ADM-201 Practice Exam Questions and Answers

Opportunity contact roles allow you to track ROI for contacts that are key stakeholders for opportunities. You need to customize the contact role field and add the related list to the opportunity page layout.

References: https://help.salesforce.com/s/articleView?id=sf.opportunity_contact_roles.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.customize_opportunity_contact_role.htm &type=5

To share report folders with different groups of users with different levels of access, an administrator can use folder sharing settings under setup. Folder sharing settings allow administrators to share report folders with public groups, roles, roles and subordinates, territories, or portal roles with view or edit access. In this case, the administrator can share the Helpdesk folder with Support Agents with view access so they can run Helpdesk reports but not edit them; and share the R&D folder with Support Managers with edit access so they can view and edit R&D reports. References: https://help.salesforce.com/s/articleView?id=sf.reports_builder_folders_sharing.htm &type=5

To display the screen flow, the administrator should create a tab and add the screen flow to the page. The administrator can also use a flow element and add the screen flow to the record page.

The other options are not relevant to this scenario. Adding the flow in the utility bar of the console will not display the screen flow. Installing an app from the AppExchange is not necessary to display the screen flow.

Here are the steps on how to create a tab and add the screen flow to the page:

• Go to Setup > Tabs.
• Click New.
• Enter a name and label for the tab.
• Select the Screen Flow tab type.
• Select the screen flow that you want to display.
• Click Save.

Here are the steps on how to use a flow element and add the screen flow to the record page:

• Go to Setup > Customize > Lightning App Builder.
• Select the record page that you want to add the screen flow to.
• Click Edit.
• Drag the Flow element from the Palette to the canvas.
• Select the screen flow that you want to display.
• Click Save.

Forecasting is a feature that allows you to predict and plan the sales cycle from pipeline to closed sales, and manage sales expectations throughout your organization. Opportunity stages are the steps that an opportunity goes through as it moves from creation to close, and they determine the probability and forecast category of the opportunity. References: https://help.salesforce.com/s/articleView?id=sf.forecasting3_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.customize_opptystages.htm &type=5

To show a component that shows LinkedIn data only to sales users when they are on their mobile phones, the administrator should filter the component visibility with two conditions:

• User > Profile > name = sales User, which checks if the user’s profile name is “sales User”
• Form Factor = phone, which checks if the user’s device is a phone Filtering with view or role will not achieve the desired result. References: https://help.salesforce.com/s/articleView?id=sf.app_builder_page_visibility_rules.htm&type=5

Two reasons that would prevent a user from being deactivated are that the user is part of a territory hierarchy or that the user is assigned in workflow email alert. A territory hierarchy is a structure that defines how territories are related to each other in Salesforce; if a user is part of a territory hierarchy, they cannot be deactivated until they are removed from all territories. A workflow email alert is an action that sends an email to one or more recipients when a workflow rule is triggered; if a user is assigned in workflow email alert, they cannot be deactivated until they are removed from all email alerts. The user being in a custom hierarchy field or being the highest role in role hierarchy are not reasons that would prevent deactivation; they may affect data visibility or record ownership after deactivation, but they do not block deactivation itself. References: https://help.salesforce.com/s/articleView?id=sf.users_deactivate_considerations.htm &type=5

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.

References: https://help.salesforce.com/s/articleView?id=sf.collab_groups_records.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.collab_groups_record_actions.htm &type=5

Role hierarchy and sharing rules are two features that should be used to open up access to Opportunity records for sales users working on collaborative deals. Role hierarchy can be used to grant access to records owned by or shared with users who are below them in the hierarchy. Sharing rules can be used to extend sharing access to users in public groups, roles, or territories based on certain criteria, such as record owner or field value. References: https://help.salesforce.com/s/articleView?id=sf.admin_sharing.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.security_sharing_rules.htm &type=5