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

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Total 248 questions
Question 1

The administrator at Ursa Major Solar has created a custom report type and built a report for

sales operation team. However, none of the user are able to access the report.

Which two options could cause this issue?

Choose 2 Answers



Answer : A, D

There are two possible reasons why users are unable to access a report based on a custom report type created by an administrator. One is that the custom report type is in development mode, which means that it is not deployed and available for use by other users except for administrators and users with manage custom report types permission. The other is that the report is saved in a private folder, which means that it is visible only to its owner and not shared with other users or groups. Reference: https://help.salesforce.com/s/articleView?id=sf.reports_builder_custom_report_types.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.reports_builder_folders.htm&type=5


Question 2

Sales managers would like to know what could be implemented to surface important values based on the stage of the opportunity.

Which tool should an administrator use to meet this requirement?



Answer : C

To surface important values based on stage of opportunity , an administrator should use Path Key fields feature on Opportunity object . This feature allows adding up to five fields that display key information about each stage along path . Users can edit these fields inline without leaving path . For example , an administrator can add Amount , Close Date , Next Step , Probability , and Stage fields as key fields for Opportunity path . Opportunity Processes , Dynamic Forms , and Workflow Rules are not tools for surfacing important values based on stage of opportunity . Reference : https :// help . salesforce . com / s / articleView ? id = sf . lex_path_setup_key_fields . htm & type = 5


Question 3

Northern Trail Outfitters has a custom quick action on Account that creates a new Case.

How should an administrator make the quick action available on the Salesforce mobile app?



Answer : D

To make a quick action available on the Salesforce mobile app, you need to add it to the Salesforce Mobile and Lightning Experience Actions section of the page layout. You can use the Page Layout Editor to drag and drop the quick action onto the section.


Question 4

The administrator at Cloud Kicks has been asked to replace two old workflow rules that are doing

simple field updated when a lead is created to improve processing time.

What tool should the administrator use to replace the workflow rules?



Answer : B

Before Save Flows are a type of record-triggered flow that run before a record is saved and can update fields on that record without any additional actions or DML operations. They are faster and more efficient than workflow rules or process builder for simple field updates when a record is created or updated. Reference: https://help.salesforce.com/s/articleView?id=sf.flow_concepts_before_save_update.htm&type=5


Question 5

Cloud Kicks is working on a better way to track its product shipments utilizing Salesforce.

Which field type should an administrator use to capture coordinates?



Answer : A

Geolocation fields allow you to store the latitude and longitude coordinates of a location. They can be used to calculate distances between records and display maps of accounts, contacts, leads, or other custom objects. Reference: https://help.salesforce.com/s/articleView?id=sf.customize_geoloc.htm&type=5


Question 6

Northern Trail Outfitters has asked an administrator to ensure that when a contact with a title

of CEO is created, the contact's account record gets updated with the CEO's name.

Which feature should an administrator use to implement this request?



Answer : C

Process Builder is a tool that can be used to implement this request. Process Builder can create record-triggered flows that execute actions when certain conditions are met. In this case, Process Builder can create a flow that executes when a contact with a title of CEO is created and updates the contact's account record with the CEO's name. Reference: https://help.salesforce.com/s/articleView?id=sf.process_overview.htm&type=5


Question 7

Cloud kicks has the organization-wide sharing default set to private on the shoe object. The

sales manager should be able to view a report containing shoe records for all of the sales reps on their

team.

Which 3 items should the administrator configure to provide appropriate access to the report?

Choose 3 answers



Answer : A, B, D

To provide appropriate access to a report that contains shoe records for all of the sales reps on their team, the administrator should configure three items:

A custom report type that includes the shoe object and its fields

A folder access that grants access to the sales manager and their team members to view and run reports in that folder

A field level security that allows the sales manager and their team members to see all the fields on the shoe object Report subscription, while useful for scheduling and delivering reports, does not affect access to the report itself. Reference: https://help.salesforce.com/s/articleView?id=sf.reports_builder_create_report_type.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.reports_manage_folders.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.admin_fls.htm&type=5


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Total 248 questions