Practice Exam: Salesforce Certified Administrator (ADM-201) - Spring 2026

Question 1

Universal Containers has a process where when an Opportunity is created with an amount greater than $500,000, a Discount Approval record must be automatically created, the Opportunity assigned to a special review queue, and a notification sent to the VP of Sales. What is the best declarative solution?

Accepted Answer

A Record-Triggered Flow with multiple create, update, and notification actions

Answer

Three independent Workflow Rules, one for each required action

Answer

An Approval Process with initial approval actions configured

Answer

A combination of assignment rule and escalation rule

Question 2

A Salesforce administrator needs to configure data access for a global organization. Organization-Wide Defaults for Account are set to "Private". EMEA sales reps need to view APAC region Accounts without editing them. They should not see Americas region Accounts. What combination of features is most appropriate?

Accepted Answer

Create a criteria-based sharing rule sharing APAC Accounts as read-only with the EMEA public group

Answer

Change Organization-Wide Defaults to "Public Read Only" and use restriction rules

Answer

Create a Permission Set granting read access to APAC Accounts

Answer

Move EMEA reps to a higher role in the hierarchy above APAC

Question 3

DreamHouse Realty uses Lightning Experience and needs that when an agent updates the "Property Status" field from "Available" to "In Negotiation" on the custom object Property__c, a date field "Negotiation_Start_Date__c" is automatically updated with the current date. What is the best solution?

Accepted Answer

Before-save Record-Triggered Flow that updates the date field

Answer

Apex Trigger detecting the field change

Answer

Formula field using the TODAY() function

Answer

Validation rule forcing the user to enter the date

Question 4

An administrator needs to create a report showing total revenue per quarter for each sales rep, with the ability to drill down from annual to quarterly to monthly level. The report must be groupable by Opportunity owner and by close date. What report type should they use?

Accepted Answer

Matrix report type

Answer

Summary report type

Answer

Joined report type

Answer

Tabular report type

Question 5

Cloud Kicks requires that sales reps can only see the "Profit Margin" and "Net Revenue" fields on the Opportunity object if they have a specific Permission Set called "Financial Data" assigned. Sales managers should be able to view and edit them. What are the correct steps to configure this requirement? (Select 2)

Accepted Answer

Answer

Create a Permission Set Group combining view and edit permissions for managers

Answer

Set field-level security as hidden for those fields on the reps' base profile

Answer

Create a sharing rule that includes the financial fields

Answer

Create the "Financial Data" Permission Set with read-only access to the fields for reps

Answer

Remove the fields from all Page Layouts assigned to reps

Question 6

AW Computing has a custom object "Project Request" with a status field going through phases: Draft → Submitted → In Review → Approved → Completed. The company needs the transition from "Submitted" to "In Review" to require department director approval, and from "In Review" to "Approved" to require CFO approval. What should the administrator configure?

Accepted Answer

An approval process with multiple steps that advances the status automatically

Answer

Two sequential approval processes with different entry criteria

Answer

Validation rules preventing status changes without prior approval

Answer

A Record-Triggered Flow with pause elements waiting for approval

Question 7

An administrator is creating a Dashboard for the sales director. The dashboard should show Opportunities from ALL reps, not just the director's. Currently, when the director views the dashboard, it only shows their own Opportunities. What configuration should the administrator change?

Accepted Answer

Set the dashboard to run as a specific user with visibility to all Opportunities

Answer

Add a security filter to the dashboard to include all Opportunities

Answer

Check the "View dashboard as another user" checkbox in the profile settings

Answer

Change Opportunity Organization-Wide Defaults to Public Read Only

Question 8

Ursa Major Solar needs to implement a solution where Premium customer Cases receive a different custom automated email response than Standard customer Cases. Both responses must be sent immediately when the Case is created from Email-to-Case. What should the administrator configure?

Accepted Answer

An auto-response rule with multiple rule entries based on customer type criteria

Answer

A Screen Flow asking the agent which template to send

Answer

Two Record-Triggered Flows with different email templates based on customer type

Answer

Two escalation rules with email notification actions

Question 9

An administrator needs to implement Dynamic Forms on the Account record page to show the "Billing Information" section only when the "Account Type" field is "Customer". What are the two necessary steps to achieve this? (Select 2)

Accepted Answer

Answer

Migrate fields from Page Layout to Lightning Record Page using the "Upgrade Now" option

Answer

Create a new Page Layout specifically for Customer type Accounts

Answer

Enable Dynamic Forms from the Account object settings in Setup

Answer

Create a validation rule that hides the section when type is not Customer

Answer

Set a component visibility filter on the section with criteria Type = Customer

Question 10

Get Cloudy Consulting needs that when a Lead is converted, if an Account with the same company name already exists, the Contact is associated to that existing Account instead of creating a duplicate. Also, if a Contact with the same email exists, it should be updated instead of creating a new one. What native functionality covers both requirements during Lead conversion?

Accepted Answer

The standard Lead conversion functionality that allows selecting existing records

Answer

Before-save Flow on the Lead object searching for duplicates before converting

Answer

Data Loader with upsert operation using External ID

Answer

Matching Rules and Duplicate Rules configured for Accounts and Contacts

Practice Exam: Salesforce Certified Administrator (ADM-201) - Spring 2026

Explanation

Automation with Record-Triggered Flows

Official Documentation