Certified Advanced Administrator Salesforce Practice Test Questions and Exam Dumps


Question No 1:

An administrator has been asked to create a replica of the production organization. The requirement states that existing fields, page layouts, record types, objects, and data contained in the fields and objects need to be available in the replica organization. 

How can the administrator meet this requirement?

A. Create a developer sandbox
B. Create a configuration-only sandbox
C. Create a metadata sandbox
D. Create a full sandbox

Answer: D

Explanation:

In this scenario, the administrator is tasked with creating a replica of the production organization, which means that all configurations, data, and customizations from the production environment should be replicated in the new environment. Let's analyze the options:

  • Option A: Create a developer sandbox
    A developer sandbox is typically used for individual development and testing. It doesn't replicate the full production environment, including data. It’s used for writing and testing code, but it doesn’t contain a full copy of production configurations, fields, records, or data. Therefore, A is not the correct choice.

  • Option B: Create a configuration-only sandbox
    A configuration-only sandbox is designed to copy over the configuration and customizations of a production environment, but it does not include any actual data. This is useful for testing changes to page layouts, fields, and record types without affecting live data. However, it doesn’t meet the requirement to have both fields, objects, and data available in the replica. Therefore, B is not the best answer.

  • Option C: Create a metadata sandbox
    A metadata sandbox would allow for copying the metadata (such as fields, page layouts, and objects), but it doesn't include data. While this option provides a replication of the configuration part of the organization, it does not fulfill the requirement of having the data present in the replica organization. Hence, C is not the correct choice.

  • Option D: Create a full sandbox
    A full sandbox is specifically designed to create an exact replica of the production organization, including both configuration and data. It replicates all elements, including fields, page layouts, record types, objects, and actual data stored in the organization. This is the ideal solution for meeting the requirement of having both configurations and data available in the replica organization. Therefore, D is the correct answer.

In conclusion, a full sandbox (Option D) is the most appropriate solution for creating a complete replica of the production organization, including all fields, page layouts, record types, objects, and data.

Question No 2:

Which two deployment tools can be used to deploy metadata from a Developer Edition organization to another organization? (Choose two.)

A. Data Loader
B. Salesforce Extensions for Visual Studio Code
C. Change sets
D. Ant Migration Tool

Correct answer:  B, D

Explanation:

Deploying metadata between Salesforce organizations is a key process in development and deployment cycles. Salesforce provides several tools to help with this, each suited for different use cases. Let’s go through the options to understand which are best suited for deploying metadata between a Developer Edition organization and another organization.

Option A: Data Loader

The Data Loader is a tool primarily used for bulk data operations, such as inserting, updating, deleting, or exporting Salesforce records (e.g., Accounts, Contacts). It is not used for deploying metadata (like Apex classes, objects, page layouts, or other configuration elements) between Salesforce environments. Data Loader deals with data rather than metadata, so it is not suitable for this particular use case.

Option B: Salesforce Extensions for Visual Studio Code

The Salesforce Extensions for Visual Studio Code is a powerful suite of tools for working with Salesforce projects directly in Visual Studio Code (VS Code). It allows developers to interact with Salesforce metadata, including the ability to retrieve, deploy, and work with Salesforce code and configurations. The Salesforce CLI (Command-Line Interface), part of the Salesforce Extensions, enables developers to pull metadata from one organization and deploy it to another, making this tool a great choice for handling deployments between environments.

Option C: Change sets

Change sets are a feature provided by Salesforce to deploy metadata between related Salesforce organizations, typically from a sandbox to a production environment. However, Change sets are not designed to deploy metadata between completely separate organizations (like from a Developer Edition organization to another org). They are best used in scenarios where the source and target organizations are connected as part of a development pipeline, which may not always be the case with Developer Edition to another organization.

Option D: Ant Migration Tool

The Ant Migration Tool is an open-source, Java-based command-line tool provided by Salesforce for deploying metadata to and from Salesforce organizations. It is highly effective for working with metadata and can be used to deploy to different Salesforce environments, including from a Developer Edition organization to another Salesforce org. The tool utilizes XML files to define the metadata components to be retrieved or deployed, making it a flexible and powerful option for metadata deployments.

