Pass TVB-201 Exam Latest Practice Questions Updated on Oct 14, 2023
Salesforce TVB-201 Study Guide Archives
Salesforce TVB-201 certification exam is ideal for individuals who are new to Salesforce administration and are looking to enhance their skills and knowledge in this field. TVB-201 exam covers a wide range of topics, including data management, security, automation, and reporting. It is a comprehensive exam that tests the knowledge and understanding of the Salesforce platform.
NEW QUESTION # 105
Northern Trail Outfitters (NTO) has deployed my domain. The Chief Marketing Officer wants to make sure that all of the Salesforce users log in using the branded login URL. There needs to be a grace period for the user's bookmarks to be updated.
How should the administrator configure the policies in my domain settings?
- A. Set the login policy to prevent login from https://login.salesforce.com
- B. Set the redirect policy to Redirect with a warning to the same page within the domain.
- C. Set the Redirect policy to Do Not redirect.
- D. Set the login policy to require login from https://nto.my.salesforce.com
Answer: B
Explanation:
To make sure that all of the Salesforce users log in using the branded login URL after deploying my domain, and give them a grace period for updating their bookmarks, the administrator should set the Redirect policy to Redirect with a warning to the same page within the domain. This will redirect users who try to log in from https://login.salesforce.com or another domain to https://nto.my.salesforce.com, and show them a warning message that they need to update their bookmarks. Setting the Login policy or preventing login from https://login.salesforce.com will not redirect users or give them a warning. Filtering with Form Factor will not affect login URL. Reference: https://help.salesforce.com/s/articleView?id=sf.domain_mgmt_redirect.htm&type=5
NEW QUESTION # 106
Northern Trail Outfitters converts support requests submitted through its website with web-to-case. The support team wants an email automatically sent to the customer containing the password reset instructions when the case subject contains the words 'forgot" and 'password".
What should the administrator configure to meet this requirement?
- A. Omni-Channel
- B. Escalation rule
- C. Auto-response rule
- D. Email-to-case
Answer: C
NEW QUESTION # 107
Under which three conditions should a validation rule be used to prevent invalid data?
Choose 3 answers
- A. When records are deleted by a user.
- B. When records are edited and saved by a user.
- C. When records are updated by a workflow rule
- D. When records are submitted using web -to -lead.
- E. When records are imported.
Answer: A,C,E
NEW QUESTION # 108
Ursa Major Solar has a path on Case. The company wants to require its users to follow the status values as they are on the path. Agents
should be prohibited from reverting the Case back to a previous status.
- A. Validation Rules
- B. Predefined Field Values
- C. Global Value Picklists
- D. Dependent Picklists
Answer: A
NEW QUESTION # 109
Users at Universal Containers would like to visually see the sales stages on an Opportunity page. The administrator is configuring path for Opportunities.
Which is an important consideration for path configuration?
- A. Path can include guidance and key fields for each stage.
- B. The Owner field can be edited in the key fields Panel.
- C. Celebrations are unable to be added to a path.
- D. Kanban views for Path must be configured manually.
Answer: A
NEW QUESTION # 110
Previous Ursa Major Solar sales representatives worked on approximately 100 accounts with billing address in Californi
a. ... retain viewing and editing access to these accounts for 1-3 months. An administrator needs to easily provide view and ... access accounts.
What should the administrator do to achieve this goal?
- A. Configure a new profile for these users with criteria based on billing state equals California.
- B. Configure a new account folder for these users with criteria based on billing state equals California.
- C. Configure a new account sharing rule for the sales Rep profile with criteria based on billing state equals California.
- D. Configure a new account sharing rule for these users with criteria based on billing state equals California.
Answer: B
NEW QUESTION # 111
Northern Trail Outfitters wants to calculate how much revenue has been generated for each of its
marketing campaigns.
How should an administrator deliver this information?
- A. Design a standard Campaign report and add the value Won Opportunities in Campaign field.
- B. Add a Total Value Field on campaign and use a workflow rule to update the value when an opportunity is won.
