.

Move the dashboard reports to the view-only folder.

Change the dashboard to be a dynamic dashboard

19. New Leads needs to be routed to the correct sales person based on the lead address.

How should the administrator configure this requirement?

Create formula field.

Use lead assignment rules.

Assign with an escalation rule.

Configure a validation rule

20. 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

Add a custom master-detail field for shoe designs on the Product object,

Create a custom object for shoe designs.

Use the standard object for designs.

Configure a custom lookup field for shoe designs on the Product object.

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21. 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?

Delete the lead and create a new contact and opportunity.

Clone the lead and convert the cloned record to a contact.

Convert the lead from the campaign member detail page.

Add a contact from a campaign member detail page.

22. Cloud Kicks wants to update a screen flow so that if the checkbox field High Value Customer is set to true, the first screen is skipped and the user is directed to the second screen.

How should the administrator configure the decision element?

Use the equals operator and {!$GlobalConstant.True} as the value.

Use the equals operator and “High Value Customer” as the value.

Use the contains operator and {!$GlobalConstant.False} as the value.

Use the contains operator and “High Value Customer” as the value

23. Cloud Kicks users are seeing error messages when they use one of their screen flows. The error messages are confusing but could be resolved if the users entered more information on the account before starting the flow.

How should the administrator address this issues?

Remove validation rules so that the users are able to process without complete records.

Create a permission set to allow users to bypass the error.

use a fault connector and display a screen with text explaining what went wrong and how to correct it.

Uncheck the end user Flow Errors box in setup.

24. When a Sales rep clicks a button on an opportunity, a simple discount calculator screen should be launched.

Which automation tool should an administrator use to build this discount calculator screen?

Flow Builder

Workflow Rule

Platform Event

Process Builder

25. The administrator for Cloud Kicks has created a screen flow to help service reps ask the same set of questions when customers call in with issues. This screen should be visible from cases.

How should the screen flow be distributed?

Page Layout

Component Filter

Lightning page

Home page

26. What will happen to the Chatter post in this situation?

The pending Chatter post will be canceled.

The pending Chatter post will be sent on the 10th of the month

The pending Chatter post will be will be paused.

The pending Chatter post will be sent in 30 days.

27. Northern Trail Outfitters is using one profile for all of its marketing users, providing read-only access to the Campaign object. A few marketing users now require comprehensive edit access on Campaigns.

How should an administrator fulfil this request?

Permission sets

Organization-wide defaults

Marketing user checkbox

Field-level security

28. Ursa Major Solar uses Opportunity to track sales of solar energy products. The company has two separate sales teams that focus on different energy markets. The Services team also wants to use Opportunity to track installation. All three teams will need to use different fields and stages.

How Should the administrator configure this requirement?

Create three sales processes. Create three record types and one page layout.

Create one sales process. Create three record types and three page layouts.

Create three sales processes. Create three record types and three page layouts.

Create one sales process. Create one record type and three page layouts.

29. AW Computing has six sales teams in a region. These teams always consists of the same account manager, engineer, and assistant.

What should the administrator configure to make it easier for teams to collaborate with the same customer?

Enable and configure standard opportunity teams with splits.

Enable account teams and show the users how to set up a default account team.

Create a queue for each team and assign account ownership to the queue.

Propose the users manually share all their accounts with their teammates.

30. The VP of Sales at Cloud Kicks is receiving an error message that prevents them form saving an Opportunity. The administrator attempted the same edit without receiving an error.

How can the administrator validate the error the user is receiving?

Edit the page layout.

View the setup audit trail.

Review the sharing model

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31. The administrator at Ursa Major Solar imported records into an object by mistake.

Which two tools should be used to undo this import? Choose 2 answers

Weekly Data Export

Mass Delete Records

Data Loader

Data Import Wizard

32. Northern Trail Outfitters has the Case Object set to private. The support manager raised a concern the reps have a boarder view of data than expected and can see all cases on their groups dashboards.

What could be Causing reps to have inappropriate access to data on dashboards?

Dashboard Filters

Dashboard Subscriptions

Dynamic Dashboards

Public Dashboards.

33. The Administrator at Universal Container wants to add branding to salesforce.

Which two considerations should the administrator keep in mind? Choose 2 Answers

Only one theme can be active at a time, and a theme applies to the entire org.

Themes apply to salesforce classic and to the salesforce mobile app.

Up to 150 custom themes can be created, modified, or cloned from the built-in themes.

Chatter external users see the built-in Lightning theme only.

34. An administrator at Cloud Kicks wants to deactivate a User who has left the company.

What are two reasons that would prevent a user from being deactivated? Choose 2 answers

The use is part of a territory hierarchy.

The User is in a Custom hierarchy field.

The User is assigned in workflow email alert.

The User is the highest role in the role hierarchy

35. Cloud kicks want to give credit to Opportunity team members based on the level of effort contributed by each person toward each deal.

What feature should the administrator use to meet this requirement?

