Universal Containers wants to restrict access to its Salesforce org so that users can log in only during business hours. Where should the administrator configure this?
A. Company Information
B. Profile Settings
C. Role Settings
D. Permission Sets
B. Profile Settings
Setup > Profiles
Select the Profile you want to restrict
Select “Login Hours”
Set the allowed days and times > Save
The administrator at Ursa Major Solar needs to restrict users from deleting Opportunities.
Which feature should the administrator use?
A. Role Hierarchy
B. Permission Sets
C. Profiles
D. Sharing Rules
C. Profiles
Setup > Profiles
Select the Profile to restrict
Scroll to Object Settings > Opportunities
Disable Delete permission > Save
Users at Cloud Kicks are reporting different options when uploading a custom picklist on the Opportunity object based on the kind of opportunity. Where should an administrator update the option in the picklist?
A. Fields and relationships
B. Related lookup filters
C. Record Type
D. Picklist value sets
C. Record Type
Setup > Object Manager
Select Opportunity
Select Record Types
Click the Record Type you want,
A list of picklist fields will appear >
Update the Picklist values > Save
The VP of Sales at Universal Containers wants to prevent members of the sales team from changing an opportunity to a date in the past. What should an administrator configure to meet this requirement?
A. Assignment Rule
B. Validation Rule
C. Field-Level Security
D. Approval Process
B. Validation Rule
Setup > Object Manager
Select Opportunity
Select Validation Rules
Click New
Create a rule to prevent past dates > Save
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. Geolocation
B. Geofence
C. Custom address
D. External lookup
A. Geolocation
If Cloud Kicks ships a product, a Geolocation field can store exactly where that shipment is, like:
Latitude: 37.7749
Longitude: -122.4194
Setup > Object Manager
Select the Object (ex: Shipment)
Select Fields & Relationships
Click New
Select Geolocation Field Type
Enter the field label
Click Save
What are two considerations an administrator should keep in mind when working with Salesforce objects? (Choose 2 answers)
A. Custom and standard objects have standard fields.
B. Standard objects are included with Salesforce.
C. A new standard object can be created.
D. Only standard objects support master-detail relationships.
A. Custom and standard objects have standard fields
B. Standard objects are included with Salesforce
Standard objects (Account, Contact, Opportunity) come pre-built with Salesforce
Both standard and custom objects include standard fields like Created Date, Last Modified, Owner
Wrong answers:
C: Only custom objects can be created
D: Master-detail works on custom objects too
AW Computing (AWC) occasionally works with independent contractors, who the company stores as Contacts in Salesforce. Contractors often change agencies, and AWC wants to maintain the historical accuracy of the record. What should AWC use to track Contacts?
A. Use a partner community to track the Contacts.
B. Create a new Contact record for each agency.
C. Create a junction object to track many-to-many relationships.
D. Enable Contacts to multiple Accounts.
D. Enable Contacts to multiple Accounts
Contacts to Multiple Accounts allows a Contact to be associated with more than one Account.
This keeps historical relationships intact when contractors change agencies.
Why the others are wrong:
A: Partner Community is for external collaboration, not tracking relationships
B: Creating a new Contact loses historical info
C: Junction objects are for custom many-to-many relationships, not standard Contact-to-Account tracking
Universal Containers requires a different Lightning page to be displayed when Accounts are viewed in the Sales Console and in the Service Console. How should an administrator meet this requirement?
A. Update page layout assignments.
B. Define multiple record types.
C. Assign Lightning pages as app default.
D. Create different user profiles.
C. Assign Lightning pages as app default
Setup > App Builder
Open the Account Lightning Page
Click Activation
Under App Default, select the Sales App
Save
Repeat for Service App with a different Lightning Page
Universal Containers wants the Sales team to see a custom “Deal Size Category” field on the Opportunity record in Lightning.
Even though the organization uses Lightning, the field is not appearing on the record page for some Sales users.
What should the administrator check or update first to make sure the field appears?
A. Update the Lightning App Builder page
B. Update the Classic page layout assigned to the user’s profile
C. Create a new record type
D. Add the field to the global layout
B. Update the Classic page layout assigned to the user’s profile
Note: If the field isn’t on the Classic layout and available to that profile, it won’t appear in Lightning even if the Lightning record page is configured.
Setup > Object Manager > Opportunity
Page Layouts
Choose the layout assigned to the Sales user’s profile
Add “Deal Size Category” field to the layout > Save
The VP of Sales at Universal Containers wants to prevent members of the sales team from changing an opportunity to a date in the past. What should an administrator configure to meet this requirement?
