ADM 211 Administration Essentials for Experienced Admin Exam Answers
The ADM 211: Administration Essentials for Experienced Admin exam is a comprehensive assessment designed for individuals who are looking to validate their administrative skills and enhance their professional expertise. This exam is ideal for experienced administrators who already have a solid foundation in administration and are looking to expand their knowledge of essential concepts and tools within administrative roles. The exam covers a wide range of administrative responsibilities, from workflow automation to user management, ensuring that participants are equipped with the skills needed to excel in any business environment.
What You Will Learn from ADM 211 Exam
The ADM 211 exam will teach you valuable skills and provide essential knowledge that is critical to performing effectively in an administrative role. By taking this exam, you will learn how to:
Manage Business Processes:
Gain expertise in creating and managing workflows, automating tasks, and ensuring smooth business operations. You will learn how to set up workflow rules, approval processes, and email templates to streamline administrative tasks and increase productivity.User Management and Security:
Understand the ins and outs of managing users within an organization. Learn how to create and configure profiles, permission sets, and user roles to ensure that employees have the correct level of access to the system. You’ll also explore security settings and how to keep sensitive data protected.Record Types and Page Layouts:
Master the creation and management of record types and page layouts. Understand how to configure these tools to customize data presentation for different departments, ensuring that users have the information they need in the most efficient format.Data Handling and Integration:
Gain proficiency in importing, exporting, and managing data within Salesforce. Learn how to use tools like the Data Import Wizard and Data Loader to efficiently manage large datasets. Additionally, you will learn about integrating Salesforce with external systems to ensure smooth data flow between platforms.Advanced Reporting and Dashboards:
Develop advanced skills in creating and customizing reports and dashboards. Understand how to utilize Salesforce’s powerful reporting tools to analyze key metrics and generate real-time insights for decision-making.Automating Business Operations with Flows and Process Builder:
Learn how to use Process Builder and Flow Builder to automate business processes, such as updating records, sending notifications, and integrating with external systems. These tools are crucial for increasing efficiency and reducing manual errors in day-to-day administrative tasks.
Who Should Take the ADM 211 Exam?
The ADM 211 exam is designed for professionals who have already gained some experience in administrative roles, particularly those who are looking to deepen their knowledge of Salesforce and its administrative functions. This exam is ideal for:
Experienced Salesforce Administrators: If you’ve been working as a Salesforce admin for some time but want to validate your knowledge and skills, the ADM 211 exam is the perfect next step.
Business Analysts: Those involved in improving business processes and automation within organizations can benefit from learning more about workflow automation, user management, and reporting.
IT Professionals: If you work in IT and are looking to gain a broader understanding of administrative tools in Salesforce, this exam will help you integrate better with business teams.
Salesforce Consultants: For consultants who need to advise clients on optimizing their Salesforce environment, a deep understanding of administrative tools is essential.
Project Managers: Administrators who oversee teams using Salesforce to manage customer data and business operations will benefit from taking the exam.
Why Take the ADM 211 Exam?
Enhance Career Prospects:
By taking the ADM 211 exam and earning certification, you will demonstrate your proficiency with Salesforce and its administrative tools. This can significantly enhance your resume, making you a more attractive candidate for positions that require in-depth knowledge of Salesforce administration.Increase Organizational Efficiency:
After completing the ADM 211 exam, you will be able to implement and optimize workflows, automate processes, and configure advanced security settings. This will directly improve the efficiency of your organization, reducing errors and speeding up operations.Stay Competitive in a Growing Field:
Salesforce is one of the most widely used CRM platforms in the world. As organizations continue to invest in Salesforce, demand for skilled administrators continues to rise. Earning your ADM 211 certification ensures that you stay competitive in the rapidly evolving field of Salesforce administration.Gain Hands-On Experience:
The exam provides real-world scenarios and practical skills that you can apply directly to your work. You’ll learn about tools like Process Builder, Flows, and Custom Settings that are used extensively in the Salesforce ecosystem.
Conclusion
The ADM 211: Administration Essentials for Experienced Admin exam is an excellent opportunity for those who are looking to refine their administrative skills and master the tools needed to excel as a Salesforce administrator. Whether you are an experienced admin, a business analyst, or a project manager, this exam will help you build a strong foundation in managing Salesforce environments efficiently.
By taking the ADM 211 exam, you’ll develop advanced knowledge of key administrative concepts such as user management, workflow automation, data integration, and reporting, all of which are crucial for enhancing business operations and productivity. Prepare for this exam to expand your skills, boost your career, and stay ahead in the competitive world of Salesforce administration.
Sample Questions and Answers
What is the maximum number of master-detail relationships that a custom object can have?