The correct tools for deploying metadata from a Developer Edition organization to another organization are Salesforce Extensions for Visual Studio Code (B) and the Ant Migration Tool (D). These tools are specifically designed to manage and deploy metadata efficiently across Salesforce environments, while other options like Data Loader and Change sets have more specific use cases that do not align with the metadata deployment process in this scenario.

Question No 3:

An administrator wants to allow users who are creating leads to have access to the Find Duplicates button. 

Which lead object-level permission will the administrator need to provide to these users?

A. Merge
B. Read and Edit
C. View All
D. Delete

Correct answer: A

Explanation:

In the context of Salesforce and similar CRM systems, the Find Duplicates button is typically used to identify and manage duplicate records, such as leads, by comparing the current lead with existing records in the system. However, to effectively use the Find Duplicates button, users need specific object-level permissions that enable them to merge records.

The Merge permission is essential in this case because it allows users to not only find duplicates but also merge them if necessary. Users who have the Merge permission can view potential duplicates and take action on them (i.e., merge records) to maintain data integrity in the system.

Let’s review the other options:

  • Option B (Read and Edit): While the Read and Edit permissions allow users to view and modify records, these permissions do not directly relate to accessing the Find Duplicates button or merging records. These permissions are more general in nature and focus on basic record management rather than identifying and handling duplicates.

  • Option C (View All): The View All permission grants the ability to view all records of a certain object, but it does not provide the necessary permissions to manage duplicates or merge them. This permission is useful for viewing records across different users or teams, but it is not specific to working with duplicate records.

  • Option D (Delete): The Delete permission allows users to delete records, but this is not relevant to the ability to identify or manage duplicates. Deleting records is a separate action that does not involve merging duplicates.

Thus, the Merge permission is the correct choice because it directly enables users to use the Find Duplicates button and perform necessary actions on duplicate records.

Question No 4:

What are the three capabilities of Collaborative Forecasting? (Choose three.)

A. Rename categories
B. Forecast using opportunity splits
C. Overlay quota
D. Add categories
E. Select a default forecast currency setting

Correct answer: B, D, E

Explanation:

Collaborative Forecasting in Salesforce is a feature designed to improve the accuracy of sales forecasts by leveraging input from multiple team members and sources, such as opportunities, quotas, and categories. This tool helps organizations manage and predict their sales pipeline effectively. Let’s break down the available capabilities:

B. Forecast using opportunity splits:
This is an important feature of Collaborative Forecasting that allows users to create forecasts based on opportunity splits. Opportunity splits are used when multiple salespeople are involved in closing a deal, and each person is credited with a percentage of the sale. By using opportunity splits, the forecast can be adjusted to reflect the contributions of different team members, providing a more accurate prediction of future sales. This ensures that each team member's contribution is properly accounted for in the overall forecast.

D. Add categories:
The ability to add categories is a key feature in Collaborative Forecasting. Categories allow users to define different segments of the forecast, such as different types of deals or sales stages. This helps sales teams categorize opportunities based on specific criteria (e.g., new business, renewals, or upsell opportunities), making the forecast more granular and better aligned with business needs. Adding categories allows organizations to tailor their forecasting to the unique aspects of their sales processes.

E. Select a default forecast currency setting:
This feature allows users to select a default forecast currency, which is essential for global organizations or businesses operating in multiple countries with different currencies. By setting a default forecast currency, it ensures consistency in how forecasts are presented across regions and helps avoid confusion when comparing forecasts from different markets. This capability is especially important when dealing with international sales forecasts where currency conversion and alignment are necessary.

Now, let’s explore why the other options are incorrect:

A. Rename categories:
While renaming categories may sound useful, this capability is not one of the primary features of Collaborative Forecasting. The focus of Collaborative Forecasting is more on defining and categorizing opportunities accurately rather than changing the names of existing categories. This option does not align with the core forecasting functionality.

C. Overlay quota:
Overlaying quotas, which involves placing quotas over the forecast data to compare actual performance against targets, is a useful forecasting tool but is not a direct feature of Collaborative Forecasting itself. While quotas can be important in sales performance analysis, Collaborative Forecasting focuses more on aggregating and forecasting opportunities rather than overlaying quota data.

Thus, the correct capabilities of Collaborative Forecasting are B, D, and E. These features enable better segmentation, accurate forecasting, and alignment across different currencies, enhancing the effectiveness of the forecast process.