A. Assignment Rule
B. Validation Rule
C. Field-Level Security
D. Approval Process
B. Validation Rule
Validation Rules prevent users from entering invalid data.
Standard fields like Close Date can be validated using a formula - If the formula evaluates to TRUE, Salesforce blocks the save.
Why the others are wrong:
A: Assignment Rules route records, don’t validate data
C: Field-Level Security hides or makes fields read-only, doesn’t enforce rules dynamically
D: Approval Process is for multi-step approvals, not preventing data entry
Create a Validation Rule:
Setup > Object Manager > Opportunity
Click Validation Rules > New
Enter Rule Name: “Prevent_Past_Close_Date”
Enter Formula: CloseDate < TODAY()
Enter Error Msg: “Close Date cannot be in the past”
Save > Activate
Northern Trail Outfitters wants to track ROI for contacts that are key stakeholders for opportunities. The VP of Sales requested that this information be accessible on the opportunity and available for reporting. Which two options should the administrator configure to meet these requirements? (Choose 2 answers).
(ROI = Return on Investment. It’s a number or percentage that shows how much benefit or profit you get from an investment, compared to how much you spent.)
A. Use Opportunity Contact Roles and add a custom field for ROI
B. Create a custom object to track ROI per Contact
C. Add a lookup from Opportunity to Contact for ROI
D. Enable Contacts to multiple Accounts
A. Use Opportunity Contact Roles and add a custom field for ROI
B. Create a custom object to track ROI per Contact
Explanation:
Option A: Opportunity Contact Roles → marks who matters on the opportunity. Add a custom ROI field → now you can report on it.
Option B: If you need more than one ROI per contact, a custom object works.
Why the others are wrong:
C: Lookup only tracks one contact, can’t handle multiple stakeholders
D: Multiple Accounts doesn’t track ROI
The marketing team wants a new picklist value added to the Campaign Member Status field for the upsell promotional campaign. Which two solutions should the administrator use to modify the picklist field values? (Choose 2 answers)
A. Add the Campaign Member Statuses related list to the Page Layout.
B. Edit the picklist values for the Campaign Status in Object Manager.
C. Mass modify the Campaign Member Statuses related list.
D. Modify the picklist value on the Campaign Member Statuses related list.
C. Mass modify the Campaign Member Statuses related list
D. Modify the picklist value on the Campaign Member Statuses related list
Campaign Member Statuses are specific to each campaign.
To add a new status:
Go to the Campaign record
Scroll to Campaign Member Statuses related list
Add new picklist value or mass update statuses
Northern Trail Outfitters wants to calculate how much revenue has been generated for each of its marketing campaigns. How should an administrator deliver this information?
A. Design a standard Campaign report and add the value Won Opportunities in Campaign field.
B. Perform periodic data job to update campaign records.
C. Create a roll-up summary field on Opportunity to Campaign.
D. Add a Total Value field on Campaign and use a workflow rule to update the value when an opportunity is won.
C. Create a roll-up summary field on Opportunity to Campaign
Roll-Up Summary Fields automatically sum, count, or average related child records. (Opportunities are child records of Campaigns, Accounts, etc)
Setup > Object Manager > Campaign
Fields & Relationships > New → Roll-Up Summary
Summarize Opportunities where Stage = Closed Won
Choose SUM of Amount → Save
Now the Campaign record shows total revenue automatically
Sales users at Universal Containers are reporting that it is taking a long time to edit opportunity records. Normally, the only field they are editing is the Stage field. Which two options should the administrator recommend to help simplify the process? (Choose 2 answers)
A. Add a path for stage to the opportunity record page.
B. Use a Kanban list view for Opportunity.
C. Configure an auto-launched flow for Opportunity editing.
D. Create a simplified Opportunity page layout.
A. Add a Path for Stage to the Opportunity record page
D. Create a simplified Opportunity page layout
Path for Stage: Highlights the Stage field at the top of the Opportunity page so Users can update Stage quickly without scrolling through all fields.
Option A – Add a Path:
Setup > Path Settings
Click New Path → Select Opportunity Stage
Configure highlights and guidance → Activate
Option D – Simplified Page Layout:
Setup > Object Manager
Select Opportunity → Page Layouts
Create a new simplified layout → Keep only key fields → Assign to Sales profile
Now sales reps can update Stage faster without scrolling through unnecessary fields.
Ursa Major Solar is evaluating Salesforce for its service team and would like to know what objects are available out of the box.
Which three of the standard objects are available to an administrator considering a support use case? (Choose 3 answers)
A. Contract
B. Case
C. Ticket
D. Request
E. Account
A. Contract
B. Case
E. Account
Explanation:
Ticket: Not a standard Salesforce object
Request: Not a standard Salesforce object