A. 1
B. 2
C. 3
D. Unlimited
Answer: B. 2
Explanation: A custom object can have up to two master-detail relationships. This is a Salesforce design constraint to ensure proper data modeling and roll-up summary management.
What happens when a user is deactivated in Salesforce?
A. They lose access to all records.
B. Their records are deleted.
C. They cannot log in, but ownership of records remains.
D. Their workflow rules are deleted.
Answer: C. They cannot log in, but ownership of records remains.
Explanation: Deactivating a user prevents login, but all their data, record ownership, and history remain intact.
What is a key limitation of using workflow rules instead of Process Builder or Flow?
A. They can only send email alerts.
B. They can’t update related records.
C. They can’t create tasks.
D. They are deprecated and unusable.
Answer: B. They can’t update related records.
Explanation: Workflow rules are limited to field updates on the same record, tasks, email alerts, and outbound messages. They cannot update related objects.
Which of the following permissions is needed to mass transfer records of a custom object?
A. Modify All Data
B. View Setup and Configuration
C. Transfer Records
D. Modify All on the Object
Answer: D. Modify All on the Object
Explanation: “Modify All” on the object allows mass transfer of its records, while “Transfer Records” only affects specific standard objects.
What does the “Grant Access Using Hierarchies” setting do on a custom object?
A. Allows record access via role hierarchy.
B. Overrides sharing rules.
C. Enables read-only access only.
D. Disables all sharing settings.
Answer: A. Allows record access via role hierarchy.
Explanation: When enabled, users higher in the role hierarchy gain access to records owned by users below them.
What type of relationship would you use to model invoices and line items in Salesforce?
A. Lookup Relationship
B. Master-Detail Relationship
C. Many-to-Many Relationship
D. External Lookup
Answer: B. Master-Detail Relationship
Explanation: Line items depend on the existence of invoices, making master-detail the best choice for maintaining data integrity.
What should you use to track field history on standard and custom objects?
A. Audit Trail
B. Setup Logs
C. Field History Tracking
D. Debug Logs
Answer: C. Field History Tracking
Explanation: Field History Tracking must be enabled per object and field to view changes over time.
What is the limit for roll-up summary fields per object?
A. 5
B. 10
C. 15
D. 25
Answer: B. 10
Explanation: Salesforce allows up to 10 roll-up summary fields per object, depending on the edition.
What automation tool is best suited for complex logic that spans multiple objects?
A. Workflow Rules
B. Approval Processes
C. Flow
D. Validation Rules
Answer: C. Flow
Explanation: Flow offers the most flexibility, including support for multiple objects, conditions, loops, and screen components.
What does a cross-object formula field do?
A. Updates related records.
B. Validates relationships.
C. Pulls data from a parent object.
D. Automatically creates records.
Answer: C. Pulls data from a parent object.
Explanation: Cross-object formulas access fields on parent records in a master-detail or lookup relationship.
Which object is used to define company-wide holidays for workflows and escalations?
A. Holiday
B. Company Profile
C. Business Hours
D. Time Zone
Answer: A. Holiday
Explanation: The Holiday object is used to define specific dates when workflows and escalations should pause.
A user complains they can’t see a custom object tab. What is most likely missing?
A. API access
B. Tab setting in the profile
C. Field-level security
D. Permission set group
Answer: B. Tab setting in the profile
Explanation: Tab visibility is controlled in the user’s profile or permission set; if it’s hidden, the user won’t see the tab.
What feature allows users to follow records and receive updates?
A. Salesforce Inbox
B. Activity Timeline
C. Chatter
D. Feed Tracking
Answer: C. Chatter
Explanation: Chatter allows users to follow records and collaborate in real-time.
How many custom objects can you create in an Enterprise Edition org?
A. 200
B. 500
C. 2,000
D. 5,000
Answer: C. 2,000
Explanation: Enterprise Edition allows up to 2,000 custom objects, subject to storage limits.
What does the “View All Data” permission allow?
A. View only user-created records.
B. View all data across all objects and users.
C. View setup menu.
D. View only public reports.
Answer: B. View all data across all objects and users.
Explanation: This system permission overrides sharing settings, giving visibility into all records.
What is the purpose of the “Who Sees What” series in Salesforce?
A. Explains report filters.
B. Educates on record-level access.
C. Demonstrates dashboards.
D. Guides on AppExchange setup.
Answer: B. Educates on record-level access.
Explanation: Salesforce’s “Who Sees What” series clarifies how sharing, roles, and profiles affect visibility.
What happens if you delete a field used in a report?
A. The report stops working.
B. The report auto-removes the field.
C. The report is deleted.
D. Nothing happens.
Answer: B. The report auto-removes the field.
Explanation: Salesforce removes the deleted field from the report and displays a warning.
How many active assignment rules can be used per object?
