
Salesforce Admin Practice Test Questions
Quiz by Hope Pate
Tag the questions with any skills you have. Your dashboard will track each student's mastery of each skill.
The managers at Ursa Major Solar asked the asked the administrator to quickly provide access to sales reports and dashboards. How can this be done?
What are two ways to customize basic reports using Lightning Experience?
Ursa Major Solar's administrator created a new account record type, but when marketing users are creating new account records, they are unable to choose the new record type. What are two causes for this issue?
Ursa Major Solar tracks both user issues and customer issues.
1. A user issue can be logged as: new, waiting for reply, closed
2. A customer issue can be logged as: new, working, closed
An administrator needs to track both case types. Which features should be used?
Universal Containers has three Account record types: Prospect, Customer, and Vendor. The Customer record type is only for Accounts that have a Closed Won Opportunity.
How should a System Administrator prevent users from selecting the Customer Record Type when they create new Account records?
Universal Containers uses a hybrid sharing model where Accounts and Contacts are Read Only and Opportunities and Cases are Private. Account Executives (AE) own all the Accounts. Some Contacts are owned by AEs, and other Contacts are owned by support reps.
How should the System Administrator ensure the AEs can edit all the Contacts associated with their Accounts, no matter who owns the Contact?
Ursa Major Solar wants all Sales Users to see a dashboard that displays Total Closed/Won Opportunity Amount by User on a monthly basis. The Opportunity sharing model is private.
What should the administrator do to fulfill this request?
Ursa Major is onboarding 15 new employees in three weeks. The administrator needs to create user records in Salesforce without activating them.
Which two methods allow the administrator to achieve this goal?
Choose 2 options.