The administrator at Ursa Major Solar is asked to create a custom field to track customer loyalty status (Gold, Silver, Bronze). Which field type should the administrator use?
A. Text
B. Picklist
C. Checkbox
D. Number
B. Picklist
Setup > Object Manager > Account
Select Fields & Relationships
New > Picklist
Add values: Gold, Silver, Bronze → Save
The administrator at Cloud Kicks has been asked to ensure that users complete the Account Phone Number field before saving. Which feature should the administrator configure?
A. Workflow Rule
B. Field-Level Security
C. Validation Rule
D. Page Layout
C. Validation Rule
Setup > Object Manager > Account
Select Validation Rules
Click New
Rule Formula:
ISBLANK(Phone)
Add error message → Save & Activate
Formula field examples: https://help.salesforce.com/s/articleView?id=platform.customize_formulas.htm&type=5
Cloud Kicks wants to display the total number of open Opportunities on each Account record. Which feature should the administrator use?
A. Roll-Up Summary Field
B. Workflow Field Update
C. Formula Field
D. Custom Report Type
A. Roll-Up Summary Field
Setup > Object Manager > Account
Fields & Relationships > Click New
Choose Roll-Up Summary
Summarize: Opportunities
Type: COUNT
Filter: Stage ≠ Closed
Click Save
(Roll Up Summary Field counts child records)
Cloud Kicks wants users to only be able to choose Opportunity stage “Closed Won” if the Lead Source has been selected. How should the administrator accomplish this goal?
A. Make Lead Source a dependent picklist to the Opportunity stage field.
B. Configure a validation rule requiring Lead Source when the stage is set to Closed Won.
C. Change the Opportunity stage field to read only on the page layout.
D. Modify the Opportunity stage a dependent picklist to the Lead Source field.
B. Configure a validation rule requiring Lead Source when the stage is set to Closed Won.
Setup > Object Manager > Opportunity
Select Validation Rules
Click New
Enter Rule Formula:
AND(
ISPICKVAL(StageName, “Closed Won”),
ISBLANK(LeadSource)
)
Add Error Message > Save.
Sample Validation Rules: https://help.salesforce.com/s/articleViewid=platform.fields_useful_field_validation_formulas.htm&type=5
An administrator at Ursa Major Solar needs to send information to an external accounting system. What workflow action should the administrator use to accomplish this?
A. Assign Task
B. Outbound Message
C. Create Record
D. Custom Notification
B. Outbound Message
Explanation:
- Outbound Messages send data outside Salesforce using web services and designed for system-to-system communication.
- The other options only work inside Salesforce, not with an external system.
Send data out of Salesforce = Outbound Message
Cloud Kicks needs a way to notify managers when large deals are closed. Which feature should the administrator configure?
A. Big Deal Alerts
B. Email-to-Case
C. Approval Process
D. Validation Rule
A. Big Deal Alerts
Setup > Big Deal Alerts
Click New > Select Opportunity
Set Threshold Amount (ex: 100,000)
Choose Notify Users (ex: Sales Manager)
Click Save
The administrator at Northern Trail Outfitters needs to prevent users from editing the “Close Date” field on Opportunities once they are closed. What should the administrator use?
A. Validation Rule
B. Workflow Rule
C. Record Type
D. Permission Sets
A. Validation Rule
Setup > Object Manager > Opportunity
Select Validation Rules > Click New
Rule Name: Prevent_ClosedDate_Edit
Formula:
AND(
ISPICKVAL(StageName, “Closed Won”),
ISCHANGED(CloseDate)
)
Enter Error Message > Save.
Which two solutions could an administrator find on the AppExchange to enhance their organization? (Choose 2 answers)
A. Communities
B. Consultants
C. Components
D. Customers
B. Consultants
C. Components
AppExchange = Apps, Components, Consultants (not customers or standard features such as Communities)
Go to: appexchange.salesforce.com
Consultants → browse for certified partners
Components → find Lightning components or apps to install
Northern Trail Outfitters wants its reps to collaborate on records and discuss specific accounts within Salesforce. Which feature should the administrator enable?
A. Chatter
B. Notes
C. Case Teams
D. Campaign Influence
A. Chatter
Setup > Chatter Settings > Enable → Save
Go to an Account record
Use the Chatter feed to post updates or @mention teammates
Chatter = Social Media feed for Facebook
The administrator at DreamHouse Realty wants to give users the ability to update the “Status” field on Cases directly from the Case list view. Which feature should the administrator configure?
A. Inline Editing
B. Quick Actions
C. Global Actions
D. Mass Update
A. Inline Editing
Go to Opportunities → List View
Click the pencil icon next to a field in the list
Update the value directly
Press Enter → changes are saved
Exercise: Inline Editing is not available if the Object has multiple Record Types
