SF-Admin Practice Exam 3 — 20 Questions

Question 1

A company wants to hide the 'Discount' field from all users except for the Sales Manager. Which security feature should the administrator use?

Accepted Answer

Field Level Security. Field Level Security (FLS) is the correct control to restrict access to a specific field. By setting the field as 'Read-Only' or 'Hidden' for profiles other than the Sales Manager, the administrator ensures that sensitive discount information remains protected. This is critical for maintaining margin integrity and ensuring that only authorized personnel can view or apply discounts to customer deals.

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Sharing Rules

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Page Layouts

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Profiles

Question 2

An administrator is creating a custom object called 'Project'. Which TWO of the following are required when defining this new object in the Object Manager?

Accepted Answer

A Label.. When creating a custom object in Salesforce, the platform mandates two specific components to ensure the object is identifiable and trackable within the system. The 'Label' provides the user-facing name, while the 'Plural Label' handles list views and tabs. Without these two identifiers, the metadata for the object cannot be generated, preventing the object from being accessible within the Lightning platform and the App Builder.

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A defined Auto-Number field.

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An assigned Tab visibility setting.

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A set of custom fields.

Question 3

Marketing 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?

Accepted Answer

Campaign Members. Using Campaign Members is the standard, built-in way to associate leads with marketing campaigns. By adding these leads to the campaign, marketers can track response status, conversion rates, and ROI. This is vital for evaluating the success of physical events, allowing teams to determine if the cost of the trade show was justified by the volume and quality of leads generated.

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Custom Lookup Field

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Lead Source Field

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Task Assignment

Question 4

A user wants to see a list of all their open tasks in a single view. Where should they go?

Accepted Answer

The Home page.. The 'Home' page is the centralized hub for Salesforce users. By default, it features the 'Today's Tasks' component, which provides an immediate, aggregated view of all tasks assigned to the user that are due soon or are currently overdue. This is the most efficient location for a user to manage their daily workload without having to navigate to individual record pages or complex report lists.

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The Opportunity list view.

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The Chatter feed.

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The Reports tab.

Question 5

A sales representative frequently works from their mobile device and wants to quickly create a task related to a contact they just met. They need this task to appear in their Salesforce Today view and be linked to the contact record. Which mobile feature should the administrator ensure is available to streamline this process?

Accepted Answer

Salesforce Mobile App quick actions. Quick actions on the contact record page in the Salesforce mobile app enable users to create tasks with pre-filled relationship fields, ensuring the task is linked to the contact. This action is available directly from the contact record, making it fast and efficient. The created task will appear in the user's Today view if it is due today or overdue. Other options do not provide this specific streamlined task creation capability.

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Salesforce Mobile App navigation menu

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Einstein Activity Capture

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Chatter groups

Question 6

A Salesforce administrator at Orion Health is building a Lightning record page for the Patient__c custom object. The page must show a component that displays a list of related Appointment__c records, but only when the Patient's 'Status' field is set to 'Active'. The administrator wants to avoid creating multiple pages for different patient statuses. Which feature should the administrator use to conditionally display the related list component?

Accepted Answer

Set component visibility rules on the related list component based on the Patient record's 'Status' field.. Component visibility rules in Lightning App Builder allow administrators to show or hide individual components based on the current record's field values, the user's device, or the user's permissions. By setting a rule on the related list component that checks the Patient's 'Status' field for 'Active', the component appears only for active patients. This meets the requirement without creating multiple pages or using assignment rules that cannot evaluate field values.

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Create a separate Lightning record page for active patients and assign it using a Lightning page assignment rule based on the 'Status' field.

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Configure the related list component's 'Set Component Visibility' to filter by the Appointment__c record's status.

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Use a formula field on Patient__c that references Appointment__c records and display it in a related list.

Question 7

A Salesforce administrator is configuring an Agentforce Agent to help sales reps find and update opportunities. The agent needs to use an action that updates the Opportunity Stage field. The administrator wants to ensure the agent only updates the stage when the user explicitly requests it. Which action type should the administrator use to achieve this with minimal development effort?

Accepted Answer

Flow action. Flow actions are the most efficient way to enable an agent to update a field because they are declarative and require no code. The administrator can build a Flow that updates the Opportunity Stage and expose it as an action in Agent Builder. This allows the agent to invoke the Flow when the user requests it, satisfying the requirement with minimal effort.

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Prompt Template action

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Apex action

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Einstein Trust Layer action

Question 8

Cloud 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?

Accepted Answer

Dashboard with a Donut Chart by Stage. A dashboard with a donut chart grouped by Stage is ideal because it visually aggregates Opportunity Amount per stage, providing an immediate understanding of pipeline distribution. This is a standard Salesforce feature available in Lightning Experience and requires no custom code.

