Salesforce CRT-101 Exam Questions Instant Access

Question 1

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 2

Cloud Kicks (CK) captures whether an opportunity should be reviewed by someone in product engineering with a checkbox field called Needs Review. CK also has a picklist field on the opportunity for Product Type. When a sales rep saves an opportunity, they need to select the Product Type or check the Needs Review box.

What should an administrator use to accomplish this?

ABefore Save flow

BValidation rule

CWorkflow rule

DRequired fields

Answer : B

A validation rule is a feature that allows administrators to define criteria for data entry or import operations and display an error message when those criteria are not met. For example, a validation rule can require users to select a product type or check a needs review box when saving an opportunity by using an OR function that evaluates both fields. If neither field is populated, then the validation rule will prevent users from saving records with an error message. Reference: https://help.salesforce.com/s/articleView?id=sf.fields_about_validation_rules.htm&type=5

Question 3

The administrator at cloud kicks has been told that users are unable to add repeating tasks

in salesforce.

Which two solutions the administrator use to ensure users are able to do this?

Choose 2 Answers

AEnable creation of Recurring Tasks in Activity Settings

BDisable shares Activities.

CAdd create Recurring series of Tasks field on Page Layouts

DTurn on Task Notifications service.

Answer : A, C

To enable users to add repeating tasks in Salesforce, the administrator needs to do two things: first, enable the creation of recurring tasks in activity settings under setup; second, add the create recurring series of tasks field on the page layouts for tasks. This will allow users to create a series of tasks that repeat based on a specified frequency and end date. Reference: https://help.salesforce.com/s/articleView?id=sf.tasks_repeating.htm&type=5

Question 4

The administrator at AW Computing wants to send off client welcome tasks and a welcome email to

the primary contact automatically when an Opportunity is Closed won.

What automation tool best accomplishes this?

AValidation Rule

BOutbound Message

CApproval Process

DProcess Builder

Answer : D

Process Builder is a tool that can be used to automate business processes by creating record-triggered flows that execute actions when certain conditions are met. In this case, Process Builder can be used to create a flow that executes when an opportunity is closed won and creates a client welcome task and a welcome email for the primary contact. Reference: https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm&type=5

Question 5

What are three Setting an administrator should configure to make it easy for approvers to

respond to approval requests?

Choose 3 Answers.

AUpdate the organizations chatter setting to allow approvals.

BEnable the organizations Email approval response setting.

CSpecify initial submission actions within the approval process.

DAdd the Items to approve component to the approvers home page.

ECreate a flow to automatically approve all records.

Answer : A, B, D

To make it easy for approvers to respond to approval requests, the administrator should configure three settings:

Update the organization's chatter setting to allow approvals, which enables approvers to approve or reject requests from chatter feeds or email notifications

Enable the organization's Email approval response setting, which allows approvers to reply to approval request emails with keywords such as APPROVE or REJECT

Add the Items to approve component to the approvers home page, which shows a list of pending approval requests that can be acted upon with one click Specifying initial submission actions within the approval process will not affect how approvers respond to requests. Creating a flow to automatically approve all records will bypass the approval process altogether. Reference: https://help.salesforce.com/s/articleView?id=sf.approvals_considerations.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.approvals_email.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.approvals_one_click.htm&type=5

Question 6

An administrator at Universal Containers has been asked to prevent users from accessing Salesforce from outside of their network.

What are two considerations for this configuration?

Choose 2 answers

AIP address restrictions are set on the profile or globally for the org.

BAssign single sign-on to a permission set to allow users to log in when outside the network.

CEnforce Login IP Ranges on Every Request must be selected to enforce IP restrictions.

DRestrict U2F Security Keys on the user's profile to enforce login hours.

Answer : A, D

Two considerations for preventing users from accessing Salesforce from outside of their network are:

IP address restrictions are set on the profile or globally for the org, which limit login access based on IP ranges specified by an administrator

Restrict U2F Security Keys on the user's profile to enforce login hours, which require users to use security keys during certain hours of day Assigning single sign-on to a permission set or enforcing Login IP Ranges on Every Request will not prevent users from accessing Salesforce from outside of their network. Reference: https://help.salesforce.com/s/articleView?id=sf.security_networkaccess.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.security_keys_restrict.htm&type=5

Question 7

AW Computing has added a new custom text field called Market Segment on the Lead object. When a Lead is converted, the new field is not getting copied to the Account record.

What should the administrator do to ensure the Market Segment field from a Lead is copied to the converted Account record in routine?

AEnsure the Market Segment field on the Lead is mapped to right field on Account.

BEnsure Account has a field that has the exact same name as the new Lead field.

CWrite a Validation Rule to ensure the Account has a value in that field.

DWrite a record-triggered flow to copy the custom field from Lead to Account.

Answer : A

To ensure Market Segment field from Lead is copied to converted Account record in routine manner without manual intervention , an administrator should ensure Market Segment field on Lead is mapped to right field on Account using Lead Field Mapping tool under Lead Settings. This tool allows mapping custom fields from Lead object to custom fields on Account , Contact , or Opportunity objects so that data is transferred when leads are converted . For example , an administrator can map Market Segment field on Lead to Market Segment field on Account using this tool . Ensuring Account has a field that has same name as new Lead field , writing validation rule , or writing record-triggered flow are not necessary for copying custom fields from Lead to Account . Reference : https :// help . salesforce . com / s / articleView ? id = sf . leads_custom_field_mapping . htm & type = 5

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