The Advanced Administrator exam is designed to test your Salesforce knowledge and is designed for experienced Administrators. Give this 20 question Quiz a go to see if you can beat the Salesforce pass mark of 65%. If you need some revision guidance before you take the quiz, why not try my Advanced Administrator Guide & Tips.
Salesforce Advanced Administrator Quiz
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Question 1 of 23
1. Question
SFB Consulting have set their Sales users profiles to read only on cases. But they have recently created a sharing rule that grants all sales users write access. What is true about the sales users level of access?
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Question 2 of 23
2. Question
How can Accounts be added to Territories?
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Question 3 of 23
3. Question
A custom object called Deliveries is created with a Master-detail relationship to Opportunities. Which report type is created?
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Question 4 of 23
4. Question
What can Delegated Administrators NOT do?
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Question 5 of 23
5. Question
What is NOT a feature of Custom Report Types?
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Question 6 of 23
6. Question
How do you create an Exception Report?
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Question 7 of 23
7. Question
What Publisher Action cannot be Global?
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Question 8 of 23
8. Question
Which feature should NOT be used if SFB Industries to validate data being entered via an API?
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Question 9 of 23
9. Question
What permissions do you need to merge Leads?
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Question 10 of 23
10. Question
How should a Workflow issue be properly monitored and Debugged?
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Question 11 of 23
11. Question
What is NOT a feature of Content Delivery?
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Question 12 of 23
12. Question
Can Google Docs can be added to Salesforce CRM Content?
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Question 13 of 23
13. Question
What is an Article Type?
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Question 14 of 23
14. Question
What are the three types of visibility with Data Categories?
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Question 15 of 23
15. Question
Which feature is required to use Territory Management?
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Question 16 of 23
16. Question
Which text formula is correct to assign a value based on a custom lead field?
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Question 17 of 23
17. Question
Roll-up Summary Fields work with Opportunity Line Items to Opportunities?
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Incorrect
Question 18 of 23
18. Question
A Sales Manager does not have edit access on accounts. However, a user below them in the role hierarchy does have edit access. Do they inherit this access?
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Incorrect
Question 19 of 23
19. Question
Territory Management can set access to which objects?
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Question 20 of 23
20. Question
When setting up a Workflow rule with a field update, you realise that some users may not have access to the field in question due to Field Level Security. What will happen if a user who cannot see this field triggers the Workflow rule?
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Question 21 of 23
21. Question
SFB Industries are onboarding a large amount of users onto their Salesforce Org over the coming months. They would like their Sales Managers to set up new users and edit them when appropriate, to take the pressure off the Administrators. How can you best enable them to do this?
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Question 22 of 23
22. Question
Some users across the business in various departments need the ability to export reports with the relevant permission. Which feature will best grant access to these users?
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Question 23 of 23
23. Question
SFB Industries needs to use two Custom Objects, Shipments & Shipment items. Every time a Shipment item is marked as packed, it needs to trigger a field update on the master shipment record. What kind of relationship and feature needs to be present for this to work?
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33 thoughts on “Certified Advanced Administrator Quiz”
Can you please explain this question: SFB Consulting have set their Sales users profiles to read only on cases. But they have recently created a sharing rule that grants all sales users write access. What is true about the sales users level of access?
1. They can only edit cases if they are the owner of the account
2. They cannot edit cases
3. They can only edit cases if they are the owner of the case
4. They can edit cases
Answer is “They cannot edit cases”
When dealing with permissions and sharing, the most restrictive permission wins. Because the sales profile has read-only, creating a sharing rule will not enable them to edit cases.
I do not agree with this answer. If you think of Salesforce security, it starts with the most restrictive and access can be opened up with the Role Hierarchy, Sharing Rules, Teams and Manual Sharing. This is directly from the Aministration Essentials for Experienced Admins training manual. I believe the correct answer is “They can edit cases”.
Hi Robin, while you are correct in saying that the most permissive wins with sharing. When dealing with object level settings the most restrictive wins, “The permissions on a record are always evaluated according to a combination of object-level, field-level, and record-level permissions.
When object-level permissions conflict with record-level permissions, the most restrictive settings win.”. You can read more here – https://trailhead.salesforce.com/en/modules/data_security/units/data_security_records
Kevin
Thank you for this question and explanation! I had to test this out myself to fully understand it.
I created a profile with “Read” access on the “Case” object.
I created a Sharing Rule with “Read/Write” access to “Case” object based on certain criteria
The end result was that I had visibility to more Case records but I was only able to see them (“Read” access from the profile) and was not able to edit.
