The Salesforce Administrator Exam is a certification exam that tests a person’s knowledge and skills in administering the Salesforce platform. It is designed for individuals who have experience as a Salesforce Administrator and want to demonstrate their knowledge and capabilities. The exam covers a wide range of topics, including user management, data management, security and access, and customizing the application. It is a multiple choice exam that consists of 60 questions and must be completed within 105 minutes. To become certified, a person must pass the exam with a score of 65% or higher.

This pretty sure might be your first certification exam in the Salesforce’s world. There are several reasons why it may be worth it to pass the Salesforce Administrator Exam:

  • Professional recognition: By becoming a certified Salesforce Administrator, you can demonstrate to potential employers and clients that you have the knowledge and skills needed to effectively administer the Salesforce platform. This can help you stand out in the job market and potentially increase your earning potential. 
  • Improved job performance: Studying for and passing the Salesforce Administrator Exam can help you improve your understanding of the platform and how to effectively use it. This can help you perform your job more efficiently and effectively, which can be beneficial for your career growth. 
  • Personal satisfaction: Earning a certification can be a personally rewarding experience, as it demonstrates your dedication to your career and commitment to continuing your professional development.

I’m really happy that you decided to take that very first step into advancing your career in the Salesforce ecosystem. Good luck! 🙂

ORGANIZATION SETUP

The Sales manager at Dream House Realty wants the sales users to have a quick way to view and edit the Opportunities in their pipeline expected to close in the next 90 days.

What should an administrator do to accomplish this request?

A. Create a custom report and schedule the sales users to receive it each day as a reminder to update their opportunities.

B. Enable Sales Console and show users how to open a tab for each opportunity in the pipeline that meets the requirements.

C. Create a list view on the Opportunity object and recommend users switch the view to Kanban to edit by drag and drop.

D. Make a new Sales dashboard and add a component that shows all opportunities that meet the criteria.
Answer: C

Which tool should an administrator use to identify and fix potential session vulnerabilities? 

A. Setup Audit Trail

B. Organization-Wide Defaults

C. Field History Tracking

D. Security Health Check

Answer: D

Universal Containers has a Contact Lightning record page with a component that shows Linkedin data. The sales team would like to only show this component to sales users when they are on their mobile phones.

Which two solutions should the administrator use to fulfill this requirement?

Choose 2 answers

A. Filter the component visibility with User> Profile > Name Sales User.

B. Filter the component visibility with View Mobile/Tablet.

C. Filter the component visibility with User> Role > Name = Sales User

D. Filter the component visibility with Form Factor = Phone.

Answer: A, D

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

Cloud Kicks wants its reports to show a Fiscal Year that starts on February 1 and has 12 months.

How Should the Administrator Address this requirement?

A. Set the Fiscal Year to Custom and the starting month as February.

B. Set the Fiscal Year to Custom and the duration to 4 quarters.

C. Set the Fiscal Year to Standard and the starting month as February.

D. Set the Fiscal Year to Standard and the duration to 12 months.

Answer: C

DATA MANAGEMENT

What should an administrator use as an identifier when importing and updating records from a separate financial system?

A. Rich Text field

B. Record ID

C. Auto-Number field

D. External ID
Answer: D

In Salesforce, an external field is a field that stores data that is retrieved from an external data source, rather than being stored within Salesforce itself. These fields can be used to display data from external systems within Salesforce, or to store data that is entered by users in Salesforce and then passed back to the external system. External fields are typically used to integrate Salesforce with other systems, such as enterprise resource planning (ERP) systems or customer relationship management (CRM) systems.

Mega Computing needs to capture a loss reason in a rich text field when an opportunity is closed lost.

How should an administrator configure this requirement?

A. Create a validation rule to display an error if stage is closed lost and Loss Reason is blank

B. Select the required checkbox next to the Loss Reason field on the page layout.

C. Check the required checkbox on the Loss Reason field in Object Manager.

D. Configure a workflow rule to display an error if Loss Reason is blank.

Answer: A

In Salesforce, validation rules are used to ensure that data entered into a field meets certain criteria before it is saved. Validation rules can be used to check for specific values, formats, or ranges of values, and can be set up to display an error message if the data entered does not meet the defined criteria.

SECURITY AND ACCESS

Before you tackle questions from this section I strongly recommend going through the excellent Trailhead module to better understand the Data Security model in Salesforce (https://trailhead.salesforce.com/content/learn/modules/data_security).

Universal Containers is noticing a decrease in deals with a cross-sell opportunity type and want to share all these opportunities with a team of subject matter experts in their organization. The company has different roles, the Organization-Wide Default setting for Opportunity is set to Private.

How should the administrator accomplish this?

A. Enable territory management, assign the subject matter experts to the same territory, and give them access to the records with manual sharing.

B. Add the subject matter experts to a public group and give them access to the records with a criteria-based sharing rule.

C. Create a new role for the subject matter experts and give them access to the records with an owner-based sharing rule.

D. Change the organization-wide default for Opportunity from Private to Public Read/Write to open up access for the subject matter experts.

Answer: B

Northern Trail Outfitters (NTO) has deployed My Domain. The Chief Marketing Officer wants to make sure that all of the Salesforce users log in using the branded login URL. There needs to be a grace period for the user’s bookmarks to be updated.

How should the administrator configure the policies in My Domain settings?

A. Set the redirect policy to Redirect with a warning to the same page within the domain.

B. Set the Redirect policy to Do Not redirect.

C. Set the login policy to prevent login from https://login.salesforce.com

D. Set the login policy to require login from https://nto.my.salesforce.com
Answer: B

In Salesforce, My Domain refers to a unique subdomain that is created for your organization within the Salesforce platform. It is used to access your organization’s data and resources within Salesforce, and can be customized to match your organization’s branding and identity.

