Free ADM 201 Practice Exam Questions

Question 1 Choose 3

What are three Setting an administrator should configure to make it easy for approvers to respond to approval requests?

A
Update the organizations chatter setting to allow approvals.
B
Enable the organizations Email approval response setting.
C
Specify initial submission actions within the approval process.
D
Add the Items to approve component to the approvers home page.
E
Create a flow to automatically approve all records.

Correct answer:

B.

Enable the organizations Email approval response setting.

C.

Specify initial submission actions within the approval process.

D.

Add the Items to approve component to the approvers home page.

Summary:
To make it easy for approvers to respond to approval requests, an administrator should focus on streamlining the notification and response channels. The key is to provide multiple, convenient ways for approvers to see and act on requests without unnecessary steps. This includes enabling email responses, ensuring notifications are sent, and giving quick access to pending requests directly from their homepage.

Correct Option:

B. Enable the organizations Email approval response setting.
This critical setting allows approvers to reply directly to an approval notification email with their decision (Approve/Reject). It is the easiest method as it requires no login to Salesforce, significantly reducing friction and response time.

C. Specify initial submission actions within the approval process.
Within an approval process, you must configure the initial submission actions to specify who the email is sent to. Without this step, no notification is sent to the approver, making it impossible for them to respond easily.

D. Add the Items to approve component to the approvers home page.
This component provides a centralized list of all pending approval requests directly on the approver's Salesforce homepage. It serves as an "inbox" for approvals, making them highly visible and accessible with a single click.

Incorrect Option:

A. Update the organizations chatter setting to allow approvals.
There is no specific Chatter setting to "allow approvals." Approval processes and Chatter feeds are independent. While you can configure Chatter to be part of the notification (e.g., a post is made), it is not a primary setting that eases the response process in the way email or the approval component does.

E. Create a flow to automatically approve all records.
This completely defeats the purpose of an approval process. An approval process is designed for human review and judgment. Automating all approvals would bypass the approvers, violating the requirement to make it easy for approvers to respond.

Reference:
Salesforce Help: "Configure Email Approvals" - https://help.salesforce.com/

Salesforce Help: "Add the Items to Approve List to Lightning Home" - https://help.salesforce.com/

Question 2 Choose 1

Universal Containers has three separate lines of business. Each line has specific fields that must be displayed to users. However, the fields needed by the sales team are different than the fields needed by the service team. How should the administrator configure this requirement?

A
Create two record types, each with 3 page layouts.
B
Create one record type with six Page Layouts.
C
Create three record types, each with 2 page layouts.
D
Create six record types, each with 1 page layout.

Correct answer:

C.

Create three record types, each with 2 page layouts.

Summary:
The requirement involves two distinct dimensions of data management: business process (the three lines of business) and user role (the Sales and Service teams). Record Types control which fields and picklist values are available for a given business process. Page Layouts control which of those available fields are visible and how they are arranged for a specific user profile or record type. The solution must account for both dimensions.

Correct Option:

C. Create three record types, each with 2 page layouts.
This configuration correctly addresses both requirements.

The three record types correspond to the three separate lines of business, ensuring each has its specific set of available fields and picklist values.

The two page layouts per record type (one for the Sales team and one for the Service team) control the user interface, ensuring each team sees only the fields relevant to their role from the available set defined by the record type.

Incorrect Option:

A. Create two record types, each with 3 page layouts.
This is incorrect because it only creates two business processes (record types), but the company has three separate lines of business. This would not provide the necessary field and picklist differentiation for all three.

B. Create one record type with six Page Layouts.
A single record type means all three lines of business would share the same set of available fields and picklists, which does not meet the requirement for line-of-business-specific fields.

D. Create six record types, each with 1 page layout.
This is overcomplicated and misaligned. It would create six different business processes, which does not match the three lines of business. It also fails to address the need for different layouts for Sales and Service teams, as each record type would only have a single layout.

Reference:
Salesforce Help: "Record Types and Page Layouts" - https://help.salesforce.com/

Question 3 Choose 2

An administrator supporting a global team of salesforce users has been asked to configure company settings. Choose 2 options

A
Currency Locale
B
Default Language
C
Password Policy
D
Login Hours

Question 4 Choose 1

The administrator for AW Computing is working with a user who is having trouble togging in to Salesforce. What should the administrator do to identify why the user Is unable to log in?