Stages

Splits

Queues

List Views

36. The service manager at Ursa Major Solar wants to let customers know that they have received their cases via email and their websites. Medium-priority and high-priority cases should receive different email notifications than low-priority cases. The administrator has created three email templates for this purpose.

How should an administrator configure this requirement?

Include three assignment rules that fire when cases are created. Add a filter for case priority. Select the appropriate email template for each rule.

Add three auto-response rules. Configure one rule entry criteria for each rule and set a filter for case priority. Select the appropriate email template for each rule entry.

Configure one workflow rule that fires when cases are created. Add a filter for case priority. Select the appropriate email template for the rule.

Create one auto-response rule. Configure three rule entry criteria and set a filter for case priority. Select the appropriate email template for each rule entry.

37. 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?

Use Quick Actions to log communication.

Configure a Chatter Public Group.

Create a Chatter Private Group.

Add Activity History to document tasks.

38. Sales raps at Ursa Solar are having difficulty managing deals. The leadership team has asked the administrator to help sales reps prioritize and close more deals.

What should the administrator and close more deals?

Einstein Lead Scoring

Einstein Search Personalization

Einstein Activity Capture

Einstein Opportunity Scoring

39. The IT manager at universal Containers is doing an audit of the systems security.

Mow should the administrator provide a summary of the org's security health?

Change the Organization-Wide Default to private to restrict visibility.

Turn on Event Monitoring to track user events.

Download the last six months of user login data.

Run a Health Check to identify vulnerabilities.

40. Universal Containers has a private sharing model for Opportunities and uses Opportunity teams. Criteria-based sharing rules a sales rep at Universal Containers leaves the company and their user record is deactivated. The rep is later rehired in V administrator activates the old user record. The user is added to the same default Opportunity teams but h no longer able records the user worked on before leaving the company.

What is the likely cause?

The stage of the Opportunity records was changed to closed lost.

Permission sets were removed when the user was deactivated.

The record type of the Opportunity records was changed.

The records were manual shared with the user.

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41. The Marketing team at Cloud Kicks uses campaigns to generate product interest. They want custom picklist values for the campaign member Status field for each campaign they run, currently, they ask the administrator to add or delete values, but this is very time consuming.

Which two user permission should allow the Marketing team to customize the campaign member status picklist values themselves? Choose 2 answers

Create and Edit for Campaign Member

Marketing user feature license

Customize Application permission

Edit permission for campaigns

42. The administrator at AW Consulting has created a custom picklist field. Business users have requested that it be a text field. The administrator attempts to change the field type but, is unable to because it is referenced by other functionalities.

Which functionality is preventing the field type from being changed?

Formula fields

Record types

Visualforce

Javascript

43. Sales reps miss key fields when filling out on opportunity record through the process. Reps need to move forward Win unable to enter previous stage.

Which three options should the administrator use to address this need? Choose Three answers

Enable guided selling.

Use Validation Rules.

Configure Opportunity Path.

Use Flow to mark fields required.

Mark fields required on the page layout.

44. When users log in to Salesforce via the user interface, which two settings does the system check for authentication? Choose 2 answers

The user’s Two-Factor Authentication for API Logins permission

The role IP address restrictions

The user’s profile login hours restrictions

The user’s Two-Factor Authentication for User Interface Logins permission

45. Universal Containers is trying to improve the user experience when searching for the tight status on a case. The company currently has one support process that is used for all record types on cases. The

support process has 10 status values. Service reps say they never need more than five depending on what kind of case they are working on.

How should the administrator improve on the current implementation?

Reduce the number of case status values to five.

Create a Screen Flow that shows only the correct values for status and surface the flow in the utility bar of the console.

Review which status choices are needed for each record type and create support processes for each that is necessary.

Edit the status choices directly on the record type.

46. Ursa Solar Major is evaluating Salesforce for its service team and would like to know what objects were available out of the box.

Which three of the standard objects are available to an administrator considering a support use case? Choose 3 answers

Contract

Case

Ticket

Request

Account

47. 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?

Lightning app page.

Lightning page Tab.

Lightning record page.

Lightning page Component.

48. AW Computing would like to improve its Case Lightning record page by including:

• A filtered component to display a message in bold font when a case is saved as acritical record type.

• A quick way to update the account status from the case layout.

Which two components should an administrator use to satisfy these requests? Choose 2 Answers

Related List

Related Record

Record details

Rich text

49. The Human resources department at Northern Trail outfitters wants employees to provide feedback about the manager using a custom object in Salesforce. It is important that managers are unable to see the feedback records from their staff.

How should an administrator configure the custom object to meet this requirement?

Uncheck grant access using Hierarchies.

Define a criteria-based sharing rules.

Set the default external access to private.

Configure an owner-based sharing rules.

50. Users at Cloud Kicks want to be able to create a task that will repeat every two weeks.

What should an administrator do to meet the requirement?

Enable Creation of Recurring Tasks.

Flow to create recurring tasks.

Workflow rule to create recurring tasks.

Turn on Recurring Activities.

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51. Universal Container wants to prevent its service team from accessing deal records. While service users are unable to access deal list views, they are able to find the deal records via a search.

