ADM-201 Practice Test

Big Deal Alerts

Big Deal Alerts are notifications that are sent to users when an opportunity
reaches a certain amount, probability, or stage. They can be configured by administrators to alert sales reps or managers when they have a high likelihood of winning a big deal. Key Deals are a feature of Einstein Opportunity Scoring that shows the top opportunities based on their score and stage, but they do not send notifications. Activity Timeline is a component of Lightning Experience that shows the past and upcoming activitiesrelated to a record, but it does not notify users of big deals. Performance chart is a type of report chart that shows how well users or teams are performing against their goals, but it does not alert
users of big deals.
References:https://help.salesforce.com/s/articleView?id=sf.forecasts3_big_deal.htm&
type=5

Validation Rule

Validation rules allow you to prevent users from changing an opportunity
close date to a date in the past.
References: https://help.salesforce.com/s/articleView?id=sf.validation_rules.htm&type=5

Share the Helpdesk folder with Support Agents with View access.

Share the Support Reports folder with Support Managers with Edit Access.

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

Dependent Picklist

Custom Picklist

A dependent picklist and a custom picklist are the two features that can be
used to fulfill the requirement. A global picklist and a multi-select picklist are not features that can be used to fulfill the requirement.
Here is a more detailed explanation of why A and B are the correct answers:
A. Dependent Picklist
A dependent picklist is a picklist whose values are dependent on the value selected in another picklist. This is useful for ensuring that only valid values are selected for a field. In this case, the administrator can create a dependent picklist for the category field on accounts and cases, with the values for the picklist being dependent on the record type selected. This will ensure that only the relevant picklist values are available for selection based on the record type selected.
For example, the administrator could create a dependent picklist for the category field on accounts and cases with the following values:
Record Type: New Account
Picklist Values: Residential, Commercial
Record Type: Existing Account
Picklist Values:Renewal, Upsell, Cross-sell
This would ensure that only the relevant picklist values are available for selection when creating a new account or an existing account.

B. Custom Picklist
A custom picklist is a picklist that is created by the administrator. This is useful for creating picklists with values that are specific to the organization's needs. In this case, the administrator can create a custom picklist for the category field on accounts and cases, with the values for the picklist being specific to the organization's needs. This will ensure that the picklist values are relevant to the organization and its customers. For example, the administrator could create a custom picklist for the category field on accounts and cases with the following values:

Picklist Values: Residential, Commercial, Land, Multi-Family This would ensure that the picklist values are relevant to the organization and its customers.

Use assignment rules to set the queue as the owner of the case.

Add Cass to the existing queue as available object.

Assignment rules and queue configuration are two options that should be used to help the support team work on some of UC’s cases. Assignment rules can be used to automatically assign cases to a queue based on certain criteria, such as case origin or priority. Queue configuration can be used to add Case as an available object to the existing queue and specify which users or groups can access the queue.
References: https://help.salesforce.com/s/articleView?id=sf.case_assignment_rules.htm&type=5https://
help.salesforce.com/s/articleView?id=sf.customize_queues.htm&type=5