So, to Robin, it does open up access in regards to record visibility but does not add additional functionality for the user to perform on those records. The user is only able to see more case records within the org but only at a Read level.
question on “when opportunity reaches certain amount, then a new fields need to be available” answer includes field update… what field is being updated in this scenario… having hard time understanding this… can you please explain? Thank you.
Kendall
I took the quiz twice. First time around for the question:
What can Delegated Administrators NOT do?
I chose, “Create Profiles.” It was marked as wrong and said that “Log In as Another User” was correct. Second time around, I chose “Log in as Another User”, it said “Create Profiles” was correct.
For the question “A custom object called Deliveries is created with a Master-detail relationship to Opportunities. Which report type is created?”, it’s a bit vague as to which object is the Master.
For the Question: SFB Industries needs to use two Custom Objects, Shipments & Shipment items. Every time a Shipment item is marked as packed, it needs to trigger a field update on the master shipment record. What kind of relationship and feature needs to be present for this to work?
The cross object formula field works when you want to get a value from master to the child and not the other way around. Can you please check and confirm.
This is really vague, as the question itself has no mention specifically a workflow rule was involved. This task can also be achieved via PB flow, but with PB flow, the relationship can be either lookup or master-detail, to my understanding. I think the question needs to be refined, or it would create confusion.
Is the answer that you have for the question ‘Which feature is required to use Territory Management?’ wrong?? You have ‘Customizable Forecasting’ as the answer yet accoridng to this SF Help doc ‘https://help.salesforce.com/articleView?id=tm2_enable_tm2.htm&language=en_US&type=0’ Customizable Forecasting is NOT allowed!
The correct answer is actually on the page layout. This is because if you make a field required via the page layout, it ONLY validates when you are physically editing via the front end GUI, not the backend API.
A Sales Manager does not have edit access on accounts. However, a user below them in the role hierarchy does have edit access. Do they inherit this access?
Role hierarchy do not overwrite profile permissions. If the Sales manager does not have edit access on their profile, then role hierarchies cannot grant this. Only profiles and permission sets can grand this.
Question: Territory Management can set access to which objects?
Can you please explain how the answer to this is Accounts, Contacts, Cases and Opportunities.
How can Territory management be used to assign Territories to Cases and access configuration (like read-write or is it just visibility to record) ?
Account is a lookup ref on Cases.
Contact has Master-detail relationship with Account, hence Territories can get visibility to Contacts via Inheritance. Similarly with Opportunities. I thought the ans. was Accounts, Contacts and Opportunities (assuming by access, you meant visibility to record and not fine-grained read/read-write access).
Great questions!
The question “Roll-up Summary Fields work with Opportunity Line Items to Opportunities?”
First time around I answered “True” – thinking there might be an object called Opportunity Line Item, but got it wrong. Second time I answered “False” and still got it wrong. 🙂 Could you please explain. Thanks.
Jennifer Wisner
Can you please explain this question: SFB Consulting have set their Sales users profiles to read only on cases. But they have recently created a sharing rule that grants all sales users write access. What is true about the sales users level of access?
1. They can only edit cases if they are the owner of the account
2. They cannot edit cases
3. They can only edit cases if they are the owner of the case
4. They can edit cases
Answer is “They cannot edit cases”
Thanks!
Ben McCarthy
Hi Jennifer,
When dealing with permissions and sharing, the most restrictive permission wins. Because the sales profile has read-only, creating a sharing rule will not enable them to edit cases.
Hope this helps!
Robin Fortney
I do not agree with this answer. If you think of Salesforce security, it starts with the most restrictive and access can be opened up with the Role Hierarchy, Sharing Rules, Teams and Manual Sharing. This is directly from the Aministration Essentials for Experienced Admins training manual. I believe the correct answer is “They can edit cases”.
Ben McCarthy
Hi Robin, while you are correct in saying that the most permissive wins with sharing. When dealing with object level settings the most restrictive wins, “The permissions on a record are always evaluated according to a combination of object-level, field-level, and record-level permissions.
When object-level permissions conflict with record-level permissions, the most restrictive settings win.”. You can read more here – https://trailhead.salesforce.com/en/modules/data_security/units/data_security_records
Kevin
Thank you for this question and explanation! I had to test this out myself to fully understand it.
I created a profile with “Read” access on the “Case” object.
I created a Sharing Rule with “Read/Write” access to “Case” object based on certain criteria
The end result was that I had visibility to more Case records but I was only able to see them (“Read” access from the profile) and was not able to edit.
So, to Robin, it does open up access in regards to record visibility but does not add additional functionality for the user to perform on those records. The user is only able to see more case records within the org but only at a Read level.
Hope this helps because it helped me!
Bill Powell
#18 the grammar is incorrect and is questionable for the answer
Ben McCarthy
Hi Bill, which question was this? The questions are randomised each time.
