SF-Admin Practice Test 2 — 25 Questions

Question 1

Universal Containers has a custom object 'Project__c' with a lookup relationship to Account. The administrator needs to create a report that shows all Accounts that have at least one related Project with a status of 'Active'. Which type of report should be used?

Choose an answer to begin — your selection is scored in the full session.

Accepted Answer

A report on Accounts with a cross filter on Projects where Status equals 'Active'.. Cross filters are specifically designed to filter parent records based on conditions on related child records. By creating a report on Accounts and applying a cross filter for Projects with Status 'Active', the report returns only Accounts that have at least one related Project meeting that condition. This is the standard Salesforce feature for this use case.

Answer

A joined report with two blocks: one on Accounts and one on Projects, with a filter on Project Status equals 'Active'.

Answer

A report on Projects with a filter on Status equals 'Active', grouped by Account.

Answer

A custom report type on Accounts with Projects, with a filter on Project Status equals 'Active'.

Question 2

Universal Containers has a custom object 'Project__c' with a lookup relationship to Account. The administrator needs to create a report that shows all Accounts that have at least one related Project with a status of 'Active'. Which type of report should be used?

Choose an answer to begin — your selection is scored in the full session.

Accepted Answer

Mark the Serial_Number__c field as unique in the field definition.. To enforce uniqueness for a custom field, the administrator should mark the field as unique in its definition. This creates a database constraint that prevents duplicate values. Validation rules cannot query other records, duplicate rules are not strict, and formula fields do not enforce uniqueness.

Answer

Use a formula field to concatenate Serial_Number__c with the record ID.

Answer

Create a duplicate rule and matching rule for Equipment__c.

Answer

Create a validation rule on Equipment__c that checks if the Serial_Number__c value already exists.

Question 3

An administrator needs to create a field on the Account object that calculates the number of days since the last contact with the client. The value must update automatically. Which field type is most appropriate?

Accepted Answer

Formula field. A Formula field is the ideal choice for this scenario because it performs real-time calculations based on existing record data without requiring manual input. By utilizing the TODAY() function, the field dynamically calculates the duration. This ensures the information remains accurate and relevant for sales teams tracking client engagement, which is vital for maintaining high-quality customer relationships and prioritizing follow-up activities effectively.

Answer

Roll-up Summary field

Answer

Number field populated by a Flow

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Text field updated by a Validation Rule

Question 4

A Salesforce administrator is setting up Chatter for a large sales organization. The company wants to ensure that users can collaborate on records, share files, and receive relevant updates without overwhelming them with notifications. Which two actions should the administrator take to achieve these goals? (Choose two.)

Accepted Answer

Set up Chatter groups for each sales team and enable file sharing within those groups.. Enabling feed tracking on key objects ensures users see relevant record updates in their Chatter feed, promoting collaboration. Creating Chatter groups with file sharing provides dedicated spaces for teams to share files and collaborate. Together, these actions meet the requirements without overwhelming users, as notifications can be managed separately. Other options either disable notifications entirely or do not directly enable collaboration and file sharing.

Answer

Disable all Chatter notifications for users to prevent information overload.

Answer

Configure default email notification settings to 'Daily Digest' for all users.

Answer

Enable 'Chatter Email Notifications' and set them to 'Never' for all users.

Question 5

Universal Containers has a business requirement that the 'Discount' field on Opportunity should only be editable by users with the 'Sales Manager' profile. All other users should be able to view the field but not edit it. How should the administrator configure this?

Accepted Answer

Set the field-level security for the Discount field to 'Read-Only' for all profiles except Sales Manager, which gets 'Editable'.. Field-level security is the correct tool to control field editability per profile. Setting the field to 'Read-Only' for all profiles except Sales Manager allows viewing but prevents editing for others, while Sales Manager can edit. This meets the requirement without affecting data visibility.

Answer

Set the field-level security for the Discount field to 'Hidden' for all profiles except Sales Manager, which gets 'Editable'.