A
Review the login history for the user.
B
Check the attempted logins by running the setup audit trail.
C
Pull the password history to ensure the password policy was followed.
D
Reset the security token for the profile.

Correct answer:

A.

Review the login history for the user.

Summary:
When a user cannot log in, the most direct and effective first step is to check the Login History. This report provides a real-time log of all login attempts, including their timestamp, source IP, and—most importantly—the specific reason for any failure (e.g., "Invalid Password," "Wrong IP," "Login Hours Restriction"). This gives the administrator immediate, actionable data to diagnose the root cause.

Correct Option:

A. Review the login history for the user.
The Login History report is the primary diagnostic tool for login issues. It shows every attempt the user has made and will explicitly state the failure reason, such as an incorrect password, login outside of permitted hours, or an attempt from a blocked IP address. This allows the administrator to provide a targeted solution.

Incorrect Option:

B. Check the attempted logins by running the setup audit trail.
The Setup Audit Trail tracks configuration changes made by administrators in Setup. It does not record end-user login attempts or failures, so it would provide no information about why this specific user cannot log in.

C. Pull the password history to ensure the password policy was followed.
While password issues are a common cause, an administrator cannot see a user's current or previous passwords for security reasons. The Login History will simply state "Invalid Password" if that is the issue, making a direct password history check both impossible and unnecessary.

D. Reset the security token for the profile.
Security tokens are assigned to individual users, not profiles. Resetting it should not be the first step. Furthermore, a security token is only required for API logins (e.g., from Data Loader), not for standard UI logins. This action would not help diagnose a standard web browser login problem.

Reference:
Salesforce Help: "Monitor Login Activity" - https://help.salesforce.com/

Question 5 Choose 1

Northern Trail Outfitters has a new flow that automatically sets the field values when a new account is created. That the flow is launched by a process, But the flow is not workingproperly. What should administrator do to identify the problem?

A
Use the native debug feature in the flow builder.
B
Review debug logs with the login level.
C
View the setup audit Trail and review for errors.
D
Setup Email logs and review the send error log.

Question 6 Choose 1

Universal Containers introduced a new product and wants to track all associated cases that get logged. They are looking for an automated solution that would give the product's two lead engineers read/write access to all new cases that reference the new product. What should an administrator do to satisfy this requirement?

A
Create a queue and a criteria-based sharing rule.
B
Create a predefined case team and an assignment rule.
C
Create a user-based sharing rule and an ad-hoc case team.
D
Create an auto-response rule and a public group.

Correct answer:

A.

Create a queue and a criteria-based sharing rule.

Summary:
The requirement is to automatically grant two specific users read/write access to a dynamic set of cases (all new cases for a specific product). A Queue acts as a logical grouping of records that multiple users can access. A criteria-based sharing rule can automatically assign records matching certain criteria (like a specific product) to that queue, granting all its members the required access without manual intervention.

Correct Option:

A. Create a queue and a criteria-based sharing rule.
First, create a Queue and add the two lead engineers as members. This grants them collective read/write access to any case in the queue.

Then, create a criteria-based sharing rule for the Case object. The rule would use a criterion like Product Equals 'New Product Name' and share those records with the newly created queue. This automatically assigns all matching new cases to the queue, fulfilling the requirement.

Incorrect Option:

B. Create a predefined case team and an assignment rule.
A predefined case team could grant access, but an assignment rule is used to route a case to a user or queue for ownership, not primarily for sharing access. This is a less direct method and doesn't utilize the standard sharing tool designed for this exact purpose.

C. Create a user-based sharing rule and an ad-hoc case team.
User-based sharing rules are for sharing specific records owned by a particular user to others. Since the cases will be owned by various users, this rule type is ineffective. Ad-hoc case teams require manual addition for each case, which is not automated.

D. Create an auto-response rule and a public group.
An auto-response rule sends an email to the customer and does not manage internal record access. A public group is a collection of users, but by itself, it does not grant record access; it must be used within a sharing rule, which Option A correctly implements.

Reference:
Salesforce Help: "Control Access to Records Using Queues" - https://help.salesforce.com/

Salesforce Help: "Create Criteria-Based Sharing Rules" - https://help.salesforce.com/

Question 7 Choose 1

Dreamhouse Realty agents are double-booking open house event nights. The evet manager wants to event submission process to help agents fill in event details and request dates. How should an administrator accomplish the request?

