Salesforce TVB-201 Exam (page: 5)
Salesforce Trailhead Virtual Bootcamp for New Admins
Updated on: 15-Feb-2026

Viewing Page 5 of 51

Northern Trail Outfitters has two different sales processes: one for business opportunities with four stages and one for partner opportunities with eight stages. Both processes will vary in page layouts and picklist value options.
What should an administrator configure to meet these requirements?

  1. Validation rules that ensure that users are entering accurate sales stage information.
  2. Different page layouts that control the picklist values for the opportunity types.
  3. Public groups to limit record types and sales processes for opportunities.
  4. Separate record types and Sales processes for the different types of opportunities.

Answer(s): D

Explanation:

Record types and sales processes allow you to have different page layouts, fields, required fields, and picklist values for different types of opportunities.


Reference:

https://www.salesforceben.com/salesforce-record-types/

https://trailhead.salesforce.com/content/learn/projects/create-an-opportunity-record-type-for- npsp/create-and-manage-stages-and-sales-processes



An administrator installed a managed package that contains a permission set group. The permission set group that was installed includes Delete access on several objects, and the administrator needs to prevent users in the permission set group from being able to delete records.
What should the administrator do to control Delete access?

  1. Use a muting permission set with a permission set group to mute selected permissions.
  2. Create a new permission set that has Delete access deselected for the objects.
  3. Create a new role that prevents Delete permissions from rolling up to the users.
  4. Edit the profile for the users to remove Delete access from the objects.

Answer(s): A

Explanation:

Muting permission sets allow you to remove permissions that are granted by a permission set group.


Reference:

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



Northern Trail Outfitters wants to calculate how much revenue has been generated for each of its marketing campaigns.
How should an administrator deliver this information?

  1. Design a standard Campaign report and add the value Won Opportunities in Campaign field.
  2. Perform periodic data job to update campaign records.
  3. Create a roll-up summary field on Opportunity to Campaign.
  4. Add a Total Value Field on campaign and use a workflow rule to update the value when an opportunity is won.

Answer(s): C

Explanation:

Roll-up summary fields allow you to calculate the sum of a field from child records related to a parent record.


Reference:

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



Cloud Kicks wants to allow customers to create their own cases while visiting its public homepage.
What should the administrator recommend?

  1. SMS Response
  2. Web-to-Case
  3. Email-to-Case
  4. Omni-Channel

Answer(s): B

Explanation:

Web-to-Case allows you to create cases from a form on your website.


Reference:

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



An administrator at Universal Containers needs a simple way to trigger an alert to the director of sales when opportunities reach an amount of $500,000.
What should the administrator configure to meet this requirement?

  1. Set up Big Deal Alerts for the amount.
  2. Enable Opportunity Update Reminders
  3. Opportunity warning in Kanban View.
  4. Key Deals component on the homepage

Answer(s): A

Explanation:

Big Deal Alerts allow you to notify users when an opportunity reaches a certain amount or probability.


Reference:

https://help.salesforce.com/s/articleView?id=sf.forecasts3_big_deal_alerts.htm&type=5



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