Admin Kryterion Practice Test Part 1

Universal Containers has three Account record types: Prospect, Customer, and Vendor. The Customer record type is only for Accounts that have a Closed Won Opportunity.

How should a System Administrator prevent users from selecting the Customer Record Type when they create new Account records?

• Create an Account Validation Rule that prevents new Accounts with the Customer Record Type from being saved.

• Create an Account Auto-Assignment Rule to assign the Prospect Record Type to all new Accounts.

• Remove the Customer Record Type as an Assigned Record Type in the users' Profiles and Permission Sets.

• Create a Workflow Rule or Process to change the Record Type from Customer to Prospect.

Answer explanation

Assign record types to users in their profiles or permission sets (or permission set groups), or a combination of these.

Ursa Major Solar recently acquired a company whose sales team has a unique sales process, with stages that are different from the current setup of stages in Salesforce.

The Chief Technology Officer (CTO) has decided that the new sales team should NOT change their process at all.

What should the administrator do to incorporate the new sales team's process?

• Create new values for the opportunity stage field; create a new sales process assigned to a custom record type for the new sales team.

• Create new values for the opportunity stage field; order them so that the new Sales teams values are at the bottom of the picklist.

• Create new values for the opportunity stage field and use field-level security to control which teams see which fields.

• Create a record type and page layout for the new sales team and a custom field for the new stages.

Answer explanation

The CTO has decided that the new sales team should not change their existing sales process, which means their opportunity stages are different from the current setup in Salesforce. To accommodate this requirement without disrupting the existing process, the best approach is to create a separate record type and page layout specifically for the new sales team.

Universal Containers needs a field that reflects Account size based on number of employees.

Which formula function should the System Administrator use to evaluate different results based on a specific condition with multiple outcomes?

• IF

• ISPICKVAL

• TEXT

• AND

Answer explanation

If() evalutes a specific condition, so IF(my condtion is true, my outcome for true, else my outcome for false.  You can string together multiple IF()s as Harold mentioned, to evaluate 'a specific condition with multiple outcomes'

Ursa Major Solar uses data from the grand total of a custom report to create their dashboard.

Which two components will populate the grand total properly?

Choose 2 options.

• Table

• Gauge

• Metric

• Chart

Answer explanation

Table: A table component in a Salesforce dashboard can display the grand total from a custom report. Tables are designed to present data in a tabular format, including rows and columns. By adding the relevant summarized or total fields from the report to the table component, it can correctly display the grand total value.

Metric: A metric component is specifically designed to display a single value, which can be a summarized or total value from a report. When configured correctly, a metric component can effectively show the grand total from a custom report.

The other options are not suitable for displaying the grand total from a custom report:

Gauge: A gauge component is primarily used to visualize a single value against a range or threshold. While it can display a total or summarized value, it is not the most appropriate component for showing the grand total from a report.

Chart: Charts are better suited for visualizing trends, patterns, and relationships between different data points. While some chart types (e.g., bar charts, pie charts) can display total values, they are not as straightforward as a table or metric component for presenting the grand total from a report.

Universal Containers wants to track Invoice Payments on an Opportunity Related List. Only the Finance Team should see this Related List; however, all Users should be able to view Invoice Payment reports.

How should the System Administrator implement this requirement?

• Set the Invoice Payment Org-Wide Sharing Settings to Private.

• Only grant Finance access to the Invoice Payment object.

• Build an Invoice Payment report with a Running User of Finance.

• Create a new Page Layout and Profile for the Finance Team.

Answer explanation

This solution would allow only the finance team to see the page layout with the related list, and all users to view the invoice payment reports.

Universal Containers has a renewals sales team that will use the Opportunity object. They want to use many of the same picklist fields that are already defined, but will need unique picklist values.

What feature allows a System Administrator to maintain the same field for two different teams?

• Record Types

• Permission Sets

• Page Layouts

• Sales Processes

Answer explanation

Record types determine whcih business processes, page layouts, fields and picklist values a user can access and allow the admin to maintain the same field for two different teams.

Which configuration option shows sales representatives the fields they must fill in prior to saving an Opportunity?

• Dependent Picklist Fields

• Opportunity Validation Rules

• Page Layout required fields

• Field-level Security

Answer explanation

Make the field required on a specific page layout.

What are two benefits of using Data Categories with Salesforce Knowledge?

Choose 2 options.

• Article Owners can track views.

• Articles can be classified into groups.

• Articles can be referenced in Chatter posts.

• Article access can be controlled.

Answer explanation

• Classification of articles: Data categories classify articles and make them easier to search

• Control access to articles: Data categories can be used to control access to articles

• https://help.salesforce.com/articleView?id=category_whatis.htm&type=5

Which two actions allow the System Administrator to limit Chatter access during roll-out to a subset of Salesforce users?

Choose 2 options.

• Create a Permission Set with the "Enable Chatter" permission for the subset of users.

• Add the subset of users to the company-wide Chatter group.

• Edit a Profile to "Enable Chatter" for the subset of users.

• Create an email invitation for the subset of users.

Answer explanation

Control access to Chatter with a profile or permission set.

The admin at Northern Trail Outfitters need to allow users to submit attachments when creating a case. Case creation is currently using a screen flow. The admin has configured the screen flow to include attachments, but during testing, end users are saying they are getting attachments when they are not needed. They only want attachment when the Case Type is "IT Error".

How should the admin configure this requirement?

• Use Dynamic visibility to show the attachment component when case type is IT Error

• Create a second flow without attachments for when they are not required

• Use a decision element and show a second screen that doesn’t allow attachments

• Create a validation rule that prevents attachments when case type is not IT Error

Answer explanation

• Dynamic visibility allows the admin to control when certain elements of a screen flow are displayed. In this case, the admin could create a condition that hides the attachments element if the case Type is not IT Error.