A. Unlimited
B. 1
C. 2
D. 5
Answer: B. 1
Explanation: Only one assignment rule can be active per object at a time (e.g., Cases or Leads).
What tool should be used to move metadata between Salesforce orgs?
A. Data Loader
B. Change Sets
C. Reports
D. SOQL
Answer: B. Change Sets
Explanation: Change Sets are the recommended way to move metadata (not data) between related orgs.
What component is required to use Email-to-Case?
A. Lead assignment rule
B. Support Process
C. Routing Address
D. Email Template
Answer: C. Routing Address
Explanation: The routing address links email addresses to Salesforce and determines where incoming emails are routed.
What is a junction object used for in Salesforce?
A. To hold formula fields
B. To track login activity
C. To create many-to-many relationships
D. To manage dashboard subscriptions
Answer: C. To create many-to-many relationships
Explanation: A junction object uses two master-detail fields to link two objects, enabling a many-to-many relationship.
Where can you define which fields appear in search results?
A. Profile
B. Search Layout
C. Field-Level Security
D. Record Type
Answer: B. Search Layout
Explanation: Search Layouts define the fields shown in lookup dialogs, search results, and recent items.
What happens when a master record in a master-detail relationship is deleted?
A. The detail record remains.
B. The detail record is deleted.
C. An error is thrown.
D. The detail record is reassigned.
Answer: B. The detail record is deleted.
Explanation: In master-detail relationships, deleting the master automatically deletes the detail (child) records.
How do you give temporary permissions to a user without changing their profile?
A. Create a new role
B. Assign a permission set
C. Use delegated administration
D. Enable API access
Answer: B. Assign a permission set
Explanation: Permission sets allow you to grant additional permissions without altering the user’s profile.
What is the role of profiles in Salesforce?
A. Determine login hours only
B. Grant record access only
C. Control object, field, and system permissions
D. Assign territories
Answer: C. Control object, field, and system permissions
Explanation: Profiles define a user’s base permissions, such as CRUD on objects and access to apps, fields, and tabs.
What happens when a user tries to access a field restricted by field-level security?
A. They see a read-only version.
B. They see an error.
C. The field is hidden or not accessible.
D. They are redirected.
Answer: C. The field is hidden or not accessible.
Explanation: Field-Level Security hides the field from page layouts and API access if not granted.
Which type of report allows grouping and subtotals?
A. Tabular
B. Matrix
C. Joined
D. Summary
Answer: D. Summary
Explanation: Summary reports allow grouping rows and showing subtotals—ideal for aggregated data.
What must be defined before using approval processes?
A. User roles
B. Record types
C. Email templates
D. Entry criteria and steps
Answer: D. Entry criteria and steps
Explanation: Approval processes require defined criteria, steps, and approvers to manage approval flow.
What happens to sharing settings if OWD is set to Private?
A. All users see all records.
B. No sharing is allowed.
C. Records are only visible to owners and users with granted access.
D. Admins lose access.
Answer: C. Records are only visible to owners and users with granted access.
Explanation: Private OWD restricts access, requiring sharing rules or hierarchy-based sharing for visibility.
What are permission set groups used for?
A. Combine multiple users
B. Assign profiles
C. Combine permission sets
D. Assign record types
Answer: C. Combine permission sets
Explanation: Permission Set Groups bundle multiple permission sets, allowing efficient permission management.
In Salesforce, how can a system administrator ensure that users only see records they own, but still maintain flexibility for sharing records with others in a structured way?
A) Create Sharing Rules for each user
B) Set up Public Groups and use them in Sharing Rules
C) Use Organization-Wide Defaults (OWD) to control visibility and then customize with Sharing Rules
D) Implement Profile-based restrictions to limit record visibility
Answer: C
Explanation: To ensure users only see records they own, Organization-Wide Defaults (OWD) can be set to private. Afterward, Sharing Rules can be used to give users access to records owned by others in a structured way, such as by role or public group.
How does Salesforce’s “Data Loader” differ from the “Data Import Wizard,” and in which scenarios should an administrator choose one over the other?
A) Data Loader is faster and designed for small data sets, while the Data Import Wizard handles large data volumes.
B) Data Loader is used for bulk data import, export, update, and delete, while the Data Import Wizard is simpler and suited for importing standard objects with minimal configuration.
C) Data Import Wizard allows for complex data manipulations, while Data Loader does not.
D) Both tools are essentially the same, with no significant differences in functionality.
Answer: B
Explanation: Data Loader is a powerful tool used for bulk importing, updating, and deleting large datasets in Salesforce. It allows for more flexibility in handling complex data manipulations, especially with custom objects. The Data Import Wizard, on the other hand, is a simpler tool intended for importing standard Salesforce objects like Accounts, Contacts, and Leads with less complexity, making it easier for less technical users.
