Salesforce Trailhead Virtual Bootcamp for New Admins TVB-201 Exam Questions

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Total 248 questions
Question 1

The Administrator at Cloud Kicks need to automatically route support cases, regardless of

how they are created, to a queue based on case priority.

What tool should the administrator use?



Answer : B

Assignment rules are tools that allow administrators to automatically route records to users or queues based on certain criteria. For example, an assignment rule can assign cases to different queues based on case priority, origin, type, or other fields. Assignment rules can be triggered when records are created manually, via email, web, or API. Assignment rules consist of multiple rule entries that define the criteria and actions for each assignment scenario. Reference: https://help.salesforce.com/s/articleView?id=sf.customize_leadrules.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_casesupport_assign.htm&type=5


Question 2

What should an administrator use as an identifier when importing and updating records from a

separate financial system?



Answer : B

An external ID is a custom field that has the external ID attribute enabled, which means it can be used as an identifier when importing and updating records from an external system. It allows administrators to match records based on a unique ID value from another system instead of using Salesforce record IDs, which may not be available or consistent across systems. An auto-number field is a custom field that automatically assigns a unique numeric value to each record, but it cannot be used as an identifier when importing and updating records from an external system because it is generated by Salesforce and may not match with the external system's IDs. A rich text field is a custom field that allows users to enter formatted text, images, and links, but it cannot be used as an identifier when importing and updating records from an external system because it is not unique or consistent across systems. A record ID is an internal ID assigned by Salesforce to each record, but it cannot be used as an identifier when importing and updating records from an external system because it may not be available or consistent across systems. Reference: https://help.salesforce.com/s/articleView?id=sf.custom_field_attributes.htm&type=5


Question 3

An administrator is on a tight deadline to create dashboards for the sales and marketing teams at AW

Computing.

What should the administrator do to meet the deadline without increasing the budget?



Answer : B

To save time and budget, you can check the AppExchange for prebuilt solutions that can be easily customized for your needs. AppExchange is a marketplace for apps, components, and consulting services that extend Salesforce functionality.


Question 4

Which three aspects of standard fields should an administrator customize?

Choose 3 answers



Answer : A, B, D

Picklist values, help text, and decimal places are three aspects of standard fields that an administrator can customize to suit their business needs. Picklist values are the options that users can choose from a picklist field; they can be added, edited, or deleted by administrators. Help text is the text that appears when users hover over a field; it can be customized by administrators to provide additional information or guidance for users. Decimal places are the number of digits that appear after the decimal point in a number or currency field; they can be changed by administrators to adjust the precision of the field values. Field history tracking and field name are not aspects of standard fields that can be customized; they are only available for custom fields. Reference: https://help.salesforce.com/s/articleView?id=sf.customize_picklists.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_fields_edit.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_fields_number.htm&type=5


Question 5

Cloud Kicks want its reports to show a Fiscal Year that starts on February 1 and has 12 months.

How Should the Administrator Address this requirement?



Answer : A

A standard fiscal year starts on January 1 and ends on December 31. A custom fiscal year can be set to start on any month and end on any month. In this case, Cloud Kicks wants its fiscal year to start on February 1 and end on January 31. This can be achieved by setting the fiscal year to Custom and the starting month to February.

Setting the fiscal year to Standard and the starting month to February will not work, as the standard fiscal year starts on January 1. Setting the fiscal year to Custom and the duration to 4 quarters will not work, as the duration of a fiscal year is 12 months. Setting the fiscal year to Standard and the duration to 12 months will not work, as the standard fiscal year starts on January 1.

Custom fiscal years are fiscal years that follow a custom-defined structure that differs from the Gregorian calendar. They can be used by organizations that have fiscal years that start on a different month than January or have fiscal years that are divided into custom periods such as quarters or weeks. To set up a custom fiscal year that starts on February 1 and has 12 months, an administrator needs to set the fiscal year to custom and the starting month as February in the fiscal year settings. Setting the fiscal year to standard or the duration to 4 quarters does not meet the requirement of having a custom fiscal year that starts on February 1. Reference: https://help.salesforce.com/s/articleView?id=sf.admin_fiscal_year.htm&type=5


Question 6

Northern Trail Outfitters wants to calculate how much revenue has been generated for each of its

marketing campaigns.

How should an administrator deliver this information?



Answer : C

Roll-up summary fields allow you to calculate the sum of a field from child records related to a parent record.


Question 7

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



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


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