ADM-201 Salesforce Practice Questions

Question #1 (Topic: demo questions)

A sales rep has left the company and an administrator has been asked to re-assign all their accounts
and opportunities to a new sales rep and keep the teams as is.
Which tool should an administrator use to accomplish this?

A.

Data Loader

B.

Mass Transfer Tool

C.

Data Import Wizard

D.

Dataloader.io

Correct Answer: B

Explanation:

The mass transfer tool allows you to transfer up to 250 records at a time from one user to another
user while keeping the existing team members intact. You can access this tool from Setup by entering
Mass Transfer Records in the Quick Find box.
Reference:
https://help.salesforce.com/s/articleView?id=sf.mass_transfer_overview.htm&type=5

Question #2 (Topic: demo questions)

The VP of sales at Dreamhouse Realty has requested a dashboard to visualize enterprise sales across the different teams. The key place of data is the total of all sales for the year and the progress to the enterprise sales goal. What dashboard component will effectively show this number and the proximity to the total goal as a single value?

The VP of sales at Dreamhouse Realty has requested a dashboard to visualize enterprise sales across
the different teams. The key place of data is the total of all sales for the year and the progress to the
enterprise sales goal.
What dashboard component will effectively show this number and the proximity to the total goal as
a single value?

A.

Table

B.

Stacked BarB. Stacked Bar

C.

Donut

D.

Gauge

Correct Answer: D

Explanation:

A gauge component shows a single value along with its percentage of a total value within predefined
ranges using colors (red-yellow-green). It is useful for showing key performance indicators (KPIs)
such as total sales amount and progress towards sales goal.
Reference:
https://help.salesforce.com/s/articleView?id=sf.dashboards_gauge_component_type.htm&type=5

Question #3 (Topic: demo questions)

The service manager at Ursa Major Solar wants to let customers know that they have
received their cases via email and their websites. Medium-priority and high-priority cases
should receive different email notifications than low-priority cases. The administrator has
created three email templates for this purpose. How should an administrator configure
this requirement?

A.

Include three assignment rules that fire when cases are created. Add a filter for case
priority.
Select the appropriate email template for each rule.

B.

dd three auto-response rules. Configure one rule entry criteria for each rule and set a case priority.
Select the appropriate email template for each rule entry.

C.

Configure one workflow rule that fires when cases are created. Add a filter for case priority. Select
the appropriate email template for the rule.

D.

Create one auto-response rule. Configure three rule entry criteria and set a filter for case priority.
Select the appropriate email template for each rule entry.

Correct Answer: D

Explanation:

Auto-response rules are used to automatically send email responses to lead or case submissions
based on the criteria you define. You can create one auto-response rule per object (lead or case) and
configure multiple rule entries with different criteria and actions within that rule. To meet the
requirement of sending different email notifications based on case priority, you need to create one
auto-response rule for cases and configure three rule entries with filters for low-priority, mediumpriority, and high-priority cases respectively. Then you need to select the appropriate email template
for each rule entry action.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_leadsautor.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.customize_casesautor.htm&type=5

Question #4 (Topic: demo questions)

Ursa Major Solar uses Opportunity to track sales of solar energy products. The company has two
separate sales teams that focus on different energy markets. The Services team also wants to use
Opportunity to track installation. All three teams will need to use different fields and stages.
How Should the administrator configure this requirement?

A.

Create three sales processes. Create three record types and one page layout.

B.

B. Create one sales process. Create three record types and three page layouts.

C.

Create three sales processes. Create three record types and three page layouts.

D.

Create one sales process. Create one record type and three page layouts.

Correct Answer: C

Explanation:

A sales process is a set of stages that an opportunity goes through as it moves from creation to close.
A record type is a way to offer different business processes, picklist values, and page layouts to
different users based on their profiles. A page layout controls the layout and organization of detail
and edit pages for a specific object and record type combination. To meet the requirement of having
different fields and stages for each team, you need to create three sales processes for each market
segment, three record types for each sales process, and three page layouts for each record type.
Reference: https://help.salesforce.com/s/articleView?id=sf.customize_salesprocess.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.customize_layout.htm&type=5

Question #5 (Topic: demo questions)

The administrator at Cloud Kicks has been asked to replace two old workflow rules that are doing
simple field updated when a lead is created to improve processing time.
What tool should the administrator use to replace the workflow rules?

