Free Salesforce ADM-201 Practice Exam with Questions & Answers | Set: 3

When an administrator needs to extract a specific subset of records (e.g., Opportunities filtered by stage and date) with specific fields, the Data Loader is the most appropriate tool. Data Loader is a client application that allows for bulk operations, including "Export" and "Export All"43. It allows the administrator to write a SOQL (Salesforce Object Query Language) query or use the built-in query builder to apply filters, such as StageName = 'Closed Won' and CloseDate = LAST_90_DAYS44. The Data Import Wizard (Option B) is primarily used for importing data and has very limited export capabilities, usually confined to simple CSV samples45454545. The Data Export Service (Option D), also known as "Weekly Export," is designed for full backup purposes; it exports the entire database into zip files and does not allow for specific filtering of records or fields for a quick ad-hoc report. Data Cloud (Option C) is a large-scale data platform and is overkill for a simple file export task47. Thus, for targeted, field-specific exports of 90 days of data, Data Loader is the standard choice.

Escalation Rulesare designed specifically to perform actions when a Case record has remained in a certain state (like "Open") for a specified period. In this scenario, the Platform Administrator would set an escalation rule entry with the age set to 168 hours (7 days). When this time threshold is reached, the rule can automaticallyreassign the caseto a new owner or a management queue51. Assignment Rules (Option C) are only triggered upon the initial creation of a record or when manually triggered by a user, and they do not have a built-in "timer" capability to fire days later52. Auto-Response Rules (Option B) are only for sending automated emails to customers, not for internal ownership changes53. Validation Rules (Option D) are used to prevent data entry errors and cannot change record ownership54.

The Opportunity Sales Path (or simply Path) is a visual representation of the stages in a sales process. It is the best tool for this requirement because it not only shows the current stage prominently at the top of the record but also allows administrators to define Key Fields and Guidance for Success for every stage. This guidance can include specific steps, tips, and links to company resources that explain exactly what a rep needs to do to move the deal to the next phase. Reports (Option A), List Views (Option D), and Big Deal Alerts (Option C) provide data and notifications but do not offer the contextual, stage-by-stage guidance that the Path provides.

A Chatter Stream is a custom feed that users (or administrators) can create to consolidate updates from multiple sources. You can combine feeds from specific groups, individual people (like the CEO), and specific records into a single view. This allows users to stay organized and monitor diverse sets of information in one place without having to navigate between different groups or records. A Chatter Group (Option A) is for a specific set of members. A Daily Digest (Option B) is an email summary. A Chatter Feed (Option C) is a general term for the individual lists of updates but does not natively allow for the targeted "multi-source" consolidation that a Stream provides.

The requirement to have a record "signed off" by a specific individual (the CFO) based on a dollar threshold is a classic use case for an Approval Process. While the "Submit for Approval" button (Option A) allows a user to manually start the process, the prompt specifies that the process should happen "automatically"50. To achieve this automation, the Platform Administrator should use Flow Builder to trigger the approval process. A Record-Triggered Flow can be set to run when an Opportunity is created or updated and meets the criteria (Amount > $100,000). The flow would then use the "Submit for Approval" action to launch the record into the predefined approval process without requiring the sales rep to click a button. Einstein Next Best Action (Option B) is a recommendation tool, not a workflow enforcement tool54. Apex Triggers (Option C) could perform this task, but Salesforce best practices recommend using "clicks not code" (Flow) whenever possible for such requirements. Using Flow to launch an Approval Process provides the necessary automation, routing, and audit trail the CFO requires

To facilitate the discussion of "sensitive records" where even the existence of the group must be hidden from non-members, a Chatter Unlisted Group is the appropriate solution. Unlike a Private Group (Option B), which can be seen in searches and lists even if the content is hidden, an Unlisted Group does not appear in search results and requires an explicit invitation to join. This ensures that only members know the forum exists, meeting the highest privacy requirement. Public Groups (Option C) are visible to everyone and are not suitable for sensitive discussions42. "Private Chatter Channel" (Option D) is not a standard term for this type of collaboration group. Unlisted groups must be enabled in Chatter Settings before they can be created by administrators.

Salesforce Approval Processes allow administrators to define a series of steps to automate the approval of records. Within these processes, there are four specific types of automated actions that can be triggered during initial submission, approval, rejection, or recall:

Field Update:Used to change a value on the record, such as switching a "Status" field from "Pending" to "Approved."

Email Alert:Used to send a templated email to specific users, such as notifying the submitter that their request was granted.

Task:Used to assign a follow-up task to a user.

Outbound Message: Used to send technical data to an external system via API.

While modern automation tools like Flow can post to Chatter or launch other flows, the native approval process engine is limited to these four specific actions. For a "time-off request" scenario, an Email Alert ensures the employee is notified, and a Field Update ensures the record reflects the new status, providing a clear audit trail of the business decision.

Mobile Homeis a customizable landing page for the Salesforce mobile app that acts as the default "start page" for users. It allows administrators to add various "cards" or "widgets," including reports, pinned records, and upcoming events. By enabling and configuring Mobile Home, a Platform Administrator can place a specific Report card (such as "Top Opportunities") at the very top of the screen, ensuring it is the first thing users see upon opening the app. While adding the Reports tab (Option A) or Dashboards tab (Option D) allows users to find the information, it does not automatically present specific report data on the home screen. The "Today" feature (Option B) focuses on calendar events and tasks rather than customized reporting data17.

In this scenario, the two teams are "peers" in the role hierarchy (both reporting to the same manager). In a private sharing model, peers cannot see each other's records by default. To grant lateral access between these specific groups, an Owner-based Sharing Rule is the most effective solution. The administrator can create a rule stating that any records owned by members of "Role: Sales Team A" should be shared with members of "Role: Sales Team B" with specific access levels (e.g., Read/Write). Hierarchical sharing (Option C) only grants upward visibility to the Manager role, not across to the other team34. Manual sharing (Option D) is inefficient for an entire team35. Criteria-based sharing (Option A) is used when record field values determine access, whereas this requirement is based specifically on who owns the records36.

For an administrator who needs to deliver high-quality dashboards "quickly" and "doesn't know where to start," the AppExchange is the best resource. Salesforce Labs provides several free, pre-configured dashboard packages (like the "CRM Dashboards") that include standard components for sales pipeline, lead tracking, and case management. These packages serve as an excellent baseline that can be installed in minutes and then customized to fit the specific needs of Cloud Kicks. Manually creating everything (Option D) is time-consuming. Einstein Analytics (Option B) is a separate, more complex product that requires extra licensing and setup. Option A is too narrow, as it focuses specifically on "Field Service" rather than general sales and service visibility.