- C. Perform periodic data job to update campaign records.
- D. Create a roll-up summary field on Opportunity to Campaign.
Answer: A
NEW QUESTION # 112
An administrator at Universal Containers needs a simple way to trigger an alert to the director of
sales when opportunities reach an amount of $500,000.
What should the administrator configure to meet this requirement?
- A. Key Deals component on the homepage
- B. Set up Big Deal Alerts for the amount.
- C. Enable Opportunity Update Reminders
- D. Opportunity warning in Kanban View.
Answer: B
NEW QUESTION # 113
An administrator at Cloud Kicks is building a flow that needs to search for records that meet
certain conditions and store values from those records in variable for use later in the flow.
What flow element should the administrator add?
- A. Assignment
- B. Update Records
- C. Get Records
- D. Create Records
Answer: C
NEW QUESTION # 114
Universal container has a contact Lightning record Page with a component that shows LinkedIn dat a. The sales team would like to only show this component to sales users when they are on their mobile phones.
Choose 2 Answers.
- A. Filter the component visibility with view = Mobile/Tablet.
- B. Filter the component visibility with User > Role > Name = Sales User.
- C. Filter the component visibility with Form Factor = phone
- D. Filter the component visibility with User > Profile > name = sales User.
Answer: A,C
NEW QUESTION # 115
The events manager at dream house realty has a hot lead from a successful open house that needs to become a contact with an associated opportunity.
How should this be accomplished from the campaign keeping the associated campaign member history?
- A. Convert the lead from the campaign member detail page.
- B. Clone the lead and convert the cloned record to a contact.
- C. Delete the lead and create a new contact and opportunity.
- D. Add a contact from a campaign member detail page.
Answer: A
Explanation:
To create a contact and an opportunity from a lead that is associated with a campaign, and keep the campaign member history, the administrator should convert the lead from the campaign member detail page. This will automatically create a contact, an account, and an opportunity that are linked to the campaign. Deleting, cloning, or adding a contact will not preserve the campaign member history. Reference: https://help.salesforce.com/s/articleView?id=sf.campaigns_leads.htm&type=5
NEW QUESTION # 116
At Universal Containers, there is a custom field on the Lead named Product Category. Management wants this information to be part of the Opportunity upon lead conversion.
What action should the administrator take to satisfy the request?
- A. Map the lead custom field to the product's product category field.
- B. Create a workflow to update Opportunity fields based on the lead.
- C. Configure the product categories picklist field on the product.
- D. Create a custom field on the Opportunity and map the two fields.
Answer: D
NEW QUESTION # 117
Universal Containers wants to create a new sales team that focuses exclusively on small to medium
business customers. This group will track information with the same fields and picklist values but will
have 2 new options on Stage field. How should the system administrator accomplish this task?
- A. Create a new Record type and a new sales process.
- B. Create a new Record Type.
- C. Create a new Record type and a page layout.
- D. Create a new Sales process.
Answer: D
NEW QUESTION # 118
Cloud Kicks need to be able to show different picklist values for sales and marketing users.
Which two options will meet this requirement?
Choose 2 answers
- A. One page layout, two record types, one picklist
- B. Two page layouts, one record type, two picklists
- C. Two permission sets, one record type, one picklist
- D. One record type, two profiles, one picklist
Answer: A,D
Explanation:
To show different picklist values for sales and marketing users, you can either use record types or profiles. Record types allow you to have different picklist values for different page layouts assigned to different profiles. Profiles allow you to restrict picklist values based on user permissions.
NEW QUESTION # 119
An administrator needs to create a one-to-many relationship between two objects with
limited access to child records.
What type of field should the administrator use?
- A. Lookup field
- B. Cross Object formula
- C. Master-detail field
- D. Roll-up summary
Answer: C
NEW QUESTION # 120
Universal Containers has a private sharing model for Opportunities and uses Opportunity teams. Criteria-based sharing rules a sales rep at Universal Containers leaves the company and their user record is deactivated. The rep is later rehired in V administrator activates the old user record. The user is added to the same default Opportunity teams but h no longer able records the user worked on before leaving the company.