A.

Quick Action Flow

B.

Before Save Flow

C.

Scheduled Flow

D.

Screen Flow

Next Question

Correct Answer: B

Explanation:

Before Save Flows are a type of record-triggered flow that run before a record is saved and can
update fields on that record without any additional actions or DML operations. They are faster and
more efficient than workflow rules or process builder for simple field updates when a record is
created or updated.

Salesforce ADM-201 - Administration Essentials for New Admins Certification Exam

A sales rep has left the company and an administrator has been asked to re-assign all their accounts
and opportunities to a new sales rep and keep the teams as is.
Which tool should an administrator use to accomplish this?

Data Loader

Mass Transfer Tool

Data Import Wizard

Dataloader.io

Correct Answer: B

Table

Stacked BarB. Stacked Bar

Donut

Gauge

Correct Answer: D

Include three assignment rules that fire when cases are created. Add a filter for case
priority.
Select the appropriate email template for each rule.

dd three auto-response rules. Configure one rule entry criteria for each rule and set a case priority.
Select the appropriate email template for each rule entry.

Configure one workflow rule that fires when cases are created. Add a filter for case priority. Select
the appropriate email template for the rule.

Create one auto-response rule. Configure three rule entry criteria and set a filter for case priority.
Select the appropriate email template for each rule entry.

Correct Answer: D

Create three sales processes. Create three record types and one page layout.

B. Create one sales process. Create three record types and three page layouts.

Create three sales processes. Create three record types and three page layouts.

Create one sales process. Create one record type and three page layouts.

Correct Answer: C

The administrator at Cloud Kicks has been asked to replace two old workflow rules that are doing
simple field updated when a lead is created to improve processing time.
What tool should the administrator use to replace the workflow rules?

Quick Action Flow

Before Save Flow

Scheduled Flow

Screen Flow

Correct Answer: B

Reference:

https://help.salesforce.com/s/articleView?id=sf.flow_concepts_before_save_update.htm&type=5

Salesforce ADM-201 - Administration Essentials for New Admins Certification Exam

A sales rep has left the company and an administrator has been asked to re-assign all their accountsand opportunities to a new sales rep and keep the teams as is.Which tool should an administrator use to accomplish this?

Data Loader

Mass Transfer Tool

Data Import Wizard

Dataloader.io

Correct Answer: B

Table

Stacked BarB. Stacked Bar

Donut

Gauge

Correct Answer: D

Include three assignment rules that fire when cases are created. Add a filter for casepriority.Select the appropriate email template for each rule.

dd three auto-response rules. Configure one rule entry criteria for each rule and set a case priority. Select the appropriate email template for each rule entry.

Configure one workflow rule that fires when cases are created. Add a filter for case priority. Selectthe appropriate email template for the rule.

Create one auto-response rule. Configure three rule entry criteria and set a filter for case priority.Select the appropriate email template for each rule entry.

Correct Answer: D

Create three sales processes. Create three record types and one page layout.

B. Create one sales process. Create three record types and three page layouts.

Create three sales processes. Create three record types and three page layouts.

Create one sales process. Create one record type and three page layouts.

Correct Answer: C

The administrator at Cloud Kicks has been asked to replace two old workflow rules that are doingsimple field updated when a lead is created to improve processing time.What tool should the administrator use to replace the workflow rules?

Quick Action Flow

Before Save Flow

Scheduled Flow

Screen Flow

Correct Answer: B

Reference:

https://help.salesforce.com/s/articleView?id=sf.flow_concepts_before_save_update.htm&type=5

A sales rep has left the company and an administrator has been asked to re-assign all their accounts
and opportunities to a new sales rep and keep the teams as is.
Which tool should an administrator use to accomplish this?

Include three assignment rules that fire when cases are created. Add a filter for case
priority.
Select the appropriate email template for each rule.

dd three auto-response rules. Configure one rule entry criteria for each rule and set a case priority.
Select the appropriate email template for each rule entry.

Configure one workflow rule that fires when cases are created. Add a filter for case priority. Select
the appropriate email template for the rule.

Create one auto-response rule. Configure three rule entry criteria and set a filter for case priority.
Select the appropriate email template for each rule entry.

The administrator at Cloud Kicks has been asked to replace two old workflow rules that are doing
simple field updated when a lead is created to improve processing time.
What tool should the administrator use to replace the workflow rules?