50 salesforce administrator practice test Practice Questions: Question Bank 2025

A Salesforce Administrator needs to ensure that certain users can view all Opportunity records but only edit Opportunities they own or where they are part of the Opportunity team. What should the Administrator configure?

What happens when a user is deactivated in Salesforce?

A sales manager wants to create a report showing Opportunities grouped by Stage, with subtotals for Amount at each stage and a grand total. Which report format should be used?

A company uses a custom object called Project__c. The Administrator needs to track changes to the Status__c field over time for audit purposes. What feature should be implemented?

A support team wants to automatically escalate cases that have been open for more than 48 hours without a customer response. The case owner should receive an email notification. What automation tool is BEST suited for this requirement?

An Administrator creates a validation rule on the Account object that prevents saving records when the Annual Revenue is less than $10,000. Users report they cannot convert Leads to Accounts even when the Lead has sufficient revenue. What is the most likely cause?

A company wants to ensure that when an Opportunity is closed as 'Closed Won', the Account's Industry field must not be blank. What should the Administrator create?

Which collaboration feature allows users to ask questions and get answers from coworkers, with the ability to select a 'Best Answer'?

An Administrator needs to load 50,000 Account records from an external system. Some Accounts may already exist in Salesforce and should be updated rather than creating duplicates. What is the recommended approach?

A company has a custom Lightning App with several custom objects. The Administrator needs to add a utility bar item that allows users to access a calculator tool from any page within the app. Where should this be configured?

An administrator needs to create a custom report that shows all Opportunities grouped by Stage, with subtotals for each stage. Which report format should be used?

A sales manager wants to ensure that when an Opportunity reaches the 'Negotiation' stage, the Probability field is automatically set to 75%. What automation tool should the administrator use?

Universal Containers has a private sharing model for Cases. Support managers need to see all cases owned by their team members. What feature should the administrator configure?

An administrator created a custom picklist field called 'Priority' on the Case object with values: Low, Medium, High, Critical. Users report they cannot see the 'Critical' option. What is the most likely cause?

A company wants to track customer feedback surveys as records in Salesforce. Each survey should be related to an Account and contain multiple survey questions with responses. What is the recommended data model?

A sales team uses Opportunities with multiple Products. The VP of Sales wants a dashboard component showing total revenue by Product Family for the current fiscal year. What should the administrator do?

An administrator needs to mass update 50,000 Account records to change the Industry field. What is the most appropriate tool to use?

Universal Containers uses a custom object called Project. When a Project record is deleted, all related Task records should also be deleted automatically. The Project should not be deleted if it would cause any child records in another custom object called Milestone to be deleted. How should this be configured?

A service team uses Email-to-Case to create cases from customer emails. The team wants to automatically send an acknowledgment email to customers and assign the case to a queue based on the email subject line containing specific keywords. What combination of automation should be used?

A company has a custom object called Invoice with a roll-up summary field that calculates the total of all related Invoice Line Items. The administrator notices that when Invoice Line Items are updated via Data Loader, the roll-up summary is not recalculating immediately. What explains this behavior?

An administrator needs to ensure that when an Account's Annual Revenue exceeds $1 million, the Account Rating automatically updates to 'Hot'. Which automation tool is most appropriate for this requirement?

A sales manager wants to see a dashboard component showing the total opportunity amount by stage for their team. However, they should only see data for opportunities they have access to through the role hierarchy. What dashboard setting should be configured?

Universal Containers has a custom object called Project__c with a lookup relationship to Account. When an Account is deleted, all related Project records should also be deleted. How can an administrator configure this?

A support team uses Live Agent to chat with customers. Management wants to ensure that when agents are chatting with customers, their Salesforce status automatically changes to 'Busy' to prevent new case assignments. What feature should be configured?

An administrator has created a custom report type but users cannot find it when creating new reports. What is the most likely cause?

