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Ursa Major Solar classifies its accounts as Silver, Gold, or Platinum Level. When a new case is created for a Silver or Gold partner, it should go to the Regular Support Queue. When an account is Platinum Level, it should automatically go to the Priority Support Queue. What should a Platform Administrator use to achieve this?
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B
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Explanation
Case Assignment Rules are the standard Salesforce tool for automatically routing cases to specific users or queues based on record criteria. A single assignment rule can contain multiple "Rule Entries" processed in a specific order. To meet this requirement, the Platform Administrator would create a rule with two entries: one that checks if the Account's "Level" field equals "Platinum" and routes it to the Priority Support Queue, and another that checks if the level is "Silver" or "Gold" and routes it to the Regular Support Queue. This automation happens the moment the case is created, ensuring that high-value customers receive immediate attention from the appropriate team. Escalation Rules (Option A) are used to move a case after it has been sitting for a period of time, not for initial routing. Workflow Rules (Option D) are a legacy tool that cannot natively assign cases to queues in the same direct manner as Assignment Rules. |
Universal Containers wants to track all stakeholders involved in its sales opportunities to ensure proper relationship management. Sales reps need to identify who has decision-making authority, who influences the buying process, and who serves as the primary contact for each deal. Which feature should a Platform Administrator configure to meet this requirement?
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D
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Explanation
Opportunity Contact Roles allow sales reps to link multiple Contacts to a single Opportunity and assign a specific "Role" to each, such as "Decision Maker," "Influencer," or "Economic Buyer." This provides the visibility needed to understand the "buying committee" for a deal. It also allows for the designation of a "Primary Contact." Opportunity Teams (Option A) are used to track internal staff working the deal. Account Teams (Option B) track collaboration at the account level but are not deal-specific. Standard fields (Option C) are insufficient for tracking a "one-to-many" relationship between an opportunity and multiple contacts with unique roles. Contact Roles are the standard feature designed exactly for stakeholder management in the sales process. |
A new agent is being developed to help customer service reps process customer requests for a replacement product. The agent needs to call an action that takes two inputs:
productId: An 18 character ID for the product being replaced
reasonCode: A three-digit code representing the reason for the replacement
Which set of agent instructions should a Platform Administrator use for these inputs, according to best practices for Agentforce instructions?
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D
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Explanation
Effective Agentforce instructions must be explicit about the data format, the source of the data, and the requirements for the input. Option D is the best choice because it provides the most detail for the Large Language Model (LLM). It specifies the format (18 character ID / three-digit code), the source (conversation history or user input), and the logic/dependency (required only when the product ID is present). This level of detail prevents the agent from guessing or providing incomplete data to the underlying Salesforce action. Options A and C are too vague and could lead to errors. Option B is better but lacks the explicit "Required" tag and format details found in Option D. High-quality instructions act as a contract between the agent's natural language understanding and the structured data requirements of the Salesforce system. |
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Find answers to the most common questions about the Salesforce ADM-201 exam, including what it is, how to prepare, and how it can boost your career.
The Salesforce ADM-201 certification is a globally-acknowledged credential that is awarded to candidates who pass this certification exam by obtaining the required passing score. This credential attests and validates the candidates' knowledge and hands-on skills in domains covered in the Salesforce ADM-201 certification syllabus. The Salesforce ADM-201 certified professionals with their verified proficiency and expertise are trusted and welcomed by hiring managers all over the world to perform leading roles in organizations. The success in Salesforce ADM-201 certification exam can be ensured only with a combination of clear knowledge on all exam domains and securing the required practical training. Like any other credential, Salesforce ADM-201 certification may require periodic renewal to stay current with new innovations in the concerned domains.
It's the foundational certification for those who want to prove their skills in managing and configuring Salesforce. This exam validates a candidate's knowledge of the standard Salesforce features, user management, security settings, automation tools, and data management.
The difficulty is subjective and depends on your experience. Most people find it challenging but manageable with dedicated study and hands-on practice. It's not a memory-based test; it's a scenario-based exam that requires you to apply your knowledge to real-world business problems.
The ADM-201 exam is broken down into specific topic areas with varying weights. Some of the most important topics include:
Organizational Setup (e.g., company settings, fiscal year)
User Setup (e.g., creating users, freezing vs. deactivating)
Security and Access (e.g., profiles, permission sets, OWDs, sharing rules)
Standard and Custom Objects (e.g., fields, relationships, page layouts)
Automation (e.g., Flow, Process Builder, Workflow Rules)
Data Management (e.g., Data Loader, Data Import Wizard)
Yes, you can take the ADM-201 exam online with a proctor or at a physical testing center. The online proctored exam is flexible and can be taken from home, but it requires a stable internet connection and a quiet environment.
The ADM-201 exam consists of 60 multiple-choice and multiple-select questions, with five non-scored questions that are used for testing new content. You have 105 minutes to complete the exam. The passing score is 65%.
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