USER SETUP

Northern Trail Outfitters wants to encourage employees to choose secure and appropriate passwords for the Salesforce accounts.

Which three password policies should an administrator configure?

Choose 3 answers

A. Number of days until expiration

B. Password complexity requirements

C. Require use of Password Manager App

D. Prohibited password values

E. Maximum invalid login attempts

Answer: A,B and E

The VP of sales at Cloud Kicks is receiving an error message that prevents them from saving an opportunity. The administrator attempted the same edit without receiving an error.

How can the administrator validate the error the user is receiving?

A. Log in as the user.

B. View the setup audit trail.

C. Review the sharing model.

D. Edit the page layout.

Answer: A

STANDARD AND CUSTOM OBJECTS

Cloud Kicks is working on a better way to track its product shipments utilizing Salesforce.

Which field type should an administrator use to capture coordinates?

A. External lookup

B. Geolocation

C. Geofence

D. Custom address.

Answer: B

In Salesforce, a geolocation field is a special type of field that stores geographical location data, such as latitude and longitude coordinates. These fields can be used to store the location of a person, place, or object, and can be used to display maps, perform location-based searches, and perform other location-based tasks within Salesforce. 

Geolocation fields can be used in a variety of different ways in Salesforce, depending on your specific needs and use cases. For example, you might use a geolocation field to store the location of a customer’s office or the location of an event, and then use this data to create maps or perform location-based searches.

SALES AND MARKETING APPLICATIONS


At Universal Containers, there is a custom field on the Lead named Product Category. Management wants this information to be part of the Opportunity upon lead conversion.

What action should the administrator take to satisfy the request?

A. Create a custom field on the Opportunity and map the two fields. 

B. Configure the product categories picklist field on the product. 

C. Create a workflow to update Opportunity fields based on the lead. 

D. Map the lead custom field to the product’s product category field.

Answer: A

In Salesforce, lead conversion is the process of converting a lead (a potential customer) into an account (a customer) in the Salesforce database. To convert a lead in Salesforce, you will need to have the “Convert Leads” permission, which is typically granted to users with the “Marketing User” or “Standard User” profile. 

To convert a lead, you can go to the lead’s detail page and click the “Convert” button, which will open the lead conversion page. On this page, you can select the account, contact, and opportunity records that you want to create as part of the conversion process, and specify any additional information that is required. 

Once the conversion process is complete, the lead record will be archived and a new account, contact, and opportunity (if applicable) will be created in its place. The lead conversion process is an important part of the sales and marketing process in Salesforce, and can help ensure that customer information is accurately tracked and managed within the platform.

The marketing team at Ursa Major Solar wants to send a personalized email whenever a lead submits a form on their website. They want to send different messages based on the Lead Industry

What should an administrator configure to meet this requirement?

A. Use a validation rule to trigger workflow to email the lead.

B. Create an assignment rule to email the lead.

C. Configure an auto-response rule to email the lead.

D. Add a public group and Process Builder to email the lead.

Answer: C

An auto-response rule in Salesforce is a type of workflow rule that is used to automatically send a predefined email message in response to certain triggers or conditions. Auto-response rules are typically used to send automated email responses to customers or leads in response to events such as the submission of a form or the creation of a new record.

Sales reps at Cloud Kicks want to be notified when they have a high likelihood of winning an opportunity over $1,000,000.

Which feature meets this requirement?

A. Key Deals

B. Big Deal Alerts

C. Activity Timeline.

D. Performance chart.

Answer: B

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

ACTIVITY MANAGEMENT AND COLLABORATION

The admi

Admistrator at Cloud Kicks has been told that users are unable to add repeating tasks.

Which two solutions should the administrator use to ensure users are able to do this?

Choose 2 answers

A. Add Create Recurring Series of Tasks field on page layouts

B. Disable Shared Activities

C. Turn on Task Notifications Service

D. Enable Creation of Recurring Tasks in Activity Settings

Answer: A, D

WORKFLOW/PROCESS AUTOMATION

Flows are the future of Salesforce and it is a very good idea to master them. Salesforce very much promotes the idea of clicks over code and therefore put much effort into making flows even more robust and advanced in terms of their capabilities.

If you have time I would recommend you to go through the whole Trailhead Trailmix devoted to Flows (https://trailhead.salesforce.com/users/teamtrailhead/trailmixes/get-started-with-flow).

An administrator at Cloud Kicks has a flow in production that is supposed to create new records. However, no new records are being created.

What could the issue be?

A.The flow url is deactivated.

B.The flow trigger is missing.

C.The flow is read only.

D.The flow is Inactive.

Answer: D

Cloud Kicks (CK) is partnering with a used shoe store and second-hand bicycle emporium. CK has an automated business process it wants to run once a week to count the number of open cases related to an account.

How should the administrator recommend automating this business process?

A. Create a workflow rule with an outbound message.

B. Set up a scheduled process in Process Builder.

C. Configure a scheduled flow in flow Builder.

D. Use a process to update the account when it is edited.

Answer: C

SERVICE AND SUPPORT APPLICATIONS

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

Answer: B

Salesforce Web-to-Case allows you to gather your customer support requests directly from your company’s website. You can post a public case submission page on your website with your styling and branding. It can improve the productivity of your support team. Web-to-Case provides a very quick and easy way to place a web form to accept cases. It works by generating a HTML code and you can position it on any page of your website.

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