A
Create a workflow role to update the Event Date Field.
B
Create an approval process on the Campaign object.
C
Create a sharing rule so that other agents can view events.
D
Create a campaign for agents to request event dates.

Correct answer:

B.

Create an approval process on the Campaign object.

Summary:
The core problem is a lack of a structured process for submitting and coordinating event dates, leading to double-booking. The requirement is for a process where agents can formally request dates. An approval process on the object used to track these events (like the standard Event object or a custom object) would enforce a review step, allowing a manager to approve or reject date requests based on availability, thus preventing conflicts.

Correct Option:

B. Create an approval process on the Campaign object.
Assuming "open house events" are tracked as Campaigns (a common Salesforce practice for marketing events), an approval process can be built on the Campaign object. This would require agents to submit their event details and desired date, which would then be routed to the event manager for approval. This creates a formal gatekeeping mechanism to prevent double-booking before an event is officially scheduled.

Incorrect Option:

A. Create a workflow rule to update the Event Date Field.
A workflow rule is an automation that performs actions like field updates or emails after a record is saved. It cannot introduce a human approval step or prevent a record from being saved with a conflicting date. It does not create a submission and request process.

C. Create a sharing rule so that other agents can view events.
While better visibility might help agents see conflicts, it is a passive solution that relies on agents manually checking for existing events before creating their own. It does not actively prevent double-booking or create a formal request-and-approval workflow.

D. Create a campaign for agents to request event dates.
Simply creating a single campaign does not solve the problem. This would just be another record that could be double-booked. The solution requires a process (like approval) to manage the creation of these campaign records, not just the creation of a single campaign.

Reference:
Salesforce Help: "Create an Approval Process" - https://help.salesforce.com/

Question 8 Choose 1

Aw Computing needs to capture a loss reason in rich text field when an opportunity is Closed lost. How should an administrator configure this requirement?

A
Select the requirement checkbox next to the loss reason field on the page layout.
B
Create a validation rule to display an error ifstage is Closed lost and Loss Reason is blank.
C
Check the required checkbox on the Loss Reason field in Object Manger.
D
Configure a workflow rule to display an error if Loss Reason is blank

Correct answer:

B.

Create a validation rule to display an error ifstage is Closed lost and Loss Reason is blank.

Summary:
The requirement is to conditionally require a field (Loss Reason) only when the Opportunity is set to the "Closed Lost" stage. A standard required field is mandatory at all times, which is not the desired behavior. A validation rule can enforce this conditional logic by checking the stage and the field's value, displaying an error message only when the specific condition (Stage = Closed Lost AND Loss Reason is blank) is met.

Correct Option:

B. Create a validation rule to display an error if stage is Closed lost and Loss Reason is blank.
A validation rule allows you to define a custom error condition using a formula. The formula would check if the Stage field is "Closed Lost" AND the ISBLANK function returns true for the Loss Reason field. If both conditions are true, the rule prevents the record from being saved and displays a custom error message, perfectly enforcing the business requirement.

Incorrect Option:

A. Select the requirement checkbox next to the loss reason field on the page layout.
This "Required" checkbox on the page layout makes the field mandatory every time the record is saved from that layout, regardless of the stage. This is too broad and would prevent users from saving the record at any other stage unless the Loss Reason was filled in.

C. Check the required checkbox on the Loss Reason field in Object Manager.
This makes the field universally required at the object level for every record, under all circumstances. This is the most restrictive option and does not allow the field to be empty for Open or Closed Won opportunities.

D. Configure a workflow rule to display an error if Loss Reason is blank.
Workflow Rules are a legacy automation tool that cannot display field-level errors to prevent a record save. They can only perform actions after a record is saved, such as sending an email or updating a field. They cannot block the save operation like a validation rule can.

Reference:
Salesforce Help: "Validation Rules" - https://help.salesforce.com/

Question 9 Choose 1

Cloud Kicks wants to allow customers to create their own cases while visiting its public homepage. What should the administrator recommend?

A
SMS Response
B
Web-to-Case
C
Email-to-Case
D
Omni-Channel

Question 10 Choose 1

At cloud kicks sales reps usediscounts on the opportunity record to help win sales on products. When an opportunity is won, they then have to manually apply the discount up the related opportunity products. The sales manager has asked if three is a way to automate this timeconsuming task. What should the administrator use to deliver this requirement?

A
Flow Builder
B
Approval Process
C
Prebuild Macro
D
Formula field

Free ADM 201 Practice Test Questions

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