What options should the administrator adjust to fully restrict access?

Record setting and search index

Permissions and tab visibility

App permissions and search terms

Page layouts and field- level security

52. The VP of sales at Universal Containers wants to prevent members of the sales team from changing an opportunity to a date in the past.

What should an administrator configure to meet this requirement?

Assignment Rule

Validation Rule

Field-Level Security

Approval Process

53. Cloud Kicks has a custom object called Shipments. The Company wants to see all the shipment items from an Account page. When an Account is deleted, the shipments should remain.

What type of relationship should the administrator make between Shipments and Account?

Shipments should have a lookup to Account.

Accounts should have a lookup to Shipments.

Shipments should have a master-detail to Accounts.

Accounts should have a master-detail to Shipments.

54. Cloud Kicks wants to allow customers to create their own cases while visiting its public homepage.

What should the administrator recommend?

SMS Response

Web-to-Case

Email-to-Case

Omni-Channel

55. Sales reps at Cloud Kicks want to be notified when they have a high likelihood of winning an opportunity over $1,000,000.

Which feature meets this requirement?

Key Deals

Big Deal Alerts

Activity Timeline.

Performance chart.

56. Sales Users at Cloud Kicks are requesting that the data in the industry field on the Account object displays on the Opportunity page layout.

Which type of the field should an administrator create to accomplish this?

Custom Account Field

Standard Account Field.

Cross Object Formula Field

Master detail relationship Field

57. Cloud Kicks want to have consistency when communication with customers on cases. The company has requested messages to be sent in an email channel with categories to help search for the proper message.

Which Solution Should be administrator suggest to meet this requirement?

Prebuilt Quick Texts

Prebuilt Email Templates.

Prebuilt Flow Templates.

Prebuilt Auto-Responses.

58. 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?

Data Export Wizard.

Data Import Wizard.

Data Export Wizard.

Data Loader.

59. The sales manager at cloud Kicks approves time off for their employees. They asked the administrator to ensure these requests are seen and responded to by a backup manager while the sales manager is out on vacation.

What should administrator use to fulfill the requirement?

Delegated approver

Two step Approval process

Approval history related list

Delegated Administrator

60. An Administrator supporting global team of salesforce users has been asked to configure the company settings

Which two options should the administrator configure? Choose 2 Answers

Password Policy

Default Language

Currency Local

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61. A user at Universal Containers left the company. The administrator needs to create new user for their replacement, but they have assigned all available users licenses.

What should the administrator do to free up users licenses for the new users?

Deactivate the former employees user record.

Delete former employees user record.

Freeze former employees user record.

Change the formers users record to the new user.

62. Sales reps at Northern Trail Outfitters have asked for a way to change the Probability field value of their Opportunities.

What should an administrator suggest to meet this request?

Define a new Stage picklist value.

Create a custom field on Opportunity.

Configure Forecasting support.

Make the field editable on page layouts

63. Which item is available in a Lightning App where visibility is limited to the Salesforce Mobile App?

Today

Favorites

Utility Bar.

Home Page.

64. Sales and Customer Care at Ursa Major Solar need to see different fields on the Case related list from the Account record. Sales users want to see Case created date and status while Customer Care would like to see owner, status, and contact.

What should the administrator use to achieve this?

Related Lookup Filters

Compact Layout Editor

Page Layout editor

Search Layout Editor

65. Sales managers would like to know what could be implemented to surface important values based on the stage of the opportunity.

Which tool should an administrator use to meet the requirement?

Dynamic forms

Path key fields

Opportunity processes

Workflow rules

66. 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?

Create a custom Lightning App with the action.

Modify compact Case page layout to include the action.

Include the action in the Salesforce Mobile Navigation menu.

Add the Salesforce Mobile and Lightning Experience action to the page layout.

67. New leads need be routed to the correct Sales person based on the lead address.

Configure validation rule

Use lead assignment rule

Create a formula field

Assign with an escalation rule

68. Once an opportunity reaches the negotiation stage at cloud kicks, The Amount fields becomes required for sales users. Sales managers need to be able to move opportunities inti this stage without knowing the amount.

How should the administrator require this field during the negotiation stage for sales users but allow their managers to make changes?

Make the field required for all users.

Create to formula field to fill in the field for managers.

Assign the administrator profile to the managers.

Configure a validation rule to meet the criteria.

69. A team of support users at Cloud Kicks is helping inside sales reps make follow-up calls to prospects that filled out an interest from online. The team currently does not access to the lead object.

How should an administrator provide proper access?

Create a new profile

Configure permission sets.

Assign a new role.

Set Up Manual Sharing

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

There will be no data loss with use of a global value set.

Assignment and escalation rules may be affected.

Auto updates will be made to Visualforce references to prevent data loss.

Any list view based on the custom field is deleted.

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71. Cloud Kicks (CK) stores information about specific customers in Contacts and information about shoes and accessories in a custom Merchandise object.

What should the CK administrator use to represent that Contact can be interested in multiple pieces of Merchandies?

Hierarchy column

Lookup filter

Formula field

Junction object

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