SF-Admin Practice Test 5 — 25 Questions

Question 1

An administrator at Northern Trail Outfitters is building a Record-Triggered Flow on Account that must update related Contacts when the Account's BillingCountry changes. The administrator wants to ensure the flow runs efficiently and only when necessary. Which TWO considerations should the administrator apply? (Choose two.)

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

Accepted Answer

Add an entry condition that checks PRIORVALUE(BillingCountry) is different from the current BillingCountry.. The flow should fire only when BillingCountry changes, which is achieved by comparing PRIORVALUE() with the current value in the entry condition. To update related Contacts, the flow must retrieve them with Get Records and then update them with Update Records. Together, these two choices ensure the flow runs efficiently and only when necessary, while correctly performing the cross-object update.

Answer

Set the flow to run only when a record is created, not updated.

Answer

Use a before-save flow to update the Account's BillingCountry field directly without additional DML.

Answer

Configure the flow to run asynchronously to avoid governor limits.

Question 2

An administrator at a retail company is building an Agentforce Service Agent that must look up a customer's loyalty points balance from an external loyalty platform in real time. The external system exposes a REST API that requires a named credential for authentication. The administrator wants to make this data available to the agent as an action. Which approach should the administrator use?

Accepted Answer

Create an External Service registration from the REST API schema, then use the auto-generated invocable actions in the agent's topic.. External Services is the declarative way to consume a registered REST API as invocable actions. It generates the action definitions from the API schema and honors named credentials for authentication, so the agent can query the loyalty platform live. Building custom Apex or a Screen Flow adds code and UI overhead that the External Service registration avoids, and batch ingestion cannot satisfy a real-time balance check.

Answer

Configure a Data Cloud data stream to ingest loyalty points nightly, then reference the Data Cloud object in the agent's topic.

Answer

Build a Screen Flow that calls the REST API with an HTTP Callout action, then expose the flow as an Agentforce action.

Answer

Create a custom Apex class with an @InvocableMethod that performs the callout, and register it as an agent action.

Question 3

An administrator is configuring a custom object called 'Equipment' and needs to ensure that a text field labeled 'Serial Number' is unique across all Equipment records. Users occasionally enter the same serial number twice, causing data quality issues. Which setting should the administrator enable on the Serial Number field?

Accepted Answer

Unique. The Unique attribute is the specific field-level setting that prevents duplicate values across records. When enabled, Salesforce validates every insert and update against existing values and blocks any collision. Required only enforces that a value exists, External ID is intended for integration matching and does not by itself enforce uniqueness, and Encrypted addresses data protection. Only Unique directly solves the duplicate serial number requirement.

Answer

Encrypted

Answer

Required

Answer

External ID

Question 4

The administrator at AW Computing needs to deploy a change set from a sandbox to production. The change set includes a new custom object, its fields, and a Lightning page. After uploading the change set, the administrator notices that the Lightning page is not available in the target org. What is the most likely reason?

Accepted Answer

The Lightning page was not added to the change set.. Change sets are manually curated; components must be explicitly added. If the Lightning page was not added, it will not be deployed. The administrator should edit the change set and add the Lightning page component. This is a common oversight when creating change sets.

Answer

Lightning pages cannot be included in change sets.

Answer

The target org does not have Lightning Experience enabled.

Answer

The administrator lacks permission to deploy Lightning pages.

Question 5

An administrator at Northern Trail Outfitters is building a Record-Triggered Flow on Account that must update related Contacts when the Account's BillingCountry changes. The administrator wants to ensure the flow runs efficiently and only when necessary. Which TWO considerations should the administrator apply? (Choose two.)

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

Accepted Answer

Configure entry criteria with a condition that Priority equals 'High'.. To ensure the flow runs only when a Case is created and the Priority is 'High', the administrator must set the trigger to run on create only and configure entry criteria that check if Priority equals 'High'. Entry criteria are evaluated before the flow runs, making them the most efficient filter. A Decision element could also check Priority, but entry criteria are the standard configuration for this purpose.

Answer

Set the flow to run in system context without sharing.

Answer

Add a Get Records element to retrieve the Case's Priority.

