Salesforce ADX-201 Exam Practice Test Instant Access

Question 1

Ursa Major Solar is noticing a decrease in deals with a cross-sell opportunity type and wants

to share all cross-sell opportunities with a team of subject matter experts in their organisation. The

company has different roles, and the organisation wide default opportunity is set to private.

How should the administrator accomplish this?

AAdd the subject matter experts to a public group and give them access to records with a criteriabased sharing rule.

BChange the organisation-wide default for opportunity from private to public Read/Write to open
up access for subject matter experts.

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

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

Answer : A

A criteria-based sharing rule is a tool that allows administrators to share records with certain users based on field values rather than ownership. For example, a criteria-based sharing rule can share all opportunities with a cross-sell opportunity type with a specific group of users. A public group is a collection of individual users, roles, roles and subordinates, or other groups that can be used to simplify sharing settings and other processes. In this case, the administrator can add the subject matter experts to a public group and give them access to records with a criteria-based sharing rule that matches the cross-sell opportunity type. Reference: https://help.salesforce.com/s/articleView?id=sf.sharing_criteria_rules.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.public_groups.htm&type=5

Question 2

Ursa Major Solar uses Opportunity to track sales of solar energy products. The company has two

separate sales teams that focus on different energy markets. The Services team also wants to use

Opportunity to track installation. All three teams will need to use different fields and stages.

How Should the administrator configure this requirement?

ACreate three sales processes. Create three record types and one page layout.

BCreate one sales process. Create three record types and three page layouts.

CCreate three sales processes. Create three record types and three page layouts.

DCreate one sales process. Create one record type and three page layouts.

Answer : C

A sales process is a set of stages that an opportunity goes through as it moves from creation to close. A record type is a way to offer different business processes, picklist values, and page layouts to different users based on their profiles. A page layout controls the layout and organization of detail and edit pages for a specific object and record type combination. To meet the requirement of having different fields and stages for each team, you need to create three sales processes for each market segment, three record types for each sales process, and three page layouts for each record type. Reference: https://help.salesforce.com/s/articleView?id=sf.customize_salesprocess.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_layout.htm&type=5

Question 3

The Sales director at Cloud Kicks wants to be able to predict upcoming revenue in the next several

fiscal quarters so they can set goals and benchmark how reps are performing.

Which two features should the administrator configure?

Choose 2 answers

ASales Quotes

BOpportunity List View

CForecasting

DOpportunity Stages

Answer : C, D

Forecasting is a feature that allows you to predict and plan the sales cycle from pipeline to closed sales, and manage sales expectations throughout your organization. Opportunity stages are the steps that an opportunity goes through as it moves from creation to close, and they determine the probability and forecast category of the opportunity. Reference: https://help.salesforce.com/s/articleView?id=sf.forecasting3_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_opptystages.htm&type=5

Question 4

The sales manager at Cloud Kicks wants to set up a business process where opportunity discounts

over 30% need to be approved by the VP of sales. Any discounts above 10% need to be approved by the

user's manager. The administrator has been tasked with creating an approval process.

Which are two considerations the administrator needs to review before setting up this approval process?

Choose 2 answers

ACreate a custom Discount field on the opportunity to capture the discount amount

BPopulate the Manager standard field on the sales users' User Detail page.

CConfigure two separate approval processes.

DAllow the submitter choose the approver manually.

Answer : A, C

Discount is not a standard field on the Opportunity object, so you need to create a custom field to capture the discount amount or percentage for each opportunity. To set up an approval process where opportunity discounts over 30% need to be approved by the VP of sales, and any discounts above 10% need to be approved by the user's manager, you need to configure two separate approval processes with different entry criteria based on the discount field value and different approvers based on their roles. Reference: https://help.salesforce.com/s/articleView?id=sf.approvals_getting_started.htm&type=5

Question 5

AW Computing has six sales teams in a region. These teams always consists of the same account

manager, engineer, and assistant.

What should the administrator configure to make it easier for teams to collaborate with the same

customer?

AEnable and configure standard opportunity teams with splits.

BEnable account teams and show the users how to set up a default account team.

CCreate a queue for each team and assign account ownership to the queue.

DPropose the users manually share all their accounts with their teammates.

Answer : B

Account teams are groups of users who work together on an account. You can enable account teams in Setup and assign team roles and access levels for each team member. Users can set up a default account team that is automatically added to any account that they own or create. This makes it easier for teams to collaborate with the same customer without manually sharing each account. Reference: https://help.salesforce.com/s/articleView?id=sf.accountteam.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.accountteam_default.htm&type=5

Question 6

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?

AFields and relationships

BRelated lookup filters

CRecord Type

DPicklist value sets

Answer : C

Record types allow you to update the options in a picklist based on the kind of opportunity.

Question 7

Dreamhouse Reality just announced its new home concierge offering. This product is unlike

anything the company has offered in the past and follows a different business model.

What Should the administrator Configure to meet this requirement?

ACreate a quick action.

BCreate a new approval process.

CCreate a new sales process.

DCreate a new Opportunity product.

Answer : C

A sales process is a set of stages that an opportunity goes through as it moves from creation to close. It can be customized by administrators to match different business models or product lines within an org. Creating a new sales process can help Dreamhouse Realty define a different set of stages for its new home concierge offering that is unlike anything the company has offered in the past and follows a different business model. Creating a quick action, a new approval process, or a new opportunity product are not solutions for creating a customized sales process; they are used for different purposes such as creating records, approving records, or adding products to opportunities. Reference: https://help.salesforce.com/s/articleView?id=sf.customize_salesprocess.htm&type=5

Salesforce Essentials for New Lightning Experience Administrators ADX-201 Exam Practice Test