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Opportunity List View Filtered by Stage

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Opportunity Stage History Report

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Forecasting with Collaborative Forecasts

Question 9

An administrator at Cloud Kicks has a Record-Triggered Flow on the Case object that runs after save and sends an email notification. During testing, the administrator notices that the flow sometimes sends duplicate emails when a Case is updated multiple times in quick succession. Which action should the administrator take to prevent duplicate email notifications?

Accepted Answer

Add a Decision element that checks if an email has already been sent for this Case using a custom field or a related record.. The most reliable way to prevent duplicate email notifications is to track whether an email has already been sent and check that status before sending again. A Decision element that evaluates a custom field or related record ensures the email is sent only once, even if the flow is triggered multiple times. This approach directly solves the duplicate email problem, whereas other options only limit when the flow runs without guaranteeing single execution.

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Use a formula in the entry condition to check that the PriorValue of the Status field is not equal to the current value.

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Configure the flow to run asynchronously to batch multiple updates.

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Add an entry condition to the Start element that checks if the Status field is changed to 'Escalated'.

Question 10

A Salesforce administrator is building an Agentforce Agent to assist customers with product recommendations. The agent must use a large language model to generate personalized suggestions based on customer purchase history. The administrator wants to ensure that sensitive customer data, such as credit card numbers, is not exposed to the external LLM. Which feature should the administrator configure?

Accepted Answer

Einstein Trust Layer. The Einstein Trust Layer is the correct feature to prevent sensitive data from being exposed to external LLMs. It allows administrators to define masking rules that replace sensitive information with placeholders before the data is sent. This ensures that the LLM never sees actual credit card numbers while still enabling the agent to generate personalized recommendations based on other data.

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Field-Level Security

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Named Credentials

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Shield Platform Encryption

Question 11

An administrator is preparing to activate a new Agentforce Service Agent that handles password reset requests for an internal help desk. Before go-live, the administrator wants to validate that the agent behaves correctly and safely. Which TWO testing practices should the administrator perform? (Choose two.)

Accepted Answer

Use the Agentforce testing center to run predefined test cases against the agent and review pass/fail results.. Pre-activation validation combines automated test cases in the Agentforce testing center with manual conversation in the Agent Builder preview. Together they verify topic routing, action execution, and response quality against realistic password reset utterances. Activating in production, disabling topics, or granting excessive permissions are not testing practices and introduce risk rather than confidence.

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Grant the agent's running user Modify All Data to ensure it can reset any user's password.

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Activate the agent in a production org and monitor real customer conversations for the first week.

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Disable all topics except the password reset topic to force the agent to always use the correct flow.

Question 12

A Salesforce administrator at Universal Containers is configuring Chatter for a large organization. The company wants to ensure that users can collaborate effectively while maintaining security and compliance. Which two actions should the administrator take to meet these goals? (Choose two.)

Accepted Answer

Set up Chatter group archiving to automatically archive inactive groups after a specified period.. To ensure effective and secure Chatter collaboration, administrators should implement group archiving to manage inactive groups and use moderation rules to monitor and flag inappropriate or sensitive posts. These actions help maintain a clean, compliant, and secure collaboration environment. Enabling feed tracking on sensitive fields, allowing unmoderated external access, and enabling unlisted groups without approval can introduce security risks and are not recommended.

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Configure Chatter to allow customers and partners to join public groups without moderation.

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Enable Chatter feed tracking on sensitive fields to automatically post changes to the record feed.

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Enable unlisted groups so that users can create private groups without administrator approval.

Question 13

A Salesforce administrator at Nimbus Freight is configuring a custom object called Shipment__c that will be used by multiple teams. The administrator needs to allow users to relate a Shipment to a single Account record, and also needs to control which users can see the 'Hazardous' checkbox field based on their profile. Which TWO actions should the administrator take to meet these requirements? (Choose two.)

Accepted Answer

Set field-level security for the 'Hazardous' field to Visible for the appropriate profiles.. To relate a Shipment to a single Account, a Lookup Relationship field is appropriate because it allows selecting one related record without imposing master-detail ownership and sharing constraints. To control which profiles can see the 'Hazardous' checkbox, the administrator must configure field-level security for that field on each profile. Page layouts and validation rules do not satisfy the visibility requirement because they do not govern field-level access.

Answer

Add the 'Hazardous' field to a new page layout and assign the layout only to the profiles that should see it.

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Create a validation rule that checks the 'Hazardous' field value and prevents saving when the user is not in the correct profile.

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Create a Master-Detail Relationship field on Shipment__c to the Account object.