What is the likely cause?
- A. The record type of the Opportunity records was changed.
- B. Permission sets were removed when the user was deactivated.
- C. The stage of the Opportunity records was changed to closed lost.
- D. The records were manual shared with the user.
Answer: D
Explanation:
The likely cause for why a rehired user is no longer able to access records they worked on before leaving the company is that the records were manually shared with the user. Manual sharing allows granting access to individual records to specific users or groups. However, manual sharing is removed when a record owner changes or when a user's role changes. When a user is deactivated, their role is removed and any manual sharing involving that user is deleted. When a user is reactivated, their role is restored but manual sharing is not. Therefore, the rehired user will not have access to records that were manually shared with them before deactivation. The stage of Opportunity records, permission sets, or record type of Opportunity records are not likely causes for why a rehired user is no longer able to access records they worked on before leaving the company. Reference: https://help.salesforce.com/s/articleView?id=sf.sharing_manual.htm&type=5
NEW QUESTION # 121
Cloud Kicks wants users to only be able to choose Opportunity stage closed won if the Lead source has been selected.
How should the administrator accomplish this goal?
- A. Configure a validation rule requiring Lead Source when the stage is set to closed won.
- B. Modify the Opportunity stage a dependent picklist to the Lead source field.
- C. Change the Opportunity stage field to read only on the page layout.
- D. Make Lead Source a dependent picklist to the Opportunity stage field.
Answer: A
Explanation:
Validation rules allow you to enforce data quality by preventing users from saving records that do not meet certain criteria.
NEW QUESTION # 122
The VP of sales at DreamHouse Realty has requested a dashboard to visualize enterprise sales across the different teams. The key piece of data is the total of all sales for the year and the progress to the enterprise sales goal.
What dashboard component will effectively show this number and the proximity to the total goal as a single value?
- A. Table
- B. Gauge
- C. Donut
- D. Stacked Bar
Answer: B
NEW QUESTION # 123
Cloud Kicks want to have consistency when communication with customers on cases. The company has requested messages to be sent in an email channel with categories to help search for the proper message.
Which Solution Should be administrator suggest to meet this requirement?
- A. Prebuilt Quick Texts
- B. Prebuilt Auto-Responses.
- C. Prebuilt Email Templates.
- D. Prebuilt Flow Templates.
Answer: C
Explanation:
Prebuilt email templates are email templates that have been created and provided by Salesforce for common use cases such as sending welcome messages, confirmation emails, etc. They can be used by Cloud Kicks to have consistency when communicating with customers on cases via email channel with categories to help search for the proper message. Prebuilt email templates can be accessed from the email action in the case feed or from the email composer in Lightning Experience. They can also be filtered by category to find the most relevant template for each case. Prebuilt quick texts, prebuilt flow templates, and prebuilt auto-responses are not solutions for having consistency when communicating with customers on cases via email channel; they are used for different purposes such as inserting common phrases, creating guided processes, or sending automated replies. Reference: https://help.salesforce.com/s/articleView?id=sf.email_templates_prebuilt.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.email_templates_use.htm&type=5
NEW QUESTION # 124
Cloud Kicks has a Customer success agent going on leave and needs to change ownership on multiple
cases.
Which two users are able to fulfill this request?
Choose 2 answers
- A. A user with the Manage Cases Permission
- B. A user with Read Permission on account.
- C. A user with manager role above the agent.
- D. A user with the System Administrator profile.
Answer: A,D
NEW QUESTION # 125
Cloud Kicks has a custom object called Shipments. The Company wants to see all the
shipment items from an Account page. When an Account is deleted, the shipments should remain.
What type of relationship should the administrator make between Shipments and Account?
- A. Accounts should have a master-detail to Shipments.
- B. Shipments should have a master-detail to Accounts.
- C. Shipments should have a lookup to Account.
- D. Accounts should have a lookup to Shipments.
Answer: C
NEW QUESTION # 126
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