Answer

Add a Decision element that checks if the Priority equals 'High'.

Question 6

Cloud Kicks has a custom object 'Shipment__c' with a master-detail relationship to 'Order__c'. The administrator needs to create a new field on 'Shipment__c' that automatically calculates the total weight of all related 'Package__c' records. Which two actions should the administrator take to achieve this? (Choose two.)

Accepted Answer

Ensure that 'Package__c' has a master-detail relationship to 'Shipment__c'.. To automatically calculate the total weight of related 'Package__c' records on 'Shipment__c', the administrator should create a roll-up summary field on 'Shipment__c'. This requires that 'Package__c' has a master-detail relationship to 'Shipment__c'. Roll-up summary fields are the standard declarative tool for aggregating child records, making these two actions the correct combination.

Answer

Create a trigger on 'Package__c' that updates the parent 'Shipment__c' record.

Answer

Create a formula field on 'Shipment__c' that uses a cross-object formula to reference 'Package__c'.

Answer

Use a Process Builder to update the total weight field whenever a 'Package__c' record is created or updated.

Question 7

A large financial services company is implementing an Agentforce Service Agent to handle customer inquiries about account balances and recent transactions. The administrator must ensure the agent can securely access customer data and provide accurate responses. Which two configurations are required to enable the agent to retrieve data from Salesforce objects? (Choose two.)

Accepted Answer

Add the objects as data sources in the agent's Topic configuration and define the relevant fields.. To enable an Agentforce agent to retrieve data from Salesforce objects, the administrator must ensure the agent's running user has read access via a permission set, and the objects and fields must be added as data sources in the agent's Topic configuration. These two steps work together: the permission set grants the underlying access, while the Topic configuration tells the agent what data it can use.

Answer

Configure a Named Credential for each Salesforce object the agent needs to access.

Answer

Enable the Einstein Trust Layer and set data masking rules for all fields.

Answer

Assign the agent's running user a profile with the 'Modify All Data' permission.

Question 8

A Salesforce administrator at Pinnacle Retail is configuring a custom object called 'Store__c'. The object has a record type called 'Flagship'. The administrator needs to ensure that when users with the 'Store Manager' profile view a Flagship store record, they see a specific page layout that includes a 'Lease Details' section, while other store records use a different layout. The administrator has already created both page layouts. What should the administrator do next to meet this requirement?

Accepted Answer

Assign the 'Flagship' page layout to the 'Store Manager' profile for the 'Flagship' record type in the Page Layout Assignment page.. Page layout assignments in Salesforce are made per profile and per record type. To ensure Store Managers see the Flagship layout for Flagship records, the administrator must assign that layout to the Store Manager profile for the Flagship record type. This is done on the Page Layout Assignment page. Permission sets and Lightning page assignment rules do not control classic page layout visibility, so they are not appropriate here.

Answer

Use a Lightning page assignment rule to assign a Lightning record page based on the 'Store Manager' profile and 'Flagship' record type.

Answer

Create a permission set that grants access to the 'Flagship' page layout and assign it to Store Managers.

Answer

Set the 'Flagship' page layout as the default for the Store__c object and rely on record type selection to apply it.

Question 9

Cloud Kicks is preparing for its annual sales kickoff. The sales operations manager wants a dedicated place where the sales team can collaborate on a shared calendar of customer visits, upload competitive battle cards, and view a dashboard of pipeline metrics. The team should be able to join or leave this space on their own without an administrator's help. Which Salesforce feature should the administrator configure to meet these requirements?

Accepted Answer

Create a Chatter group with the 'Public' access level and add the dashboard and files to the group.. A public Chatter group supports self-service membership, file sharing, posts, and dashboards, which directly addresses the collaboration, calendar, battle card, and pipeline metrics requirements. Unlisted groups require manual membership, list views lack collaborative features, and Experience Cloud sites are for external users and require administrator-managed access.

Answer

Create a Chatter group with the 'Unlisted' access level and manually add each sales team member.

Answer

Create a public list view on the Opportunity object and share it with the sales team.

Answer

Create a Salesforce Experience Cloud site with a private membership and assign the sales team to it.

