SF-Admin Practice Test 3 — 10 Questions

Question 1

Universal Containers uses Salesforce Knowledge. Which TWO capabilities are available to help manage article visibility and quality?

Accepted Answer

Data Categories. Managing a high-quality knowledge base requires control over who sees which articles and an approval process for publication. Data Categories provide the structural hierarchy for visibility and filtering, while Workflow/Approvals ensure that articles are reviewed for accuracy before being exposed to customers. Together, these tools maintain the integrity of the knowledge base and ensure that sensitive or draft content remains hidden.

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Auto-Response Rules

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Assignment Rules

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Public Groups

Question 2

Refer to the exhibit. A user reports that their account is locked and they cannot log in. Based on the JSON configuration, what must the administrator do to restore access?

Accepted Answer

Manually unlock the user account in Setup.. The provided configuration indicates a 'LockoutEffectivePeriod' set to 'Forever'. This means the system will not automatically unlock the user after a set time, which is a common security setting for high-compliance environments. The administrator must manually unlock the user account via the User detail page. This is critical for maintaining administrative control over account security and ensuring that unauthorized access attempts remain effectively blocked.

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Wait for the lockout period to expire in 30 minutes.

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Reset the user's password via the login screen.

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Update the password history setting.

Question 3

Which feature helps a user find information faster in Salesforce?

Accepted Answer

Global Search. Global Search is the most powerful tool for quickly retrieving information across the entire Salesforce organization. By indexing all records, it allows users to locate specific items, accounts, or contacts without needing to navigate through individual apps or tabs. This drastically reduces the time spent searching, significantly boosting daily productivity by providing a single, reliable entry point for accessing the data required for ongoing projects and customer interactions.

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Sharing Rules

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Custom Fields

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Record Types

Question 4

An administrator needs to schedule a weekly backup of all Salesforce enterprise data, including attachments, documents, and standard object records. Which tool is officially recommended and supported by Salesforce for this recurring automated export requirement?

Accepted Answer

Standard Data Export Service scheduled within the data management setup menu.. Data Export Service provides a scheduled weekly or monthly backup service that automatically compiles all org data into downloadable CSV files and attachments. This native administrative feature ensures compliance with data retention policies without requiring complex third-party managed packages or custom script development.

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Data Loader scheduled command line interface executing a series of query export tasks.

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Mass Email scheduled reports containing full CSV data attachments delivered to the administrator inbox.

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Real-Time Event Monitoring log files exported nightly via REST API endpoints.

Question 5

Which section in the Object Manager should an administrator use to change the label of a custom field?

Accepted Answer

Fields & Relationships.. The 'Fields & Relationships' section in the Object Manager is the centralized location for managing all metadata related to an object's fields. Renaming a field label is a common administrative task that is performed here. This is important for keeping the user interface intuitive and ensuring that terminology remains consistent across the organization as business requirements evolve over time, thereby improving overall user adoption and system clarity.

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Page Layouts.

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Validation Rules.

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Search Layouts.

Question 6

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?

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.

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

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

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

Question 7

Universal Containers has a custom object 'Equipment__c' with a field 'Serial_Number__c' that must be unique across all records. The administrator needs to enforce this uniqueness. What should the administrator do?

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.

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

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Create a duplicate rule and matching rule for Equipment__c.

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

Question 8

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.

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Roll-up Summary field

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Number field populated by a Flow

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Text field updated by a Validation Rule

Question 9

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.

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Disable all Chatter notifications for users to prevent information overload.

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

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

Question 10

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.

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

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

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