Oleg Berezhnoy
Probably this one:
“Can Google Docs can be added to Salesforce CRM Content?”
Oleg Berezhnoy
Probably this one:
“Can Google Docs can be added to Salesforce CRM Content?”
Kendall Warsaw
question on “when opportunity reaches certain amount, then a new fields need to be available” answer includes field update… what field is being updated in this scenario… having hard time understanding this… can you please explain? Thank you.
Kendall
Leonardo Barbosa
Great questions.. thank you for sharing!
Do have another one with more questions to test my knowledge?
Regards
Karleen Mendoza
I took the quiz twice. First time around for the question:
What can Delegated Administrators NOT do?
I chose, “Create Profiles.” It was marked as wrong and said that “Log In as Another User” was correct. Second time around, I chose “Log in as Another User”, it said “Create Profiles” was correct.
What is the actual correct answer?
CM
For the question “A custom object called Deliveries is created with a Master-detail relationship to Opportunities. Which report type is created?”, it’s a bit vague as to which object is the Master.
Ben McCarthy
Hi,
There is a bit of a hidden meaning here as Opportunities cannot be the child in a master detail relationship!
Amanda
Didn’t know that bit about Opportunities not being able to be a child in a master detail relationship. Nice way to work that in!
Martin Bollarapu
No Standard Object can be on the Detail side.
Siva
Ben,
For the Question: SFB Industries needs to use two Custom Objects, Shipments & Shipment items. Every time a Shipment item is marked as packed, it needs to trigger a field update on the master shipment record. What kind of relationship and feature needs to be present for this to work?
The cross object formula field works when you want to get a value from master to the child and not the other way around. Can you please check and confirm.
Stamen Zdravkov Nikolov
@Ben,
I`m also interested in this quesiton. Could you please have a look and reply!
Ben McCarthy
Hi both,
Field update refers to a workflow rule, a master-detail relationship is required here.
Sabrina Chen
This is really vague, as the question itself has no mention specifically a workflow rule was involved. This task can also be achieved via PB flow, but with PB flow, the relationship can be either lookup or master-detail, to my understanding. I think the question needs to be refined, or it would create confusion.
George
Is the answer that you have for the question ‘Which feature is required to use Territory Management?’ wrong?? You have ‘Customizable Forecasting’ as the answer yet accoridng to this SF Help doc ‘https://help.salesforce.com/articleView?id=tm2_enable_tm2.htm&language=en_US&type=0’ Customizable Forecasting is NOT allowed!
Ben McCarthy
Hi George, I believe that article is refering to Enterprise Territory Management which is a different feature. Here is territory management – https://help.salesforce.com/articleView?id=territories_def.htm&type=0
Tom
For question #12, shouldn’t the correct answer be 2? (Which feature should NOT be used if SFB Industries to validate data being entered via an API?
1. Validation Rules
2. Checking the “Required” box when creating a field.
3. Marking “Required” via the page layout edit page)
Ben McCarthy
Hi Tom,
The correct answer is actually on the page layout. This is because if you make a field required via the page layout, it ONLY validates when you are physically editing via the front end GUI, not the backend API.
Stamen Zdravkov Nikolov
Great question, Ben!
Unknown
A Sales Manager does not have edit access on accounts. However, a user below them in the role hierarchy does have edit access. Do they inherit this access?
Isn’t this should be TRUE
Ben McCarthy
Hi,
Role hierarchy do not overwrite profile permissions. If the Sales manager does not have edit access on their profile, then role hierarchies cannot grant this. Only profiles and permission sets can grand this.
Shanthi P
It is a very good quiz!
Do you have additional practice tests.
Samantha
Great quiz Ben. Failed the first time but that made me look at the questions again and go over my notes to see where I was going wrong.
I have the exam this Friday and you have helped me so much.
Thanks
SFAdm301
Question: Territory Management can set access to which objects?
Can you please explain how the answer to this is Accounts, Contacts, Cases and Opportunities.
How can Territory management be used to assign Territories to Cases and access configuration (like read-write or is it just visibility to record) ?
Account is a lookup ref on Cases.
Contact has Master-detail relationship with Account, hence Territories can get visibility to Contacts via Inheritance. Similarly with Opportunities. I thought the ans. was Accounts, Contacts and Opportunities (assuming by access, you meant visibility to record and not fine-grained read/read-write access).
srinivas
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Helen Sallee
Thank you Ben for great questions and explanations
gin
Great questions!
The question “Roll-up Summary Fields work with Opportunity Line Items to Opportunities?”
First time around I answered “True” – thinking there might be an object called Opportunity Line Item, but got it wrong. Second time I answered “False” and still got it wrong. 🙂 Could you please explain. Thanks.