Answer

Create a validation rule that prevents users without the Sales Manager profile from editing the Discount field.

Answer

Make the Discount field read-only on the Opportunity page layout for all profiles except Sales Manager.

Question 6

Universal Containers uses Email-to-Case so that messages sent to support@universalcontainers.com create cases. The support manager reports that when customers reply to an existing case email thread, duplicate cases are sometimes created instead of the reply being threaded onto the original case. The administrator verifies that Email-to-Case is configured and that the case thread identifier is present. Which action should the administrator take to resolve the duplicate case creation?

Accepted Answer

Verify that the reply is being sent to the exact routing address (Email Services Address) that Salesforce generated for the case, not a forwarded or altered address.. Email-to-Case links a reply to its original case by recognizing the routing address Salesforce embedded in the outbound message or the thread token in the subject line. When customers forward the email or a mail system rewrites the address, that token is lost and the reply arrives as a brand-new message, producing a duplicate case. Confirming the reply travels to the original routing address restores proper threading.

Answer

Enable the 'Insert Thread ID in Subject' option in Email-to-Case settings.

Answer

Ask customers to always include the case number in the body of their reply email.

Answer

Increase the Email-to-Case attachment size limit so replies with large signatures are accepted.

Question 7

Universal Containers wants customers who submit cases through a Web-to-Case form to select a product from a dropdown, but the list of products changes frequently and must stay in sync with the Product object. The administrator needs the form field to validate that the chosen product is a real, active product. Which approach should the administrator use?

Accepted Answer

Use Web-to-Case with a custom Visualforce page and controller that queries active Products and validates the selection before inserting the case.. Standard Web-to-Case generated forms cannot post lookup values or validate against the Product object. A custom Visualforce page with a controller can query active Products dynamically, render them in a dropdown, and validate the chosen value before creating the case. This delivers real-time synchronization and validation, which the picklist and sync-based alternatives cannot provide, making the Visualforce approach the correct solution.

Answer

Use a Web-to-Case dependent picklist and a scheduled flow that syncs picklist values from Product nightly.

Answer

Create a picklist field on Case with hard-coded product names and expose it on the Web-to-Case form.

Answer

Add a lookup field on Case to the Product object and include it on the Web-to-Case form.

Question 8

An administrator wants to automate a process that requires a user to confirm they want to proceed before the record is updated. Which tool should the administrator choose?

Accepted Answer

Screen Flow. Screen Flows are the only declarative automation tool that allows for user interaction through a UI. By placing a screen element, the administrator can prompt users for input or confirmation. This is essential when the automation logic depends on human judgment or manual verification, which cannot be achieved through record-triggered background automation. Screen flows provide the necessary interface to engage users in a guided, consistent business process.

Answer

Record-Triggered Flow

Answer

Scheduled Flow

Answer

Platform Event-Triggered Flow

Question 9

How does an Agentforce Agent maintain context during a multi-turn conversation?

Accepted Answer

By passing the conversation history as context to the LLM.. Agentforce leverages Large Language Models that maintain a 'conversation window' or 'state' by passing the history of the current session back to the model with every request. This allows the AI to remember what was previously said and provide relevant, consistent follow-up answers. Managing this state effectively is crucial for a natural, human-like interaction, allowing the agent to resolve complex queries that require multiple exchanges of information.

Answer

By storing all user history in a long-term database record.

Answer

By relying on browser cookies to save the user's session state.

Answer

By periodically refreshing the agent's training model.

Question 10

An administrator needs to track the total value of all 'Closed Won' Opportunities associated with an Account. Which configuration is required?

Accepted Answer

Create a master-detail relationship and a Roll-up Summary field.. A Roll-up Summary field is the native Salesforce feature used to aggregate data from child records to a parent record. By creating a roll-up summary on the Account object that filters for 'Closed Won' opportunities, the administrator can maintain an accurate, real-time total of business value. This simplifies reporting and provides sales managers with immediate visibility into account health without needing complex custom code or manual calculations.

