Candidates must configure Sales and Marketing objects, set up approval processes, manage Lead access, and troubleshoot Lightning Sync. The most important thing: know default sharing behavior and when to use approval processes versus other automation.
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Domain overview
This domain covers Salesforce Sales and Marketing tools: Leads, Opportunities, Products, Price Books, Campaigns, and Lightning Sync. Questions test field selection, approval processes, lead access defaults, and sync troubleshooting. Expect scenario-based items requiring configuration choices and default behavior knowledge.
Exam objectives
Choosing correct field types for Opportunity fields like Competitor.
Configuring approval processes for Opportunity stage transitions.
Determining default Lead access via sharing settings and role hierarchy.
Troubleshooting Lightning Sync issues between Outlook and Salesforce.
Assuming all users can access all Leads by default; default access is controlled by org-wide defaults and role hierarchy.
Using a validation rule instead of an approval process for high-value Opportunity approvals.
Overlooking sync direction or user sync settings when Lightning Sync changes do not appear.
Click any question to see the full explanation and answer options, or start a focused practice session above.
Universal Containers wants to ensure that sales representatives only see leads relevant to their specific region. Which feature should the administrator implement to restrict record access based on the Lead's 'Region' field?
2A sales manager needs to see the total number of open opportunities and the sum of their 'Amount' fields on the Account record. Which TWO features should the administrator use to achieve this?
3Which automation tool is best for enforcing this validation constraint?
4Who can access Lead X by default?
5The sales team wants to ensure that every time an Opportunity amount exceeds $50,000, the Sales Manager is notified via email. Which tool should the administrator configure?
6How should the administrator automate this status change?
7Marketing wants to track the number of new leads generated from a specific trade show. What is the most efficient way to link these leads to a campaign?
8What is the most likely cause if the user has access to the opportunity but still receives this error during a status update?
9A company wants to track the 'Competitor' for each opportunity. Which field type is most appropriate?
10Which THREE items can be converted upon Lead Conversion?
11A Sales Rep needs to create a quote for an Opportunity that includes multiple products. What must be configured first?
12Which feature allows an administrator to track changes to the 'Amount' field on an Opportunity over time?
13A company wants to hide the 'Discount' field from all users except for the Sales Manager. Which security feature should the administrator use?
14A sales manager wants to ensure that all opportunities over $50,000 are approved by the VP of Sales before moving to the Closed Won stage. What is the most efficient way to achieve this?
15A Sales Manager needs to ensure that team members are following the defined sales process for their region. Which TWO features should the administrator configure to guide users through the sales cycle?
16A company uses Lightning Sync to manage contacts. A sales rep updates a contact's phone number in Outlook, but the change is not appearing in Salesforce. What is the first thing the administrator should check?
17Cloud Kicks uses Leads to track prospects. The marketing team wants to ensure that when a Lead is converted, the specific information regarding the 'Campaign Source' is retained on the resulting Contact record. Which feature should the administrator configure to achieve this requirement?
18AW Computing runs quarterly promotions and tracks them with Salesforce Campaigns. The marketing team needs to credit each opportunity's revenue to the specific promotion that influenced it, and they must be able to report on the total influenced pipeline per campaign. Sales reps already create opportunities from the related lead. Which configuration should the administrator verify to meet this requirement?
19DreamHouse Realty uses Salesforce to manage property sales. The sales team wants to forecast revenue from Opportunities. They need to see the forecasted amount based on the Opportunity's probability and amount. Which field should the administrator ensure is populated on the Opportunity page layout?
20AW Computing uses Salesforce to manage its sales pipeline. The sales operations team wants to prevent users from creating an Opportunity with a Close Date in the past. Which feature should the administrator use to enforce this requirement?
21Cloud Kicks uses Salesforce to manage its sales activities. The sales manager wants to see a visual representation of the sales pipeline, showing the total value of Opportunities in each stage. Which feature should the administrator use?
22Universal Containers uses Salesforce to manage its sales process. The sales team needs to track the reason why an Opportunity was lost. Which field type should the administrator use to allow users to select from a predefined list of loss reasons?
23A sales manager at AW Computing wants to analyze the performance of sales reps by comparing the total value of closed-won opportunities to their quotas. The administrator needs to create a report that shows each rep's total closed-won amount and their quota attainment percentage. Which report type should the administrator use?
24A sales rep at Ursa Major Solar needs to send a quote to a customer for approval. The administrator has set up Quote approval processes. The sales rep submits the quote for approval, but the approver does not see the approval request in their Salesforce notifications. What is the most likely reason?
Candidates must configure Sales and Marketing objects, set up approval processes, manage Lead access, and troubleshoot Lightning Sync. The most important thing: know default sharing behavior and when to use approval processes versus other automation.
The Courseiva SF-Admin question bank contains 24 questions in the Sales and Marketing Applications domain. Click any question to see the full explanation and answer breakdown.
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