Salesforce CRT-101 Prepare for your Administrator Certification Exam Practice Test

Page: 1 / 14
Total 248 questions
Question 1

Northern Trail Outfitters uses a custom object Invoice to collect customer payment

information from an external billing system. The Billing System field needs to be filled on every

Invoice record.

How should an administrator ensure this requirement?



Answer : A

Making a field universally required is a way to ensure that the field needs to be filled on every record; it prevents users from saving a record without entering a value in that field. It can be used to ensure that the billing system field needs to be filled on every invoice record by making it universally required in the field settings. Creating a process builder to set the field, defining an approval process for the child, or requiring the field on the record type are not ways to ensure that the field needs to be filled on every record; they either do not enforce data entry or only apply to certain scenarios or users. Reference: https://help.salesforce.com/s/articleView?id=sf.customize_fields.htm&type=5


Question 2

Northern Trail Outfitters wants emails received from customers to generate cases automatically.

How should the administrator ensure that the emails are sent to the correct queue?



Answer : D

Email-to-Case allows administrators to set up routing addresses that automatically create cases from incoming emails and assign them to queues based on predefined criteria. This way, emails from customers can generate cases automatically and be sent to the correct queue. A flow is a tool for building automated processes, but it is not designed for email routing. A custom email service is a way to process inbound emails using Apex code, but it requires coding skills and is more complex than Email-to-Case. An escalation rule is a way to escalate cases based on certain conditions, but it does not create cases from emails or assign them to queues. Reference: https://help.salesforce.com/s/articleView?id=sf.customize_email2case.htm&type=5


Question 3

Ursa Major Solar wants to know which of its marketing efforts are helping the team win Opportunities.

What should an administrator configure to provide these insights?



Answer : B

Campaign influence is a feature that allows users to track how campaigns have influenced opportunities and measure the return on investment (ROI) of marketing efforts. Users can see which campaigns have influenced an opportunity on the related list and assign different attribution models to calculate the campaign influence. Reference: https://help.salesforce.com/s/articleView?id=sf.campaigns_influence.htm&type=5


Question 4

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?



Answer : C

To transfer data from a lead custom field to an opportunity field upon lead conversion, an administrator needs to create a custom field on the opportunity object that matches the data type and length of the lead custom field, and then map the two fields using the lead field mapping tool under setup. This will ensure that the value of the product category field on the lead is copied to the corresponding field on the opportunity when the lead is converted. Reference: https://help.salesforce.com/s/articleView?id=sf.leads_customize_map.htm&type=5


Question 5

DreamHouse Realty regularly processes customer requests for warranty work and would like to

offer customers a self-serve option to generate cases.

Which two solutions should an administrator use to meet this request?

Choose 2 answers



Answer : A, D

Web-to-Case and Email-to-Case are two solutions that allow customers to create cases from a web form or an email. Web-to-Case generates HTML code for a web form that you can place on your website. Email-to-Case converts incoming emails into cases.


Question 6

The administrator at Ursa Major Solar need to make sure the unassigned cases from VP customers get

transferred to the appropriate service representative within 5 hours. VIP Customers have access to

support 24 hours a day.

How should this be configured?



Answer : D

Escalation rules allow you to escalate cases based on certain criteria, such as time or priority. You can use escalation rules to transfer unassigned cases to the appropriate service representative within a specified time frame.


Question 7

Sales reps at Northern Trail Outfitters have asked for a way to change the Probability field value

of their Opportunities.

What should an administrator suggest to meet this request?



Answer : D

Probability is a standard percentage field on the Opportunity object that indicates how likely an opportunity will close successfully. It is automatically calculated based on the opportunity stage unless you make it editable on page layouts. To allow sales reps to change the probability field value of their opportunities, you need to make the field editable on page layouts. Reference: https://help.salesforce.com/s/articleView?id=sf.opportunity_fields.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_layoutedit.htm&type=5


Page:    1 / 14   
Total 248 questions