Question No 5:

Universal Containers wants customers who buy the Freight Container product to be billed in monthly installments. How should an administrator meet this requirement?

A. Create a default quantity schedule on the product
B. Create a default revenue schedule on the product
C. Create a workflow rule on the product
D. Create custom fields on the product

Correct answer: B

Explanation:

To meet the requirement of billing customers in monthly installments when they buy the Freight Container product, default revenue schedules should be used. Here's an explanation of why this is the best solution:

  • Option B: Create a default revenue schedule on the product.
    Revenue schedules allow administrators to define how and when revenue is recognized for products sold. In this case, by creating a default revenue schedule for the Freight Container product, the administrator can specify that the revenue is spread across multiple installments. This is a common approach to handle billing in installments, where payments are distributed over time (e.g., monthly) instead of a lump sum payment.

    When a revenue schedule is set up on the product, it dictates how the revenue is recognized over time, and this can be linked to payment terms or billing schedules, which matches the requirement to bill in monthly installments.

  • Option A: Create a default quantity schedule on the product.
    A quantity schedule is used to define how quantities are delivered or shipped over time. This does not directly address the billing or installment requirements. While it controls the delivery schedule, it does not deal with revenue recognition or installment billing, so it isn't the right choice.

  • Option C: Create a workflow rule on the product.
    A workflow rule is used to automate certain processes, such as sending email alerts or updating fields. While it could automate some aspects of the process, it doesn’t handle installment billing or revenue schedules directly. Workflow rules are typically not used for defining billing practices like monthly installments.

  • Option D: Create custom fields on the product.
    Creating custom fields allows additional information to be stored on the product record. However, custom fields would not be able to handle the logic for installment billing or revenue recognition. Custom fields are more suitable for capturing extra details about a product, but they don't provide the same level of functionality as revenue schedules for managing installment billing.

In conclusion, Option B, creating a default revenue schedule on the product, is the most effective and accurate way to manage the requirement of billing customers in monthly installments.

Question No 6:

A user has a profile with read-only permissions for the case object. How can the user be granted edit permission for cases?

A. Create a permission set with edit permissions for the case object
B. Create a sharing rule on the case object with read/write level of access
C. Create a public group with edit permissions for the case object
D. Add the user in a role hierarchy above users with edit permissions on the case object

Answer: A

Explanation:

In Salesforce, user permissions are generally determined by their profile, permission sets, and the role hierarchy. A profile defines the base permissions a user has for objects and other functionalities, while permission sets can be used to extend permissions beyond what is defined in the user's profile. Let's go through the options:

  • A. Create a permission set with edit permissions for the case object
    This is the correct option. Permission sets are used to grant additional permissions to users on top of what their profiles provide. In this case, the user has read-only access to the case object through their profile, but by creating a permission set with edit permissions for the case object and assigning it to the user, you can grant them the ability to edit cases. Permission sets are ideal for granting additional access to specific users without changing the permissions for everyone in a profile.

  • B. Create a sharing rule on the case object with read/write level of access
    This option is incorrect. Sharing rules are used to extend record-level access within a Salesforce organization, typically to grant access to specific records based on certain criteria (e.g., ownership, territory, etc.). However, a sharing rule alone does not change the permissions (read-only or read/write) for an object. It only defines which users can access which records, but not what actions they can take (e.g., edit, delete). Since the user already has access to the case object (in read-only mode), a sharing rule would not change their ability to edit the records.

  • C. Create a public group with edit permissions for the case object
    This is incorrect. A public group is a way to group users together for sharing purposes or for adding to role hierarchies, but it does not directly affect object-level permissions. Public groups are not used to modify object permissions, and creating one will not grant the user edit access to the case object. Permission sets are the proper tool for this purpose.

  • D. Add the user in a role hierarchy above users with edit permissions on the case object
    This option is incorrect. The role hierarchy in Salesforce determines record-level access, not object-level permissions. Being in a role higher in the hierarchy gives a user access to records owned by users lower in the hierarchy. However, it does not change the object-level permissions, such as whether the user can edit or only view cases. Since the user has read-only permissions in their profile, simply being placed in a higher role does not grant them the ability to edit cases unless the profile or permission set explicitly allows it.

