Salesforce TVB-201 Exam Practice Test Instant Access

Question 1

The Call centre manager in Ursa Major Solar wants to provide agents with a case dashboard

that can be drilled down by case origin, status and owner.

What should an Administrator add to the dashboard to fulfil the request?

ADashboard Filter

BBucket column

CDashboard component

DCombination Chart

Answer : A

A dashboard filter is a feature that allows users to filter dashboard components by one or more field values without changing the underlying report data. For example, a dashboard filter can allow users to view cases by origin, status, or owner. A dashboard filter consists of a filter name, one or more source fields, and one or more filter values. Users can apply one or more filters to see different views of the dashboard data. Reference: https://help.salesforce.com/s/articleView?id=sf.dashboards_filters.htm&type=5

Question 2

A sales rep at Ursa Major Solar has launched a series of networking events. They are hosting

one event per month and want to be able to report on campaign ROI by month and series.

How should the administrator set up the Campaign to simplify reporting?

AAdd different record types for the monthly event types.

BCreate individual Campaigns that all have the same name.

CConfigure campaign Member Statuses to record which event members attended.

DUse Campaign Hierarchy where the monthly events roll up to a parent Campaign

Answer : D

Campaign hierarchy is a feature that allows administrators to organize campaigns into a parent-child relationship, where the parent campaign represents a larger initiative and the child campaigns represent smaller or more specific activities within that initiative. Using campaign hierarchy can help Ursa Major Solar report on campaign ROI by month and series by creating a parent campaign for the series of networking events and creating individual child campaigns for each monthly event. The parent campaign can show the aggregated metrics and ROI for the entire series, while the child campaigns can show the metrics and ROI for each month. Adding different record types for the monthly event types, creating individual campaigns that all have the same name, or configuring campaign member statuses to record which event members attended are not solutions for reporting on campaign ROI by month and series; they either do not group campaigns into a hierarchy or do not track campaign metrics or ROI. Reference: https://help.salesforce.com/s/articleView?id=sf.campaigns_hierarchy.htm&type=5

Question 3

Cloud Kicks wants to allow customers to create their own cases while visiting its public

homepage.

What should the administrator recommend?

ASMS Response

BWeb-to-Case

CEmail-to-Case

DOmni-Channel

Answer : B

Web-to-Case allows you to create cases from a form on your website.

Question 4

Ursa Solar Major is evaluating Salesforce for its service team and would like to know what objects

were available out of the box.

Which three of the standard objects are available to an administrator considering a support use case?

Choose 3 answers

AContract

BCase

CTicket

DRequest

EAccount

Answer : A, B, E

Contract is a standard object that represents a contractual agreement between your company and a customer. Case is a standard object that represents a customer's question or problem that needs to be resolved by your support team. Account is a standard object that represents an individual or an organization involved in your business, such as customers, competitors, partners, etc. These three objects are commonly used for service use cases in Salesforce. Reference: https://help.salesforce.com/s/articleView?id=sf.contract_fields.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.case_fields.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.account_fields.htm&type=5

Question 5

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?

AMake Lead Source a dependent picklist to the Opportunity stage field.

BConfigure a validation rule requiring Lead Source when the stage is set to closed won.

CChange the Opportunity stage field to read only on the page layout.

DModify the Opportunity stage a dependent picklist to the Lead source field.

Answer : B

Validation rules allow you to enforce data quality by preventing users from saving records that do not meet certain criteria.

Question 6

A sales rep has left the company and an administrator has been asked to re-assign all their accounts

and opportunities to a new sales rep and keep the teams as is.

Which tool should an administrator use to accomplish this?

AData Loader

BMass Transfer Tool

CData Import Wizard

DDataloader.io

Answer : B

The mass transfer tool allows you to transfer up to 250 records at a time from one user to another user while keeping the existing team members intact. You can access this tool from Setup by entering Mass Transfer Records in the Quick Find box. Reference: https://help.salesforce.com/s/articleView?id=sf.mass_transfer_overview.htm&type=5

Question 7

An administrator created a record trigger flow to update contacts.

How should the administrator reference the values of the active record the flow is running on?

AUse the {!Contact.Id} global variable.

BUse the {!Account.Id} record variable.

CUse the $Record global variable.

DUse the Get Records element to find the Id.

Answer : C

The $Record global variable allows you to reference the values of the active record the flow is running on.

Salesforce TVB-201 Trailhead Virtual Bootcamp for New Admins Exam Practice Test