salesforce administrator practice test Practice Exam: Test Your Knowledge 2025

A Salesforce administrator needs to restrict access to certain fields on the Account object based on user profiles. Some users should only be able to view the Annual Revenue field, while others should be able to edit it. What is the most efficient way to implement this requirement?

Universal Containers wants to ensure that when an Opportunity reaches the 'Closed Won' stage, the Account's Rating field is automatically updated to 'Hot'. Which automation tool is best suited for this requirement?

An administrator needs to create a custom object to track company assets. The Asset records should be associated with Accounts, and when an Account is deleted, all related Asset records should also be deleted. What type of relationship should be created?

A sales manager wants to view a report that shows the total value of all Opportunities grouped by Stage and Owner. The report should calculate the sum of the Amount field. What report format should the administrator use?

Universal Containers has a private sharing model for Cases. A support manager needs to grant temporary access to a specific Case to an engineer from another team who doesn't normally have access. What is the best way to accomplish this?

An administrator creates a new custom Lightning Record Page for Opportunities. After activation, some users report they cannot see the new page. What is the most likely cause?

A company wants to prevent users from converting Leads unless the Lead Status is 'Qualified' and the Email field is populated. What should the administrator configure?

Universal Containers uses a support process where Cases must go through multiple approval stages. If a Case is rejected at any stage, it should go back to the previous stage for revision. What automation feature best supports this requirement?

An administrator needs to import 50,000 Account records from a legacy system. The import file contains duplicate Account names. What tool should be used to prevent duplicate records from being created during the import?

A Service Manager wants support agents to see suggested Knowledge Articles when they are working on Cases, based on the Case Subject. What feature should the administrator enable?

A company has a custom object called Projects with a Master-Detail relationship to Accounts. They want to display a count of all related Projects on the Account record. How can this be accomplished declaratively?

An administrator needs to give a group of users the ability to view and edit all Accounts, regardless of ownership, but without changing their profile. What is the most appropriate solution?

A sales representative wants to track emails sent to customers directly from Outlook and have them automatically logged in Salesforce. What should the administrator set up?

Universal Containers wants to ensure that certain fields on the Opportunity object are always populated before the Opportunity can move to the 'Negotiation' stage. What is the best way to enforce this requirement?

An administrator accidentally deleted a custom field that was used in several reports and dashboards. The field was deleted 10 days ago. What can the administrator do to recover the field and its data?

A company wants to create a dynamic dashboard that shows different data to different users based on their role, without creating multiple dashboards. What dashboard feature should be used?

An administrator needs to ensure that when a Case is closed, a follow-up Task is automatically created and assigned to the Case Owner for a customer satisfaction survey. The Task should be due 3 days after the Case closure. What is the most efficient way to implement this?

A company has 200 user licenses and wants to allow 50 external partners to access specific Opportunity information without consuming full user licenses. What type of user license should the administrator assign to the partners?

Universal Containers needs to track customer support interactions across multiple channels (email, phone, chat) in a unified way. Which Service Cloud feature should the administrator implement?

An administrator created a new custom report type to include Accounts with their related Opportunities and Opportunity Products. Users report that some Accounts are missing from reports using this custom report type, even though they have access to view those Accounts. What is the most likely cause?