Question 10

An administrator at Northern Trail Outfitters is building a Record-Triggered Flow on Account that must update related Contacts when the Account's BillingCountry changes. The administrator wants to ensure the flow runs efficiently and only when necessary. Which TWO considerations should the administrator apply? (Choose two.)

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

Accepted Answer

Set the Start element to run when a record is updated, and configure the entry condition to check if Stage is changed and equals Closed Won.. The correct configuration limits the flow to update events and uses the ISCHANGED operator on the Stage field along with an equality check for Closed Won. This ensures the flow runs only when an update causes Stage to transition to Closed Won, avoiding unnecessary executions on creation or on updates where Stage was already Closed Won. It precisely satisfies the stated automation requirement.

Answer

Set the Start element to run when a record is updated, and configure the entry condition to check if Stage equals Closed Won.

Answer

Set the Start element to run when a record is created or updated, and configure the entry condition to check if Stage is changed and equals Closed Won.

Answer

Set the Start element to run when a record is created or updated, and add a Decision element that checks if Stage equals Closed Won.

Question 11

Universal Containers uses a custom object 'Invoice__c' to track billing. The administrator needs to create a new picklist field on this object that allows users to select a payment status. However, the field must also be available as a filter in list views and reports. Which field type should the administrator choose?

Accepted Answer

Picklist. A Picklist field is designed to let users select one value from a predefined set and is fully compatible with list view and report filters. The other field types either do not enforce a predefined list (Text), are not filterable (Text Area), or are read-only (Formula). Therefore, Picklist is the only correct choice to meet both the selection and filtering requirements.

Answer

Formula

Answer

Text Area

Answer

Text

Question 12

A sales operations analyst at Universal Containers needs to see the total amount of all Opportunities related to each Account, displayed directly on the Account record page, without opening each Opportunity. Which feature should the administrator configure?

Accepted Answer

A roll-up summary field on Account that sums Opportunity Amount.. Roll-up summary fields are designed to aggregate child records on a parent record and display the result directly on the parent's page layout. Summing Opportunity Amount through a roll-up on Account gives the analyst a live total without running a report, which matches the requirement precisely.

Answer

A joined report that combines Account and Opportunity data.

Answer

A cross-object formula field on Account that references Opportunity Amount.

Answer

A custom summary formula on the Opportunity report.

Question 13

Universal Containers has a large number of leads that need to be imported. The administrator must ensure that duplicate leads are not created during the import process. Which feature should be used to prevent duplicates?

Accepted Answer

Enable duplicate rules and matching rules for Leads.. Salesforce's duplicate management feature, consisting of matching rules and duplicate rules, is designed to prevent duplicates during data import. Matching rules identify potential duplicates based on criteria like name or email, and duplicate rules determine the action. When enabled for Leads, imports through any tool will respect these rules, ensuring duplicates are blocked or flagged.

Answer

Create a validation rule on the Lead object that prevents saving records with duplicate email addresses.

Answer

Use the Data Import Wizard with the 'Prevent duplicates' option selected.

Answer

Use Data Loader with the 'Allow duplicates' option deselected.

Question 14

Northern Trail Outfitters wants its Agentforce Service Agent to summarize a long customer chat and store the summary on the related case for human agents. The administrator needs the summary to be generated by the model and then written to a field. Which approach should the administrator use to accomplish both steps reliably?

Accepted Answer

Use a Prompt Template to generate the summary text, then pass its output into an Agent Action that updates the case field.. Generating a summary and persisting it requires two capabilities: model-based text generation and a deterministic record update. A Prompt Template produces the summary, and an Agent Action can consume that output and write it to the case field. Calculated insights, Einstein Activity Capture, and static instructions cannot generate a dynamic summary and store it on the record.

Answer

Add the summary as a static instruction in the Topic so the agent repeats it at the end of every session.

Answer

Enable Einstein Activity Capture to automatically summarize the chat and update the case.

Answer

Configure a Data Cloud calculated insight to write the summary directly to the case field.

Question 15

An administrator at Northwind Traders is designing a Lightning record page for the Case object. Support agents should see a component that displays the case's related Knowledge articles only when the case priority is High. Which Lightning App Builder feature should the administrator use to conditionally display this component?