Question 14

A 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?

Accepted Answer

The approver is not listed as an approver in the approval process step.. Approval requests are routed based on the approvers defined in the approval process steps. If the intended approver is not listed as an approver in the step, they will not receive the request. The sales rep's submission was successful, indicating the process is active, but the request went to someone else. Thus, the most likely reason is that the approver is not configured in the approval process.

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The sales rep did not check the 'Send Email to Approver' option when submitting.

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The approver does not have the 'Approve Quotes' permission.

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The quote approval process is not activated.

Question 15

Universal Containers uses Salesforce Knowledge to publish support articles. An administrator needs to configure the Knowledge settings so that support agents can view articles through the internal Service Console and external customers can view articles through a public site. Which configuration should the administrator set to enable this?

Accepted Answer

Enable Knowledge settings for internal and external channels in Setup.. The correct configuration is to enable Knowledge channels for both internal and external use in Knowledge Settings. This allows agents to see articles in the internal console and customers to see them on a public site. Other options address licensing, sharing, or record types, which do not directly control channel visibility.

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Set the Knowledge article record type to Public and assign it to the Customer Community profile.

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Enable Lightning Knowledge and assign the Knowledge User license to agents.

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Create a sharing rule to share Knowledge articles with the Customer Community Plus license.

Question 16

A 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?

Accepted Answer

Opportunity with Quota. Opportunity with Quota is the correct report type because it includes both opportunity and quota data, allowing the administrator to create a report that shows each rep's closed-won amount and their quota attainment percentage. The other report types either lack quota information or focus on different aspects like products or history.

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Opportunities with Products

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Opportunities with Opportunity History

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Opportunities

Question 17

A user in the sales team wants to share a large presentation file with colleagues and ensure that only specific people can view and edit it. The file is currently stored on their local drive. What is the most efficient way for the user to share this file within Salesforce while maintaining access control?

Accepted Answer

Upload the file to Salesforce Files and share it directly with the specific users, setting their access to 'Can Edit' or 'Can View'.. Salesforce Files provides a straightforward way to upload a file and share it with specific users, granting either view or edit access. This meets the need for access control and efficiency, as no additional structures like libraries are required. Attaching to Chatter or emailing does not enforce the same granular permissions and may expose the file to unintended recipients. Thus, direct sharing from Files is the optimal solution.

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Attach the file to a Chatter post and mention the specific users.

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Email the file as an attachment to the specific users.

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Upload the file to Salesforce Files and share it with the specific users via a library.

Question 18

An administrator at Universal Containers needs to ensure that when a user creates a new Case, the 'Priority' field defaults to 'Medium' but can be changed by the user. Where should the administrator configure this?

Accepted Answer

Edit the Priority field definition and set the default value to 'Medium'.. Default values for picklist fields are configured directly on the field definition. Setting the default to 'Medium' ensures new Case records start with that value, and users retain the ability to change it before saving. This is the standard, declarative approach and requires no automation.

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Create a before-save Flow that sets the Priority field to 'Medium' on new Cases.

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Create a validation rule that sets the Priority field to 'Medium' when a new Case is created.

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Set the default value on the Priority field in the Case page layout.

Question 19

A Salesforce administrator at Bluewave Media needs to create a new custom object to track 'Production Assets'. The administrator wants users to be able to access the object from the App Launcher and needs to ensure the object has a tab. After creating the custom object, what should the administrator do to make the object available in the App Launcher?

Accepted Answer

Create a custom tab for the object and add it to the desired Lightning apps.. For a custom object to appear in the App Launcher, it must have a custom tab, and that tab must be added to the navigation of the Lightning apps that users access. Creating the object and granting profile or permission set access alone does not make it visible in the App Launcher. The administrator should create a custom tab and include it in the appropriate apps.

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Enable the 'Available for App Launcher' checkbox on the custom object's detail page.

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Assign the custom object to the System Administrator profile and the object will appear automatically.

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Add the custom object to a permission set and assign it to users; the object will then appear in the App Launcher.

Question 20

A sales representative at DreamHouse Realty wants to quickly create a task from an email they received in Microsoft Outlook and have it automatically appear in Salesforce with the email attached. What should the administrator configure to enable this?

Accepted Answer

Salesforce Outlook integration. The Salesforce Outlook integration enables users to create tasks directly from Outlook emails and attach the email to the task in Salesforce. This provides a streamlined workflow for sales representatives. Einstein Activity Capture automatically syncs activities but does not allow manual task creation from an email, Email-to-Case is for case creation, and Salesforce Inbox lacks the specific task creation with attachment feature.

Answer

Email-to-Case

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Einstein Activity Capture

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Salesforce Inbox