Salesforce ADM-201 - Certified Administrator - Security Automation Objects Data Reports

By Jamie Foster · Updated Jul 10, 2026

Questions25
Passing Score75%
Format100% Multiple Choice
Sessions Logged2,386
Your progressLog in / Register to track times taken, best score, questions mastered, and coverage on this quiz.
Rating
4.4 (19)

Topics covered

This quiz

Uncategorized25 (100%)

Uncategorized25 questions

Browse more · Report this quiz

Question catalog for this preview

Catalog listing of the 5 preview questions for this quiz.

Question 1

An administrator is building a report to show the number of Closed Won Opportunities by Sales Rep for the current fiscal year, grouped by month. Which Salesforce report type should be used?

Answer choices

  • A. Tabular Report

  • B. Summary Report grouped by Owner Name (rows) and Close Month (columns) with a COUNT or SUM of Amount in the cross-tabular matrix

  • C. Matrix Report with Owner Name as Row Group and Close Month as Column Group, filtered on Stage = Closed Won and Close Date = Current Fiscal Year

  • D. Joined Report combining Opportunities and Users objects

Question 2

An administrator wants to allow a specific group of users to edit Opportunities even when the Opportunity is in a "Locked" state (post-approval process lock). What feature enables this?

Answer choices

  • A. Create a Permission Set granting "Modify All" on Opportunities

  • B. In the Approval Process configuration, add these users to the "Locked Record Edit" list; alternatively, grant the "Modify All Data" system permission which overrides approval locks

  • C. Configure an After-Save Flow to automatically unlock records for these users

  • D. Change the Opportunity sharing settings to Public Read/Write

Question 3

A Salesforce administrator is setting up a new product: Solar Panel Installation. Opportunities for this product must capture different fields than standard Opportunities (e.g., Panel Count, Installation Date, Roof Type). Different stages are also required. What Salesforce feature enables this?

Answer choices

  • A. Create a new Custom Object called "Solar Opportunity"

  • B. Create an Opportunity Record Type for "Solar Installation" with a custom Page Layout showing Solar-specific fields (Panel Count, Installation Date, Roof Type as custom fields), and configure a custom Sales Path with Solar-specific stages in the Opportunity Stage picklist

  • C. Add all Solar fields to the standard Opportunity object and use Profiles to hide non-relevant fields

  • D. Use Field Sets to dynamically show different fields based on user profile

Question 4

An administrator needs to ensure that sales managers can see all records owned by users in their team, while senior sales managers can see records from all teams below them. No sharing rules are needed. What Salesforce security component achieves this?

Answer choices

  • A. Sharing Rules sharing all Sales records to the Management team

  • B. Role Hierarchy: configure a Role Hierarchy with Senior Sales Manager at a higher level than Sales Managers, and Sales Reps at the lowest level; set OWD for Opportunities to "Private"; roles higher in the hierarchy automatically inherit read access to records owned by subordinate roles

  • C. Create Permission Sets for each management level with expanded record access

  • D. Set Opportunity OWD to "Public Read Only" so everyone can see all records

Question 5

A Salesforce administrator wants to ensure that when an Opportunity is Closed Won, the associated Account's "Last Won Opportunity Date" custom field is automatically updated to today's date. The Account is a related record (parent). What is the MOST appropriate declarative solution?

Answer choices

  • A. Create a Workflow Rule on Opportunity with a Field Update action — but note that Workflow cannot update related (parent) record fields

  • B. Create a Record-Triggered Flow on Opportunity that triggers when Stage = "Closed Won," uses a Get Records element to retrieve the related Account, then uses an Update Records element to set the Account's Last Won Opportunity Date = Today

  • C. Ask developers to write an Apex Trigger to update the parent Account

  • D. Use a Roll-Up Summary Field on Account to calculate the last Closed Won date