Accepted Answer

Set Component Visibility with a filter based on the Priority field. Set Component Visibility in Lightning App Builder allows administrators to apply filters that evaluate record fields, user attributes, or device type. By setting a filter on the Priority field to equal High, the component will only appear for cases that meet that criterion. This is the correct declarative approach to conditionally display a component based on record data.

Answer

Use a Dynamic Component with a formula expression in the page layout

Answer

Create a separate Lightning page for high-priority cases and assign it via a record type

Answer

Configure the component's properties to filter by user profile

Question 16

A sales manager at Universal Containers wants to see the total amount of all closed won opportunities for the current fiscal year, grouped by sales representative. The administrator needs to create a report that shows this information and allows the manager to easily identify the top performers. Which report format should the administrator use?

Accepted Answer

Summary report grouped by Opportunity Owner, with a filter on Stage = Closed Won and Close Date = This Fiscal Year.. A summary report grouped by Opportunity Owner with the appropriate filters provides a clear, grouped total of closed won amounts per sales representative. It automatically calculates subtotals, making it easy for the manager to identify top performers. This is the standard and most efficient solution for this type of analysis.

Answer

Matrix report with groupings on Opportunity Owner and Stage, with a filter on Close Date = This Fiscal Year.

Answer

Tabular report with a filter on Stage = Closed Won and Close Date = This Fiscal Year.

Answer

Joined report combining Opportunity and Opportunity History data, with a filter on Stage = Closed Won.

Question 17

DreamHouse 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?

Accepted Answer

Expected Revenue. Expected Revenue is the standard field that automatically calculates the forecasted amount by multiplying Amount by Probability. To allow the sales team to see this value, the administrator must ensure it is included on the Opportunity page layout. This field is essential for accurate forecasting and is distinct from Amount or Probability alone.

Answer

Probability (%)

Answer

Amount

Answer

Forecast Category

Question 18

A service team at Ursa Major Solar wants its Agentforce Service Agent to hand a conversation to a human representative whenever a customer expresses frustration, without the customer repeating any details. The administrator must configure this escalation so the human sees the full transcript and context. Which capability should the administrator configure?

Accepted Answer

Omni-Channel escalation with the agent as a routing source, passing the conversation to a queue.. Escalating a live agent conversation to a person requires a routing mechanism that carries session context, which is provided by Omni-Channel treating the agent session as a routable work item. Case rules, audit logging, and prompt wording all operate on records or model behavior rather than on the active messaging session, so none of them can deliver the transcript to a human without the customer repeating information.

Answer

A prompt template instruction telling the agent to apologize and continue assisting the customer.

Answer

A Case escalation rule that reassigns the case owner after the agent closes the conversation.

Answer

An Einstein Trust Layer audit trail that logs the frustrated sentiment for later review.

Question 19

Universal Containers wants to ensure that support agents can only view cases assigned to their specific team. However, they need managers to see all cases within their region. Which feature should the administrator use to achieve this requirement?

Accepted Answer

Role Hierarchy. To meet these requirements, the administrator must configure Organization-Wide Defaults to Private for the Case object and then implement Role Hierarchy or Sharing Rules. Role Hierarchy is the most efficient method here, as it automatically grants managers visibility into subordinates' records based on their organizational structure, ensuring that team-specific visibility is maintained while allowing management oversight of regional case data.

Answer

Case Assignment Rules

Answer

Permission Sets

Answer

Public Groups

Question 20

An administrator needs to track the history of changes made to a custom field on a custom object. Which feature should they enable to ensure this is logged?

Accepted Answer

Enable 'Track Field History' on the object and select the specific field.. Field History Tracking is the standard Salesforce feature used to monitor changes to specific fields. Enabling this allows users to see an audit trail in the 'History' related list, which captures the date, time, user, and old/new values. This is a vital component for organizational compliance, security auditing, and troubleshooting issues where data values might have been altered incorrectly by users or automated processes over time.

Answer

Add the 'Field Audit Trail' permission set to the user profile.

Answer

Configure an Apex trigger to log changes to a custom object.

Answer

Create a new Report Type on the custom object.