To grant the user edit permissions for cases, you would need to create a permission set that grants the necessary edit permissions on the case object and assign it to the user. This ensures that the user has the ability to edit cases, regardless of the read-only permissions in their profile. Therefore, the correct answer is A.

Question No 7:

Which three actions can occur when an administrator clicks Save after making a number of modifications to Knowledge data categories in a category group and changing their positions in the hierarchy? (Choose three.)

A. Users are temporarily locked out of their ability to access articles
B. Users may temporarily experience performance issues when searching for articles
C. The contents of the category drop-down menu change
D. The articles and questions visible to users change
E. The history of article usage is reset to zero utilization

Answer: B, C, D

Explanation:

When an administrator modifies the hierarchy and data categories in a knowledge management system, several changes occur that can affect users' experience. Here’s how each of the options plays out:

  • A. Users are temporarily locked out of their ability to access articles: This is not typically the case when modifying the category group hierarchy. While certain system actions like server maintenance or data migrations might lock users out temporarily, adjusting categories does not usually prevent article access. Hence, this option is unlikely.

  • B. Users may temporarily experience performance issues when searching for articles: This is a valid consideration. Modifying data categories and their hierarchy can cause temporary indexing or caching adjustments in the system, which could impact search performance. It may take time for the system to update search indices to reflect the new structure, leading to slower searches or temporary issues.

  • C. The contents of the category drop-down menu change: This is a direct consequence of modifying the category hierarchy. When the structure of the categories changes, any drop-down menus or selection tools that reference these categories will update to reflect the new organization and order of categories. This is one of the immediate visible effects of saving the changes.

  • D. The articles and questions visible to users change: Changing the positions or structure of categories in the hierarchy could affect how articles are categorized and what is visible to users. If articles are tied to specific categories that have been moved or altered, users might see different content than they did before. This change is part of how category adjustments can directly impact the visibility and organization of content.

  • E. The history of article usage is reset to zero utilization: Modifying category structures typically does not reset the article usage history. The article’s usage and viewing data are often stored separately from its category assignment, so this is not a typical outcome of category changes. Therefore, this option is not correct.

In summary, the most likely actions that occur when an administrator clicks Save after modifying knowledge data categories and their hierarchy are:

Question No 8:

How can an administrator ensure article managers use specified values for custom article fields?

A. Create a formula field on the article
B. Require a field on the page layout
C. Use field dependencies on record types
D. Create different record types for different requirements

Correct Answer: C

Explanation:

To ensure that article managers use specified values for custom article fields in Salesforce, the most effective method is to use field dependencies on record types. Field dependencies allow an administrator to create specific rules for how fields behave based on the values of other fields or record types. This ensures that when a user selects a particular record type or a certain value in a dependent field, only the relevant options are displayed for other fields, ensuring data consistency and accurate entries.

Here’s a breakdown of why the other options are not as effective in this case:

A. Create a formula field on the article
A formula field can be useful to automatically calculate or display information based on other fields' values. However, it does not ensure that article managers input specified values in custom fields. A formula field is more about outputting calculated values, not enforcing data entry rules.

B. Require a field on the page layout
Making a field required on the page layout ensures that a value must be entered for that field before the record can be saved. While this ensures the field is populated, it does not control or restrict the value options that article managers can choose from. It simply ensures that the field is not left blank.

D. Create different record types for different requirements
While record types can be useful for differentiating between different kinds of articles and applying different page layouts or business processes, this does not directly control the values that can be entered into custom fields. Using record types can be part of a broader strategy, but it doesn't directly ensure that only specific values are used for custom fields.

Field dependencies give a dynamic solution, allowing you to control which values are available in a field based on other selections or record types. This ensures that the article managers are using the correct and specified values in the custom article fields based on the rules defined for field dependencies. Therefore, C is the most accurate answer.

Question No 9:

The sales team has requested that a new field called Current Customer be added to the Accounts object. 

The default value will be No and will change to Yes if any related opportunity is successfully closed as won. What can an administrator do to meet this requirement?