A company wants to track email interactions with customers directly within Salesforce. Sales reps use Outlook for email. Which solution allows reps to log emails to Salesforce records and see Salesforce data within Outlook?

An administrator needs to grant a group of external consultants access to specific Accounts and Opportunities for a 3-month project without giving them full licenses. What is the most cost-effective solution?

A marketing team wants to prevent duplicate Leads from being created when the same email address already exists in the system. What should an administrator implement?

An administrator created a Flow that updates related Opportunity records when an Account field changes. Users report that sometimes the Flow works and sometimes it doesn't. The Flow is set to run when a record is updated. What is the most likely issue?

A sales team wants to collaborate on deals by mentioning team members in Opportunity records. What feature should be enabled to allow users to use @ mentions and see activity updates?

An administrator wants to create a custom report type that shows Accounts and their related Opportunities, but only wants to include Accounts even if they have no Opportunities. What should the administrator configure?

A sales manager wants to receive an email notification when any Opportunity in their team reaches the Negotiation stage with an amount greater than $100,000. What automation tool is most appropriate for this requirement?

A company uses a custom object called Projects. The administrator needs to ensure that when a Project record is deleted, all related Task records are also deleted, but related Contact records should remain. How should this be configured?

An administrator needs to allow external users to submit and view their own cases without accessing other customer data. What is the recommended solution?

A company has a requirement that the Status field on Cases should automatically change from 'New' to 'In Progress' when a user adds a Case Comment. Which automation approach should be used?

What is the maximum number of records that can be mass transferred using the standard Transfer Records feature for Accounts in Salesforce?

A sales team wants to track competitor information on Opportunities. The administrator needs to allow users to select multiple competitors per Opportunity and track additional details like competitor strength. What is the best solution?

An administrator is troubleshooting why a user cannot see a custom button on the Account page layout. The button is added to the layout, and the user has Read access to Accounts. What could be the issue?

A company wants to ensure that the Billing Address on an Account automatically copies to the Shipping Address whenever the Billing Address is changed, but only if the Shipping Address is currently blank. What should the administrator create?

Users report that they cannot find recently created records when using Global Search. The records are visible when navigating through related lists. What is the most likely cause?

An administrator needs to create a dashboard that shows data from multiple reports with different source objects. The dashboard needs to be accessible to users who have different levels of data visibility. What should the administrator consider when creating this dashboard?

A sales manager wants to ensure that when an Opportunity stage is changed to 'Closed Lost', users must fill in the 'Loss Reason' field before saving. What is the most efficient way to accomplish this requirement?

Universal Containers has a custom object called Project__c that has a lookup relationship to Account. They want to prevent users from deleting an Account if there are any related Project records. What should the administrator do?

A support team wants to automatically assign incoming Cases to specific queues based on the Case Origin. Web-originated cases should go to the Web Queue, while Email-originated cases should go to the Email Queue. What automation tool should the administrator use?

An administrator created a new custom field on the Opportunity object but users report they cannot see it on their page layouts. The administrator verified the field is on the page layout. What should the administrator check next?

A company uses a Screen Flow to collect information from users before creating a new record. The flow contains multiple screens and decision elements. Users report that when they encounter an error on the final screen, they lose all the information they entered. What feature should the administrator enable to address this issue?

Universal Containers wants to track the total value of all related Opportunities on each Account, but only for Opportunities that are in the 'Negotiation' or 'Proposal' stages. What is the best approach to accomplish this?

A sales team uses Chatter to collaborate on deals. The team wants to ensure that when an Opportunity reaches the 'Proposal' stage, a Chatter post is automatically created on the Opportunity record to notify all followers. What should the administrator configure?

An administrator needs to mass update 50,000 Account records to change the Industry field based on complex criteria involving multiple related objects. The update needs to happen outside business hours to avoid performance impact. What is the recommended approach?

A company wants to give a group of users the ability to view all Cases in the organization but only edit Cases they own. The organization-wide default for Cases is set to Private. What should the administrator do to meet this requirement?