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

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Total 248 questions
Question 1

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 2

At universal Containers, users would like to be able to share Salesforce records with other

members of their team, while collaborating around general topics as well.

Which are two considerations for enabling this functionality?

Choose 2 answers



Answer : B, C

To enable record sharing and collaboration with groups, you need to add the groups related list to the object layouts and configure the Add Record action in the group publisher.


Question 3

An administrator at Cloud Kicks needs to export a file of closed won opportunities from the last 90

days. The file should include the Opportunity Name, ID, Close Date, and Amount.

How should the administrator export this file?



Question 4

The administrator at DreamHouse Realty added an email quick action to the Case page layout

and is unable to see the action on the case feed.

Which feature must be enabled to ensure the quick action will be displayed as expected?



Answer : B

Email-to-Case allows you to create cases from incoming emails. You need to enable this feature and set up routing addresses and case creation settings.


Question 5

The VP of Sales at Cloud Kicks is receiving an error message that prevents them form saving an

Opportunity. The administrator attempted the same edit without receiving an error.

How can the administrator validate the error the user is receiving?



Question 6

Executives at Cloud Kicks have reported that their dashboards are showing inaccurate data. The

administrator has discovered been changing the source reports.

Which two actions should the administrator take to preserve the integrity of the source reports?

Choose 2 answers



Answer : A, C

Report folders are used to organize and secure reports in Salesforce. You can set different levels of access for different users or groups on each report folder. To preserve the integrity of the source reports for dashboards, you can create a new report folder with viewer access only and move the dashboard reports to that folder. This way, users can view the reports but not edit them. Reference: https://help.salesforce.com/s/articleView?id=sf.reports_folders.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.reports_dashboard_folder_access.htm&type=5


Question 7

A team of support users at Cloud Kicks is helping inside sales reps make follow-up calls to prospects

that filled out an interest from online. The team currently does not access to the lead object.

How should an administrator provide proper access?



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Total 248 questions