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Salesforce TVB-201 Exam Questions
Trailhead Virtual Bootcamp for New Admins (Page 3 )

Updated On: 21-Feb-2026
Page 3 of 51
PDF with 248 Questions

Northern Trail Outfitters wants to track ROI for contacts that are key stakeholders for opportunities. The VP of Sales requested that this information be accessible on the opportunity and available for reporting.
Which two options should the administrator configure to meet these requirements? Choose 2 answers

  1. Customize Campaign Member Role.
  2. Add the Campaign Member related list to the Opportunity page layout.
  3. Customize Campaign Role.
  4. Customize Opportunity Contact Role.
  5. Add the Opportunity Contact Role related list to the Opportunity page layout.

Answer(s): D,E

Explanation:

Opportunity contact roles allow you to track ROI for contacts that are key stakeholders for opportunities. You need to customize the contact role field and add the related list to the opportunity page layout.


Reference:

https://help.salesforce.com/s/articleView?id=sf.opportunity_contact_roles.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_opportunity_contact_role.htm&type=5



The administrator at Cloud Kicks has a Custom picklist field on Lead, Which is missing on the Contact when leads are converted.
Which two items should the administrator do to make sure these values are populated? Choose 2 answers

  1. Create a custom picklist field on Contact.
  2. Update the picklist value with a validation rule.
  3. Map the picklist field on the Lead to the Contact.
  4. Set the picklist field to be required on the Lead Object.

Answer(s): A,C

Explanation:

To make sure the custom picklist field values are populated on contact when leads are converted, you need to create a custom picklist field on contact and map it to the corresponding field on lead.


Reference:

https://help.salesforce.com/s/articleView?id=sf.convert_lead_mapping.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_fields.htm&type=5



Universal Containers is trying to improve the user experience when searching for the tight status on a case. The company currently has one support process that is used for all record types on cases. The support process has 10 status values. Service reps say they never need more than five depending on what kind of case they are working on.
How should the administrator improve on the current implementation?

  1. Reduce the number of case status values to five.
  2. Create a Screen Flow that shows only the correct values for status and surface the flow in the utility bar of the console.
  3. Review which status choices are needed for each record type and create support processes for each that is necessary.
  4. Edit the status choices directly on the record type.

Answer(s): C

Explanation:

Support processes allow you to define different status values for different record types on cases.


Reference:

https://help.salesforce.com/s/articleView?id=sf.customize_support_process.htm&type=5



When a Sales rep clicks a button on an opportunity, a simple discount calculator screen should be launched.
Which automation tool should an administrator use to build this discount calculator screen?

  1. Flow Builder
  2. Workflow Rule
  3. Platform Event
  4. Process Builder

Answer(s): A

Explanation:

Flow Builder supports creating a screen that can launch a simple discount calculator when a button is clicked on an opportunity.


Reference:

https://help.salesforce.com/s/articleView?id=sf.flow_builder_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.flow_distribute_button.htm&type=5



Northern Trail Outfitters wants to initiate expense reports from Salesforce to the external HR system. This process needs to be reviewed by managers and directors.
Which two tools should and administrator configure?
Choose 2 answers

  1. Quick Action
  2. Outbound Message
  3. Approval Process
  4. Email Alert Action

Answer(s): A,C

Explanation:

Quick actions allow you to initiate expense reports from Salesforce to an external HR system. Approval processes allow you to review the expense reports by managers and directors.


Reference:

https://help.salesforce.com/s/articleView?id=sf.approvals_considerations.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.quick_actions_overview.htm&type=5






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