Answer

Create a formula field on the Account object.

Answer

Use a Workflow Rule to update a field on the Account.

Answer

Create a custom lookup relationship and a flow.

Question 11

Which automation tool is best for enforcing this validation constraint?

Accepted Answer

Validation Rule. A validation rule is the most efficient and standard way to enforce data integrity when a record is being saved. By writing a formula that checks if the stage is 'Closed Won' and if the close date is greater than today, the system provides immediate feedback to the user, preventing incorrect data entry before the record is ever committed to the database, ensuring clean reporting and accurate forecasting.

Answer

Record-Triggered Flow

Answer

Workflow Rule

Answer

Approval Process

Question 12

Which feature in Lightning App Builder allows an administrator to show a component only when a specific record criteria is met?

Accepted Answer

Component Visibility Filters. Component Visibility filters are a powerful feature in the Lightning App Builder that allow administrators to dynamically show or hide components based on record field values. This increases user productivity by decluttering the interface and presenting only relevant information based on the state of the record, such as showing a specific alert only when an Opportunity stage is 'Closed Lost'.

Answer

Dynamic Forms

Answer

Record Type assignment

Answer

Profile-based Page Layouts

Question 13

A user is complaining that a dashboard component is not showing the expected data. The user has access to the report, but the dashboard shows a different total. What is the most likely cause?

Accepted Answer

The dashboard is set to 'View as a specific user' who has different access. Dashboards in Salesforce often run based on a stored 'Running User' context, which may have different data access levels than the individual user viewing the dashboard. If the 'Running User' has wider visibility, the dashboard might show data the viewer should not see, or if restricted, might show less. This discrepancy highlights the importance of understanding the 'Running User' vs. 'Viewer' security context for dashboards.

Answer

The dashboard component needs a refresh

Answer

The user does not have permission to view dashboards

Answer

The report filter is set to 'My Opportunities'

Question 14

A user is unable to see a custom field on a record page, even though it is visible on the Page Layout. What is the most likely reason?

Accepted Answer

Field-Level Security is hidden for the user's profile.. Field-Level Security (FLS) is the most common reason for a field to be hidden despite being on the layout. If the user's profile or assigned permission set has the visibility attribute unchecked for that field, the field will remain hidden. Troubleshooting this is a core competency for administrators, as it requires checking security settings rather than just UI configuration, ensuring data visibility complies with company privacy policies.

Answer

The field is not added to the Lightning Record Page.

Answer

The user has insufficient object permissions.

Answer

The field is a system-generated field.

Question 15

Universal Containers needs to prevent sales users from viewing sensitive financial fields on the Opportunity object while ensuring managers retain full access. What is the most efficient way to implement this?

Accepted Answer

Configure field-level security on the sensitive fields for the sales user profile.. Field-level security is the primary mechanism to control access at the field layer. By creating a custom permission set or updating existing profiles, an administrator can hide specific fields from the sales user profile without needing to create complex sharing rules or record types. This ensures data security, maintains compliance with internal governance, and keeps the user interface clean for non-financial staff while preserving visibility for those who require it for decision-making.

Answer

Create a new record type for the Opportunity object to hide fields.

Answer

Use a sharing rule to restrict access to records containing financial data.

Answer

Implement a validation rule to prevent sales users from reading the fields.

Question 16

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.

Answer

Sharing Rules

Answer

Page Layouts

Answer

Profiles

Question 17

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.

Answer

A defined Auto-Number field.

Answer

An assigned Tab visibility setting.

Answer

A set of custom fields.

Question 18

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.

Answer

Custom Lookup Field

Answer

Lead Source Field

Answer

Task Assignment

Question 19

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.

Answer

The Opportunity list view.

Answer

The Chatter feed.

Answer

The Reports tab.

Question 20

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.

Answer

Salesforce Mobile App navigation menu

Answer

Einstein Activity Capture

Answer

Chatter groups