A Salesforce administrator needs to automate an approval process that requires multiple levels of approval from various users with different roles. Which features should the administrator use to design and automate this process?
A) Approval Processes, Workflow Rules, and Visualforce Pages
B) Approval Processes, Email Alerts, and Process Builder
C) Process Builder, Flow Builder, and Assignment Rules
D) Approval Processes, Validation Rules, and Lightning Components
Answer: B
Explanation: Approval Processes provide the structure for automating multi-step approval workflows. By using Email Alerts and Process Builder, an administrator can trigger notifications, update records, and manage complex decision-making logic across multiple levels of approval.
A company wants to maintain a dynamic dashboard that updates in real-time as new data is added to Salesforce. Which type of dashboard component should the Salesforce administrator use to achieve this functionality?
A) Custom Report with a static filter
B) Visualforce Page embedded in a Dashboard
C) Real-Time Analytics with Einstein Analytics
D) Lightning Report Chart within a Dashboard
Answer: C
Explanation: Einstein Analytics provides Real-Time Analytics capabilities, offering advanced data visualizations and real-time updates, which is crucial for dynamic dashboards. This allows the dashboard to be updated automatically as new data comes in, without manual intervention.
A company has complex sharing rules that involve multiple roles and profiles. The admin wants to make sure that no user can see records they shouldn’t have access to. What should the administrator do to best control record access and visibility at a granular level?
A) Rely solely on profiles to control access
B) Use Organization-Wide Defaults (OWD) and fine-tune access using role hierarchies and sharing rules
C) Set up custom permission sets for each individual user
D) Control access with record types and page layouts
Answer: B
Explanation: The most effective way to control record access is to set Organization-Wide Defaults (OWD) to the strictest level (private) and then use role hierarchies and sharing rules to grant access based on business requirements. This allows administrators to maintain granular control over which records are visible to specific users.
Which of the following scenarios would be the most appropriate use of “Flow Builder” over other automation tools such as Process Builder or Workflow Rules in Salesforce?
A) To update a field value based on a record change
B) To send an email alert based on record conditions
C) To guide a user through a series of steps in a complex business process
D) To automatically assign records to a queue
Answer: C
Explanation: Flow Builder is the most appropriate tool when the process requires user input or a series of complex steps. It can guide users through a process and handle intricate decisions, making it ideal for situations where other tools like Process Builder and Workflow Rules are insufficient.
A Salesforce administrator needs to create a custom report that shows Opportunities that are closing within the next 30 days, but only for specific sales teams. Which of the following features will allow the admin to filter this report accurately?
A) Custom Report Types and Field-Level Security
B) Custom Report Filters and Record Types
C) Dynamic Dashboards and Record Types
D) Custom Report Filters, Roles, and Sharing Rules
Answer: B
Explanation: Custom Report Filters allow the administrator to set specific filters such as Opportunities closing within the next 30 days. By combining this with Record Types, the admin can further refine the report to show data relevant only to specific sales teams, making it a dynamic and accurate report.
What should an administrator do when they want to prevent users from creating duplicate records in Salesforce, especially for high-value objects like Contacts or Opportunities?
A) Implement Duplicate Rules and Matching Rules
B) Use Validation Rules to restrict data entry
C) Create a custom workflow to identify duplicates
D) Disable the ability to create records in Salesforce
Answer: A
Explanation: Duplicate Rules and Matching Rules help prevent the creation of duplicate records by analyzing existing data and blocking or alerting users when they attempt to create records that match a previous entry. This is the most effective method for maintaining clean data in Salesforce.
In Salesforce, how would an administrator ensure that all users who have access to a record can see the associated custom fields, even if those fields are set as hidden by profile settings?
A) Set Field-Level Security to Visible for those users
B) Set the field as public in the Record Types settings
C) Create a new profile for each user with access to the field
D) Use Permission Sets to grant additional field-level access
Answer: D
Explanation: Permission Sets can be used to grant additional field-level access to users, even if the fields are hidden by default in their profiles. This allows an administrator to provide access to specific fields without changing the profile.
When should an administrator use “Roll-Up Summary Fields” in Salesforce, and what is their main limitation?
A) Use Roll-Up Summary Fields when you need to display aggregated data, but they only work for master-detail relationships
B) Use Roll-Up Summary Fields to aggregate data across multiple related records, but they are only available for custom objects
C) Use Roll-Up Summary Fields to create dynamic dashboards, but they do not support formula-based calculations
D) Use Roll-Up Summary Fields to import data into Salesforce, but they are limited to external objects
Answer: A
Explanation: Roll-Up Summary Fields allow users to aggregate data such as counts, sums, or averages from related records in a master-detail relationship. Their limitation is that they only work for master-detail relationships, not for lookup relationships or across unrelated objects.