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Salesforce TVB-201 Exam Actual Questions
Trailhead Virtual Bootcamp for New Admins (Page 7 )

Updated On: 13-Jul-2026
Page 7 of 51
PDF with 248 Questions

Cloud Kicks wants users to only be able to choose Opportunity stage closed won if the Lead source has been selected.
How should the administrator accomplish this goal?

  1. Make Lead Source a dependent picklist to the Opportunity stage field.
  2. Configure a validation rule requiring Lead Source when the stage is set to closed won.
  3. Change the Opportunity stage field to read only on the page layout.
  4. Modify the Opportunity stage a dependent picklist to the Lead source field.

Answer(s): B

Explanation:

Validation rules allow you to enforce data quality by preventing users from saving records that do not meet certain criteria.


Reference:

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



Ursa Major Solar wants to automatically notify a manager about any cases awaiting a response from an agent for more than 2 hours after case creation.

Which feature should an administrator use to fulfill this requirement?

  1. Assignment Rule
  2. Case Escalation Rule
  3. Omni-Channel Supervisor
  4. Formula Field

Answer(s): B

Explanation:

Case escalation rules allow you to escalate cases based on certain criteria, such as time or priority.


Reference:

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



Sales users at Universal Containers are reporting that it is taking a long time to edit opportunity records. Normally, the only field they are editing is the Stage field.
Which two options should the administrator recommend to help simplify the process? Choose 2 answers

  1. Add a path for stage to the opportunity record page.
  2. Use a Kanban list view for Opportunity.
  3. Configure an auto launched flow for Opportunity editing.
  4. Create a simplified Opportunity page layout.

Answer(s): A,B

Explanation:

Paths allow you to display key fields and guidance for each stage of an opportunity. Kanban list views allow you to update records by dragging them between columns.


Reference:

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



A sales rep has a list of 300 accounts with contacts that they want to load at one time.
Which tool should the administrator utilize to import the records to salesforce?

  1. Dataloader.io
  2. Data Loader
  3. Manual Import
  4. Data Import Wizard

Answer(s): D

Explanation:

Data Import Wizard allows you to import up to 50,000 records at a time.


Reference:

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



An administrator created a record trigger flow to update contacts. How should the administrator reference the values of the active record the flow is running on?

  1. Use the {!Contact.Id} global variable.
  2. Use the {!Account.Id} record variable.
  3. Use the $Record global variable.
  4. Use the Get Records element to find the Id.

Answer(s): C

Explanation:

The $Record global variable allows you to reference the values of the active record the flow is running on.


Reference:

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



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