Salesforce ADX-201E Exam (page: 8)
Salesforce Essentials for New Lightning Experience Administrators - Extended
Updated on: 25-Dec-2025

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An administrator is asked to create a report to calculate the year-over--year changed in the dollar amount of a company's opportunities.
What reporting tool should be used to complete this request?

  1. A row-level formula to compare amounts grouped by year.
  2. A joined report with two report blocks for each year
  3. A custom summary formula with PARENTGROUPVAL function
  4. A custom summary formula with the PREVGROUPVAL function.

Answer(s): D

Explanation:

A custom summary formula is a formula that calculates values from summary fields in reports such as sum, average, min, max, etc. Custom summary formulas can use functions such as PREVGROUPVAL to compare values from different groups in reports. For example, to calculate the year-over-year change in dollar amount of opportunities, an administrator can create a custom summary formula that uses PREVGROUPVAL to compare the sum of amount from this year's group with the sum of amount from last year's group, and divide it by last year's sum of amount.


Reference:

https://help.salesforce.com/s/articleView?id=sf.reports_builder_fields_summary_formulas.htm&typ e=5 https://help.salesforce.com/s/articleView?id=sf.reports_formulas_prevgroupval.htm&type=5



The administrator at Cloud Kicks made new fields and page layout adjustments based on new requirements from the service teem. The changes have been built In a sandbox and are ready to be deployed Into production.
Whet should an administrator do before deploying the change set in production?

  1. Request a new sandbox based on the sandbox where the changes were made.
  2. Make a new sandbox based on production to restore changes from.
  3. Push the change set to another sandbox to restore from.
  4. Create the fields and update the page layouts In production.

Answer(s): C

Explanation:

change sets are tools that allow administrators to move customizations from one Salesforce org to another. However, change sets do not track dependencies or conflicts between components in different orgs, so administrators need to manually verify that all required components are included in the change set and that they do not overwrite existing customizations in the target org. To avoid losing changes in production due to deploying an incomplete or incorrect change set, administrators should push the change set to another sandbox first and test it there before deploying it to production.


Reference:

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



users at Northern Trail Outfitters have a lot of fields on their new account records because they track their accounts and competitors on the Account object. For accounts created for customers, they need access to different fields than the accounts used to track competitors. For partner accounts, they need different values in the Industry field.
What should the administrator use to resolve the issues?

  1. Business Processes
  2. Required Fields
  3. Flow Builder
  4. Record Types

Answer(s): D

Explanation:

record types allow administrators to offer different business processes, picklist values, and page layouts to different users based on their profiles. By using record types for accounts and contacts at AW Computing, administrators can track their accounts and competitors on different record types with different fields on their page layouts. For partner accounts, they can also use record types to specify different values in the Industry picklist field.


Reference:

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



At Cloud Kicks, the Sales team uses a specific dashboard to see how they are doing daily. The team has asked the administrator for an easier way to see this dashboard.
What should the administrator recommend?

  1. Add the dashboard to the Sales team's home page.
  2. Create a custom app with a dashboard.
  3. Email the dashboard to the Sales Team every morning.
  4. Update the Sales team's app with a new dashboard.

Answer(s): A

Explanation:

A dashboard is a visual display of key metrics and trends for records in your org. Dashboards allow users to quickly monitor performance and identify trends or issues at a glance. To make it easier for users to see a dashboard they use frequently, administrators can add it to their home page using Lightning App Builder. This way, users can see their dashboard every time they log in or go to their home tab without having to navigate elsewhere.


Reference:

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



Users at AW Computing use a custom object to manage order*. All profiles share a single page layout. Customer Service and Sales users express frustration overseeing actions that-do not always apply to their situation on the page layout.
What should an administrator recommend?

  1. Use Dynamic Actions and conditional visibility to show the appropriate actions to the applicable users.
  2. Create separate record types for the Customer Service and Sales users' records.
  3. Configure two separate permission sets and assign the appropriate permissions to each user.
  4. Make two separate Lightning record pages and assign them to the applicable profiles.

Answer(s): A

Explanation:

Dynamic actions are actions that appear on Lightning record pages based on criteria such as field values or user profiles. Dynamic actions allow administrators to customize which actions are available for users on different record types or page layouts without creating multiple page layouts for each scenario. By using dynamic actions and conditional visibility for accounts at AW Computing, administrators can show only relevant actions for customer service and sales users based on their situation.


Reference:

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



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