A. Configure Current Customer as a roll-up summary field that will recalculate whenever an opportunity is won
B. Use an Apex trigger on the Account object that sets the Current Customer field when an opportunity is won
C. Use a workflow rule on the Opportunity object that sets the Current Customer field when an opportunity is won
D. Configure Current Customer as a text field and use an approval process to recalculate its value

Correct Answer: B

Explanation:

To meet the requirement of updating the Current Customer field on the Account object based on the status of related opportunities, let's consider each option in turn:

  • Option A: Configure Current Customer as a roll-up summary field that will recalculate whenever an opportunity is won
    While roll-up summary fields are useful for aggregating data from related child records, they are limited to certain field types (like COUNT, SUM, MIN, MAX). However, they can only be used to aggregate data from child records to the parent object. The Current Customer field needs to be set to "Yes" if any opportunity is won, but a roll-up summary field does not support changing a field value based on the outcome of a record (i.e., an Opportunity being closed as won). Additionally, roll-up summary fields cannot trigger complex logic like "if any opportunity is won, update the field to Yes."

  • Option B: Use an Apex trigger on the Account object that sets the Current Customer field when an opportunity is won
    This option provides the flexibility needed to meet the business requirement. Apex triggers can be used to implement complex logic, such as updating a field on the parent record (Account) based on the status of related child records (Opportunity). When an opportunity is closed as "Won," the trigger can check whether any related opportunities meet this condition, and then update the Current Customer field on the Account to "Yes." This solution would provide the required functionality and flexibility for handling different business rules around opportunity statuses and related account updates.

  • Option C: Use a workflow rule on the Opportunity object that sets the Current Customer field when an opportunity is won
    Workflow rules are powerful for automating simple processes, but they are triggered on the child object (Opportunity) and typically update fields on the same object. A workflow rule would not be able to update the Account object directly based on the Opportunity being closed as won. You would need to use a more advanced solution (like an Apex trigger) to ensure the Account's Current Customer field is updated correctly.

  • Option D: Configure Current Customer as a text field and use an approval process to recalculate its value
    Approval processes are generally used to manage records that require manual approval workflows. They are not designed for automated field updates based on business logic like when an opportunity is closed as won. An approval process is a manual intervention process and would not be suitable for updating the Current Customer field automatically in response to opportunity changes.

Thus, the best option is B: Use an Apex trigger on the Account object that sets the Current Customer field when an opportunity is won. An Apex trigger provides the necessary functionality and flexibility to evaluate the status of related opportunities and update the Current Customer field on the Account object.

Question No 10:

Sales management wants a small subset of users with different profiles and roles to be able to view all data for compliance purposes. How can an administrator meet this requirement?

A. Create a new profile and role for the subset of users with the View All Data permission
B. Create a permission set with the View All Data permission for the subset of users
C. Enable the View All Data permission for the roles of the subset of users
D. Assign delegated administration to the subset of users to View All Data

Correct Answer: B

Explanation:

The task is to ensure that a specific subset of users, each with different profiles and roles, can view all data for compliance purposes. Let's break down the options and see which one best fits the requirement:

A. Create a new profile and role for the subset of users with the View All Data permission:
While creating a new profile and role can allow for specific permissions, this method would involve a lot of additional management overhead. Creating new profiles and roles is more appropriate when you need to apply the same permissions to a larger group, not just a small subset of users with existing roles. In this case, the need is to grant a specific permission (View All Data) to a small group, so creating new profiles and roles would not be the most efficient solution.

B. Create a permission set with the View All Data permission for the subset of users:
This is the most efficient solution. Permission sets are designed to grant specific permissions to users, without the need to create entirely new profiles or roles. By assigning a permission set that includes the View All Data permission to a small subset of users, you can give them the required access without affecting their existing roles or profiles. This method allows flexibility and reduces the administrative burden. Therefore, this is the best approach.

C. Enable the View All Data permission for the roles of the subset of users:
Enabling the View All Data permission at the role level would apply this permission to all users within that role. However, the requirement is to only grant this permission to a subset of users, not everyone in a particular role. Enabling this permission at the role level could lead to over-permissioning, where users who do not need to view all data might gain unnecessary access. Therefore, this option is not ideal.

D. Assign delegated administration to the subset of users to View All Data:
Delegated administration allows users to manage specific aspects of an organization's data, but it does not directly grant the View All Data permission. Delegated administration is more about managing administrative tasks rather than viewing all data across the organization. It would not meet the requirement of granting all-data visibility for compliance purposes.

In summary, B is the best option because using a permission set is a simple, flexible, and targeted way to give the required access to a subset of users without impacting other users or requiring significant administrative restructuring.


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